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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$428B
$576,000 0.47% of portfolio
3,649
Q1 2025 New
$43.6B
$543,000 0.45% of portfolio
4,214
Q1 2025 Reduced 6.85%
$40.9B
$550,000 0.45% of portfolio
3,713
Q2 2025 Added 5.69%
$58.6B
$542,000 0.45% of portfolio
2,386
Q2 2025 Added 4.37%
$125B
$508,000 0.42% of portfolio
1,649
Q2 2025 Reduced 0.6%
$63.3B
$514,000 0.42% of portfolio
4,310
Q2 2025 Reduced 2.6%
$0
$501,000 0.41% of portfolio
5,043
Q1 2025 Reduced 7.35%
$188B
$499,000 0.41% of portfolio
5,867
Q2 2025 Added 21.8%
$34.7B
$467,000 0.38% of portfolio
4,659
Q2 2025 Reduced 2.41%
$0
$467,000 0.38% of portfolio
3,988
Q4 2024 Reduced 13.08%
$137B
$468,000 0.38% of portfolio
2,038
Q1 2025 Reduced 4.54%
$38.8B
$434,000 0.36% of portfolio
8,833
Q2 2025 Reduced 1.93%
$15.4B
$437,000 0.36% of portfolio
3,642
Q2 2025 Reduced 5.23%
$0
$442,000 0.36% of portfolio
5,554
Q1 2025 Reduced 1.59%
$122B
$423,000 0.35% of portfolio
4,715
Q2 2025 Reduced 11.85%
$255B
$425,000 0.35% of portfolio
3,021
Q2 2025 Reduced 15.52%
$123B
$413,000 0.34% of portfolio
4,746
Q2 2025 Reduced 3.02%
$160B
$406,000 0.33% of portfolio
1,052
Q2 2025 Reduced 20.18%
$65.2B
$398,000 0.33% of portfolio
4,952
Q2 2025 Reduced 1.9%
$28.8B
$393,000 0.32% of portfolio
9,373
Q2 2025 Added 104.34%
$233B
$383,000 0.31% of portfolio
2,819
Q2 2025 Reduced 9.47%
$309B
$361,000 0.3% of portfolio
2,527
Q2 2025 Reduced 4.06%
$250B
$367,000 0.3% of portfolio
2,018
Q2 2025 Reduced 2.51%
$49.5B
$363,000 0.3% of portfolio
2,497
Q4 2024 Added 25.04%
$14.7B
$347,000 0.29% of portfolio
1,360
Q1 2025 Reduced 2.72%
$99.4B
$348,000 0.29% of portfolio
475
Q4 2024 Reduced 2.26%
$279B
$321,000 0.26% of portfolio
4,630
Q1 2025 Reduced 9.46%
$0
$300,000 0.25% of portfolio
3,750
Q4 2024 Reduced 6.72%
$56.3B
$303,000 0.25% of portfolio
1,507
Q1 2025 Reduced 5.93%
$17.2B
$303,000 0.25% of portfolio
6,472
Q2 2025 Reduced 0.31%
$69.8B
$298,000 0.24% of portfolio
3,284
Q2 2025 Reduced 20.52%
$0
$295,000 0.24% of portfolio
746
Q2 2025 Reduced 6.16%
$192B
$286,000 0.24% of portfolio
707
Q1 2025 Reduced 4.85%
$20.2B
$282,000 0.23% of portfolio
2,248
Q2 2025 Reduced 19.22%
$0
$279,000 0.23% of portfolio
2,070
Q3 2024 Reduced 5.69%
$78.4B
$273,000 0.22% of portfolio
1,016
Q1 2025 Reduced 6.19%
$6.55B
$267,000 0.22% of portfolio
2,812
Q1 2025 Added 3.5%
$41.8B
$247,000 0.2% of portfolio
3,266
Q1 2025 Reduced 1.69%
$55.8B
$245,000 0.2% of portfolio
2,368
Q2 2025 Reduced 15.03%
$81.6B
$244,000 0.2% of portfolio
990
Q1 2025 Reduced 3.41%
$51.3B
$227,000 0.19% of portfolio
774
Q2 2024 Reduced 9.79%
$38.6B
$231,000 0.19% of portfolio
3,371
Q2 2025 Added 8.11%
$64.8B
$230,000 0.19% of portfolio
899
Q4 2024 Reduced 7.22%
$34.7B
$214,000 0.18% of portfolio
2,691
Q2 2025 New
$0
$219,000 0.18% of portfolio
1,460
Q2 2025 New
$0
$206,000 0.17% of portfolio
1,526
Q2 2025 New
$86B
$202,000 0.17% of portfolio
1,328
Q2 2025 New
$149B
$205,000 0.17% of portfolio
520
Q2 2025 New
$79.5B
$189,000 0.16% of portfolio
1,510
Q4 2024 Reduced 9.85%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $122 Million
  • Prior Value $117 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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