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 Market Cap. of $10 Billions to $200 Billions
