Bigelow Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Bigelow Investment Advisors, LLC reported 146 stock positions worth $213.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.1%) and Vanguard Dividend Apprec ETF (VIG, 4.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 11, added to 40 and reduced 97. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale an exit from Garmin (GRMN).
- Most Recent 13F
- Q2 2026
- Location
- Portland, ME
- CIK
- 0001729516
- Portfolio Value
- $213.1M (Q4 2024)
- SEC Filing
- 0001667731-25-000196 ↗ filed Jan 31, 2025
Holdings Value
Holdings 146 stocks · $213.1M
| IVV iShares Core S&P 500 ETF | 6.61% | 23,944 | $14.1M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.08% | 22,119 | $13.0M | Reduce -7.8% |
| VIG Vanguard Dividend Apprec ETF | 4.80% | 52,254 | $10.2M | Add +1.1% |
| AAPL Apple Inc. | 3.33% | 28,329 | $7.1M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 2.92% | 100,054 | $6.2M | Reduce -2.8% |
| IAU iShares Gold Trust | 2.83% | 121,645 | $6.0M | Add +14.4% |
| IJR iShares Core S&P Small-Cap E | 2.80% | 51,768 | $6.0M | Add +1.5% |
| SCHX Schwab US Large-Cap ETF | 2.46% | 225,899 | $5.2M | Reduce -11.8% |
| MSFT Microsoft Corp. | 2.25% | 11,359 | $4.8M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 2.08% | 159,187 | $4.4M | Reduce -2.0% |
| GNMA iShares Gnma Bond ETF | 1.73% | 85,663 | $3.7M | Add +7.2% |
| NVDA Nvidia Corp. | 1.48% | 23,477 | $3.2M | Reduce -12.3% |
| GOOGL Alphabet Inc. Class A | 1.29% | 14,557 | $2.8M | Reduce -6.6% |
| AXP American Express Co. | 1.29% | 9,230 | $2.7M | Reduce -6.4% |
| JNJ Johnson & Johnson | 1.23% | 18,195 | $2.6M | Reduce -1.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.23% | 37,206 | $2.6M | Reduce -11.3% |
| JPM JPMorgan Chase & Co. | 1.22% | 10,838 | $2.6M | Reduce -5.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.15% | 47,571 | $2.5M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.12% | 10,902 | $2.4M | Reduce -5.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.11% | 67,923 | $2.4M | Add +22.9% |
| AGG iShares Core U.S. Aggregate | 1.09% | 23,910 | $2.3M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.06% | 11,898 | $2.3M | Reduce -7.3% |
| UNH Unitedhealth Group Inc. | 1.01% | 4,269 | $2.2M | Reduce -11.9% |
| FLOT iShares Floating Rate Bond E | 1.01% | 42,396 | $2.2M | Reduce -6.0% |
| SCHB Schwab US Broad Market ETF | 0.98% | 92,111 | $2.1M | Reduce -8.4% |
| SCHO Schwab Short-Term US Treas | 0.97% | 85,722 | $2.1M | Add +13.5% |
| LMBS First Trust Low Duration Opp | 0.94% | 41,013 | $2.0M | Add +11.1% |
| RTX RTX Corp. | 0.92% | 16,992 | $2.0M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 0.90% | 11,448 | $1.9M | Reduce -6.1% |
| VEA Vanguard Ftse Developed ETF | 0.83% | 37,076 | $1.8M | Reduce -5.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.82% | 33,840 | $1.7M | Add +10.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.79% | 30,487 | $1.7M | Add +48.0% |
| CSCO Cisco Systems Inc. | 0.77% | 27,808 | $1.6M | Reduce -6.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 14,656 | $1.6M | Reduce -2.8% |
| SUSA iShares ESG Optimized MSCI U | 0.75% | 13,166 | $1.6M | Reduce -9.5% |
| VYM Vanguard High DVD Yield ETF | 0.75% | 12,502 | $1.6M | Add +4.1% |
| PEP Pepsico Inc. | 0.73% | 10,192 | $1.5M | Reduce -5.5% |
| RSP Invesco S&P 500 Equal Weight | 0.72% | 8,789 | $1.5M | Add +13.5% |
