13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911900
Total reported value
$142.2M
$142.2M
102 檔
32.4%
The Q3 2024 SEC filing reveals that Richwood Investment Advisors, LLC held a total portfolio value of $142.2M, covering 102 public equity positions.
In Q3 2024, Richwood Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.87% | +0.42% | -1.48% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.62% | +0.30% | -1.29% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.49% | +0.03% | -2.24% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.12% | +0.55% | -2.06% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 3.95% | -0.45% | -1.33% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.53% | +0.32% | -0.32% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.37% | -0.07% | -0.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.09% | -0.68% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.18% | -0.03% | -1.12% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.62% | -0.40% | -3.40% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.60% | -0.05% | +1.58% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.58% | -0.09% | -1.18% | |
| 13 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.42% | -0.58% | -1.43% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.40% | -0.16% | -3.52% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.39% | -0.08% | -1.79% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.33% | -0.20% | -3.21% | |
| 17 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.28% | -0.38% | -2.29% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.05% | -0.99% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.12% | -0.08% | -0.49% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | -0.06% | -1.48% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -1.46% | EXIT | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.06% | +0.11% | -1.41% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | -0.21% | -16.46% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.07% | -5.91% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.90% | +0.04% | -1.80% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | -0.07% | — | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.06% | -3.18% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.08% | -9.95% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.71% | — | |
| 30 | AXP | American Express Co | Stock-Financials | 0.74% | +0.05% | -2.64% | |
| 31 | SNA | Snap-on Inc | Stock-Industrials | 0.72% | +0.01% | — | |
| 32 | WELL | Welltower Inc | Stock-Real Estate | 0.72% | +0.01% | -0.37% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.72% | +0.04% | +326.58% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.07% | — | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.66% | -0.02% | -2.49% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.11% | -1.61% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.08% | -1.11% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.61% | -0.06% | -3.65% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.60% | — | -4.57% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.60% | -0.08% | -4.89% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.08% | -4.29% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | +0.02% | +0.50% | |
| 43 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.59% | +0.01% | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.58% | -0.01% | -0.32% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.56% | +0.01% | -1.86% | |
| 46 | BIIB | Biogen Inc | Stock-Healthcare | 0.55% | +0.05% | -10.95% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.55% | +0.16% | -3.63% | |
| 48 | CLX | Clorox Company | Stock-Consumer Staples | 0.54% | -0.07% | -5.83% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.06% | -3.88% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.50% | -0.11% | +1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +0.5% | +326.58% | Add |
| 2 | NOW | Servicenow Inc | +0.2% | -1.33% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.2% | NEW | New buy |
| 4 | LMT | Lockheed Martin CORP | +0.2% | -3.40% | Trim |
| 5 | UNH | Unitedhealth Group Inc | +0.2% | -0.32% | Trim |
| 6 | PKG | Packaging CORP Of America | +0.2% | NEW | New buy |
| 7 | NOC | Northrop Grumman CORP | +0.2% | -1.43% | Trim |
| 8 | LOW | Lowe's Cos Inc | +0.2% | -3.52% | Trim |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.29% | Trim |
| 10 | HD | Home Depot Inc | +0.1% | -0.99% | Trim |
| 11 | WELL | Welltower Inc | +0.1% | -0.37% | Trim |
| 12 | AFL | Aflac Inc | +0.1% | -2.49% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -0.68% | Trim |
| 14 | ORCL | Oracle CORP | +0.1% | -3.18% | Trim |
| 15 | MA | Mastercard Inc - A | +0.1% | -1.18% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 17 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -0.49% | Trim |
| 18 | JLL | Jones Lang Lasalle Inc | +0.1% | -2.16% | Trim |
| 19 | AXP | American Express Co | +0.1% | -2.64% | Trim |
| 20 | SO | Southern Co/the | +0.1% | -0.32% | Trim |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | -5.84% | Trim |
| 22 | DVY | Ishares Select Dividend ETF | 0% | -1.79% | Trim |
| 23 | KO | Coca-cola Co/the | 0% | +0.50% | Add |
| 24 | GILD | Gilead Sciences Inc | 0% | -5.27% | Trim |
| 25 | ED | Consolidated Edison Inc | 0% | -0.68% | Trim |
| 26 | PAYX | Paychex Inc | 0% | +14.31% | Add |
| 27 | SNA | Snap-on Inc | 0% | — | Unchanged |
| 28 | CLX | Clorox Company | 0% | -5.83% | Trim |
| 29 | PSA | Public Storage | 0% | — | Unchanged |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | +1.78% | Add |
| 31 | CHRW | C.h. Robinson Worldwide Inc | 0% | -1.55% | Trim |
| 32 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 33 | MDT | Medtronic plc | 0% | -2.20% | Trim |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | — | Unchanged |
| 35 | MET | Metlife Inc | 0% | -3.60% | Trim |
| 36 | AEP | American Electric Power | 0% | -2.86% | Trim |
| 37 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 38 | ISCB | Ishares Morningstar Sm Cap | 0% | — | Unchanged |
| 39 | VZ | Verizon Communications Inc | 0% | -1.61% | Trim |
| 40 | DE | Deere & Co | 0% | -3.63% | Trim |
| 41 | HDV | Ishares Core High Dividend E | 0% | — | Unchanged |
| 42 | ABT | Abbott Laboratories | 0% | -1.58% | Trim |
| 43 | JNJ | Johnson & Johnson | 0% | -3.27% | Trim |
| 44 | PM | Philip Morris International | 0% | -3.52% | Trim |
| 45 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 46 | 6D8 | Dupont De Nemours Inc | 0% | -1.28% | Trim |
| 47 | NSC | Norfolk Southern CORP | 0% | -3.00% | Trim |
| 48 | ALL | Allstate CORP | 0% | -7.88% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | — | -1.12% | Trim |
| 50 | PG | Procter & Gamble Co/the | — | — | Unchanged |
According to official SEC Form 13F filings, Richwood Investment Advisors, LLC reported a total U.S. public equity portfolio value of $142.2M across 102 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJR, IJH) accounted for 32.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
CSCO
市值: $256.2K
Top Position Liquidated / Trimmed
IVV
前期市值: $18.5M
During Q3 2024, Richwood Investment Advisors, LLC's top holdings by market value included IVV (15.9%)、IJR (6.6%)、IJH (6.5%). The largest single position, IVV, represented 15.9% of total portfolio value.
In Q3 2024, Richwood Investment Advisors, LLC made 87 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 78 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.