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
$117B
$501,000 0.24% of portfolio
3,455
Q1 2025 Added 8.99%
$131B
$494,000 0.24% of portfolio
2,336
Q1 2025 Added 6.96%
$57.7B
$512,000 0.24% of portfolio
17,398
Q1 2025 Reduced 0.5%
$0
$487,000 0.23% of portfolio
948
Q4 2024 Reduced 6.6%
$85.2B
$483,000 0.23% of portfolio
3,460
Q1 2025 Reduced 14.02%
$36.2B
$490,000 0.23% of portfolio
6,539
Q1 2025 Added 10.66%
$176B
$488,000 0.23% of portfolio
106
Q1 2025 Added 0.95%
$109B
$459,000 0.22% of portfolio
1,595
Q1 2025 Added 5.0%
$0
$448,000 0.21% of portfolio
3,794
Q1 2025 Added 5.16%
$236B
$445,000 0.21% of portfolio
1,660
Q1 2025 Reduced 6.11%
$50.7B
$446,000 0.21% of portfolio
1,887
Q1 2025 Reduced 5.03%
$777B
$424,000 0.2% of portfolio
514
Q1 2025 New
$160B
$414,000 0.2% of portfolio
1,081
Q1 2025 Added 4.75%
$18.7B
$409,000 0.2% of portfolio
4,971
Q1 2025 Reduced 28.52%
$0
$421,000 0.2% of portfolio
5,162
Q1 2025 Added 0.23%
$138B
$390,000 0.19% of portfolio
3,805
Q1 2025 Added 22.23%
$0
$406,000 0.19% of portfolio
14,189
Q1 2025 Reduced 37.76%
$124B
$408,000 0.19% of portfolio
16,112
Q1 2025 Reduced 4.76%
$251B
$380,000 0.18% of portfolio
4,330
Q1 2025 New
$0
$387,000 0.18% of portfolio
715
Q4 2024 Reduced 7.98%
$160B
$379,000 0.18% of portfolio
618
Q1 2025 Reduced 18.04%
$53.1B
$379,000 0.18% of portfolio
1,542
Q1 2025 Added 7.46%
$227B
$347,000 0.17% of portfolio
1,114
Q1 2025 Reduced 3.88%
$69.7B
$350,000 0.17% of portfolio
2,390
Q1 2025 Reduced 0.42%
$0
$357,000 0.17% of portfolio
4,523
Q1 2025 Reduced 8.46%
$0
$345,000 0.16% of portfolio
4,506
Q1 2025 Reduced 1.38%
$0
$318,000 0.15% of portfolio
16,078
Q1 2025 Reduced 7.57%
$39.5B
$294,000 0.14% of portfolio
2,039
Q1 2025 Reduced 36.97%
$146B
$276,000 0.13% of portfolio
888
Q1 2025 New
$0
$265,000 0.13% of portfolio
3,172
Q1 2025 Reduced 10.19%
$0
$267,000 0.13% of portfolio
3,279
Q1 2025 Added 0.95%
$90B
$247,000 0.12% of portfolio
1,229
Q2 2024 Reduced 0.41%
$69.9B
$242,000 0.12% of portfolio
976
Q3 2024 Reduced 10.95%
$47.9B
$252,000 0.12% of portfolio
1,478
Q1 2025 Reduced 10.86%
$17.1B
$253,000 0.12% of portfolio
1,724
Q1 2025 Reduced 5.22%
$79.5B
$245,000 0.12% of portfolio
1,961
Q1 2025 Added 1.13%
$227B
$245,000 0.12% of portfolio
1,854
Q1 2025 Reduced 4.33%
$148B
$260,000 0.12% of portfolio
7,050
Q1 2025 Added 6.9%
$0
$224,000 0.11% of portfolio
6,112
Q1 2025 Added 0.96%
$0
$207,000 0.1% of portfolio
2,505
Q1 2025 New
$0
$220,000 0.1% of portfolio
720
Q4 2024 Reduced 21.74%
$116B
$203,000 0.1% of portfolio
673
Q1 2025 New
$132B
$200,000 0.1% of portfolio
2,884
Q1 2025 New
$0
$206,000 0.1% of portfolio
5,898
Q1 2025 Reduced 8.36%
$0
$219,000 0.1% of portfolio
2,745
Q4 2024 Reduced 26.7%

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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