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CIK: 0001911900
Total reported value
$142.2M
$142.2M
100 檔
36.9%
As reported in its official Q3 2025 Form 13F filing, Richwood Investment Advisors, LLC's tracked investment portfolio stood at $142.2M with 100 total positions.
In Q3 2025, Richwood Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 66 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 | 19.65% | +0.42% | +1.35% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.74% | +0.03% | -0.27% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.72% | +0.30% | -0.41% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.24% | +0.55% | -0.35% | |
| 5 | NOW | Servicenow Inc | Stock-Tech | 3.79% | -0.45% | -2.67% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | -0.07% | -0.83% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.64% | -0.03% | +1.10% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.36% | +0.09% | -0.76% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.79% | -0.09% | -1.49% | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.66% | -0.58% | +1.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.07% | — | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.33% | -0.06% | -0.99% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.20% | — | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | -0.05% | -1.19% | |
| 15 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.29% | -0.38% | +1.74% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.25% | -0.08% | -2.53% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.19% | +0.71% | +0.79% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.40% | -10.57% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.16% | -0.16% | -0.27% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.16% | +0.32% | -1.72% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.00% | -0.08% | -1.14% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -1.46% | EXIT | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.21% | -0.98% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.05% | -3.19% | |
| 25 | WELL | Welltower Inc | Stock-Real Estate | 0.87% | +0.01% | -0.61% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.86% | +0.05% | -0.03% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.85% | +0.04% | -0.10% | |
| 28 | SNA | Snap-on Inc | Stock-Industrials | 0.85% | +0.01% | — | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.84% | -0.08% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.06% | -3.75% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.79% | -0.07% | — | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.78% | — | -0.65% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.69% | +0.16% | +6.68% | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.64% | -0.02% | -0.34% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.08% | -0.02% | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 0.59% | +0.04% | -3.40% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | +4.37% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | +0.02% | +2.40% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.08% | -3.98% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.57% | -0.14% | -0.76% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.04% | +5.67% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.01% | -0.28% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.55% | -0.08% | -1.54% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.53% | -0.01% | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.11% | -1.60% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.51% | -0.06% | -0.79% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.07% | -0.02% | |
| 48 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.50% | +0.01% | — | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.46% | +0.04% | -0.94% | |
| 50 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.46% | -0.02% | +4.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.5% | +1.35% | Add |
| 2 | ORCL | Oracle CORP | +0.6% | -0.99% | Trim |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.3% | -0.41% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | — | Trim |
| 5 | CAT | Caterpillar Inc | +0.3% | +0.79% | Trim |
| 6 | NVDA | Nvidia CORP | +0.2% | +5.67% | Add |
| 7 | EFA | Ishares Msci Eafe ETF | +0.2% | +1.10% | Add |
| 8 | NOC | Northrop Grumman CORP | +0.2% | +1.43% | Add |
| 9 | ETN | Eaton Corporation plc | +0.2% | -0.10% | Trim |
| 10 | C | Citigroup Inc | +0.2% | -0.94% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.27% | Trim |
| 12 | NOW | Servicenow Inc | +0.1% | -2.67% | Trim |
| 13 | AXP | American Express Co | +0.1% | -0.03% | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | -0.76% | Trim |
| 15 | BA | Boeing Co/the | +0.1% | -0.65% | Trim |
| 16 | GD | General Dynamics CORP | +0.1% | — | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +4.37% | Add |
| 18 | DAL | Delta Air Lines Inc | +0.1% | — | Trim |
| 19 | WFC | Wells Fargo & Co | +0.1% | — | Trim |
| 20 | FAST | Fastenal Co | +0.1% | -3.20% | Add |
| 21 | MS | Morgan Stanley | 0% | +4.17% | Trim |
| 22 | ISCB | Ishares Morningstar Sm Cap | 0% | — | Trim |
| 23 | NSC | Norfolk Southern CORP | 0% | +1.56% | Add |
| 24 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Trim |
| 26 | JLL | Jones Lang Lasalle Inc | 0% | -2.79% | Trim |
| 27 | MCK | Mckesson CORP | 0% | -0.21% | Trim |
| 28 | HD | Home Depot Inc | 0% | -1.19% | Trim |
| 29 | WELL | Welltower Inc | 0% | -0.61% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | -0.28% | Trim |
| 31 | COF | Capital One Financial CORP | 0% | -3.40% | Trim |
| 32 | VYM | Vanguard High Dvd Yield ETF | 0% | -0.02% | Trim |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.68% | Trim |
| 34 | IMCG | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
| 35 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 36 | LEA | Lear CORP | 0% | -2.06% | Trim |
| 37 | DE | Deere & Co | — | +6.68% | Add |
| 38 | PSX | Phillips 66 | — | — | Trim |
| 39 | SYY | Sysco CORP | — | — | Unchanged |
| 40 | 6D8 | Dupont De Nemours Inc | — | -2.49% | Add |
| 41 | ECL | Ecolab Inc | — | -0.10% | Trim |
| 42 | YUM | Yum! Brands Inc | 0% | +4.04% | Add |
| 43 | UNP | Union Pacific CORP | 0% | +6.72% | Add |
| 44 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 45 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 46 | TSCO | Tractor Supply Company | 0% | +1.74% | Add |
| 47 | PSA | Public Storage | 0% | -0.13% | Trim |
| 48 | SO | Southern Co/the | 0% | — | Unchanged |
| 49 | PFF | Ishares Preferred & Income S | 0% | -0.79% | Trim |
| 50 | PM | Philip Morris International | 0% | -3.37% | Trim |
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 Q3 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 36.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
INTC
市值: $282.7K
Top Position Liquidated / Trimmed
FISV
前期市值: $333.5K
During Q3 2025, Richwood Investment Advisors, LLC's top holdings by market value included IVV (19.6%)、IJH (6.7%)、IJR (6.7%). The largest single position, IVV, represented 19.6% of total portfolio value.
In Q3 2025, Richwood Investment Advisors, LLC made 91 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 66 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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