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CIK: 0001729516
Total reported value
$276.2M
$276.2M
146 檔
17.9%
According to the latest 13F quarterly dataset, Bigelow Investment Advisors, LLC managed an equity portfolio of $276.2M at the end of Q1 2025, spanning 146 distinct U.S. exchange-listed positions.
In Q1 2025, Bigelow Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.34% | +0.37% | -0.86% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.66% | +0.07% | -3.68% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.72% | -0.04% | -2.06% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 3.73% | -1.15% | +9.52% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.09% | +0.96% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.83% | +0.06% | +1.93% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.69% | +0.03% | +4.54% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.27% | +0.04% | -4.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.09% | +0.15% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.84% | +0.14% | -2.59% | |
| 11 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.49% | -0.09% | -16.55% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.45% | -0.11% | +45.80% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.39% | -0.12% | +17.12% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.09% | -4.76% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.32% | -0.07% | -1.38% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.28% | -0.23% | +13.55% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.02% | -1.61% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.24% | +0.55% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.17% | +0.52% | +0.15% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.15% | +0.01% | -2.38% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.15% | +2.84% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.06% | -0.13% | +10.61% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.08% | -0.33% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.15% | -1.58% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.04% | +2.18% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.00% | -0.08% | -3.05% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.04% | +2.76% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.92% | -0.17% | +224.05% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.91% | +0.03% | -3.74% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.90% | -0.03% | +6.73% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | — | -0.77% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.09% | -0.93% | |
| 33 | VPU | Vanguard Utilities ETF | ETF-Other | 0.86% | -0.15% | +52.88% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.81% | +0.03% | +5.80% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -1.00% | EXIT | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | +0.09% | +6.70% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.11% | +3.55% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.72% | +0.32% | -9.96% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.13% | -1.66% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.71% | +0.05% | +0.18% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | -0.06% | +3.35% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.19% | -15.69% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.68% | +0.02% | -4.82% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.68% | -0.03% | -6.60% | |
| 45 | VFH | Vanguard Financials ETF | ETF-Other | 0.67% | -0.02% | +28.24% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.10% | -3.92% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.67% | -0.07% | -9.04% | |
| 48 | ROL | Rollins Inc | Stock-Consumer Disc | 0.66% | +0.39% | NEW | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | -2.51% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.58% | -0.04% | — |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VIG) accounted for 17.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $13.3M
During Q1 2025, Bigelow Investment Advisors, LLC's top holdings by market value included IVV (6.3%)、SPY (5.7%)、VIG (4.7%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q1 2025, Bigelow Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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