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CIK: 0001729516
Total reported value
$276.2M
$276.2M
152 檔
17.5%
During the Q2 2024 filing period, Bigelow Investment Advisors, LLC (CIK: 0001729516) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.2M across 152 reported positions.
During Q2 2024, Bigelow Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.45% | +0.07% | -2.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.40% | +0.37% | +4.72% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.55% | -0.04% | +0.90% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.09% | -0.66% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.84% | +0.04% | -0.09% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.76% | +0.06% | +4.69% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.47% | +0.03% | +6.20% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.09% | -1.22% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.02% | -1.15% | +3.81% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.88% | +0.14% | +13.41% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.24% | +808.41% | |
| 12 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.49% | -0.09% | +3.10% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.07% | -5.97% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.15% | -1.62% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.09% | -0.11% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.21% | +0.08% | -2.15% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.12% | +1.23% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.09% | -3.50% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.11% | -0.08% | +2.43% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.10% | +0.01% | -0.51% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.02% | -0.20% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.07% | +0.03% | -0.14% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.04% | -0.30% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | -0.23% | +9.08% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.00% | -0.11% | +4.19% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.04% | -2.43% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.92% | — | -2.13% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.15% | -3.75% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.13% | -1.17% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.02% | -2.33% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.79% | +0.52% | +28.31% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.78% | -0.13% | +8.00% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.11% | -1.13% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.76% | +0.02% | -5.11% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | -0.07% | -2.57% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -1.00% | EXIT | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.74% | -0.03% | +26.90% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.71% | -0.03% | +11.72% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.06% | -0.93% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | -0.05% | -0.58% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.10% | -0.72% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | +0.12% | -2.20% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.19% | +0.11% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | -0.04% | — | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.64% | -0.02% | -2.35% | |
| 46 | GRMN | Garmin Ltd. | Stock-Tech | 0.63% | — | — | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.09% | -4.77% | |
| 48 | ROL | Rollins Inc | Stock-Consumer Disc | 0.60% | +0.39% | NEW | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.03% | -1.01% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.02% | -2.10% |
According to official SEC Form 13F filings, Bigelow Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.2M across 152 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VIG) accounted for 17.5% of total reported equity market value during Q2 2024.
During Q2 2024, Bigelow Investment Advisors, LLC's top holdings by market value included SPY (6.5%)、IVV (6.4%)、VIG (4.5%). The largest single position, SPY, represented 6.5% of total portfolio value.
In Q2 2024, Bigelow Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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