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Bigelow Investment Advisors, LLC

Q3 2025 · 13F-HR

Bigelow Investment Advisors, LLCholdings as filed

Filed 2025-10-22 · accession 0002085853-25-000138

$248.1M
Reported value
149
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$16.4M6.61%24,494CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$12.5M5.03%18,731CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.0M4.44%50,987CommonSOLE
464285204IAUISHARES GOLD TR$10.4M4.18%142,474CommonSOLE
037833100AAPLAPPLE INC$7.0M2.81%27,346CommonSOLE
464287507IJHISHARES TR$6.3M2.55%96,790CommonSOLE
594918104MSFTMICROSOFT CORP$5.7M2.31%11,069CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$5.5M2.22%209,170CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$5.2M2.11%156,385CommonSOLE
464287804IJRISHARES TR$5.2M2.09%43,550CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$5.1M2.04%158,860CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.3M1.74%23,078CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$4.2M1.68%170,717CommonSOLE
46434V803HEFAISHARES TR$4.1M1.64%102,451CommonSOLE
464288646IGSBISHARES TR$3.5M1.43%66,853CommonSOLE
02079K305GOOGLALPHABET INC$3.4M1.38%14,101CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.4M1.35%10,642CommonSOLE
46432F842IEFAISHARES TR$3.2M1.30%36,830CommonSOLE
464288588MBBISHARES TR$3.2M1.27%33,182CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.1M1.26%16,870CommonSOLE
464287226AGGISHARES TR$3.0M1.21%30,020CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.9M1.16%8,679CommonSOLE
02079K107GOOGALPHABET INC$2.7M1.10%11,208CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.7M1.09%14,222CommonSOLE
75513E101RTXRTX CORPORATION$2.6M1.04%15,416CommonSOLE
46434G764EMXCISHARES INC$2.5M1.02%37,453CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$2.5M1.02%50,749CommonSOLE
46429B333GNMAISHARES TR$2.4M0.98%54,543CommonSOLE
023135106AMZNAMAZON COM INC$2.4M0.97%10,938CommonSOLE
92204A876VPUVANGUARD WORLD FD$2.3M0.94%12,360CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.2M0.90%87,238CommonSOLE
464288638IGIBISHARES TR$2.2M0.88%40,133CommonSOLE
68389X105ORCLORACLE CORP$2.1M0.86%7,601CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.0M0.81%33,607CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.81%14,272CommonSOLE
46429B655FLOTISHARES TR$2.0M0.80%38,707CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.9M0.76%14,306CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M0.74%11,931CommonSOLE
254687106DISDISNEY WALT CO$1.8M0.72%15,527CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$1.7M0.70%59,250CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.7M0.69%20,476CommonSOLE
464288802SUSAISHARES TR$1.7M0.69%12,630CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.7M0.67%22,159CommonSOLE
92204A884VOXVANGUARD WORLD FD$1.7M0.67%8,814CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.65%14,353CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.64%10,937CommonSOLE
464288612GVIISHARES TR$1.5M0.62%14,379CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.5M0.61%4,471CommonSOLE
775711104ROLROLLINS INC$1.5M0.61%25,800CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.58%21,077CommonSOLE
64110L106NFLXNETFLIX INC$1.3M0.54%1,108CommonSOLE
713448108PEPPEPSICO INC$1.3M0.53%9,444CommonSOLE
92826C839VVISA INC$1.3M0.53%3,843CommonSOLE
278865100ECLECOLAB INC$1.3M0.52%4,725CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.52%8,864CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.50%1,704CommonSOLE
437076102HDHOME DEPOT INC$1.2M0.50%3,051CommonSOLE
G29183103ETNEATON CORP PLC$1.2M0.47%3,147CommonSOLE
46434G103IEMGISHARES INC$1.1M0.45%16,928CommonSOLE
92204A504VHTVANGUARD WORLD FD$1.1M0.44%4,204CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.43%11,257CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$1.1M0.43%39,614CommonSOLE
235851102DHRDANAHER CORPORATION$1.1M0.43%5,377CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.43%20,448CommonSOLE
46429B291QLTAISHARES TR$1.0M0.42%21,382CommonSOLE
548661107LOWLOWES COS INC$1.0M0.41%4,078CommonSOLE
46435G425ESGUISHARES TR$1.0M0.41%6,944CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$972,1520.39%17,943CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$971,0100.39%2,002CommonSOLE
882508104TXNTEXAS INSTRS INC$946,5770.38%5,152CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$942,6380.38%1,875CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$937,9680.38%1,649CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$930,5770.38%31,396CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$900,7760.36%7,279CommonSOLE
