Richwood Investment Advisors, LLC

Name: Richwood Investment Advisors, LLC 13F holdings, Q1 2025
Creator: Richwood Investment Advisors, LLC
Published: 2025-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Richwood Investment Advisors, LLC reported 97 stock positions worth $117.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.2% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.6%) and iShares Core S&P Small-Cap E (IJR, 6.4%). Compared with Q4 2024, it opened 3 new positions, sold out of 6, added to 24 and reduced 56. The biggest buy was Eli Lilly (LLY, shares +2%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F: Q2 2026
Location: Cincinnati, OH
CIK: 0001911900
Portfolio Value: $117.6M (Q1 2025)
SEC Filing: 0001172661-25-002141 ↗ filed May 15, 2025

Holdings Value

Holdings 97 stocks · $117.6M


IVV iShares Core S&P 500 ETF	17.16%	35,917	$20.2M	Add +3.1%
IJH iShares Core S&P Midcap ETF	6.59%	132,935	$7.8M	Add +3.6%
IJR iShares Core S&P Small-Cap E	6.38%	71,813	$7.5M	Add +3.1%
LLY Eli Lilly & Co.	4.96%	7,065	$5.8M	Add +1.7%
NOW ServiceNow Inc.	3.68%	5,441	$4.3M	Add +1.1%
V Visa Inc. Class A	3.25%	10,906	$3.8M	Add +2.6%
EFA iShares MSCI Eafe ETF	2.43%	35,013	$2.9M	Add +4.7%
UNH Unitedhealth Group Inc.	2.28%	5,110	$2.7M	Reduce -2.6%
AAPL Apple Inc.	2.26%	11,990	$2.7M	Reduce -0.1%
MA Mastercard Inc. Class A	1.87%	4,022	$2.2M	Reduce -0.4%
COST Costco Wholesale Corp.	1.46%	1,811	$1.7M	Reduce -0.3%
NOC Northrop Grumman Corp.	1.45%	3,327	$1.7M	Reduce -1.4%
DVY iShares Select Dividend ETF	1.35%	11,852	$1.6M	Reduce -0.3%
TSCO Tractor Supply Company	1.31%	28,055	$1.5M	Reduce -2.4%
HD Home Depot Inc.	1.29%	4,148	$1.5M	Add +5.6%
LMT Lockheed Martin Corp.	1.27%	3,349	$1.5M	Reduce -3.0%
MRK Merck & Co. Inc.	1.22%	15,945	$1.4M	Reduce -5.0%
LOW Lowe's Cos Inc.	1.21%	6,088	$1.4M	Add +1.4%
XOM Exxon Mobil Corp.	1.13%	11,142	$1.3M	Add +0.5%
MSFT Microsoft Corp.	1.11%	3,488	$1.3M	Add +20.9%
MCD McDonald's Corp.	1.08%	4,065	$1.3M	Reduce -3.2%
SDY SS SPDR S&P Dividend ETF	1.07%	9,247	$1.3M	Reduce -2.5%
AMGN Amgen Inc.	1.03%	3,881	$1.2M	Reduce -10.5%
CAT Caterpillar Inc.	0.90%	3,213	$1.1M	Add +20.3%
SNA Snap-on Inc.	0.90%	3,128	$1.1M	Add +2.5%
WELL Welltower Inc.	0.86%	6,570	$1.0M	Reduce -3.7%
WFC Wells Fargo & Co.	0.79%	12,934	$929K	Reduce -1.4%
AXP American Express Co.	0.75%	3,291	$885K	Reduce -3.2%
ELV Elevance Health Inc.	0.75%	2,017	$877K	No change
ORCL Oracle Corp.	0.72%	6,091	$852K	No change
PEP Pepsico Inc.	0.70%	5,512	$826K	Reduce -5.2%
AFL Aflac Inc.	0.70%	7,368	$819K	Reduce -4.5%
GD General Dynamics Corp.	0.69%	2,986	$814K	Reduce -8.8%
DE Deere & Co.	0.69%	1,732	$813K	Add +6.5%
BA The Boeing Co.	0.68%	4,683	$799K	Reduce -6.8%
BMY Bristol-Myers Squibb Co.	0.68%	13,078	$798K	Add +5.9%
ETN Eaton Corp. PLC	0.67%	2,918	$793K	Reduce -9.6%
WM Waste Management Inc.	0.66%	3,355	$777K	Reduce -3.0%
KO The Coca-Cola Co.	0.66%	10,809	$774K	Add +2.2%
GILD Gilead Sciences Inc.	0.64%	6,733	$754K	Reduce -1.2%
VYM Vanguard High DVD Yield ETF	0.61%	5,598	$722K	Reduce -0.9%
