Bigelow Investment Advisors
Latest statistics and disclosures from Bigelow Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, IAU, VIG, AAPL, and represent 23.47% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX, IVV, IGSB, SCHO, HEFA, MBB, BUFR, AGG, KEX, IJH.
- Started 5 new stock positions in CB, FSLR, KEX, SUSB, IEF.
- Reduced shares in these 10 stocks: SCHX, SPY, , GNMA, FI, IJR, GOOGL, NVDA, , USHY.
- Sold out of its positions in ADBE, CMCSA, FI, IWP, USHY.
- Bigelow Investment Advisors was a net buyer of stock by $2.2M.
- Bigelow Investment Advisors has $256M in assets under management (AUM), dropping by 3.21%.
- Central Index Key (CIK): 0001729516
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Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 149 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $18M | +4% | 26k | 684.95 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $12M | -3% | 18k | 681.92 |
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| Ishares Gold Tr Ishares New (IAU) | 4.5 | $12M | 143k | 81.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.4 | $11M | 51k | 219.78 |
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| Apple (AAPL) | 2.9 | $7.3M | 27k | 271.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $6.6M | +3% | 101k | 66.00 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.2 | $5.6M | +4% | 164k | 34.26 |
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| Microsoft Corporation (MSFT) | 2.1 | $5.4M | 11k | 483.62 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $5.2M | 161k | 32.62 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $5.2M | -8% | 192k | 26.91 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $4.9M | -5% | 41k | 120.18 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $4.9M | +18% | 202k | 24.37 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.9 | $4.9M | +14% | 117k | 41.36 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.7 | $4.3M | +22% | 82k | 52.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.1M | -6% | 13k | 313.00 |
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| NVIDIA Corporation (NVDA) | 1.6 | $4.0M | -7% | 22k | 186.50 |
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $3.6M | +12% | 37k | 95.22 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.5M | 17k | 206.95 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $3.4M | -2% | 11k | 313.80 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $3.4M | 11k | 322.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $3.3M | 37k | 89.46 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $3.3M | +8% | 33k | 99.88 |
|
| American Express Company (AXP) | 1.2 | $3.1M | -2% | 8.5k | 369.95 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $2.9M | +6% | 40k | 72.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $2.8M | +4% | 15k | 191.56 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $2.8M | 15k | 183.40 |
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| Amazon (AMZN) | 1.0 | $2.5M | 11k | 230.82 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.0 | $2.5M | -2% | 49k | 49.99 |
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| Vanguard World Utilities Etf (VPU) | 1.0 | $2.4M | +6% | 13k | 185.04 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $2.3M | 86k | 26.23 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $2.3M | +4% | 42k | 53.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.1M | +3% | 15k | 143.52 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.1M | 33k | 62.47 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.8 | $2.1M | -15% | 46k | 44.54 |
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| Vanguard World Financials Etf (VFH) | 0.8 | $2.0M | +6% | 15k | 133.49 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $2.0M | 39k | 50.86 |
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| Walt Disney Company (DIS) | 0.7 | $1.8M | +2% | 16k | 113.77 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.7 | $1.8M | +4% | 9.2k | 193.63 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | +2% | 15k | 120.34 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.8M | +2% | 21k | 83.75 |
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| TJX Companies (TJX) | 0.7 | $1.7M | 11k | 153.61 |
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| Nextera Energy (NEE) | 0.6 | $1.7M | -6% | 21k | 80.28 |
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| Procter & Gamble Company (PG) | 0.6 | $1.7M | -3% | 12k | 143.31 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $1.6M | -6% | 56k | 29.61 |
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| Ishares Tr Esg Optimized (SUSA) | 0.6 | $1.6M | -7% | 12k | 139.34 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.6 | $1.6M | +5% | 15k | 107.35 |
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| Rollins (ROL) | 0.6 | $1.5M | 26k | 60.02 |
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| Cisco Systems (CSCO) | 0.6 | $1.5M | -5% | 20k | 77.03 |
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| General Dynamics Corporation (GD) | 0.6 | $1.5M | 4.5k | 336.66 |
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| Oracle Corporation (ORCL) | 0.6 | $1.5M | 7.5k | 194.91 |
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| Visa Com Cl A (V) | 0.5 | $1.3M | 3.8k | 350.71 |
