Richwood Investment Advisors, LLC

CIK 0001911900 • 6 13F filings • May 15, 2025 – Jul 29, 2026

Import this data to Google Sheets with:

=jivedata("richwood-investment-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Richwood Investment Advisors, LLC, Managing Member and Chief Compliance Officer
Address: 5082 Wooster Road, Suite 100, Cincinnati, OH, 45226
Phone: 513-871-0123
AUM: $139.3M

AUM over time

$142.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $139.3M104 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$229K	0.2%Prev: 0.2%	1,328 SH	Increased
ABBOTT LABS	COM	$231K	0.2%Prev: 0.3%	2,084 SH	Decreased-540 SH
ADOBE INC	COM	$357K	0.3%Prev: 0.3%	1,329 SH	Decreased+278 SH
AFLAC INC	COM	$711K	0.5%Prev: 0.6%	6,068 SH	Decreased-1,275 SH
ALLSTATE CORP	COM	$292K	0.2%Prev: 0.2%	1,407 SH	Decreased
AMERICAN ELEC PWR CO INC	COM	$234K	0.2%Prev: 0.2%	1,933 SH	Decreased-355 SH
AMERICAN EXPRESS CO	COM	$1.2M	0.8%Prev: 0.9%	3,216 SH	Increased-75 SH
AMGEN INC	COM	$1.2M	0.9%Prev: 0.8%	3,191 SH	Increased-453 SH
APPLE INC	COM	$3.1M	2.2%Prev: 2.4%	11,009 SH	Increased-825 SH
AUTOMATIC DATA PROCESSING IN	COM	$382K	0.3%Prev: 0.4%	1,649 SH	Decreased
BIOGEN INC	COM	$427K	0.3%Prev: 0.2%	2,122 SH	Increased-125 SH
BOEING CO	COM	$1.2M	0.8%Prev: 0.8%	4,797 SH	Increased+209 SH
BRISTOL-MYERS SQUIBB CO	COM	$682K	0.5%Prev: 0.4%	11,007 SH	Increased-880 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$414K	0.3%Prev: 0.2%	2,065 SH	Increased
CAPITAL ONE FINL CORP	COM	$735K	0.5%Prev: 0.6%	3,297 SH	Decreased-255 SH
CATERPILLAR INC	COM	$2.4M	1.7%Prev: 1.2%	3,274 SH	Increased+90 SH
CHEVRON CORP NEW	COM	$389K	0.3%Prev: 0.3%	2,150 SH	Decreased-376 SH
CISCO SYS INC	COM	$379K	0.3%Prev: 0.2%	4,472 SH	Increased-158 SH
CITIGROUP INC	COM NEW	$749K	0.5%Prev: 0.5%	6,101 SH	Increased+289 SH
CLOROX CO DEL	COM	$517K	0.4%Prev: 0.3%	4,327 SH	Increased+750 SH
COCA COLA CO	COM	$867K	0.6%Prev: 0.6%	10,968 SH	Increased-100 SH
COLGATE PALMOLIVE CO	COM	$277K	0.2%Prev: 0.2%	2,934 SH	Increased-350 SH
CONOCOPHILLIPS	COM	$414K	0.3%Prev: 0.3%	3,849 SH	Increased-366 SH
CONSOLIDATED EDISON INC	COM	$461K	0.3%Prev: 0.4%	4,299 SH	Decreased-360 SH
COSTCO WHSL CORP NEW	COM	$1.8M	1.3%Prev: 1.3%	1,780 SH	Increased-24 SH
CVS HEALTH CORP	COM	$271K	0.2%	3,459 SH	New
DEERE & CO	COM	$1.1M	0.8%Prev: 0.7%	1,937 SH	Increased+20 SH
DELTA AIR LINES INC DEL	COM NEW	$626K	0.4%Prev: 0.4%	8,309 SH	Increased-524 SH
DUKE ENERGY CORP NEW	COM NEW	$205K	0.1%Prev: 0.2%	1,685 SH	Decreased
EATON CORP PLC	SHS	$972K	0.7%Prev: 0.9%	2,600 SH	Decreased-315 SH
ECOLAB INC	COM	$386K	0.3%Prev: 0.2%	1,328 SH	Increased+313 SH
ELEVANCE HEALTH INC FORMERLY	COM	$489K	0.4%Prev: 0.4%	1,442 SH	Decreased-100 SH
