Bigelow Investment Advisors
Latest statistics and disclosures from Bigelow Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, VIG, IAU, AAPL, and represent 23.06% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BUFR (+$5.2M), ANET, HEFA, IAU, RSP, VDC, IGSB, MBB, EMXC, GVI.
- Started 5 new stock positions in MRVL, ANET, TSM, VRT, BUFR.
- Reduced shares in these 10 stocks: IJR, AAPL, SPY, UNH, IBB, GNMA, VHT, SCHO, IJH, AMGN.
- Sold out of its positions in AMGN, QCLN, NVO.
- Bigelow Investment Advisors was a net buyer of stock by $4.8M.
- Bigelow Investment Advisors has $248M in assets under management (AUM), dropping by 9.32%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $16M | 25k | 669.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $13M | -4% | 19k | 666.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.4 | $11M | 51k | 215.79 |
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| Ishares Gold Tr Ishares New (IAU) | 4.2 | $10M | +6% | 143k | 72.77 |
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| Apple (AAPL) | 2.8 | $7.0M | -13% | 27k | 254.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $6.3M | -3% | 97k | 65.26 |
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| Microsoft Corporation (MSFT) | 2.3 | $5.7M | 11k | 517.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.2 | $5.5M | -2% | 209k | 26.34 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.1 | $5.2M | NEW | 156k | 33.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $5.2M | -23% | 44k | 118.83 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $5.1M | +2% | 159k | 31.91 |
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| NVIDIA Corporation (NVDA) | 1.7 | $4.3M | -3% | 23k | 186.58 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.7 | $4.2M | -5% | 171k | 24.40 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.6 | $4.1M | +24% | 103k | 39.61 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $3.5M | +12% | 67k | 53.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.4M | 14k | 243.10 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $3.4M | 11k | 315.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $3.2M | 37k | 87.31 |
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| Ishares Tr Mbs Etf (MBB) | 1.3 | $3.2M | +13% | 33k | 95.15 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.1M | 17k | 185.42 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $3.0M | +11% | 30k | 100.25 |
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| American Express Company (AXP) | 1.2 | $2.9M | -3% | 8.7k | 332.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.7M | -3% | 11k | 243.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $2.7M | +21% | 14k | 189.70 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $2.6M | -7% | 15k | 167.33 |
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| Ishares Msci Emrg Chn (EMXC) | 1.0 | $2.5M | +17% | 38k | 67.51 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.0 | $2.5M | +4% | 51k | 49.79 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 1.0 | $2.4M | -13% | 55k | 44.35 |
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| Amazon (AMZN) | 1.0 | $2.4M | -3% | 11k | 219.57 |
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| Vanguard World Utilities Etf (VPU) | 0.9 | $2.3M | -3% | 12k | 189.41 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $2.2M | 87k | 25.71 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $2.2M | +15% | 40k | 54.09 |
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| Oracle Corporation (ORCL) | 0.9 | $2.1M | 7.6k | 281.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.0M | -2% | 34k | 59.92 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.0M | +7% | 14k | 140.95 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $2.0M | -3% | 39k | 51.09 |
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| Vanguard World Financials Etf (VFH) | 0.8 | $1.9M | +14% | 14k | 131.24 |
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| Procter & Gamble Company (PG) | 0.7 | $1.8M | 12k | 153.65 |
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| Walt Disney Company (DIS) | 0.7 | $1.8M | +2% | 16k | 114.50 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.7M | 59k | 29.11 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.7M | +9% | 21k | 84.11 |
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| Ishares Tr Esg Optimized (SUSA) | 0.7 | $1.7M | 13k | 135.65 |
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| Nextera Energy (NEE) | 0.7 | $1.7M | +2% | 22k | 75.49 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.7 | $1.7M | +4% | 8.8k | 187.73 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 14k | 112.75 |
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| TJX Companies (TJX) | 0.6 | $1.6M | -5% | 11k | 144.54 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.6 | $1.5M | +26% | 14k | 107.44 |
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| General Dynamics Corporation (GD) | 0.6 | $1.5M | 4.5k | 341.00 |