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| Pepsi (PEP) | 0.5 | $1.3M | -3% | 9.1k | 143.52 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.3M | +11% | 19k | 67.22 |
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| Ecolab (ECL) | 0.5 | $1.3M | 4.8k | 262.52 |
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| Meta Platforms Cl A (META) | 0.5 | $1.2M | +8% | 1.8k | 660.09 |
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| Danaher Corporation (DHR) | 0.5 | $1.2M | 5.3k | 228.92 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.5 | $1.2M | +15% | 25k | 48.09 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.2M | 2.0k | 579.45 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.2M | 9.0k | 131.03 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $1.2M | -3% | 4.1k | 287.85 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | +2% | 21k | 55.00 |
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| Netflix (NFLX) | 0.4 | $1.1M | +944% | 12k | 93.76 |
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| Medtronic SHS (MDT) | 0.4 | $1.1M | -2% | 11k | 96.06 |
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| Home Depot (HD) | 0.4 | $1.0M | 3.0k | 344.10 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.0M | -2% | 39k | 26.49 |
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| Eaton Corp SHS (ETN) | 0.4 | $999k | 3.1k | 318.51 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $990k | -4% | 6.6k | 148.98 |
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| Lowe's Companies (LOW) | 0.4 | $973k | 4.0k | 241.13 |
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| Caterpillar (CAT) | 0.4 | $953k | -2% | 1.7k | 572.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $943k | 1.9k | 502.65 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $920k | -2% | 1.6k | 570.88 |
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| IDEXX Laboratories (IDXX) | 0.4 | $904k | -2% | 1.3k | 676.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $902k | -6% | 17k | 53.76 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $864k | 7.4k | 117.21 |
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| Advanced Micro Devices (AMD) | 0.3 | $856k | 4.0k | 214.16 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $837k | -11% | 28k | 30.07 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $792k | +40% | 6.6k | 119.35 |
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| Starbucks Corporation (SBUX) | 0.3 | $790k | 9.4k | 84.21 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $781k | -12% | 4.5k | 173.49 |
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| Vanguard World Consum Stp Etf (VDC) | 0.3 | $764k | +11% | 3.6k | 211.24 |
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| UnitedHealth (UNH) | 0.3 | $761k | 2.3k | 330.11 |
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| Deere & Company (DE) | 0.3 | $739k | +2% | 1.6k | 465.57 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $736k | 5.7k | 128.93 |
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| Applied Materials (AMAT) | 0.3 | $728k | -22% | 2.8k | 256.99 |
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| Colgate-Palmolive Company (CL) | 0.3 | $727k | -3% | 9.2k | 79.02 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $720k | 6.6k | 109.91 |
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| International Business Machines (IBM) | 0.3 | $713k | 2.4k | 296.21 |
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| Cme (CME) | 0.3 | $707k | 2.6k | 273.08 |
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| Costco Wholesale Corporation (COST) | 0.3 | $707k | +3% | 820.00 | 862.34 |
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| Merck & Co (MRK) | 0.3 | $707k | -5% | 6.7k | 105.26 |
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| Nike CL B (NKE) | 0.3 | $679k | -7% | 11k | 63.71 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $665k | -5% | 5.2k | 128.84 |
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| FedEx Corporation (FDX) | 0.3 | $659k | 2.3k | 288.86 |
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| Eli Lilly & Co. (LLY) | 0.3 | $649k | -7% | 604.00 | 1074.68 |
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| Wal-Mart Stores (WMT) | 0.3 | $648k | +7% | 5.8k | 111.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $631k | -10% | 2.6k | 246.20 |
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| Verizon Communications (VZ) | 0.2 | $627k | 15k | 40.73 |
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| Gilead Sciences (GILD) | 0.2 | $616k | 5.0k | 122.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $608k | -3% | 1.5k | 396.31 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $603k | +2% | 3.6k | 168.77 |
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| Booking Holdings (BKNG) | 0.2 | $600k | 112.00 | 5355.33 |
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| CSX Corporation (CSX) | 0.2 | $582k | 16k | 36.25 |
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| United Parcel Service CL B (UPS) | 0.2 | $577k | -10% | 5.8k | 99.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $568k | -4% | 3.7k | 154.14 |
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| Becton, Dickinson and (BDX) | 0.2 | $550k | -4% | 2.8k | 194.07 |
