MondegarAI
Richwood Investment Advisors, LLC

Q2 2024 · 13F-HR

Richwood Investment Advisors, LLCholdings as filed

Filed 2024-07-26 · accession 0001172661-24-002935

$114.1M
Reported value
100
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$18.5M16.2%33,764CommonNONE
464287507IJHISHARES TR$7.5M6.61%128,898CommonNONE
464287804IJRISHARES TR$7.4M6.48%69,330CommonNONE
532457108LLYELI LILLY & CO$6.5M5.66%7,138CommonNONE
81762P102NOWSERVICENOW INC$4.3M3.73%5,414CommonNONE
92826C839VVISA INC$2.7M2.39%10,414CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.7M2.34%5,244CommonNONE
037833100AAPLAPPLE INC$2.5M2.21%11,987CommonNONE
464287465EFAISHARES TR$2.5M2.18%31,831CommonNONE
58933Y105MRKMERCK & CO INC$2.1M1.82%16,816CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M1.51%3,912CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.6M1.42%3,474CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M1.39%1,869CommonNONE
464287168DVYISHARES TR$1.5M1.35%12,694CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M1.29%5,449CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.4M1.26%3,288CommonNONE
548661107LOWLOWES COS INC$1.4M1.25%6,477CommonNONE
036752103ELVELEVANCE HEALTH INC$1.3M1.18%2,489CommonNONE
031162100AMGNAMGEN INC$1.3M1.15%4,194CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M1.15%11,373CommonNONE
437076102HDHOME DEPOT INC$1.3M1.13%3,732CommonNONE
594918104MSFTMICROSOFT CORP$1.3M1.11%2,826CommonNONE
580135101MCDMCDONALDS CORP$1.3M1.10%4,920CommonNONE
78464A763SDYSPDR SER TR$1.2M1.06%9,554CommonNONE
713448108PEPPEPSICO INC$1.1M0.92%6,369CommonNONE
G29183103ETNEATON CORP PLC$1.0M0.91%3,328CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.0M0.88%3,473CommonNONE
097023105BABOEING CO$915,8740.80%5,032CommonNONE
09062X103BIIBBIOGEN INC$893,4340.78%3,854CommonNONE
68389X105ORCLORACLE CORP$888,2890.78%6,291CommonNONE
149123101CATCATERPILLAR INC$827,7540.73%2,485CommonNONE
949746101WMT2WELLS FARGO CO NEW$805,7440.71%13,567CommonNONE
025816109AXPAMERICAN EXPRESS CO$789,7010.69%3,411CommonNONE
833034101SNASNAP ON INC$788,8750.69%3,018CommonNONE
742718109PGPROCTER AND GAMBLE CO$778,8350.68%4,723CommonNONE
94106L109WMWASTE MGMT INC DEL$770,6910.68%3,613CommonNONE
464288687PFFISHARES TR$725,5320.64%22,996CommonNONE
95040Q104WELLWELLTOWER INC$713,5910.63%6,845CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$708,2150.62%17,173CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$705,4030.62%5,948CommonNONE
00724F101ADBEADOBE INC$686,9250.60%1,237CommonNONE
494368103KMBKIMBERLY-CLARK CORP$669,4410.59%4,844CommonNONE
464288505ISCBISHARES TR$657,2090.58%12,199CommonNONE
001055102AFLAFLAC INC$653,5710.57%7,318CommonNONE
718546104PSXPHILLIPS 66$634,5590.56%4,495CommonNONE
191216100KOCOCA COLA CO$631,5860.55%9,923CommonNONE
244199105DEDEERE & CO$617,9840.54%1,654CommonNONE
842587107SOSOUTHERN CO$601,4000.53%7,753CommonNONE
189054109CLXCLOROX CO DEL$585,2860.51%4,289CommonNONE
20825C104COPCONOCOPHILLIPS$579,3350.51%5,065CommonNONE
31428X106FDXFEDEX CORP$572,9940.50%1,911CommonNONE
464287879IJSISHARES TR$557,6490.49%5,733CommonNONE
14040H105COFCAPITAL ONE FINL CORP$554,6310.49%4,006CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$540,3940.47%2,264CommonNONE
311900104FASTFASTENAL CO$518,1790.45%8,246CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$511,5040.45%12,317CommonNONE
717081103PFEPFIZER INC$508,1310.45%18,161CommonNONE
46429B663HDVISHARES TR$498,7160.44%4,588CommonNONE
375558103GILDGILEAD SCIENCES INC$494,8840.43%7,213CommonNONE
247361702DALDELTA AIR LINES INC DEL$494,2770.43%10,419CommonNONE
478160104JNJJOHNSON & JOHNSON$491,3170.43%3,362CommonNONE
002824100ABTABBOTT LABS$465,9270.41%4,484CommonNONE
209115104EDCONSOLIDATED EDISON INC$457,2940.40%5,114CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$446,5900.39%2,208CommonNONE
G5960L103MDTMEDTRONIC PLC$446,3410.39%5,671CommonNONE
907818108UNPUNION PAC CORP$445,0530.39%1,967CommonNONE
78464A300SLYVSPDR SER TR$441,9820.39%5,644CommonNONE
194162103CLCOLGATE PALMOLIVE CO$403,8800.35%4,162CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$403,6900.35%730CommonNONE
988498101YUMYUM BRANDS INC$400,2940.35%3,022CommonNONE
617446448MSMORGAN STANLEY$393,8620.35%4,053CommonNONE
166764100CVXCHEVRON CORP NEW$369,1810.32%2,360CommonNONE
59156R108METMETLIFE INC$360,9520.32%5,143CommonNONE
48020Q107JLLJONES LANG LASALLE INC$352,0550.31%1,715CommonNONE
58155Q103MCKMCKESSON CORP$344,2920.30%590CommonNONE
460146103IPINTERNATIONAL PAPER CO$343,3450.30%7,957CommonNONE
521865204LEALEAR CORP$323,9570.28%2,837CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$319,9210.28%2,195CommonNONE
278865100ECLECOLAB INC$313,0890.27%1,316CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$306,9150.27%3,498CommonNONE
26614N102DDDUPONT DE NEMOURS INC$296,4450.26%3,683CommonNONE
172967424CCITIGROUP INC$286,0140.25%4,507CommonNONE
458140100INTCINTEL CORP$279,8450.25%9,036CommonNONE
452308109ITWILLINOIS TOOL WKS INC$272,5040.24%1,150CommonNONE
464288307IMCGISHARES TR$272,3550.24%4,020CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$271,7620.24%815CommonNONE
871829107SYYSYSCO CORP$269,2830.24%3,772CommonNONE
00287Y109ABBVABBVIE INC$260,0590.23%1,516CommonNONE
020002101ALLALLSTATE CORP$253,3800.22%1,587CommonNONE
337738108FISVFISERV INC$249,6420.22%1,675CommonNONE
260557103DOWDOW INC$238,5130.21%4,496CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$231,8070.20%3,569CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$227,1950.20%2,578CommonNONE
464287150ITOTISHARES TR$224,0190.20%1,886CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$222,4970.19%774CommonNONE
655844108NSCNORFOLK SOUTHN CORP$214,4750.19%999CommonNONE
704326107PAYXPAYCHEX INC$207,1240.18%1,747CommonNONE
126650100CVSCVS HEALTH CORP$204,0520.18%3,455CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$203,8380.18%1,490CommonNONE
718172109PMPHILIP MORRIS INTL INC$201,6470.18%1,990CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.