VZ Verizon Communications Inc.	0.60%	15,650	$710K	Reduce -4.0%
PG The Procter & Gamble Co.	0.60%	4,150	$707K	Reduce -9.5%
COF Capital One Financial Corp.	0.58%	3,811	$683K	No change
UPS United Parcel Service Class B	0.56%	5,974	$657K	Reduce -4.1%
SO The Southern Co.	0.56%	7,108	$654K	Reduce -5.6%
JNJ Johnson & Johnson	0.55%	3,889	$645K	Add +6.6%
PFF iShares Preferred & Income S	0.54%	20,551	$632K	Reduce -5.3%
KMB Kimberly-Clark Corp.	0.51%	4,214	$599K	Reduce -6.8%
JPM JPMorgan Chase & Co.	0.49%	2,336	$573K	Add +5.6%
CLX Clorox Company	0.48%	3,843	$566K	Reduce -1.6%
COP Conocophillips	0.48%	5,349	$562K	Add +4.2%
FDX FedEx Corp.	0.47%	2,286	$557K	Add +2.7%
YUM Yum! Brands Inc.	0.47%	3,513	$553K	Add +3.4%
ISCB iShares Morningstar SM Cap	0.47%	10,179	$551K	Reduce -13.1%
PSX Phillips 66	0.46%	4,425	$546K	No change
ED Consolidated Edison Inc.	0.45%	4,774	$528K	Reduce -8.1%
ADP Automatic Data Processing	0.43%	1,659	$507K	Reduce -5.7%
ADBE Adobe Inc.	0.43%	1,318	$506K	Reduce -0.8%
IJS iShares S&P Small-Cap 600 Va	0.42%	5,043	$492K	Reduce -7.3%
HDV iShares Core High Dividend E	0.41%	3,988	$483K	No change
UNP Union Pacific Corp.	0.41%	2,038	$481K	Reduce -4.5%
CVX Chevron Corp.	0.37%	2,634	$441K	Reduce -6.8%
MDT Medtronic PLC	0.37%	4,894	$440K	Reduce -6.4%
PFE Pfizer Inc.	0.37%	17,343	$439K	Reduce -1.9%
SLYV SS SPDR S&P 600 SC Val ETF	0.37%	5,554	$435K	Reduce -1.6%
MS Morgan Stanley	0.35%	3,576	$417K	Reduce -4.7%
ABT Abbott Laboratories	0.35%	3,114	$413K	Reduce -23.5%
MET Metlife Inc.	0.34%	5,048	$405K	Reduce -1.9%
NVDA Nvidia Corp.	0.34%	3,649	$395K	New
DAL Delta Air Lines Inc.	0.33%	9,007	$393K	Reduce -5.6%
CL Colgate-Palmolive Co.	0.33%	4,132	$387K	Add +6.0%
PAYX Paychex Inc.	0.33%	2,497	$385K	No change
BIIB Biogen Inc.	0.32%	2,783	$381K	Reduce -11.1%
FAST Fastenal Co.	0.30%	4,587	$356K	Reduce -24.9%
TMO Thermo Fisher Scientific Inc.	0.30%	707	$352K	Reduce -4.8%
IP International Paper Co.	0.29%	6,492	$346K	Reduce -8.4%
C Citigroup Inc.	0.29%	4,817	$342K	Add +13.8%
JLL Jones Lang Lasalle Inc.	0.29%	1,360	$337K	Reduce -2.7%
FISV Fiserv Inc.	0.28%	1,510	$333K	No change
PM Philip Morris International	0.28%	2,070	$329K	No change
MCK McKesson Corp.	0.27%	475	$320K	No change
ALL Allstate Corp.	0.27%	1,507	$312K	Reduce -5.9%
AEP American Electric Power	0.26%	2,787	$305K	Reduce -24.0%
XLV SS Health Care Select Sector	0.26%	2,070	$302K	No change
CSCO Cisco Systems Inc.	0.24%	4,630	$286K	Reduce -9.5%
IMCG iShares Morningstar Mid-Cap	0.23%	3,750	$268K	No change
VOOG Vanguard S&P 500 Growth ETF	0.23%	795	$266K	No change
ECL Ecolab Inc.	0.22%	1,016	$257K	Reduce -6.2%
LEA Lear Corp.	0.21%	2,812	$248K	Add +3.5%
ITW Illinois Tool Works	0.21%	990	$246K	Reduce -3.4%
SYY Sysco Corp.	0.21%	3,266	$245K	Reduce -1.7%
DD Dupont DE Nemours Inc.	0.20%	3,118	$233K	Reduce -10.9%
PSA Public Storage	0.20%	774	$232K	No change
NSC Norfolk Southern Corp.	0.18%	899	$213K	No change
DUK Duke Energy Corp.	0.17%	1,685	$206K	New
SPLV Invesco S&P 500 Low Volatili	0.17%	2,694	$201K	New

