Richwood Investment Advisors, LLC Top Holdings and 13F Report (2025) About Richwood Investment Advisors, LLCInvestment ActivityRichwood Investment Advisors, LLC has $119.95 million in total holdings as of December 31, 2024.Richwood Investment Advisors, LLC owns shares of 100 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.83% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Richwood Investment Advisors, LLC has purchased 102 new stocks and bought additional shares in 42 stocks.Richwood Investment Advisors, LLC sold shares of 45 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $20,513,143iShares Core S&P Small-Cap ETF $8,024,716iShares Core S&P Mid-Cap ETF $7,997,068ServiceNow $5,705,566Eli Lilly and Company $5,363,856 Largest New Holdings this Quarter United Airlines $261,296 HoldingiShares Core S&P U.S. Growth ETF $203,451 Holding Largest Purchases this Quarter Tractor Supply 23,411 shares (about $1.24M)iShares Core S&P 500 ETF 1,582 shares (about $931.29K)United Airlines 2,691 shares (about $261.30K)iShares Core S&P U.S. Growth ETF 1,460 shares (about $203.45K)iShares MSCI EAFE ETF 1,964 shares (about $148.50K) Largest Sales this Quarter Elevance Health 437 shares (about $161.21K)Fastenal 1,450 shares (about $104.27K)iShares Select Dividend ETF 585 shares (about $76.81K)Jones Lang LaSalle 280 shares (about $70.85K)iShares Core High Dividend ETF 600 shares (about $67.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichwood Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$20,513,143$931,292 ▲4.8%34,84617.1%ETFIJRiShares Core S&P Small-Cap ETF$8,024,716$139,646 ▲1.8%69,6476.7%ETFIJHiShares Core S&P Mid-Cap ETF$7,997,068$144,996 ▲1.8%128,3436.7%ETFNOWServiceNow$5,705,566$42,405 ▲0.7%5,3824.8%Computer and TechnologyLLYEli Lilly and Company$5,363,856$33,196 ▼-0.6%6,9484.5%MedicalVVisa$3,359,031$70,158 ▲2.1%10,6292.8%Business ServicesAAPLApple$3,005,040$23,790 ▲0.8%12,0002.5%Computer and TechnologyUNHUnitedHealth Group$2,654,247$10,117 ▲0.4%5,2472.2%MedicalEFAiShares MSCI EAFE ETF$2,528,323$148,498 ▲6.2%33,4392.1%FinanceMAMastercard$2,125,500$90,032 ▲4.4%4,0371.8%Business ServicesLMTLockheed Martin$1,678,194$47,615 ▲2.9%3,4541.4%AerospaceMRKMerck & Co., Inc.$1,669,446$29,744 ▼-1.8%16,7821.4%MedicalCOSTCostco Wholesale$1,663,946$6,414 ▲0.4%1,8161.4%Retail/WholesaleNOCNorthrop Grumman$1,583,150$62,406 ▲4.1%3,3741.3%AerospaceDVYiShares Select Dividend ETF$1,560,047$76,808 ▼-4.7%11,8821.3%ETFHDHome Depot$1,527,369$90,234 ▲6.3%3,9271.3%Retail/WholesaleTSCOTractor Supply$1,524,679$1,242,188 ▲439.7%28,7351.3%Retail/WholesaleLOWLowe's Companies$1,482,528$59,726 ▼-3.9%6,0071.2%Retail/WholesaleSDYSPDR S&P Dividend ETF$1,253,233$2,642 ▼-0.2%9,4871.0%ETFMCDMcDonald's$1,217,666$26,093 ▲2.2%4,2001.0%Retail/WholesaleMSFTMicrosoft$1,215,606$94,838 ▲8.5%2,8841.0%Computer and TechnologyXOMExxon Mobil$1,192,978$5,701 ▼-0.5%11,0901.0%Oils/EnergyAMGNAmgen$1,130,591$53,689 ▲5.0%4,3380.9%MedicalETNEaton$1,071,276$13,275 ▼-1.2%3,2280.9%Industrial ProductsSNASnap-on$1,036,432$11,882 ▲1.2%3,0530.9%Consumer DiscretionaryORCLOracle$1,015,0040.0%6,0910.8%Computer and TechnologyAXPAmerican Express$1,009,234$23,740 ▲2.4%3,4010.8%FinanceCATCaterpillar$968,569$67,111 ▲7.4%2,6700.8%Industrial ProductsWFCWells Fargo & Company$921,338$21,072 ▼-2.2%13,1170.8%FinanceBABoeing$889,779$39,825 ▲4.7%5,0270.7%AerospacePEPPepsiCo$884,533$12,469 ▲1.4%5,8170.7%Consumer StaplesGDGeneral Dynamics$862,403$52,698 ▼-5.8%3,2730.7%AerospaceWELLWelltower$859,5250.0%6,8200.7%FinanceAFLAflac$797,574$59,474 ▲8.1%7,7110.7%FinanceUPSUnited Parcel Service$785,792$15,635 ▼-2.0%6,2320.7%TransportationPGProcter & Gamble$768,759$22,966 ▼-2.9%4,5860.6%Consumer StaplesELVElevance Health$744,071$161,209 ▼-17.8%2,0170.6%MedicalVYMVanguard High Dividend Yield ETF$720,565$1,148 ▼-0.2%5,6480.6%ETFBMYBristol-Myers