Sponsored

The Analysis of Bigelow Investment Advisors, LLC's Holdings & P&L

Currently, Bigelow Investment Advisors, LLC holds 153 types of securities in its portfolio with a total value $249.8M. In the most recent quarter, they have increased their positions in HEFA (+22.8K shares, valued at $970.8K), IGSB (+11.7K shares, valued at $614.7K), N/A (+2.5K shares, valued at $473.7K); decreased their positions in N/A (-12.3K shares, valued at $1.1M), GNMA (-18.3K shares, valued at $811.3K), BUFR (-20.0K shares, valued at $674.8K); initiated new positions in SUSL (+2.8K shares, valued at $319.2K), SOXX (+781 shares, valued at $256.7K), PWR (+455 shares, valued at $249.8K).

1M P&L

+6.6M+2.84%

3M P&L

+5.2M+2.24%

HY P&L

+15.7M+7.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A141.5M

64.4%

2Consumer Electronics6.7M

3.0%

3Semiconductors6.4M

2.9%

Top Industries by Stock Count

1N/A64 stocks

46.0%

2Semiconductors6 stocks

4.3%

3Credit Services5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR25.6K shares-0.36%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T18.5K shares2.61%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR131.0K shares-8.60%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS50.5K shares-1.04%2026-03-312026-04-23

IJH ISHARES TR104.0K shares3.54%2026-03-312026-04-23

AAPL APPLE INC26.3K shares-2.10%2026-03-312026-04-23

HEFA ISHARES TR140.1K shares19.48%2026-03-312026-04-23

IGSB ISHARES TR93.9K shares14.24%2026-03-312026-04-23

Sponsored

IJR ISHARES TR39.5K shares-3.72%2026-03-312026-04-23

BUFR FIRST TR EXCHNG TRADED FD VI144.0K shares-12.19%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR197.9K shares-1.86%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR158.1K shares-1.57%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR176.9K shares-8.01%2026-03-312026-04-23

MSFT MICROSOFT CORP11.1K shares0.07%2026-03-312026-04-23

MBB ISHARES TR42.4K shares13.25%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON16.3K shares-3.74%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION21.5K shares0.26%2026-03-312026-04-23

ALPHABET INC ALPHABET INC12.7K shares-3.54%2026-03-312026-04-23

IEFA ISHARES TR39.4K shares5.43%2026-03-312026-04-23

EMXC ISHARES INC44.3K shares11.69%2026-03-312026-04-23

AGG ISHARES TR34.6K shares6.32%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.3K shares16.64%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO10.5K shares-0.87%2026-03-312026-04-23

ALPHABET INC ALPHABET INC10.8K shares-1.52%2026-03-312026-04-23

Sponsored

RTX RTX CORPORATION15.0K shares-1.31%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO8.4K shares-0.99%2026-03-312026-04-23

XOM EXXON MOBIL CORP14.7K shares0.02%2026-03-312026-04-23

AMZN AMAZON COM INC11.4K shares5.45%2026-03-312026-04-23

IGIB ISHARES TR43.7K shares4.03%2026-03-312026-04-23

VPU VANGUARD WORLD FD11.7K shares-11.44%2026-03-312026-04-23

LMBS FIRST TR EXCHANGE-TRADED FD45.6K shares-7.62%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS15.2K shares3.32%2026-03-312026-04-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS33.4K shares0.44%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS23.5K shares11.92%2026-03-312026-04-23

NEE NEXTERA ENERGY INC20.6K shares-0.06%2026-03-312026-04-23

GVI ISHARES TR17.6K shares15.73%2026-03-312026-04-23

FLOT ISHARES TR36.6K shares-5.64%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR73.1K shares-15.46%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR60.0K shares8.04%2026-03-312026-04-23

TJX TJX COS INC NEW10.8K shares-1.87%2026-03-312026-04-23

Sponsored

PG PROCTER & GAMBLE CO11.5K shares-0.54%2026-03-312026-04-23

VFH VANGUARD WORLD FD13.2K shares-13.05%2026-03-312026-04-23

DIS DISNEY WALT CO16.2K shares2.41%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.5K shares0.00%2026-03-312026-04-23

CSCO CISCO SYS INC18.8K shares-6.29%2026-03-312026-04-23

IEMG ISHARES INC20.8K shares9.80%2026-03-312026-04-23

VOX VANGUARD WORLD FD7.8K shares-15.26%2026-03-312026-04-23

PEP PEPSICO INC9.0K shares-0.69%2026-03-312026-04-23

Sponsored

SUSA ISHARES TR10.2K shares-12.61%2026-03-312026-04-23

ECL ECOLAB INC5.0K shares4.26%2026-03-312026-04-23

GNMA ISHARES TR28.0K shares-39.52%2026-03-312026-04-23

NFLX NETFLIX INC.12.8K shares10.50%2026-03-312026-04-23

QLTA ISHARES TR25.3K shares2.28%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC3.3K shares4.40%2026-03-312026-04-23

CAT CATERPILLAR INC1.7K shares-0.78%2026-03-312026-04-23

V VISA INC3.8K shares0.10%2026-03-312026-04-23

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC9.3K shares3.30%2026-03-312026-04-23

