Bigelow Investment Advisors, LLC Incresed Positions in Q1 2025

Bigelow Investment Advisors, LLC

  • $210 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
11.6K
+ 9.52%
$49.74 - $58.96 $576K - $683K
133K $7.86M
MBB
Ishares Tr

ETFs
14.3K
+ 224.05%
$90.37 - $94.08 $1.29M - $1.34M
20.7K $1.94M
SCHO
Schwab Short Term Us Treasury

ETFs
39.3K
+ 45.8%
$24.1 - $24.34 $946K - $956K
125K $3.04M
VPU
Vanguard Utilities ETF

ETFs
3.66K
+ 52.88%
$161.24 - $173.33 $591K - $635K
10.6K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.15K
+ 17.12%
$51.52 - $52.37 $420K - $427K
55.7K $2.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.24K
+ 13.55%
$95.85 - $99.25 $311K - $322K
27.2K $2.69M
VFH
Vanguard Financial ETF

ETFs
2.6K
+ 28.24%
$114.07 - $127.34 $297K - $332K
11.8K $1.41M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.35K
+ 10.61%
$48.31 - $49.23 $210K - $214K
45.4K $2.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
128
+ 6.6%
$442.66 - $534.52 $56.7K - $68.4K
2.07K $1.1M
VZ
Verizon Communications Inc

Communication Services
3.67K
+ 37.48%
$37.81 - $46.49 $139K - $171K
13.5K $610K
DUK
Duke Energy Corp

Utilities
573
+ 8.75%
$105.87 - $121.97 $60.7K - $69.9K
7.12K $868K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.28K
+ 6.73%
$50.82 - $52.7 $116K - $120K
36.1K $1.9M
GILD
Gilead Sciences, Inc.

Healthcare
425
+ 8.34%
$89.14 - $117.41 $37.9K - $49.9K
5.52K $618K
GVI
Ishares Tr

ETFs
1.2K
+ 14.67%
$103.49 - $106.02 $124K - $127K
9.4K $996K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
725
+ 5.8%
$126.11 - $135.06 $91.4K - $97.9K
13.2K $1.71M
HEFA
Ishares Currency Hedged Msci E

ETFs
101
+ 0.15%
$34.83 - $37.52 $3.52K - $3.79K
68K $2.47M
NFLX
Netflix Inc

Communication Services
71
+ 7.37%
$828.4 - $1058.6 $58.8K - $75.2K
1.04K $965K
CL
Colgate Palmolive CO

Consumer Defensive
793
+ 10.25%
$85.68 - $97.5 $67.9K - $77.3K
8.53K $799K
GLD
Spdr Gold Trust

ETFs
76
+ 5.0%
$243.19 - $288.14 $18.5K - $21.9K
1.6K $459K
DE
Deere & CO

Industrials
33
+ 2.15%
$408.57 - $509.27 $13.5K - $16.8K
1.57K $735K
VOX
Vanguard Communication Service

ETFs
870
+ 12.94%
$147.73 - $169.24 $129K - $147K
7.59K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
316
+ 2.76%
$158.56 - $176.26 $50.1K - $55.7K
11.8K $2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
589
+ 6.7%
$169.43 - $182.84 $99.8K - $108K
9.38K $1.62M
META
Meta Platforms, Inc.

Communication Services
145
+ 9.53%
$576.36 - $736.67 $83.6K - $107K
1.67K $960K
SCHP
Schwab Strategic Us Tips ETF

ETFs
535
+ 1.46%
$25.69 - $26.89 $13.7K - $14.4K
37.2K $1M
SYY
Sysco Corp

Consumer Defensive
630
+ 10.66%
$70.0 - $77.13 $44.1K - $48.6K
6.54K $490K
NEE
Nextera Energy Inc

Utilities
745
+ 3.55%
$66.96 - $76.16 $49.9K - $56.7K
21.8K $1.54M
SCHV
Schwab Strategic Tr Us Large C

ETFs
101
+ 0.18%
$25.77 - $27.6 $2.6K - $2.79K
56.4K $1.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
186
+ 5.16%
$114.57 - $118.14 $21.3K - $22K
3.79K $448K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
12
+ 0.23%
$75.32 - $84.77 $904 - $1.02K
5.16K $421K
ADSK
Autodesk, Inc.

Technology
107
+ 7.46%
N/A
1.54K $379K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.45%
$890.62 - $1076.86 $2.67K - $3.23K
675 $638K
EFA
Ishares Tr Msci Eafe ETF

ETFs
31
+ 0.95%
$74.85 - $84.89 $2.32K - $2.63K
3.28K $267K
IDXX
Idexx Laboratories Inc

Healthcare
27
+ 1.94%
$406.29 - $469.04 $11K - $12.7K
1.42K $596K
AMD
Advanced Micro Devices Inc

Technology
692
+ 22.23%
$96.63 - $129.55 $66.9K - $89.6K
3.81K $390K
CMCSA
Comcast Corp

Communication Services
455
+ 6.9%
$33.19 - $38.23 $15.1K - $17.4K
7.05K $260K
FISV
Fiserv Inc

Technology
22
+ 1.13%
N/A
1.96K $245K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
58
+ 0.96%
$36.63 - $37.45 $2.12K - $2.17K
6.11K $224K
HON
Honeywell International Inc

Industrials
152
+ 6.96%
$202.75 - $226.52 $30.8K - $34.4K
2.34K $494K
TT
Trane Technologies PLC

Industrials
106
+ 9.58%
$332.0 - $400.86 $35.2K - $42.5K
1.21K $408K
CAT
Caterpillar Inc

Industrials
124
+ 8.28%
$326.75 - $407.63 $40.5K - $50.5K
1.62K $534K
AMAT
Applied Materials Inc

Technology
285
+ 8.99%
$145.06 - $195.51 $41.3K - $55.7K
3.46K $501K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.95%
$4295.4 - $5141.88 $4.3K - $5.14K
106 $488K
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 1.03%
$497.6 - $606.74 $10.4K - $12.7K
2.06K $1.03M
ADBE
Adobe Inc.

Technology
49
+ 4.75%
$377.84 - $464.11 $18.5K - $22.7K
1.08K $414K
SCHA
Schwab Strategic Tr Us Small C

ETFs
350
+ 1.65%
$23.16 - $27.04 $8.11K - $9.46K
21.5K $503K
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 0.96%
$222.66 - $268.42 $8.68K - $10.5K
4.09K $954K
FDX
Fedex Corp

Industrials
38
+ 1.73%
$230.33 - $281.53 $8.75K - $10.7K
2.23K $544K
ETN
Eaton Corp PLC

Industrials
302
+ 11.04%
$271.83 - $371.23 $82.1K - $112K
3.04K $825K
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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