Richwood Investment Advisors, LLC
CIK: 0001911900SEC EDGAR →
Portfolio Value
$139.3B
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 39,583 | $27.5B | 19.72% |
| 2 | ISHARES TR | 74,036 | $9.8B | 7.02% |
| 3 | ISHARES TR | 134,248 | $9.6B | 6.91% |
| 4 | ELI LILLY & CO | 6,850 | $7.2B | 5.20% |
| 5 | ISHARES TR | 37,038 | $3.8B | 2.73% |
| 6 | VISA INC | 10,550 | $3.5B | 2.51% |
| 7 | APPLE INC | 11,009 | $3.1B | 2.20% |
| 8 | SERVICENOW INC | 25,755 | $2.6B | 1.86% |
| 9 | NORTHROP GRUMMAN CORP | 3,532 | $2.5B | 1.80% |
| 10 | CATERPILLAR INC | 3,274 | $2.4B | 1.71% |
Quarterly Changes
New Positions (106)
$27.5B · 40K shares
$9.8B · 74K shares
$9.6B · 134K shares
$7.2B · 7K shares
$3.8B · 37K shares
$3.5B · 11K shares
$3.1B · 11K shares
$2.6B · 26K shares
$2.5B · 4K shares
$2.4B · 3K shares
$2.1B · 4K shares
$2.0B · 3K shares
$1.8B · 2K shares
$1.7B · 11K shares
$1.7B · 11K shares
$1.7B · 30K shares
$1.6B · 4K shares
$1.6B · 13K shares
$1.6B · 6K shares
$1.4B · 3K shares
$1.4B · 9K shares
$1.3B · 4K shares
$1.2B · 3K shares
$1.2B · 6K shares
$1.2B · 4K shares
$1.2B · 12K shares
$1.2B · 5K shares
$1.2B · 3K shares
$1.1B · 3K shares
$1.1B · 2K shares
$1.1B · 3K shares
$1.1B · 7K shares
$1.0B · 4K shares
$971.0M · 3K shares
$956.0M · 3K shares
$944.0M · 6K shares
$903.0M · 5K shares
$866.0M · 11K shares
$843.0M · 3K shares
$838.0M · 6K shares
$792.0M · 5K shares
$748.0M · 6K shares
$734.0M · 3K shares
$725.0M · 3K shares
$710.0M · 6K shares
$701.0M · 4K shares
$682.0M · 11K shares
$680.0M · 4K shares
$667.0M · 10K shares
$667.0M · 4K shares
$665.0M · 4K shares
$659.0M · 14K shares
$657.0M · 6K shares
$633.0M · 5K shares
$629.0M · 4K shares
$626.0M · 8K shares
$622.0M · 20K shares
$583.0M · 6K shares
$552.0M · 5K shares
$524.0M · 2K shares
$516.0M · 4K shares
$508.0M · 4K shares
$488.0M · 1K shares
$486.0M · 10K shares
$461.0M · 4K shares
$450.0M · 474 shares
$434.0M · 16K shares
$431.0M · 4K shares
$427.0M · 2K shares
$426.0M · 1K shares
$423.0M · 9K shares
$414.0M · 4K shares
$414.0M · 2K shares
$407.0M · 3K shares
$406.0M · 4K shares
$389.0M · 2K shares
$385.0M · 1K shares
$381.0M · 2K shares
$379.0M · 4K shares
$365.0M · 5K shares
$356.0M · 2K shares
$356.0M · 1K shares
$326.0M · 746 shares
$311.0M · 3K shares
$308.0M · 4K shares
$306.0M · 2K shares
$301.0M · 983 shares
$292.0M · 1K shares
$282.0M · 3K shares
$276.0M · 3K shares
$276.0M · 6K shares
$271.0M · 3K shares
$265.0M · 905 shares
$263.0M · 485 shares
$236.0M · 2K shares
$233.0M · 2K shares
$231.0M · 2K shares
$229.0M · 1K shares
$222.0M · 2K shares
$216.0M · 753 shares
$214.0M · 897 shares
$206.0M · 3K shares
$206.0M · 1K shares
$205.0M · 2K shares
$204.0M · 2K shares
$201.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $68.8B | 49.4% |
| Industrials | 22 | $19.1B | 13.7% |
| Healthcare | 15 | $16.9B | 12.1% |
| Technology | 8 | $9.8B | 7.0% |
| Consumer Cyclical | 8 | $7.7B | 5.5% |
| Consumer Defensive | 9 | $6.4B | 4.6% |
| Unknown | 5 | $3.7B | 2.7% |
| Energy | 4 | $3.1B | 2.3% |
| Real Estate | 3 | $1.8B | 1.3% |
| Utilities | 4 | $1.5B | 1.1% |
| Basic Materials | 1 | $385.0M | 0.3% |