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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
-0.78%
1 Year Est. Return
+26.25%
3 Year Est. Return
+66.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
-$2.31M
Cap. Flow
-$149K
Cap. Flow %
-0.13%
Top 10 Hldgs %
50.87%
Holding
103
New
3
Increased
24
Reduced
56
Closed
6

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$632K
2
NVDA icon
NVIDIA
NVDA
+$462K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$285K
4
MSFT icon
Microsoft
MSFT
+$246K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$244K

Top Sells

Rank Stock Value
1
UAL icon
United Airlines
UAL
+$261K
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$243K
3
CHRW icon
C.H. Robinson
CHRW
+$211K
4
ABBV icon
AbbVie
ABBV
+$209K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$203K

Sector Composition

Rank Sector Weight
1 Healthcare 14.09%
2 Industrials 10.38%
3 Technology 9.83%
4 Financials 9.68%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IUSG icon
101
iShares Core S&P US Growth ETF
IUSG
$33.6B
– –
-1,460
Closed -$203K
PKG icon
102
Packaging Corp of America
PKG
$22.9B
– –
-897
Closed -$202K
UAL icon
103
United Airlines
UAL
$41B
– –
-2,691
Closed -$261K
1 2 3 4
5

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Richwood Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Richwood Investment Advisors held 103 positions worth $118M, down 1.9% from $120M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Richwood Investment Advisors's Q1 2025 filing shows 3 new, 24 increased, 56 reduced and 6 closed positions. Its largest new stake was NVIDIA: 3,649 shares worth $395K. The largest sale was United Airlines, an estimated $261K.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 13% a quarter earlier, followed by Industrials and Technology.

  • Richwood Investment Advisors's largest Q1 2025 buy was NVIDIA: 3,649 shares worth $395K.
  • Richwood Investment Advisors added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $632K increase.
  • Richwood Investment Advisors's biggest Q1 2025 reduction was Amgen, cutting an estimated $135K.
  • Richwood Investment Advisors fully exited United Airlines in Q1 2025, selling an estimated $261K.
  • Richwood Investment Advisors's ten largest holdings make up 51% of its $118M portfolio in Q1 2025.
  • Richwood Investment Advisors opened 3 new positions and closed 6 in Q1 2025.
  • Richwood Investment Advisors's portfolio value fell 1.9% quarter-over-quarter to $118M.

Based on Richwood Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.