Bigelow Investment Advisors, LLC — Q3 2025 13F Holdings

Name: Bigelow Investment Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729516

Total reported value

$249.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	6.61%	-0.18%	+0.81%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.03%	+0.02%	-4.18%
3	VIG	Vanguard Dividend Apprec ETF	ETF-Other	4.44%	-0.03%	-0.22%
4	IAU	Ishares Gold Trust	ETF-Commodities	4.18%	—	+6.19%
5	AAPL	Apple INC	Stock-Tech	2.81%	-0.18%	-13.72%
6	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.55%	+0.22%	-3.86%
7	MSFT	Microsoft CORP	Stock-Tech	2.31%	-0.45%	-0.67%
8	SCHX	Schwab US Large-cap ETF	ETF-Other	2.22%	-0.20%	-2.78%
9	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	2.11%	-0.24%	—
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.09%	—	-23.98%
11	SCHG	Schwab US Large-cap Growth	ETF-Other	2.04%	-0.21%	+2.11%
12	NVDA	Nvidia CORP	Stock-Tech	1.74%	-0.06%	-3.03%
13	SCHO	Schwab Short-term US Treas	ETF-Other	1.68%	—	-5.82%
14	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	1.64%	+0.49%	+24.21%
15	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.43%	+0.27%	+12.26%
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.38%	-0.15%	+1.83%
17	JPM	Jpmorgan Chase & Co	Stock-Financials	1.35%	-0.10%	-0.11%
18	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.30%	+0.13%	-0.08%
19	MBB	Ishares Mbs ETF	ETF-Other	1.27%	+0.22%	+13.87%
20	JNJ	Johnson & Johnson	Stock-Healthcare	1.26%	+0.23%	-1.37%
21	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.21%	—	+11.38%
22	AXP	American Express Co	Stock-Financials	1.16%	-0.21%	-3.42%
23	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.10%	-0.10%	-3.93%
24	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.09%	+0.22%	+21.89%
25	RTX	Rtx CORP	Stock-Industrials	1.04%	—	-7.18%
26	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.02%	+0.27%	+17.30%
27	LMBS	First Trust Low Duration Opp	ETF-Other	1.02%	-0.05%	+4.95%
28	GNMA	Ishares Gnma Bond ETF	ETF-Other	0.98%	-0.31%	-13.96%
29	AMZN	Amazon.com INC	Stock-Consumer Disc	0.97%	—	-3.19%
30	VPU	Vanguard Utilities ETF	ETF-Other	0.94%	—	-3.16%
31	SCHB	Schwab US Broad Market ETF	ETF-Other	0.90%	-0.16%	-0.37%
32	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.88%	—	+15.20%
33	ORCL	Oracle CORP	Stock-Tech	0.86%	-0.17%	-1.05%
34	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.81%	—	-2.65%
35	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.81%	—	+7.14%
36	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.80%	—	-3.42%
37	VFH	Vanguard Financials ETF	ETF-Other	0.76%	-0.15%	+14.39%
38	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.74%	—	+1.76%
39	DIS	Walt Disney Co/the	Stock-Comm Services	0.72%	-0.07%	+2.24%
40	SCHV	Schwab US Large-cap Value	ETF-Other	0.70%	—	+1.93%
41	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.69%	—	+9.87%
42	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.69%	-0.10%	+1.10%
43	NEE	Nextera Energy INC	Stock-Utilities	0.67%	+0.12%	+2.37%
44	VOX	Vanguard Communication Servi	ETF-Other	0.67%	-0.14%	+4.58%
45	XOM	Exxon Mobil CORP	Stock-Energy	0.65%	+0.31%	+1.62%
46	TJX	Tjx Companies INC	Stock-Consumer Disc	0.64%	—	-5.29%
47	GVI	Ishares Intermediate Governm	ETF-Other	0.62%	+0.11%	+26.29%
48	GD	General Dynamics CORP	Stock-Industrials	0.61%	—	—
49	ROL	Rollins INC	Stock-Consumer Disc	0.61%	-0.60%	EXIT
50	CSCO	Cisco Systems INC	Stock-Tech	0.58%	—	-5.09%

