Bigelow Investment Advisors, LLC
CIK: 0001729516SEC EDGAR →
Portfolio Value
$256.0B
Holdings
149
As of
Q4 2025
New Positions
149
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 25,697 | $17.6B | 6.88% |
| 2 | SPDR S&P 500 ETF TR | 18,067 | $12.3B | 4.81% |
| 3 | ISHARES GOLD TR | 143,370 | $11.6B | 4.55% |
| 4 | VANGUARD SPECIALIZED FUNDS | 51,034 | $11.2B | 4.38% |
| 5 | APPLE INC | 26,901 | $7.3B | 2.86% |
| 6 | ISHARES TR | 100,465 | $6.6B | 2.59% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 163,967 | $5.6B | 2.19% |
| 8 | MICROSOFT CORP | 11,088 | $5.4B | 2.09% |
| 9 | SCHWAB STRATEGIC TR | 160,652 | $5.2B | 2.05% |
| 10 | SCHWAB STRATEGIC TR | 192,311 | $5.2B | 2.02% |
Quarterly Changes
New Positions (149)
$17.6B · 26K shares
$12.3B · 18K shares
$11.6B · 143K shares
$11.2B · 51K shares
$7.3B · 27K shares
$6.6B · 100K shares
$5.6B · 164K shares
$5.4B · 11K shares
$5.2B · 161K shares
$5.2B · 192K shares
$4.9B · 41K shares
$4.9B · 202K shares
$4.8B · 117K shares
$4.3B · 82K shares
$4.1B · 13K shares
$4.0B · 21K shares
$3.6B · 37K shares
$3.5B · 17K shares
$3.4B · 11K shares
$3.4B · 11K shares
$3.3B · 37K shares
$3.3B · 33K shares
$3.1B · 8K shares
$2.9B · 40K shares
$2.8B · 15K shares
$2.8B · 15K shares
$2.5B · 11K shares
$2.5B · 49K shares
$2.4B · 13K shares
$2.3B · 86K shares
$2.3B · 42K shares
$2.1B · 15K shares
$2.1B · 33K shares
$2.1B · 46K shares
$2.0B · 15K shares
$2.0B · 39K shares
$1.8B · 16K shares
$1.8B · 9K shares
$1.8B · 15K shares
$1.8B · 21K shares
$1.7B · 11K shares
$1.7B · 21K shares
$1.7B · 12K shares
$1.6B · 56K shares
$1.6B · 12K shares
$1.6B · 15K shares
$1.5B · 26K shares
$1.5B · 20K shares
$1.5B · 4K shares
$1.5B · 8K shares
$1.3B · 4K shares
$1.3B · 9K shares
$1.3B · 19K shares
$1.3B · 5K shares
$1.2B · 2K shares
$1.2B · 5K shares
$1.2B · 25K shares
$1.2B · 2K shares
$1.2B · 9K shares
$1.2B · 4K shares
$1.1B · 21K shares
$1.1B · 12K shares
$1.1B · 11K shares
$1.0B · 3K shares
$1.0B · 38K shares
$999.0M · 3K shares
$989.0M · 7K shares
$973.0M · 4K shares
$953.0M · 2K shares
$942.0M · 2K shares
$919.0M · 2K shares
$903.0M · 1K shares
$901.0M · 17K shares
$864.0M · 7K shares
$856.0M · 4K shares
$836.0M · 28K shares
$791.0M · 7K shares
$789.0M · 9K shares
$780.0M · 5K shares
$763.0M · 4K shares
$760.0M · 2K shares
$739.0M · 2K shares
$736.0M · 6K shares
$728.0M · 3K shares
$727.0M · 9K shares
$719.0M · 7K shares
$712.0M · 2K shares
$707.0M · 820 shares
$707.0M · 3K shares
$706.0M · 7K shares
$679.0M · 11K shares
$665.0M · 5K shares
$658.0M · 2K shares
$649.0M · 604 shares
$647.0M · 6K shares
$630.0M · 3K shares
$627.0M · 15K shares
$616.0M · 5K shares
$607.0M · 2K shares
$602.0M · 4K shares
$599.0M · 112 shares
$582.0M · 16K shares
$576.0M · 6K shares
$568.0M · 4K shares
$550.0M · 3K shares
$547.0M · 3K shares
$538.0M · 715 shares
$527.0M · 25K shares
$520.0M · 2K shares
$516.0M · 18K shares
$509.0M · 2K shares
$507.0M · 22K shares
$503.0M · 573 shares
$502.0M · 7K shares
$491.0M · 1K shares
$490.0M · 5K shares
$466.0M · 9K shares
$451.0M · 9K shares
$438.0M · 8K shares
$427.0M · 4K shares
$425.0M · 642 shares
$407.0M · 649 shares
$383.0M · 2K shares
$368.0M · 15K shares
$359.0M · 4K shares
$352.0M · 2K shares
$346.0M · 2K shares
$333.0M · 1K shares
$332.0M · 1K shares
$323.0M · 3K shares
$323.0M · 4K shares
$315.0M · 5K shares
$308.0M · 1K shares
$294.0M · 994 shares
$282.0M · 1K shares
$264.0M · 3K shares
$263.0M · 6K shares
$263.0M · 3K shares
$250.0M · 670 shares
$250.0M · 2K shares
$239.0M · 10K shares
$233.0M · 946 shares
$225.0M · 3K shares
$223.0M · 2K shares
$217.0M · 942 shares
$209.0M · 8K shares
$202.0M · 776 shares
$202.0M · 650 shares
$200.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $156.0B | 60.9% |
| Technology | 18 | $26.7B | 10.4% |
| Unknown | 4 | $16.5B | 6.5% |
| Communication Services | 6 | $11.9B | 4.7% |
| Industrials | 16 | $11.8B | 4.6% |
| Healthcare | 12 | $11.6B | 4.5% |
| Consumer Cyclical | 9 | $10.2B | 4.0% |
| Consumer Defensive | 6 | $5.5B | 2.2% |
| Utilities | 2 | $2.5B | 1.0% |
| Energy | 2 | $2.0B | 0.8% |
| Basic Materials | 1 | $1.3B | 0.5% |