Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $212 Million
  • Q4 2024

Bigelow Investment Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $14.1M, Spdr S&P 500 ETF Trust with a value of $13M, Vanguard Dividend Appreciation with a value of $9.52M, Apple Inc. with a value of $7.09M, and Ishares Core S&P Mid Cap ETF with a value of $6.23M.

Examining the 13F form we can see an decrease of $10.9M in the current position value, from $223M to 212M.

Below you can find more details about Bigelow Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $125 Million
Technology: $23.4 Million
Healthcare: $12.1 Million
Financial Services: $11.6 Million
Consumer Cyclical: $10 Million
Communication Services: $9.52 Million
Industrials: $9.28 Million
Consumer Defensive: $6.06 Million
Other: $4.76 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$7.09 Million 3.34% of portfolio
28,329
Q4 2024 Added 0.54%
$2.92T
$4.79 Million 2.26% of portfolio
11,359
Q4 2024 Reduced 0.73%
$293B
$3.15 Million 1.49% of portfolio
23,477
Q4 2024 Reduced 12.32%
$980B
$2.76 Million 1.3% of portfolio
14,557
Q4 2024 Reduced 6.57%
$202B
$2.74 Million 1.29% of portfolio
9,230
Q4 2024 Reduced 6.39%
$428B
$2.63 Million 1.24% of portfolio
18,195
Q4 2024 Reduced 1.71%
$709B
$2.6 Million 1.22% of portfolio
10,838
Q4 2024 Reduced 5.23%
$2T
$2.39 Million 1.13% of portfolio
10,902
Q4 2024 Reduced 5.89%
$1.01T
$2.27 Million 1.07% of portfolio
11,898
Q4 2024 Reduced 7.26%
$483B
$2.16 Million 1.02% of portfolio
4,269
Q4 2024 Reduced 11.94%
$195B
$1.97 Million 0.93% of portfolio
16,992
Q4 2024 Reduced 9.77%
$395B
$1.92 Million 0.9% of portfolio
11,448
Q4 2024 Reduced 6.07%
$248B
$1.65 Million 0.78% of portfolio
27,808
Q4 2024 Reduced 6.39%
$181B
$1.63 Million 0.77% of portfolio
14,656
Q4 2024 Reduced 2.76%
$200B
$1.55 Million 0.73% of portfolio
10,192
Q4 2024 Reduced 5.51%
$139B
$1.51 Million 0.71% of portfolio
21,014
Q4 2024 Reduced 7.46%
$135B
$1.45 Million 0.68% of portfolio
12,027
Q4 2024 Reduced 2.46%
$410B
$1.34 Million 0.63% of portfolio
8,025
Q4 2024 Reduced 3.8%
$154B
$1.32 Million 0.62% of portfolio
5,745
Q4 2024 Reduced 1.15%
$177B
$1.26 Million 0.6% of portfolio
6,494
Q4 2024 Reduced 7.32%
$359B
$1.25 Million 0.59% of portfolio
3,223
Q4 2024 Reduced 7.91%
$549B
$1.24 Million 0.58% of portfolio
3,910
Q4 2024 Reduced 3.93%
$236B
$1.24 Million 0.58% of portfolio
12,480
Q4 2024 Reduced 7.73%
$25.4B
$1.2 Million 0.56% of portfolio
25,800
Q2 2023 Reduced 1.71%
$72.3B
$1.18 Million 0.56% of portfolio
4,483
Q4 2024 Reduced 4.07%
$120B
$1.12 Million 0.53% of portfolio
13,969
Q4 2024 Reduced 12.55%
$71.5B
$1.08 Million 0.51% of portfolio
4,599
Q4 2024 Reduced 3.54%
$203B
$1.06 Million 0.5% of portfolio
2,042
Q4 2024 Reduced 10.52%
$511B
$1.03 Million 0.48% of portfolio
1,950
Q4 2024 Added 0.31%
$141B
$1 Million 0.47% of portfolio
4,052
Q4 2024 Reduced 5.04%
$84B
$931,000 0.44% of portfolio
7,387
Q4 2024 Reduced 6.09%
$341B
$926,000 0.44% of portfolio
21,090
Q4 2024 Reduced 3.22%
$118B
$907,000 0.43% of portfolio
2,735
Q4 2024 Reduced 10.12%
$1.34T
$897,000 0.42% of portfolio
1,521
Q4 2024 Reduced 2.56%
$111B
$876,000 0.41% of portfolio
9,617
Q4 2024 Reduced 7.16%
$85.6B
$864,000 0.41% of portfolio
11,429
Q4 2024 Reduced 2.69%
$679B
$878,000 0.41% of portfolio
1,939
Q4 2024 Reduced 4.44%
$427B
$859,000 0.4% of portfolio
964
Q4 2024 Reduced 3.6%
$81.2B
$827,000 0.39% of portfolio
9,690
Q4 2024 Reduced 4.57%
$105B
$693,000 0.33% of portfolio
4,024
Q4 2024 Added 6.99%
$91.7B
$705,000 0.33% of portfolio
6,550
Q4 2024 Reduced 1.96%
$75.3B
$703,000 0.33% of portfolio
7,739
Q4 2024 Reduced 14.0%
$65.7B
$680,000 0.32% of portfolio
3,000
Q4 2024 Reduced 5.75%
$143B
$649,000 0.31% of portfolio
1,533
Q4 2024 Reduced 9.18%
$94.7B
$630,000 0.3% of portfolio
2,715
Q4 2024 Reduced 5.07%
$59.9B
$617,000 0.29% of portfolio
2,195
Q4 2024 Reduced 13.51%
$402B
$615,000 0.29% of portfolio
672
Q4 2024 Reduced 14.07%
$281B
$591,000 0.28% of portfolio
1,768
Q4 2024 Reduced 12.56%
$35B
$575,000 0.27% of portfolio
1,393
Q4 2024 Reduced 12.06%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $212 Million
  • Prior Value $223 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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