Bigelow Investment Advisors, LLC

Name: Bigelow Investment Advisors, LLC 13F holdings, Q2 2025
Creator: Bigelow Investment Advisors, LLC
Published: 2025-07-10

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
CSX CSX Corp.	0.24%	16,481	$538K	Reduce -5.3%
BX Blackstone Inc.	0.24%	3,594	$538K	Add +3.9%
IEI iShares 3-7 Year Treasury Bo	0.23%	4,397	$524K	Add +15.9%
SYY Sysco Corp.	0.23%	6,879	$521K	Add +5.2%
FDX FedEx Corp.	0.23%	2,286	$520K	Add +2.4%
INTU Intuit Inc.	0.23%	650	$512K	Add +5.2%
TFLO iShares Treasury Floating Ra	0.22%	10,065	$510K	Reduce -2.0%
BDX Becton Dickinson and Co.	0.22%	2,922	$503K	Add +0.9%
MUB iShares National Muni Bond E	0.22%	4,792	$501K	Reduce -10.7%
ADSK Autodesk Inc.	0.22%	1,599	$495K	Add +3.7%
GLD SPDR Gold Shares	0.21%	1,595	$486K	No change
CRM Salesforce Inc.	0.21%	1,759	$480K	Add +6.0%
VGT Vanguard Info Tech ETF	0.21%	715	$474K	No change
IAGG iShares Intl Aggregate Bond	0.21%	9,165	$468K	Reduce -15.7%
NSC Norfolk Southern Corp.	0.21%	1,822	$466K	Reduce -3.4%
ESGD iShares Trust iShares ESG Aw	0.20%	5,162	$461K	No change
WMT Walmart Inc.	0.20%	4,688	$458K	Add +8.3%
ADBE Adobe Inc.	0.19%	1,131	$438K	Add +4.6%
LLY Eli Lilly & Co.	0.19%	557	$434K	Add +8.4%
VOO Vanguard S&P 500 ETF	0.18%	701	$398K	Reduce -26.1%
MKC McCormick & Co.-Non VTG SHRS	0.17%	4,952	$375K	Reduce -0.4%
FISV Fiserv Inc.	0.16%	2,170	$374K	Add +10.7%
MMM 3M Co.	0.16%	2,390	$364K	No change
PFE Pfizer Inc.	0.16%	14,893	$361K	Reduce -7.6%
SCHF Schwab Intl Equity ETF	0.16%	16,036	$354K	Reduce -0.3%
UBER Uber Technologies Inc.	0.16%	3,788	$353K	New
CWB SS SPDR BB Conv Sec ETF	0.15%	4,222	$349K	Reduce -6.3%
VCSH Vanguard S/T Corp. Bond ETF	0.15%	4,353	$346K	Reduce -3.8%
PANW Palo Alto Networks Inc.	0.14%	1,597	$327K	Add +8.1%
MCD McDonald's Corp.	0.14%	1,114	$325K	No change
VDC Vanguard Consumer Staple ETF	0.13%	1,342	$294K	New
EA Electronic Arts Inc.	0.13%	1,839	$294K	Reduce -9.8%
EFA iShares MSCI Eafe ETF	0.13%	3,279	$293K	No change
ADI Analog Devices Inc.	0.13%	1,229	$293K	No change
ICVT iShares Convertible Bond ETF	0.11%	2,825	$255K	Reduce -10.9%
ABT Abbott Laboratories	0.11%	1,854	$252K	No change
CMCSA Comcast Corp. Class A	0.11%	6,971	$249K	Reduce -1.1%
AMGN Amgen Inc.	0.11%	888	$248K	No change
IWB iShares Russell 1000 ETF	0.11%	720	$244K	No change
ITW Illinois Tool Works	0.11%	976	$241K	No change
GS Goldman Sachs Group Inc.	0.11%	338	$239K	New
ESGE iShares Inc. iShares ESG Awar	0.10%	5,898	$231K	No change
QCLN First Trust Nasdaq Clean Edg	0.10%	7,042	$230K	Reduce -50.4%
USHY iShares Broad Usd High Yield	0.10%	6,056	$227K	Reduce -0.9%
NVO Novo-Nordisk A/S-Spons ADR	0.09%	3,084	$213K	Add +6.9%
IWP iShares Russell Mid-Cap Grow	0.09%	1,450	$201K	New
UNP Union Pacific Corp.	0.09%	871	$200K	New

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