Richwood Investment Advisors, LLC Buys 1, Sells 4 in 2nd Quarter

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Jul 22, 2022
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Richwood Investment Advisors, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

5082 Wooster Road, Suite 100 Cincinnati, OH 45226

As of the latest 13F report, the guru’s equity portfolio contained 106 stocks valued at a total of $99.00Mil. The top holdings were IVV(14.04%), IJR(7.03%), and IJH(6.39%).

According to GuruFocus data, these were Richwood Investment Advisors, LLC’s top five trades of the quarter.

iShares Core S&P 500 ETF


During the quarter, Richwood Investment Advisors, LLC bought 2,225 shares of ARCA:IVV for a total holding of 36,698. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $411.02.

On 07/22/2022, iShares Core S&P 500 ETF traded for a price of $395.94 per share and a market cap of $292.37Bil. The stock has returned -8.23% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 18.18 and a price-book ratio of 3.48.

The Walt Disney Co


The guru sold out of their 2,085-share investment in NYSE:DIS. Previously, the stock had a 0.26% weight in the equity portfolio. Shares traded for an average price of $111.41 during the quarter.

On 07/22/2022, The Walt Disney Co traded for a price of $102.39 per share and a market cap of $186.90Bil. The stock has returned -41.41% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, The Walt Disney Co has a price-earnings ratio of 70.77, a price-book ratio of 2.02, a EV-to-Ebitda ratio of 21.20 and a price-sales ratio of 2.47.

The price-to-GF Value ratio is 0.66, earning the stock a GF Value rank of 8.

iShares 20 Year Treasury Bond ETF


The guru sold out of their 2,090-share investment in NAS:TLT. Previously, the stock had a 0.25% weight in the equity portfolio. Shares traded for an average price of $117.54 during the quarter.

On 07/22/2022, iShares 20+ Year Treasury Bond ETF traded for a price of $118.575 per share and a market cap of $23.47Bil. The stock has returned -19.15% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Allstate Corp


The guru sold out of their 1,834-share investment in NYSE:ALL. Previously, the stock had a 0.23% weight in the equity portfolio. Shares traded for an average price of $131.13 during the quarter.

On 07/22/2022, Allstate Corp traded for a price of $116.78 per share and a market cap of $32.05Bil. The stock has returned -6.53% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Allstate Corp has a price-earnings ratio of 9.75, a price-book ratio of 1.41, a price-earnings-to-growth (PEG) ratio of 0.43, a EV-to-Ebitda ratio of 6.95 and a price-sales ratio of 0.66.

The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 7.

Qualcomm Inc


The guru sold out of their 1,535-share investment in NAS:QCOM. Previously, the stock had a 0.21% weight in the equity portfolio. Shares traded for an average price of $136.07 during the quarter.

On 07/22/2022, Qualcomm Inc traded for a price of $153 per share and a market cap of $171.14Bil. The stock has returned 9.23% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Qualcomm Inc has a price-earnings ratio of 15.64, a price-book ratio of 12.86, a price-earnings-to-growth (PEG) ratio of 0.74, a EV-to-Ebitda ratio of 11.65 and a price-sales ratio of 4.43.

The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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