The Analysis of Bigelow Investment Advisors, LLC's Holdings


Currently, Bigelow Investment Advisors, LLC holds 149 types of securities in its portfolio with a total value $248.1M. In the most recent quarter, they have increased their positions in BUFR (+156.4K shares, valued at $5.2M), ANET (+8.9K shares, valued at $1.3M), HEFA (+20.0K shares, valued at $791.0K); decreased their positions in IJR (-13.7K shares, valued at $1.6M), AAPL (-4.3K shares, valued at $1.1M), SPY (-818 shares, valued at $544.9K); initiated new positions in BUFR (+156.4K shares, valued at $5.2M), ANET (+8.9K shares, valued at $1.3M), VRT (+2.0K shares, valued at $295.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR24.5K shares0.81%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR18.7K shares-4.18%2025-09-302025-10-22history
VIG VANGUARD SPECIALIZED FUNDS51.0K shares-0.22%2025-09-302025-10-22history
IAU ISHARES GOLD TR142.5K shares6.19%2025-09-302025-10-22history
AAPL APPLE INC27.3K shares-13.72%2025-09-302025-10-22history
IJH ISHARES TR96.8K shares-3.86%2025-09-302025-10-22history
MSFT MICROSOFT CORP11.1K shares-0.67%2025-09-302025-10-22history
SCHX SCHWAB STRATEGIC TR209.2K shares-2.78%2025-09-302025-10-22history
Sponsored
BUFR FIRST TR EXCHNG TRADED FD VI156.4K sharesnew addition2025-09-302025-10-22history
IJR ISHARES TR43.5K shares-23.98%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR158.9K shares2.11%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION23.1K shares-3.03%2025-09-302025-10-22history
SCHO SCHWAB STRATEGIC TR170.7K shares-5.82%2025-09-302025-10-22history
HEFA ISHARES TR102.5K shares24.21%2025-09-302025-10-22history
IGSB ISHARES TR66.9K shares12.26%2025-09-302025-10-22history
GOOGL ALPHABET INC14.1K shares1.83%2025-09-302025-10-22history
Sponsored
JPM JPMORGAN CHASE & CO.10.6K shares-0.11%2025-09-302025-10-22history
IEFA ISHARES TR36.8K shares-0.08%2025-09-302025-10-22history
MBB ISHARES TR33.2K shares13.87%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON16.9K shares-1.37%2025-09-302025-10-22history
AGG ISHARES TR30.0K shares11.38%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO8.7K shares-3.42%2025-09-302025-10-22history
GOOG ALPHABET INC11.2K shares-3.93%2025-09-302025-10-22history
RSP INVESCO EXCHANGE TRADED FD T14.2K shares21.89%2025-09-302025-10-22history
Sponsored
RTX RTX CORPORATION15.4K shares-7.18%2025-09-302025-10-22history
EMXC ISHARES INC37.5K shares17.30%2025-09-302025-10-22history
LMBS FIRST TR EXCHANGE-TRADED FD50.7K shares4.95%2025-09-302025-10-22history
GNMA ISHARES TR54.5K shares-13.96%2025-09-302025-10-22history
AMZN AMAZON COM INC10.9K shares-3.19%2025-09-302025-10-22history
VPU VANGUARD WORLD FD12.4K shares-3.16%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR87.2K shares-0.37%2025-09-302025-10-22history
IGIB ISHARES TR40.1K shares15.20%2025-09-302025-10-22history
Sponsored
ORCL ORACLE CORP7.6K shares-1.05%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS33.6K shares-2.65%2025-09-302025-10-22history
VYM VANGUARD WHITEHALL FDS14.3K shares7.14%2025-09-302025-10-22history
FLOT ISHARES TR38.7K shares-3.42%2025-09-302025-10-22history
VFH VANGUARD WORLD FD14.3K shares14.39%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO11.9K shares1.76%2025-09-302025-10-22history
DIS DISNEY WALT CO15.5K shares2.24%2025-09-302025-10-22history
SCHV SCHWAB STRATEGIC TR59.3K shares1.93%2025-09-302025-10-22history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS20.5K shares9.87%2025-09-302025-10-22history
