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CIK 0001911900 • 6 13F filings • May 15, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $413K | 0.4% | 3,114 SH | |
| ADOBE INC | COM | $506K | 0.4% | 1,318 SH | |
| AFLAC INC | COM | $819K | 0.7% | 7,368 SH | |
| ALLSTATE CORP | COM | $312K | 0.3% | 1,507 SH | |
| AMERICAN ELEC PWR CO INC | COM | $305K | 0.3% | 2,787 SH | |
| AMERICAN EXPRESS CO | COM | $885K | 0.8% | 3,291 SH | |
| AMGEN INC | COM | $1.2M | 1.0% | 3,881 SH | |
| APPLE INC | COM | $2.7M | 2.3% | 11,990 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $507K | 0.4% | 1,659 SH | |
| BIOGEN INC | COM | $381K | 0.3% | 2,783 SH | |
| BOEING CO | COM | $799K | 0.7% | 4,683 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $798K | 0.7% | 13,078 SH | |
| CAPITAL ONE FINL CORP | COM | $683K | 0.6% | 3,811 SH | |
| CATERPILLAR INC | COM | $1.1M | 0.9% | 3,213 SH | |
| CHEVRON CORP NEW | COM | $441K | 0.4% | 2,634 SH | |
| CISCO SYS INC | COM | $286K | 0.2% | 4,630 SH | |
| CITIGROUP INC | COM NEW | $342K | 0.3% | 4,817 SH | |
| CLOROX CO DEL | COM | $566K | 0.5% | 3,843 SH | |
| COCA COLA CO | COM | $774K | 0.7% | 10,809 SH | |
| COLGATE PALMOLIVE CO | COM | $387K | 0.3% | 4,132 SH | |
| CONOCOPHILLIPS | COM | $562K | 0.5% | 5,349 SH | |
| CONSOLIDATED EDISON INC | COM | $528K | 0.4% | 4,774 SH | |
| COSTCO WHSL CORP NEW | COM | $1.7M | 1.5% | 1,811 SH | |
| DEERE & CO | COM | $813K | 0.7% | 1,732 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $393K | 0.3% | 9,007 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $206K | 0.2% | 1,685 SH | |
| DUPONT DE NEMOURS INC | COM | $233K | 0.2% | 3,118 SH | |
| EATON CORP PLC | SHS | $793K | 0.7% | 2,918 SH | |
| ECOLAB INC | COM | $257K | 0.2% | 1,016 SH | |
| ELEVANCE HEALTH INC | COM | $877K | 0.7% | 2,017 SH | |
| ELI LILLY & CO | COM | $5.8M | 5.0% | 7,065 SH | |
| EXXON MOBIL CORP | COM | $1.3M | 1.1% | 11,142 SH | |
| FASTENAL CO | COM | $356K | 0.3% | 4,587 SH | |
| FEDEX CORP | COM | $557K | 0.5% | 2,286 SH | |
| FISERV INC | COM | $333K | 0.3% | 1,510 SH | |
| GENERAL DYNAMICS CORP | COM | $814K | 0.7% | 2,986 SH | |
| GILEAD SCIENCES INC | COM | $754K | 0.6% | 6,733 SH | |
| HOME DEPOT INC | COM | $1.5M | 1.3% | 4,148 SH | |
| ILLINOIS TOOL WKS INC | COM | $246K | 0.2% | 990 SH | |
| INTERNATIONAL PAPER CO | COM | $346K | 0.3% | 6,492 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $201K | 0.2% | 2,694 SH | |
| ISHARES TR | CORE HIGH DV ETF | $483K | 0.4% | 3,988 SH | |
| ISHARES TR | CORE S&P MCP ETF | $7.8M | 6.6% | 132,935 SH | |
| ISHARES TR | CORE S&P SCP ETF | $7.5M | 6.4% | 71,813 SH | |
| ISHARES TR | CORE S&P500 ETF | $20.2M | 17.2% | 35,917 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $268K | 0.2% | 3,750 SH | |
| ISHARES TR | MRGSTR SM CP ETF | $551K | 0.5% | 10,179 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.9M | 2.4% | 35,013 SH | |
| ISHARES TR | PFD AND INCM SEC | $632K | 0.5% | 20,551 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.6M | 1.4% | 11,852 SH | |
