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Richwood Investment Advisors, LLC

Q2 2025 · 13F-HR

Richwood Investment Advisors, LLCholdings as filed

Filed 2025-07-23 · accession 0001172661-25-002681

$121.8M
Reported value
100
Positions
2025-06-30
Period end
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The Brief · Richwood Investment Advisors, LLC · Q2 2025

AI · grounded in 13F

Richwood Investment Advisors, LLC established a new position in IVV valued at $22.95M. The fund also initiated new stakes in IJH for $8.2M and IJR for $7.92M. Additional new positions include NOW at $5.55M and LLY at $5.55M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$23.0M18.8%36,965CommonNONE
464287507IJHISHARES TR$8.2M6.73%132,228CommonNONE
464287804IJRISHARES TR$7.9M6.51%72,496CommonNONE
81762P102NOWSERVICENOW INC$5.6M4.56%5,403CommonNONE
532457108LLYELI LILLY & CO$5.6M4.56%7,120CommonNONE
92826C839VVISA INC$3.9M3.17%10,886CommonNONE
464287465EFAISHARES TR$3.2M2.62%35,747CommonNONE
037833100AAPLAPPLE INC$2.4M2.01%11,925CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M1.89%4,087CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.8M1.47%1,804CommonNONE
594918104MSFTMICROSOFT CORP$1.7M1.42%3,473CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.7M1.41%3,427CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.6M1.27%3,349CommonNONE
464287168DVYISHARES TR$1.5M1.25%11,503CommonNONE
437076102HDHOME DEPOT INC$1.5M1.24%4,131CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M1.23%28,355CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M1.12%4,365CommonNONE
68389X105ORCLORACLE CORP$1.3M1.09%6,091CommonNONE
548661107LOWLOWES COS INC$1.3M1.08%5,912CommonNONE
78464A763SDYSPDR SERIES TRUST$1.3M1.03%9,227CommonNONE
149123101CATCATERPILLAR INC$1.2M1.01%3,159CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.99%11,142CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.98%4,065CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.94%14,455CommonNONE
031162100AMGNAMGEN INC$1.1M0.87%3,786CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.0M0.86%3,292CommonNONE
G29183103ETNEATON CORP PLC$1.0M0.86%2,918CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.84%12,797CommonNONE
833034101SNASNAP ON INC$973,3710.80%3,128CommonNONE
097023105BABOEING CO$967,6100.79%4,618CommonNONE
95040Q104WELLWELLTOWER INC$963,8870.79%6,270CommonNONE
244199105DEDEERE & CO$913,7570.75%1,797CommonNONE
369550108GDGENERAL DYNAMICS CORP$859,8140.71%2,948CommonNONE
14040H105COFCAPITAL ONE FINL CORP$782,3190.64%3,677CommonNONE
001055102AFLAFLAC INC$777,0290.64%7,368CommonNONE
191216100KOCOCA COLA CO$764,7230.63%10,809CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$746,2030.61%5,598CommonNONE
94106L109WMWASTE MGMT INC DEL$743,6650.61%3,250CommonNONE
375558103GILDGILEAD SCIENCES INC$727,0850.60%6,558CommonNONE
036752103ELVELEVANCE HEALTH INC$722,2990.59%1,857CommonNONE
713448108PEPPEPSICO INC$716,5810.59%5,427CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$662,7340.54%2,286CommonNONE
742718109PGPROCTER AND GAMBLE CO$661,0980.54%4,150CommonNONE
842587107SOSOUTHERN CO$652,7280.54%7,108CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$650,5640.53%15,035CommonNONE
