Richwood Investment Advisors, LLC Portfolio Holdings
Richwood Investment Advisors, LLC
- $128 Million
- Q3 2025
Richwood Investment Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 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 $25.1M, Ishares Core S&P Mid Cap ETF with a value of $8.61M, Ishares Core S&P Sm Cap ETF with a value of $8.58M, Eli Lilly & CO with a value of $5.41M, and Service Now, Inc. with a value of $4.84M.
Examining the 13F form we can see an increase of $5.92M in the current position value, from $122M to 128M.
Below you can find more details about Richwood Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $53.2 Million
Industrials: $15.4 Million
Healthcare: $13.7 Million
Technology: $13 Million
Financial Services: $12.3 Million
Consumer Cyclical: $7.16 Million
Consumer Defensive: $5.58 Million
Energy: $2.63 Million
Other: $4.52 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|