Squibb$698,375$42,418 ▲6.5%12,3480.6%MedicalWMWaste Management$697,6890.0%3,4580.6%Business ServicesDEDeere & Company$689,360$13,982 ▲2.1%1,6270.6%Industrial ProductsISCBiShares Morningstar Small-Cap ETF$687,488$28,159 ▼-3.9%11,7190.6%ETFPFFiShares Preferred and Income Securities ETF$682,287$14,305 ▼-2.1%21,7010.6%ETFCOFCapital One Financial$679,578$8,916 ▼-1.3%3,8110.6%FinanceKOCoca-Cola$658,387$37,480 ▲6.0%10,5750.5%Consumer StaplesVZVerizon Communications$652,077$23,594 ▼-3.5%16,3060.5%Computer and TechnologyCLXClorox$634,333$21,599 ▼-3.3%3,9060.5%Consumer StaplesGILDGilead Sciences$629,317$1,847 ▼-0.3%6,8130.5%MedicalFDXFedEx$626,241$68,926 ▲12.4%2,2260.5%TransportationSOSouthern$620,117$16,052 ▼-2.5%7,5330.5%UtilitiesKMBKimberly-Clark$592,825$30,139 ▼-4.8%4,5240.5%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$591,1640.0%5,4430.5%ETFADBEAdobe$590,757$62,232 ▲11.8%1,3290.5%Computer and TechnologyDALDelta Air Lines$577,412$29,948 ▼-4.9%9,5440.5%TransportationJPMJPMorgan Chase & Co.$530,478$31,162 ▲6.2%2,2130.4%FinanceJNJJohnson & Johnson$527,501$57,262 ▲12.2%3,6480.4%MedicalADPAutomatic Data Processing$514,912$7,318 ▼-1.4%1,7590.4%Business ServicesCOPConocoPhillips$509,337$18,049 ▲3.7%5,1360.4%Oils/EnergyPSXPhillips 66$504,140$17,659 ▼-3.4%4,4250.4%Oils/EnergySLYVSPDR S&P 600 Small CapValue ETF$492,4390.0%5,6440.4%ETFUNPUnion Pacific$486,865$46,064 ▲10.5%2,1350.4%TransportationBIIBBiogen$478,716$46,022 ▼-8.8%3,1310.4%MedicalMSMorgan Stanley$471,7640.0%3,7530.4%FinancePFEPfizer$469,117$11,355 ▼-2.4%17,6830.4%MedicalEDConsolidated Edison$463,461$10,261 ▲2.3%5,1940.4%UtilitiesABTAbbott Laboratories$460,522$38,688 ▼-7.7%4,0710.4%MedicalYUMYum! Brands$455,876$50,444 ▲12.4%3,3980.4%Retail/WholesaleHDViShares Core High Dividend ETF$447,693$67,356 ▼-13.1%3,9880.4%ETFFASTFastenal$439,442$104,269 ▼-19.2%6,1110.4%Retail/WholesaleMETMetLife$421,477$15,556 ▲3.8%5,1480.4%FinanceMDTMedtronic$417,828$25,161 ▼-5.7%5,2310.3%MedicalCVXChevron$409,526$76,053 ▲22.8%2,8270.3%Oils/EnergyTMOThermo Fisher Scientific$386,5310.0%7430.3%MedicalIPInternational Paper$381,422$21,528 ▼-5.3%7,0870.3%Basic MaterialsCLColgate-Palmolive$354,276$24,091 ▼-6.4%3,8970.3%Consumer StaplesJLLJones Lang LaSalle$353,763$70,854 ▼-16.7%1,3980.3%FinancePAYXPaychex$350,129$70,110 ▲25.0%2,4970.3%Business ServicesAEPAmerican Electric Power$338,300$24,902 ▲7.9%3,6680.3%UtilitiesFIFiserv$310,184$33,894 ▼-9.9%1,5100.3%Business ServicesALLAllstate$308,850$26,991 ▲9.6%1,6020.3%FinanceCSCOCisco Systems$302,749$17,760 ▲6.2%5,1140.3%Computer and TechnologyCCitigroup$297,890$1,760 ▲0.6%4,2320.2%FinanceVOOGVanguard S&P 500 Growth ETF$291,018$7,321 ▼-2.5%7950.2%ETFXLVHealth Care Select Sector SPDR Fund$284,7700.0%2,0700.2%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$283,238$20,393 ▼-6.7%3,7500.2%ETFMCKMcKesson$270,565$6,266 ▼-2.3%4750.2%MedicalDDDuPont de Nemours$266,722$10,522 ▼-3.8%3,4980.2%Basic MaterialsUALUnited Airlines$261,296$261,296 ▲New Holding2,6910.2%TransportationITWIllinois Tool Works$259,899$24,088 ▼-8.5%1,0250.2%Industrial ProductsLEALear$257,253$9,942 ▼-3.7%2,7170.2%Auto/Tires/TrucksSYYSysco$254,0000.0%3,3220.2%Consumer StaplesECLEcolab$253,769$9,373 ▼-3.6%1,0830.2%Basic MaterialsPMPhilip Morris International$249,125$18,053 ▲7.8%2,0700.2%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$242,5770.0%1,8860.2%ETFPSAPublic Storage$231,6170.0%7740.2%FinanceNSCNorfolk Southern$210,995$16,429 ▼-7.2%8990.2%TransportationCHRWC.H. Robinson Worldwide$210,592$51,666 ▼-19.7%2,0380.2%TransportationABBVAbbVie$209,011$60,428 ▼-22.4%1,1760.2%MedicalIUSGiShares Core S&P U.S. Growth ETF$203,451$203,451 ▲New Holding1,4600.2%ManufacturingPKGPackaging Co. of America$201,942$23,639 ▼-10.5%8970.2%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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