Richwood-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ADBE",
  "JLL",
  "ALL",
  "AXP",
  "CAT",
  "LOW",
  null,
  "COF",
  "DUK",
  "GD",
  "GILD",
  "HD",
  "MCD",
  null,
  "UNP",
  "ITW",
  "IJH",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "FAST",
  "IJR",
  "ORCL",
  "NOC",
  "PAYX",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "NOW",
  "SNA",
  "TMO",
  "UPS",
  "MET",
  "TSCO",
  null,
  "VYM",
  "DD",
  "AFL",
  "SDY",
  "FI",
  "IP",
  "WM",
  "AEP",
  null,
  null,
  "VOOG",
  "V",
  "WFC",
  "WELL",
  "YUM",
  "BIIB",
  "DVY",
  "LEA",
  "NSC",
  null,
  "SO",
  "PSX",
  "SYY",
  "MCK",
  "PSA",
  "FDX",
  "KMB",
  "ADP",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CL",
  "COP",
  "ED",
  "COST",
  "DE",
  "DAL",
  null,
  null,
  "EFA",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 97
Total Value: 117639707
Accession Number: 0001172661-25-002141
Form Type: 13F-HR
CIK: richwood-investment-advisors
Manager Name: Richwood-Investment-Advisors

Data Enrichment

92% identified

89 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $117.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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921946406

VYM|921946406

Shares:5.6K

Value:$721.9K

% of Portfolio:0.6% ($721.9K/$117.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:15.7K

Value:$709.9K

% of Portfolio:0.6% ($709.9K/$117.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.2K

Value:$707.2K

% of Portfolio:0.6% ($707.2K/$117.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:3.8K

Value:$683.3K

% of Portfolio:0.6% ($683.3K/$117.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:6.0K

Value:$657.0K

% of Portfolio:0.6% ($657.0K/$117.6M)

SOUTHERN CO

SO|842587107

Shares:7.1K

Value:$653.6K

% of Portfolio:0.6% ($653.6K/$117.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.9K

Value:$644.9K

% of Portfolio:0.5% ($644.9K/$117.6M)

464288687

Shares:20.6K

Value:$631.5K

% of Portfolio:0.5% ($631.5K/$117.6M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.2K

Value:$599.3K

% of Portfolio:0.5% ($599.3K/$117.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.3K

Value:$573.0K

% of Portfolio:0.5% ($573.0K/$117.6M)

CLOROX CO /DE/

CLX|189054109

Shares:3.8K

Value:$565.8K

% of Portfolio:0.5% ($565.8K/$117.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:5.3K

Value:$561.8K

% of Portfolio:0.5% ($561.8K/$117.6M)

FEDEX CORP

FDX|31428X106

Shares:2.3K

Value:$557.3K

% of Portfolio:0.5% ($557.3K/$117.6M)

YUM BRANDS INC

YUM|988498101

Shares:3.5K

Value:$552.8K

% of Portfolio:0.5% ($552.8K/$117.6M)

464288505

Shares:10.2K

Value:$551.5K

% of Portfolio:0.5% ($551.5K/$117.6M)

Phillips 66

PSX|718546104

Shares:4.4K

Value:$546.4K

% of Portfolio:0.5% ($546.4K/$117.6M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.8K

Value:$528.0K

% of Portfolio:0.4% ($528.0K/$117.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.7K

Value:$506.9K

% of Portfolio:0.4% ($506.9K/$117.6M)

ADOBE INC.

ADBE|00724F101

Shares:1.3K

Value:$505.6K

% of Portfolio:0.4% ($505.6K/$117.6M)

