Bigelow Investment Advisors, LLC Reduced Holdings in Q3 2025

Bigelow Investment Advisors, LLC

  • $245 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.7K
- 23.98%
$108.46 - $120.63 $1.49M - $1.66M
43.6K $5.18M
UNH
Unitedhealth Group Inc

Healthcare
-1.56K
- 40.27%
$237.77 - $353.61 $371K - $552K
2.32K $799K
GNMA
Ishares Gnma Bond ETF

ETFs
-8.85K
- 13.96%
$43.21 - $44.75 $382K - $396K
54.5K $2.42M
IBB
Ishares Biotechnology ETF

ETFs
-3.24K
- 48.1%
$127.63 - $144.37 $414K - $468K
3.5K $505K
VHT
Vanguard Health Care ETF

ETFs
-1.3K
- 23.65%
$239.12 - $259.95 $311K - $338K
4.2K $1.09M
SCHO
Schwab Short Term Us Treasury

ETFs
-10.6K
- 5.82%
$24.23 - $24.42 $256K - $258K
171K $4.17M
UPS
United Parcel Service Inc

Industrials
-837
- 11.4%
$82.58 - $105.54 $69.1K - $88.3K
6.51K $543K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-7.03K
- 22.13%
$20.76 - $21.78 $146K - $153K
24.7K $533K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.01K
- 13.09%
$109.11 - $111.88 $110K - $113K
6.68K $743K
CSCO
Cisco Systems, Inc.

Technology
-1.13K
- 5.09%
$66.2 - $71.79 $74.9K - $81.2K
21.1K $1.44M
INTU
Intuit Inc

Technology
-32
- 4.92%
$646.03 - $807.39 $20.7K - $25.8K
618 $422K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-397
- 4.73%
$65.64 - $78.22 $26.1K - $31.1K
8K $536K
ADSK
Autodesk, Inc.

Technology
-337
- 21.08%
N/A
1.26K $310K
AMZN
Amazon Com Inc

Consumer Cyclical
-361
- 3.19%
$211.65 - $238.24 $76.4K - $86K
10.9K $2.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.37K
- 3.42%
$50.82 - $51.09 $69.7K - $70.1K
38.7K $1.98M
TXN
Texas Instruments Inc

Technology
-310
- 5.68%
N/A
5.15K $1M
MKC
Mccormick & CO Inc

Consumer Defensive
-168
- 3.39%
$64.3 - $77.17 $10.8K - $13K
4.78K $320K
MUB
Ishares National Muni Bond ETF

ETFs
-593
- 12.37%
$103.24 - $106.68 $61.2K - $63.3K
4.2K $447K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-600
- 13.78%
$78.96 - $80.04 $47.4K - $48K
3.75K $299K
CME
Cme Group Inc.

Financial Services
-95
- 3.5%
$258.83 - $287.1 $24.6K - $27.3K
2.62K $707K
MA
Mastercard Inc

Financial Services
-80
- 4.63%
$550.18 - $598.96 $44K - $47.9K
1.65K $937K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-739
- 11.97%
$115.96 - $125.95 $85.7K - $93.1K
5.44K $684K
TFLO
Ishares Treasury Floating Rate

ETFs
-500
- 4.97%
$50.45 - $50.65 $25.2K - $25.3K
9.57K $483K
PFE
Pfizer Inc

Healthcare
-1.67K
- 11.21%
$23.29 - $25.88 $38.9K - $43.2K
13.2K $336K
VIG
Vanguard Dividend Appreciation

ETFs
-114
- 0.22%
N/A
51K $9.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.14K
- 4.26%
$22.9 - $23.58 $26.1K - $26.8K
25.6K $600K
ABT
Abbott Laboratories

Healthcare
-51
- 2.75%
$120.51 - $136.62 $6.15K - $6.97K
1.8K $241K
EA
Electronic Arts Inc.

Communication Services
-432
- 23.49%
$147.79 - $202.05 $63.8K - $87.3K
1.41K $283K
MRK
Merck & Co., Inc.

Healthcare
-518
- 6.78%
$77.6 - $87.37 $40.2K - $45.3K
7.12K $597K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.13K
- 9.91%
$25.29 - $28.33 $53.9K - $60.3K
19.4K $540K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-52
- 7.42%
$567.77 - $614.76 $29.5K - $32K
649 $397K
DHR
Danaher Corp

Healthcare
-12
- 0.22%
$181.46 - $212.2 $2.18K - $2.55K
5.38K $1.07M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-247
- 0.62%
$26.44 - $27.1 $6.53K - $6.69K
39.6K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 2.42%
$291.67 - $316.99 $7.88K - $8.56K
1.09K $330K
UBER
Uber Technologies, Inc

Technology
-107
- 2.82%
$86.91 - $99.57 $9.3K - $10.7K
3.68K $360K
ITW
Illinois Tool Works Inc

Industrials
-19
- 1.95%
$252.31 - $269.41 $4.79K - $5.12K
957 $249K
FDX
Fedex Corp

Industrials
-46
- 2.01%
$217.1 - $243.2 $9.99K - $11.2K
2.24K $528K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.44K
- 4.37%
$28.15 - $30.13 $40.4K - $43.2K
31.4K $930K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-295
- 1.84%
$21.69 - $23.34 $6.4K - $6.89K
15.7K $366K
AXP
American Express CO

Financial Services
-307
- 3.42%
$294.27 - $342.31 $90.3K - $105K
8.68K $2.88M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-178
- 4.22%
$82.29 - $90.77 $14.6K - $16.2K
4.04K $365K
PEP
Pepsico Inc

Consumer Defensive
-422
- 4.28%
$133.81 - $152.16 $56.5K - $64.2K
9.44K $1.33M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8
- 0.14%
$39.06 - $43.42 $312 - $347
5.89K $255K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-37
- 1.31%
$89.29 - $100.17 $3.3K - $3.71K
2.79K $278K
SYY
Sysco Corp

Consumer Defensive
-221
- 3.21%
$76.33 - $82.51 $16.9K - $18.2K
6.66K $548K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.27%
$459.11 - $506.91 $2.3K - $2.53K
1.88K $942K
IYF
Ishares Tr

ETFs
-25
- 0.44%
$119.89 - $127.16 $3K - $3.18K
5.71K $723K
CSX
Csx Corp

Industrials
-350
- 2.12%
$32.05 - $36.52 $11.2K - $12.8K
16.1K $572K
DUK
Duke Energy Corp

Utilities
-42
- 0.57%
$116.31 - $125.93 $4.89K - $5.29K
7.28K $900K
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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