1–50 of 149

Holding changes this quarter

Position changes disclosed by Bigelow Investment Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+0.5%	-3.03%	Trim
2	HEFA	Isha Curr Hedged Msci Eafe	+0.5%	+24.21%	Add
3	IAU	Ishares Gold Trust	+0.5%	+6.19%	Add
4	MBB	Ishares Mbs ETF	+0.4%	+13.87%	Add
5	ORCL	Oracle CORP	+0.3%	-1.05%	Trim
6	RSP	Invesco S&p 500 Equal Weight	+0.3%	+21.89%	Add
7	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.3%	+17.30%	Add
8	MSFT	Microsoft CORP	+0.3%	-0.67%	Trim
9	GOOGL	Alphabet Inc-cl A	+0.3%	+1.83%	Trim
10	IVV	Ishares Core S&p 500 ETF	+0.3%	+0.81%	Add
11	SCHO	Schwab Short-term US Treas	+0.2%	-5.82%	Add
12	GOOG	Alphabet Inc-cl C	+0.2%	-3.93%	Trim
13	SCHG	Schwab US Large-cap Growth	+0.2%	+2.11%	Add
14	GVI	Ishares Intermediate Governm	+0.2%	+26.29%	Add
15	VOX	Vanguard Communication Servi	+0.1%	+4.58%	Add
16	JPM	Jpmorgan Chase & Co	+0.1%	-0.11%	Trim
17	VFH	Vanguard Financials ETF	+0.1%	+14.39%	Add
18	VPU	Vanguard Utilities ETF	+0.1%	-3.16%	Add
19	NFLX	Netflix INC	+0.1%	+2.50%	Add
20	ETN	Eaton Corporation plc	+0.1%	+0.58%	Add
21	CAT	Caterpillar INC	+0.1%	+2.76%	Add
22	IGSB	Ishares 1-5y Inv Grade CORP	0%	+12.26%	Add
23	META	Meta Platforms Inc-class A	0%	+2.59%	Add
24	GD	General Dynamics CORP	0%	—	Trim
25	VCIT	Vanguard Int-term Corporate	0%	+9.87%	Add
26	AXP	American Express Co	0%	-3.42%	Trim
27	DIS	Walt Disney Co/the	0%	+2.24%	Add
28	VYM	Vanguard High Dvd Yield ETF	—	+7.14%	Add
29	RTX	Rtx CORP	0%	-7.18%	Trim
30	SCHB	Schwab US Broad Market ETF	0%	-0.37%	Trim
31	IEFA	Ishares Core Msci Eafe ETF	0%	-0.08%	Add
32	LMBS	First Trust Low Duration Opp	0%	+4.95%	Add
33	SCHX	Schwab US Large-cap ETF	-0.1%	-2.78%	Trim
34	AGG	Ishares Core U.s. Aggregate	-0.1%	+11.38%	Add
35	AAPL	Apple INC	-0.2%	-13.72%	Trim
36	VHT	Vanguard Health Care ETF	-0.2%	-23.65%	Trim
37	VIG	Vanguard Dividend Apprec ETF	-0.3%	-0.22%	Trim
38	IJH	Ishares Core S&p Midcap ETF	-0.3%	-3.86%	Trim
39	IBB	Ishares Biotechnology ETF	-0.3%	-48.10%	Trim
40	GNMA	Ishares Gnma Bond ETF	-0.5%	-13.96%	Trim
41	IJR	Ishares Core S&p Small-cap E	-0.6%	-23.98%	Trim
42	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.6%	-4.18%	Trim
43	UNH	Unitedhealth Group INC	-0.7%	-40.27%	Trim
44	BUFR	Ft Vest Lad Buffervetf-usd I	—	NEW	New buy
45	ANET	Arista Networks INC	—	NEW	New buy
46	VDC	Vanguard Consumer Staple ETF	—	NEW	New buy
47	QCLN	First Trust Nasdaq Clean Edg	—	EXIT	Sold out
48	GS	Goldman Sachs Group INC	—	NEW	New buy
49	UBER	Uber Technologies INC	—	NEW	New buy
50	VRT	Vertiv Holdings Co-a	—	NEW	New buy