Bigelow Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Bigelow Investment Advisors, LLC reported 146 stock positions worth $210.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.7%) and Vanguard Dividend Apprec ETF (VIG, 4.7%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 59 and reduced 72. The biggest buy was iShares Gold Trust (IAU, shares +10%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Portland, ME
- CIK
- 0001729516
- Portfolio Value
- $210.5M (Q1 2025)
- SEC Filing
- 0001667731-25-000457 ↗ filed Apr 21, 2025
Holdings Value
Holdings 146 stocks · $210.5M
| IVV iShares Core S&P 500 ETF | 6.34% | 23,737 | $13.3M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.66% | 21,305 | $11.9M | Reduce -3.7% |
| VIG Vanguard Dividend Apprec ETF | 4.72% | 51,177 | $9.9M | Reduce -2.1% |
| IAU iShares Gold Trust | 3.73% | 133,228 | $7.9M | Add +9.5% |
| AAPL Apple Inc. | 3.02% | 28,602 | $6.4M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 2.83% | 101,983 | $6.0M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 2.69% | 54,118 | $5.7M | Add +4.5% |
| SCHX Schwab US Large-Cap ETF | 2.27% | 216,382 | $4.8M | Reduce -4.2% |
| MSFT Microsoft Corp. | 2.03% | 11,376 | $4.3M | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 1.84% | 155,067 | $3.9M | Reduce -2.6% |
| GNMA iShares Gnma Bond ETF | 1.49% | 71,484 | $3.1M | Reduce -16.6% |
| SCHO Schwab Short-Term US Treas | 1.45% | 124,979 | $3.0M | Add +45.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.39% | 55,717 | $2.9M | Add +17.1% |
| JNJ Johnson & Johnson | 1.37% | 17,328 | $2.9M | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.32% | 36,692 | $2.8M | Reduce -1.4% |
| AGG iShares Core U.S. Aggregate | 1.28% | 27,151 | $2.7M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 1.24% | 10,663 | $2.6M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.22% | 23,606 | $2.6M | Add +0.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.17% | 68,024 | $2.5M | Add +0.1% |
| AXP American Express Co. | 1.15% | 9,010 | $2.4M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 1.10% | 14,970 | $2.3M | Add +2.8% |
| LMBS First Trust Low Duration Opp | 1.06% | 45,364 | $2.2M | Add +10.6% |
| UNH Unitedhealth Group Inc. | 1.06% | 4,255 | $2.2M | Reduce -0.3% |
| RTX RTX Corp. | 1.05% | 16,723 | $2.2M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.01% | 11,140 | $2.1M | Add +2.2% |
| FLOT iShares Floating Rate Bond E | 1.00% | 41,101 | $2.1M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.95% | 11,764 | $2.0M | Add +2.8% |
| MBB iShares MBS ETF | 0.92% | 20,671 | $1.9M | Add +224.1% |
| SCHB Schwab US Broad Market ETF | 0.91% | 88,666 | $1.9M | Reduce -3.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.90% | 36,119 | $1.9M | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 36,791 | $1.9M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.87% | 11,787 | $1.8M | Reduce -0.9% |
| VPU Vanguard Utilities ETF | 0.86% | 10,590 | $1.8M | Add +52.9% |
| VYM Vanguard High DVD Yield ETF | 0.81% | 13,227 | $1.7M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.80% | 14,158 | $1.7M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.77% | 9,378 | $1.6M | Add +6.7% |
| NEE Nextera Energy Inc. | 0.73% | 21,759 | $1.5M | Add +3.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.72% | 27,451 | $1.5M | Reduce -10.0% |
| PEP Pepsico Inc. | 0.71% | 10,023 | $1.5M | Reduce -1.7% |
