Bigelow Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Bigelow Investment Advisors, LLC reported 147 stock positions worth $226.9 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, 5.3%) and Vanguard Dividend Apprec ETF (VIG, 4.6%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 60 and reduced 67. The biggest buy was Schwab Short-Term US Treas (SCHO, shares +45%) and the biggest sale Unitedhealth (UNH, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Portland, ME
- CIK
- 0001729516
- Portfolio Value
- $226.9M (Q2 2025)
- SEC Filing
- 0001667731-25-000767 ↗ filed Jul 10, 2025
Holdings Value
Holdings 147 stocks · $226.9M
| IVV iShares Core S&P 500 ETF | 6.65% | 24,296 | $15.1M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.32% | 19,549 | $12.1M | Reduce -8.2% |
| VIG Vanguard Dividend Apprec ETF | 4.61% | 51,101 | $10.5M | Reduce -0.1% |
| IAU iShares Gold Trust | 3.69% | 134,163 | $8.4M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 2.76% | 57,291 | $6.3M | Add +5.9% |
| IJH iShares Core S&P Midcap ETF | 2.75% | 100,680 | $6.2M | Reduce -1.3% |
| AAPL Apple Inc. | 2.55% | 31,695 | $5.8M | Add +10.8% |
| MSFT Microsoft Corp. | 2.44% | 11,144 | $5.5M | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 2.32% | 215,145 | $5.3M | Reduce -0.6% |
| SCHG Schwab US Large-Cap Growth | 2.00% | 155,584 | $4.5M | Add +0.3% |
| SCHO Schwab Short-Term US Treas | 1.95% | 181,271 | $4.4M | Add +45.0% |
| NVDA Nvidia Corp. | 1.66% | 23,798 | $3.8M | Add +0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.38% | 59,550 | $3.1M | Add +6.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.38% | 82,482 | $3.1M | Add +21.3% |
| JPM JPMorgan Chase & Co. | 1.36% | 10,654 | $3.1M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.36% | 36,859 | $3.1M | Add +0.5% |
| AXP American Express Co. | 1.26% | 8,986 | $2.9M | Reduce -0.3% |
| GNMA iShares Gnma Bond ETF | 1.23% | 63,390 | $2.8M | Reduce -11.3% |
| MBB iShares MBS ETF | 1.21% | 29,140 | $2.7M | Add +41.0% |
| AGG iShares Core U.S. Aggregate | 1.18% | 26,952 | $2.7M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.15% | 17,105 | $2.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.09% | 11,299 | $2.5M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.08% | 13,848 | $2.4M | Reduce -7.5% |
| RTX RTX Corp. | 1.07% | 16,609 | $2.4M | Reduce -0.7% |
| LMBS First Trust Low Duration Opp | 1.05% | 48,354 | $2.4M | Add +6.6% |
| VPU Vanguard Utilities ETF | 0.99% | 12,763 | $2.3M | Add +20.5% |
| RSP Invesco S&P 500 Equal Weight | 0.93% | 11,668 | $2.1M | Add +24.4% |
| SCHB Schwab US Broad Market ETF | 0.92% | 87,563 | $2.1M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.91% | 11,666 | $2.1M | Reduce -1.0% |
| FLOT iShares Floating Rate Bond E | 0.90% | 40,079 | $2.0M | Reduce -2.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.89% | 31,929 | $2.0M | Add +16.3% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 34,521 | $2.0M | Reduce -6.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.83% | 15,187 | $1.9M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.82% | 11,725 | $1.9M | Reduce -0.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.82% | 34,839 | $1.9M | Reduce -3.5% |
| VYM Vanguard High DVD Yield ETF | 0.78% | 13,321 | $1.8M | Add +0.7% |
| ORCL Oracle Corp. | 0.74% | 7,682 | $1.7M | Reduce -1.6% |
| SCHV Schwab US Large-Cap Value | 0.71% | 58,128 | $1.6M | Add +3.0% |
| VFH Vanguard Financials ETF | 0.70% | 12,506 | $1.6M | Add +5.8% |
| SUSA iShares ESG Optimized MSCI U | 0.70% | 12,493 | $1.6M | Reduce -0.3% |
| VCIT Vanguard Int-Term Corporate | 0.68% | 18,636 | $1.5M | Add +8.7% |
| CSCO Cisco Systems Inc. | 0.68% | 22,208 | $1.5M | Reduce -5.3% |
| XOM Exxon Mobil Corp. | 0.67% | 14,124 | $1.5M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.66% | 21,646 | $1.5M | Reduce -0.5% |
| ROL Rollins Inc. | 0.64% | 25,800 | $1.5M | No change |
| NFLX Netflix Inc. | 0.64% | 1,081 | $1.4M | Add +4.4% |
| VOX Vanguard Communication Servi | 0.64% | 8,428 | $1.4M | Add +11.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 11,548 | $1.4M | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.60% | 5,506 | $1.4M | Add +1.9% |
| V Visa Inc. Class A | 0.60% | 3,811 | $1.4M | Reduce -0.0% |
| GD General Dynamics Corp. | 0.57% | 4,471 | $1.3M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.57% | 9,866 | $1.3M | Reduce -1.6% |
| ECL Ecolab Inc. | 0.55% | 4,620 | $1.2M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.54% | 1,661 | $1.2M | Reduce -0.3% |
| GVI iShares Intermediate Governm | 0.54% | 11,386 | $1.2M | Add +21.1% |
