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, HEFA, and represent 22.65% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: HEFA, ROL, IBM, BKNG, NVDA, STX, INTC, VGT, CWB, IVV.
- Started 11 new stock positions in HONA, QQQ, IBM, FSLR, WAT, ESML, STX, HON, INTC, CMI. ROL.
- Reduced shares in these 10 stocks: , Honeywell International, BUFR, IJR, IAU, SPY, INTU, AGG, AMAT, ADSK.
- Sold out of its positions in ADSK, CMCSA, XOM, Honeywell International, INTU, SUB, MKC.
- Bigelow Investment Advisors was a net buyer of stock by $3.0M.
- Bigelow Investment Advisors has $276M in assets under management (AUM), dropping by 10.58%.
- Central Index Key (CIK): 0001729516
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Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 157 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $20M | 26k | 748.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.9 | $14M | -2% | 18k | 746.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $12M | 50k | 236.62 |
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| Ishares Gold Tr Ishares New (IAU) | 3.5 | $9.6M | -3% | 127k | 75.51 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 2.9 | $8.0M | +21% | 171k | 46.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $7.9M | 103k | 77.11 |
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| Apple (AAPL) | 2.8 | $7.6M | 26k | 289.36 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $5.5M | -5% | 37k | 148.31 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $5.5M | +2% | 161k | 33.84 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.9 | $5.1M | 175k | 29.43 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.8 | $5.1M | +3% | 97k | 52.41 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.8 | $5.0M | +4% | 207k | 24.14 |
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| NVIDIA Corporation (NVDA) | 1.7 | $4.8M | +11% | 24k | 200.09 |
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| Ishares Msci Emrg Chn (EMXC) | 1.7 | $4.7M | +4% | 46k | 102.30 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 1.7 | $4.7M | -9% | 130k | 36.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.5M | 13k | 357.37 |
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| Microsoft Corporation (MSFT) | 1.5 | $4.3M | +3% | 12k | 373.02 |
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| Johnson & Johnson (JNJ) | 1.5 | $4.2M | 16k | 253.97 |
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| Ishares Tr Mbs Etf (MBB) | 1.4 | $4.0M | 42k | 94.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $3.9M | +6% | 19k | 212.77 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $3.8M | 39k | 96.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $3.7M | -3% | 10k | 353.33 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $3.5M | 11k | 327.33 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $3.2M | -7% | 32k | 98.98 |
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| American Express Company (AXP) | 1.0 | $2.9M | 8.4k | 338.25 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $2.8M | -2% | 15k | 189.73 |
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| Amazon (AMZN) | 1.0 | $2.7M | 11k | 238.34 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $2.6M | +6% | 16k | 158.03 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $2.5M | +7% | 47k | 53.17 |
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| Advanced Micro Devices (AMD) | 0.9 | $2.4M | +5% | 4.2k | 580.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.4M | 33k | 71.25 |
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| Vanguard World Utilities Etf (VPU) | 0.8 | $2.2M | -5% | 11k | 195.73 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.8 | $2.2M | -5% | 43k | 49.78 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $2.2M | +3% | 62k | 34.81 |
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| Cisco Systems (CSCO) | 0.8 | $2.1M | -3% | 18k | 117.46 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $2.1M | 72k | 28.96 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.7 | $2.0M | +8% | 19k | 106.10 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $2.0M | 24k | 82.65 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $1.8M | 36k | 51.05 |
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| Nextera Energy (NEE) | 0.7 | $1.8M | 21k | 87.77 |
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| Vanguard World Financials Etf (VFH) | 0.6 | $1.7M | 13k | 131.60 |
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| Procter & Gamble Company (PG) | 0.6 | $1.7M | 12k | 146.64 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $1.7M | 21k | 82.84 |
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| Caterpillar (CAT) | 0.6 | $1.7M | -3% | 1.6k | 1064.90 |
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| TJX Companies (TJX) | 0.6 | $1.6M | 11k | 151.50 |
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| General Dynamics Corporation (GD) | 0.6 | $1.6M | 4.5k | 354.24 |
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| Walt Disney Company (DIS) | 0.6 | $1.6M | 16k | 96.25 |
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| Arista Networks Com Shs (ANET) | 0.6 | $1.6M | 9.2k | 169.88 |
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| Ishares Tr Esg Optimized (SUSA) | 0.6 | $1.5M | -2% | 10k | 154.30 |
