Advertisement
Screener

Richwood Investment Advisors, LLC Last Quarter Change: USA ETF, Unchanged

Richwood Investment Advisors, LLC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Richwood Investment Advisors, LLC opened 8 positions, added to 1, reduced 8, sold out of 3 and left 1 unchanged. The largest increase in value was IVV (+$3,102,286); the largest decrease was SDY (-$1,215,972).

  • HDV: Country of operation —; Class CORE HIGH DV ETF; Shares 2026-03-31 18,190; Shares 2026-06-30 18,190.

Two Form 13F-HR filings compared (SEC CIK 1911900): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
HDV
ISHARES TR
CORE HIGH DV ETF18,19018,1900$493,677$498,588+$4,911

Similar Firms

Firm NameCountry13F ValueHoldings
Daytona Street Capital LLCUnited States$0.130B302
Intrinsic Value Partners, LLCUnited States$0.130B69
Genoa Capital Gestora de Recursos Ltda.Brazil$0.130B9
R.H. Investment Group, LLCUnited States$0.130B45
Clifford Group, LLCUnited States$0.130B80
BISLETT MANAGEMENT, LLCUnited States$0.130B18
WINNACLE WEALTH LLCUnited States$0.130B123
Nitor Capital Management LLCUnited States$0.130B24
Platt Investment Counsel, LLCUnited States$0.130B13
BXM Wealth LLCUnited States$0.130B131