Bigelow Investment Advisors, LLC Sells in Q1 2025

Bigelow Investment Advisors, LLC

  • $210 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-814
- 3.68%
$551.42 - $612.93 $449K - $499K
21.3K $11.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-207
- 0.86%
$554.06 - $615.85 $115K - $127K
23.7K $13.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.12K
- 2.59%
$24.91 - $29.02 $103K - $120K
155K $3.88M
GNMA
Ishares Gnma Bond ETF

ETFs
-14.2K
- 16.55%
$42.17 - $44.04 $598K - $624K
71.5K $3.14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.52K
- 4.21%
$21.75 - $24.28 $207K - $231K
216K $4.78M
MRK
Merck & Co., Inc.

Healthcare
-3.67K
- 29.41%
$83.01 - $101.02 $305K - $371K
8.81K $790K
GOOG
Alphabet Inc.

Communication Services
-111
- 0.93%
$156.06 - $207.71 $17.3K - $23.1K
11.8K $1.84M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-8.61K
- 37.76%
$28.62 - $36.65 $246K - $315K
14.2K $406K
AXP
American Express CO

Financial Services
-220
- 2.38%
$255.39 - $325.87 $56.2K - $71.7K
9.01K $2.42M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.02K
- 10.55%
$65.15 - $91.81 $66.6K - $93.8K
8.67K $565K
BX
Blackstone Inc.

Financial Services
-564
- 14.02%
$136.53 - $186.74 $77K - $105K
3.46K $483K
CSCO
Cisco Systems, Inc.

Technology
-4.36K
- 15.69%
$58.74 - $64.87 $256K - $283K
23.4K $1.45M
VIG
Vanguard Dividend Appreciation

ETFs
-1.08K
- 2.06%
N/A
51.2K $9.32M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.45K
- 3.74%
$21.23 - $23.75 $73.1K - $81.8K
88.7K $1.91M
EA
Electronic Arts Inc.

Communication Services
-1.2K
- 36.97%
$116.53 - $146.29 $139K - $175K
2.04K $294K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.04K
- 9.96%
$54.25 - $57.64 $165K - $175K
27.5K $1.51M
DHR
Danaher Corp

Healthcare
-157
- 2.73%
$201.62 - $250.59 $31.7K - $39.3K
5.59K $1.15M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-634
- 4.82%
$113.22 - $126.36 $71.8K - $80.1K
12.5K $1.44M
CRM
Salesforce, Inc.

Technology
-108
- 6.11%
$268.36 - $359.95 $29K - $38.9K
1.66K $445K
HD
Home Depot, Inc.

Consumer Cyclical
-184
- 5.71%
$347.25 - $424.87 $63.9K - $78.2K
3.04K $1.11M
TXN
Texas Instruments Inc

Technology
-623
- 9.59%
N/A
5.87K $1.14M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.98K
- 28.52%
$71.24 - $84.73 $141K - $168K
4.97K $409K
UPS
United Parcel Service Inc

Industrials
-13
- 0.18%
$109.66 - $136.26 $1.43K - $1.77K
7.37K $811K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.3K
- 16.75%
$20.2 - $22.24 $127K - $140K
31.3K $673K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-630
- 9.0%
$101.98 - $115.66 $64.2K - $72.9K
6.37K $652K
BAC
Bank Of America Corp

Financial Services
-1.56K
- 7.42%
$39.61 - $47.74 $62K - $74.7K
19.5K $814K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.71K
- 9.04%
$79.17 - $82.04 $135K - $140K
17.2K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
-185
- 5.74%
$198.1 - $229.79 $36.6K - $42.5K
3.04K $605K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.99K
- 15.5%
$49.42 - $50.43 $98.5K - $101K
10.9K $543K
INTU
Intuit Inc

Technology
-136
- 18.04%
$555.63 - $630.23 $75.6K - $85.7K
618 $379K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.3K
- 3.65%
$25.58 - $29.24 $33.4K - $38.1K
34.4K $901K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-182
- 2.52%
$120.24 - $134.3 $21.9K - $24.4K
7.03K $857K
MUB
Ishares National Muni Bond ETF

ETFs
-495
- 8.45%
$104.71 - $107.69 $51.8K - $53.3K
5.36K $565K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.3K
- 3.05%
$50.87 - $51.09 $65.9K - $66.2K
41.1K $2.1M
CSX
Csx Corp

Industrials
-87
- 0.5%
$29.11 - $33.67 $2.53K - $2.93K
17.4K $512K
PANW
Palo Alto Networks Inc

Technology
-180
- 10.86%
$167.82 - $208.28 $30.2K - $37.5K
1.48K $252K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.73K
- 8.17%
$22.46 - $23.26 $61.3K - $63.5K
30.7K $710K
IEMG
Ishares Inc

ETFs
-907
- 5.28%
N/A
16.3K $872K
PEP
Pepsico Inc

Consumer Defensive
-169
- 1.66%
$142.64 - $156.42 $24.1K - $26.4K
10K $1.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-472
- 3.92%
$112.81 - $126.16 $53.2K - $59.5K
11.6K $1.41M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.23K
- 5.71%
$46.18 - $47.84 $56.8K - $58.9K
20.3K $967K
CLX
Clorox CO

Consumer Defensive
-95
- 5.22%
$141.76 - $162.89 $13.5K - $15.5K
1.72K $253K
PFE
Pfizer Inc

Healthcare
-805
- 4.76%
$25.01 - $27.13 $20.1K - $21.8K
16.1K $408K
IBB
Ishares Biotechnology ETF

ETFs
-20
- 0.24%
$127.9 - $140.56 $2.56K - $2.81K
8.33K $1.07M
VHT
Vanguard Health Care ETF

ETFs
-382
- 6.6%
$254.06 - $273.83 $97.1K - $105K
5.4K $1.43M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-360
- 10.19%
$83.18 - $89.27 $29.9K - $32.1K
3.17K $265K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-418
- 8.46%
$77.7 - $78.94 $32.5K - $33K
4.52K $357K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.1K
- 5.01%
$42.5 - $46.71 $46.9K - $51.5K
20.9K $947K
NSC
Norfolk Southern Corp

Industrials
-100
- 5.03%
$227.69 - $259.76 $22.8K - $26K
1.89K $446K
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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