$98.1 Million is the total value of Richwood Investment Advisors, LLC's 99 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PKG | New | PACKAGING CORP AMER | $221,419 | – | 1,442 | +100.0% | 0.23% | – |
| CSCO | New | CISCO SYS INC | $201,815 | – | 3,754 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 15.0% |
| ISHARES TR | 8 | Q3 2023 | 7.2% |
| ISHARES TR | 8 | Q3 2023 | 6.9% |
| SERVICENOW INC | 8 | Q3 2023 | 3.5% |
| LILLY ELI & CO | 8 | Q3 2023 | 4.0% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
| VISA INC | 8 | Q3 2023 | 2.5% |
| APPLE INC | 8 | Q3 2023 | 2.2% |
| ISHARES TR | 8 | Q3 2023 | 1.8% |
View Richwood Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-17 |
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.