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -0.1%	2.26%	−0.24
ETN Eaton Corp. PLC	Reduce -9.6%	0.67%	−0.22
UAL United Airlines Holdings Inc.	Sold out	0.00%	−0.22
ITOT iShares Core S&P Total U.S.	Sold out	0.00%	−0.20
CHRW C.H. Robinson Worldwide Inc.	Sold out	0.00%	−0.18
MRK Merck & Co. Inc.	Reduce -5.0%	1.22%	−0.18
ABBV Abbvie Inc.	Sold out	0.00%	−0.17
IUSG iShares Core S&P U.S. Growth	Sold out	0.00%	−0.17
PKG Packaging Corp. of America	Sold out	0.00%	−0.17
DAL Delta Air Lines Inc.	Reduce -5.6%	0.33%	−0.15
LMT Lockheed Martin Corp.	Reduce -3.0%	1.27%	−0.13
ISCB iShares Morningstar SM Cap	Reduce -13.1%	0.47%	−0.10
UPS United Parcel Service Class B	Reduce -4.1%	0.56%	−0.10
AXP American Express Co.	Reduce -3.2%	0.75%	−0.09
BIIB Biogen Inc.	Reduce -11.1%	0.32%	−0.08
IJS iShares S&P Small-Cap 600 Va	Reduce -7.3%	0.42%	−0.07
FAST Fastenal Co.	Reduce -24.9%	0.30%	−0.06
BA The Boeing Co.	Reduce -6.8%	0.68%	−0.06
ADBE Adobe Inc.	Reduce -0.8%	0.43%	−0.06
CLX Clorox Company	Reduce -1.6%	0.48%	−0.05
SLYV SS SPDR S&P 600 SC Val ETF	Reduce -1.6%	0.37%	−0.04
PG The Procter & Gamble Co.	Reduce -9.5%	0.60%	−0.04
MS Morgan Stanley	Reduce -4.7%	0.35%	−0.04
PEP Pepsico Inc.	Reduce -5.2%	0.70%	−0.03
ABT Abbott Laboratories	Reduce -23.5%	0.35%	−0.03
PFF iShares Preferred & Income S	Reduce -5.3%	0.54%	−0.03
GD General Dynamics Corp.	Reduce -8.8%	0.69%	−0.03
DD Dupont DE Nemours Inc.	Reduce -10.9%	0.20%	−0.02
IP International Paper Co.	Reduce -8.4%	0.29%	−0.02
TMO Thermo Fisher Scientific Inc.	Reduce -4.8%	0.30%	−0.02
AEP American Electric Power	Reduce -24.0%	0.26%	−0.02
PFE Pfizer Inc.	Reduce -1.9%	0.37%	−0.02
CSCO Cisco Systems Inc.	Reduce -9.5%	0.24%	−0.01
JLL Jones Lang Lasalle Inc.	Reduce -2.7%	0.29%	−0.01
ITW Illinois Tool Works	Reduce -3.4%	0.21%	−0.01
MET Metlife Inc.	Reduce -1.9%	0.34%	−0.01
SYY Sysco Corp.	Reduce -1.7%	0.21%	−0.00
ADP Automatic Data Processing	Reduce -5.7%	0.43%	+0.00
UNP Union Pacific Corp.	Reduce -4.5%	0.41%	+0.00
ECL Ecolab Inc.	Reduce -6.2%	0.22%	+0.01
ALL Allstate Corp.	Reduce -5.9%	0.27%	+0.01
VYM Vanguard High DVD Yield ETF	Reduce -0.9%	0.61%	+0.01
KMB Kimberly-Clark Corp.	Reduce -6.8%	0.51%	+0.02
WFC Wells Fargo & Co.	Reduce -1.4%	0.79%	+0.02
SDY SS SPDR S&P Dividend ETF	Reduce -2.5%	1.07%	+0.02
MDT Medtronic PLC	Reduce -6.4%	0.37%	+0.03
AFL Aflac Inc.	Reduce -4.5%	0.70%	+0.03
CVX Chevron Corp.	Reduce -6.8%	0.37%	+0.03
SO The Southern Co.	Reduce -5.6%	0.56%	+0.04
TSCO Tractor Supply Company	Reduce -2.4%	1.31%	+0.04

