Bigelow Investment Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Bigelow Investment Advisors, LLC 13F Holdings
CIK 0001729516 · PORTLAND, ME
As of Sep 30, 2025, Bigelow Investment Advisors, LLC reported
149 positions worth $248.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 24,494 |
|
6.4M6.61% |
| SPDR S&P 500 ETF TRUST | SPY | — | 18,731 |
2.5M | 5.03% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 50,987 |
1.0M | 4.44% |
| ISHARES GOLD TRUST | IAU | — | 142,474 |
0.4M | 4.18% |
| APPLE INC | AAPL | Technology | 27,346 | $7.0M | 2.81% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 96,790 | $6.3M | 2.55% |
| MICROSOFT CORP | MSFT | Technology | 11,069 | $5.7M | 2.31% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 209,170 | $5.5M | 2.22% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 156,385 | $5.2M | 2.11% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 43,550 | $5.2M | 2.09% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 158,860 | $5.1M | 2.04% |
| NVIDIA CORP | NVDA | Technology | 23,078 | $4.3M | 1.74% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 170,717 | $4.2M | 1.68% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 102,451 | $4.1M | 1.64% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 66,853 | $3.5M | 1.43% |
| ALPHABET INC | GOOGL | Equity | 14,101 | $3.4M | 1.38% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,642 | $3.4M | 1.35% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 36,830 | $3.2M | 1.30% |
| ISHARES MBS ETF | MBB | — | 33,182 | $3.2M | 1.27% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 16,870 | $3.1M | 1.26% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 30,020 | $3.0M | 1.21% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 8,679 | $2.9M | 1.16% |
| ALPHABET INC | GOOG | Equity | 11,208 | $2.7M | 1.10% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 14,222 | $2.7M | 1.09% |
| RTX CORP | RTX | Equity | 15,416 | $2.6M | 1.04% |