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| Applied Materials (AMAT) | 0.5 | $1.5M | -13% | 2.0k | 723.00 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.4M | +2% | 3.4k | 426.12 |
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| Ecolab (ECL) | 0.5 | $1.4M | 5.0k | 278.61 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.5 | $1.4M | -3% | 7.5k | 183.95 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $1.3M | 4.3k | 298.07 |
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| Visa Com Cl A (V) | 0.5 | $1.3M | -2% | 3.7k | 343.09 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | 22k | 56.98 |
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| Pepsi (PEP) | 0.4 | $1.2M | 8.9k | 135.40 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.4 | $1.2M | 25k | 47.52 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.2M | +10% | 45k | 26.50 |
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| Meta Platforms Cl A (META) | 0.4 | $1.2M | +6% | 2.1k | 563.29 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.4 | $1.1M | -9% | 25k | 44.23 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.4 | $1.1M | +53% | 10k | 107.82 |
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| Rollins (ROL) | 0.4 | $1.1M | NEW | 26k | 41.74 |
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| Home Depot (HD) | 0.4 | $1.1M | -2% | 3.0k | 352.68 |
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| Deere & Company (DE) | 0.4 | $1.0M | 1.7k | 634.33 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.0M | 2.1k | 501.36 |
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| Oracle Corporation (ORCL) | 0.4 | $1.0M | +5% | 7.1k | 146.55 |
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| Vanguard World Health Car Etf (VHT) | 0.4 | $1.0M | -6% | 3.5k | 299.01 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.0M | 6.3k | 163.67 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $1.0M | +17% | 8.7k | 117.45 |
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| Danaher Corporation (DHR) | 0.4 | $1.0M | -2% | 5.3k | 190.48 |
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| Marvell Technology (MRVL) | 0.4 | $989k | +4% | 3.3k | 297.89 |
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| Starbucks Corporation (SBUX) | 0.4 | $987k | 9.7k | 102.19 |
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| Netflix (NFLX) | 0.3 | $959k | +5% | 13k | 71.40 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $957k | 7.6k | 126.58 |
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| Micron Technology (MU) | 0.3 | $915k | +17% | 793.00 | 1154.29 |
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| Lowe's Companies (LOW) | 0.3 | $914k | +2% | 4.1k | 220.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $910k | 15k | 59.69 |
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| Colgate-Palmolive Company (CL) | 0.3 | $886k | +3% | 9.7k | 91.68 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $847k | -10% | 23k | 36.87 |
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| UnitedHealth (UNH) | 0.3 | $836k | -2% | 2.0k | 415.63 |
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| Medtronic SHS (MDT) | 0.3 | $834k | -4% | 11k | 78.23 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $830k | -3% | 1.6k | 513.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $830k | -4% | 1.7k | 500.39 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $824k | 2.5k | 334.82 |
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| Costco Wholesale Corporation (COST) | 0.3 | $802k | +4% | 857.00 | 935.47 |
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| Vanguard World Consum Stp Etf (VDC) | 0.3 | $775k | +13% | 3.4k | 225.49 |
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| Merck & Co (MRK) | 0.3 | $772k | -3% | 6.0k | 128.50 |
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| Eli Lilly & Co. (LLY) | 0.3 | $766k | 639.00 | 1199.43 |
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| CSX Corporation (CSX) | 0.3 | $762k | 16k | 47.53 |
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| Wal-Mart Stores (WMT) | 0.3 | $746k | 6.6k | 113.26 |
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| Verizon Communications (VZ) | 0.3 | $737k | +4% | 17k | 42.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $737k | 2.5k | 300.44 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $710k | 6.5k | 109.43 |
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| IDEXX Laboratories (IDXX) | 0.3 | $695k | -3% | 1.3k | 526.44 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $686k | 5.4k | 127.51 |
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| FedEx Corporation (FDX) | 0.2 | $683k | +9% | 2.2k | 313.13 |
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| Goldman Sachs (GS) | 0.2 | $679k | +5% | 671.00 | 1011.37 |
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| International Business Machines (IBM) | 0.2 | $676k | NEW | 2.4k | 281.21 |
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| Trane Technologies SHS (TT) | 0.2 | $659k | 1.3k | 491.16 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $657k | 4.6k | 142.40 |
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| Palo Alto Networks (PANW) | 0.2 | $653k | 1.9k | 341.02 |
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| SYSCO Corporation (SYY) | 0.2 | $640k | +7% | 7.7k | 83.58 |
