Richwood Investment Advisors, LLC Portfolio Holdings
Richwood Investment Advisors, LLC
- $122 Million
- Q2 2025
Richwood Investment Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Million distributed in 100 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 $23M, Ishares Core S&P Mid Cap ETF with a value of $8.2M, Ishares Core S&P Sm Cap ETF with a value of $7.92M, Service Now, Inc. with a value of $5.55M, and Eli Lilly & CO with a value of $5.55M.
Examining the 13F form we can see an increase of $4.21M in the current position value, from $117M to 122M.
Below you can find more details about Richwood Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$122 Million
ETFs: $49.7 Million
Industrials: $14.2 Million
Healthcare: $14.1 Million
Technology: $12.6 Million
Financial Services: $12.1 Million
Consumer Cyclical: $6.63 Million
Consumer Defensive: $5.82 Million
Energy: $2.5 Million
Other: $4.06 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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