Q1 2025 · 13F-HR
Bigelow Investment Advisors, LLCholdings as filed
Filed 2025-04-21 · accession 0001667731-25-000457
$210.5M
Reported value
146
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $13.3M | 6.34% | 23,737 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $11.9M | 5.66% | 21,305 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $9.9M | 4.72% | 51,177 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $7.9M | 3.73% | 133,228 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $6.4M | 3.02% | 28,602 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $6.0M | 2.83% | 101,983 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $5.7M | 2.69% | 54,118 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $4.8M | 2.27% | 216,382 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $4.3M | 2.03% | 11,376 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $3.9M | 1.84% | 155,067 | Common | NONE |
| 46429B333 | GNMA | ISHARES TR | $3.1M | 1.49% | 71,484 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $3.0M | 1.45% | 124,979 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $2.9M | 1.39% | 55,717 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.37% | 17,328 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $2.8M | 1.32% | 36,692 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $2.7M | 1.28% | 27,151 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.6M | 1.24% | 10,663 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.6M | 1.22% | 23,606 | Common | NONE |
| 46434V803 | HEFA | ISHARES TR | $2.5M | 1.17% | 68,024 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $2.4M | 1.15% | 9,010 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.3M | 1.10% | 14,970 | Common | NONE |
| 33739Q200 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.06% | 45,364 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $2.2M | 1.06% | 4,255 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $2.2M | 1.05% | 16,723 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.1M | 1.01% | 11,140 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2.1M | 1.00% | 41,101 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.0M | 0.95% | 11,764 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $1.9M | 0.92% | 20,671 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $1.9M | 0.91% | 88,666 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $1.9M | 0.90% | 36,119 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.9M | 0.89% | 36,791 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.8M | 0.87% | 11,787 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $1.8M | 0.86% | 10,590 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $1.7M | 0.81% | 13,227 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.7M | 0.80% | 14,158 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.77% | 9,378 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.5M | 0.73% | 21,759 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $1.5M | 0.72% | 27,451 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $1.5M | 0.71% | 10,023 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $1.5M | 0.71% | 56,441 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.5M | 0.71% | 15,147 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.4M | 0.69% | 23,446 | Common | NONE |
| 464288802 | SUSA | ISHARES TR | $1.4M | 0.68% | 12,532 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.4M | 0.68% | 5,403 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $1.4M | 0.67% | 11,825 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $1.4M | 0.67% | 11,555 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $1.4M | 0.67% | 17,150 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $1.4M | 0.66% | 25,800 | Common | NONE |
| 92826C839 | V | VISA INC | $1.3M | 0.63% | 3,812 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.2M | 0.58% | 4,483 | Common | NONE |
| 278865100 | ECL | ECOLAB INC | $1.2M | 0.55% | 4,563 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $1.1M | 0.54% | 5,588 | Common | NONE |
| 92204A884 | VOX | VANGUARD WORLD FD | $1.1M | 0.54% | 7,592 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.1M | 0.53% | 3,039 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $1.1M | 0.53% | 12,388 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.52% | 2,067 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.1M | 0.52% | 7,807 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $1.1M | 0.51% | 8,327 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.1M | 0.50% | 5,871 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.0M | 0.49% | 2,063 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.0M | 0.48% | 1,858 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $1.0M | 0.48% | 37,214 | Common | NONE |
| 464288612 | GVI | ISHARES TR | $996,376 | 0.47% | 9,398 | Common | NONE |
| 46429B291 | QLTA | ISHARES TR | $967,045 | 0.46% | 20,346 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $965,169 | 0.46% | 1,035 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $960,216 | 0.46% | 1,666 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $954,234 | 0.45% | 4,091 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $947,156 | 0.45% | 20,927 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $939,114 | 0.45% | 9,574 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $901,254 | 0.43% | 34,399 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $877,444 | 0.42% | 16,258 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $868,792 | 0.41% | 7,123 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $858,837 | 0.41% | 7,731 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $857,027 | 0.41% | 7,030 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $825,548 | 0.39% | 3,037 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $814,820 | 0.39% | 19,526 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $811,066 | 0.39% | 7,374 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $799,448 | 0.38% | 8,532 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $790,786 | 0.38% | 8,810 | Common | NONE |
