Bigelow Investment Advisors, LLC Incresed Positions in Q2 2025

Bigelow Investment Advisors, LLC

  • $226 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
559
+ 2.35%
$498.8 - $620.9 $279K - $347K
24.3K $15.1M
SCHO
Schwab Short Term Us Treasury

ETFs
56.3K
+ 45.04%
$24.19 - $24.45 $1.36M - $1.38M
181K $4.42M
NVDA
Nvidia Corp

Technology
192
+ 0.81%
$94.31 - $157.99 $18.1K - $30.3K
23.8K $3.76M
MBB
Ishares Tr

ETFs
8.47K
+ 40.97%
$91.41 - $94.22 $774K - $798K
29.1K $2.74M
HEFA
Ishares Currency Hedged Msci E

ETFs
14.5K
+ 21.25%
$32.11 - $38.21 $464K - $552K
82.5K $3.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
517
+ 0.33%
$22.27 - $29.21 $11.5K - $15.1K
156K $4.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.17K
+ 5.86%
$90.56 - $109.49 $287K - $347K
57.3K $6.26M
IAU
Ishares Gold Trust

ETFs
935
+ 0.7%
$56.1 - $64.74 $52.5K - $60.5K
134K $8.37M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.48K
+ 16.31%
$50.08 - $63.14 $224K - $283K
31.9K $2.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.29K
+ 24.42%
$152.93 - $181.74 $350K - $416K
11.7K $2.12M
VPU
Vanguard Utilities ETF

ETFs
2.17K
+ 20.52%
$158.36 - $178.82 $344K - $389K
12.8K $2.25M
DIS
Walt Disney CO

Communication Services
40
+ 0.26%
$81.72 - $124.01 $3.27K - $4.96K
15.2K $1.88M
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 1.43%
$167.32 - $223.3 $26.6K - $35.5K
11.3K $2.48M
VOX
Vanguard Communication Service

ETFs
836
+ 11.01%
$133.12 - $171.03 $111K - $143K
8.43K $1.44M
IEFA
Ishares Tr

ETFs
167
+ 0.46%
$67.83 - $84.09 $11.3K - $14K
36.9K $3.08M
ETN
Eaton Corp PLC

Industrials
92
+ 3.03%
$246.52 - $356.99 $22.7K - $32.8K
3.13K $1.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.83K
+ 6.88%
$51.68 - $52.76 $198K - $202K
59.6K $3.14M
GVI
Ishares Tr

ETFs
1.99K
+ 21.15%
$104.82 - $106.79 $208K - $212K
11.4K $1.22M
VFH
Vanguard Financial ETF

ETFs
681
+ 5.76%
$104.87 - $127.3 $71.4K - $86.7K
12.5K $1.59M
AMD
Advanced Micro Devices Inc

Technology
185
+ 4.86%
$78.21 - $143.81 $14.5K - $26.6K
3.99K $566K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.99K
+ 6.59%
$48.5 - $49.35 $145K - $148K
48.4K $2.38M
AAPL
Apple Inc.

Technology
3.09K
+ 10.81%
$172.42 - $223.89 $533K - $692K
31.7K $6.5M
AMAT
Applied Materials Inc

Technology
94
+ 2.72%
$126.95 - $183.52 $11.9K - $17.3K
3.55K $649K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.49K
+ 8.66%
$79.56 - $82.92 $118K - $123K
18.6K $1.55M
BAC
Bank Of America Corp

Financial Services
654
+ 3.35%
$34.39 - $47.46 $22.5K - $31K
20.2K $954K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.89%
$4164.15 - $5789.24 $8.33K - $11.6K
108 $625K
INTU
Intuit Inc

Technology
32
+ 5.18%
$544.07 - $787.63 $17.4K - $25.2K
650 $511K
TT
Trane Technologies PLC

Industrials
21
+ 1.73%
$315.21 - $437.41 $6.62K - $9.19K
1.23K $539K
CAT
Caterpillar Inc

Industrials
47
+ 2.9%
$273.94 - $388.21 $12.9K - $18.2K
1.67K $647K
HON
Honeywell International Inc

Industrials
252
+ 10.79%
$182.86 - $232.88 $46.1K - $58.7K
2.59K $602K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.69K
+ 2.99%
$23.55 - $27.67 $39.7K - $46.7K
58.1K $1.61M
ECL
Ecolab Inc.

Basic Materials
57
+ 1.25%
$225.65 - $270.95 $12.9K - $15.4K
4.62K $1.24M
WMT
Walmart Inc.

Consumer Defensive
358
+ 8.27%
$81.79 - $99.98 $29.3K - $35.8K
4.69K $458K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
603
+ 15.89%
$116.93 - $119.39 $70.5K - $72K
4.4K $523K
PANW
Palo Alto Networks Inc

Technology
119
+ 8.05%
$152.44 - $204.64 $18.1K - $24.4K
1.6K $326K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
94
+ 0.71%
$114.78 - $133.31 $10.8K - $12.5K
13.3K $1.78M
DE
Deere & CO

Industrials
7
+ 0.45%
$412.99 - $531.48 $2.89K - $3.72K
1.57K $799K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.65K
+ 7.11%
$26.18 - $26.93 $69.3K - $71.3K
39.9K $1.06M
BX
Blackstone Inc.

Financial Services
134
+ 3.87%
$120.07 - $151.11 $16.1K - $20.2K
3.59K $537K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$174.82 - $215.79 $175 - $216
3.04K $655K
CRM
Salesforce, Inc.

Technology
99
+ 5.96%
$236.26 - $291.15 $23.4K - $28.8K
1.76K $479K
CME
Cme Group Inc.

Financial Services
16
+ 0.59%
$252.37 - $290.71 $4.04K - $4.65K
2.71K $748K
SYY
Sysco Corp

Consumer Defensive
340
+ 5.2%
$68.0 - $75.91 $23.1K - $25.8K
6.88K $521K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
476
+ 2.34%
$46.39 - $47.84 $22.1K - $22.8K
20.8K $996K
FISV
Fiserv Inc

Technology
209
+ 10.66%
N/A
2.17K $271K
ADBE
Adobe Inc.

Technology
50
+ 4.63%
$340.0 - $420.68 $17K - $21K
1.13K $437K
CL
Colgate Palmolive CO

Consumer Defensive
423
+ 4.96%
$87.57 - $96.0 $37K - $40.6K
8.96K $814K
ADSK
Autodesk, Inc.

Technology
57
+ 3.7%
N/A
1.6K $393K
NVO
Novo Nordisk A S

Healthcare
200
+ 6.93%
$58.08 - $81.05 $11.6K - $16.2K
3.08K $212K
Activity Summary
Buys All Purchases 65 New Holdings 5 Increased Positions 60 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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