ELI LILLY & CO	COM	$7.2M	5.2%Prev: 4.2%	6,850 SH	Increased-245 SH
EXXON MOBIL CORP	COM	$1.7M	1.2%Prev: 1.0%	11,142 SH	Increased
FASTENAL CO	COM	$424K	0.3%Prev: 0.3%	8,873 SH	Decreased-200 SH
FEDEX CORP	COM	$957K	0.7%Prev: 0.4%	2,591 SH	Increased+240 SH
GENERAL DYNAMICS CORP	COM	$1.1M	0.8%Prev: 0.8%	3,092 SH	Increased+144 SH
GILEAD SCIENCES INC	COM	$944K	0.7%Prev: 0.6%	6,193 SH	Increased-315 SH
HOME DEPOT INC	COM	$1.6M	1.2%Prev: 1.3%	4,282 SH	Decreased+200 SH
ILLINOIS TOOL WKS INC	COM	$266K	0.2%Prev: 0.2%	905 SH	Increased-85 SH
INTEL CORP	COM	$487K	0.3%Prev: 0.2%	9,626 SH	Increased+1,200 SH
INTERNATIONAL PAPER CO	COM	$277K	0.2%Prev: 0.2%	5,942 SH	Decreased-430 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$202K	0.1%	2,694 SH	New
ISHARES TR	CORE HIGH DV ETF	$508K	0.4%Prev: 0.4%	3,708 SH	Increased-245 SH
ISHARES TR	CORE S&P MCP ETF	$9.6M	6.9%Prev: 6.7%	134,248 SH	Increased+2,376 SH
ISHARES TR	CORE S&P SCP ETF	$9.8M	7.0%Prev: 6.7%	74,036 SH	Increased+1,839 SH
ISHARES TR	CORE S&P TTL STK	$206K	0.1%Prev: 0.2%	1,366 SH	Decreased-160 SH
ISHARES TR	CORE S&P500 ETF	$27.5M	19.7%Prev: 19.6%	39,583 SH	Increased+2,118 SH
ISHARES TR	MRGSTR MD CP GRW	$308K	0.2%Prev: 0.2%	3,725 SH	Decreased-25 SH
ISHARES TR	MRGSTR SM CP ETF	$668K	0.5%Prev: 0.5%	9,579 SH	Increased-440 SH
ISHARES TR	MRNING SM CP ETF	$206K	0.1%	2,775 SH	New
ISHARES TR	MSCI EAFE ETF	$3.8M	2.7%Prev: 2.6%	37,038 SH	Increased+896 SH
ISHARES TR	PFD AND INCM SEC	$622K	0.4%Prev: 0.5%	19,774 SH	Decreased-614 SH
ISHARES TR	SELECT DIVID ETF	$1.7M	1.2%Prev: 1.2%	10,767 SH	Increased-445 SH
ISHARES TR	SP SMCP600VL ETF	$633K	0.5%Prev: 0.4%	5,005 SH	Increased-38 SH
JOHNSON & JOHNSON	COM	$1.0M	0.7%Prev: 0.6%	4,308 SH	Increased+440 SH
JONES LANG LASALLE INC	COM	$427K	0.3%Prev: 0.3%	1,245 SH	Increased-77 SH
JPMORGAN CHASE & CO.	COM	$843K	0.6%Prev: 0.6%	2,616 SH	Increased+230 SH
KIMBERLY-CLARK CORP	COM	$432K	0.3%Prev: 0.4%	4,139 SH	Decreased-37 SH
LEAR CORP	COM NEW	$407K	0.3%Prev: 0.2%	2,889 SH	Increased+135 SH
LOCKHEED MARTIN CORP	COM	$2.0M	1.4%Prev: 1.2%	3,233 SH	Increased+238 SH
LOWES COS INC	COM	$1.6M	1.1%Prev: 1.2%	5,627 SH	Increased-269 SH
MASTERCARD INCORPORATED	CL A	$2.1M	1.5%Prev: 1.8%	3,916 SH	Decreased-110 SH
MCDONALDS CORP	COM	$1.3M	0.9%Prev: 1.0%	3,825 SH	Increased-200 SH
MCKESSON CORP	COM	$450K	0.3%Prev: 0.3%	474 SH	Increased
MEDTRONIC PLC	SHS	$406K	0.3%Prev: 0.3%	3,949 SH	Decreased-485 SH
MERCK & CO INC	COM	$1.6M	1.2%Prev: 0.9%	13,249 SH	Increased-745 SH
METLIFE INC	COM	$366K	0.3%Prev: 0.3%	4,786 SH	Decreased
MICROSOFT CORP	COM	$1.4M	1.0%Prev: 1.4%	3,382 SH	Decreased-91 SH