464288687PFFISHARES TR$630,5120.52%20,551CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$615,7960.51%13,303CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$614,5730.50%6,089CommonNONE
478160104JNJJOHNSON & JOHNSON$592,4410.49%3,879CommonNONE
464288505ISCBISHARES TR$583,8700.48%10,019CommonNONE
67066G104NVDANVIDIA CORPORATION$576,5060.47%3,649CommonNONE
988498101YUMYUM BRANDS INC$550,1920.45%3,713CommonNONE
494368103KMBKIMBERLY-CLARK CORP$543,2690.45%4,214CommonNONE
31428X106FDXFEDEX CORP$542,3620.45%2,386CommonNONE
718546104PSXPHILLIPS 66$514,1830.42%4,310CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$508,5520.42%1,649CommonNONE
464287879IJSISHARES TR$501,7280.41%5,043CommonNONE
172967424CCITIGROUP INC$499,3990.41%5,867CommonNONE
907818108UNPUNION PAC CORP$468,9030.39%2,038CommonNONE
209115104EDCONSOLIDATED EDISON INC$467,5310.38%4,659CommonNONE
46429B663HDVISHARES TR$467,2740.38%3,988CommonNONE
78464A300SLYVSPDR SERIES TRUST$442,9870.36%5,554CommonNONE
189054109CLXCLOROX CO DEL$437,2350.36%3,642CommonNONE
247361702DALDELTA AIR LINES INC DEL$434,4070.36%8,833CommonNONE
617446448MSMORGAN STANLEY$425,4680.35%3,021CommonNONE
717081103PFEPFIZER INC$423,8240.35%17,485CommonNONE
20825C104COPCONOCOPHILLIPS$423,1240.35%4,715CommonNONE
G5960L103MDTMEDTRONIC PLC$413,6830.34%4,746CommonNONE
00724F101ADBEADOBE INC$406,9980.33%1,052CommonNONE
59156R108METMETLIFE INC$398,2000.33%4,952CommonNONE
311900104FASTFASTENAL CO$393,6660.32%9,373CommonNONE
002824100ABTABBOTT LABS$383,4730.31%2,819CommonNONE
718172109PMPHILIP MORRIS INTL INC$367,4470.30%2,018CommonNONE
704326107PAYXPAYCHEX INC$363,2140.30%2,497CommonNONE
166764100CVXCHEVRON CORP NEW$361,8330.30%2,527CommonNONE
58155Q103MCKMCKESSON CORP$347,8870.29%475CommonNONE
48020Q107JLLJONES LANG LASALLE INC$347,8610.29%1,360CommonNONE
17275R102CSCOCISCO SYS INC$321,2290.26%4,630CommonNONE
020002101ALLALLSTATE CORP$303,3740.25%1,507CommonNONE
460146103IPINTERNATIONAL PAPER CO$303,0840.25%6,472CommonNONE
464288307IMCGISHARES TR$300,8630.25%3,750CommonNONE
194162103CLCOLGATE PALMOLIVE CO$298,5160.25%3,284CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$295,8190.24%746CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$286,5590.24%707CommonNONE
09062X103BIIBBIOGEN INC$282,2640.23%2,248CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$279,0150.23%2,070CommonNONE
278865100ECLECOLAB INC$273,6160.22%1,016CommonNONE
521865204LEALEAR CORP$267,0360.22%2,812CommonNONE
337738108FISVFISERV INC$260,3390.21%1,510CommonNONE
871829107SYYSYSCO CORP$247,3670.20%3,266CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$245,7040.20%2,368CommonNONE
452308109ITWILLINOIS TOOL WKS INC$244,7780.20%990CommonNONE
26614N102DDDUPONT DE NEMOURS INC$231,2170.19%3,371CommonNONE
655844108NSCNORFOLK SOUTHN CORP$230,1170.19%899CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$226,9600.19%774CommonNONE
464287671IUSGISHARES TR$219,5840.18%1,460CommonNONE
910047109UALUNITED AIRLS HLDGS INC$214,2840.18%2,691CommonNONE
464287150ITOTISHARES TR$206,0710.17%1,526CommonNONE
863667101SYKSTRYKER CORPORATION$205,7280.17%520CommonNONE
88579Y101MMM3M CO$202,1750.17%1,328CommonNONE

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.