Sponsored

The Analysis of Richwood Investment Advisors, LLC's Holdings & P&L

Currently, Richwood Investment Advisors, LLC holds 98 types of securities in its portfolio with a total value $129.7M. In the most recent quarter, they have increased their positions in HDV (+14.5K shares, valued at $393.0K), IVV (+569 shares, valued at $371.7K), VOOG (+3.7K shares, valued at $253.5K); decreased their positions in N/A (-465 shares, valued at $166.3K), AMGN (-396 shares, valued at $139.3K), SLYV (-1.3K shares, valued at $123.0K); initiated new positions in QCOM (+1.6K shares, valued at $202.7K).

1M P&L

+2.3M+1.73%

3M P&L

-1.8M-1.32%

HY P&L

+6.6M+5.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A59.0M

44.0%

2Drug Manufacturers - General12.0M

9.0%

3Credit Services7.5M

5.6%

Top Industries by Stock Count

1N/A18 stocks

18.2%

2Drug Manufacturers - General7 stocks

7.1%

3Software - Application4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR40.2K shares1.44%2026-03-312026-05-15

IJR ISHARES TR75.2K shares1.53%2026-03-312026-05-15

IJH ISHARES TR135.5K shares0.97%2026-03-312026-05-15

LLY ELI LILLY & CO6.9K shares0.29%2026-03-312026-05-15

EFA ISHARES TR37.9K shares2.31%2026-03-312026-05-15

V VISA INC10.9K shares3.41%2026-03-312026-05-15

AAPL APPLE INC11.1K shares0.55%2026-03-312026-05-15

NOW SERVICENOW INC26.8K shares4.16%2026-03-312026-05-15

Sponsored

NOC NORTHROP GRUMMAN CORP3.7K shares4.47%2026-03-312026-05-15

CAT CATERPILLAR INC3.2K shares-1.22%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP3.4K shares3.74%2026-03-312026-05-15

MA MASTERCARD INCORPORATED4.0K shares1.23%2026-03-312026-05-15

XOM EXXON MOBIL CORP11.2K shares0.49%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.8K shares2.53%2026-03-312026-05-15

DVY ISHARES TR10.6K shares-1.86%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC13.2K shares-0.15%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC4.7K shares9.01%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO29.6K shares-0.70%2026-03-312026-05-15

LOW LOWES COS INC5.6K shares-0.91%2026-03-312026-05-15

MSFT MICROSOFT CORP3.3K shares-1.12%2026-03-312026-05-15

SDY SPDR SERIES TRUST8.3K shares-5.39%2026-03-312026-05-15

MCD MCDONALDS CORP3.9K shares1.96%2026-03-312026-05-15

WELL WELLTOWER INC6.1K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON4.7K shares9.35%2026-03-312026-05-15

Sponsored

UNH UNITEDHEALTH GROUP INC4.2K shares-1.08%2026-03-312026-05-15

DE DEERE & CO2.0K shares2.58%2026-03-312026-05-15

SNA SNAP ON INC2.9K shares-6.52%2026-03-312026-05-15

BA BOEING CO5.0K shares4.38%2026-03-312026-05-15

WFC WELLS FARGO & CO12.5K shares0.00%2026-03-312026-05-15

AMGN AMGEN INC2.8K shares-12.41%2026-03-312026-05-15

PG PROCTER & GAMBLE CO6.7K shares-2.91%2026-03-312026-05-15

FDX FEDEX CORP2.7K shares3.47%2026-03-312026-05-15

Sponsored

AXP AMERICAN EXPRESS CO3.1K shares-3.17%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.7K shares-11.32%2026-03-312026-05-15

GILD GILEAD SCIENCES INC6.2K shares-0.57%2026-03-312026-05-15

ORCL ORACLE CORP5.8K shares-1.04%2026-03-312026-05-15

PEP PEPSICO INC5.5K shares3.11%2026-03-312026-05-15

KO COCA COLA CO10.9K shares-0.73%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.6K shares-0.57%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC2.1K shares-17.88%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION4.3K shares14.53%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS5.1K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 664.1K shares-4.64%2026-03-312026-05-15

WM WASTE MGMT INC DEL3.2K shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC6.4K shares5.08%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC13.7K shares-3.82%2026-03-312026-05-15

MS MORGAN STANLEY4.1K shares10.79%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO10.6K shares-3.72%2026-03-312026-05-15

Sponsored

OSK OSHKOSH CORP4.3K shares12.00%2026-03-312026-05-15

SO SOUTHERN CO6.5K shares0.00%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP3.3K shares0.00%2026-03-312026-05-15

YUM YUM BRANDS INC3.9K shares0.00%2026-03-312026-05-15

ISCB ISHARES TR9.2K shares-4.38%2026-03-312026-05-15

IJS ISHARES TR5.0K shares0.00%2026-03-312026-05-15

PFF ISHARES TR19.5K shares-1.19%2026-03-312026-05-15

AFL AFLAC INC5.4K shares-11.45%2026-03-312026-05-15

Sponsored

UPS UNITED PARCEL SVCS INC5.7K shares1.44%2026-03-312026-05-15

DAL DELTA AIR LINES INC8.2K shares-1.13%2026-03-312026-05-15

COP CONOCOPHILLIPS3.8K shares-1.17%2026-03-312026-05-15

HDV ISHARES TR18.2K shares390.56%2026-03-312026-05-15

UNP UNION PAC CORP2.0K shares-4.10%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC4.2K shares-1.16%2026-03-312026-05-15

