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, IJH, and represent 23.31% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: HEFA, IGSB, RSP, MBB, EMXC, SUSL, SPY, SOXX, GVI, PWR.
- Started 8 new stock positions in SUSL, MU, PWR, SOXX, CMCSA, SUB, COF, PSTG.
- Reduced shares in these 10 stocks: ROL, IAU, GNMA, IBM, BUFR, SCHX, SCHB, VPU, VOX, VFH.
- Sold out of its positions in ABT, FSLR, IBM, ROL.
- Bigelow Investment Advisors was a net seller of stock by $-2.3M.
- Bigelow Investment Advisors has $250M in assets under management (AUM), dropping by -2.43%.
- Central Index Key (CIK): 0001729516
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Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $17M | 26k | 653.22 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.8 | $12M | +2% | 19k | 650.32 |
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| Ishares Gold Tr Ishares New (IAU) | 4.6 | $12M | -8% | 131k | 88.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $11M | 51k | 215.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $7.0M | +3% | 104k | 67.53 |
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| Apple (AAPL) | 2.7 | $6.7M | -2% | 26k | 253.79 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 2.4 | $6.0M | +19% | 140k | 42.49 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.0 | $4.9M | +14% | 94k | 52.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $4.9M | -3% | 40k | 124.31 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.9 | $4.9M | -12% | 144k | 33.77 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $4.8M | 198k | 24.27 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $4.6M | 158k | 29.13 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $4.5M | -8% | 177k | 25.64 |
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| Microsoft Corporation (MSFT) | 1.6 | $4.1M | 11k | 370.17 |
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| Ishares Tr Mbs Etf (MBB) | 1.6 | $4.0M | +13% | 42k | 94.95 |
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| Johnson & Johnson (JNJ) | 1.6 | $4.0M | -3% | 16k | 244.44 |
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| NVIDIA Corporation (NVDA) | 1.5 | $3.8M | 22k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.6M | -3% | 13k | 287.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $3.6M | +5% | 39k | 90.53 |
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| Ishares Msci Emrg Chn (EMXC) | 1.4 | $3.5M | +11% | 44k | 78.66 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $3.4M | +6% | 35k | 99.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $3.3M | +16% | 17k | 191.92 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $3.1M | 11k | 294.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.1M | 11k | 286.86 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $2.9M | 15k | 192.90 |
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| American Express Company (AXP) | 1.0 | $2.5M | 8.4k | 302.48 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.5M | 15k | 169.66 |
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| Amazon (AMZN) | 1.0 | $2.4M | +5% | 11k | 208.27 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $2.3M | +4% | 44k | 53.22 |
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| Vanguard World Utilities Etf (VPU) | 0.9 | $2.3M | -11% | 12k | 198.14 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.9 | $2.3M | -7% | 46k | 49.81 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $2.3M | +3% | 15k | 148.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.1M | 33k | 64.08 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $1.9M | +11% | 24k | 82.75 |
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| Nextera Energy (NEE) | 0.8 | $1.9M | 21k | 92.88 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.7 | $1.9M | +15% | 18k | 106.68 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $1.9M | -5% | 37k | 50.95 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $1.8M | -15% | 73k | 25.10 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.8M | +8% | 60k | 30.50 |
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| TJX Companies (TJX) | 0.7 | $1.7M | 11k | 159.70 |
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| Procter & Gamble Company (PG) | 0.7 | $1.7M | 12k | 144.44 |
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| Vanguard World Financials Etf (VFH) | 0.6 | $1.6M | -13% | 13k | 120.81 |
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| Walt Disney Company (DIS) | 0.6 | $1.6M | +2% | 16k | 96.38 |
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| General Dynamics Corporation (GD) | 0.6 | $1.5M | 4.5k | 343.22 |
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| Cisco Systems (CSCO) | 0.6 | $1.5M | -6% | 19k | 77.59 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $1.5M | +9% | 21k | 69.75 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.6 | $1.4M | -15% | 7.8k | 179.84 |
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| Pepsi (PEP) | 0.6 | $1.4M | 9.0k | 155.29 |
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| Ishares Tr Esg Optimized (SUSA) | 0.5 | $1.4M | -12% | 10k | 132.10 |