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| Rollins (ROL) | 0.6 | $1.5M | 26k | 58.74 |
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| Cisco Systems (CSCO) | 0.6 | $1.4M | -5% | 21k | 68.42 |
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| Netflix (NFLX) | 0.5 | $1.3M | +2% | 1.1k | 1198.92 |
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| Pepsi (PEP) | 0.5 | $1.3M | -4% | 9.4k | 140.44 |
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| Visa Com Cl A (V) | 0.5 | $1.3M | 3.8k | 341.38 |
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| Ecolab (ECL) | 0.5 | $1.3M | +2% | 4.7k | 273.86 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.3M | NEW | 8.9k | 145.71 |
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| Meta Platforms Cl A (META) | 0.5 | $1.3M | +2% | 1.7k | 734.38 |
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| Home Depot (HD) | 0.5 | $1.2M | 3.1k | 405.19 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.2M | 3.1k | 374.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.1M | +3% | 17k | 65.92 |
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| Vanguard World Health Car Etf (VHT) | 0.4 | $1.1M | -23% | 4.2k | 259.60 |
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| Medtronic SHS (MDT) | 0.4 | $1.1M | -5% | 11k | 95.24 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.1M | 40k | 26.95 |
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| Danaher Corporation (DHR) | 0.4 | $1.1M | 5.4k | 198.26 |
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| Bank of America Corporation (BAC) | 0.4 | $1.1M | 20k | 51.59 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.4 | $1.0M | +2% | 21k | 48.47 |
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| Lowe's Companies (LOW) | 0.4 | $1.0M | 4.1k | 251.32 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.0M | 6.9k | 145.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $972k | -4% | 18k | 54.18 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $971k | 2.0k | 485.02 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $947k | -5% | 5.2k | 183.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $943k | 1.9k | 502.74 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $938k | -4% | 1.6k | 568.81 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $931k | -4% | 31k | 29.64 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $901k | 7.3k | 123.75 |
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| IDEXX Laboratories (IDXX) | 0.4 | $879k | 1.4k | 638.89 |
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| Caterpillar (CAT) | 0.3 | $818k | +2% | 1.7k | 477.15 |
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| Starbucks Corporation (SBUX) | 0.3 | $808k | 9.6k | 84.60 |
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| Nike CL B (NKE) | 0.3 | $802k | 12k | 69.73 |
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| UnitedHealth (UNH) | 0.3 | $799k | -40% | 2.3k | 345.30 |
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| Colgate-Palmolive Company (CL) | 0.3 | $759k | +5% | 9.5k | 79.94 |
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| Applied Materials (AMAT) | 0.3 | $748k | +2% | 3.7k | 204.74 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $743k | -13% | 6.7k | 111.22 |
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| Costco Wholesale Corporation (COST) | 0.3 | $734k | +18% | 793.00 | 925.63 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $723k | 5.7k | 126.64 |
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| Cme (CME) | 0.3 | $708k | -3% | 2.6k | 270.19 |
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| Deere & Company (DE) | 0.3 | $707k | 1.5k | 457.26 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $695k | -5% | 2.9k | 241.96 |
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| Vanguard World Consum Stp Etf (VDC) | 0.3 | $693k | +141% | 3.2k | 213.73 |
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| International Business Machines (IBM) | 0.3 | $692k | 2.5k | 282.16 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $685k | -11% | 5.4k | 125.96 |
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| Verizon Communications (VZ) | 0.3 | $665k | +7% | 15k | 43.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $657k | +7% | 3.8k | 170.85 |
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| Advanced Micro Devices (AMD) | 0.3 | $651k | 4.0k | 161.79 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $601k | -4% | 26k | 23.47 |
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| Merck & Co (MRK) | 0.2 | $598k | -6% | 7.1k | 83.93 |
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| Booking Holdings (BKNG) | 0.2 | $594k | 110.00 | 5399.27 |
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| CSX Corporation (CSX) | 0.2 | $573k | -2% | 16k | 35.51 |
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| Honeywell International (HON) | 0.2 | $572k | +4% | 2.7k | 210.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $567k | 1.6k | 355.47 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $566k | +7% | 4.7k | 119.51 |
