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CIK: 0001911900
Total reported value
$142.2M
$142.2M
100 檔
30.0%
During the Q1 2024 filing period, Richwood Investment Advisors, LLC (CIK: 0001911900) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $142.2M across 100 reported positions.
During Q1 2024, Richwood Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.60% | +0.42% | -1.19% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.92% | +0.03% | +391.21% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.78% | +0.30% | -2.72% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.84% | +0.55% | -1.24% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 3.67% | -0.45% | -1.38% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | -0.07% | -0.59% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.32% | -0.03% | -4.30% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.31% | +0.32% | -0.75% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.96% | -0.05% | -0.27% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.09% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.70% | -0.09% | -1.53% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.48% | -0.16% | -1.21% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.45% | -0.08% | -0.61% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.33% | -0.40% | -4.50% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.28% | -0.58% | +0.97% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.22% | -0.21% | +1.04% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -1.46% | EXIT | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.05% | +6.83% | |
| 19 | ELV | Elevance Health Inc | Stock-Healthcare | 1.16% | +0.11% | -1.45% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.13% | -0.08% | -2.52% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.07% | -3.43% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.20% | -0.65% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.08% | +2.57% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 0.92% | +0.04% | — | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.90% | -0.07% | -5.87% | |
| 26 | SNA | Snap-on Inc | Stock-Industrials | 0.79% | +0.01% | -5.30% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.76% | — | +7.55% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.06% | -11.39% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | -0.08% | -1.95% | |
| 30 | BIIB | Biogen Inc | Stock-Healthcare | 0.74% | +0.05% | -1.13% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.06% | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.71% | -0.06% | -6.55% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.71% | +22.60% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.08% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 0.69% | +0.05% | -0.03% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.69% | -0.08% | -0.03% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.07% | -2.30% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.11% | -1.99% | |
| 39 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.64% | +0.01% | -4.67% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 0.62% | -0.11% | -4.79% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.62% | -0.04% | -13.20% | |
| 42 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.61% | -0.38% | +2.34% | |
| 43 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.60% | +0.01% | -4.56% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.14% | -4.54% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.59% | -0.13% | — | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.59% | -0.03% | -1.74% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.58% | +0.16% | -3.05% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.58% | +0.01% | -3.99% | |
| 49 | CLX | Clorox Company | Stock-Consumer Staples | 0.56% | -0.07% | +10.95% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.56% | -0.02% | +2.52% |
According to official SEC Form 13F filings, Richwood Investment Advisors, LLC reported a total U.S. public equity portfolio value of $142.2M across 100 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, IJR) accounted for 30.0% of total reported equity market value during Q1 2024.
During Q1 2024, Richwood Investment Advisors, LLC's top holdings by market value included IVV (15.6%)、IJH (6.9%)、IJR (6.8%). The largest single position, IVV, represented 15.6% of total portfolio value.
In Q1 2024, Richwood Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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