Bigelow Investment Advisors, LLC Sells in Q2 2025

Bigelow Investment Advisors, LLC

  • $226 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-379
- 8.91%
$274.35 - $599.47 $104K - $227K
3.88K $1.21M
GNMA
Ishares Gnma Bond ETF

ETFs
-8.09K
- 11.32%
$42.91 - $44.21 $347K - $358K
63.4K $2.79M
JNJ
Johnson & Johnson

Healthcare
-223
- 1.29%
$146.36 - $159.82 $32.6K - $35.6K
17.1K $2.61M
IBB
Ishares Biotechnology ETF

ETFs
-1.59K
- 19.06%
$112.02 - $129.0 $178K - $205K
6.74K $852K
PEP
Pepsico Inc

Consumer Defensive
-157
- 1.57%
$128.02 - $151.37 $20.1K - $23.8K
9.87K $1.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 1.16%
$390.26 - $489.06 $9.37K - $11.7K
2.04K $826K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-187
- 9.05%
$483.48 - $539.8 $90.4K - $101K
1.88K $913K
MRK
Merck & Co., Inc.

Healthcare
-1.17K
- 13.28%
$73.47 - $87.12 $86K - $102K
7.64K $604K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-7.15K
- 50.37%
$24.46 - $33.16 $175K - $237K
7.04K $230K
XOM
Exxon Mobil Corp

Energy
-34
- 0.24%
$99.93 - $119.04 $3.4K - $4.05K
14.1K $1.52M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.94K
- 12.84%
$22.68 - $23.28 $89.4K - $91.7K
26.7K $619K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-247
- 26.05%
$456.74 - $568.03 $113K - $140K
701 $398K
DHR
Danaher Corp

Healthcare
-199
- 3.56%
$174.64 - $205.16 $34.8K - $40.8K
5.39K $1.06M
TXN
Texas Instruments Inc

Technology
-409
- 6.97%
N/A
5.46K $1.06M
MDT
Medtronic PLC

Healthcare
-514
- 4.15%
$80.68 - $88.86 $41.5K - $45.7K
11.9K $1.04M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.7K
- 15.67%
$50.09 - $51.09 $85.3K - $87K
9.17K $468K
SBUX
Starbucks Corp

Consumer Cyclical
-108
- 1.13%
$79.69 - $99.41 $8.61K - $10.7K
9.47K $867K
UPS
United Parcel Service Inc

Industrials
-31
- 0.42%
$91.92 - $110.2 $2.85K - $3.42K
7.34K $741K
MUB
Ishares National Muni Bond ETF

ETFs
-572
- 10.66%
$102.31 - $105.8 $58.5K - $60.5K
4.79K $500K
GILD
Gilead Sciences, Inc.

Healthcare
-500
- 9.06%
$96.91 - $113.0 $48.5K - $56.5K
5.02K $556K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.02K
- 2.49%
$50.1 - $51.02 $51.2K - $52.1K
40.1K $2.04M
MA
Mastercard Inc

Financial Services
-129
- 6.94%
$479.92 - $590.74 $61.9K - $76.2K
1.73K $971K
PFE
Pfizer Inc

Healthcare
-1.22K
- 7.57%
$21.59 - $24.84 $26.3K - $30.3K
14.9K $361K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.28K
- 3.54%
$51.1 - $53.29 $65.4K - $68.2K
34.8K $1.86M
NEE
Nextera Energy Inc

Utilities
-113
- 0.52%
$64.11 - $75.0 $7.24K - $8.48K
21.6K $1.5M
MKC
Mccormick & CO Inc

Consumer Defensive
-19
- 0.38%
$71.11 - $82.25 $1.35K - $1.56K
4.95K $375K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.05K
- 9.81%
$39.89 - $49.46 $81.9K - $102K
18.9K $933K
TIP
Ishares Tr Tips Bd ETF

ETFs
-43
- 0.56%
$107.93 - $110.97 $4.64K - $4.77K
7.69K $845K
VIG
Vanguard Dividend Appreciation

ETFs
-76
- 0.15%
N/A
51.1K $9.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-199
- 0.73%
$96.84 - $99.46 $19.3K - $19.8K
27K $2.67M
CMCSA
Comcast Corp

Communication Services
-79
- 1.12%
$32.84 - $36.72 $2.59K - $2.9K
6.97K $248K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-170
- 3.76%
$77.94 - $79.5 $13.2K - $13.5K
4.35K $346K
TFLO
Ishares Treasury Floating Rate

ETFs
-210
- 2.04%
$50.47 - $50.66 $10.6K - $10.6K
10.1K $509K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-347
- 10.94%
$78.98 - $90.1 $27.4K - $31.3K
2.83K $254K
EA
Electronic Arts Inc.

Communication Services
-200
- 9.81%
$132.53 - $159.7 $26.5K - $31.9K
1.84K $293K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-284
- 6.3%
$71.86 - $82.66 $20.4K - $23.5K
4.22K $348K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-56
- 0.92%
$35.3 - $37.51 $1.98K - $2.1K
6.06K $227K
IYF
Ishares Tr

ETFs
-293
- 4.86%
$99.23 - $120.99 $29.1K - $35.5K
5.74K $694K
V
Visa Inc.

Financial Services
-1
- 0.03%
$308.27 - $373.31 $308 - $373
3.81K $1.35M
TJX
Tjx Companies Inc

Consumer Cyclical
-7
- 0.06%
$119.13 - $135.03 $834 - $945
11.5K $1.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.57K
- 4.56%
$22.92 - $28.05 $35.9K - $44K
32.8K $920K
NSC
Norfolk Southern Corp

Industrials
-65
- 3.44%
$206.34 - $257.46 $13.4K - $16.7K
1.82K $466K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.89%
$908.13 - $1056.85 $5.45K - $6.34K
669 $662K
CSX
Csx Corp

Industrials
-917
- 5.27%
$26.69 - $32.91 $24.5K - $30.2K
16.5K $537K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-42
- 0.26%
$17.76 - $22.1 $746 - $928
16K $354K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5
- 0.02%
$20.42 - $25.3 $102 - $127
21.5K $544K
NKE
Nike, Inc.

Consumer Cyclical
-467
- 3.94%
$53.27 - $72.04 $24.9K - $33.6K
11.4K $809K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-274
- 3.16%
$57.41 - $74.81 $15.7K - $20.5K
8.39K $623K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-194
- 3.05%
$91.62 - $116.16 $17.8K - $22.5K
6.17K $717K
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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