Richwood Investment Advisors, LLC
CIK: 0001911900SEC EDGAR →
Portfolio Value
$139.3M
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 39,583 | $27.5M | 19.72% |
| 2 | ISHARES TR | 74,036 | $9.8M | 7.02% |
| 3 | ISHARES TR | 134,248 | $9.6M | 6.91% |
| 4 | ELI LILLY & CO | 6,850 | $7.2M | 5.20% |
| 5 | ISHARES TR | 37,038 | $3.8M | 2.73% |
| 6 | VISA INC | 10,550 | $3.5M | 2.51% |
| 7 | APPLE INC | 11,009 | $3.1M | 2.20% |
| 8 | SERVICENOW INC | 25,755 | $2.6M | 1.86% |
| 9 | NORTHROP GRUMMAN CORP | 3,532 | $2.5M | 1.80% |
| 10 | CATERPILLAR INC | 3,274 | $2.4M | 1.71% |
Quarterly Changes
New Positions (106)
$27.5M · 40K shares
$9.8M · 74K shares
$9.6M · 134K shares
$7.2M · 7K shares
$3.8M · 37K shares
$3.5M · 11K shares
$3.1M · 11K shares
$2.6M · 26K shares
$2.5M · 4K shares
$2.4M · 3K shares
$2.1M · 4K shares
$2.0M · 3K shares
$1.8M · 2K shares
$1.7M · 11K shares
$1.7M · 11K shares
$1.7M · 30K shares
$1.6M · 4K shares
$1.6M · 13K shares
$1.6M · 6K shares
$1.4M · 3K shares
$1.4M · 9K shares
$1.3M · 4K shares
$1.2M · 3K shares
$1.2M · 6K shares
$1.2M · 4K shares
$1.2M · 12K shares
$1.2M · 5K shares
$1.2M · 3K shares
$1.1M · 3K shares
$1.1M · 2K shares
$1.1M · 3K shares
$1.1M · 7K shares
$1.0M · 4K shares
$971K · 3K shares
$956K · 3K shares
$944K · 6K shares
$903K · 5K shares
$866K · 11K shares
$843K · 3K shares
$838K · 6K shares
$792K · 5K shares
$748K · 6K shares
$734K · 3K shares
$725K · 3K shares
$710K · 6K shares
$701K · 4K shares
$682K · 11K shares
$680K · 4K shares
$667K · 10K shares
$667K · 4K shares
$665K · 4K shares
$659K · 14K shares
$657K · 6K shares
$633K · 5K shares
$629K · 4K shares
$626K · 8K shares
$622K · 20K shares
$583K · 6K shares
$552K · 5K shares
$524K · 2K shares
$516K · 4K shares
$508K · 4K shares
$488K · 1K shares
$486K · 10K shares
$461K · 4K shares
$450K · 474 shares
$434K · 16K shares
$431K · 4K shares
$427K · 2K shares
$426K · 1K shares
$423K · 9K shares
$414K · 4K shares
$414K · 2K shares
$407K · 3K shares
$406K · 4K shares
$389K · 2K shares
$385K · 1K shares
$381K · 2K shares
$379K · 4K shares
$365K · 5K shares
$356K · 2K shares
$356K · 1K shares
$326K · 746 shares
$311K · 3K shares
$308K · 4K shares
$306K · 2K shares
$301K · 983 shares
$292K · 1K shares
$282K · 3K shares
$276K · 3K shares
$276K · 6K shares
$271K · 3K shares
$265K · 905 shares
$263K · 485 shares
$236K · 2K shares
$233K · 2K shares
$231K · 2K shares
$229K · 1K shares
$222K · 2K shares
$216K · 753 shares
$214K · 897 shares
$206K · 3K shares
$206K · 1K shares
$205K · 2K shares
$204K · 2K shares
$201K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $68.8M | 49.4% |
| Industrials | 22 | $19.1M | 13.7% |
| Healthcare | 15 | $16.9M | 12.1% |
| Technology | 8 | $9.8M | 7.0% |
| Consumer Cyclical | 8 | $7.7M | 5.5% |
| Consumer Defensive | 9 | $6.4M | 4.6% |
| Unknown | 5 | $3.7M | 2.7% |
| Energy | 4 | $3.1M | 2.3% |
| Real Estate | 3 | $1.8M | 1.3% |
| Utilities | 4 | $1.5M | 1.1% |
| Basic Materials | 1 | $385K | 0.3% |