Richwood Investment Advisors, LLC Portfolio Holdings

Richwood Investment Advisors, LLC

  • $128 Million
  • Q3 2025

Richwood Investment Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 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 $25.1M, Ishares Core S&P Mid Cap ETF with a value of $8.61M, Ishares Core S&P Sm Cap ETF with a value of $8.58M, Eli Lilly & CO with a value of $5.41M, and Service Now, Inc. with a value of $4.84M.

Examining the 13F form we can see an increase of $5.92M in the current position value, from $122M to 128M.

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

Portfolio value $128 Million
ETFs: $53.2 Million
Industrials: $15.4 Million
Healthcare: $13.7 Million
Technology: $13 Million
Financial Services: $12.3 Million
Consumer Cyclical: $7.16 Million
Consumer Defensive: $5.58 Million
Energy: $2.63 Million
Other: $4.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$589,000 0.46% of portfolio
5,812
Q3 2025 Reduced 0.94%
$0
$557,000 0.44% of portfolio
5,043
Q1 2025 Reduced 7.35%
$68.9B
$554,000 0.43% of portfolio
2,351
Q3 2025 Reduced 1.47%
$99.5B
$536,000 0.42% of portfolio
11,887
Q3 2025 Reduced 10.64%
$35.1B
$519,000 0.41% of portfolio
4,176
Q3 2025 Reduced 0.9%
$136B
$514,000 0.4% of portfolio
2,175
Q3 2025 Added 6.72%
$270B
$500,000 0.39% of portfolio
3,147
Q3 2025 Added 4.17%
$37.5B
$501,000 0.39% of portfolio
8,833
Q2 2025 Reduced 1.93%
$78.2B
$498,000 0.39% of portfolio
1,542
Q3 2025 Reduced 16.96%
$0
$484,000 0.38% of portfolio
3,953
Q3 2025 Reduced 0.88%
$104B
$483,000 0.38% of portfolio
1,649
Q2 2025 Reduced 0.6%
$0
$488,000 0.38% of portfolio
5,516
Q3 2025 Reduced 0.68%
$36B
$468,000 0.37% of portfolio
4,659
Q2 2025 Reduced 2.41%
$68.7B
$472,000 0.37% of portfolio
5,658
Q3 2025 Reduced 7.08%
$12.8B
$441,000 0.35% of portfolio
3,577
Q3 2025 Reduced 1.78%
$23.2B
$444,000 0.35% of portfolio
9,073
Q3 2025 Reduced 3.2%
$128B
$422,000 0.33% of portfolio
4,434
Q3 2025 Reduced 6.57%
$303B
$392,000 0.31% of portfolio
2,526
Q3 2025 Reduced 0.04%
$113B
$398,000 0.31% of portfolio
4,215
Q3 2025 Reduced 10.6%
$62.7B
$394,000 0.31% of portfolio
4,786
Q3 2025 Reduced 3.35%
$14.5B
$394,000 0.31% of portfolio
1,322
Q3 2025 Reduced 2.79%
$151B
$370,000 0.29% of portfolio
1,051
Q3 2025 Reduced 0.1%
$121B
$366,000 0.29% of portfolio
474
Q3 2025 Reduced 0.21%
$228B
$351,000 0.28% of portfolio
2,624
Q3 2025 Reduced 6.92%
$24.1B
$314,000 0.25% of portfolio
2,247
Q3 2025 Reduced 0.04%
$319B
$316,000 0.25% of portfolio
4,630
Q1 2025 Reduced 9.46%
$0
$324,000 0.25% of portfolio
746
Q2 2025 Reduced 6.16%
$237B
$316,000 0.25% of portfolio
1,950
Q3 2025 Reduced 3.37%
$40.4B
$316,000 0.25% of portfolio
2,497
Q4 2024 Added 25.04%
$0
$310,000 0.24% of portfolio
3,750
Q4 2024 Reduced 6.72%
$57.9B
$302,000 0.24% of portfolio
1,407
Q3 2025 Reduced 6.64%
$222B
$291,000 0.23% of portfolio
600
Q3 2025 Reduced 15.13%
$13.3B
$295,000 0.23% of portfolio
6,372
Q3 2025 Reduced 1.55%
$73.7B
$277,000 0.22% of portfolio
1,015
Q3 2025 Reduced 0.1%
$143B
$282,000 0.22% of portfolio
8,426
Q3 2025 New
$0
$286,000 0.22% of portfolio
2,058
Q3 2025 Reduced 0.58%
$6.3B
$277,000 0.22% of portfolio
2,754
Q3 2025 Reduced 2.06%
$18.9B
$273,000 0.21% of portfolio
2,065
Q3 2025 New
$37.9B
$268,000 0.21% of portfolio
3,266
Q1 2025 Reduced 1.69%
$65.7B
$274,000 0.21% of portfolio
913
Q3 2025 Added 1.56%
$65.7B
$262,000 0.21% of portfolio
3,284
Q2 2025 Reduced 20.52%
$62.3B
$257,000 0.2% of portfolio
2,288
Q3 2025 Reduced 3.38%
$74.9B
$258,000 0.2% of portfolio
990
Q1 2025 Reduced 3.41%
$31.1B
$259,000 0.2% of portfolio
2,691
Q2 2025 New
$19.9B
$256,000 0.2% of portfolio
3,287
Q3 2025 Reduced 2.49%
$0
$222,000 0.17% of portfolio
1,526
Q2 2025 New
$48.1B
$223,000 0.17% of portfolio
773
Q3 2025 Reduced 0.13%
$96.4B
$208,000 0.16% of portfolio
1,685
Q3 2025 New
$91.4B
$206,000 0.16% of portfolio
1,328
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $128 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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