464287879

Shares:5.0K

Value:$491.6K

% of Portfolio:0.4% ($491.6K/$117.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	5.6K	QoQ -0.88% (-50) YoY -19.33% (-1.3K)	All Managers (Combined)	$721.9K	0.6% ($721.9K/$117.6M)	QoQ +0.17% (-$1.3K) YoY -14.04% (-$117.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	15.7K	QoQ -4.02% (-656) YoY -11.62% (-2.1K)	All Managers (Combined)	$709.9K	0.6% ($709.9K/$117.6M)	QoQ +8.86% (-$57.8K) YoY -4.46% (-$33.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.2K	QoQ -9.50% (-436) YoY -12.11% (-572)	All Managers (Combined)	$707.2K	0.6% ($707.2K/$117.6M)	QoQ -8.01% (-$61.6K) YoY -7.70% (-$59.1K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	3.8K	QoQ 0.00% (+0) YoY -4.86% (-195)	All Managers (Combined)	$683.3K	0.6% ($683.3K/$117.6M)	QoQ +0.54% (+$3.7K) YoY +14.56% (-$86.9K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	6.0K	QoQ -4.13% (-258) YoY +281.72% (+4.4K)	All Managers (Combined)	$657.0K	0.6% ($657.0K/$117.6M)	QoQ -16.38% (-$128.8K) YoY +182.32% (+$424.3K)
SOUTHERN CO(SOcusip842587107)	7.1K	QoQ -5.64% (-425) YoY -11.73% (-945)	All Managers (Combined)	$653.6K	0.6% ($653.6K/$117.6M)	QoQ +5.39% (-$33.5K) YoY +13.13% (-$75.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.9K	QoQ +6.60% (+241) YoY +11.81% (+411)	All Managers (Combined)	$644.9K	0.5% ($644.9K/$117.6M)	QoQ +22.24% (+$117.4K) YoY +17.19% (+$94.6K)
(cusip464288687)✕	20.6K	QoQ -5.29% (-1.1K) YoY -16.82% (-4.2K)	All Managers (Combined)	$631.5K	0.5% ($631.5K/$117.6M)	QoQ -7.43% (-$50.7K) YoY -20.69% (-$164.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.2K	QoQ -6.85% (-310) YoY -19.84% (-1.0K)	All Managers (Combined)	$599.3K	0.5% ($599.3K/$117.6M)	QoQ +1.09% (-$6.5K) YoY -11.87% (-$80.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.3K	QoQ +5.55% (+123) YoY +7.74% (+168)	All Managers (Combined)	$573.0K	0.5% ($573.0K/$117.6M)	QoQ +8.01% (+$42.5K) YoY +31.95% (+$138.8K)
CLOROX CO /DE/(CLXcusip189054109)	3.8K	QoQ -1.61% (-63) YoY -6.38% (-262)	All Managers (Combined)	$565.8K	0.5% ($565.8K/$117.6M)	QoQ -10.79% (-$68.5K) YoY -9.97% (-$62.7K)
CONOCOPHILLIPS(COPcusip20825C104)	5.3K	QoQ +4.14% (+213) YoY +2.47% (-129)	All Managers (Combined)	$561.8K	0.5% ($561.8K/$117.6M)	QoQ +10.29% (+$52.4K) YoY -15.44% (-$102.7K)
FEDEX CORP(FDXcusip31428X106)	2.3K	QoQ +2.69% (-60) YoY +24.50% (+450)	All Managers (Combined)	$557.3K	0.5% ($557.3K/$117.6M)	QoQ -11.01% (-$69.0K) YoY +4.75% (+$25.3K)
YUM BRANDS INC(YUMcusip988498101)	3.5K	QoQ +3.38% (+115) YoY +16.24% (+491)	All Managers (Combined)	$552.8K	0.5% ($552.8K/$117.6M)	QoQ +21.26% (+$96.9K) YoY +31.93% (+$133.8K)
(cusip464288505)✕	10.2K	QoQ -13.14% (-1.5K) YoY -20.56% (-2.6K)	All Managers (Combined)	$551.5K	0.5% ($551.5K/$117.6M)	QoQ -19.78% (-$136.0K) YoY -23.44% (-$168.8K)
Phillips 66(PSXcusip718546104)	4.4K	QoQ 0.00% (+0) YoY +3.50% (-150)	All Managers (Combined)	$546.4K	0.5% ($546.4K/$117.6M)	QoQ +8.38% (+$42.3K) YoY -21.75% (-$151.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.8K	QoQ -8.08% (-420) YoY +2.51% (+117)	All Managers (Combined)	$528.0K	0.4% ($528.0K/$117.6M)	QoQ +13.91% (-$64.5K) YoY +24.84% (+$105.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.7K	QoQ -5.68% (-100) YoY -27.90% (-642)	All Managers (Combined)	$506.9K	0.4% ($506.9K/$117.6M)	QoQ -1.56% (-$8.0K) YoY -11.81% (-$67.9K)
ADOBE INC.(ADBEcusip00724F101)	1.3K	QoQ -0.82% (-11) YoY +11.03% (-131)	All Managers (Combined)	$505.6K	0.4% ($505.6K/$117.6M)	QoQ -14.41% (-$85.2K) YoY -15.64% (-$93.8K)
(cusip464287879)✕	5.0K	QoQ -7.34% (-400) YoY -12.37% (-712)	All Managers (Combined)	$491.6K	0.4% ($491.6K/$117.6M)	QoQ -16.84% (-$99.6K) YoY -16.87% (-$99.8K)