Bigelow Investment Advisors, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $203 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.3M, Ishares Core S&P 500 ETF with a value of $12.3M, Vanguard Dividend Appreciation with a value of $9.44M, Schwab Strategic Tr Us Large C with a value of $5.75M, and Ishares Core S&P Mid Cap ETF with a value of $5.73M.

Examining the 13F form we can see an increase of $18.2M in the current position value, from $185M to 203M.

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

Portfolio value $203 Million
ETFs: $115 Million
Technology: $21.6 Million
Healthcare: $15.3 Million
Consumer Cyclical: $10.1 Million
Financial Services: $10.1 Million
Industrials: $9.91 Million
Communication Services: $8.8 Million
Consumer Defensive: $6.56 Million
Other: $6.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 153
  • Current Value $203 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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