| SCHV Schwab US Large-Cap Value | 0.71% | 56,441 | $1.5M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 15,147 | $1.5M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.69% | 23,446 | $1.4M | Reduce -15.7% |
| SUSA iShares ESG Optimized MSCI U | 0.68% | 12,532 | $1.4M | Reduce -4.8% |
| VHT Vanguard Health Care ETF | 0.68% | 5,403 | $1.4M | Reduce -6.6% |
| VFH Vanguard Financials ETF | 0.67% | 11,825 | $1.4M | Add +28.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 11,555 | $1.4M | Reduce -3.9% |
| VCIT Vanguard Int-Term Corporate | 0.67% | 17,150 | $1.4M | Reduce -9.0% |
| ROL Rollins Inc. | 0.66% | 25,800 | $1.4M | No change |
| V Visa Inc. Class A | 0.63% | 3,812 | $1.3M | Reduce -2.5% |
| GD General Dynamics Corp. | 0.58% | 4,483 | $1.2M | No change |
| ECL Ecolab Inc. | 0.55% | 4,563 | $1.2M | Reduce -0.8% |
| DHR Danaher Corp. | 0.54% | 5,588 | $1.1M | Reduce -2.7% |
| VOX Vanguard Communication Servi | 0.54% | 7,592 | $1.1M | Add +12.9% |
| HD Home Depot Inc. | 0.53% | 3,039 | $1.1M | Reduce -5.7% |
| MDT Medtronic PLC | 0.53% | 12,388 | $1.1M | Reduce -11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 2,067 | $1.1M | Add +6.6% |
| ORCL Oracle Corp. | 0.52% | 7,807 | $1.1M | Reduce -2.7% |
| IBB iShares Biotechnology ETF | 0.51% | 8,327 | $1.1M | Reduce -0.2% |
| TXN Texas Instruments Inc. | 0.50% | 5,871 | $1.1M | Reduce -9.6% |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 2,063 | $1.0M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.48% | 1,858 | $1.0M | Reduce -4.7% |
| SCHP Schwab U.S. Tips ETF | 0.48% | 37,214 | $1.0M | Add +1.5% |
| GVI iShares Intermediate Governm | 0.47% | 9,398 | $996K | Add +14.7% |
| QLTA iShares Aaa - A Rated Corpor | 0.46% | 20,346 | $967K | Reduce -5.7% |
| NFLX Netflix Inc. | 0.46% | 1,035 | $965K | Add +7.4% |
| META Meta Platforms Inc. Class A | 0.46% | 1,666 | $960K | Add +9.5% |
| LOW Lowe's Cos Inc. | 0.45% | 4,091 | $954K | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 20,927 | $947K | Reduce -5.0% |
| SBUX Starbucks Corp. | 0.45% | 9,574 | $939K | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 0.43% | 34,399 | $901K | Reduce -3.6% |
| IEMG iShares Core MSCI Emerging | 0.42% | 16,258 | $877K | Reduce -5.3% |
| DUK Duke Energy Corp. | 0.41% | 7,123 | $869K | Add +8.8% |
| TIP iShares Tips Bond ETF | 0.41% | 7,731 | $859K | Reduce -2.7% |
| ESGU iShares ESG Aware MSCI USA | 0.41% | 7,030 | $857K | Reduce -2.5% |
| ETN Eaton Corp. PLC | 0.39% | 3,037 | $826K | Add +11.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 19,526 | $815K | Reduce -7.4% |
| UPS United Parcel Service Class B | 0.39% | 7,374 | $811K | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.38% | 8,532 | $799K | Add +10.3% |
| MRK Merck & Co. Inc. | 0.38% | 8,810 | $791K | Reduce -29.4% |
| NKE Nike Inc. Class B | 0.36% | 11,857 | $753K | Add +3.7% |
| DE Deere & Co. | 0.35% | 1,566 | $735K | Add +2.1% |
| CME Cme Group Inc. | 0.34% | 2,698 | $716K | Reduce -0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.34% | 30,680 | $711K | Reduce -8.2% |
| IYF iShares US Financials ETF | 0.32% | 6,030 | $680K | Reduce -1.6% |
| SCHH Schwab US REIT ETF | 0.32% | 31,317 | $674K | Reduce -16.8% |
| BDX Becton Dickinson and Co. | 0.32% | 2,897 | $664K | Reduce -3.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.31% | 6,368 | $652K | Reduce -9.0% |
| COST Costco Wholesale Corp. | 0.30% | 675 | $638K | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.29% | 5,518 | $618K | Add +8.3% |
