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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$7.09 Million 3.34% of portfolio
28,329
Q4 2024 Added 0.54%
$3.05T
$4.79 Million 2.26% of portfolio
11,359
Q4 2024 Reduced 0.73%
$324B
$3.15 Million 1.49% of portfolio
23,477
Q4 2024 Reduced 12.32%
$1.11T
$2.76 Million 1.3% of portfolio
14,557
Q4 2024 Reduced 6.57%
$237B
$2.74 Million 1.29% of portfolio
9,230
Q4 2024 Reduced 6.39%
$400B
$2.63 Million 1.24% of portfolio
18,195
Q4 2024 Reduced 1.71%
$809B
$2.6 Million 1.22% of portfolio
10,838
Q4 2024 Reduced 5.23%
$2.33T
$2.39 Million 1.13% of portfolio
10,902
Q4 2024 Reduced 5.89%
$1.14T
$2.27 Million 1.07% of portfolio
11,898
Q4 2024 Reduced 7.26%
$493B
$2.16 Million 1.02% of portfolio
4,269
Q4 2024 Reduced 11.94%
$398B
$1.92 Million 0.9% of portfolio
11,448
Q4 2024 Reduced 6.07%
$256B
$1.65 Million 0.78% of portfolio
27,808
Q4 2024 Reduced 6.39%
$202B
$1.63 Million 0.77% of portfolio
14,656
Q4 2024 Reduced 2.76%
$454B
$1.48 Million 0.7% of portfolio
13,727
Q4 2024 Added 0.96%
$470B
$1.34 Million 0.63% of portfolio
8,025
Q4 2024 Reduced 3.8%
$417B
$1.25 Million 0.59% of portfolio
3,223
Q4 2024 Reduced 7.91%
$221B
$1.24 Million 0.58% of portfolio
12,480
Q4 2024 Reduced 7.73%
$224B
$1.06 Million 0.5% of portfolio
2,042
Q4 2024 Reduced 10.52%
$537B
$1.03 Million 0.48% of portfolio
1,950
Q4 2024 Added 0.31%
$380B
$926,000 0.44% of portfolio
21,090
Q4 2024 Reduced 3.22%
$1.6T
$897,000 0.42% of portfolio
1,521
Q4 2024 Reduced 2.56%
$614B
$878,000 0.41% of portfolio
1,939
Q4 2024 Reduced 4.44%
$451B
$859,000 0.4% of portfolio
964
Q4 2024 Reduced 3.6%
$462B
$615,000 0.29% of portfolio
672
Q4 2024 Reduced 14.07%
$326B
$591,000 0.28% of portfolio
1,768
Q4 2024 Reduced 12.56%
$226B
$538,000 0.25% of portfolio
2,451
Q4 2024 Reduced 0.61%
$201B
$458,000 0.22% of portfolio
1,032
Q4 2024 Reduced 9.07%
$217B
$335,000 0.16% of portfolio
1,159
Q4 2024 Reduced 18.72%
$226B
$219,000 0.1% of portfolio
1,938
Q4 2024 Reduced 0.51%

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
Track This Portfolio

Track Bigelow Investment Advisors, LLC Portfolio

Follow Bigelow Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bigelow Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bigelow Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email