Bigelow Investment Advisors, LLC Portfolio Holdings
Bigelow Investment Advisors, LLC
- $223 Million
- Q3 2024
Bigelow Investment Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Million distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.8M, Ishares Core S&P 500 ETF with a value of $13.5M, Vanguard Dividend Appreciation with a value of $9.41M, Apple Inc. with a value of $6.56M, and Ishares Core S&P Mid Cap ETF with a value of $6.41M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $209M to 223M.
Below you can find more details about Bigelow Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
ETFs: $127 Million
Technology: $25.8 Million
Healthcare: $15.6 Million
Financial Services: $11 Million
Consumer Cyclical: $10.6 Million
Industrials: $10.5 Million
Communication Services: $8.99 Million
Consumer Defensive: $7.07 Million
Other: $6.72 Million