Richwood Investment Advisors, LLC Portfolio Holdings
Richwood Investment Advisors, LLC
- $120 Million
- Q4 2024
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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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