Richwood Investment Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 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 $20.5M, Ishares Core S&P Sm Cap ETF with a value of $8.02M, Ishares Core S&P Mid Cap ETF with a value of $8M, Service Now, Inc. with a value of $5.71M, and Eli Lilly & CO with a value of $5.36M.

Examining the 13F form we can see an decrease of $1.01M in the current position value, from $121M to 120M.

Below you can find more details about Richwood Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
ETFs: $46.8 Million
Healthcare: $16.1 Million
Industrials: $14.2 Million
Technology: $12 Million
Financial Services: $10.9 Million
Consumer Cyclical: $7.04 Million
Consumer Defensive: $6.06 Million
Energy: $2.61 Million
Other: $4.04 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $120 Million
  • Prior Value $121 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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