HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
33,831 | -400 | $16,159 |
| IVV | 33,831 | -400 | $16,159 |
| ISHARES TR (IJR) |
70,990 | +140 | $7,685 |
| IJR | 70,990 | +140 | $7,685 |
| ISHARES TR (IJH) |
26,141 | -150 | $7,245 |
| IJH | 26,141 | -150 | $7,245 |
| ELI LILLY & CO |
7,093 | -290 | $4,135 |
| LLY | 7,093 | -290 | $4,135 |
| SERVICENOW INC |
5,503 | -185 | $3,888 |
| NOW | 5,503 | -185 | $3,888 |
| UNITEDHEALTH GROUP INC |
5,305 | -244 | $2,793 |
| UNH | 5,305 | -244 | $2,793 |
| VISA INC |
10,409 | -238 | $2,710 |
| V | 10,409 | -238 | $2,710 |
| ISHARES TR (EFA) |
34,157 | -1,813 | $2,574 |
| EFA | 34,157 | -1,813 | $2,574 |
| APPLE INC |
11,842 | -4 | $2,280 |
| AAPL | 11,842 | -4 | $2,280 |
| MERCK & CO INC |
16,816 | +190 | $1,833 |
| MRK | 16,816 | +190 | $1,833 |
| MASTERCARD INCORPORATED |
4,043 | +258 | $1,724 |
| MA | 4,043 | +258 | $1,724 |
| ISHARES TR (DVY) |
13,322 | -195 | $1,562 |
| DVY | 13,322 | -195 | $1,562 |
| LOCKHEED MARTIN CORP |
3,444 | +97 | $1,561 |
| LMT | 3,444 | +97 | $1,561 |
| LOWES COS INC |
6,637 | -292 | $1,477 |
| LOW | 6,637 | -292 | $1,477 |
| MCDONALDS CORP |
4,810 | +135 | $1,426 |
| MCD | 4,810 | +135 | $1,426 |
| NORTHROP GRUMMAN CORP |
2,993 | +112 | $1,401 |
| NOC | 2,993 | +112 | $1,401 |
| SPDR SER TR (SDY) |
9,908 | -13 | $1,238 |
| SDY | 9,908 | -13 | $1,238 |
| ELEVANCE HEALTH INC |
2,546 | +20 | $1,201 |
| ELV | 2,546 | +20 | $1,201 |
| EXXON MOBIL CORP |
11,314 | -235 | $1,131 |
| XOM | 11,314 | -235 | $1,131 |
| HOME DEPOT INC |
3,219 | +155 | $1,115 |
| HD | 3,219 | +155 | $1,115 |
| MICROSOFT CORP |
2,919 | UNCH | $1,098 |
| MSFT | 2,919 | UNCH | $1,098 |
| BOEING CO |
4,106 | -69 | $1,070 |
| BA | 4,106 | -69 | $1,070 |
| PEPSICO INC |
6,231 | -633 | $1,058 |
| PEP | 6,231 | -633 | $1,058 |
| COSTCO WHSL CORP NEW |
1,544 | -25 | $1,019 |
| COST | 1,544 | -25 | $1,019 |
| BIOGEN INC |
3,900 | -107 | $1,009 |
| BIIB | 3,900 | -107 | $1,009 |
| GENERAL DYNAMICS CORP |
3,814 | -150 | $990 |
| GD | 3,814 | -150 | $990 |
| AMGEN INC |
3,379 | -110 | $973 |
| AMGN | 3,379 | -110 | $973 |
| SNAP ON INC |
3,187 | -80 | $921 |
| SNA | 3,187 | -80 | $921 |
| ISHARES TR (PFF) |
26,442 | -736 | $825 |
| PFF | 26,442 | -736 | $825 |
| EATON CORP PLC |
3,328 | -30 | $801 |
| ETN | 3,328 | -30 | $801 |
| VANGUARD WHITEHALL FDS (VYM) |
7,078 | -340 | $790 |
| VYM | 7,078 | -340 | $790 |
| GILEAD SCIENCES INC |
9,693 | -418 | $785 |
| GILD | 9,693 | -418 | $785 |
| BRISTOL MYERS SQUIBB CO |
14,770 | -486 | $758 |
| BMY | 14,770 | -486 | $758 |
| ADOBE INC |
1,209 | UNCH | $721 |
| ADBE | 1,209 | UNCH | $721 |
| ISHARES TR (ISCB) |
13,442 | UNCH | $721 |
| ISCB | 13,442 | UNCH | $721 |
| PROCTER AND GAMBLE CO |
4,833 | UNCH | $708 |
| PG | 4,833 | UNCH | $708 |
| VERIZON COMMUNICATIONS INC |
18,069 | -914 | $681 |
| VZ | 18,069 | -914 | $681 |
| ORACLE CORP |
6,391 | -30 | $674 |
| ORCL | 6,391 | -30 | $674 |
| WELLS FARGO CO NEW |
13,617 | -816 | $670 |
| WFC | 13,617 | -816 | $670 |
| KIMBERLY CLARK CORP |
5,508 | -310 | $669 |
| KMB | 5,508 | -310 | $669 |
| DEERE & CO |
1,637 | +492 | $655 |
| DE | 1,637 | +492 | $655 |
| WELLTOWER INC |
7,220 | -610 | $651 |
| WELL | 7,220 | -610 | $651 |
| WASTE MGMT INC DEL |
3,638 | -115 | $651 |
| WM | 3,638 | -115 | $651 |
| ISHARES TR (IJS) |
6,305 | UNCH | $650 |
| IJS | 6,305 | UNCH | $650 |
| AMERICAN EXPRESS CO |
3,411 | -40 | $639 |
| AXP | 3,411 | -40 | $639 |
| CONOCOPHILLIPS |
5,220 | -465 | $606 |
| COP | 5,220 | -465 | $606 |
| PHILLIPS 66 |
4,490 | +80 | $598 |
| PSX | 4,490 | +80 | $598 |
| AFLAC INC |
7,138 | +860 | $589 |
| AFL | 7,138 | +860 | $589 |
| PFIZER INC |
20,111 | -218 | $579 |
| PFE | 20,111 | -218 | $579 |
| ABBOTT LABS |
5,225 | UNCH | $575 |
| ABT | 5,225 | UNCH | $575 |
See Full List: All Stocks Held By Richwood Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Richwood Investment Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $106,500 At 09/30/2023: $98,063 Richwood Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Richwood Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |
