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Richwood Investment Advisors, LLC

Q3 2025 · 13F-HR

Richwood Investment Advisors, LLCholdings as filed

Filed 2025-10-16 · accession 0001172661-25-004302

$127.6M
Reported value
100
Positions
2025-09-30
Period end
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The Brief · Richwood Investment Advisors, LLC · Q3 2025

AI · grounded in 13F

Richwood Investment Advisors, LLC established a new position in IVV valued at $25.1M. The fund also initiated new stakes in IJH for $8.6M and IJR for $8.6M. Additional new positions include LLY at $5.4M and NOW at $4.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$25.1M19.6%37,465CommonNONE
464287507IJHISHARES TR$8.6M6.74%131,872CommonNONE
464287804IJRISHARES TR$8.6M6.72%72,197CommonNONE
532457108LLYELI LILLY & CO$5.4M4.24%7,095CommonNONE
81762P102NOWSERVICENOW INC$4.8M3.79%5,259CommonNONE
92826C839VVISA INC$3.7M2.89%10,796CommonNONE
464287465EFAISHARES TR$3.4M2.64%36,142CommonNONE
037833100AAPLAPPLE INC$3.0M2.36%11,834CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M1.79%4,026CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.1M1.66%3,476CommonNONE
594918104MSFTMICROSOFT CORP$1.8M1.41%3,473CommonNONE
68389X105ORCLORACLE CORP$1.7M1.33%6,031CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M1.31%1,804CommonNONE
437076102HDHOME DEPOT INC$1.7M1.30%4,082CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.6M1.29%28,847CommonNONE
464287168DVYISHARES TR$1.6M1.25%11,212CommonNONE
149123101CATCATERPILLAR INC$1.5M1.19%3,184CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.5M1.17%2,995CommonNONE
548661107LOWLOWES COS INC$1.5M1.16%5,896CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M1.16%4,290CommonNONE
78464A763SDYSPDR SERIES TRUST$1.3M1.00%9,122CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.98%11,142CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.96%4,025CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.92%13,994CommonNONE
95040Q104WELLWELLTOWER INC$1.1M0.87%6,232CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.86%3,291CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.85%2,915CommonNONE
833034101SNASNAP ON INC$1.1M0.85%3,128CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.84%12,797CommonNONE
031162100AMGNAMGEN INC$1.0M0.81%3,644CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.0M0.79%2,948CommonNONE
097023105BABOEING CO$990,2280.78%4,588CommonNONE
244199105DEDEERE & CO$876,5670.69%1,917CommonNONE
001055102AFLAFLAC INC$820,2130.64%7,343CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$788,9680.62%5,597CommonNONE
14040H105COFCAPITAL ONE FINL CORP$755,0840.59%3,552CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$752,6160.59%2,386CommonNONE
191216100KOCOCA COLA CO$734,0830.58%11,068CommonNONE
713448108PEPPEPSICO INC$731,8330.57%5,211CommonNONE
375558103GILDGILEAD SCIENCES INC$722,3880.57%6,508CommonNONE
67066G104NVDANVIDIA CORPORATION$719,4520.56%3,856CommonNONE
478160104JNJJOHNSON & JOHNSON$717,2970.56%3,868CommonNONE
94106L109WMWASTE MGMT INC DEL$706,6560.55%3,200CommonNONE
842587107SOSOUTHERN CO$673,6250.53%7,108CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$650,1960.51%14,794CommonNONE
464288687PFFISHARES TR$644,6760.51%20,388CommonNONE
742718109PGPROCTER AND GAMBLE CO$637,5710.50%4,149CommonNONE
464288505ISCBISHARES TR$635,4850.50%10,019CommonNONE
172967424CCITIGROUP INC$589,9180.46%5,812CommonNONE
988498101YUMYUM BRANDS INC$587,1760.46%3,863CommonNONE
718546104PSXPHILLIPS 66$586,2460.46%4,310CommonNONE
464287879IJSISHARES TR$557,7050.44%5,043CommonNONE
31428X106FDXFEDEX CORP$554,3890.43%2,351CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$536,1040.42%11,887CommonNONE
494368103KMBKIMBERLY-CLARK CORP$519,3060.41%4,176CommonNONE
907818108UNPUNION PAC CORP$514,1050.40%2,175CommonNONE
247361702DALDELTA AIR LINES INC DEL$501,2730.39%8,833CommonNONE
617446448MSMORGAN STANLEY$500,3270.39%3,147CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$498,2510.39%1,542CommonNONE
78464A300SLYVSPDR SERIES TRUST$488,9930.38%5,516CommonNONE
46429B663HDVISHARES TR$484,0450.38%3,953CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$483,9820.38%1,649CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$472,6550.37%5,658CommonNONE
209115104EDCONSOLIDATED EDISON INC$468,3230.37%4,659CommonNONE
311900104FASTFASTENAL CO$444,9400.35%9,073CommonNONE
189054109CLXCLOROX CO DEL$441,1370.35%3,577CommonNONE
G5960L103MDTMEDTRONIC PLC$422,3610.33%4,434CommonNONE
717081103PFEPFIZER INC$420,0250.33%16,484CommonNONE
20825C104COPCONOCOPHILLIPS$398,6970.31%4,215CommonNONE
48020Q107JLLJONES LANG LASALLE INC$394,4750.31%1,322CommonNONE
59156R108METMETLIFE INC$394,2640.31%4,786CommonNONE
166764100CVXCHEVRON CORP NEW$392,4090.31%2,526CommonNONE
00724F101ADBEADOBE INC$370,7400.29%1,051CommonNONE
58155Q103MCKMCKESSON CORP$366,7630.29%474CommonNONE
002824100ABTABBOTT LABS$351,5190.28%2,624CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$324,8530.25%746CommonNONE
17275R102CSCOCISCO SYS INC$316,7850.25%4,630CommonNONE
704326107PAYXPAYCHEX INC$316,5200.25%2,497CommonNONE
718172109PMPHILIP MORRIS INTL INC$316,2900.25%1,950CommonNONE
09062X103BIIBBIOGEN INC$314,8300.25%2,247CommonNONE
464288307IMCGISHARES TR$310,2380.24%3,750CommonNONE
020002101ALLALLSTATE CORP$302,0130.24%1,407CommonNONE
460146103IPINTERNATIONAL PAPER CO$295,6610.23%6,372CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$291,2550.23%600CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$286,4120.22%2,058CommonNONE
458140100INTCINTEL CORP$282,6920.22%8,426CommonNONE
278865100ECLECOLAB INC$278,1050.22%1,015CommonNONE
521865204LEALEAR CORP$277,0800.22%2,754CommonNONE
655844108NSCNORFOLK SOUTHN CORP$274,2740.21%913CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$273,4390.21%2,065CommonNONE
871829107SYYSYSCO CORP$268,9220.21%3,266CommonNONE
194162103CLCOLGATE PALMOLIVE CO$262,5230.21%3,284CommonNONE
910047109UALUNITED AIRLS HLDGS INC$259,6820.20%2,691CommonNONE
452308109ITWILLINOIS TOOL WKS INC$258,1520.20%990CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$257,4000.20%2,288CommonNONE
26614N102DDDUPONT DE NEMOURS INC$256,0570.20%3,287CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$223,4250.18%773CommonNONE
464287150ITOTISHARES TR$222,2620.17%1,526CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$208,5190.16%1,685CommonNONE
88579Y101MMM3M CO$206,0790.16%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.