Portfolio Buys Q4 2024 → Q1 2025


LLY Eli Lilly & Co.	Add +1.7%	4.96%	+0.49
V Visa Inc. Class A	Add +2.6%	3.25%	+0.45
NVDA Nvidia Corp.	New	0.34%	+0.34
EFA iShares MSCI Eafe ETF	Add +4.7%	2.43%	+0.32
DUK Duke Energy Corp.	New	0.17%	+0.17
SPLV Invesco S&P 500 Low Volatili	New	0.17%	+0.17
XOM Exxon Mobil Corp.	Add +0.5%	1.13%	+0.13
DE Deere & Co.	Add +6.5%	0.69%	+0.12
KO The Coca-Cola Co.	Add +2.2%	0.66%	+0.11
JNJ Johnson & Johnson	Add +6.6%	0.55%	+0.11
MSFT Microsoft Corp.	Add +20.9%	1.11%	+0.10
BMY Bristol-Myers Squibb Co.	Add +5.9%	0.68%	+0.10
CAT Caterpillar Inc.	Add +20.3%	0.90%	+0.09
YUM Yum! Brands Inc.	Add +3.4%	0.47%	+0.09
IVV iShares Core S&P 500 ETF	Add +3.1%	17.16%	+0.05
COP Conocophillips	Add +4.2%	0.48%	+0.05
JPM JPMorgan Chase & Co.	Add +5.6%	0.49%	+0.04
C Citigroup Inc.	Add +13.8%	0.29%	+0.04
CL Colgate-Palmolive Co.	Add +6.0%	0.33%	+0.03
SNA Snap-on Inc.	Add +2.5%	0.90%	+0.03
HD Home Depot Inc.	Add +5.6%	1.29%	+0.02
LEA Lear Corp.	Add +3.5%	0.21%	−0.00
LOW Lowe's Cos Inc.	Add +1.4%	1.21%	−0.03
FDX FedEx Corp.	Add +2.7%	0.47%	−0.05
IJH iShares Core S&P Midcap ETF	Add +3.6%	6.59%	−0.07
IJR iShares Core S&P Small-Cap E	Add +3.1%	6.38%	−0.31
NOW ServiceNow Inc.	Add +1.1%	3.68%	−1.07

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	106	$142.2M	IVV, IJR, IJH, LLY, EFA
Q1 2026	98	$129.7M	IVV, IJR, IJH, LLY, EFA
Q4 2025	106	$139.3M	IVV, IJR, IJH, LLY, EFA
Q3 2025	100	$127.6M	IVV, IJH, IJR, LLY, NOW
Q2 2025	100	$121.8M	IVV, IJH, IJR, NOW, LLY
Q1 2025	97	$117.6M	IVV, IJH, IJR, LLY, NOW
Q4 2024	100	$119.9M	IVV, IJR, IJH, NOW, LLY
Q3 2024	102	$120.9M	IVV, IJR, IJH, LLY, NOW
Q2 2024	100	$114.1M	IVV, IJH, IJR, LLY, NOW
Q1 2024	100	$112.6M	IVV, IJH, IJR, LLY, NOW