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CIK: 0001911900
Total reported value
$142.2M
$142.2M
100 檔
31.0%
As reported in its official Q2 2024 Form 13F filing, Richwood Investment Advisors, LLC's tracked investment portfolio stood at $142.2M with 100 total positions.
During Q2 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 | 16.19% | +0.42% | +1.00% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.61% | +0.03% | +0.38% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.48% | +0.30% | +0.40% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.66% | +0.55% | +1.90% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 3.73% | -0.45% | -0.24% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.39% | -0.07% | +0.64% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.34% | +0.32% | -0.40% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.09% | +1.22% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.18% | -0.03% | -2.62% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.82% | -0.05% | +0.27% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.51% | -0.09% | -1.73% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.42% | -0.40% | +5.62% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.20% | +21.84% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.35% | -0.08% | -4.13% | |
| 15 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.29% | -0.38% | +107.82% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.26% | -0.58% | +8.80% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.25% | -0.16% | -1.22% | |
| 18 | ELV | Elevance Health Inc | Stock-Healthcare | 1.18% | +0.11% | -0.80% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.06% | +40.08% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -1.46% | EXIT | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.13% | -0.05% | +8.52% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.07% | +0.25% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.21% | +1.23% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.06% | -0.08% | -1.08% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.08% | -0.34% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.04% | — | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.88% | -0.07% | -3.26% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.80% | — | +13.95% | |
| 29 | BIIB | Biogen Inc | Stock-Healthcare | 0.78% | +0.05% | -0.05% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.06% | -1.56% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.71% | +14.52% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | -0.08% | -0.37% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.69% | +0.05% | +0.03% | |
| 34 | SNA | Snap-on Inc | Stock-Industrials | 0.69% | +0.01% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.07% | +0.02% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.68% | -0.08% | -0.66% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-Other | 0.64% | -0.06% | -6.93% | |
| 38 | WELL | Welltower Inc | Stock-Real Estate | 0.63% | +0.01% | -1.25% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.11% | -3.03% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.08% | -14.29% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.60% | -0.06% | +4.21% | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.59% | +0.01% | -7.86% | |
| 43 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.58% | +0.01% | -4.80% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.57% | -0.02% | — | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.56% | -0.11% | +5.15% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | +0.02% | +1.70% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.54% | +0.16% | +4.22% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.53% | -0.01% | -3.73% | |
| 49 | CLX | Clorox Company | Stock-Consumer Staples | 0.51% | -0.07% | +4.48% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.51% | -0.13% | -2.97% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, IJR) accounted for 31.0% of total reported equity market value during Q2 2024.
During Q2 2024, Richwood Investment Advisors, LLC's top holdings by market value included IVV (16.2%)、IJH (6.6%)、IJR (6.5%). The largest single position, IVV, represented 16.2% of total portfolio value.
In Q2 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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