| VZ Verizon Communications Inc. | 0.29% | 13,463 | $611K | Add +37.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 2,451 | $609K | No change |
| IWM iShares Russell 2000 ETF | 0.29% | 3,037 | $606K | Reduce -5.7% |
| IDXX Idexx Laboratories Inc. | 0.28% | 1,420 | $596K | Add +1.9% |
| PYPL PayPal Holdings Inc. | 0.27% | 8,668 | $566K | Reduce -10.6% |
| MUB iShares National Muni Bond E | 0.27% | 5,364 | $566K | Reduce -8.4% |
| FDX FedEx Corp. | 0.26% | 2,233 | $544K | Add +1.7% |
| IAGG iShares Intl Aggregate Bond | 0.26% | 10,868 | $543K | Reduce -15.5% |
| CAT Caterpillar Inc. | 0.25% | 1,622 | $535K | Add +8.3% |
| TFLO iShares Treasury Floating Ra | 0.25% | 10,275 | $521K | Reduce -1.9% |
| CSX CSX Corp. | 0.24% | 17,398 | $512K | Reduce -0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.7% | 5.66% | −0.42 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 6.34% | −0.28 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.6% | 1.84% | −0.24 |
| GNMA iShares Gnma Bond ETF | Reduce -16.6% | 1.49% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -29.4% | 0.38% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.87% | −0.19 |
| SCHX Schwab US Large-Cap ETF | Reduce -4.2% | 2.27% | −0.19 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -37.8% | 0.19% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.14 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.14 |
| AXP American Express Co. | Reduce -2.4% | 1.15% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.12 |
| PYPL PayPal Holdings Inc. | Reduce -10.6% | 0.27% | −0.12 |
| ORCL Oracle Corp. | Reduce -2.7% | 0.52% | −0.11 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.11 |
| BX Blackstone Inc. | Reduce -14.0% | 0.23% | −0.10 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -15.7% | 0.69% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 4.72% | −0.08 |
| EA Electronic Arts Inc. | Reduce -37.0% | 0.14% | −0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -10.0% | 0.72% | −0.07 |
| DHR Danaher Corp. | Reduce -2.7% | 0.54% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -3.7% | 0.91% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -9.6% | 0.50% | −0.07 |
| SUSA iShares ESG Optimized MSCI U | Reduce -4.8% | 0.68% | −0.07 |
| CRM Salesforce Inc. | Reduce -6.1% | 0.21% | −0.07 |
| HD Home Depot Inc. | Reduce -5.7% | 0.53% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -28.5% | 0.19% | −0.05 |
| F Ford Motor Co. | Sold out | 0.00% | −0.05 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -9.0% | 0.31% | −0.05 |
| SCHH Schwab US REIT ETF | Reduce -16.8% | 0.32% | −0.05 |
| UPS United Parcel Service Class B | Reduce -0.2% | 0.39% | −0.05 |
| BAC Bank of America Corp. | Reduce -7.4% | 0.39% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -5.7% | 0.29% | −0.05 |
| VCIT Vanguard Int-Term Corporate | Reduce -9.0% | 0.67% | −0.04 |
| IAGG iShares Intl Aggregate Bond | Reduce -15.5% | 0.26% | −0.04 |
| INTU Intuit Inc. | Reduce -18.0% | 0.18% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.6% | 0.43% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.5% | 0.41% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -8.4% | 0.27% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -10.9% | 0.12% | −0.02 |
| CSX CSX Corp. | Reduce -0.5% | 0.24% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -8.2% | 0.34% | −0.02 |