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| Ecolab (ECL) | 0.5 | $1.3M | +4% | 5.0k | 266.02 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.5 | $1.2M | -39% | 28k | 44.33 |
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| Netflix (NFLX) | 0.5 | $1.2M | +10% | 13k | 96.15 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.5 | $1.2M | +2% | 25k | 47.59 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.2M | +4% | 3.3k | 357.67 |
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| Caterpillar (CAT) | 0.5 | $1.2M | 1.7k | 708.46 |
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| Visa Com Cl A (V) | 0.5 | $1.2M | 3.8k | 302.24 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.1M | +3% | 9.3k | 122.78 |
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| Meta Platforms Cl A (META) | 0.5 | $1.1M | +7% | 2.0k | 572.13 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.1M | +6% | 41k | 26.61 |
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| Bank of America Corporation (BAC) | 0.4 | $1.0M | +2% | 21k | 48.75 |
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| Danaher Corporation (DHR) | 0.4 | $1.0M | 5.4k | 189.60 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.0M | 2.1k | 491.53 |
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| Home Depot (HD) | 0.4 | $1.0M | 3.1k | 328.89 |
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| Vanguard World Health Car Etf (VHT) | 0.4 | $1.0M | -8% | 3.7k | 272.33 |
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| Oracle Corporation (ORCL) | 0.4 | $987k | -10% | 6.7k | 147.11 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $986k | +2% | 7.5k | 130.94 |
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| Medtronic SHS (MDT) | 0.4 | $964k | 11k | 86.65 |
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| Lowe's Companies (LOW) | 0.4 | $955k | 4.0k | 236.27 |
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| Deere & Company (DE) | 0.4 | $917k | +2% | 1.6k | 563.30 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $888k | -5% | 6.3k | 141.42 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $885k | +12% | 7.5k | 118.60 |
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| Starbucks Corporation (SBUX) | 0.3 | $860k | +2% | 9.6k | 89.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $839k | -7% | 16k | 54.05 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $839k | -4% | 4.3k | 194.14 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $838k | +4% | 1.7k | 499.66 |
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| Verizon Communications (VZ) | 0.3 | $835k | +7% | 17k | 50.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $831k | -7% | 1.7k | 479.20 |
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| Costco Wholesale Corporation (COST) | 0.3 | $821k | 824.00 | 996.43 |
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| Wal-Mart Stores (WMT) | 0.3 | $807k | +11% | 6.5k | 124.28 |
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| Advanced Micro Devices (AMD) | 0.3 | $806k | 4.0k | 203.43 |
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| Applied Materials (AMAT) | 0.3 | $803k | -17% | 2.4k | 341.79 |
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| Colgate-Palmolive Company (CL) | 0.3 | $792k | 9.3k | 85.23 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $791k | -8% | 26k | 30.96 |
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| Cme (CME) | 0.3 | $769k | 2.6k | 295.35 |
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| IDEXX Laboratories (IDXX) | 0.3 | $769k | +2% | 1.4k | 561.89 |
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| Merck & Co (MRK) | 0.3 | $746k | -7% | 6.2k | 120.29 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $716k | 6.5k | 110.36 |
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| FedEx Corporation (FDX) | 0.3 | $711k | -12% | 2.0k | 356.18 |
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| Gilead Sciences (GILD) | 0.3 | $696k | 5.0k | 139.37 |
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| Vanguard World Consum Stp Etf (VDC) | 0.3 | $680k | -16% | 3.0k | 224.59 |
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| Honeywell International (HON) | 0.3 | $663k | +4% | 2.9k | 226.03 |
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| CSX Corporation (CSX) | 0.3 | $658k | 16k | 41.05 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $642k | -4% | 5.5k | 117.66 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $616k | -2% | 2.5k | 247.96 |
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| Spdr Series Trust State Street Spd (CWB) | 0.2 | $611k | +65% | 6.7k | 91.52 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $606k | +12% | 2.4k | 250.58 |
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| Eli Lilly & Co. (LLY) | 0.2 | $593k | +6% | 645.00 | 919.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $588k | -10% | 1.4k | 430.29 |
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| Nike CL B (NKE) | 0.2 | $585k | +3% | 11k | 52.82 |
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| Trane Technologies SHS (TT) | 0.2 | $563k | +6% | 1.4k | 416.74 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $561k | -10% | 4.6k | 121.20 |
