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Richwood Investment Advisors Llc

Portfolio Manager
Richwood Investment Advisors LLC
Performance
-1.35% (2026 Q1)
AUM (13F)
$129.75M
# of Holdings
98
Performance Rank
Allocation (Top 20)
65.34%

Richwood Investment Advisors Llc Holdings Map

Top 50 Richwood Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
20.21%40.2K$26.2M
+1.44%(+569)
2025-Q1: 35.9K shares2025-Q2: 37.0K shares2025-Q3: 37.5K shares2025-Q4: 39.6K shares2026-Q1: 40.2K shares
$482.27(+53.95%)
2026-03-31
IJR
ISHARES TR
7.2%75.2K$9.3M
+1.53%(+1.13K)
2025-Q1: 71.8K shares2025-Q2: 72.5K shares2025-Q3: 72.2K shares2025-Q4: 74.0K shares2026-Q1: 75.2K shares
$112.06(+19.51%)
2026-03-31
IJH
ISHARES TR
7.05%135.5K$9.2M
+0.97%(+1.30K)
2025-Q1: 132.9K shares2025-Q2: 132.2K shares2025-Q3: 131.9K shares2025-Q4: 134.2K shares2026-Q1: 135.5K shares
$55.22(+30.80%)
2026-03-31
LLY
ELI LILLY & CO
4.87%6.9K$6.3M
+0.29%(+20)
2025-Q1: 7.1K shares2025-Q2: 7.1K shares2025-Q3: 7.1K shares2025-Q4: 6.8K shares2026-Q1: 6.9K shares
$279.81(+259.14%)
2026-03-31
EFA
ISHARES TR
2.84%37.9K$3.7M
+2.31%(+855)
2025-Q1: 35.0K shares2025-Q2: 35.7K shares2025-Q3: 36.1K shares2025-Q4: 37.0K shares2026-Q1: 37.9K shares
$79.08(+28.64%)
2026-03-31
V
VISA INC
2.54%10.9K$3.3M
+3.41%(+360)
2025-Q1: 10.9K shares2025-Q2: 10.9K shares2025-Q3: 10.8K shares2025-Q4: 10.6K shares2026-Q1: 10.9K shares
$225.65(+44.36%)
2026-03-31
AAPL
APPLE INC
2.17%11.1K$2.8M
+0.55%(+61)
2025-Q1: 12.0K shares2025-Q2: 11.9K shares2025-Q3: 11.8K shares2025-Q4: 11.0K shares2026-Q1: 11.1K shares
$161.10(+86.37%)
2026-03-31
NOW
SERVICENOW INC
2.16%26.8K$2.8M
+4.16%(+1.07K)
2025-Q1: 5.4K shares2025-Q2: 5.4K shares2025-Q3: 5.3K shares2025-Q4: 25.8K shares2026-Q1: 26.8K shares
$128.15(-25.81%)
2026-03-31
NOC
NORTHROP GRUMMAN CORP
1.94%3.7K$2.5M
+4.47%(+158)
2025-Q1: 3.3K shares2025-Q2: 3.4K shares2025-Q3: 3.5K shares2025-Q4: 3.5K shares2026-Q1: 3.7K shares
$416.54(+29.81%)
2026-03-31
CAT
CATERPILLAR INC
1.77%3.2K$2.3M
-1.22%(-40)
2025-Q1: 3.2K shares2025-Q2: 3.2K shares2025-Q3: 3.2K shares2025-Q4: 3.3K shares2026-Q1: 3.2K shares
$283.91(+212.88%)
2026-03-31

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