MondegarAI
Richwood Investment Advisors, LLC

Q3 2024 · 13F-HR

Richwood Investment Advisors, LLCholdings as filed

Filed 2024-10-15 · accession 0001172661-24-004251

$120.9M
Reported value
102
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$19.2M15.9%33,264CommonNONE
464287804IJRISHARES TR$8.0M6.62%68,435CommonNONE
464287507IJHISHARES TR$7.9M6.49%126,016CommonNONE
532457108LLYELI LILLY & CO$6.2M5.12%6,991CommonNONE
81762P102NOWSERVICENOW INC$4.8M3.95%5,342CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M2.53%5,227CommonNONE
92826C839VVISA INC$2.9M2.37%10,407CommonNONE
037833100AAPLAPPLE INC$2.8M2.29%11,905CommonNONE
464287465EFAISHARES TR$2.6M2.18%31,475CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.0M1.62%3,356CommonNONE
58933Y105MRKMERCK & CO INC$1.9M1.60%17,081CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.9M1.58%3,866CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.7M1.42%3,241CommonNONE
548661107LOWLOWES COS INC$1.7M1.40%6,249CommonNONE
464287168DVYISHARES TR$1.7M1.39%12,467CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M1.33%1,809CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M1.28%5,324CommonNONE
437076102HDHOME DEPOT INC$1.5M1.24%3,695CommonNONE
78464A763SDYSPDR SER TR$1.4M1.12%9,507CommonNONE
031162100AMGNAMGEN INC$1.3M1.10%4,132CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M1.08%11,143CommonNONE
036752103ELVELEVANCE HEALTH INC$1.3M1.06%2,454CommonNONE
580135101MCDMCDONALDS CORP$1.3M1.04%4,110CommonNONE
594918104MSFTMICROSOFT CORP$1.1M0.95%2,659CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.90%3,268CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.0M0.87%3,473CommonNONE
68389X105ORCLORACLE CORP$1.0M0.86%6,091CommonNONE
713448108PEPPEPSICO INC$975,2370.81%5,735CommonNONE
149123101CATCATERPILLAR INC$971,9330.80%2,485CommonNONE
025816109AXPAMERICAN EXPRESS CO$900,5200.74%3,321CommonNONE
833034101SNASNAP ON INC$874,3450.72%3,018CommonNONE
95040Q104WELLWELLTOWER INC$873,1650.72%6,820CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$866,5090.72%6,356CommonNONE
742718109PGPROCTER AND GAMBLE CO$817,9370.68%4,723CommonNONE
001055102AFLAFLAC INC$797,7490.66%7,136CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$758,7990.63%16,896CommonNONE
949746101WMT2WELLS FARGO CO NEW$757,9260.63%13,417CommonNONE
464288687PFFISHARES TR$736,2520.61%22,156CommonNONE
097023105BABOEING CO$730,0960.60%4,802CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$725,1630.60%5,657CommonNONE
94106L109WMWASTE MGMT INC DEL$717,7770.59%3,458CommonNONE
191216100KOCOCA COLA CO$716,6450.59%9,973CommonNONE
464288505ISCBISHARES TR$715,9000.59%12,199CommonNONE
842587107SOSOUTHERN CO$696,9110.58%7,728CommonNONE
494368103KMBKIMBERLY-CLARK CORP$676,3990.56%4,754CommonNONE
09062X103BIIBBIOGEN INC$665,3070.55%3,432CommonNONE
244199105DEDEERE & CO$665,2240.55%1,594CommonNONE
189054109CLXCLOROX CO DEL$657,9530.54%4,039CommonNONE
00724F101ADBEADOBE INC$615,3820.51%1,189CommonNONE
718546104PSXPHILLIPS 66$602,0410.50%4,580CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$600,0550.50%11,598CommonNONE
464287879IJSISHARES TR$585,9930.48%5,443CommonNONE
14040H105COFCAPITAL ONE FINL CORP$578,1080.48%3,861CommonNONE
375558103GILDGILEAD SCIENCES INC$572,8790.47%6,833CommonNONE
31428X106FDXFEDEX CORP$542,1600.45%1,981CommonNONE
311900104FASTFASTENAL CO$540,0070.45%7,561CommonNONE
46429B663HDVISHARES TR$539,6410.45%4,588CommonNONE
209115104EDCONSOLIDATED EDISON INC$528,8760.44%5,079CommonNONE
478160104JNJJOHNSON & JOHNSON$526,9380.44%3,252CommonNONE
717081103PFEPFIZER INC$524,1180.43%18,111CommonNONE
20825C104COPCONOCOPHILLIPS$521,5570.43%4,954CommonNONE
247361702DALDELTA AIR LINES INC DEL$509,8810.42%10,039CommonNONE
002824100ABTABBOTT LABS$503,1200.42%4,413CommonNONE
G5960L103MDTMEDTRONIC PLC$499,2790.41%5,546CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$493,6860.41%1,784CommonNONE
78464A300SLYVSPDR SER TR$490,0120.41%5,644CommonNONE
907818108UNPUNION PAC CORP$476,4460.39%1,933CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$459,5980.38%743CommonNONE
48020Q107JLLJONES LANG LASALLE INC$452,6060.37%1,678CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$439,2210.36%2,083CommonNONE
194162103CLCOLGATE PALMOLIVE CO$432,0570.36%4,162CommonNONE
988498101YUMYUM BRANDS INC$422,2040.35%3,022CommonNONE
59156R108METMETLIFE INC$408,8950.34%4,958CommonNONE
617446448MSMORGAN STANLEY$391,1610.32%3,753CommonNONE
460146103IPINTERNATIONAL PAPER CO$365,7400.30%7,487CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$348,6350.29%3,398CommonNONE
166764100CVXCHEVRON CORP NEW$339,0800.28%2,302CommonNONE
26614N102DDDUPONT DE NEMOURS INC$324,0040.27%3,636CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$318,8210.26%2,070CommonNONE
521865204LEALEAR CORP$307,9670.25%2,822CommonNONE
337738108FISVFISERV INC$300,9140.25%1,675CommonNONE
00287Y109ABBVABBVIE INC$299,4190.25%1,516CommonNONE
452308109ITWILLINOIS TOOL WKS INC$293,5180.24%1,120CommonNONE
464288307IMCGISHARES TR$293,3390.24%4,020CommonNONE
278865100ECLECOLAB INC$286,7360.24%1,123CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$281,4530.23%774CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$281,4110.23%815CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$280,1470.23%2,538CommonNONE
020002101ALLALLSTATE CORP$277,2680.23%1,462CommonNONE
704326107PAYXPAYCHEX INC$267,9770.22%1,997CommonNONE
172967424CCITIGROUP INC$263,3580.22%4,207CommonNONE
871829107SYYSYSCO CORP$259,3150.21%3,322CommonNONE
17275R102CSCOCISCO SYS INC$256,2010.21%4,814CommonNONE
655844108NSCNORFOLK SOUTHN CORP$240,7970.20%969CommonNONE
58155Q103MCKMCKESSON CORP$240,1650.20%486CommonNONE
464287150ITOTISHARES TR$236,9190.20%1,886CommonNONE
718172109PMPHILIP MORRIS INTL INC$233,0880.19%1,920CommonNONE
260557103DOWDOW INC$230,5930.19%4,221CommonNONE
695156109PKGPACKAGING CORP AMER$215,8310.18%1,002CommonNONE
458140100INTCINTEL CORP$206,9410.17%8,821CommonNONE
126650100CVSCVS HEALTH CORP$203,7310.17%3,240CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$203,6410.17%2,839CommonNONE

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.