MCK MCKESSON CORP519 shares9.49%2026-03-312026-05-15

PFE PFIZER INC15.5K shares-2.82%2026-03-312026-05-15

Sponsored

CLX CLOROX CO DEL4.2K shares-3.24%2026-03-312026-05-15

INTC INTEL CORP9.6K shares0.00%2026-03-312026-05-15

ADBE ADOBE INC1.7K shares26.94%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.9K shares-9.30%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY1.3K shares-6.59%2026-03-312026-05-15

SLYV SPDR SERIES TRUST4.2K shares-23.81%2026-03-312026-05-15

SYY SYSCO CORP5.4K shares63.84%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP3.9K shares-4.90%2026-03-312026-05-15

Sponsored

JLL JONES LANG LASALLE INC1.2K shares0.00%2026-03-312026-05-15

FAST FASTENAL CO8.1K shares-9.24%2026-03-312026-05-15

BIIB BIOGEN INC2.0K shares-4.24%2026-03-312026-05-15

ECL ECOLAB INC1.3K shares0.00%2026-03-312026-05-15

LEA LEAR CORP2.9K shares-0.69%2026-03-312026-05-15

CSCO CISCO SYS INC4.5K shares0.00%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC3.9K shares0.00%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.00%2026-03-312026-05-15

Sponsored

MET METLIFE INC4.6K shares-3.55%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-03-312026-05-15

CHRW C H ROBINSON WORLDWIDE IN1.9K shares-9.73%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC4.5K shares500.00%2026-03-312026-05-15

IMCG ISHARES TR3.7K shares0.00%2026-03-312026-05-15

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-05-15

UAL UNITED AIRLS HLDGS INC2.7K shares0.00%2026-03-312026-05-15

CVS CVS HEALTH CORP3.4K shares-1.47%2026-03-312026-05-15

Sponsored

NSC NORFOLK SOUTHN CORP843 shares-14.24%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC1.8K shares-6.73%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO2.8K shares-5.79%2026-03-312026-05-15

WMT WALMART INC1.9K shares11.81%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares5.34%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO6.5K shares9.00%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC865 shares-4.42%2026-03-312026-05-15

PAYX PAYCHEX INC2.3K shares-4.59%2026-03-312026-05-15

Sponsored

PSA PUBLIC STORAGE OPER CO753 shares0.00%2026-03-312026-05-15

QCOM QUALCOMM INC1.6K sharesnew addition2026-03-312026-05-15

IVV

ISHARES TR

1.44%

Shares40.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

1.53%

Shares75.2K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

0.97%

Shares135.5K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.29%

Shares6.9K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

2.31%

Shares37.9K

Event2026-03-31

Filed2026-05-15

VISA INC

3.41%

Shares10.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.55%

Shares11.1K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

4.16%

Shares26.8K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

4.47%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-1.22%

Shares3.2K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

3.74%

Shares3.4K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

1.23%

Shares4.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.49%

Shares11.2K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

2.53%

Shares1.8K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

-1.86%

Shares10.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-0.15%

Shares13.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

9.01%

Shares4.7K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

-0.70%

Shares29.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-0.91%

Shares5.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.12%

Shares3.3K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-5.39%

Shares8.3K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

1.96%

Shares3.9K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

9.35%

Shares4.7K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-1.08%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DEERE & CO

2.58%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC

-6.52%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BOEING CO

4.38%

Shares5.0K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-12.41%

Shares2.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-2.91%

Shares6.7K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

3.47%

Shares2.7K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-3.17%

Shares3.1K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-11.32%

Shares2.7K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-0.57%

Shares6.2K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-1.04%

Shares5.8K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

3.11%

Shares5.5K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-0.73%

Shares10.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.57%

Shares2.6K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-17.88%

Shares2.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

14.53%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-4.64%

Shares4.1K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

5.08%

Shares6.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-3.82%

Shares13.7K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

10.79%

Shares4.1K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-3.72%

Shares10.6K

Event2026-03-31

Filed2026-05-15

OSK

OSHKOSH CORP

12.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-15

ISCB

ISHARES TR

-4.38%

Shares9.2K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

-1.19%

Shares19.5K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

-11.45%

Shares5.4K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

1.44%

Shares5.7K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

-1.13%

Shares8.2K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-1.17%

Shares3.8K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

390.56%

Shares18.2K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-4.10%

Shares2.0K

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

-1.16%

Shares4.2K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

9.49%

Shares519

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-2.82%

Shares15.5K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO DEL

-3.24%

Shares4.2K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

26.94%

Shares1.7K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-9.30%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

-6.59%

Shares1.3K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

-23.81%

Shares4.2K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

63.84%

Shares5.4K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

-4.90%

Shares3.9K

Event2026-03-31

Filed2026-05-15

JLL

JONES LANG LASALLE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

-9.24%

Shares8.1K

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

-4.24%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

LEA

LEAR CORP

-0.69%

Shares2.9K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

-3.55%

Shares4.6K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE IN

-9.73%

Shares1.9K

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

IMCG

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-1.47%

Shares3.4K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-14.24%

Shares843

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-6.73%

Shares1.8K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-5.79%

Shares2.8K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

11.81%

Shares1.9K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

5.34%

Shares1.8K

Event2026-03-31

Filed2026-05-15

INTERNATIONAL PAPER CO

9.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-4.42%

Shares865

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

-4.59%

Shares2.3K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares753

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available