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CIK: 0001911900
Total reported value
$142.2M
$142.2M
97 檔
32.1%
According to the latest 13F quarterly dataset, Richwood Investment Advisors, LLC managed an equity portfolio of $142.2M at the end of Q1 2025, spanning 97 distinct U.S. exchange-listed positions.
In Q1 2025, Richwood Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 56 positions and completely liquidating 6 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 | 17.16% | +0.42% | +3.07% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.59% | +0.03% | +3.58% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.38% | +0.30% | +3.11% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.96% | +0.55% | +1.68% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 3.68% | -0.45% | +1.10% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.25% | -0.07% | +2.61% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.43% | -0.03% | +4.71% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.28% | +0.32% | -2.61% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.09% | -0.08% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.87% | -0.09% | -0.37% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.20% | -0.28% | |
| 12 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.45% | -0.58% | -1.39% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.35% | -0.08% | -0.25% | |
| 14 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.31% | -0.38% | -2.37% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.05% | +5.63% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.40% | -3.04% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.22% | -0.05% | -4.99% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.21% | -0.16% | +1.35% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -1.46% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.07% | +20.94% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.08% | -0.21% | -3.21% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.07% | -0.08% | -2.53% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | -0.06% | -10.53% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.90% | +0.71% | +20.34% | |
| 25 | SNA | Snap-on Inc | Stock-Industrials | 0.90% | +0.01% | +2.46% | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 0.86% | +0.01% | -3.67% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.79% | -0.08% | -1.40% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.75% | +0.05% | -3.23% | |
| 29 | ELV | Elevance Health Inc | Stock-Healthcare | 0.75% | +0.11% | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.06% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.08% | -5.24% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.70% | -0.02% | -4.45% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.69% | -0.07% | -8.77% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.69% | +0.16% | +6.45% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.68% | — | -6.84% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.68% | -0.04% | +5.91% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.04% | -9.60% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.66% | -0.08% | -2.98% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | +0.02% | +2.21% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.64% | -0.14% | -1.17% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.08% | -0.89% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.11% | -4.02% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.07% | -9.51% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.58% | +0.04% | — | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | +0.04% | -4.14% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.56% | -0.01% | -5.64% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | +0.01% | +6.61% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.54% | -0.06% | -5.30% | |
| 49 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.51% | +0.01% | -6.85% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.01% | +5.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | +1.68% | Add |
| 2 | V | Visa Inc-class A Shares | +0.5% | +2.61% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | NEW | New buy |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +4.71% | Add |
| 5 | DUK | Duke Energy CORP | +0.2% | NEW | New buy |
| 6 | SPLV | Invesco S&p 500 Low Volatili | +0.2% | NEW | New buy |
| 7 | WELL | Welltower Inc | +0.1% | -3.67% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +0.47% | Add |
| 9 | ELV | Elevance Health Inc | +0.1% | — | Unchanged |
| 10 | NOC | Northrop Grumman CORP | +0.1% | -1.39% | Trim |
| 11 | GILD | Gilead Sciences Inc | +0.1% | -1.17% | Trim |
| 12 | DE | Deere & Co | +0.1% | +6.45% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +6.61% | Add |
| 14 | KO | Coca-cola Co/the | +0.1% | +2.21% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +5.91% | Add |
| 16 | MSFT | Microsoft CORP | +0.1% | +20.94% | Add |
| 17 | MA | Mastercard Inc - A | +0.1% | -0.37% | Trim |
| 18 | YUM | Yum! Brands Inc | +0.1% | +3.38% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +20.34% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | -10.53% | Trim |
| 21 | WM | Waste Management Inc | +0.1% | -2.98% | Trim |
| 22 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 23 | COST | Costco Wholesale CORP | +0.1% | -0.28% | Trim |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | -2.61% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.07% | Add |
| 26 | ED | Consolidated Edison Inc | +0.1% | -8.09% | Trim |
| 27 | VZ | Verizon Communications Inc | +0.1% | -4.02% | Trim |
| 28 | COP | Conocophillips | +0.1% | +4.15% | Add |
| 29 | MCD | Mcdonald's CORP | +0.1% | -3.21% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +5.56% | Add |
| 31 | DVY | Ishares Select Dividend ETF | +0.1% | -0.25% | Trim |
| 32 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 33 | C | Citigroup Inc | 0% | +13.82% | Add |
| 34 | PSX | Phillips 66 | 0% | — | Unchanged |
| 35 | HDV | Ishares Core High Dividend E | 0% | — | Unchanged |
| 36 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 37 | SO | Southern Co/the | 0% | -5.64% | Trim |
| 38 | AFL | Aflac Inc | 0% | -4.45% | Trim |
| 39 | TSCO | Tractor Supply Company | 0% | -2.37% | Trim |
| 40 | SNA | Snap-on Inc | 0% | +2.46% | Add |
| 41 | CL | Colgate-palmolive Co | 0% | +6.03% | Add |
| 42 | CVX | Chevron CORP | 0% | -6.83% | Trim |
| 43 | SDY | Ss Spdr S&p Dividend ETF | 0% | -2.53% | Trim |
| 44 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 45 | MDT | Medtronic plc | 0% | -6.44% | Trim |
| 46 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 47 | HD | Home Depot Inc | 0% | +5.63% | Add |
| 48 | WFC | Wells Fargo & Co | 0% | -1.40% | Trim |
| 49 | KMB | Kimberly-clark CORP | 0% | -6.85% | Trim |
| 50 | COF | Capital One Financial CORP | 0% | — | 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 97 disclosed positions in Q1 2025.
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, IJH, IJR) accounted for 32.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $395.5K
Top Position Liquidated / Trimmed
UAL
前期市值: $261.3K
During Q1 2025, Richwood Investment Advisors, LLC's top holdings by market value included IVV (17.2%)、IJH (6.6%)、IJR (6.4%). The largest single position, IVV, represented 17.2% of total portfolio value.
In Q1 2025, Richwood Investment Advisors, LLC made 89 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 56 holdings, and fully liquidating 6 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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