Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $210 Million
  • Q1 2025

Bigelow Investment Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $210 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 $13.3M, Spdr S&P 500 ETF Trust with a value of $11.9M, Vanguard Dividend Appreciation with a value of $9.32M, Ishares Gold Trust with a value of $7.86M, and Apple Inc. with a value of $6.35M.

Examining the 13F form we can see an decrease of $2.52M in the current position value, from $212M to 210M.

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

Portfolio value $210 Million
ETFs: $126 Million
Technology: $20.7 Million
Healthcare: $12.6 Million
Financial Services: $11.3 Million
Consumer Cyclical: $9.51 Million
Industrials: $9.34 Million
Communication Services: $8.74 Million
Consumer Defensive: $6.48 Million
Other: $5.25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$6.35 Million 3.03% of portfolio
28,602
Q1 2025 Added 0.96%
$2.92T
$4.27 Million 2.04% of portfolio
11,376
Q1 2025 Added 0.15%
$404B
$2.87 Million 1.37% of portfolio
17,328
Q1 2025 Reduced 4.77%
$714B
$2.62 Million 1.25% of portfolio
10,663
Q1 2025 Reduced 1.61%
$277B
$2.56 Million 1.22% of portfolio
23,606
Q1 2025 Added 0.55%
$198B
$2.42 Million 1.16% of portfolio
9,010
Q1 2025 Reduced 2.38%
$967B
$2.31 Million 1.1% of portfolio
14,970
Q1 2025 Added 2.84%
$392B
$2.23 Million 1.06% of portfolio
4,255
Q1 2025 Reduced 0.33%
$184B
$2.22 Million 1.06% of portfolio
16,723
Q1 2025 Reduced 1.58%
$1.93T
$2.12 Million 1.01% of portfolio
11,140
Q1 2025 Added 2.18%
$382B
$2 Million 0.96% of portfolio
11,764
Q1 2025 Added 2.76%
$997B
$1.84 Million 0.88% of portfolio
11,787
Q1 2025 Reduced 0.93%
$452B
$1.68 Million 0.8% of portfolio
14,158
Q1 2025 Added 3.14%
$130B
$1.54 Million 0.74% of portfolio
21,759
Q1 2025 Added 3.55%
$184B
$1.5 Million 0.72% of portfolio
10,023
Q1 2025 Reduced 1.66%
$165B
$1.5 Million 0.71% of portfolio
15,147
Q1 2025 Added 3.35%
$147B
$1.41 Million 0.67% of portfolio
11,555
Q1 2025 Reduced 3.92%
$27.2B
$1.39 Million 0.66% of portfolio
25,800
Q2 2023 Reduced 1.71%
$548B
$1.34 Million 0.64% of portfolio
3,812
Q1 2025 Reduced 2.51%
$74.7B
$1.22 Million 0.58% of portfolio
4,483
Q4 2024 Reduced 4.07%
$144B
$1.15 Million 0.55% of portfolio
5,588
Q1 2025 Reduced 2.73%
$67.9B
$1.16 Million 0.55% of portfolio
4,563
Q1 2025 Reduced 0.78%
$177B
$1.14 Million 0.54% of portfolio
5,871
Q1 2025 Reduced 9.59%
$366B
$1.11 Million 0.53% of portfolio
3,039
Q1 2025 Reduced 5.71%
$112B
$1.11 Million 0.53% of portfolio
12,388
Q1 2025 Reduced 11.32%
$691B
$1.1 Million 0.52% of portfolio
2,067
Q1 2025 Added 6.6%
$373B
$1.09 Million 0.52% of portfolio
7,807
Q1 2025 Reduced 2.72%
$509B
$1.02 Million 0.49% of portfolio
1,858
Q1 2025 Reduced 4.72%
$166B
$1.03 Million 0.49% of portfolio
2,063
Q1 2025 Added 1.03%
$490B
$965,000 0.46% of portfolio
1,035
Q1 2025 Added 7.37%
$1.23T
$960,000 0.46% of portfolio
1,666
Q1 2025 Added 9.53%
$137B
$954,000 0.45% of portfolio
4,091
Q1 2025 Added 0.96%
$96.2B
$939,000 0.45% of portfolio
9,574
Q1 2025 Reduced 0.45%
$92.3B
$868,000 0.41% of portfolio
7,123
Q1 2025 Added 8.75%
$115B
$825,000 0.39% of portfolio
3,037
Q1 2025 Added 11.04%
$318B
$814,000 0.39% of portfolio
19,526
Q1 2025 Reduced 7.42%
$71.4B
$811,000 0.39% of portfolio
7,374
Q1 2025 Reduced 0.18%
$78.3B
$799,000 0.38% of portfolio
8,532
Q1 2025 Added 10.25%
$210B
$790,000 0.38% of portfolio
8,810
Q1 2025 Reduced 29.41%
$72.6B
$752,000 0.36% of portfolio
11,857
Q1 2025 Added 3.74%
$139B
$735,000 0.35% of portfolio
1,566
Q1 2025 Added 2.15%
$95.7B
$715,000 0.34% of portfolio
2,698
Q1 2025 Reduced 0.63%
$58.5B
$663,000 0.32% of portfolio
2,897
Q1 2025 Reduced 3.43%
$432B
$638,000 0.3% of portfolio
675
Q1 2025 Added 0.45%
$208B
$609,000 0.29% of portfolio
2,451
Q4 2024 Reduced 0.61%
$129B
$618,000 0.29% of portfolio
5,518
Q1 2025 Added 8.34%
$176B
$610,000 0.29% of portfolio
13,463
Q1 2025 Added 37.48%
$36.4B
$596,000 0.28% of portfolio
1,420
Q1 2025 Added 1.94%
$75.6B
$565,000 0.27% of portfolio
8,668
Q1 2025 Reduced 10.55%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $210 Million
  • Prior Value $212 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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