| UNH Unitedhealth Group Inc. | 0.53% | 3,876 | $1.2M | Reduce -8.9% |
| TXN Texas Instruments Inc. | 0.50% | 5,462 | $1.1M | Reduce -7.0% |
| HD Home Depot Inc. | 0.49% | 3,050 | $1.1M | Add +0.4% |
| ETN Eaton Corp. PLC | 0.49% | 3,129 | $1.1M | Add +3.0% |
| DHR Danaher Corp. | 0.47% | 5,389 | $1.1M | Reduce -3.6% |
| SCHP Schwab U.S. Tips ETF | 0.47% | 39,861 | $1.1M | Add +7.1% |
| MDT Medtronic PLC | 0.46% | 11,874 | $1.0M | Reduce -4.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.44% | 20,822 | $996K | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 0.43% | 16,343 | $981K | Add +0.5% |
| MA Mastercard Inc. Class A | 0.43% | 1,729 | $972K | Reduce -6.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 20,180 | $955K | Add +3.4% |
| ESGU iShares ESG Aware MSCI USA | 0.42% | 7,030 | $951K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 18,874 | $934K | Reduce -9.8% |
| SCHM Schwab US Mid Cap ETF | 0.41% | 32,831 | $921K | Reduce -4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 1,880 | $913K | Reduce -9.1% |
| LOW Lowe's Cos Inc. | 0.40% | 4,111 | $912K | Add +0.5% |
| SBUX Starbucks Corp. | 0.38% | 9,466 | $867K | Reduce -1.1% |
| DUK Duke Energy Corp. | 0.38% | 7,321 | $864K | Add +2.8% |
| IBB iShares Biotechnology ETF | 0.38% | 6,740 | $853K | Reduce -19.1% |
| TIP iShares Tips Bond ETF | 0.37% | 7,688 | $846K | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 2,039 | $827K | Reduce -1.2% |
| CL Colgate-Palmolive Co. | 0.36% | 8,955 | $814K | Add +5.0% |
| NKE Nike Inc. Class B | 0.36% | 11,390 | $809K | Reduce -3.9% |
| DE Deere & Co. | 0.35% | 1,573 | $800K | Add +0.5% |
| IDXX Idexx Laboratories Inc. | 0.33% | 1,402 | $752K | Reduce -1.3% |
| CME Cme Group Inc. | 0.33% | 2,714 | $748K | Add +0.6% |
| UPS United Parcel Service Class B | 0.33% | 7,343 | $741K | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 2,451 | $723K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.32% | 6,174 | $717K | Reduce -3.0% |
| IYF iShares US Financials ETF | 0.31% | 5,737 | $694K | Reduce -4.9% |
| SCHH Schwab US REIT ETF | 0.30% | 31,775 | $672K | Add +1.5% |
| COST Costco Wholesale Corp. | 0.29% | 669 | $662K | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.29% | 3,038 | $655K | Add +0.0% |
| AMAT Applied Materials Inc. | 0.29% | 3,549 | $650K | Add +2.7% |
| CAT Caterpillar Inc. | 0.29% | 1,669 | $648K | Add +2.9% |
| BKNG Booking Holdings Inc. | 0.28% | 108 | $625K | Add +1.9% |
| PYPL PayPal Holdings Inc. | 0.27% | 8,394 | $624K | Reduce -3.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.27% | 26,740 | $621K | Reduce -12.8% |
| VZ Verizon Communications Inc. | 0.27% | 14,086 | $610K | Add +4.6% |
| MRK Merck & Co. Inc. | 0.27% | 7,640 | $605K | Reduce -13.3% |
| HON Honeywell International Inc. | 0.27% | 2,588 | $603K | Add +10.8% |
| AMD Advanced Micro Devices | 0.25% | 3,990 | $566K | Add +4.9% |
| GILD Gilead Sciences Inc. | 0.25% | 5,018 | $556K | Reduce -9.1% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 21,503 | $544K | Reduce -0.0% |
| TT Trane Technologies PLC | 0.24% | 1,234 | $540K | Add +1.7% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -8.9% | 0.53% | −0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 5.32% | −0.34 |
| GNMA iShares Gnma Bond ETF | Reduce -11.3% | 1.23% | −0.26 |
| JNJ Johnson & Johnson | Reduce -1.3% | 1.15% | −0.21 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.57% | −0.14 |
| IBB iShares Biotechnology ETF | Reduce -19.1% | 0.38% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.82% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.67% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.2% | 0.36% | −0.12 |
| CLX Clorox Company | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.1% | 0.40% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -13.3% | 0.27% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 4.61% | −0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -0.7% | 1.18% | −0.10 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.10 |
| FLOT iShares Floating Rate Bond E | Reduce -2.5% | 0.90% | −0.10 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -50.4% | 0.10% | −0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -3.5% | 0.82% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 2.75% | −0.08 |
| DHR Danaher Corp. | Reduce -3.6% | 0.47% | −0.08 |
| MDT Medtronic PLC | Reduce -4.2% | 0.46% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -0.5% | 0.66% | −0.07 |
