Richwood Investment Advisors, LLC Purchases in Q4 2024

Richwood Investment Advisors, LLC

  • $120 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.58K
+ 4.76%
$570.51 - $610.59 $903K - $966K
34.8K $20.5M
NOW
Service Now, Inc.

Technology
40
+ 0.75%
$867.18 - $1148.42 $34.7K - $45.9K
5.38K $5.71M
V
Visa Inc.

Financial Services
222
+ 2.13%
$273.87 - $320.91 $60.8K - $71.2K
10.6K $3.36M
UAL
United Airlines Holdings, Inc.

Industrials
2.69K
New
$55.62 - $102.44 $150K - $276K
2.69K $261K
AAPL
Apple Inc.

Technology
95
+ 0.8%
$221.69 - $259.02 $21.1K - $24.6K
12K $3.01M
MA
Mastercard Inc

Financial Services
171
+ 4.42%
$491.3 - $536.15 $84K - $91.7K
4.04K $2.13M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.46K
New
$129.96 - $144.97 $190K - $212K
1.46K $203K
SNA
Snap On Inc

Industrials
35
+ 1.16%
$285.44 - $371.35 $9.99K - $13K
3.05K $1.04M
BA
Boeing CO

Industrials
225
+ 4.69%
$138.14 - $180.72 $31.1K - $40.7K
5.03K $889K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.33K
+ 1.85%
$61.68 - $67.87 $144K - $158K
128K $8M
BMY
Bristol Myers Squibb CO

Healthcare
750
+ 6.47%
$51.92 - $59.94 $38.9K - $45K
12.3K $698K
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 6.24%
$205.18 - $250.29 $26.7K - $32.5K
2.21K $530K
FDX
Fedex Corp

Industrials
245
+ 12.37%
$260.5 - $305.15 $63.8K - $74.8K
2.23K $626K
PAYX
Paychex Inc

Industrials
500
+ 25.04%
$135.86 - $148.73 $67.9K - $74.4K
2.5K $350K
MSFT
Microsoft Corp

Technology
225
+ 8.46%
$406.35 - $454.46 $91.4K - $102K
2.88K $1.22M
CVX
Chevron Corp

Energy
525
+ 22.81%
$141.15 - $162.53 $74.1K - $85.3K
2.83K $409K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.39%
$873.59 - $994.69 $6.12K - $6.96K
1.82K $1.66M
CSCO
Cisco Systems, Inc.

Technology
300
+ 6.23%
$52.45 - $60.02 $15.7K - $18K
5.11K $302K
C
Citigroup Inc

Financial Services
25
+ 0.59%
$61.31 - $72.5 $1.53K - $1.81K
4.23K $297K
YUM
Yum Brands Inc

Consumer Cyclical
376
+ 12.44%
$130.36 - $139.54 $49K - $52.5K
3.4K $455K
ALL
Allstate Corp

Financial Services
140
+ 9.58%
$181.25 - $208.2 $25.4K - $29.1K
1.6K $308K
HD
Home Depot, Inc.

Consumer Cyclical
232
+ 6.28%
$385.02 - $431.37 $89.3K - $100K
3.93K $1.53M
DE
Deere & CO

Industrials
33
+ 2.07%
$389.45 - $466.0 $12.9K - $15.4K
1.63K $689K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.21K
+ 1.77%
$113.92 - $127.38 $138K - $154K
69.6K $8.02M
PM
Philip Morris International Inc.

Consumer Defensive
150
+ 7.81%
$118.38 - $133.06 $17.8K - $20K
2.07K $249K
MET
Metlife Inc

Financial Services
190
+ 3.83%
$78.15 - $88.25 $14.8K - $16.8K
5.15K $421K
UNP
Union Pacific Corp

Industrials
202
+ 10.45%
$223.15 - $249.32 $45.1K - $50.4K
2.14K $486K
JNJ
Johnson & Johnson

Healthcare
396
+ 12.18%
$143.34 - $165.86 $56.8K - $65.7K
3.65K $527K
AFL
Aflac Inc

Financial Services
575
+ 8.06%
$100.37 - $115.27 $57.7K - $66.3K
7.71K $797K
CAT
Caterpillar Inc

Industrials
185
+ 7.44%
$360.37 - $416.88 $66.7K - $77.1K
2.67K $968K
AEP
American Electric Power CO Inc

Utilities
270
+ 7.95%
$90.91 - $102.21 $24.5K - $27.6K
3.67K $338K
COP
Conocophillips

Energy
182
+ 3.67%
$95.12 - $114.72 $17.3K - $20.9K
5.14K $509K
TSCO
Tractor Supply CO

Consumer Cyclical
23.4K
+ 439.73%
$52.59 - $303.74 $1.23M - $7.11M
28.7K $1.52M
ADBE
Adobe Inc.

Technology
140
+ 11.77%
$437.39 - $552.96 $61.2K - $77.4K
1.33K $590K
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 2.19%
$288.47 - $316.54 $26K - $28.5K
4.2K $1.22M
KO
Coca Cola CO

Consumer Defensive
602
+ 6.04%
$61.74 - $71.71 $37.2K - $43.2K
10.6K $658K
ED
Consolidated Edison Inc

Utilities
115
+ 2.26%
$88.87 - $107.38 $10.2K - $12.3K
5.19K $463K
PEP
Pepsico Inc

Consumer Defensive
82
+ 1.43%
$151.29 - $176.1 $12.4K - $14.4K
5.82K $884K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.96K
+ 6.24%
$75.1 - $82.99 $147K - $163K
33.4K $2.53M
NOC
Northrop Grumman Corp

Industrials
133
+ 4.1%
$466.52 - $543.88 $62K - $72.3K
3.37K $1.58M
AMGN
Amgen Inc

Healthcare
206
+ 4.99%
$258.78 - $328.31 $53.3K - $67.6K
4.34K $1.13M
LMT
Lockheed Martin Corp

Industrials
98
+ 2.92%
$479.66 - $614.62 $47K - $60.2K
3.45K $1.68M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 0.38%
$485.52 - $625.25 $9.71K - $12.5K
5.25K $2.65M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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