BI
| |
Bigelow Investment Advisors, LLC13F | |
| Bigelow Investment Advisors, LLC | |
| Last update 2025-07-10 | 147 Stocks (5 new) |
| Value $227.00 Mil | Turnover 4 % |
Bigelow Investment Advisors, L... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 24,296 | 15,085.5 | +2.35% | 6.650 | +0.15% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
SPY | SPDR S&P 500 ETF Trust | 19,549 | 12,078.3 | -8.24% | 5.320 | -0.47% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 51,101 | 10,458.8 | -0.15% | 4.610 | -0.01% | 0.010 | +12.58% | +7.35% | 90,302.9 | ||
IAU | iShares Gold Trust | 134,163 | 8,366.4 | +0.70% | 3.690 | +0.03% | 0.020 | +2.88% | +29.09% | 48,710.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 57,291 | 6,261.3 | +5.86% | 2.760 | +0.15% | 0.010 | +17.04% | -0.26% | 83,183.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 100,680 | 6,244.2 | -1.28% | 2.750 | -0.04% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
AAPL | Apple Inc | 31,695 | 5,787.1 | +10.81% | 2.550 | +0.25% | 0.000 | +4.80% | -14.28% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 11,144 | 5,543.1 | -2.04% | 2.440 | -0.04% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SCHX | Schwab U.S. Large-Cap ETF | 215,145 | 5,258.1 | -0.57% | 2.320 | -0.01% | 0.010 | +19.07% | +9.01% | 57,603.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 155,584 | 4,544.6 | +0.33% | 2.000 | +0.01% | 0.010 | +23.74% | +7.64% | 45,727.4 |
Bigelow Investment Advisors, LLC's Historical Top Holdings Breakdowns
Bigelow Investment Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-06-30 | Add Add | +0.61% | 24.19 ($24.3) 24.46 | $24.30 | 0% | Add 45.04% | 181,271 | 56,292 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.47% | 496.48 ($571.44) 617.85 | $634.21 | 10.98% | Reduce -8.24% | 19,549 | -1,756 | |
MBB | iShares MBS ETF | 2025-06-30 | Add Add | +0.35% | 91.41 ($92.68) 94.22 | $92.96 | 0.30% | Add 40.97% | 29,140 | 8,469 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.25% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Add 10.81% | 31,695 | 3,093 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-06-30 | Add Add | +0.24% | 32.11 ($36.55) 38.21 | $38.48 | 5.28% | Add 21.25% | 82,482 | 14,458 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +0.18% | 152.93 ($172.62) 181.74 | $187.43 | 8.58% | Add 24.42% | 11,668 | 2,290 | |
GNMA | iShares Barclays GNMA Bond Fund | 2025-06-30 | Reduce Reduce | -0.17% | 42.85 ($43.42) 44.21 | $43.53 | 0.26% | Reduce -11.32% | 63,390 | -8,094 | |
VPU | Vanguard Utilities ETF | 2025-06-30 | Add Add | +0.17% | 158.36 ($172.47) 178.82 | $182.52 | 5.83% | Add 20.52% | 12,763 | 2,173 | |
UBER | Uber Technologies Inc | 2025-06-30 | New Buy New Buy | +0.16% | 64.62 ($82.17) 93.3 | $89.94 | 9.46% | New holding | 3,788 | 3,788 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.15% | 90.56 ($103.39) 109.49 | $114.15 | 10.41% | Add 5.86% | 57,291 | 3,173 |
Bigelow Investment Advisors, LLC Total Holding History ($B)
Bigelow Investment Advisors, LLC's Asset Allocation
Bigelow Investment Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bigelow Investment Advisors, LLC's Hypothetical Growth since 2025-06-30
Bigelow Investment Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bigelow Investment Advisors, LLC's Holdings Heat Map
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Bigelow Investment Advisors, LLC's Holdings Bubble Chart
Bigelow Investment Advisors, LLC News
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