Bigelow Investment Advisors, LLC Reduced Holdings in Q4 2025

Bigelow Investment Advisors, LLC

  • $249 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-84
- 1.11%
$217.57 - $313.0 $18.3K - $26.3K
7.52K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
-664
- 3.54%
$653.02 - $687.39 $434K - $456K
18.1K $12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16.9K
- 8.06%
$25.85 - $27.19 $436K - $458K
192K $5.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.54K
- 5.84%
$114.27 - $121.15 $291K - $308K
41K $4.79M
GNMA
Ishares Gnma Bond ETF

ETFs
-8.23K
- 15.09%
$44.32 - $44.89 $365K - $370K
46.3K $2.06M
NVDA
Nvidia Corp

Technology
-1.62K
- 7.04%
$179.83 - $207.04 $292K - $336K
21.5K $4M
JPM
Jpmorgan Chase & CO

Financial Services
-8
- 0.08%
$294.11 - $320.41 $2.35K - $2.56K
10.6K $3.19M
PG
Procter & Gamble CO

Consumer Defensive
-393
- 3.29%
$145.5 - $153.18 $57.2K - $60.2K
11.5K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.43%
$358.03 - $397.02 $4.65K - $5.16K
3.04K $1.09M
BX
Blackstone Inc.

Financial Services
-162
- 4.21%
$138.42 - $168.45 $22.4K - $27.3K
3.69K $510K
TXN
Texas Instruments Inc

Technology
-652
- 12.66%
N/A
4.5K $875K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.57K
- 11.37%
$28.9 - $30.17 $103K - $108K
27.8K $811K
LOW
Lowes Companies Inc

Consumer Cyclical
-42
- 1.03%
$225.0 - $247.99 $9.45K - $10.4K
4.04K $908K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.7K
- 6.25%
$28.46 - $29.45 $105K - $109K
55.5K $1.61M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-911
- 7.21%
$132.94 - $139.8 $121K - $127K
11.7K $1.61M
AMAT
Applied Materials Inc

Technology
-821
- 22.47%
$209.95 - $240.89 $172K - $198K
2.83K $647K
PFE
Pfizer Inc

Healthcare
-3.62K
- 27.35%
$24.23 - $27.37 $87.6K - $99K
9.61K $240K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.89K
- 15.18%
$23.37 - $23.7 $90.8K - $92.1K
21.7K $508K
IWM
Ishares Russell 2000 ETF

ETFs
-312
- 10.86%
$236.79 - $250.33 $73.9K - $78.1K
2.56K $608K
MA
Mastercard Inc

Financial Services
-38
- 2.3%
$536.85 - $580.45 $20.4K - $22.1K
1.61K $864K
ETN
Eaton Corp PLC

Industrials
-10
- 0.32%
$352.39 - $387.75 $3.52K - $3.88K
3.14K $1.11M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-480
- 6.0%
$61.89 - $76.13 $29.7K - $36.5K
7.52K $465K
V
Visa Inc.

Financial Services
-26
- 0.68%
$325.75 - $352.42 $8.47K - $9.16K
3.82K $1.24M
ADSK
Autodesk, Inc.

Technology
-268
- 21.24%
N/A
994 $244K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 0.48%
$320.52 - $369.92 $3.53K - $4.07K
2.3K $738K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.38K
- 2.72%
$49.78 - $50.16 $68.6K - $69.2K
49.4K $2.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.17K
- 6.49%
$52.54 - $55.77 $61.2K - $65K
16.8K $920K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-970
- 9.7%
$51.27 - $51.8 $49.7K - $50.2K
9.03K $466K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.23K
- 6.36%
$27.17 - $28.65 $33.5K - $35.3K
18.1K $497K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-302
- 4.35%
$142.82 - $150.36 $43.1K - $45.4K
6.64K $975K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.13K
- 2.86%
$26.75 - $27.15 $30.3K - $30.8K
38.5K $1.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-445
- 11.86%
$79.55 - $80.13 $35.4K - $35.7K
3.31K $263K
ABT
Abbott Laboratories

Healthcare
-202
- 11.2%
$123.62 - $134.59 $25K - $27.2K
1.6K $208K
CL
Colgate Palmolive CO

Consumer Defensive
-287
- 3.02%
$74.98 - $79.86 $21.5K - $22.9K
9.2K $725K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-272
- 5.0%
$123.63 - $130.75 $33.6K - $35.6K
5.16K $654K
MUB
Ishares National Muni Bond ETF

ETFs
-205
- 4.88%
$106.36 - $107.61 $21.8K - $22.1K
3.99K $427K
ITW
Illinois Tool Works Inc

Industrials
-11
- 1.15%
$242.03 - $260.73 $2.66K - $2.87K
946 $230K
MKC
Mccormick & CO Inc

Consumer Defensive
-155
- 3.24%
$63.83 - $68.91 $9.89K - $10.7K
4.63K $302K
TIP
Ishares Tr Tips Bd ETF

ETFs
-132
- 1.98%
$110.58 - $112.2 $14.6K - $14.8K
6.55K $725K
TFLO
Ishares Treasury Floating Rate

ETFs
-325
- 3.4%
$50.42 - $50.61 $16.4K - $16.4K
9.24K $466K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 6.94%
$358.39 - $376.54 $17.9K - $18.8K
670 $246K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-100
- 3.59%
$98.1 - $103.73 $9.81K - $10.4K
2.69K $263K
BDX
Becton Dickinson & CO

Healthcare
-132
- 4.45%
$176.39 - $193.93 $23.3K - $25.6K
2.84K $541K
MDT
Medtronic PLC

Healthcare
-253
- 2.25%
$90.06 - $98.43 $22.8K - $24.9K
11K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
-176
- 1.84%
$78.46 - $87.26 $13.8K - $15.4K
9.38K $795K
CSX
Csx Corp

Industrials
-65
- 0.4%
$34.88 - $36.67 $2.27K - $2.38K
16.1K $560K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-796
- 0.91%
$25.2 - $26.46 $20.1K - $21.1K
86.4K $2.23M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-18
- 0.45%
$88.49 - $93.64 $1.59K - $1.69K
4.03K $356K
EA
Electronic Arts Inc.

Communication Services
-22
- 1.56%
$199.89 - $202.0 $4.4K - $4.44K
1.39K $278K
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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