MondegarAI
Richwood Investment Advisors, LLC

Q1 2025 · 13F-HR

Richwood Investment Advisors, LLCholdings as filed

Filed 2025-05-15 · accession 0001172661-25-002141

$117.6M
Reported value
97
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$20.2M17.2%35,917CommonNONE
464287507IJHISHARES TR$7.8M6.59%132,935CommonNONE
464287804IJRISHARES TR$7.5M6.38%71,813CommonNONE
532457108LLYELI LILLY & CO$5.8M4.96%7,065CommonNONE
81762P102NOWSERVICENOW INC$4.3M3.68%5,441CommonNONE
92826C839VVISA INC$3.8M3.25%10,906CommonNONE
464287465EFAISHARES TR$2.9M2.43%35,013CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.7M2.28%5,110CommonNONE
037833100AAPLAPPLE INC$2.7M2.26%11,990CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.2M1.87%4,022CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M1.46%1,811CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.7M1.45%3,327CommonNONE
464287168DVYISHARES TR$1.6M1.35%11,852CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M1.31%28,055CommonNONE
437076102HDHOME DEPOT INC$1.5M1.29%4,148CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.5M1.27%3,349CommonNONE
58933Y105MRKMERCK & CO INC$1.4M1.22%15,945CommonNONE
548661107LOWLOWES COS INC$1.4M1.21%6,088CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M1.13%11,142CommonNONE
594918104MSFTMICROSOFT CORP$1.3M1.11%3,488CommonNONE
580135101MCDMCDONALDS CORP$1.3M1.08%4,065CommonNONE
78464A763SDYSPDR SER TR$1.3M1.07%9,247CommonNONE
031162100AMGNAMGEN INC$1.2M1.03%3,881CommonNONE
149123101CATCATERPILLAR INC$1.1M0.90%3,213CommonNONE
833034101SNASNAP ON INC$1.1M0.90%3,128CommonNONE
95040Q104WELLWELLTOWER INC$1.0M0.86%6,570CommonNONE
949746101WMT2WELLS FARGO CO NEW$928,5320.79%12,934CommonNONE
025816109AXPAMERICAN EXPRESS CO$885,3090.75%3,291CommonNONE
036752103ELVELEVANCE HEALTH INC$877,3140.75%2,017CommonNONE
68389X105ORCLORACLE CORP$851,5830.72%6,091CommonNONE
713448108PEPPEPSICO INC$826,4690.70%5,512CommonNONE
001055102AFLAFLAC INC$819,2480.70%7,368CommonNONE
369550108GDGENERAL DYNAMICS CORP$813,7880.69%2,986CommonNONE
244199105DEDEERE & CO$812,9140.69%1,732CommonNONE
097023105BABOEING CO$798,6860.68%4,683CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$797,6270.68%13,078CommonNONE
G29183103ETNEATON CORP PLC$793,2000.67%2,918CommonNONE
94106L109WMWASTE MGMT INC DEL$776,7160.66%3,355CommonNONE
191216100KOCOCA COLA CO$774,1260.66%10,809CommonNONE
375558103GILDGILEAD SCIENCES INC$754,4330.64%6,733CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$721,8540.61%5,598CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$709,8840.60%15,650CommonNONE
742718109PGPROCTER AND GAMBLE CO$707,1580.60%4,150CommonNONE
14040H105COFCAPITAL ONE FINL CORP$683,3120.58%3,811CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$657,0250.56%5,974CommonNONE
842587107SOSOUTHERN CO$653,5810.56%7,108CommonNONE
478160104JNJJOHNSON & JOHNSON$644,8690.55%3,889CommonNONE
464288687PFFISHARES TR$631,5400.54%20,551CommonNONE
494368103KMBKIMBERLY-CLARK CORP$599,3150.51%4,214CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$573,0210.49%2,336CommonNONE
189054109CLXCLOROX CO DEL$565,8450.48%3,843CommonNONE
20825C104COPCONOCOPHILLIPS$561,7520.48%5,349CommonNONE
31428X106FDXFEDEX CORP$557,2810.47%2,286CommonNONE
988498101YUMYUM BRANDS INC$552,8060.47%3,513CommonNONE
464288505ISCBISHARES TR$551,4500.47%10,179CommonNONE
718546104PSXPHILLIPS 66$546,3990.46%4,425CommonNONE
209115104EDCONSOLIDATED EDISON INC$527,9570.45%4,774CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$506,8740.43%1,659CommonNONE
00724F101ADBEADOBE INC$505,5880.43%1,318CommonNONE
464287879IJSISHARES TR$491,5920.42%5,043CommonNONE
46429B663HDVISHARES TR$483,0270.41%3,988CommonNONE
907818108UNPUNION PAC CORP$481,4570.41%2,038CommonNONE
166764100CVXCHEVRON CORP NEW$440,5900.37%2,634CommonNONE
G5960L103MDTMEDTRONIC PLC$439,8150.37%4,894CommonNONE
717081103PFEPFIZER INC$439,4590.37%17,343CommonNONE
78464A300SLYVSPDR SER TR$435,4340.37%5,554CommonNONE
617446448MSMORGAN STANLEY$417,1540.35%3,576CommonNONE
002824100ABTABBOTT LABS$413,1320.35%3,114CommonNONE
59156R108METMETLIFE INC$405,2640.34%5,048CommonNONE
67066G104NVDANVIDIA CORPORATION$395,4790.34%3,649CommonNONE
247361702DALDELTA AIR LINES INC DEL$392,7050.33%9,007CommonNONE
194162103CLCOLGATE PALMOLIVE CO$387,1680.33%4,132CommonNONE
704326107PAYXPAYCHEX INC$385,2370.33%2,497CommonNONE
09062X103BIIBBIOGEN INC$380,7920.32%2,783CommonNONE
311900104FASTFASTENAL CO$355,7220.30%4,587CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$351,6790.30%707CommonNONE
460146103IPINTERNATIONAL PAPER CO$346,3480.29%6,492CommonNONE
172967424CCITIGROUP INC$341,9590.29%4,817CommonNONE
48020Q107JLLJONES LANG LASALLE INC$337,1580.29%1,360CommonNONE
337738108FISVFISERV INC$333,4530.28%1,510CommonNONE
718172109PMPHILIP MORRIS INTL INC$328,5710.28%2,070CommonNONE
58155Q103MCKMCKESSON CORP$319,5020.27%475CommonNONE
020002101ALLALLSTATE CORP$312,0540.27%1,507CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$304,5350.26%2,787CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$302,2410.26%2,070CommonNONE
17275R102CSCOCISCO SYS INC$285,7170.24%4,630CommonNONE
464288307IMCGISHARES TR$267,8630.23%3,750CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$265,9120.23%795CommonNONE
278865100ECLECOLAB INC$257,4500.22%1,016CommonNONE
521865204LEALEAR CORP$248,0310.21%2,812CommonNONE
452308109ITWILLINOIS TOOL WKS INC$245,5300.21%990CommonNONE
871829107SYYSYSCO CORP$245,0810.21%3,266CommonNONE
26614N102DDDUPONT DE NEMOURS INC$232,8520.20%3,118CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$231,5010.20%774CommonNONE
655844108NSCNORFOLK SOUTHN CORP$212,9280.18%899CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$205,5190.17%1,685CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$201,2960.17%2,694CommonNONE

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.