| VCIT Vanguard Int-Term Corporate | 0.71% | 18,855 | $1.5M | Add +4.4% |
| NEE Nextera Energy Inc. | 0.71% | 21,014 | $1.5M | Reduce -7.5% |
| XOM Exxon Mobil Corp. | 0.69% | 13,727 | $1.5M | Add +1.0% |
| SCHV Schwab US Large-Cap Value | 0.69% | 56,340 | $1.5M | Add +7.9% |
| VHT Vanguard Health Care ETF | 0.69% | 5,785 | $1.5M | Add +5.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 12,027 | $1.5M | Reduce -2.5% |
| ORCL Oracle Corp. | 0.63% | 8,025 | $1.3M | Reduce -3.8% |
| DHR Danaher Corp. | 0.62% | 5,745 | $1.3M | Reduce -1.1% |
| HD Home Depot Inc. | 0.59% | 3,223 | $1.3M | Reduce -7.9% |
| MRK Merck & Co. Inc. | 0.58% | 12,480 | $1.2M | Reduce -7.7% |
| V Visa Inc. Class A | 0.58% | 3,910 | $1.2M | Reduce -3.9% |
| TXN Texas Instruments Inc. | 0.57% | 6,494 | $1.2M | Reduce -7.3% |
| ROL Rollins Inc. | 0.56% | 25,800 | $1.2M | No change |
| GD General Dynamics Corp. | 0.55% | 4,483 | $1.2M | Reduce -4.1% |
| VPU Vanguard Utilities ETF | 0.53% | 6,927 | $1.1M | Add +12.2% |
| MDT Medtronic PLC | 0.52% | 13,969 | $1.1M | Reduce -12.6% |
| IBB iShares Biotechnology ETF | 0.52% | 8,347 | $1.1M | Add +13.4% |
| VFH Vanguard Financials ETF | 0.51% | 9,221 | $1.1M | Add +14.7% |
| ECL Ecolab Inc. | 0.51% | 4,599 | $1.1M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 2,042 | $1.1M | Reduce -10.5% |
| VOX Vanguard Communication Servi | 0.49% | 6,722 | $1.0M | Add +16.8% |
| MA Mastercard Inc. Class A | 0.48% | 1,950 | $1.0M | Add +0.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.47% | 21,577 | $1.0M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.47% | 4,052 | $1.0M | Reduce -5.0% |
| SCHM Schwab US Mid Cap ETF | 0.46% | 35,703 | $989K | Reduce -2.6% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 22,030 | $970K | Reduce -14.8% |
| SCHP Schwab U.S. Tips ETF | 0.44% | 36,679 | $947K | Reduce -6.8% |
| UPS United Parcel Service Class B | 0.44% | 7,387 | $932K | Reduce -6.1% |
| ESGU iShares ESG Aware MSCI USA | 0.44% | 7,212 | $929K | Reduce -5.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 21,090 | $927K | Reduce -3.2% |
| ETN Eaton Corp. PLC | 0.43% | 2,735 | $908K | Reduce -10.1% |
| IEMG iShares Core MSCI Emerging | 0.42% | 17,165 | $896K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.42% | 1,521 | $891K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 1,939 | $879K | Reduce -4.4% |
| SBUX Starbucks Corp. | 0.41% | 9,617 | $878K | Reduce -7.2% |
| NKE Nike Inc. Class B | 0.41% | 11,429 | $865K | Reduce -2.7% |
| NFLX Netflix Inc. | 0.40% | 964 | $859K | Reduce -3.6% |
| GVI iShares Intermediate Governm | 0.40% | 8,196 | $854K | Add +17.8% |
| TIP iShares Tips Bond ETF | 0.40% | 7,942 | $846K | Reduce -3.7% |
| PYPL PayPal Holdings Inc. | 0.39% | 9,690 | $827K | Reduce -4.6% |
| SCHH Schwab US REIT ETF | 0.37% | 37,620 | $792K | Add +11.2% |
| QCLN First Trust Nasdaq Clean Edg | 0.36% | 22,797 | $774K | Add +23.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.36% | 6,998 | $772K | Reduce -12.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.36% | 33,408 | $758K | Reduce -35.3% |
| IWM iShares Russell 2000 ETF | 0.33% | 3,222 | $712K | Add +4.5% |
| DUK Duke Energy Corp. | 0.33% | 6,550 | $706K | Reduce -2.0% |
| CL Colgate-Palmolive Co. | 0.33% | 7,739 | $704K | Reduce -14.0% |
| BX Blackstone Inc. | 0.33% | 4,024 | $694K | Add +7.0% |
| BDX Becton Dickinson and Co. | 0.32% | 3,000 | $681K | Reduce -5.8% |
