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CIK: 0001729516
Total reported value
$276.2M
$276.2M
146 檔
18.3%
In Q4 2024, Bigelow Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $276.2M, distributed across 146 disclosed stock positions.
In Q4 2024, Bigelow Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VIG) accounted for 18.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTV
市值: $297.5K
Top Position Liquidated / Trimmed
GRMN
前期市值: $1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.61% | +0.37% | +2.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.08% | +0.07% | -7.80% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.80% | -0.04% | +1.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.33% | +0.09% | +0.54% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.92% | +0.06% | -2.76% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.83% | -1.15% | +14.45% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.80% | +0.03% | +1.54% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.46% | +0.04% | +164.67% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.09% | -0.73% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.08% | +0.14% | +291.83% | |
| 11 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.73% | -0.09% | +7.16% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | +0.24% | -12.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.15% | -6.57% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.29% | +0.01% | -6.39% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.09% | -1.71% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.07% | -11.30% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.02% | -5.23% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.15% | -0.12% | +0.02% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.04% | -5.89% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.11% | +0.52% | +22.89% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.23% | -1.08% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.09% | -7.26% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.08% | -11.94% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.01% | -0.08% | -5.96% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.98% | +0.03% | +174.78% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.97% | -0.11% | +126.95% | |
| 27 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.94% | -0.13% | +11.13% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.15% | -9.77% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.04% | -6.07% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | — | -5.70% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.82% | -0.03% | +10.32% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.79% | +0.32% | +48.01% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.19% | -6.39% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.06% | -2.76% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.75% | +0.02% | -9.46% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | +0.03% | +4.14% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.13% | -5.51% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | +0.09% | +13.51% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.71% | -0.07% | +4.36% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.11% | -7.46% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -1.00% | EXIT | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.69% | +0.05% | +223.79% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-Other | 0.69% | -0.03% | +5.58% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.10% | -2.46% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.02% | -3.80% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.05% | -1.15% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.02% | -7.91% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.02% | -7.73% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | — | -3.93% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | +0.12% | -7.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +2.10% | Add |
| 2 | IAU | Ishares Gold Trust | +0.5% | +14.45% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +0.54% | Add |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +22.89% | Add |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +48.01% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +291.83% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | -5.89% | Trim |
| 8 | SCHO | Schwab Short-term US Treas | +0.2% | +126.95% | Add |
| 9 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -5.23% | Trim |
| 11 | LMBS | First Trust Low Duration Opp | +0.1% | +11.13% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 13 | VOX | Vanguard Communication Servi | +0.1% | +16.80% | Add |
| 14 | VFH | Vanguard Financials ETF | +0.1% | +14.66% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | -2.76% | Trim |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -2.76% | Trim |
| 17 | PG | Procter & Gamble Co/the | 0% | -6.07% | Trim |
| 18 | NKE | Nike Inc -cl B | -0.1% | -2.69% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.80% | Trim |
| 20 | GD | General Dynamics CORP | -0.1% | -4.07% | Trim |
| 21 | TXN | Texas Instruments Inc | -0.1% | -7.32% | Trim |
| 22 | PEP | Pepsico Inc | -0.1% | -5.51% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -14.85% | Trim |
| 24 | CL | Colgate-palmolive Co | -0.1% | -14.00% | Trim |
| 25 | IDXX | Idexx Laboratories Inc | -0.1% | -12.06% | Trim |
| 26 | AMAT | Applied Materials Inc | -0.1% | -12.36% | Trim |
| 27 | SUSC | Ishares Esg Aware Usd Corpor | -0.1% | EXIT | Sold out |
| 28 | KMB | Kimberly-clark CORP | -0.1% | EXIT | Sold out |
| 29 | RTX | Rtx CORP | -0.1% | -9.77% | Trim |
| 30 | VEA | Vanguard Ftse Developed ETF | -0.1% | -5.70% | Trim |
| 31 | DHR | Danaher CORP | -0.1% | -1.15% | Trim |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -7.73% | Trim |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | EXIT | Sold out |
| 34 | JNJ | Johnson & Johnson | -0.1% | -1.71% | Trim |
| 35 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | Sold out |
| 36 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | EXIT | Sold out |
| 38 | SCHX | Schwab US Large-cap ETF | -0.1% | +164.67% | Add |
| 39 | MDT | Medtronic plc | -0.1% | -12.55% | Trim |
| 40 | SUSB | Ishares Esg Aware 1-5 Year U | -0.1% | EXIT | Sold out |
| 41 | MPC | Marathon Petroleum CORP | -0.1% | EXIT | Sold out |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.1% | -10.52% | Trim |
| 43 | NEE | Nextera Energy Inc | -0.2% | -7.46% | Trim |
| 44 | PFE | Pfizer Inc | -0.2% | -44.02% | Trim |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | +29.44% | Add |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -11.30% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -11.94% | Trim |
| 48 | SCCO | Southern Copper CORP | -0.3% | EXIT | Sold out |
| 49 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | Sold out |
| 50 | GRMN | Garmin Ltd. | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Bigelow Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.2M across 146 disclosed positions in Q4 2024.
During Q4 2024, Bigelow Investment Advisors, LLC's top holdings by market value included IVV (6.6%)、SPY (6.1%)、VIG (4.8%). The largest single position, IVV, represented 6.6% of total portfolio value.
In Q4 2024, Bigelow Investment Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 25 holdings, and fully liquidating 11 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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