Bigelow Investment Advisors, LLC Portfolio Holdings

Bigelow Investment Advisors, LLC

  • $223 Million
  • Q3 2024

Bigelow Investment Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.8M, Ishares Core S&P 500 ETF with a value of $13.5M, Vanguard Dividend Appreciation with a value of $9.41M, Apple Inc. with a value of $6.56M, and Ishares Core S&P Mid Cap ETF with a value of $6.41M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $209M to 223M.

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

Portfolio value $223 Million
ETFs: $127 Million
Technology: $25.8 Million
Healthcare: $15.6 Million
Financial Services: $11 Million
Consumer Cyclical: $10.6 Million
Industrials: $10.5 Million
Communication Services: $8.99 Million
Consumer Defensive: $7.07 Million
Other: $6.72 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.8B
$694,000 0.31% of portfolio
2,538
Q3 2024 Added 0.04%
$422B
$693,000 0.31% of portfolio
782
Q2 2024 Reduced 0.38%
$67B
$639,000 0.29% of portfolio
18,525
Q3 2024 Reduced 1.55%
$193B
$616,000 0.28% of portfolio
1,577
Q3 2024 Added 1.94%
$85.7B
$630,000 0.28% of portfolio
2,860
Q3 2024 Reduced 0.38%
$208B
$587,000 0.26% of portfolio
1,135
Q3 2024 Added 6.57%
$121B
$575,000 0.26% of portfolio
3,761
Q3 2024 Added 3.87%
$19.8B
$589,000 0.26% of portfolio
7,166
Q3 2024 Added 1.67%
$344B
$553,000 0.25% of portfolio
2,022
Q3 2024 Added 7.61%
$54.2B
$530,000 0.24% of portfolio
2,137
Q2 2024 Reduced 2.73%
$200B
$545,000 0.24% of portfolio
2,466
Q2 2024 Reduced 1.48%
$154B
$491,000 0.22% of portfolio
2,376
Q3 2024 Added 4.67%
$192B
$501,000 0.22% of portfolio
3,056
Q3 2024 Reduced 4.2%
$168B
$470,000 0.21% of portfolio
10,466
Q3 2024 Reduced 3.7%
$181B
$460,000 0.21% of portfolio
741
Q3 2024 Added 2.07%
$87.4B
$431,000 0.19% of portfolio
1,110
Q3 2024 Reduced 0.72%
$215B
$434,000 0.19% of portfolio
1,426
Q2 2024 Reduced 0.14%
$41.1B
$420,000 0.19% of portfolio
2,932
Q3 2024 Reduced 1.15%
$116B
$428,000 0.19% of portfolio
5,118
Q3 2024 Reduced 0.49%
$39B
$410,000 0.18% of portfolio
5,259
Q3 2024 Added 4.82%
$87.8B
$381,000 0.17% of portfolio
733
Q3 2024 Added 2.81%
$71.5B
$327,000 0.15% of portfolio
2,400
Q1 2024 Reduced 1.68%
$53.1B
$341,000 0.15% of portfolio
1,389
Q3 2024 Added 3.58%
$168B
$318,000 0.14% of portfolio
7,618
Q3 2024 Added 6.2%
$20.3B
$296,000 0.13% of portfolio
1,819
Q2 2024 Reduced 0.98%
$109B
$282,000 0.13% of portfolio
1,229
Q2 2024 Reduced 0.41%
$55.9B
$274,000 0.12% of portfolio
803
Q3 2024 Added 11.99%
$66.5B
$260,000 0.12% of portfolio
1,600
Q2 2024 Reduced 0.68%
$39B
$237,000 0.11% of portfolio
22,467
Q3 2024 Added 1.37%
$192B
$252,000 0.11% of portfolio
2,123
Q3 2024 Added 5.89%
$280B
$240,000 0.11% of portfolio
1,630
Q3 2024 Reduced 8.99%
$79.5B
$255,000 0.11% of portfolio
976
Q3 2024 Reduced 10.95%
$200B
$222,000 0.1% of portfolio
1,948
Q3 2024 Reduced 1.27%
$44.3B
$205,000 0.09% of portfolio
1,443
Q3 2024 New
$79.5B
$206,000 0.09% of portfolio
1,649
Q3 2024 Added 11.8%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $223 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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