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| UnitedHealth (UNH) | 0.2 | $559k | -10% | 2.1k | 270.59 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $540k | -5% | 5.5k | 98.38 |
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| Goldman Sachs (GS) | 0.2 | $538k | +10% | 636.00 | 845.99 |
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| Norfolk Southern (NSC) | 0.2 | $516k | 1.8k | 287.00 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $509k | -6% | 24k | 21.49 |
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| SYSCO Corporation (SYY) | 0.2 | $507k | +4% | 7.1k | 71.33 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $498k | 5.2k | 95.61 |
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| Booking Holdings (BKNG) | 0.2 | $497k | +5% | 118.00 | 4210.32 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $495k | -17% | 2.9k | 168.85 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $474k | -10% | 16k | 29.08 |
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| Becton, Dickinson and (BDX) | 0.2 | $440k | 2.8k | 157.23 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $435k | +2% | 4.1k | 106.15 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $420k | -7% | 8.4k | 50.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $417k | 3.6k | 114.99 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $413k | -18% | 18k | 23.22 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $405k | -18% | 580.00 | 697.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $388k | 649.00 | 597.55 |
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| Analog Devices (ADI) | 0.1 | $367k | -6% | 1.2k | 318.14 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $362k | +5% | 1.1k | 337.95 |
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| 3M Company (MMM) | 0.1 | $348k | 2.4k | 145.23 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $340k | -27% | 6.7k | 50.63 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $337k | -11% | 14k | 24.75 |
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| McDonald's Corporation (MCD) | 0.1 | $336k | 1.1k | 310.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $327k | 3.4k | 97.13 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $319k | NEW | 2.8k | 113.60 |
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| salesforce (CRM) | 0.1 | $316k | -11% | 1.7k | 186.67 |
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| Marvell Technology (MRVL) | 0.1 | $316k | +20% | 3.2k | 99.05 |
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| Palo Alto Networks (PANW) | 0.1 | $312k | 1.9k | 160.32 |
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| Uber Technologies (UBER) | 0.1 | $308k | +8% | 4.3k | 71.93 |
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| Kirby Corporation (KEX) | 0.1 | $293k | -3% | 2.2k | 132.88 |
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| Paypal Holdings (PYPL) | 0.1 | $284k | -16% | 6.3k | 45.23 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $272k | 6.0k | 45.47 |
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| Electronic Arts (EA) | 0.1 | $270k | -4% | 1.3k | 203.87 |
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| Intuit (INTU) | 0.1 | $269k | -2% | 623.00 | 432.38 |
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| Union Pacific Corporation (UNP) | 0.1 | $261k | +14% | 1.1k | 242.62 |
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| Pfizer (PFE) | 0.1 | $258k | -4% | 9.2k | 28.08 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $257k | NEW | 781.00 | 328.66 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $252k | -8% | 2.5k | 101.79 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $250k | -4% | 3.2k | 79.27 |
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| Quanta Services (PWR) | 0.1 | $250k | NEW | 455.00 | 549.02 |
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| Illinois Tool Works (ITW) | 0.1 | $246k | 946.00 | 260.29 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $239k | 670.00 | 356.56 |
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| Everpure Cl A (PSTG) | 0.1 | $231k | NEW | 3.9k | 59.04 |
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| Micron Technology (MU) | 0.1 | $228k | NEW | 676.00 | 337.84 |
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| Autodesk (ADSK) | 0.1 | $216k | -9% | 901.00 | 239.40 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $215k | +3% | 8.6k | 25.07 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $213k | -4% | 2.2k | 95.44 |
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| Chubb (CB) | 0.1 | $212k | 650.00 | 325.93 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $209k | -10% | 4.1k | 50.44 |
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| Capital One Financial (COF) | 0.1 | $208k | NEW | 1.1k | 182.43 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $206k | NEW | 1.9k | 106.50 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $204k | NEW | 7.1k | 28.71 |
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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 2026 Q1 filed April 23, 2026
- 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