SUSA ISHARES TR12.6K shares1.10%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC22.2K shares2.37%2025-09-302025-10-22history
VOX VANGUARD WORLD FD8.8K shares4.58%2025-09-302025-10-22history
XOM EXXON MOBIL CORP14.4K shares1.62%2025-09-302025-10-22history
TJX TJX COS INC NEW10.9K shares-5.29%2025-09-302025-10-22history
GVI ISHARES TR14.4K shares26.29%2025-09-302025-10-22history
GD GENERAL DYNAMICS CORP4.5K shares0.00%2025-09-302025-10-22history
Sponsored
ROL ROLLINS INC25.8K shares0.00%2025-09-302025-10-22history
CSCO CISCO SYS INC21.1K shares-5.09%2025-09-302025-10-22history
NFLX NETFLIX INC1.1K shares2.50%2025-09-302025-10-22history
PEP PEPSICO INC9.4K shares-4.28%2025-09-302025-10-22history
V VISA INC3.8K shares0.84%2025-09-302025-10-22history
ECL ECOLAB INC4.7K shares2.27%2025-09-302025-10-22history
ANET ARISTA NETWORKS INC8.9K sharesnew addition2025-09-302025-10-22history
META META PLATFORMS INC1.7K shares2.59%2025-09-302025-10-22history
Sponsored
HD HOME DEPOT INC3.1K shares0.03%2025-09-302025-10-22history
ETN EATON CORP PLC3.1K shares0.58%2025-09-302025-10-22history
IEMG ISHARES INC16.9K shares3.58%2025-09-302025-10-22history
VHT VANGUARD WORLD FD4.2K shares-23.65%2025-09-302025-10-22history
MDT MEDTRONIC PLC11.3K shares-5.20%2025-09-302025-10-22history
SCHP SCHWAB STRATEGIC TR39.6K shares-0.62%2025-09-302025-10-22history
DHR DANAHER CORPORATION5.4K shares-0.22%2025-09-302025-10-22history
BAC BANK AMERICA CORP20.4K shares1.33%2025-09-302025-10-22history
Sponsored
QLTA ISHARES TR21.4K shares2.69%2025-09-302025-10-22history
LOW LOWES COS INC4.1K shares-0.80%2025-09-302025-10-22history
ESGU ISHARES TR6.9K shares-1.22%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F17.9K shares-4.93%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC2.0K shares-1.81%2025-09-302025-10-22history
TXN TEXAS INSTRS INC5.2K shares-5.68%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares-0.27%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED1.6K shares-4.63%2025-09-302025-10-22history
Sponsored
SCHM SCHWAB STRATEGIC TR31.4K shares-4.37%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW7.3K shares-0.57%2025-09-302025-10-22history
IDXX IDEXX LABS INC1.4K shares-1.93%2025-09-302025-10-22history
CAT CATERPILLAR INC1.7K shares2.76%2025-09-302025-10-22history
SBUX STARBUCKS CORP9.6K shares0.94%2025-09-302025-10-22history
NKE NIKE INC11.5K shares0.99%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC2.3K shares-40.27%2025-09-302025-10-22history
CL COLGATE PALMOLIVE CO9.5K shares5.95%2025-09-302025-10-22history
Sponsored
AMAT APPLIED MATLS INC3.7K shares2.96%2025-09-302025-10-22history
TIP ISHARES TR6.7K shares-13.09%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW793 shares18.54%2025-09-302025-10-22history
IYF ISHARES TR5.7K shares-0.44%2025-09-302025-10-22history
CME CME GROUP INC2.6K shares-3.50%2025-09-302025-10-22history
DE DEERE & CO1.5K shares-1.65%2025-09-302025-10-22history
IWM ISHARES TR2.9K shares-5.43%2025-09-302025-10-22history
VDC VANGUARD WORLD FD3.2K shares141.65%2025-09-302025-10-22history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS2.5K shares0.00%2025-09-302025-10-22history
DSI ISHARES TR5.4K shares-11.97%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC15.1K shares7.38%2025-09-302025-10-22history
BX BLACKSTONE INC3.8K shares7.04%2025-09-302025-10-22history
AMD ADVANCED MICRO DEVICES INC4.0K shares0.90%2025-09-302025-10-22history
SCHZ SCHWAB STRATEGIC TR25.6K shares-4.26%2025-09-302025-10-22history
MRK MERCK & CO INC7.1K shares-6.78%2025-09-302025-10-22history
