Richwood Investment Advisors, LLC Reduced Holdings in Q2 2025

Richwood Investment Advisors, LLC

  • $122 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-745
- 14.58%
$274.35 - $599.47 $204K - $447K
4.37K $1.36M
MRK
Merck & Co., Inc.

Healthcare
-1.49K
- 9.34%
$73.47 - $87.12 $109K - $130K
14.5K $1.14M
AAPL
Apple Inc.

Technology
-65
- 0.54%
$172.42 - $223.89 $11.2K - $14.6K
11.9K $2.45M
ELV
Elevance Health, Inc.

Healthcare
-160
- 7.93%
$372.27 - $452.69 $59.6K - $72.4K
1.86K $722K
AMGN
Amgen Inc

Healthcare
-95
- 2.45%
$262.28 - $309.85 $24.9K - $29.4K
3.79K $1.06M
COP
Conocophillips

Energy
-634
- 11.85%
$82.66 - $106.1 $52.4K - $67.3K
4.72K $423K
CLX
Clorox CO

Consumer Defensive
-201
- 5.23%
$118.01 - $148.69 $23.7K - $29.9K
3.64K $437K
PEP
Pepsico Inc

Consumer Defensive
-85
- 1.54%
$128.02 - $151.37 $10.9K - $12.9K
5.43K $716K
LOW
Lowes Companies Inc

Consumer Cyclical
-176
- 2.89%
$210.83 - $235.28 $37.1K - $41.4K
5.91K $1.31M
ADBE
Adobe Inc.

Technology
-266
- 20.18%
$340.0 - $420.68 $90.4K - $112K
1.05K $406K
CL
Colgate Palmolive CO

Consumer Defensive
-848
- 20.52%
$87.57 - $96.0 $74.3K - $81.4K
3.28K $298K
CVX
Chevron Corp

Energy
-107
- 4.06%
$133.73 - $168.51 $14.3K - $18K
2.53K $361K
DVY
Ishares Tr

ETFs
-349
- 2.94%
$118.37 - $134.86 $41.3K - $47.1K
11.5K $1.53M
ED
Consolidated Edison Inc

Utilities
-115
- 2.41%
$98.05 - $113.3 $11.3K - $13K
4.66K $467K
VZ
Verizon Communications Inc

Communication Services
-615
- 3.93%
$41.67 - $45.62 $25.6K - $28.1K
15K $650K
AEP
American Electric Power CO Inc

Utilities
-419
- 15.03%
$98.59 - $109.11 $41.3K - $45.7K
2.37K $245K
JNJ
Johnson & Johnson

Healthcare
-10
- 0.26%
$146.36 - $159.82 $1.46K - $1.6K
3.88K $592K
IP
International Paper CO

Consumer Cyclical
-20
- 0.31%
$43.89 - $54.46 $878 - $1.09K
6.47K $303K
WELL
Welltower Inc.

Real Estate
-300
- 4.57%
$136.49 - $155.22 $40.9K - $46.6K
6.27K $963K
WM
Waste Management Inc

Industrials
-105
- 3.13%
$216.47 - $242.1 $22.7K - $25.4K
3.25K $743K
PSX
Phillips 66

Energy
-115
- 2.6%
$92.87 - $125.73 $10.7K - $14.5K
4.31K $514K
ABT
Abbott Laboratories

Healthcare
-295
- 9.47%
$123.95 - $138.08 $36.6K - $40.7K
2.82K $383K
GILD
Gilead Sciences, Inc.

Healthcare
-175
- 2.6%
$96.91 - $113.0 $17K - $19.8K
6.56K $727K
MDT
Medtronic PLC

Healthcare
-148
- 3.02%
$80.68 - $88.86 $11.9K - $13.2K
4.75K $413K
MET
Metlife Inc

Financial Services
-96
- 1.9%
$68.42 - $82.49 $6.57K - $7.92K
4.95K $398K
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.41%
$335.24 - $380.78 $5.7K - $6.47K
4.13K $1.51M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-20
- 0.22%
$121.58 - $136.74 $2.43K - $2.73K
9.23K $1.25M
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.6%
$276.76 - $326.81 $2.77K - $3.27K
1.65K $508K
MS
Morgan Stanley

Financial Services
-555
- 15.52%
$99.83 - $140.86 $55.4K - $78.2K
3.02K $425K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-49
- 6.16%
$299.15 - $396.54 $14.7K - $19.4K
746 $295K
ISCB
International Speedway Corp

ETFs
-160
- 1.57%
$47.12 - $58.28 $7.54K - $9.32K
10K $583K
PM
Philip Morris International Inc.

Consumer Defensive
-52
- 2.51%
$149.23 - $184.95 $7.76K - $9.62K
2.02K $367K
DAL
Delta Air Lines, Inc.

Industrials
-174
- 1.93%
$35.88 - $52.99 $6.24K - $9.22K
8.83K $434K
V
Visa Inc.

Financial Services
-20
- 0.18%
$308.27 - $373.31 $6.17K - $7.47K
10.9K $3.87M
GD
General Dynamics Corp

Industrials
-38
- 1.27%
$247.68 - $291.66 $9.41K - $11.1K
2.95K $859K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.39%
$908.13 - $1056.85 $6.36K - $7.4K
1.8K $1.79M
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 2.14%
$210.28 - $289.91 $10.5K - $14.5K
2.29K $662K
WFC
Wells Fargo & Company

Financial Services
-137
- 1.06%
$60.98 - $80.12 $8.35K - $11K
12.8K $1.03M
COF
Capital One Financial Corp

Financial Services
-134
- 3.52%
$150.57 - $212.76 $20.2K - $28.5K
3.68K $782K
CAT
Caterpillar Inc

Industrials
-54
- 1.68%
$273.94 - $388.21 $14.8K - $21K
3.16K $1.23M
BA
Boeing CO

Industrials
-65
- 1.39%
$136.59 - $217.51 $8.88K - $14.1K
4.62K $967K
MSFT
Microsoft Corp

Technology
-15
- 0.43%
$354.56 - $497.45 $5.32K - $7.46K
3.47K $1.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-707
- 0.53%
$51.16 - $62.02 $36.2K - $43.8K
132K $8.2M
NOW
Service Now, Inc.

Technology
-38
- 0.7%
$721.65 - $1040.18 $27.4K - $39.5K
5.4K $5.55M
Activity Summary
Buys All Purchases 22 New Holdings 5 Increased Positions 17 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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