Q2 2025 · 13F-HR
Bigelow Investment Advisors, LLCholdings as filed
Filed 2025-07-10 · accession 0001667731-25-000767
$226.9M
Reported value
147
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $15.1M | 6.65% | 24,296 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $12.1M | 5.32% | 19,549 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $10.5M | 4.61% | 51,101 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $8.4M | 3.69% | 134,163 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $6.3M | 2.76% | 57,291 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $6.2M | 2.75% | 100,680 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $5.8M | 2.55% | 31,695 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.5M | 2.44% | 11,144 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $5.3M | 2.32% | 215,145 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 2.00% | 155,584 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $4.4M | 1.95% | 181,271 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.8M | 1.66% | 23,798 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $3.1M | 1.38% | 59,550 | Common | NONE |
| 46434V803 | HEFA | ISHARES TR | $3.1M | 1.38% | 82,482 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $3.1M | 1.36% | 10,654 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $3.1M | 1.36% | 36,859 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $2.9M | 1.26% | 8,986 | Common | NONE |
| 46429B333 | GNMA | ISHARES TR | $2.8M | 1.23% | 63,390 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $2.7M | 1.21% | 29,140 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $2.7M | 1.18% | 26,952 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.15% | 17,105 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.5M | 1.09% | 11,299 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.4M | 1.08% | 13,848 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $2.4M | 1.07% | 16,609 | Common | NONE |
| 33739Q200 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.4M | 1.05% | 48,354 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $2.3M | 0.99% | 12,763 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.93% | 11,668 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $2.1M | 0.92% | 87,563 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.1M | 0.91% | 11,666 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2.0M | 0.90% | 40,079 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $2.0M | 0.89% | 31,929 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $2.0M | 0.87% | 34,521 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.9M | 0.83% | 15,187 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.9M | 0.82% | 11,725 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $1.9M | 0.82% | 34,839 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $1.8M | 0.78% | 13,321 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.7M | 0.74% | 7,682 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $1.6M | 0.71% | 58,128 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $1.6M | 0.70% | 12,506 | Common | NONE |
| 464288802 | SUSA | ISHARES TR | $1.6M | 0.70% | 12,493 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $1.5M | 0.68% | 18,636 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.5M | 0.68% | 22,208 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.5M | 0.67% | 14,124 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.5M | 0.66% | 21,646 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $1.5M | 0.64% | 25,800 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $1.4M | 0.64% | 1,081 | Common | NONE |
| 92204A884 | VOX | VANGUARD WORLD FD | $1.4M | 0.64% | 8,428 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $1.4M | 0.63% | 11,548 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.4M | 0.60% | 5,506 | Common | NONE |
| 92826C839 | V | VISA INC | $1.4M | 0.60% | 3,811 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.3M | 0.57% | 4,471 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $1.3M | 0.57% | 9,866 | Common | NONE |
| 278865100 | ECL | ECOLAB INC | $1.2M | 0.55% | 4,620 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.2M | 0.54% | 1,661 | Common | NONE |
| 464288612 | GVI | ISHARES TR | $1.2M | 0.54% | 11,386 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.53% | 3,876 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.1M | 0.50% | 5,462 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.1M | 0.49% | 3,050 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $1.1M | 0.49% | 3,129 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $1.1M | 0.47% | 5,389 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $1.1M | 0.47% | 39,861 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $1.0M | 0.46% | 11,874 | Common | NONE |
| 46429B291 | QLTA | ISHARES TR | $996,124 | 0.44% | 20,822 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $981,070 | 0.43% | 16,343 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $971,594 | 0.43% | 1,729 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $954,918 | 0.42% | 20,180 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $951,159 | 0.42% | 7,030 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $933,508 | 0.41% | 18,874 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $920,910 | 0.41% | 32,831 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $913,248 | 0.40% | 1,880 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $912,054 | 0.40% | 4,111 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $867,370 | 0.38% | 9,466 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $863,878 | 0.38% | 7,321 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $852,677 | 0.38% | 6,740 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $845,988 | 0.37% | 7,688 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $826,733 | 0.36% | 2,039 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $814,010 | 0.36% | 8,955 | Common | NONE |
