Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $210 Million
  • Q1 2025

Bigelow Investment Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $210 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 $13.3M, Spdr S&P 500 ETF Trust with a value of $11.9M, Vanguard Dividend Appreciation with a value of $9.32M, Ishares Gold Trust with a value of $7.86M, and Apple Inc. with a value of $6.35M.

Examining the 13F form we can see an decrease of $2.52M in the current position value, from $212M to 210M.

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

Portfolio value $210 Million
ETFs: $126 Million
Technology: $20.7 Million
Healthcare: $12.6 Million
Financial Services: $11.3 Million
Consumer Cyclical: $9.51 Million
Industrials: $9.34 Million
Communication Services: $8.74 Million
Consumer Defensive: $6.48 Million
Other: $5.25 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.3 Million 6.36% of portfolio
23,737
Q1 2025 Reduced 0.86%
$0
$11.9 Million 5.68% of portfolio
21,305
Q1 2025 Reduced 3.68%
$0
$9.32 Million 4.45% of portfolio
51,177
Q1 2025 Reduced 2.06%
$54.8B
$7.86 Million 3.75% of portfolio
133,228
Q1 2025 Added 9.52%
$3.1T
$6.35 Million 3.03% of portfolio
28,602
Q1 2025 Added 0.96%
$0
$5.95 Million 2.84% of portfolio
101,983
Q1 2025 Added 1.93%
$0
$5.66 Million 2.7% of portfolio
54,118
Q1 2025 Added 4.54%
$0
$4.78 Million 2.28% of portfolio
216,382
Q1 2025 Reduced 4.21%
$2.68T
$4.27 Million 2.04% of portfolio
11,376
Q1 2025 Added 0.15%
$0
$3.88 Million 1.85% of portfolio
155,067
Q1 2025 Reduced 2.59%
$0
$3.14 Million 1.5% of portfolio
71,484
Q1 2025 Reduced 16.55%
$0
$3.04 Million 1.45% of portfolio
124,979
Q1 2025 Added 45.8%
$0
$2.92 Million 1.39% of portfolio
55,717
Q1 2025 Added 17.12%
$410B
$2.87 Million 1.37% of portfolio
17,328
Q1 2025 Reduced 4.77%
$0
$2.78 Million 1.32% of portfolio
36,692
Q1 2025 Reduced 1.38%
$0
$2.69 Million 1.28% of portfolio
27,151
Q1 2025 Added 13.55%
$241B
$2.56 Million 1.22% of portfolio
23,606
Q1 2025 Added 0.55%
$0
$2.47 Million 1.18% of portfolio
68,024
Q1 2025 Added 0.15%
$181B
$2.42 Million 1.16% of portfolio
9,010
Q1 2025 Reduced 2.38%
$903B
$2.31 Million 1.1% of portfolio
14,970
Q1 2025 Added 2.84%
$398B
$2.23 Million 1.06% of portfolio
4,255
Q1 2025 Reduced 0.33%
$0
$2.23 Million 1.06% of portfolio
45,364
Q1 2025 Added 10.61%
$185B
$2.22 Million 1.06% of portfolio
16,723
Q1 2025 Reduced 1.58%
$1.7T
$2.12 Million 1.01% of portfolio
11,140
Q1 2025 Added 2.18%
$0
$2.1 Million 1.0% of portfolio
41,101
Q1 2025 Reduced 3.05%
$393B
$2 Million 0.96% of portfolio
11,764
Q1 2025 Added 2.76%
$0
$1.94 Million 0.92% of portfolio
20,671
Q1 2025 Added 224.05%
$0
$1.91 Million 0.91% of portfolio
88,666
Q1 2025 Reduced 3.74%
$0
$1.9 Million 0.9% of portfolio
36,119
Q1 2025 Added 6.73%
$0
$1.87 Million 0.89% of portfolio
36,791
Q1 2025 Reduced 0.77%
$912B
$1.84 Million 0.88% of portfolio
11,787
Q1 2025 Reduced 0.93%
$0
$1.81 Million 0.86% of portfolio
10,590
Q1 2025 Added 52.88%
$0
$1.71 Million 0.81% of portfolio
13,227
Q1 2025 Added 5.8%
$439B
$1.68 Million 0.8% of portfolio
14,158
Q1 2025 Added 3.14%
$0
$1.62 Million 0.77% of portfolio
9,378
Q1 2025 Added 6.7%
$127B
$1.54 Million 0.74% of portfolio
21,759
Q1 2025 Added 3.55%
$195B
$1.5 Million 0.72% of portfolio
10,023
Q1 2025 Reduced 1.66%
$0
$1.51 Million 0.72% of portfolio
27,451
Q1 2025 Reduced 9.96%
$0
$1.5 Million 0.72% of portfolio
56,441
Q1 2025 Added 0.18%
$153B
$1.5 Million 0.71% of portfolio
15,147
Q1 2025 Added 3.35%
$0
$1.44 Million 0.69% of portfolio
12,532
Q1 2025 Reduced 4.82%
$223B
$1.45 Million 0.69% of portfolio
23,446
Q1 2025 Reduced 15.69%
$0
$1.43 Million 0.68% of portfolio
5,403
Q1 2025 Reduced 6.6%
$0
$1.4 Million 0.67% of portfolio
17,150
Q1 2025 Reduced 9.04%
$0
$1.41 Million 0.67% of portfolio
11,825
Q1 2025 Added 28.24%
$144B
$1.41 Million 0.67% of portfolio
11,555
Q1 2025 Reduced 3.92%
$27B
$1.39 Million 0.66% of portfolio
25,800
Q2 2023 Reduced 1.71%
$523B
$1.34 Million 0.64% of portfolio
3,812
Q1 2025 Reduced 2.51%
$75B
$1.22 Million 0.58% of portfolio
4,483
Q4 2024 Reduced 4.07%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $210 Million
  • Prior Value $212 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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