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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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