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RIA

Richwood Investment Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 26.25%
This Fund
S&P 500
This Quarter Est. Return
+6.14%
1 Year Est. Return
+26.25%
3 Year Est. Return
+66.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
+$5.85M
Cap. Flow
-$678K
Cap. Flow %
-0.53%
Top 10 Hldgs %
52.5%
Holding
103
New
3
Increased
13
Reduced
61
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$322K
2
CHRW icon
C.H. Robinson
CHRW
+$242K
3
DUK icon
Duke Energy
DUK
+$204K
4
INTC icon
Intel
INTC
+$204K
5
DE icon
Deere & Co
DE
+$59.2K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$260K
2
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$220K
3
SYK icon
Stryker
SYK
+$206K
4
LMT icon
Lockheed Martin
LMT
+$161K
5
NOW icon
ServiceNow
NOW
+$134K

Sector Composition

Rank Sector Weight
1 Industrials 11.48%
2 Technology 10.84%
3 Healthcare 10.76%
4 Financials 9.6%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOOG icon
76
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$325K 0.25%
4,476
– –
CSCO icon
77
Cisco
CSCO
$475B
$317K 0.25%
4,630
– –
PAYX icon
78
Paychex
PAYX
$43.1B
$317K 0.25%
2,497
– –
PM icon
79
Philip Morris
PM
$290B
$316K 0.25%
1,950
-68
-3% -$11.4K
BIIB icon
80
Biogen
BIIB
$30.1B
$315K 0.25%
2,247
-1
-0% -$135
IMCG icon
81
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.13B
$310K 0.24%
3,750
– –
ALL icon
82
Allstate
ALL
$66.3B
$302K 0.24%
1,407
-100
-7% -$20.2K
IP icon
83
International Paper
IP
$22.1B
$296K 0.23%
6,372
-100
-2% -$4.88K
TMO icon
84
Thermo Fisher Scientific
TMO
$224B
$291K 0.23%
600
-107
-15% -$49.8K
XLV icon
85
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$286K 0.22%
2,058
-12
-0.6% -$1.62K
INTC icon
86
Intel
INTC
$493B
$283K 0.22%
+8,426
New +$204K
ECL icon
87
Ecolab
ECL
$79.8B
$278K 0.22%
1,015
-1
-0.1% -$272
LEA icon
88
Lear
LEA
$8.12B
$277K 0.22%
2,754
-58
-2% -$6.02K
NSC icon
89
Norfolk Southern
NSC
$75.2B
$274K 0.21%
913
+14
+2% +$3.89K
CHRW icon
90
C.H. Robinson
CHRW
$17B
$273K 0.21%
+2,065
New +$242K
SYY icon
91
Sysco
SYY
$40.3B
$269K 0.21%
3,266
– –
CL icon
92
Colgate-Palmolive
CL
$73.6B
$263K 0.21%
3,284
– –
UAL icon
93
United Airlines
UAL
$41B
$260K 0.2%
2,691
– –
ITW icon
94
Illinois Tool Works
ITW
$83.5B
$258K 0.2%
990
– –
AEP icon
95
American Electric Power
AEP
$67.3B
$257K 0.2%
2,288
-80
-3% -$8.75K
DD icon
96
DuPont de Nemours
DD
$19.5B
$256K 0.2%
2,619
-67
-2% -$6.31K
PSA icon
97
Public Storage
PSA
$60.7B
$223K 0.18%
773
-1
-0.1% -$287
ITOT icon
98
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
$222K 0.17%
1,526
– –
DUK icon
99
Duke Energy
DUK
$96.1B
$209K 0.16%
+1,685
New +$204K
MMM icon
100
3M
MMM
$94.4B
$206K 0.16%
1,328
– –
1 2 3
4
5

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Richwood Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Richwood Investment Advisors held 103 positions worth $128M, up 4.8% from $122M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Richwood Investment Advisors's Q3 2025 filing shows 3 new, 13 increased, 61 reduced and 3 closed positions. Its largest new stake was C.H. Robinson: 2,065 shares worth $273K. The largest sale was Fiserv Inc, an estimated $260K.

By sector, the portfolio is most concentrated in Industrials at 11% of assets, up from 11% a quarter earlier, followed by Technology and Healthcare.

  • Richwood Investment Advisors's largest Q3 2025 buy was C.H. Robinson: 2,065 shares worth $273K.
  • Richwood Investment Advisors added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $322K increase.
  • Richwood Investment Advisors's biggest Q3 2025 reduction was Lockheed Martin, cutting an estimated $161K.
  • Richwood Investment Advisors fully exited Fiserv Inc in Q3 2025, selling an estimated $260K.
  • Richwood Investment Advisors's ten largest holdings make up 52% of its $128M portfolio in Q3 2025.
  • Richwood Investment Advisors opened 3 new positions and closed 3 in Q3 2025.
  • Richwood Investment Advisors's portfolio value rose 4.8% quarter-over-quarter to $128M.

Based on Richwood Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.