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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
+5.18%
1 Year Est. Return
+26.25%
3 Year Est. Return
+66.01%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
+$4.13M
Cap. Flow
+$149K
Cap. Flow %
0.12%
Top 10 Hldgs %
52.37%
Holding
102
New
5
Increased
17
Reduced
45
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$602K
2
UAL icon
United Airlines
UAL
+$198K
3
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$198K
4
SYK icon
Stryker
SYK
+$195K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$190K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$285K
2
DUK icon
Duke Energy
DUK
+$206K
3
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$201K
4
MRK icon
Merck
MRK
+$118K
5
ADBE icon
Adobe
ADBE
+$102K

Sector Composition

Rank Sector Weight
1 Healthcare 11.59%
2 Technology 11.08%
3 Industrials 10.95%
4 Financials 9.92%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
101
Duke Energy
DUK
$95.6B
– –
-1,685
Closed -$206K
SPLV icon
102
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-2,694
Closed -$201K
1 2 3 4
5

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Richwood Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Richwood Investment Advisors held 102 positions worth $122M, up 3.5% from $118M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Richwood Investment Advisors's Q2 2025 filing shows 5 new, 17 increased, 45 reduced and 2 closed positions. Its largest new stake was United Airlines: 2,691 shares worth $214K. The largest sale was UnitedHealth, an estimated $285K.

By sector, the portfolio is most concentrated in Healthcare at 12% of assets, down from 14% a quarter earlier, followed by Technology and Industrials.

  • Richwood Investment Advisors's largest Q2 2025 buy was United Airlines: 2,691 shares worth $214K.
  • Richwood Investment Advisors added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $602K increase.
  • Richwood Investment Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $285K.
  • Richwood Investment Advisors fully exited Duke Energy in Q2 2025, selling an estimated $206K.
  • Richwood Investment Advisors's ten largest holdings make up 52% of its $122M portfolio in Q2 2025.
  • Richwood Investment Advisors opened 5 new positions and closed 2 in Q2 2025.
  • Richwood Investment Advisors's portfolio value rose 3.5% quarter-over-quarter to $122M.

Based on Richwood Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.