Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $212 Million
  • Q4 2024

Bigelow Investment Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $14.1M, Spdr S&P 500 ETF Trust with a value of $13M, Vanguard Dividend Appreciation with a value of $9.52M, Apple Inc. with a value of $7.09M, and Ishares Core S&P Mid Cap ETF with a value of $6.23M.

Examining the 13F form we can see an decrease of $10.9M in the current position value, from $223M to 212M.

Below you can find more details about Bigelow Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $125 Million
Technology: $23.4 Million
Healthcare: $12.1 Million
Financial Services: $11.6 Million
Consumer Cyclical: $10 Million
Communication Services: $9.52 Million
Industrials: $9.28 Million
Consumer Defensive: $6.06 Million
Other: $4.76 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.1 Million 6.64% of portfolio
23,944
Q4 2024 Added 2.1%
$0
$13 Million 6.11% of portfolio
22,119
Q4 2024 Reduced 7.8%
$0
$9.52 Million 4.49% of portfolio
52,254
Q4 2024 Added 1.14%
$0
$6.23 Million 2.94% of portfolio
100,054
Q4 2024 Reduced 2.76%
$46.7B
$6.02 Million 2.84% of portfolio
121,645
Q4 2024 Added 14.45%
$0
$5.96 Million 2.81% of portfolio
51,768
Q4 2024 Added 1.54%
$0
$5.24 Million 2.47% of portfolio
225,899
Q4 2024 Added 164.67%
$0
$4.44 Million 2.09% of portfolio
159,187
Q4 2024 Added 291.83%
$0
$3.68 Million 1.73% of portfolio
85,663
Q4 2024 Added 7.16%
$0
$2.61 Million 1.23% of portfolio
37,206
Q4 2024 Reduced 11.3%
$0
$2.46 Million 1.16% of portfolio
47,571
Q4 2024 Added 0.02%
$0
$2.36 Million 1.11% of portfolio
67,923
Q4 2024 Added 22.89%
$0
$2.32 Million 1.09% of portfolio
23,910
Q4 2024 Reduced 1.08%
$0
$2.16 Million 1.02% of portfolio
42,396
Q4 2024 Reduced 5.96%
$0
$2.09 Million 0.98% of portfolio
92,111
Q4 2024 Added 174.78%
$0
$2.06 Million 0.97% of portfolio
85,722
Q4 2024 Added 126.95%
$0
$1.77 Million 0.84% of portfolio
37,076
Q4 2024 Reduced 5.7%
$0
$1.74 Million 0.82% of portfolio
33,840
Q4 2024 Added 10.32%
$0
$1.69 Million 0.8% of portfolio
30,487
Q4 2024 Added 48.01%
$0
$1.6 Million 0.75% of portfolio
13,166
Q4 2024 Reduced 9.46%
$0
$1.6 Million 0.75% of portfolio
12,502
Q4 2024 Added 4.14%
$0
$1.54 Million 0.73% of portfolio
8,789
Q4 2024 Added 13.51%
$0
$1.51 Million 0.71% of portfolio
18,855
Q4 2024 Added 4.36%
$0
$1.47 Million 0.69% of portfolio
56,340
Q4 2024 Added 223.79%
$0
$1.47 Million 0.69% of portfolio
5,785
Q4 2024 Added 5.58%
$0
$1.13 Million 0.53% of portfolio
6,927
Q4 2024 Added 12.18%
$0
$1.1 Million 0.52% of portfolio
8,347
Q4 2024 Added 13.41%
$0
$1.09 Million 0.51% of portfolio
9,221
Q4 2024 Added 14.66%
$0
$1.04 Million 0.49% of portfolio
6,722
Q4 2024 Added 16.8%
$0
$1.01 Million 0.48% of portfolio
21,577
Q4 2024 Added 0.13%
$0
$989,000 0.47% of portfolio
35,703
Q4 2024 Added 192.24%
$0
$970,000 0.46% of portfolio
22,030
Q4 2024 Reduced 14.85%
$0
$947,000 0.45% of portfolio
36,679
Q4 2024 Added 86.34%
$0
$929,000 0.44% of portfolio
7,212
Q4 2024 Reduced 5.58%
$0
$920,000 0.43% of portfolio
17,165
Q4 2024 Added 0.34%
$0
$846,000 0.4% of portfolio
7,942
Q4 2024 Reduced 3.67%
$0
$854,000 0.4% of portfolio
8,196
Q4 2024 Added 17.76%
$0
$792,000 0.37% of portfolio
37,620
Q4 2024 Added 11.16%
$0
$758,000 0.36% of portfolio
33,408
Q4 2024 Added 29.44%
$0
$771,000 0.36% of portfolio
6,998
Q4 2024 Reduced 12.92%
$0
$773,000 0.36% of portfolio
22,797
Q4 2024 Added 23.63%
$0
$711,000 0.34% of portfolio
3,222
Q4 2024 Added 4.47%
$0
$677,000 0.32% of portfolio
6,130
Q3 2024 Reduced 8.92%
$0
$642,000 0.3% of portfolio
12,861
Q4 2024 Reduced 4.47%
$0
$624,000 0.29% of portfolio
5,859
Q4 2024 Reduced 5.33%
$0
$584,000 0.28% of portfolio
6,379
Q4 2024 Reduced 7.68%
$0
$547,000 0.26% of portfolio
21,158
Q4 2024 Added 89.59%
$0
$528,000 0.25% of portfolio
10,475
Q4 2024 Reduced 9.78%
$0
$510,000 0.24% of portfolio
948
Q4 2024 Reduced 6.6%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $212 Million
  • Prior Value $223 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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