MORGAN STANLEY	COM NEW	$667K	0.5%Prev: 0.4%	3,707 SH	Increased+560 SH
NORFOLK SOUTHN CORP	COM	$301K	0.2%Prev: 0.2%	983 SH	Increased+70 SH
NORTHROP GRUMMAN CORP	COM	$2.5M	1.8%Prev: 1.7%	3,532 SH	Increased+56 SH
NVIDIA CORPORATION	COM	$702K	0.5%Prev: 0.6%	3,786 SH	Decreased-70 SH
ORACLE CORP	COM	$838K	0.6%Prev: 1.3%	5,871 SH	Decreased-160 SH
OSHKOSH CORP	COM	$665K	0.5%	3,875 SH	New
PACKAGING CORP AMER	COM	$214K	0.2%	897 SH	New
PAYCHEX INC	COM	$236K	0.2%Prev: 0.2%	2,397 SH	Decreased-100 SH
PEPSICO INC	COM	$903K	0.6%Prev: 0.6%	5,299 SH	Increased+88 SH
PFIZER INC	COM	$434K	0.3%Prev: 0.3%	15,954 SH	Increased-530 SH
PHILIP MORRIS INTL INC	COM	$356K	0.3%Prev: 0.2%	1,950 SH	Increased
PHILLIPS 66	COM	$680K	0.5%Prev: 0.5%	4,310 SH	Increased
PROCTER AND GAMBLE CO	COM	$1.1M	0.8%Prev: 0.5%	6,863 SH	Increased+2,714 SH
PUBLIC STORAGE OPER CO	COM	$216K	0.2%Prev: 0.2%	753 SH	Decreased-20 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$307K	0.2%	1,946 SH	New
SERVICENOW INC	COM	$2.6M	1.9%Prev: 3.8%	25,755 SH	Decreased+20,496 SH
SNAP ON INC	COM	$1.1M	0.8%Prev: 0.8%	3,068 SH	Increased-60 SH
SOUTHERN CO	COM	$584K	0.4%Prev: 0.5%	6,483 SH	Decreased-625 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.1M	1.5%	15,896 SH	New
SYSCO CORP	COM	$283K	0.2%Prev: 0.2%	3,266 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$264K	0.2%Prev: 0.2%	485 SH	Decreased-115 SH
TRACTOR SUPPLY CO	COM	$1.7M	1.2%Prev: 1.3%	29,822 SH	Increased+975 SH
UNION PAC CORP	COM	$524K	0.4%Prev: 0.4%	2,075 SH	Increased-100 SH
UNITED AIRLS HLDGS INC	COM	$312K	0.2%Prev: 0.2%	2,691 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$658K	0.5%Prev: 0.4%	5,607 SH	Increased-51 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.8%Prev: 1.2%	4,255 SH	Decreased-35 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$326K	0.2%Prev: 0.3%	746 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$793K	0.6%Prev: 0.6%	5,097 SH	Increased-500 SH
VERIZON COMMUNICATIONS INC	COM	$660K	0.5%Prev: 0.5%	14,244 SH	Increased-550 SH
VISA INC	COM CL A	$3.5M	2.5%Prev: 2.9%	10,550 SH	Decreased-246 SH
WALMART INC	COM	$222K	0.2%	1,693 SH	New
WASTE MGMT INC DEL	COM	$726K	0.5%Prev: 0.6%	3,200 SH	Increased
WELLS FARGO CO NEW	COM	$1.2M	0.8%Prev: 0.8%	12,497 SH	Increased-300 SH
WELLTOWER INC	COM	$1.2M	0.9%Prev: 0.9%	6,057 SH	Increased-175 SH
YUM BRANDS INC	COM	$629K	0.5%Prev: 0.5%	3,863 SH	Increased

Sold (vs prior filing)

DUPONT DE NEMOURS INC — $256K
SELECT SECTOR SPDR TR — $286K
SPDR SERIES TRUST — $489K
SPDR SERIES TRUST — $1.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000670	$139.3M	View
Oct 16, 2025	Q3 2025	13F-HR	0001172661-25-004302	$127.6M	View
Jul 29, 2026	Q2 2026