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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.6B
$1.2 Million 0.56% of portfolio
25,800
Q2 2023 Reduced 1.71%
$74.8B
$1.18 Million 0.56% of portfolio
4,483
Q4 2024 Reduced 4.07%
$0
$1.13 Million 0.53% of portfolio
6,927
Q4 2024 Added 12.18%
$119B
$1.12 Million 0.53% of portfolio
13,969
Q4 2024 Reduced 12.55%
$0
$1.1 Million 0.52% of portfolio
8,347
Q4 2024 Added 13.41%
$0
$1.09 Million 0.51% of portfolio
9,221
Q4 2024 Added 14.66%
$72.3B
$1.08 Million 0.51% of portfolio
4,599
Q4 2024 Reduced 3.54%
$195B
$1.06 Million 0.5% of portfolio
2,042
Q4 2024 Reduced 10.52%
$0
$1.04 Million 0.49% of portfolio
6,722
Q4 2024 Added 16.8%
$0
$1.01 Million 0.48% of portfolio
21,577
Q4 2024 Added 0.13%
$523B
$1.03 Million 0.48% of portfolio
1,950
Q4 2024 Added 0.31%
$0
$989,000 0.47% of portfolio
35,703
Q4 2024 Added 192.24%
$145B
$1 Million 0.47% of portfolio
4,052
Q4 2024 Reduced 5.04%
$0
$970,000 0.46% of portfolio
22,030
Q4 2024 Reduced 14.85%
$0
$947,000 0.45% of portfolio
36,679
Q4 2024 Added 86.34%
$0
$929,000 0.44% of portfolio
7,212
Q4 2024 Reduced 5.58%
$335B
$926,000 0.44% of portfolio
21,090
Q4 2024 Reduced 3.22%
$108B
$907,000 0.43% of portfolio
2,735
Q4 2024 Reduced 10.12%
$0
$920,000 0.43% of portfolio
17,165
Q4 2024 Added 0.34%
$1.3T
$897,000 0.42% of portfolio
1,521
Q4 2024 Reduced 2.56%
$112B
$876,000 0.41% of portfolio
9,617
Q4 2024 Reduced 7.16%
$80B
$864,000 0.41% of portfolio
11,429
Q4 2024 Reduced 2.69%
$683B
$878,000 0.41% of portfolio
1,939
Q4 2024 Reduced 4.44%
$0
$846,000 0.4% of portfolio
7,942
Q4 2024 Reduced 3.67%
$0
$854,000 0.4% of portfolio
8,196
Q4 2024 Added 17.76%
$415B
$859,000 0.4% of portfolio
964
Q4 2024 Reduced 3.6%
$75.5B
$827,000 0.39% of portfolio
9,690
Q4 2024 Reduced 4.57%
$0
$792,000 0.37% of portfolio
37,620
Q4 2024 Added 11.16%
$0
$758,000 0.36% of portfolio
33,408
Q4 2024 Added 29.44%
$0
$771,000 0.36% of portfolio
6,998
Q4 2024 Reduced 12.92%
$0
$773,000 0.36% of portfolio
22,797
Q4 2024 Added 23.63%
$0
$711,000 0.34% of portfolio
3,222
Q4 2024 Added 4.47%
$99.1B
$693,000 0.33% of portfolio
4,024
Q4 2024 Added 6.99%
$93.9B
$705,000 0.33% of portfolio
6,550
Q4 2024 Reduced 1.96%
$78.2B
$703,000 0.33% of portfolio
7,739
Q4 2024 Reduced 14.0%
$65.3B
$680,000 0.32% of portfolio
3,000
Q4 2024 Reduced 5.75%
$0
$677,000 0.32% of portfolio
6,130
Q3 2024 Reduced 8.92%
$142B
$649,000 0.31% of portfolio
1,533
Q4 2024 Reduced 9.18%
$0
$642,000 0.3% of portfolio
12,861
Q4 2024 Reduced 4.47%
$95.4B
$630,000 0.3% of portfolio
2,715
Q4 2024 Reduced 5.07%
$63.4B
$617,000 0.29% of portfolio
2,195
Q4 2024 Reduced 13.51%
$419B
$615,000 0.29% of portfolio
672
Q4 2024 Reduced 14.07%
$0
$624,000 0.29% of portfolio
5,859
Q4 2024 Reduced 5.33%
$268B
$591,000 0.28% of portfolio
1,768
Q4 2024 Reduced 12.56%
$0
$584,000 0.28% of portfolio
6,379
Q4 2024 Reduced 7.68%
$35B
$575,000 0.27% of portfolio
1,393
Q4 2024 Reduced 12.06%
$61.9B
$564,000 0.27% of portfolio
17,485
Q4 2024 Reduced 5.61%
$0
$547,000 0.26% of portfolio
21,158
Q4 2024 Added 89.59%
$174B
$543,000 0.26% of portfolio
1,498
Q4 2024 Reduced 5.01%

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
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