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CIK: 0001911900
Total reported value
$142.2M
$142.2M
100 檔
35.3%
At the close of Q2 2025, Richwood Investment Advisors, LLC disclosed equity holdings valued at approximately $142.2M, spread across 100 reported holdings.
In Q2 2025, Richwood Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 2 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 | 18.85% | +0.42% | +2.92% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.73% | +0.03% | -0.53% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.51% | +0.30% | +0.95% | |
| 4 | NOW | Servicenow Inc | Stock-Tech | 4.56% | -0.45% | -0.70% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.56% | +0.55% | +0.78% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.17% | -0.07% | -0.18% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.62% | -0.03% | +2.10% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.09% | -0.54% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.89% | -0.09% | +1.62% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | -0.20% | -0.39% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.07% | -0.43% | |
| 12 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.41% | -0.58% | +3.01% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.40% | — | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.25% | -0.08% | -2.94% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.05% | -0.41% | |
| 16 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.23% | -0.38% | +1.07% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | +0.32% | -14.58% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.09% | -0.06% | — | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.08% | -0.16% | -2.89% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.03% | -0.08% | -0.22% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.71% | -1.68% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -1.46% | EXIT | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.21% | — | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.05% | -9.34% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.06% | -2.45% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.86% | +0.05% | +0.03% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.86% | +0.04% | — | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.84% | -0.08% | -1.06% | |
| 29 | SNA | Snap-on Inc | Stock-Industrials | 0.80% | +0.01% | — | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.79% | — | -1.39% | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 0.79% | +0.01% | -4.57% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.75% | +0.16% | +3.75% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.07% | -1.27% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.64% | +0.04% | -3.52% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.64% | -0.02% | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | +0.02% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.08% | — | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.61% | -0.08% | -3.13% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.14% | -2.60% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.59% | +0.11% | -7.93% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.08% | -1.54% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | -2.14% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.07% | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.01% | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.11% | -3.93% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.52% | -0.06% | — | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.51% | -0.04% | +1.72% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.50% | +0.04% | +1.93% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | +0.01% | -0.26% | |
| 50 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.48% | +0.01% | -1.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.7% | +2.92% | Add |
| 2 | NOW | Servicenow Inc | +0.9% | -0.70% | Trim |
| 3 | ORCL | Oracle CORP | +0.4% | — | Unchanged |
| 4 | MSFT | Microsoft CORP | +0.3% | -0.43% | Trim |
| 5 | EFA | Ishares Msci Eafe ETF | +0.2% | +2.10% | Add |
| 6 | ETN | Eaton Corporation plc | +0.2% | — | Unchanged |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | NEW | New buy |
| 8 | UAL | United Airlines Holdings Inc | +0.2% | NEW | New buy |
| 9 | ITOT | Ishares Core S&p Total U.s. | +0.2% | NEW | New buy |
| 10 | SYK | Stryker CORP | +0.2% | NEW | New buy |
| 11 | MMM | 3m Co | +0.2% | NEW | New buy |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.53% | Trim |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.95% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 15 | C | Citigroup Inc | +0.1% | +21.80% | Add |
| 16 | BA | Boeing Co/the | +0.1% | -1.39% | Trim |
| 17 | CAT | Caterpillar Inc | +0.1% | -1.68% | Trim |
| 18 | AXP | American Express Co | +0.1% | +0.03% | Add |
| 19 | DE | Deere & Co | +0.1% | +3.75% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | -3.52% | Trim |
| 21 | WFC | Wells Fargo & Co | +0.1% | -1.06% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -2.14% | Trim |
| 23 | DAL | Delta Air Lines Inc | 0% | -1.93% | Trim |
| 24 | MA | Mastercard Inc - A | 0% | +1.62% | Add |
| 25 | GD | General Dynamics CORP | 0% | -1.27% | Trim |
| 26 | PM | Philip Morris International | 0% | -2.51% | Trim |
| 27 | FAST | Fastenal Co | 0% | +104.34% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 29 | IMCG | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
| 30 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 31 | COST | Costco Wholesale CORP | 0% | -0.39% | Trim |
| 32 | ISCB | Ishares Morningstar Sm Cap | 0% | -1.57% | Trim |
| 33 | VOOG | Vanguard S&p 500 Growth ETF | 0% | -6.16% | Trim |
| 34 | LEA | Lear CORP | 0% | — | Unchanged |
| 35 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 36 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 37 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 38 | ECL | Ecolab Inc | — | — | Unchanged |
| 39 | JLL | Jones Lang Lasalle Inc | — | — | Unchanged |
| 40 | MS | Morgan Stanley | — | -15.52% | Trim |
| 41 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | — | Unchanged |
| 43 | MET | Metlife Inc | 0% | -1.90% | Trim |
| 44 | PSA | Public Storage | 0% | — | Unchanged |
| 45 | SYY | Sysco CORP | 0% | — | Unchanged |
| 46 | ADP | Automatic Data Processing | 0% | -0.60% | Trim |
| 47 | 6D8 | Dupont De Nemours Inc | 0% | +8.11% | Add |
| 48 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 49 | PFE | Pfizer Inc | 0% | +0.82% | Add |
| 50 | FDX | Fedex CORP | 0% | +4.37% | Add |
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 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 35.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
IUSG
市值: $219.6K
Top Position Liquidated / Trimmed
DUK
前期市值: $205.5K
During Q2 2025, Richwood Investment Advisors, LLC's top holdings by market value included IVV (18.9%)、IJH (6.7%)、IJR (6.5%). The largest single position, IVV, represented 18.9% of total portfolio value.
In Q2 2025, Richwood Investment Advisors, LLC made 69 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 45 holdings, and fully liquidating 2 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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