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| Honeywell International (HON) | 0.2 | $547k | +3% | 2.8k | 195.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $539k | 715.00 | 753.78 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $528k | +2% | 25k | 20.89 |
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| Norfolk Southern (NSC) | 0.2 | $520k | 1.8k | 288.72 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $517k | -6% | 18k | 28.48 |
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| salesforce (CRM) | 0.2 | $509k | 1.9k | 264.91 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $508k | -15% | 22k | 23.37 |
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| Goldman Sachs (GS) | 0.2 | $504k | +14% | 573.00 | 879.00 |
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| SYSCO Corporation (SYY) | 0.2 | $502k | +2% | 6.8k | 73.69 |
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| Trane Technologies SHS (TT) | 0.2 | $492k | +2% | 1.3k | 389.20 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $491k | 5.2k | 95.08 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $466k | -3% | 9.2k | 50.46 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $451k | -9% | 9.0k | 50.01 |
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| Paypal Holdings (PYPL) | 0.2 | $439k | -6% | 7.5k | 58.38 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $428k | -4% | 4.0k | 107.11 |
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| Intuit (INTU) | 0.2 | $425k | +3% | 642.00 | 662.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $407k | 649.00 | 627.13 |
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| 3M Company (MMM) | 0.1 | $383k | 2.4k | 160.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $369k | -2% | 15k | 24.04 |
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| Spdr Series Trust State Street Spd (CWB) | 0.1 | $359k | 4.0k | 89.20 |
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| Palo Alto Networks (PANW) | 0.1 | $353k | +11% | 1.9k | 184.20 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $347k | +9% | 2.1k | 162.01 |
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| Analog Devices (ADI) | 0.1 | $333k | 1.2k | 271.20 |
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| McDonald's Corporation (MCD) | 0.1 | $332k | 1.1k | 305.63 |
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| Uber Technologies (UBER) | 0.1 | $324k | +7% | 4.0k | 81.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $324k | +2% | 3.4k | 96.03 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $315k | -3% | 4.6k | 68.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $308k | +9% | 1.0k | 303.89 |
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| Autodesk (ADSK) | 0.1 | $294k | -21% | 994.00 | 296.01 |
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| Electronic Arts (EA) | 0.1 | $283k | 1.4k | 204.33 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $265k | -3% | 2.7k | 98.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $264k | -11% | 3.3k | 79.73 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $264k | 6.0k | 44.17 |
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| Kirby Corporation (KEX) | 0.1 | $251k | NEW | 2.3k | 110.18 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $250k | -6% | 670.00 | 373.44 |
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| Pfizer (PFE) | 0.1 | $239k | -27% | 9.6k | 24.90 |
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| Illinois Tool Works (ITW) | 0.1 | $233k | 946.00 | 246.30 |
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| Marvell Technology (MRVL) | 0.1 | $226k | +10% | 2.7k | 84.98 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $224k | NEW | 2.3k | 96.16 |
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| Union Pacific Corporation (UNP) | 0.1 | $218k | 942.00 | 231.32 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $209k | NEW | 8.3k | 25.24 |
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| Chubb (CB) | 0.1 | $203k | NEW | 650.00 | 312.12 |
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| First Solar (FSLR) | 0.1 | $203k | NEW | 776.00 | 261.23 |
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| Abbott Laboratories (ABT) | 0.1 | $201k | -11% | 1.6k | 125.29 |
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Past Filings by Bigelow Investment Advisors
SEC 13F filings are viewable for Bigelow Investment Advisors going back to 2017
- Bigelow Investment Advisors 2025 Q4 filed Jan. 28, 2026
- Bigelow Investment Advisors 2025 Q3 filed Oct. 22, 2025
- Bigelow Investment Advisors 2025 Q2 filed July 10, 2025
- Bigelow Investment Advisors 2025 Q1 filed April 21, 2025
- Bigelow Investment Advisors 2024 Q4 filed Jan. 31, 2025
- Bigelow Investment Advisors 2024 Q3 filed Oct. 18, 2024
- Bigelow Investment Advisors 2024 Q2 restated filed Oct. 15, 2024
- Bigelow Investment Advisors 2024 Q2 filed Aug. 8, 2024
- Bigelow Investment Advisors 2024 Q1 filed May 8, 2024
- Bigelow Investment Advisors 2023 Q4 filed Jan. 31, 2024
- Bigelow Investment Advisors 2023 Q3 filed Oct. 31, 2023
- Bigelow Investment Advisors 2023 Q2 filed July 25, 2023
- Bigelow Investment Advisors 2023 Q1 filed May 9, 2023
- Bigelow Investment Advisors 2022 Q4 filed Jan. 26, 2023
- Bigelow Investment Advisors 2022 Q3 filed Nov. 10, 2022
- Bigelow Investment Advisors 2022 Q2 filed July 18, 2022