| CLX Clorox Company | Reduce -5.2% | 0.12% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.8% | 0.19% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -3.0% | 1.00% | −0.02 |
| ICVT iShares Convertible Bond ETF | Reduce -10.2% | 0.13% | −0.01 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -5.7% | 0.46% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.71% | −0.01 |
| TJX TJX Companies Inc. | Reduce -3.9% | 0.67% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IAU iShares Gold Trust | Add +9.5% | 3.73% | +0.91 |
| MBB iShares MBS ETF | Add +224.1% | 0.92% | +0.65 |
| SCHO Schwab Short-Term US Treas | Add +45.8% | 1.45% | +0.48 |
| VPU Vanguard Utilities ETF | Add +52.9% | 0.86% | +0.33 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +17.1% | 1.39% | +0.23 |
| LLY Eli Lilly & Co. | New | 0.20% | +0.20 |
| AGG iShares Core U.S. Aggregate | Add +13.6% | 1.28% | +0.19 |
| WMT Walmart Inc. | New | 0.18% | +0.18 |
| VFH Vanguard Financials ETF | Add +28.2% | 0.67% | +0.16 |
| AMGN Amgen Inc. | New | 0.13% | +0.13 |
| LMBS First Trust Low Duration Opp | Add +10.6% | 1.06% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 0.52% | +0.11 |
| XOM Exxon Mobil Corp. | Add +3.1% | 0.80% | +0.11 |
| VZ Verizon Communications Inc. | Add +37.5% | 0.29% | +0.11 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.10% | +0.10 |
| CB Chubb Ltd. | New | 0.10% | +0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.10% | +0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +6.7% | 0.90% | +0.08 |
| DUK Duke Energy Corp. | Add +8.8% | 0.41% | +0.08 |
| GILD Gilead Sciences Inc. | Add +8.3% | 0.29% | +0.07 |
| GVI iShares Intermediate Governm | Add +14.7% | 0.47% | +0.07 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.1% | 1.17% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +5.8% | 0.81% | +0.06 |
| NFLX Netflix Inc. | Add +7.4% | 0.46% | +0.06 |
| PG The Procter & Gamble Co. | Add +2.8% | 0.95% | +0.05 |
| CL Colgate-Palmolive Co. | Add +10.3% | 0.38% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +6.7% | 0.77% | +0.05 |
| VOX Vanguard Communication Servi | Add +12.9% | 0.54% | +0.05 |
| GLD SPDR Gold Shares | Add +5.0% | 0.22% | +0.05 |
| DE Deere & Co. | Add +2.1% | 0.35% | +0.04 |
| META Meta Platforms Inc. Class A | Add +9.5% | 0.46% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Add +1.5% | 0.48% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.5% | 0.73% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +0.2% | 0.71% | +0.02 |
| SYY Sysco Corp. | Add +10.7% | 0.23% | +0.02 |
| FISV Fiserv Inc. | Add +1.1% | 0.21% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.2% | 0.21% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +0.2% | 0.20% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.30% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +1.9% | 0.28% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.9% | 0.13% | +0.01 |
| AMD Advanced Micro Devices | Add +22.2% | 0.19% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +6.9% | 0.12% | +0.01 |
| HON Honeywell International Inc. | Add +7.0% | 0.23% | +0.00 |
| USHY iShares Broad Usd High Yield | Add +1.0% | 0.11% | +0.00 |
| TT Trane Technologies PLC | Add +9.6% | 0.19% | +0.00 |
| CAT Caterpillar Inc. | Add +8.3% | 0.25% | −0.00 |
| AMAT Applied Materials Inc. | Add +9.0% | 0.24% | −0.00 |
| ADSK Autodesk Inc. | Add +7.5% | 0.19% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +1.0% | 0.49% | −0.01 |
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 |