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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$6.35 Million 3.03% of portfolio
28,602
Q1 2025 Added 0.96%
$3.51T
$4.27 Million 2.04% of portfolio
11,376
Q1 2025 Added 0.15%
$409B
$2.87 Million 1.37% of portfolio
17,328
Q1 2025 Reduced 4.77%
$788B
$2.62 Million 1.25% of portfolio
10,663
Q1 2025 Reduced 1.61%
$359B
$2.56 Million 1.22% of portfolio
23,606
Q1 2025 Added 0.55%
$224B
$2.42 Million 1.16% of portfolio
9,010
Q1 2025 Reduced 2.38%
$993B
$2.31 Million 1.1% of portfolio
14,970
Q1 2025 Added 2.84%
$284B
$2.23 Million 1.06% of portfolio
4,255
Q1 2025 Reduced 0.33%
$204B
$2.22 Million 1.06% of portfolio
16,723
Q1 2025 Reduced 1.58%
$2.22T
$2.12 Million 1.01% of portfolio
11,140
Q1 2025 Added 2.18%
$386B
$2 Million 0.96% of portfolio
11,764
Q1 2025 Added 2.76%
$1.1T
$1.84 Million 0.88% of portfolio
11,787
Q1 2025 Reduced 0.93%
$447B
$1.68 Million 0.8% of portfolio
14,158
Q1 2025 Added 3.14%
$216B
$1.5 Million 0.71% of portfolio
15,147
Q1 2025 Added 3.35%
$268B
$1.45 Million 0.69% of portfolio
23,446
Q1 2025 Reduced 15.69%
$606B
$1.34 Million 0.64% of portfolio
3,812
Q1 2025 Reduced 2.51%
$648B
$1.1 Million 0.52% of portfolio
2,067
Q1 2025 Added 6.6%
$479B
$1.09 Million 0.52% of portfolio
7,807
Q1 2025 Reduced 2.72%
$562B
$1.02 Million 0.49% of portfolio
1,858
Q1 2025 Reduced 4.72%
$536B
$965,000 0.46% of portfolio
1,035
Q1 2025 Added 7.37%
$1.5T
$960,000 0.46% of portfolio
1,666
Q1 2025 Added 9.53%
$362B
$814,000 0.39% of portfolio
19,526
Q1 2025 Reduced 7.42%
$206B
$790,000 0.38% of portfolio
8,810
Q1 2025 Reduced 29.41%
$446B
$638,000 0.3% of portfolio
675
Q1 2025 Added 0.45%
$248B
$609,000 0.29% of portfolio
2,451
Q4 2024 Reduced 0.61%
$218B
$488,000 0.23% of portfolio
106
Q1 2025 Added 0.95%
$268B
$445,000 0.21% of portfolio
1,660
Q1 2025 Reduced 6.11%
$767B
$424,000 0.2% of portfolio
514
Q1 2025 New
$264B
$380,000 0.18% of portfolio
4,330
Q1 2025 New
$215B
$379,000 0.18% of portfolio
618
Q1 2025 Reduced 18.04%
$221B
$347,000 0.17% of portfolio
1,114
Q1 2025 Reduced 3.88%
$235B
$245,000 0.12% of portfolio
1,854
Q1 2025 Reduced 4.33%

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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