Investor Details
| Filer Name: | RICHWOOD INVESTMENT ADVISORS, LLC |
|---|---|
| CIK: | 1911900 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 100 |
| Portfolio Value: | $0.12B |
Richwood Investment Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| IVV | US | ISHARES CORE S&P 500 ETF | 34,846 | $21M | 17.10% | 4.8% | - |
| IJR | US | ISHARES CORE S&P SMALL-CAP E | 69,647 | $8M | 6.69% | 1.8% | - |
| IJH | US | ISHARES CORE S&P MIDCAP ETF | 128,343 | $8M | 6.67% | 1.8% | - |
| NOW | US | SERVICENOW INC | 5,382 | $6M | 4.76% | 0.7% | - |
| LLY | US | ELI LILLY & CO | 6,948 | $5M | 4.47% | -0.6% | - |
| V | US | VISA INC-CLASS A SHARES | 10,629 | $3M | 2.80% | 2.1% | - |
| AAPL | US | APPLE INC | 12,000 | $3M | 2.51% | 0.8% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 5,247 | $3M | 2.21% | 0.4% | - |
| EFA | US | ISHARES MSCI EAFE ETF | 33,439 | $3M | 2.11% | 6.2% | - |
| MA | US | MASTERCARD INC - A | 4,037 | $2M | 1.77% | 4.4% | - |
| LMT | US | LOCKHEED MARTIN CORP | 3,454 | $2M | 1.40% | 2.9% | - |
| MRK | US | MERCK & CO. INC. | 16,782 | $2M | 1.39% | -1.8% | - |
| COST | US | COSTCO WHOLESALE CORP | 1,816 | $2M | 1.39% | 0.4% | - |
| NOC | US | NORTHROP GRUMMAN CORP | 3,374 | $2M | 1.32% | 4.1% | - |
| DVY | US | ISHARES SELECT DIVIDEND ETF | 11,882 | $2M | 1.30% | -4.7% | - |
| HD | US | HOME DEPOT INC | 3,927 | $2M | 1.27% | 6.3% | - |
| TSCO | US | TRACTOR SUPPLY COMPANY | 28,735 | $2M | 1.27% | 439.7% | - |
| LOW | US | LOWE'S COS INC | 6,007 | $1M | 1.24% | -3.9% | - |
| SDY | US | SPDR S&P DIVIDEND ETF | 9,487 | $1M | 1.04% | -0.2% | - |
| MCD | US | MCDONALD'S CORP | 4,200 | $1M | 1.02% | 2.2% | - |