| 654106103 | NKE | NIKE INC | $752,682 | 0.36% | 11,857 | Common | NONE |
| 244199105 | DE | DEERE & CO | $735,002 | 0.35% | 1,566 | Common | NONE |
| 12572Q105 | CME | CME GROUP INC | $715,752 | 0.34% | 2,698 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $710,549 | 0.34% | 30,680 | Common | NONE |
| 464287788 | IYF | ISHARES TR | $680,486 | 0.32% | 6,030 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $673,629 | 0.32% | 31,317 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO | $663,587 | 0.32% | 2,897 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $652,185 | 0.31% | 6,368 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $638,402 | 0.30% | 675 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $618,292 | 0.29% | 5,518 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $610,682 | 0.29% | 13,463 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $609,466 | 0.29% | 2,451 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $605,875 | 0.29% | 3,037 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $596,329 | 0.28% | 1,420 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $565,587 | 0.27% | 8,668 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $565,580 | 0.27% | 5,364 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $544,361 | 0.26% | 2,233 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $543,291 | 0.26% | 10,868 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $534,936 | 0.25% | 1,622 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $520,532 | 0.25% | 10,275 | Common | NONE |
| 126408103 | CSX | CSX CORP | $512,023 | 0.24% | 17,398 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $503,932 | 0.24% | 21,508 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $501,390 | 0.24% | 3,455 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $494,648 | 0.23% | 2,336 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $490,687 | 0.23% | 6,539 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $488,332 | 0.23% | 106 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $487,187 | 0.23% | 948 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $483,639 | 0.23% | 3,460 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $459,583 | 0.22% | 1,595 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $448,204 | 0.21% | 3,794 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $446,936 | 0.21% | 1,887 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $445,478 | 0.21% | 1,660 | Common | NONE |
| 337738108 | FISV | FISERV INC | $433,048 | 0.21% | 1,961 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $424,518 | 0.20% | 514 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $421,661 | 0.20% | 5,162 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $414,596 | 0.20% | 1,081 | Common | NONE |
| 579780206 | MKC | MCCORMICK & CO INC | $409,163 | 0.19% | 4,971 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $408,684 | 0.19% | 1,213 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $408,278 | 0.19% | 16,112 | Common | NONE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $406,089 | 0.19% | 14,189 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $403,696 | 0.19% | 1,542 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $390,926 | 0.19% | 3,805 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $387,802 | 0.18% | 715 | Common | NONE |
| 931142103 | WMT | WALMART INC | $380,131 | 0.18% | 4,330 | Common | NONE |
| 461202103 | INTU | INTUIT | $379,446 | 0.18% | 618 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $357,046 | 0.17% | 4,523 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $350,995 | 0.17% | 2,390 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $347,980 | 0.17% | 1,114 | Common | NONE |
| 78464A359 | CWB | SPDR SER TR | $345,250 | 0.16% | 4,506 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $318,022 | 0.15% | 16,078 | Common | NONE |
| 285512109 | EA | ELECTRONIC ARTS INC | $294,676 | 0.14% | 2,039 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $276,656 | 0.13% | 888 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $267,993 | 0.13% | 3,279 | Common | NONE |
| 46435G102 | ICVT | ISHARES TR | $265,211 | 0.13% | 3,172 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $260,145 | 0.12% | 7,050 | Common | NONE |
| 189054109 | CLX | CLOROX CO DEL | $253,859 | 0.12% | 1,724 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $252,206 | 0.12% | 1,478 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $247,852 | 0.12% | 1,229 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $245,933 | 0.12% | 1,854 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $242,058 | 0.11% | 976 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $224,983 | 0.11% | 6,112 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $220,853 | 0.10% | 720 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $219,216 | 0.10% | 2,745 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $207,239 | 0.10% | 2,505 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $206,135 | 0.10% | 5,898 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $203,239 | 0.10% | 673 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $200,265 | 0.10% | 2,884 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.