| 654106103 | NKE | NIKE INC | $809,146 | 0.36% | 11,390 | Common | NONE |
| 244199105 | DE | DEERE & CO | $799,855 | 0.35% | 1,573 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $751,949 | 0.33% | 1,402 | Common | NONE |
| 12572Q105 | CME | CME GROUP INC | $748,033 | 0.33% | 2,714 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $741,202 | 0.33% | 7,343 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $722,506 | 0.32% | 2,451 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $717,215 | 0.32% | 6,174 | Common | NONE |
| 464287788 | IYF | ISHARES TR | $694,120 | 0.31% | 5,737 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $672,359 | 0.30% | 31,775 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $662,270 | 0.29% | 669 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $655,476 | 0.29% | 3,038 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $649,715 | 0.29% | 3,549 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $647,922 | 0.29% | 1,669 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $625,238 | 0.28% | 108 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $623,842 | 0.27% | 8,394 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $621,438 | 0.27% | 26,740 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $609,501 | 0.27% | 14,086 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $604,782 | 0.27% | 7,640 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $602,693 | 0.27% | 2,588 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $566,181 | 0.25% | 3,990 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $556,346 | 0.25% | 5,018 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $544,026 | 0.24% | 21,503 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $539,764 | 0.24% | 1,234 | Common | NONE |
| 126408103 | CSX | CSX CORP | $537,775 | 0.24% | 16,481 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $537,591 | 0.24% | 3,594 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $523,639 | 0.23% | 4,397 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $521,015 | 0.23% | 6,879 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $519,631 | 0.23% | 2,286 | Common | NONE |
| 461202103 | INTU | INTUIT | $511,960 | 0.23% | 650 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $509,792 | 0.22% | 10,065 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO | $503,315 | 0.22% | 2,922 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $500,668 | 0.22% | 4,792 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $495,002 | 0.22% | 1,599 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $486,204 | 0.21% | 1,595 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $479,662 | 0.21% | 1,759 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $474,245 | 0.21% | 715 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $468,240 | 0.21% | 9,165 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $466,377 | 0.21% | 1,822 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $460,529 | 0.20% | 5,162 | Common | NONE |
| 931142103 | WMT | WALMART INC | $458,393 | 0.20% | 4,688 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $437,561 | 0.19% | 1,131 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $434,198 | 0.19% | 557 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $398,189 | 0.18% | 701 | Common | NONE |
| 579780206 | MKC | MCCORMICK & CO INC | $375,461 | 0.17% | 4,952 | Common | NONE |
| 337738108 | FISV | FISERV INC | $374,130 | 0.16% | 2,170 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $363,854 | 0.16% | 2,390 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $361,006 | 0.16% | 14,893 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $354,399 | 0.16% | 16,036 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $353,420 | 0.16% | 3,788 | Common | NONE |
| 78464A359 | CWB | SPDR SERIES TRUST | $348,991 | 0.15% | 4,222 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $346,064 | 0.15% | 4,353 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $326,810 | 0.14% | 1,597 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $325,477 | 0.14% | 1,114 | Common | NONE |
| 92204A207 | VDC | VANGUARD WORLD FD | $293,898 | 0.13% | 1,342 | Common | NONE |
| 285512109 | EA | ELECTRONIC ARTS INC | $293,688 | 0.13% | 1,839 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $293,110 | 0.13% | 3,279 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $292,527 | 0.13% | 1,229 | Common | NONE |
| 46435G102 | ICVT | ISHARES TR | $254,533 | 0.11% | 2,825 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $252,163 | 0.11% | 1,854 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $248,795 | 0.11% | 6,971 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $247,938 | 0.11% | 888 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $244,490 | 0.11% | 720 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $241,316 | 0.11% | 976 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $239,220 | 0.11% | 338 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $231,025 | 0.10% | 5,898 | Common | NONE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $230,203 | 0.10% | 7,042 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $227,161 | 0.10% | 6,056 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $212,858 | 0.09% | 3,084 | Common | NONE |
| 464287481 | IWP | ISHARES TR | $201,086 | 0.09% | 1,450 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $200,400 | 0.09% | 871 | 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.