META META PLATFORMS INC2.0K shares7.31%2026-03-312026-04-23

SCHP SCHWAB STRATEGIC TR41.0K shares6.43%2026-03-312026-04-23

BAC BANK AMERICA CORP21.4K shares2.51%2026-03-312026-04-23

DHR DANAHER CORP DEL5.4K shares1.34%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC2.1K shares1.18%2026-03-312026-04-23

HD HOME DEPOT INC3.1K shares1.55%2026-03-312026-04-23

VHT VANGUARD WORLD FD3.7K shares-8.72%2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP6.7K shares-10.71%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.5K shares2.16%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC11.1K shares1.10%2026-03-312026-04-23

LOW LOWES COS INC4.0K shares0.15%2026-03-312026-04-23

DE DEERE & CO1.6K shares2.52%2026-03-312026-04-23

ESGU ISHARES TR6.3K shares-5.50%2026-03-312026-04-23

IEI ISHARES TR7.5K shares12.55%2026-03-312026-04-23

SBUX STARBUCKS CORP9.6K shares2.31%2026-03-312026-04-23

Sponsored

VWO VANGUARD INTL EQUITY INDEX F15.5K shares-7.50%2026-03-312026-04-23

TXN TEXAS INSTRS INC4.3K shares-4.00%2026-03-312026-04-23

MA MASTERCARD INCORPORATED1.7K shares4.16%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC16.6K shares7.95%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares-7.57%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION824 shares0.49%2026-03-312026-04-23

WMT WALMART INC6.5K shares11.75%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC4.0K shares-0.90%2026-03-312026-04-23

Sponsored

AMAT APPLIED MATLS INC2.4K shares-17.05%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO9.3K shares1.04%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR25.5K shares-8.23%2026-03-312026-04-23

CME CME GROUP INC2.6K shares0.50%2026-03-312026-04-23

IDXX IDEXX LABS INC1.4K shares2.40%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC6.2K shares-7.61%2026-03-312026-04-23

TIP ISHARES TR6.5K shares-0.96%2026-03-312026-04-23

FDX FEDEX CORP2.0K shares-12.41%2026-03-312026-04-23

Sponsored

GILD GILEAD SCIENCES INC5.0K shares-0.50%2026-03-312026-04-23

VDC VANGUARD WORLD FD3.0K shares-16.24%2026-03-312026-04-23

HON HONEYWELL INTL INC2.9K shares4.56%2026-03-312026-04-23

CSX CSX CORP16.0K shares-0.25%2026-03-312026-04-23

IYF ISHARES TR5.5K shares-4.55%2026-03-312026-04-23

IWM ISHARES TR2.5K shares-2.97%2026-03-312026-04-23

CWB SPDR SERIES TRUST6.7K shares65.82%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO2.4K shares12.98%2026-03-312026-04-23

Sponsored

LLY ELI LILLY & CO645 shares6.79%2026-03-312026-04-23

GLD SPDR GOLD TR1.4K shares-10.95%2026-03-312026-04-23

NKE NIKE INC11.1K shares3.86%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC1.4K shares6.80%2026-03-312026-04-23

DSI ISHARES TR4.6K shares-10.40%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC2.1K shares-10.37%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC5.5K shares-5.66%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC636 shares10.99%2026-03-312026-04-23

Sponsored

NSC NORFOLK SOUTHN CORP1.8K shares-0.22%2026-03-312026-04-23

SCHH SCHWAB STRATEGIC TR23.7K shares-6.24%2026-03-312026-04-23

SYY SYSCO CORP7.1K shares4.40%2026-03-312026-04-23

ESGD ISHARES TR5.2K shares0.97%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC118 shares5.36%2026-03-312026-04-23

IBB ISHARES TR2.9K shares-17.95%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR16.3K shares-10.14%2026-03-312026-04-23

BDX BECTON DICKINSON & CO2.8K shares-1.31%2026-03-312026-04-23

Sponsored

MUB ISHARES TR4.1K shares2.50%2026-03-312026-04-23

IAGG ISHARES TR8.4K shares-7.10%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC3.6K shares-1.55%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR17.8K shares-18.05%2026-03-312026-04-23

VGT VANGUARD WORLD FD580 shares-18.88%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS649 shares0.00%2026-03-312026-04-23

ADI ANALOG DEVICES INC1.2K shares-6.10%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares5.62%2026-03-312026-04-23

Sponsored

MMM 3M CO2.4K shares0.00%2026-03-312026-04-23

TFLO ISHARES TR6.7K shares-27.44%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR13.6K shares-11.19%2026-03-312026-04-23

MCD MCDONALDS CORP1.1K shares-0.46%2026-03-312026-04-23

EFA ISHARES TR3.4K shares0.00%2026-03-312026-04-23

SUSL ISHARES TR2.8K sharesnew addition2026-03-312026-04-23

CRM SALESFORCE INC1.7K shares-11.86%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.2K shares20.20%2026-03-312026-04-23

Sponsored

PANW PALO ALTO NETWORKS INC1.9K shares1.57%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC4.3K shares8.10%2026-03-312026-04-23

