Bigelow Investment Advisors, LLC Incresed Positions in Q3 2025

Bigelow Investment Advisors, LLC

  • $245 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
8.31K
+ 6.19%
$61.62 - $72.77 $512K - $605K
142K $10.4M
IVV
Ishares Core S&P 500 ETF

ETFs
198
+ 0.81%
$620.67 - $670.08 $123K - $133K
24.5K $16.4M
GOOGL
Alphabet Inc.

Communication Services
253
+ 1.83%
$174.36 - $254.72 $44.1K - $64.4K
14.1K $3.43M
HEFA
Ishares Currency Hedged Msci E

ETFs
20K
+ 24.21%
$37.2 - $39.61 $743K - $791K
102K $4.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.55K
+ 21.89%
$181.56 - $190.33 $464K - $486K
14.2K $2.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.28K
+ 2.11%
$28.92 - $32.19 $94.7K - $105K
159K $5.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.52K
+ 17.3%
$62.54 - $68.42 $345K - $378K
37.5K $2.53M
MBB
Ishares Tr

ETFs
4.04K
+ 13.87%
$92.46 - $95.73 $374K - $387K
33.2K $3.16M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.3K
+ 12.26%
$52.39 - $53.11 $383K - $388K
66.9K $3.55M
VDC
Vanguard Consumer Staples ETF

ETFs
1.9K
+ 141.65%
$212.64 - $225.25 $404K - $428K
3.24K $693K
GVI
Ishares Tr

ETFs
2.99K
+ 26.29%
$105.8 - $107.81 $317K - $323K
14.4K $1.54M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.29K
+ 15.2%
$52.55 - $54.37 $278K - $288K
40.1K $2.17M
VFH
Vanguard Financial ETF

ETFs
1.8K
+ 14.39%
$125.23 - $132.78 $225K - $239K
14.3K $1.88M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
951
+ 7.14%
$132.9 - $142.03 $126K - $135K
14.3K $2.01M
VOX
Vanguard Communication Service

ETFs
386
+ 4.58%
$169.0 - $192.17 $65.2K - $74.2K
8.81K $1.65M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.84K
+ 9.87%
$81.75 - $84.54 $150K - $156K
20.5K $1.72M
CAT
Caterpillar Inc

Industrials
46
+ 2.76%
$390.92 - $477.15 $18K - $21.9K
1.72K $818K
NEE
Nextera Energy Inc

Utilities
513
+ 2.37%
$69.77 - $77.54 $35.8K - $39.8K
22.2K $1.67M
GS
Goldman Sachs Group Inc

Financial Services
163
+ 48.22%
$696.56 - $806.32 $114K - $131K
501 $398K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.4K
+ 4.95%
$49.05 - $49.99 $117K - $120K
50.7K $2.53M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
137
+ 1.1%
$126.64 - $135.65 $17.3K - $18.6K
12.6K $1.71M
BX
Blackstone Inc.

Financial Services
253
+ 7.04%
$152.77 - $188.68 $38.7K - $47.7K
3.85K $657K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.03%
$357.4 - $423.42 $357 - $423
3.05K $1.24M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.12K
+ 1.93%
$27.61 - $29.15 $31K - $32.7K
59.3K $1.72M
BAC
Bank Of America Corp

Financial Services
268
+ 1.33%
$44.92 - $52.42 $12K - $14K
20.4K $1.05M
WMT
Walmart Inc.

Consumer Defensive
724
+ 15.44%
$94.4 - $104.27 $68.3K - $75.5K
5.41K $557K
AMAT
Applied Materials Inc

Technology
105
+ 2.96%
$156.25 - $204.95 $16.4K - $21.5K
3.65K $748K
XOM
Exxon Mobil Corp

Energy
229
+ 1.62%
$105.83 - $117.22 $24.2K - $26.8K
14.4K $1.62M
AMD
Advanced Micro Devices Inc

Technology
36
+ 0.9%
$134.8 - $184.42 $4.85K - $6.64K
4.03K $651K
COST
Costco Wholesale Corp

Consumer Defensive
124
+ 18.54%
$915.95 - $994.57 $114K - $123K
793 $734K
LLY
Eli Lilly & CO

Healthcare
95
+ 17.06%
$625.65 - $812.69 $59.4K - $77.2K
652 $497K
ETN
Eaton Corp PLC

Industrials
18
+ 0.58%
$342.99 - $392.76 $6.17K - $7.07K
3.15K $1.18M
FISV
Fiserv Inc

Technology
457
+ 21.06%
N/A
2.63K $328K
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 7.38%
$40.84 - $45.06 $42.5K - $46.9K
15.1K $664K
BDX
Becton Dickinson & CO

Healthcare
45
+ 1.54%
$172.41 - $199.66 $7.76K - $8.98K
2.97K $555K
ECL
Ecolab Inc.

Basic Materials
105
+ 2.27%
$259.39 - $285.47 $27.2K - $30K
4.73K $1.29M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
831
+ 9.07%
$50.85 - $51.35 $42.3K - $42.7K
10K $512K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
335
+ 7.62%
$117.65 - $120.08 $39.4K - $40.2K
4.73K $565K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
560
+ 2.69%
$47.11 - $48.77 $26.4K - $27.3K
21.4K $1.04M
IEMG
Ishares Inc

ETFs
585
+ 3.58%
N/A
16.9K $908K
META
Meta Platforms, Inc.

Communication Services
43
+ 2.59%
$695.21 - $791.73 $29.9K - $34K
1.7K $1.25M
PANW
Palo Alto Networks Inc

Technology
122
+ 7.64%
$167.06 - $208.19 $20.4K - $25.4K
1.72K $350K
UNP
Union Pacific Corp

Industrials
65
+ 7.46%
$214.91 - $237.16 $14K - $15.4K
936 $221K
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.49%
$87.29 - $93.61 $1.4K - $1.5K
3.3K $307K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
209
+ 3.45%
$37.14 - $37.85 $7.76K - $7.91K
6.27K $236K
CMCSA
Comcast Corp

Communication Services
755
+ 10.83%
$31.41 - $36.33 $23.7K - $27.4K
7.73K $242K
NKE
Nike, Inc.

Consumer Cyclical
113
+ 0.99%
$69.24 - $79.24 $7.82K - $8.95K
11.5K $802K
TT
Trane Technologies PLC

Industrials
4
+ 0.32%
$398.96 - $472.54 $1.6K - $1.89K
1.24K $522K
CRM
Salesforce, Inc.

Technology
156
+ 8.87%
$231.66 - $273.65 $36.1K - $42.7K
1.92K $453K
Activity Summary
Buys All Purchases 64 New Holdings 5 Increased Positions 59 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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