Richwood Investment Advisors, LLC — Q3 2025 13F Holdings

Name: Richwood Investment Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001911900

Total reported value

$129.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	19.65%	+0.49%	+1.35%
2	IJH	Ishares Core S&p Midcap ETF	ETF-Other	6.74%	+0.14%	-0.27%
3	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	6.72%	+0.18%	-0.41%
4	LLY	Eli Lilly & Co	Stock-Healthcare	4.24%	-0.33%	-0.35%
5	NOW	Servicenow INC	Stock-Tech	3.79%	+0.30%	-2.67%
6	V	Visa Inc-class A Shares	Stock-Financials	2.89%	+0.03%	-0.83%
7	EFA	Ishares Msci Eafe ETF	ETF-Other	2.64%	+0.11%	+1.10%
8	AAPL	Apple INC	Stock-Tech	2.36%	-0.03%	-0.76%
9	MA	Mastercard INC - A	Stock-Financials	1.79%	-0.01%	-1.49%
10	NOC	Northrop Grumman CORP	Stock-Industrials	1.66%	—	+1.43%
11	MSFT	Microsoft CORP	Stock-Tech	1.41%	-0.02%	—
12	ORCL	Oracle CORP	Stock-Tech	1.33%	—	-0.99%
13	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.31%	—	—
14	HD	Home Depot INC	Stock-Consumer Disc	1.30%	—	-1.19%
15	TSCO	Tractor Supply Company	Stock-Consumer Disc	1.29%	-0.16%	+1.74%
16	DVY	Ishares Select Dividend ETF	ETF-Other	1.25%	+0.03%	-2.53%
17	CAT	Caterpillar INC	Stock-Industrials	1.19%	+0.06%	+0.79%
18	LMT	Lockheed Martin CORP	Stock-Industrials	1.17%	—	-10.57%
19	LOW	Lowe's Cos INC	Stock-Consumer Disc	1.16%	-0.10%	-0.27%
20	UNH	Unitedhealth Group INC	Stock-Healthcare	1.16%	—	-1.72%
21	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.00%	-0.03%	-1.14%
22	XOM	Exxon Mobil CORP	Stock-Energy	0.98%	+0.27%	—
23	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.96%	—	-0.98%
24	MRK	Merck & Co. INC.	Stock-Healthcare	0.92%	—	-3.19%
25	WELL	Welltower INC	Stock-Real Estate	0.87%	—	-0.61%
26	AXP	American Express Co	Stock-Financials	0.86%	-0.10%	-0.03%
27	ETN	Eaton Corporation plc	Stock-Industrials	0.85%	-0.11%	-0.10%
28	SNA	Snap-on INC	Stock-Industrials	0.85%	-0.01%	—
29	WFC	Wells Fargo & Co	Stock-Financials	0.84%	-0.07%	—
30	AMGN	Amgen INC	Stock-Healthcare	0.81%	-0.12%	-3.75%
31	GD	General Dynamics CORP	Stock-Industrials	0.79%	-0.07%	—
32	BA	Boeing Co/the	Stock-Industrials	0.78%	-0.07%	-0.65%
33	DE	Deere & Co	Stock-Industrials	0.69%	—	+6.68%
34	AFL	Aflac INC	Stock-Financials	0.64%	-0.06%	-0.34%
35	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.62%	—	-0.02%
36	COF	Capital One Financial CORP	Stock-Financials	0.59%	-0.07%	-3.40%
37	JPM	Jpmorgan Chase & Co	Stock-Financials	0.59%	-0.02%	+4.37%
38	KO	Coca-cola Co/the	Stock-Consumer Staples	0.58%	—	+2.40%
39	PEP	Pepsico INC	Stock-Consumer Staples	0.57%	—	-3.98%
40	GILD	Gilead Sciences INC	Stock-Healthcare	0.57%	-0.02%	-0.76%
41	NVDA	Nvidia CORP	Stock-Tech	0.56%	—	+5.67%
42	JNJ	Johnson & Johnson	Stock-Healthcare	0.56%	+0.15%	-0.28%
43	WM	Waste Management INC	Stock-Industrials	0.55%	—	-1.54%
44	SO	Southern Co/the	Stock-Utilities	0.53%	—	—
45	VZ	Verizon Communications INC	Stock-Comm Services	0.51%	—	-1.60%
46	PFF	Ishares Preferred & Income S	ETF-Other	0.51%	—	-0.79%
47	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.50%	-0.04%	-0.02%
48	ISCB	Ishares Morningstar Sm Cap	ETF-Other	0.50%	-0.02%	—
49	C	Citigroup INC	Stock-Financials	0.46%	—	-0.94%
50	YUM	Yum! Brands INC	Stock-Consumer Disc	0.46%	—	+4.04%

1–50 of 100

Holding changes this quarter

Position changes disclosed by Richwood Investment Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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	HD	Home Depot INC	0%	-1.19%	Trim
24	WELL	Welltower INC	0%	-0.61%	Trim
25	JNJ	Johnson & Johnson	0%	-0.28%	Trim
26	COF	Capital One Financial CORP	0%	-3.40%	Trim
27	TSCO	Tractor Supply Company	0%	+1.74%	Add
28	MA	Mastercard INC - A	-0.1%	-1.49%	Add
29	KMB	Kimberly-clark CORP	-0.1%	-0.90%	Trim
30	WM	Waste Management INC	-0.1%	-1.54%	Trim
31	CL	Colgate-palmolive Co	-0.1%	—	Trim
32	CLX	Clorox Company	-0.1%	-1.78%	Trim
33	PEP	Pepsico INC	-0.1%	-3.98%	Trim
34	ADBE	Adobe INC	-0.1%	-0.10%	Trim
35	COP	Conocophillips	-0.2%	-10.60%	Trim
36	UPS	United Parcel Service-cl B	-0.2%	-7.08%	Trim
37	AMGN	Amgen INC	-0.2%	-3.75%	Trim
38	BMY	Bristol-myers Squibb Co	-0.3%	-10.64%	Trim
39	MRK	Merck & Co. INC.	-0.3%	-3.19%	Trim
40	ELV	Elevance Health INC	-0.4%	-16.96%	Trim
41	V	Visa Inc-class A Shares	-0.4%	-0.83%	Trim
42	LLY	Eli Lilly & Co	-0.7%	-0.35%	Add
43	UNH	Unitedhealth Group INC	-1.1%	-1.72%	Trim
44	FISV	Fiserv INC	—	EXIT	Sold out
45	INTC	Intel CORP	—	NEW	New buy
46	CHRW	C.h. Robinson Worldwide INC	—	NEW	New buy
47	UAL	United Airlines Holdings INC	—	NEW	New buy
48	ITOT	Ishares Core S&p Total U.s.	—	NEW	New buy
49	MMM	3m Co	—	NEW	New buy
50	SPLV	Invesco S&p 500 Low Volatili	—	EXIT	Sold out