Richwood Investment Advisors, LLC Portfolio Holdings
Richwood Investment Advisors, LLC
- $117 Million
- Q1 2025
Richwood Investment Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.2M, Ishares Core S&P Mid Cap ETF with a value of $7.76M, Ishares Core S&P Sm Cap ETF with a value of $7.51M, Eli Lilly & CO with a value of $5.84M, and Service Now, Inc. with a value of $4.33M.
Examining the 13F form we can see an decrease of $2.33M in the current position value, from $120M to 117M.
Below you can find more details about Richwood Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$117 Million
ETFs: $45.5 Million
Healthcare: $16.6 Million
Industrials: $13.1 Million
Financial Services: $11.4 Million
Technology: $10.5 Million
Consumer Cyclical: $6.9 Million
Consumer Defensive: $6.14 Million
Energy: $2.87 Million
Other: $4.46 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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