$102 Million is the total value of Richwood Investment Advisors, LLC's 101 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSX | New | PHILLIPS 66 | $420,626 | – | 4,410 | +100.0% | 0.41% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $205,816 | – | 3,810 | +100.0% | 0.20% | – |
| VMW | New | VMWARE INC | $204,327 | – | 1,422 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-21
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 16.2% |
| ISHARES TR | 11 | Q2 2024 | 7.2% |
| ISHARES TR | 11 | Q2 2024 | 6.9% |
| LILLY ELI & CO | 11 | Q2 2024 | 5.7% |
| SERVICENOW INC | 11 | Q2 2024 | 3.7% |
| UNITEDHEALTH GROUP INC | 11 | Q2 2024 | 3.1% |
| ISHARES TR | 11 | Q2 2024 | 2.6% |
| VISA INC | 11 | Q2 2024 | 2.6% |
| APPLE INC | 11 | Q2 2024 | 2.2% |
| MERCK & CO INC | 11 | Q2 2024 | 2.0% |
View Richwood Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-22 |
View Richwood Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.