Richwood Investment Advisors, LLC Portfolio Holdings
Richwood Investment Advisors, LLC
- $121 Million
- Q3 2024
Richwood Investment Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Million distributed in 102 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 $19.2M, Ishares Core S&P Sm Cap ETF with a value of $8M, Ishares Core S&P Mid Cap ETF with a value of $7.85M, Eli Lilly & CO with a value of $6.19M, and Service Now, Inc. with a value of $4.78M.
Examining the 13F form we can see an increase of $6.75M in the current position value, from $114M to 121M.
Below you can find more details about Richwood Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$121 Million
ETFs: $45.8 Million
Healthcare: $18.9 Million
Industrials: $14.3 Million
Technology: $11 Million
Financial Services: $9.58 Million
Consumer Cyclical: $7.3 Million
Consumer Defensive: $6.37 Million
Energy: $2.77 Million
Other: $4.78 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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