| SBUX Starbucks Corp. | Reduce -1.1% | 0.38% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -12.8% | 0.27% | −0.06 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.33% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -26.1% | 0.18% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -6.9% | 0.43% | −0.06 |
| IAGG iShares Intl Aggregate Bond | Reduce -15.7% | 0.21% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -9.1% | 0.25% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -10.7% | 0.22% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.63% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.8% | 0.41% | −0.04 |
| V Visa Inc. Class A | Reduce -0.0% | 0.60% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -0.6% | 0.37% | −0.04 |
| PFE Pfizer Inc. | Reduce -7.6% | 0.16% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.4% | 0.17% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 1.08% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -2.0% | 0.22% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.6% | 0.41% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.2% | 0.87% | −0.02 |
| IYF iShares US Financials ETF | Reduce -4.9% | 0.31% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.8% | 0.15% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.1% | 0.11% | −0.01 |
| ICVT iShares Convertible Bond ETF | Reduce -10.9% | 0.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.29% | −0.01 |
| EA Electronic Arts Inc. | Reduce -9.8% | 0.13% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -6.3% | 0.15% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -5.3% | 0.68% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHO Schwab Short-Term US Treas | Add +45.0% | 1.95% | +0.50 |
| NVDA Nvidia Corp. | Add +0.8% | 1.66% | +0.44 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 6.65% | +0.31 |
| MBB iShares MBS ETF | Add +41.0% | 1.21% | +0.28 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +21.3% | 1.38% | +0.21 |
| NFLX Netflix Inc. | Add +4.4% | 0.64% | +0.18 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +16.3% | 0.89% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | Add +24.4% | 0.93% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +0.3% | 2.00% | +0.16 |
| UBER Uber Technologies Inc. | New | 0.16% | +0.16 |
| VPU Vanguard Utilities ETF | Add +20.5% | 0.99% | +0.13 |
| VDC Vanguard Consumer Staple ETF | New | 0.13% | +0.13 |
| DIS The Walt Disney Co. | Add +0.3% | 0.83% | +0.12 |
| GS Goldman Sachs Group Inc. | New | 0.11% | +0.11 |
| ETN Eaton Corp. PLC | Add +3.0% | 0.49% | +0.10 |
| VOX Vanguard Communication Servi | Add +11.0% | 0.64% | +0.10 |
| IWP iShares Russell Mid-Cap Grow | New | 0.09% | +0.09 |
| UNP Union Pacific Corp. | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.09% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +5.9% | 2.76% | +0.07 |
| AMD Advanced Micro Devices | Add +4.9% | 0.25% | +0.06 |
| GVI iShares Intermediate Governm | Add +21.1% | 0.54% | +0.06 |
| AMAT Applied Materials Inc. | Add +2.7% | 0.29% | +0.05 |
| INTU Intuit Inc. | Add +5.2% | 0.23% | +0.05 |
| TT Trane Technologies PLC | Add +1.7% | 0.24% | +0.04 |
| BKNG Booking Holdings Inc. | Add +1.9% | 0.28% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 1.36% | +0.04 |
| BAC Bank of America Corp. | Add +3.4% | 0.42% | +0.03 |
| CAT Caterpillar Inc. | Add +2.9% | 0.29% | +0.03 |
| HON Honeywell International Inc. | Add +10.8% | 0.27% | +0.03 |
| VFH Vanguard Financials ETF | Add +5.8% | 0.70% | +0.03 |
| ADSK Autodesk Inc. | Add +3.7% | 0.22% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +8.1% | 0.14% | +0.02 |
| WMT Walmart Inc. | Add +8.3% | 0.20% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +15.9% | 0.23% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 0.43% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +8.7% | 0.68% | +0.01 |
| BX Blackstone Inc. | Add +3.9% | 0.24% | +0.01 |
| DE Deere & Co. | Add +0.5% | 0.35% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.29% | +0.00 |
| CRM Salesforce Inc. | Add +6.0% | 0.21% | −0.00 |
| ECL Ecolab Inc. | Add +1.3% | 0.55% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +6.9% | 0.09% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.9% | 1.38% | −0.00 |
| SYY Sysco Corp. | Add +5.2% | 0.23% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +3.0% | 0.71% | −0.00 |
| ADBE Adobe Inc. | Add +4.6% | 0.19% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +7.1% | 0.47% | −0.01 |
| LMBS First Trust Low Duration Opp | Add +6.6% | 1.05% | −0.01 |
| LLY Eli Lilly & Co. | Add +8.4% | 0.19% | −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 |