BKNG BOOKING HOLDINGS INC110 shares1.85%2025-09-302025-10-22history
Sponsored
CSX CSX CORP16.1K shares-2.12%2025-09-302025-10-22history
HON HONEYWELL INTL INC2.7K shares4.95%2025-09-302025-10-22history
GLD SPDR GOLD TR1.6K shares0.00%2025-09-302025-10-22history
IEI ISHARES TR4.7K shares7.62%2025-09-302025-10-22history
WMT WALMART INC5.4K shares15.44%2025-09-302025-10-22history
GILD GILEAD SCIENCES INC5.0K shares0.00%2025-09-302025-10-22history
BDX BECTON DICKINSON & CO3.0K shares1.54%2025-09-302025-10-22history
SYY SYSCO CORP6.7K shares-3.21%2025-09-302025-10-22history
Sponsored
UPS UNITED PARCEL SERVICE INC6.5K shares-11.40%2025-09-302025-10-22history
NSC NORFOLK SOUTHN CORP1.8K shares-1.10%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR19.4K shares-9.91%2025-09-302025-10-22history
PYPL PAYPAL HLDGS INC8.0K shares-4.73%2025-09-302025-10-22history
VGT VANGUARD WORLD FD715 shares0.00%2025-09-302025-10-22history
SCHH SCHWAB STRATEGIC TR24.7K shares-22.13%2025-09-302025-10-22history
FDX FEDEX CORP2.2K shares-2.01%2025-09-302025-10-22history
TT TRANE TECHNOLOGIES PLC1.2K shares0.32%2025-09-302025-10-22history
Sponsored
IAGG ISHARES TR10.0K shares9.07%2025-09-302025-10-22history
IBB ISHARES TR3.5K shares-48.10%2025-09-302025-10-22history
LLY ELI LILLY & CO652 shares17.06%2025-09-302025-10-22history
TFLO ISHARES TR9.6K shares-4.97%2025-09-302025-10-22history
ESGD ISHARES TR5.2K shares0.00%2025-09-302025-10-22history
CRM SALESFORCE INC1.9K shares8.87%2025-09-302025-10-22history
MUB ISHARES TR4.2K shares-12.37%2025-09-302025-10-22history
INTU INTUIT618 shares-4.92%2025-09-302025-10-22history
Sponsored
ADBE ADOBE INC1.2K shares2.92%2025-09-302025-10-22history
ADSK AUTODESK INC1.3K shares-21.08%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC501 shares48.22%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS649 shares-7.42%2025-09-302025-10-22history
MMM 3M CO2.4K shares0.00%2025-09-302025-10-22history
SCHF SCHWAB STRATEGIC TR15.7K shares-1.84%2025-09-302025-10-22history
CWB SPDR SERIES TRUST4.0K shares-4.22%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC3.7K shares-2.82%2025-09-302025-10-22history
Sponsored
PANW PALO ALTO NETWORKS INC1.7K shares7.64%2025-09-302025-10-22history
FI FISERV INC2.6K shares21.06%2025-09-302025-10-22history
PFE PFIZER INC13.2K shares-11.21%2025-09-302025-10-22history
MCD MCDONALDS CORP1.1K shares-2.42%2025-09-302025-10-22history
MKC MCCORMICK & CO INC4.8K shares-3.39%2025-09-302025-10-22history
EFA ISHARES TR3.3K shares0.49%2025-09-302025-10-22history
ADI ANALOG DEVICES INC1.2K shares0.00%2025-09-302025-10-22history
VCSH VANGUARD SCOTTSDALE FDS3.8K shares-13.78%2025-09-302025-10-22history
Sponsored
VRT VERTIV HOLDINGS CO2.0K sharesnew addition2025-09-302025-10-22history
EA ELECTRONIC ARTS INC1.4K shares-23.49%2025-09-302025-10-22history
ICVT ISHARES TR2.8K shares-1.31%2025-09-302025-10-22history
IWB ISHARES TR720 shares0.00%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD930 sharesnew addition2025-09-302025-10-22history
ESGE ISHARES INC5.9K shares-0.14%2025-09-302025-10-22history
ITW ILLINOIS TOOL WKS INC957 shares-1.95%2025-09-302025-10-22history
CMCSA COMCAST CORP NEW7.7K shares10.83%2025-09-302025-10-22history
Sponsored
ABT ABBOTT LABS1.8K shares-2.75%2025-09-302025-10-22history
USHY ISHARES TR6.3K shares3.45%2025-09-302025-10-22history
UNP UNION PAC CORP936 shares7.46%2025-09-302025-10-22history
IWP ISHARES TR1.4K shares0.00%2025-09-302025-10-22history
MRVL MARVELL TECHNOLOGY INC2.4K sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available