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Home > Institutional Investor > Richwood Investment Advisors, Llc > Profile

Instuitional Investor - Richwood Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Richwood Investment Advisors, Llc
Portfolio Value $106,499,681
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,831 $16,158,701 15.17%
2.
Ishares Trust
 IEF 70,990 $7,684,684 7.21%
3.
Ishares Trust
 IEF 26,141 $7,245,047 6.8%
4.
Eli Lilly & Co
 LLY 7,093 $4,134,652 3.88%
5.
Servicenow Inc.
 NOW 5,503 $3,887,814 3.65%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)