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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$1.15 Million 0.55% of portfolio
5,588
Q1 2025 Reduced 2.73%
$76.8B
$1.16 Million 0.55% of portfolio
4,563
Q1 2025 Reduced 0.78%
$177B
$1.14 Million 0.54% of portfolio
5,871
Q1 2025 Reduced 9.59%
$0
$1.13 Million 0.54% of portfolio
7,592
Q1 2025 Added 12.94%
$377B
$1.11 Million 0.53% of portfolio
3,039
Q1 2025 Reduced 5.71%
$117B
$1.11 Million 0.53% of portfolio
12,388
Q1 2025 Reduced 11.32%
$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%
$0
$1.07 Million 0.51% of portfolio
8,327
Q1 2025 Reduced 0.24%
$562B
$1.02 Million 0.49% of portfolio
1,858
Q1 2025 Reduced 4.72%
$162B
$1.03 Million 0.49% of portfolio
2,063
Q1 2025 Added 1.03%
$0
$1 Million 0.48% of portfolio
37,214
Q1 2025 Added 1.46%
$0
$996,000 0.48% of portfolio
9,398
Q1 2025 Added 14.67%
$536B
$965,000 0.46% of portfolio
1,035
Q1 2025 Added 7.37%
$0
$967,000 0.46% of portfolio
20,346
Q1 2025 Reduced 5.71%
$1.5T
$960,000 0.46% of portfolio
1,666
Q1 2025 Added 9.53%
$0
$947,000 0.45% of portfolio
20,927
Q1 2025 Reduced 5.01%
$99.4B
$939,000 0.45% of portfolio
9,574
Q1 2025 Reduced 0.45%
$0
$901,000 0.43% of portfolio
34,399
Q1 2025 Reduced 3.65%
$0
$872,000 0.42% of portfolio
16,258
Q1 2025 Reduced 5.28%
$0
$857,000 0.41% of portfolio
7,030
Q1 2025 Reduced 2.52%
$89.6B
$868,000 0.41% of portfolio
7,123
Q1 2025 Added 8.75%
$0
$858,000 0.41% of portfolio
7,731
Q1 2025 Reduced 2.66%
$129B
$825,000 0.39% of portfolio
3,037
Q1 2025 Added 11.04%
$362B
$814,000 0.39% of portfolio
19,526
Q1 2025 Reduced 7.42%
$74.7B
$811,000 0.39% of portfolio
7,374
Q1 2025 Reduced 0.18%
$76.7B
$799,000 0.38% of portfolio
8,532
Q1 2025 Added 10.25%
$206B
$790,000 0.38% of portfolio
8,810
Q1 2025 Reduced 29.41%
$80.5B
$752,000 0.36% of portfolio
11,857
Q1 2025 Added 3.74%
$156B
$735,000 0.35% of portfolio
1,566
Q1 2025 Added 2.15%
$95.6B
$715,000 0.34% of portfolio
2,698
Q1 2025 Reduced 0.63%
$0
$710,000 0.34% of portfolio
30,680
Q1 2025 Reduced 8.17%
$0
$673,000 0.32% of portfolio
31,317
Q1 2025 Reduced 16.75%
$0
$680,000 0.32% of portfolio
6,030
Q1 2025 Reduced 1.63%
$49.7B
$663,000 0.32% of portfolio
2,897
Q1 2025 Reduced 3.43%
$0
$652,000 0.31% of portfolio
6,368
Q1 2025 Reduced 9.0%
$446B
$638,000 0.3% of portfolio
675
Q1 2025 Added 0.45%
$0
$605,000 0.29% of portfolio
3,037
Q1 2025 Reduced 5.74%
$248B
$609,000 0.29% of portfolio
2,451
Q4 2024 Reduced 0.61%
$138B
$618,000 0.29% of portfolio
5,518
Q1 2025 Added 8.34%
$185B
$610,000 0.29% of portfolio
13,463
Q1 2025 Added 37.48%
$43.8B
$596,000 0.28% of portfolio
1,420
Q1 2025 Added 1.94%
$86.5B
$565,000 0.27% of portfolio
8,668
Q1 2025 Reduced 10.55%
$0
$565,000 0.27% of portfolio
5,364
Q1 2025 Reduced 8.45%
$0
$543,000 0.26% of portfolio
10,868
Q1 2025 Reduced 15.5%
$59.3B
$544,000 0.26% of portfolio
2,233
Q1 2025 Added 1.73%
$0
$520,000 0.25% of portfolio
10,275
Q1 2025 Reduced 1.91%
$189B
$534,000 0.25% of portfolio
1,622
Q1 2025 Added 8.28%
$0
$503,000 0.24% of portfolio
21,508
Q1 2025 Added 1.65%

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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