Richwood Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
100
Total value ($000)
$127,624
Net value change ($000)
+5,854 (4.8%)
New positions
3
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,125 9.3%
IJR 656 8.3%
AAPL 566 23.1%
NOC 405 23.6%
IJH 405 4.9%
ORCL 364 27.3%
CAT 293 23.9%
INTC 283 NEW
CHRW 273 NEW
DUK 209 NEW
Top Reduces (Value $000, Stocks/ETFs)
NOW -715 -12.9%
FISV -260 -100.0%
ELV -224 -31.0%
IUSG -220 -100.0%
SYK -206 -100.0%
V -179 -4.6%
UPS -142 -23.1%
LLY -137 -2.5%
COST -116 -6.5%
BMY -80 -13.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type