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

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%
$3.79T
$7.09 Million 3.34% of portfolio
28,329
Q4 2024 Added 0.54%
$0
$6.23 Million 2.94% of portfolio
100,054
Q4 2024 Reduced 2.76%
$44.8B
$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%
$3.09T
$4.79 Million 2.26% of portfolio
11,359
Q4 2024 Reduced 0.73%
$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%
$299B
$3.15 Million 1.49% of portfolio
23,477
Q4 2024 Reduced 12.32%
$1.2T
$2.76 Million 1.3% of portfolio
14,557
Q4 2024 Reduced 6.57%
$237B
$2.74 Million 1.29% of portfolio
9,230
Q4 2024 Reduced 6.39%
$398B
$2.63 Million 1.24% of portfolio
18,195
Q4 2024 Reduced 1.71%
$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%
$2.42T
$2.39 Million 1.13% of portfolio
10,902
Q4 2024 Reduced 5.89%
$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%
$1.25T
$2.27 Million 1.07% of portfolio
11,898
Q4 2024 Reduced 7.26%
$507B
$2.16 Million 1.02% of portfolio
4,269
Q4 2024 Reduced 11.94%
$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
$2 Million 0.94% of portfolio
41,013
Q4 2024 Added 11.13%
$190B
$1.97 Million 0.93% of portfolio
16,992
Q4 2024 Reduced 9.77%
$393B
$1.92 Million 0.9% of portfolio
11,448
Q4 2024 Reduced 6.07%
$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%
$249B
$1.65 Million 0.78% of portfolio
27,808
Q4 2024 Reduced 6.39%
$206B
$1.63 Million 0.77% of portfolio
14,656
Q4 2024 Reduced 2.76%
$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%
$208B
$1.55 Million 0.73% of portfolio
10,192
Q4 2024 Reduced 5.51%
$0
$1.54 Million 0.73% of portfolio
8,789
Q4 2024 Added 13.51%
$141B
$1.51 Million 0.71% of portfolio
21,014
Q4 2024 Reduced 7.46%
$0
$1.51 Million 0.71% of portfolio
18,855
Q4 2024 Added 4.36%
$445B
$1.48 Million 0.7% of portfolio
13,727
Q4 2024 Added 0.96%
$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%
$145B
$1.45 Million 0.68% of portfolio
12,027
Q4 2024 Reduced 2.46%
$459B
$1.34 Million 0.63% of portfolio
8,025
Q4 2024 Reduced 3.8%
$162B
$1.32 Million 0.62% of portfolio
5,745
Q4 2024 Reduced 1.15%
$177B
$1.26 Million 0.6% of portfolio
6,494
Q4 2024 Reduced 7.32%
$422B
$1.25 Million 0.59% of portfolio
3,223
Q4 2024 Reduced 7.91%
$559B
$1.24 Million 0.58% of portfolio
3,910
Q4 2024 Reduced 3.93%
$250B
$1.24 Million 0.58% of portfolio
12,480
Q4 2024 Reduced 7.73%

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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