| IYF iShares US Financials ETF | 0.32% | 6,130 | $678K | No change |
| DE Deere & Co. | 0.30% | 1,533 | $650K | Reduce -9.2% |
| IAGG iShares Intl Aggregate Bond | 0.30% | 12,861 | $642K | Reduce -4.5% |
| CME Cme Group Inc. | 0.30% | 2,715 | $631K | Reduce -5.1% |
| MUB iShares National Muni Bond E | 0.29% | 5,859 | $624K | Reduce -5.3% |
| FDX FedEx Corp. | 0.29% | 2,195 | $618K | Reduce -13.5% |
| COST Costco Wholesale Corp. | 0.29% | 672 | $616K | Reduce -14.1% |
| CRM Salesforce Inc. | 0.28% | 1,768 | $591K | Reduce -12.6% |
| MBB iShares MBS ETF | 0.27% | 6,379 | $585K | Reduce -7.7% |
| IDXX Idexx Laboratories Inc. | 0.27% | 1,393 | $576K | Reduce -12.1% |
| CSX CSX Corp. | 0.26% | 17,485 | $564K | Reduce -5.6% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 21,158 | $547K | Reduce -5.2% |
| CAT Caterpillar Inc. | 0.26% | 1,498 | $543K | Reduce -5.0% |
Portfolio Sells Q3 2024 → Q4 2024
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.63 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.36 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -11.9% | 1.01% | −0.25 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.3% | 1.23% | −0.23 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -35.3% | 0.36% | −0.19 |
| PFE Pfizer Inc. | Reduce -44.0% | 0.21% | −0.18 |
| NEE Nextera Energy Inc. | Reduce -7.5% | 0.71% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.5% | 0.50% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -11.8% | 2.46% | −0.13 |
| MDT Medtronic PLC | Reduce -12.6% | 0.52% | −0.12 |
| SUSB iShares ESG Aware 1-5 Year U | Sold out | 0.00% | −0.12 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.11 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Reduce -1.7% | 1.23% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.58% | −0.10 |
| DHR Danaher Corp. | Reduce -1.1% | 0.62% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -14.8% | 0.46% | −0.10 |
| RTX RTX Corp. | Reduce -9.8% | 0.92% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.7% | 0.83% | −0.09 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.09 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -5.5% | 0.73% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -12.1% | 0.27% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -14.0% | 0.33% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -12.4% | 0.24% | −0.08 |
| GD General Dynamics Corp. | Reduce -4.1% | 0.55% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -7.3% | 0.57% | −0.07 |
| ELV Elevance Health Inc. | Reduce -17.1% | 0.11% | −0.06 |
| NKE Nike Inc. Class B | Reduce -2.7% | 0.41% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.8% | 6.08% | −0.06 |
| F Ford Motor Co. | Reduce -49.0% | 0.05% | −0.05 |
| ADBE Adobe Inc. | Reduce -9.1% | 0.22% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -5.0% | 0.47% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -18.9% | 0.15% | −0.05 |
| HD Home Depot Inc. | Reduce -7.9% | 0.59% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -14.8% | 0.18% | −0.04 |
| UPS United Parcel Service Class B | Reduce -6.1% | 0.44% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 0.90% | −0.04 |
| SBUX Starbucks Corp. | Reduce -7.2% | 0.41% | −0.04 |
| ECL Ecolab Inc. | Reduce -3.5% | 0.51% | −0.04 |
| MCD McDonald's Corp. | Reduce -18.7% | 0.16% | −0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -26.7% | 0.10% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -9.5% | 0.75% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -12.9% | 0.36% | −0.03 |