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| Wal-Mart Stores (WMT) | 0.2 | $558k | +15% | 5.4k | 103.06 |
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| Gilead Sciences (GILD) | 0.2 | $557k | 5.0k | 111.00 |
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| Becton, Dickinson and (BDX) | 0.2 | $555k | 3.0k | 187.17 |
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| SYSCO Corporation (SYY) | 0.2 | $548k | -3% | 6.7k | 82.34 |
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| United Parcel Service CL B (UPS) | 0.2 | $543k | -11% | 6.5k | 83.53 |
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| Norfolk Southern (NSC) | 0.2 | $541k | 1.8k | 300.41 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $541k | -9% | 19k | 27.90 |
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| Paypal Holdings (PYPL) | 0.2 | $536k | -4% | 8.0k | 67.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $534k | 715.00 | 746.63 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $534k | -22% | 25k | 21.57 |
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| FedEx Corporation (FDX) | 0.2 | $528k | -2% | 2.2k | 235.81 |
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| Trane Technologies SHS (TT) | 0.2 | $522k | 1.2k | 421.96 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $512k | +9% | 10k | 51.23 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $505k | -48% | 3.5k | 144.37 |
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| Eli Lilly & Co. (LLY) | 0.2 | $498k | +17% | 652.00 | 763.00 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $484k | -4% | 9.6k | 50.59 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $480k | 5.2k | 92.97 |
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| salesforce (CRM) | 0.2 | $454k | +8% | 1.9k | 237.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $447k | -12% | 4.2k | 106.49 |
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| Intuit (INTU) | 0.2 | $422k | -4% | 618.00 | 682.91 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $411k | +2% | 1.2k | 352.75 |
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| Autodesk (ADSK) | 0.2 | $401k | -21% | 1.3k | 317.67 |
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| Goldman Sachs (GS) | 0.2 | $399k | +48% | 501.00 | 796.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $397k | -7% | 649.00 | 612.38 |
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| 3M Company (MMM) | 0.1 | $371k | 2.4k | 155.18 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $367k | 16k | 23.28 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $366k | -4% | 4.0k | 90.50 |
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| Uber Technologies (UBER) | 0.1 | $361k | -2% | 3.7k | 97.97 |
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| Palo Alto Networks (PANW) | 0.1 | $350k | +7% | 1.7k | 203.62 |
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| Fiserv (FI) | 0.1 | $339k | +21% | 2.6k | 128.93 |
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| Pfizer (PFE) | 0.1 | $337k | -11% | 13k | 25.48 |
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| McDonald's Corporation (MCD) | 0.1 | $330k | -2% | 1.1k | 303.89 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $320k | -3% | 4.8k | 66.91 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $308k | 3.3k | 93.37 |
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| Analog Devices (ADI) | 0.1 | $302k | 1.2k | 245.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $300k | -13% | 3.8k | 79.93 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $295k | NEW | 2.0k | 150.86 |
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| Electronic Arts (EA) | 0.1 | $284k | -23% | 1.4k | 201.70 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $279k | 2.8k | 100.05 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $263k | 720.00 | 365.48 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $260k | NEW | 930.00 | 279.29 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $256k | 5.9k | 43.42 |
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| Illinois Tool Works (ITW) | 0.1 | $250k | 957.00 | 260.76 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $243k | +10% | 7.7k | 31.42 |
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| Abbott Laboratories (ABT) | 0.1 | $242k | -2% | 1.8k | 133.94 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $237k | +3% | 6.3k | 37.78 |
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| Union Pacific Corporation (UNP) | 0.1 | $221k | +7% | 936.00 | 236.37 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $207k | 1.5k | 142.41 |
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| Marvell Technology (MRVL) | 0.1 | $202k | NEW | 2.4k | 84.07 |
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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 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
- Bigelow Investment Advisors 2022 Q1 filed April 29, 2022