45168D104IDXXIDEXX LABS INC$878,4740.35%1,375CommonSOLE
149123101CATCATERPILLAR INC$818,3120.33%1,715CommonSOLE
855244109SBUXSTARBUCKS CORP$808,3530.33%9,555CommonSOLE
654106103NKENIKE INC$802,1040.32%11,503CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$799,3700.32%2,315CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$758,4710.31%9,488CommonSOLE
038222105AMATAPPLIED MATLS INC$748,1200.30%3,654CommonSOLE
464287176TIPISHARES TR$743,1720.30%6,682CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$734,0250.30%793CommonSOLE
464287788IYFISHARES TR$723,3680.29%5,712CommonSOLE
12572Q105CMECME GROUP INC$707,6280.29%2,619CommonSOLE
244199105DEDEERE & CO$707,3810.29%1,547CommonSOLE
464287655IWMISHARES TR$695,1380.28%2,873CommonSOLE
92204A207VDCVANGUARD WORLD FD$693,1260.28%3,243CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$691,5740.28%2,451CommonSOLE
464288570DSIISHARES TR$684,5850.28%5,435CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$664,7880.27%15,126CommonSOLE
09260D107BXBLACKSTONE INC$657,2600.26%3,847CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$651,3670.26%4,026CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$600,8790.24%25,602CommonSOLE
58933Y105MRKMERCK & CO INC$597,7490.24%7,122CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$593,9200.24%110CommonSOLE
126408103CSXCSX CORP$572,8120.23%16,131CommonSOLE
438516106HONHONEYWELL INTL INC$571,7180.23%2,716CommonSOLE
78463V107GLDSPDR GOLD TR$566,9750.23%1,595CommonSOLE
464288661IEIISHARES TR$565,5210.23%4,732CommonSOLE
931142103WMTWALMART INC$557,7610.22%5,412CommonSOLE
375558103GILDGILEAD SCIENCES INC$556,9980.22%5,018CommonSOLE
075887109BDXBECTON DICKINSON & CO$555,3330.22%2,967CommonSOLE
871829107SYYSYSCO CORP$548,2200.22%6,658CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$543,4460.22%6,506CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$541,3390.22%1,802CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$540,5070.22%19,373CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$536,2790.22%7,997CommonSOLE
92204A702VGTVANGUARD WORLD FD$533,8400.22%715CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$533,7280.22%24,744CommonSOLE
31428X106FDXFEDEX CORP$528,2140.21%2,240CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$522,3860.21%1,238CommonSOLE
46435G672IAGGISHARES TR$512,0950.21%9,996CommonSOLE
464287556IBBISHARES TR$505,0060.20%3,498CommonSOLE
532457108LLYELI LILLY & CO$497,4760.20%652CommonSOLE
46434V860TFLOISHARES TR$483,8930.20%9,565CommonSOLE
46435G516ESGDISHARES TR$479,9370.19%5,162CommonSOLE
79466L302CRMSALESFORCE INC$453,8550.18%1,915CommonSOLE
464288414MUBISHARES TR$447,1520.18%4,199CommonSOLE
461202103INTUINTUIT$422,0380.17%618CommonSOLE
00724F101ADBEADOBE INC$410,6010.17%1,164CommonSOLE
052769106ADSKAUTODESK INC$400,9000.16%1,262CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$398,9710.16%501CommonSOLE
922908363VOOVANGUARD INDEX FDS$397,4350.16%649CommonSOLE
88579Y101MMM3M CO$370,8800.15%2,390CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$366,4540.15%15,741CommonSOLE
78464A359CWBSPDR SERIES TRUST$365,9820.15%4,044CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$360,6280.15%3,681CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$350,0230.14%1,719CommonSOLE
337738108FISVFISERV INC$338,6990.14%2,627CommonSOLE
717081103PFEPFIZER INC$336,9220.14%13,223CommonSOLE
580135101MCDMCDONALDS CORP$330,3280.13%1,087CommonSOLE
579780206MKCMCCORMICK & CO INC$320,0970.13%4,784CommonSOLE
464287465EFAISHARES TR$307,6540.12%3,295CommonSOLE
032654105ADIANALOG DEVICES INC$301,9650.12%1,229CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$299,9770.12%3,753CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$295,2330.12%1,957CommonSOLE
285512109EAELECTRONIC ARTS INC$283,7920.11%1,407CommonSOLE
46435G102ICVTISHARES TR$278,9390.11%2,788CommonSOLE
464287622IWBISHARES TR$263,1460.11%720CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$259,7400.10%930CommonSOLE
46434G863ESGEISHARES INC$255,7440.10%5,890CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$249,5470.10%957CommonSOLE
20030N101CMCSACOMCAST CORP NEW$242,7510.10%7,726CommonSOLE
002824100ABTABBOTT LABS$241,4940.10%1,803CommonSOLE
46435U853USHYISHARES TR$236,6920.10%6,265CommonSOLE
907818108UNPUNION PAC CORP$221,2420.09%936CommonSOLE
464287481IWPISHARES TR$206,4950.08%1,450CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$202,1880.08%2,405CommonSOLE

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.