| ISHARES TR | SP SMCP600VL ETF | $492K | 0.4% | 5,043 SH | |
| JOHNSON & JOHNSON | COM | $645K | 0.5% | 3,889 SH | |
| JONES LANG LASALLE INC | COM | $337K | 0.3% | 1,360 SH | |
| JPMORGAN CHASE & CO. | COM | $573K | 0.5% | 2,336 SH | |
| KIMBERLY-CLARK CORP | COM | $599K | 0.5% | 4,214 SH | |
| LEAR CORP | COM NEW | $248K | 0.2% | 2,812 SH | |
| LOCKHEED MARTIN CORP | COM | $1.5M | 1.3% | 3,349 SH | |
| LOWES COS INC | COM | $1.4M | 1.2% | 6,088 SH | |
| MASTERCARD INCORPORATED | CL A | $2.2M | 1.9% | 4,022 SH | |
| MCDONALDS CORP | COM | $1.3M | 1.1% | 4,065 SH | |
| MCKESSON CORP | COM | $320K | 0.3% | 475 SH | |
| MEDTRONIC PLC | SHS | $440K | 0.4% | 4,894 SH | |
| MERCK & CO INC | COM | $1.4M | 1.2% | 15,945 SH | |
| METLIFE INC | COM | $405K | 0.3% | 5,048 SH | |
| MICROSOFT CORP | COM | $1.3M | 1.1% | 3,488 SH | |
| MORGAN STANLEY | COM NEW | $417K | 0.4% | 3,576 SH | |
| NORFOLK SOUTHN CORP | COM | $213K | 0.2% | 899 SH | |
| NORTHROP GRUMMAN CORP | COM | $1.7M | 1.4% | 3,327 SH | |
| NVIDIA CORPORATION | COM | $395K | 0.3% | 3,649 SH | |
| ORACLE CORP | COM | $852K | 0.7% | 6,091 SH | |
| PAYCHEX INC | COM | $385K | 0.3% | 2,497 SH | |
| PEPSICO INC | COM | $826K | 0.7% | 5,512 SH | |
| PFIZER INC | COM | $439K | 0.4% | 17,343 SH | |
| PHILIP MORRIS INTL INC | COM | $329K | 0.3% | 2,070 SH | |
| PHILLIPS 66 | COM | $546K | 0.5% | 4,425 SH | |
| PROCTER AND GAMBLE CO | COM | $707K | 0.6% | 4,150 SH | |
| PUBLIC STORAGE OPER CO | COM | $232K | 0.2% | 774 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $302K | 0.3% | 2,070 SH | |
| SERVICENOW INC | COM | $4.3M | 3.7% | 5,441 SH | |
| SNAP ON INC | COM | $1.1M | 0.9% | 3,128 SH | |
| SOUTHERN CO | COM | $654K | 0.6% | 7,108 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $435K | 0.4% | 5,554 SH | |
| SPDR SER TR | S&P DIVID ETF | $1.3M | 1.1% | 9,247 SH | |
| SYSCO CORP | COM | $245K | 0.2% | 3,266 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $352K | 0.3% | 707 SH | |
| TRACTOR SUPPLY CO | COM | $1.5M | 1.3% | 28,055 SH | |
| UNION PAC CORP | COM | $481K | 0.4% | 2,038 SH | |
| UNITED PARCEL SERVICE INC | CL B | $657K | 0.6% | 5,974 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.7M | 2.3% | 5,110 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $266K | 0.2% | 795 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $722K | 0.6% | 5,598 SH | |
| VERIZON COMMUNICATIONS INC | COM | $710K | 0.6% | 15,650 SH | |
| VISA INC | COM CL A | $3.8M | 3.2% | 10,906 SH | |
| WASTE MGMT INC DEL | COM | $777K | 0.7% | 3,355 SH | |
| WELLS FARGO CO NEW | COM | $929K | 0.8% | 12,934 SH | |
| WELLTOWER INC | COM | $1.0M | 0.9% | 6,570 SH | |
| YUM BRANDS INC | COM | $553K | 0.5% | 3,513 SH |
| 13F-HR |
| 0001172661-26-002898 |
| $142.2M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002681 | $121.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002346 | $129.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002141 | $117.6M | View |