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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Philip Morris International Inc.

PM|718172109

Shares:2.1K

Value:$328.6K

% of Portfolio:0.3% ($328.6K/$117.6M)

MCKESSON CORP

MCK|58155Q103

Shares:475

Value:$319.5K

% of Portfolio:0.3% ($319.5K/$117.6M)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$312.1K

% of Portfolio:0.3% ($312.1K/$117.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.8K

Value:$304.5K

% of Portfolio:0.3% ($304.5K/$117.6M)

81369Y209

Shares:2.1K

Value:$302.2K

% of Portfolio:0.3% ($302.2K/$117.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.6K

Value:$285.7K

% of Portfolio:0.2% ($285.7K/$117.6M)

464288307

Shares:3.8K

Value:$267.9K

% of Portfolio:0.2% ($267.9K/$117.6M)

921932505

VOOG|921932505

Shares:795

Value:$265.9K

% of Portfolio:0.2% ($265.9K/$117.6M)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$257.4K

% of Portfolio:0.2% ($257.4K/$117.6M)

LEAR CORP

LEA|521865204

Shares:2.8K

Value:$248.0K

% of Portfolio:0.2% ($248.0K/$117.6M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:990

Value:$245.5K

% of Portfolio:0.2% ($245.5K/$117.6M)

SYSCO CORP

SYY|871829107

Shares:3.3K

Value:$245.1K

% of Portfolio:0.2% ($245.1K/$117.6M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:3.1K

Value:$232.9K

% of Portfolio:0.2% ($232.9K/$117.6M)

Public Storage

PSA|74460D109

Shares:774

Value:$231.5K

% of Portfolio:0.2% ($231.5K/$117.6M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:899

Value:$212.9K

% of Portfolio:0.2% ($212.9K/$117.6M)

Duke Energy CORP

DUK|26441C204

Shares:1.7K

Value:$205.5K

% of Portfolio:0.2% ($205.5K/$117.6M)

46138E354

Shares:2.7K

Value:$201.3K

% of Portfolio:0.2% ($201.3K/$117.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Philip Morris International Inc.(PMcusip718172109)	2.1K	QoQ 0.00% (+0) YoY -12.28% (-290)	All Managers (Combined)	$328.6K	0.3% ($328.6K/$117.6M)	QoQ +31.89% (+$79.4K) YoY +51.95% (-$112.3K)
MCKESSON CORP(MCKcusip58155Q103)	475	QoQ 0.00% (+0) YoY -19.35% (-114)	All Managers (Combined)	$319.5K	0.3% ($319.5K/$117.6M)	QoQ +18.08% (+$48.9K) YoY +0.95% (-$3.0K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ -5.93% (-95) YoY +1.34% (+20)	All Managers (Combined)	$312.1K	0.3% ($312.1K/$117.6M)	QoQ +1.03% (-$3.2K) YoY +21.29% (+$54.8K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.8K	QoQ -24.01% (-881) YoY -12.22% (-388)	All Managers (Combined)	$304.5K	0.3% ($304.5K/$117.6M)	QoQ -9.98% (-$33.8K) YoY +11.40% (-$31.2K)
(cusip81369Y209)✕	2.1K	QoQ 0.00% (+0) YoY -5.69% (-125)	All Managers (Combined)	$302.2K	0.3% ($302.2K/$117.6M)	QoQ +6.13% (+$17.5K) YoY -6.79% (-$22.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.6K	QoQ -9.46% (-484) YoY NEW(+4.6K)	All Managers (Combined)	$285.7K	0.2% ($285.7K/$117.6M)	QoQ -5.62% (-$17.0K) YoY NEW(+$285.7K)
(cusip464288307)✕	3.8K	QoQ 0.00% (-0) YoY -9.74% (-405)	All Managers (Combined)	$267.9K	0.2% ($267.9K/$117.6M)	QoQ -5.42% (-$15.4K) YoY -8.78% (-$25.8K)
(VOOGcusip921932505)	795	QoQ 0.00% (-0) YoY -2.45% (-20)	All Managers (Combined)	$265.9K	0.2% ($265.9K/$117.6M)	QoQ -8.62% (-$25.1K) YoY +7.07% (-$17.6K)
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ -6.18% (-67) YoY -29.93% (-434)	All Managers (Combined)	$257.4K	0.2% ($257.4K/$117.6M)	QoQ +1.45% (-$3.7K) YoY -23.13% (-$77.5K)
LEAR CORP(LEAcusip521865204)	2.8K	QoQ +3.49% (-95) YoY +11.85% (-298)	All Managers (Combined)	$248.0K	0.2% ($248.0K/$117.6M)	QoQ -3.58% (-$9.2K) YoY -31.90% (-$116.2K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	990	QoQ -3.41% (-35) YoY -22.65% (-290)	All Managers (Combined)	$245.5K	0.2% ($245.5K/$117.6M)	QoQ -5.52% (-$14.4K) YoY -28.51% (-$97.9K)
SYSCO CORP(SYYcusip871829107)	3.3K	QoQ -1.68% (-56) YoY -16.19% (-631)	All Managers (Combined)	$245.1K	0.2% ($245.1K/$117.6M)	QoQ -3.51% (-$8.9K) YoY -22.53% (-$71.3K)
DuPont de Nemours, Inc.(DDcusip26614N102)	3.1K	QoQ -10.86% (-380) YoY -18.99% (-731)	All Managers (Combined)	$232.9K	0.2% ($232.9K/$117.6M)	QoQ -12.69% (-$33.9K) YoY -21.09% (-$62.3K)
Public Storage(PSAcusip74460D109)	774	QoQ 0.00% (-0) YoY -9.79% (-84)	All Managers (Combined)	$231.5K	0.2% ($231.5K/$117.6M)	QoQ -0.05% (-$116) YoY -7.03% (-$17.5K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	899	QoQ 0.00% (+0) YoY -10.01% (-100)	All Managers (Combined)	$212.9K	0.2% ($212.9K/$117.6M)	QoQ +0.91% (+$1.9K) YoY -16.37% (-$41.7K)
Duke Energy CORP(DUKcusip26441C204)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$205.5K	0.2% ($205.5K/$117.6M)	QoQ NEW(+$205.5K) YoY NEW(+$205.5K)
(cusip46138E354)✕	2.7K	QoQ NEW(+2.7K) YoY -24.51% (-875)	All Managers (Combined)	$201.3K	0.2% ($201.3K/$117.6M)	QoQ NEW(+$201.3K) YoY -14.37% (-$33.8K)