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CIK: 0001729516
Total reported value
$276.2M
$276.2M
155 檔
18.3%
According to the latest 13F quarterly dataset, Bigelow Investment Advisors, LLC managed an equity portfolio of $276.2M at the end of Q3 2024, spanning 155 distinct U.S. exchange-listed positions.
In Q3 2024, Bigelow Investment Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | 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 | 6.14% | +0.07% | -3.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.03% | +0.37% | -4.23% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.56% | -0.04% | -0.97% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.09% | -0.85% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.86% | +0.06% | +4.16% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.66% | +0.03% | +5.02% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.58% | +0.04% | -7.85% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.36% | -1.15% | +10.40% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.09% | -0.57% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.89% | +0.14% | +4.28% | |
| 11 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.60% | -0.09% | +10.44% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.07% | -0.55% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.24% | -0.38% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.09% | +0.44% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.26% | +0.08% | -2.42% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.19% | +0.01% | -1.20% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.15% | +0.68% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.12% | -0.12% | -2.35% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.23% | +8.46% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.02% | +0.20% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.03% | -0.08% | -1.04% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.15% | -0.37% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.99% | +0.03% | -6.35% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.04% | +2.18% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.09% | -3.13% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.04% | -0.29% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | — | +0.63% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.87% | +0.52% | +19.43% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.86% | -0.11% | -0.02% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.82% | -0.11% | -13.11% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.13% | -0.64% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.81% | -0.13% | +8.30% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.78% | +0.02% | +2.10% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.73% | -0.03% | +1.67% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.72% | -0.05% | +0.10% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -1.00% | EXIT | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.19% | +2.84% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.69% | -0.03% | -2.28% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | +0.03% | +19.09% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.02% | -3.76% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.67% | -0.07% | -8.18% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.06% | +2.31% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.10% | -3.98% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.65% | +0.12% | -2.25% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | -0.09% | -1.88% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.02% | -2.40% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.02% | -1.33% | |
| 48 | GRMN | Garmin Ltd. | Stock-Tech | 0.63% | — | — | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.63% | -0.04% | — | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.03% | +1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.3% | +10.40% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.02% | Add |
| 3 | VPU | Vanguard Utilities ETF | +0.2% | +32.62% | Add |
| 4 | QCLN | First Trust Nasdaq Clean Edg | +0.1% | +74.91% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +19.09% | Add |
| 6 | GNMA | Ishares Gnma Bond ETF | +0.1% | +10.44% | Add |
| 7 | RTX | Rtx CORP | +0.1% | -0.37% | Trim |
| 8 | VFH | Vanguard Financials ETF | +0.1% | +34.80% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.16% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +17.53% | Add |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +25.22% | Add |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | NEW | New buy |
| 13 | AXP | American Express Co | +0.1% | -1.20% | Trim |
| 14 | NEE | Nextera Energy Inc | +0.1% | -0.02% | Trim |
| 15 | VOX | Vanguard Communication Servi | +0.1% | +34.68% | Add |
| 16 | NUSC | Nuveen Esg Small-cap ETF | +0.1% | NEW | New buy |
| 17 | KMB | Kimberly-clark CORP | +0.1% | NEW | New buy |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | +19.43% | Add |
| 19 | SCHH | Schwab US Reit ETF | +0.1% | +19.34% | Add |
| 20 | AAPL | Apple Inc | +0.1% | -0.85% | Trim |
| 21 | SCHV | Schwab US Large-cap Value | +0.1% | +12.11% | Add |
| 22 | LOW | Lowe's Cos Inc | +0.1% | +0.87% | Add |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | -0.62% | Trim |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +8.46% | Add |
| 25 | SBUX | Starbucks CORP | +0.1% | -0.74% | Trim |
| 26 | DE | Deere & Co | +0.1% | +18.96% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +0.44% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -2.42% | Trim |
| 29 | ORCL | Oracle CORP | +0.1% | -2.40% | Trim |
| 30 | HD | Home Depot Inc | +0.1% | -1.33% | Trim |
| 31 | CSCO | Cisco Systems Inc | 0% | +2.84% | Add |
| 32 | NKE | Nike Inc -cl B | 0% | +1.84% | Add |
| 33 | META | Meta Platforms Inc-class A | 0% | +5.05% | Add |
| 34 | LMBS | First Trust Low Duration Opp | 0% | +8.30% | Add |
| 35 | DHR | Danaher CORP | 0% | +0.10% | Add |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | +1.24% | Add |
| 37 | MDT | Medtronic plc | 0% | -1.88% | Trim |
| 38 | SUSA | Ishares Esg Optimized Msci U | 0% | +2.10% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.97% | Trim |
| 40 | SCHG | Schwab US Large-cap Growth | 0% | +4.28% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | 0% | +0.63% | Add |
| 42 | IEFA | Ishares Core Msci Eafe ETF | — | -0.55% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.1% | -18.82% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -3.76% | Trim |
| 45 | SCHO | Schwab Short-term US Treas | -0.2% | -13.11% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | -3.13% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.68% | Add |
| 48 | MSFT | Microsoft CORP | -0.3% | -0.57% | Trim |
| 49 | SCHX | Schwab US Large-cap ETF | -0.3% | -7.85% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -3.41% | Trim |
According to official SEC Form 13F filings, Bigelow Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.2M across 155 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VIG) accounted for 18.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
EMB
市值: $230.7K
Top Position Liquidated / Trimmed
SPY
前期市值: $13.5M
During Q3 2024, Bigelow Investment Advisors, LLC's top holdings by market value included SPY (6.1%)、IVV (6.0%)、VIG (4.6%). The largest single position, SPY, represented 6.1% of total portfolio value.
In Q3 2024, Bigelow Investment Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 19 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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