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| Happy Holidays!! thanks for using AUM13F!! |
| Richwood Investment Advisors LLC
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| CRD # | 153550 |
| SEC # | 801-121520 |
| CIK # | 0001911900 |
| AUM | $137.4 M (2025-05-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-871-0123 |
| Address | 5082 Wooster Road Cincinnati, OH 45226 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911900 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ServiceNow Inc | 5.6 | ||
| Lilly Eli & Co | 5.6 | ||
| VISA Inc | 3.9 | ||
| Apple Inc | 2.4 | ||
| Mastercard Inc | 2.3 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Northrop Grumman Corp /DE/ | 1.7 | ||
| Lockheed Martin Corp | 1.6 | ||
| Home Depot Inc | 1.5 | ||
| Tractor Supply Co /DE/ | 1.5 | ||
| UnitedHealth Group Inc | 1.4 | ||
| Oracle Corp | 1.3 | ||
| Lowes Companies Inc | 1.3 | ||
| Caterpillar Inc | 1.2 | ||
| Exxon Mobil Corp | 1.2 | ||
| McDonalds Corp | 1.2 | ||
| Merck & Co Inc | 1.1 | ||
| Amgen Inc | 1.1 | ||
| American Express Co | 1.0 | ||
| Eaton Corp Ltd | 1.0 | ||
| Wells Fargo & Co/MN | 1.0 | ||
| Snap-On Inc | 1.0 | ||
| Boeing Co | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 25.8 |
| (b) Individuals (high net worth individuals) | 66 | 111.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 137.4 |
| By Discretionary | ||
| Discretionary | 442 | 137.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 442 | 137.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.4 | |
| Total | 442 | 137.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911900] |
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