| ICVT iShares Convertible Bond ETF | Reduce -21.4% | 0.14% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -6.8% | 0.44% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +2.1% | 6.61% | +0.58 |
| IAU iShares Gold Trust | Add +14.4% | 2.83% | +0.47 |
| AAPL Apple Inc. | Add +0.5% | 3.33% | +0.40 |
| VIG Vanguard Dividend Apprec ETF | Add +1.1% | 4.80% | +0.24 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +22.9% | 1.11% | +0.23 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +48.0% | 0.79% | +0.23 |
| SCHO Schwab Short-Term US Treas | Add +13.5% | 0.97% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.14% | +0.14 |
| IJR iShares Core S&P Small-Cap E | Add +1.5% | 2.80% | +0.14 |
| GNMA iShares Gnma Bond ETF | Add +7.2% | 1.73% | +0.13 |
| LMBS First Trust Low Duration Opp | Add +11.1% | 0.94% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.12% | +0.12 |
| VFH Vanguard Financials ETF | Add +14.7% | 0.51% | +0.12 |
| VOX Vanguard Communication Servi | Add +16.8% | 0.49% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +13.5% | 0.72% | +0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +10.3% | 0.82% | +0.08 |
| BX Blackstone Inc. | Add +7.0% | 0.33% | +0.07 |
| GVI iShares Intermediate Governm | Add +17.8% | 0.40% | +0.07 |
| QCLN First Trust Nasdaq Clean Edg | Add +23.6% | 0.36% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +7.9% | 0.69% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +4.1% | 0.75% | +0.06 |
| BKNG Booking Holdings Inc. | Add +6.1% | 0.24% | +0.06 |
| FISV Fiserv Inc. | Add +17.6% | 0.19% | +0.05 |
| MA Mastercard Inc. Class A | Add +0.3% | 0.48% | +0.05 |
| VPU Vanguard Utilities ETF | Add +12.2% | 0.53% | +0.05 |
| IBB iShares Biotechnology ETF | Add +13.4% | 0.52% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.0% | 1.15% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +4.4% | 0.71% | +0.04 |
| EA Electronic Arts Inc. | Add +10.3% | 0.22% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +19.1% | 0.20% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +4.5% | 0.33% | +0.03 |
| SYY Sysco Corp. | Add +12.4% | 0.21% | +0.03 |
| ADSK Autodesk Inc. | Add +3.3% | 0.20% | +0.03 |
| SCHH Schwab US REIT ETF | Add +11.2% | 0.37% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +3.2% | 0.14% | +0.02 |
| INTU Intuit Inc. | Add +1.8% | 0.22% | +0.02 |
| USHY iShares Broad Usd High Yield | Add +12.6% | 0.10% | +0.01 |
| QLTA iShares Aaa - A Rated Corpor | Add +0.1% | 0.47% | +0.00 |
| VHT Vanguard Health Care ETF | Add +5.6% | 0.69% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.3% | 0.42% | −0.02 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.69% | −0.02 |
| AMD Advanced Micro Devices | Add +1.9% | 0.18% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $276.2M | IVV, SPY, VIG, IAU, HEFA |
| Q1 2026 | 153 | $249.8M | IVV, SPY, IAU, VIG, IJH |
| Q4 2025 | 149 | $256.0M | IVV, SPY, IAU, VIG, AAPL |
| Q3 2025 | 149 | $248.1M | IVV, SPY, VIG, IAU, AAPL |
| Q2 2025 | 147 | $226.9M | IVV, SPY, VIG, IAU, IJR |
| Q1 2025 | 146 | $210.5M | IVV, SPY, VIG, IAU, AAPL |
| Q4 2024 | 146 | $213.1M | IVV, SPY, VIG, AAPL, IJH |
| Q3 2024 | 155 | $224.3M | SPY, IVV, VIG, AAPL, IJH |
| Q2 2024Amended | 152 | $209.5M | SPY, IVV, VIG, AAPL, SCHX |
| Q1 2024 | 153 | $203.4M | SPY, IVV, VIG, SCHX, IJH |