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| Gilead Sciences (GILD) | 0.2 | $631k | 5.0k | 126.34 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $579k | +13% | 1.2k | 477.57 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $570k | -3% | 5.3k | 107.50 |
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| Norfolk Southern (NSC) | 0.2 | $560k | 1.8k | 314.59 |
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| Booking Holdings (BKNG) | 0.2 | $558k | +2553% | 3.1k | 178.24 |
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| Cme (CME) | 0.2 | $556k | -3% | 2.5k | 220.83 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $554k | +10% | 864.00 | 640.76 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $537k | -8% | 15k | 36.13 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $536k | 5.2k | 102.80 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $495k | +614% | 4.1k | 119.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $490k | -2% | 1.3k | 368.38 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $484k | -13% | 21k | 23.68 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $483k | NEW | 500.00 | 965.00 |
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| Intel Corporation (INTC) | 0.2 | $480k | NEW | 3.4k | 139.63 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $448k | +4% | 3.8k | 117.67 |
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| Analog Devices (ADI) | 0.2 | $447k | -2% | 1.1k | 397.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $446k | 649.00 | 686.81 |
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| Becton, Dickinson and (BDX) | 0.2 | $436k | +3% | 2.9k | 151.33 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $436k | -21% | 2.3k | 190.19 |
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| Nike CL B (NKE) | 0.2 | $423k | -6% | 10k | 41.05 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $404k | 18k | 23.13 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $397k | -6% | 7.8k | 50.60 |
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| 3M Company (MMM) | 0.1 | $387k | 2.4k | 161.91 |
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| Everpure Cl A (P) | 0.1 | $380k | +23% | 4.8k | 78.79 |
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| Quanta Services (PWR) | 0.1 | $374k | +14% | 519.00 | 720.04 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $374k | 2.8k | 132.76 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $353k | -6% | 13k | 27.70 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $353k | -19% | 3.3k | 107.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $350k | 3.4k | 103.88 |
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| Uber Technologies (UBER) | 0.1 | $345k | +11% | 4.8k | 72.16 |
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| Honeywell International (HON) | 0.1 | $344k | NEW | 1.5k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.1 | $333k | NEW | 1.5k | 221.08 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $332k | -2% | 6.6k | 50.63 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $328k | +8% | 2.7k | 121.74 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $327k | 6.0k | 54.69 |
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| Kirby Corporation (KEX) | 0.1 | $315k | +5% | 2.3k | 135.97 |
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| Union Pacific Corporation (UNP) | 0.1 | $298k | 1.1k | 272.00 |
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| McDonald's Corporation (MCD) | 0.1 | $293k | 1.1k | 270.31 |
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| Capital One Financial (COF) | 0.1 | $281k | +22% | 1.4k | 200.62 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $274k | 670.00 | 409.50 |
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| salesforce (CRM) | 0.1 | $267k | 1.7k | 156.66 |
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| First Solar (FSLR) | 0.1 | $259k | NEW | 1.1k | 235.96 |
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| Illinois Tool Works (ITW) | 0.1 | $256k | 946.00 | 270.47 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $250k | 3.2k | 79.03 |
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| Electronic Arts (EA) | 0.1 | $236k | -13% | 1.2k | 205.04 |
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| Cummins (CMI) | 0.1 | $235k | NEW | 330.00 | 713.21 |
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| Paypal Holdings (PYPL) | 0.1 | $235k | -13% | 5.4k | 43.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $233k | +10% | 2.5k | 94.57 |
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| Waters Corporation (WAT) | 0.1 | $228k | NEW | 609.00 | 375.04 |
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| Chubb (CB) | 0.1 | $222k | 650.00 | 340.74 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $219k | NEW | 3.9k | 55.93 |
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| Pfizer (PFE) | 0.1 | $216k | -2% | 9.0k | 24.08 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $214k | 8.6k | 24.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $202k | NEW | 274.00 | 736.41 |
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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 Q2 filed July 30, 2026
- 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