Richwood Investment Advisors, LLC
106 holdingsFiling period: 2026-06-30Current AUM: $145.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 39.2K | $29.3M | $30.2M | 20.82% | -987 | 2026-06-30 |
| 2 | IJR | iShares TR | 71.9K | $10.7M | $9.9M | 6.81% | -3,257 | 2026-06-30 |
| 3 | IJH | iShares TR | 130.5K | $10.1M | $9.5M | 6.57% | -5,045 | 2026-06-30 |
| 4 | LLY | Eli Lilly & Co | 6.4K | $7.7M | $8.2M | 5.68% | -445 | 2026-06-30 |
| 5 | EFA | iShares TR | 38.5K | $4.0M | $4.0M | 2.75% | +627 | 2026-06-30 |
| 6 | CAT | Caterpillar Inc | 3.3K | $3.5M | $2.4M | 1.65% | +75 | 2026-06-30 |
| 7 | V | Visa Inc | 10.2K | $3.5M | $4.2M | 2.86% | -679 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 11.1K | $3.2M | $3.8M | 2.60% | +43 | 2026-06-30 |
| 9 | NOW | Servicenow Inc | 24.6K | $2.4M | $3.7M | 2.53% | -2,270 | 2026-06-30 |
| 10 | MA | Mastercard Incorporated | 4.0K | $2.0M | $2.5M | 1.70% | +21 | 2026-06-30 |
| 11 | NOC | Northrop Grumman Corp | 3.8K | $1.9M | $2.0M | 1.40% | +119 | 2026-06-30 |
| 12 | COST | Costco Wholesale Corporation | 1.8K | $1.7M | $1.8M | 1.25% | -- | 2026-06-30 |
| 13 | UNH | Unitedhealth Group Inc | 4.1K | $1.7M | $1.7M | 1.18% | -120 | 2026-06-30 |
| 14 | MRK | Merck & Co Inc | 13.0K | $1.7M | $1.9M | 1.33% | -184 | 2026-06-30 |
| 15 | LMT | Lockheed Martin Corp | 3.2K | $1.6M | $1.8M | 1.22% | -119 | 2026-06-30 |
| 16 | DVY | iShares TR | 10.4K | $1.6M | $1.7M | 1.14% | -140 | 2026-06-30 |
| 17 | HD | Home Depot Inc | 4.5K | $1.6M | $1.4M | 0.98% | -129 | 2026-06-30 |
| 18 | INTC | Intel Corp | 10.4K | $1.4M | $951K | 0.65% | +750 | 2026-06-30 |
| 19 | DE | Deere & Co | 2.3K | $1.4M | $1.4M | 0.99% | +293 | 2026-06-30 |
| 20 | WELL | Welltower Inc | 5.8K | $1.3M | $1.4M | 0.95% | -249 | 2026-06-30 |
| 21 | JNJ | Johnson & Johnson | 5.0K | $1.3M | $1.3M | 0.90% | +318 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 3.4K | $1.3M | $1.8M | 1.23% | +15 | 2026-06-30 |
| 23 | SDY | Spdr Series Trust | 8.0K | $1.2M | $1.3M | 0.86% | -284 | 2026-06-30 |
| 24 | LOW | Lowes Cos Inc | 5.6K | $1.2M | $1.1M | 0.76% | -20 | 2026-06-30 |
| 25 | SNA | Snap on Inc | 2.9K | $1.2M | $1.1M | 0.73% | +10 | 2026-06-30 |
← Scroll →
Page 1 of 5