Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $226 Million
  • Q2 2025

Bigelow Investment Advisors, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Million distributed in 147 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 $15.1M, Spdr S&P 500 ETF Trust with a value of $12.1M, Vanguard Dividend Appreciation with a value of $9.31M, Ishares Gold Trust with a value of $8.37M, and Apple Inc. with a value of $6.5M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $210M to 226M.

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

Portfolio value $226 Million
ETFs: $136 Million
Technology: $25.1 Million
Financial Services: $12.3 Million
Healthcare: $10.7 Million
Industrials: $10.5 Million
Communication Services: $10.2 Million
Consumer Cyclical: $10 Million
Consumer Defensive: $6 Million
Other: $5.13 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$6.5 Million 2.88% of portfolio
31,695
Q2 2025 Added 10.81%
$3.75T
$5.54 Million 2.45% of portfolio
11,144
Q2 2025 Reduced 2.04%
$406B
$3.76 Million 1.66% of portfolio
23,798
Q2 2025 Added 0.81%
$831B
$3.09 Million 1.37% of portfolio
10,654
Q2 2025 Reduced 0.08%
$237B
$2.87 Million 1.27% of portfolio
8,986
Q2 2025 Reduced 0.27%
$409B
$2.61 Million 1.16% of portfolio
17,105
Q2 2025 Reduced 1.29%
$2.27T
$2.48 Million 1.1% of portfolio
11,299
Q2 2025 Added 1.43%
$1.07T
$2.44 Million 1.08% of portfolio
13,848
Q2 2025 Reduced 7.49%
$215B
$2.43 Million 1.07% of portfolio
16,609
Q2 2025 Reduced 0.68%
$1.08T
$2.07 Million 0.92% of portfolio
11,666
Q2 2025 Reduced 1.03%
$373B
$1.87 Million 0.83% of portfolio
11,725
Q2 2025 Reduced 0.33%
$220B
$1.88 Million 0.83% of portfolio
15,187
Q2 2025 Added 0.26%
$636B
$1.68 Million 0.74% of portfolio
7,682
Q2 2025 Reduced 1.6%
$284B
$1.54 Million 0.68% of portfolio
22,208
Q2 2025 Reduced 5.28%
$474B
$1.52 Million 0.67% of portfolio
14,124
Q2 2025 Reduced 0.24%
$145B
$1.5 Million 0.66% of portfolio
21,646
Q2 2025 Reduced 0.52%
$573B
$1.45 Million 0.64% of portfolio
1,081
Q2 2025 Added 4.44%
$146B
$1.43 Million 0.63% of portfolio
11,548
Q2 2025 Reduced 0.06%
$585B
$1.35 Million 0.6% of portfolio
3,811
Q2 2025 Reduced 0.03%
$185B
$1.3 Million 0.58% of portfolio
9,866
Q2 2025 Reduced 1.57%
$82.4B
$1.3 Million 0.58% of portfolio
4,471
Q2 2025 Reduced 0.27%
$76.4B
$1.24 Million 0.55% of portfolio
4,620
Q2 2025 Added 1.25%
$1.62T
$1.23 Million 0.54% of portfolio
1,661
Q2 2025 Reduced 0.3%
$283B
$1.21 Million 0.53% of portfolio
3,876
Q2 2025 Reduced 8.91%
$380B
$1.12 Million 0.49% of portfolio
3,050
Q2 2025 Added 0.36%
$143B
$1.12 Million 0.49% of portfolio
3,129
Q2 2025 Added 3.03%
$146B
$1.06 Million 0.47% of portfolio
5,389
Q2 2025 Reduced 3.56%
$177B
$1.06 Million 0.47% of portfolio
5,462
Q2 2025 Reduced 6.97%
$118B
$1.04 Million 0.46% of portfolio
11,874
Q2 2025 Reduced 4.15%
$539B
$971,000 0.43% of portfolio
1,729
Q2 2025 Reduced 6.94%
$376B
$954,000 0.42% of portfolio
20,180
Q2 2025 Added 3.35%
$140B
$912,000 0.4% of portfolio
4,111
Q2 2025 Added 0.49%
$631B
$913,000 0.4% of portfolio
1,880
Q2 2025 Reduced 9.05%
$108B
$867,000 0.38% of portfolio
9,466
Q2 2025 Reduced 1.13%
$90.2B
$863,000 0.38% of portfolio
7,321
Q2 2025 Added 2.78%
$165B
$826,000 0.37% of portfolio
2,039
Q2 2025 Reduced 1.16%
$76.4B
$814,000 0.36% of portfolio
8,955
Q2 2025 Added 4.96%
$92.7B
$809,000 0.36% of portfolio
11,390
Q2 2025 Reduced 3.94%
$154B
$799,000 0.35% of portfolio
1,573
Q2 2025 Added 0.45%
$99.1B
$748,000 0.33% of portfolio
2,714
Q2 2025 Added 0.59%
$45B
$751,000 0.33% of portfolio
1,402
Q2 2025 Reduced 1.27%
$74.5B
$741,000 0.33% of portfolio
7,343
Q2 2025 Reduced 0.42%
$260B
$722,000 0.32% of portfolio
2,451
Q4 2024 Reduced 0.61%
$435B
$662,000 0.29% of portfolio
669
Q2 2025 Reduced 0.89%
$168B
$649,000 0.29% of portfolio
3,549
Q2 2025 Added 2.72%
$212B
$647,000 0.29% of portfolio
1,669
Q2 2025 Added 2.9%
$86.5B
$623,000 0.28% of portfolio
8,394
Q2 2025 Reduced 3.16%
$225B
$625,000 0.28% of portfolio
108
Q2 2025 Added 1.89%
$179B
$609,000 0.27% of portfolio
14,086
Q2 2025 Added 4.63%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $226 Million
  • Prior Value $210 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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