Bigelow Investment Advisors, LLC Incresed Positions in Q4 2024

Bigelow Investment Advisors, LLC

  • $212 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
15.4K
+ 14.45%
$48.37 - $52.65 $743K - $808K
122K $6.02M
IVV
Ishares Core S&P 500 ETF

ETFs
492
+ 2.1%
$570.51 - $610.59 $281K - $300K
23.9K $14.1M
AAPL
Apple Inc.

Technology
151
+ 0.54%
$221.69 - $259.02 $33.5K - $39.1K
28.3K $7.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.89K
+ 48.01%
$55.45 - $61.08 $548K - $604K
30.5K $1.69M
HEFA
Ishares Currency Hedged Msci E

ETFs
12.7K
+ 22.89%
$34.42 - $35.88 $436K - $454K
67.9K $2.36M
SCHO
Schwab Short Term Us Treasury

ETFs
48K
+ 126.95%
$24.06 - $48.88 $1.15M - $2.34M
85.7K $2.06M
VOX
Vanguard Communication Service

ETFs
967
+ 16.8%
$144.31 - $163.57 $140K - $158K
6.72K $1.04M
VFH
Vanguard Financial ETF

ETFs
1.18K
+ 14.66%
$108.87 - $126.2 $128K - $149K
9.22K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
119K
+ 291.83%
$25.93 - $105.3 $3.07M - $12.5M
159K $4.44M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.11K
+ 11.13%
$48.48 - $49.47 $199K - $203K
41K $2M
BX
Blackstone Inc.

Financial Services
263
+ 6.99%
$148.45 - $199.05 $39K - $52.4K
4.02K $693K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
4.36K
+ 23.63%
$32.55 - $36.44 $142K - $159K
22.8K $773K
GVI
Ishares Tr

ETFs
1.24K
+ 17.76%
$103.89 - $107.05 $128K - $132K
8.2K $854K
VIG
Vanguard Dividend Appreciation

ETFs
588
+ 1.14%
N/A
52.3K $9.52M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 6.06%
$4100.99 - $5300.34 $24.6K - $31.8K
105 $521K
GNMA
Ishares Gnma Bond ETF

ETFs
5.73K
+ 7.16%
$42.8 - $44.74 $245K - $256K
85.7K $3.68M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.17K
+ 10.32%
$51.33 - $53.74 $163K - $170K
33.8K $1.74M
SCHV
Schwab Strategic Tr Us Large C

ETFs
38.9K
+ 223.79%
$25.79 - $80.4 $1M - $3.13M
56.3K $1.47M
MA
Mastercard Inc

Financial Services
6
+ 0.31%
$491.3 - $536.15 $2.95K - $3.22K
1.95K $1.03M
VPU
Vanguard Utilities ETF

ETFs
752
+ 12.18%
$160.52 - $179.11 $121K - $135K
6.93K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
497
+ 4.14%
$126.68 - $134.74 $63K - $67K
12.5K $1.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
579
+ 19.12%
$115.08 - $119.55 $66.6K - $69.2K
3.61K $416K
EA
Electronic Arts Inc.

Communication Services
303
+ 10.33%
$140.69 - $167.97 $42.6K - $50.9K
3.24K $473K
SYY
Sysco Corp

Consumer Defensive
650
+ 12.36%
$73.63 - $81.77 $47.9K - $53.2K
5.91K $451K
FISV
Fiserv Inc

Technology
290
+ 17.59%
N/A
1.94K $242K
IBB
Ishares Biotechnology ETF

ETFs
987
+ 13.41%
$131.21 - $148.85 $130K - $147K
8.35K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
138
+ 4.47%
$216.13 - $242.4 $29.8K - $33.5K
3.22K $711K
PANW
Palo Alto Networks Inc

Technology
855
+ 106.48%
$181.96 - $405.9 $156K - $347K
1.66K $301K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
678
+ 12.61%
$36.54 - $37.53 $24.8K - $25.4K
6.05K $222K
INTU
Intuit Inc

Technology
13
+ 1.75%
$602.01 - $706.25 $7.83K - $9.18K
754 $473K
ADSK
Autodesk, Inc.

Technology
46
+ 3.31%
N/A
1.44K $352K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.78K
+ 11.16%
$20.55 - $23.26 $77.6K - $87.9K
37.6K $792K
IEMG
Ishares Inc

ETFs
59
+ 0.34%
N/A
17.2K $920K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
785
+ 1.54%
$113.92 - $127.38 $89.4K - $100K
51.8K $5.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
788
+ 4.36%
$80.13 - $83.77 $63.1K - $66K
18.9K $1.51M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.5K
+ 192.24%
$27.54 - $83.04 $647K - $1.95M
35.7K $989K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10K
+ 89.59%
$25.33 - $51.16 $253K - $511K
21.2K $547K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8
+ 0.02%
$51.54 - $52.55 $412 - $420
47.6K $2.46M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
28
+ 0.13%
$46.69 - $49.2 $1.31K - $1.38K
21.6K $1.01M
VHT
Vanguard Health Care ETF

ETFs
306
+ 5.58%
$250.81 - $283.3 $76.7K - $86.7K
5.79K $1.47M
SCHP
Schwab Strategic Us Tips ETF

ETFs
17K
+ 86.34%
$25.74 - $53.78 $437K - $914K
36.7K $947K
XOM
Exxon Mobil Corp

Energy
130
+ 0.96%
$105.51 - $125.37 $13.7K - $16.3K
13.7K $1.48M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.66K
+ 62.09%
$18.41 - $40.87 $123K - $272K
17.4K $321K
AMD
Advanced Micro Devices Inc

Technology
57
+ 1.87%
$118.88 - $172.8 $6.78K - $9.85K
3.11K $376K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
58.6K
+ 174.78%
$22.01 - $66.82 $1.29M - $3.91M
92.1K $2.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.6K
+ 29.44%
$22.63 - $47.53 $172K - $361K
33.4K $758K
SCHX
Schwab Strategic Tr Us Large C

ETFs
141K
+ 164.67%
$22.4 - $68.28 $3.15M - $9.6M
226K $5.24M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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