KEX KIRBY CORP2.2K shares-3.20%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC6.3K shares-16.47%2026-03-312026-04-23

ESGE ISHARES INC6.0K shares0.08%2026-03-312026-04-23

EA ELECTRONIC ARTS INC1.3K shares-4.33%2026-03-312026-04-23

INTU INTUIT623 shares-2.96%2026-03-312026-04-23

UNP UNION PAC CORP1.1K shares14.01%2026-03-312026-04-23

Sponsored

PFE PFIZER INC9.2K shares-4.48%2026-03-312026-04-23

SOXX ISHARES TR781 sharesnew addition2026-03-312026-04-23

ICVT ISHARES TR2.5K shares-8.04%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS3.2K shares-4.53%2026-03-312026-04-23

PWR QUANTA SVCS INC455 sharesnew addition2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC946 shares0.00%2026-03-312026-04-23

IWB ISHARES TR670 shares0.00%2026-03-312026-04-23

PSTG EVERPURE INC3.9K sharesnew addition2026-03-312026-04-23

Sponsored

MU MICRON TECHNOLOGY INC676 sharesnew addition2026-03-312026-04-23

ADSK AUTODESK INC901 shares-9.36%2026-03-312026-04-23

SUSB ISHARES TR8.6K shares3.22%2026-03-312026-04-23

IEF ISHARES TR2.2K shares-4.04%2026-03-312026-04-23

CB CHUBB LTD SWITZ650 shares0.00%2026-03-312026-04-23

MKC MCCORMICK & CO INC4.1K shares-10.37%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP1.1K sharesnew addition2026-03-312026-04-23

SUB ISHARES TR1.9K sharesnew addition2026-03-312026-04-23

Sponsored

CMCSA COMCAST CORP NEW7.1K sharesnew addition2026-03-312026-04-23

IVV

ISHARES TR

-0.36%

Shares25.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

2.61%

Shares18.5K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

-8.60%

Shares131.0K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-1.04%

Shares50.5K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

3.54%

Shares104.0K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-2.10%

Shares26.3K

Event2026-03-31

Filed2026-04-23

HEFA

ISHARES TR

19.48%

Shares140.1K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

14.24%

Shares93.9K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-3.72%

Shares39.5K

Event2026-03-31

Filed2026-04-23

BUFR

FIRST TR EXCHNG TRADED FD VI

-12.19%

Shares144.0K

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

-1.86%

Shares197.9K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

-1.57%

Shares158.1K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

-8.01%

Shares176.9K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.07%

Shares11.1K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

13.25%

Shares42.4K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-3.74%

Shares16.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.26%

Shares21.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-3.54%

Shares12.7K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

5.43%

Shares39.4K

Event2026-03-31

Filed2026-04-23

EMXC

ISHARES INC

11.69%

Shares44.3K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

6.32%

Shares34.6K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

16.64%

Shares17.3K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-0.87%

Shares10.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-1.52%

Shares10.8K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-1.31%

Shares15.0K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

-0.99%

Shares8.4K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.02%

Shares14.7K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

5.45%

Shares11.4K

Event2026-03-31

Filed2026-04-23

IGIB

ISHARES TR

4.03%

Shares43.7K

Event2026-03-31

Filed2026-04-23

VPU

VANGUARD WORLD FD

-11.44%

Shares11.7K

Event2026-03-31

Filed2026-04-23

LMBS

FIRST TR EXCHANGE-TRADED FD

-7.62%

Shares45.6K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

3.32%

Shares15.2K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

0.44%

Shares33.4K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

11.92%

Shares23.5K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

-0.06%

Shares20.6K

Event2026-03-31

Filed2026-04-23

GVI

ISHARES TR

15.73%

Shares17.6K

Event2026-03-31

Filed2026-04-23

FLOT

ISHARES TR

-5.64%

Shares36.6K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

-15.46%

Shares73.1K

Event2026-03-31

Filed2026-04-23

SCHV

SCHWAB STRATEGIC TR

8.04%

Shares60.0K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

-1.87%

Shares10.8K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-0.54%

Shares11.5K

Event2026-03-31

Filed2026-04-23

VFH

VANGUARD WORLD FD

-13.05%

Shares13.2K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

2.41%

Shares16.2K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-6.29%

Shares18.8K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

9.80%

Shares20.8K

Event2026-03-31

Filed2026-04-23

VOX

VANGUARD WORLD FD

-15.26%

Shares7.8K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-0.69%

Shares9.0K

Event2026-03-31

Filed2026-04-23

SUSA

ISHARES TR

-12.61%

Shares10.2K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC

4.26%

Shares5.0K

Event2026-03-31

Filed2026-04-23

GNMA

ISHARES TR

-39.52%

Shares28.0K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

10.50%

Shares12.8K

Event2026-03-31

Filed2026-04-23

QLTA

ISHARES TR

2.28%

Shares25.3K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

4.40%

Shares3.3K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-0.78%

Shares1.7K

Event2026-03-31

Filed2026-04-23

VISA INC

0.10%

Shares3.8K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

3.30%

Shares9.3K

Event2026-03-31

Filed2026-04-23