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CIK: 0001729516
Total reported value
$276.2M
$276.2M
149 檔
20.7%
As reported in its official Q3 2025 Form 13F filing, Bigelow Investment Advisors, LLC's tracked investment portfolio stood at $276.2M with 149 total positions.
In Q3 2025, Bigelow Investment Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 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 | 6.61% | +0.37% | +0.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.03% | +0.07% | -4.18% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.44% | -0.04% | -0.22% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 4.18% | -1.15% | +6.19% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.09% | -13.72% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.55% | +0.06% | -3.86% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.09% | -0.67% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.22% | +0.04% | -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% | +0.03% | -23.98% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.04% | +0.14% | +2.11% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.24% | -3.03% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.68% | -0.11% | -5.82% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.64% | +0.52% | +24.21% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.43% | -0.12% | +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% | +0.02% | -0.11% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.07% | -0.08% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.27% | -0.17% | +13.87% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.09% | -1.37% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.21% | -0.23% | +11.38% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.16% | +0.01% | -3.42% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.09% | -3.93% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.09% | +0.09% | +21.89% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.04% | -0.15% | -7.18% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.02% | +0.32% | +17.30% | |
| 27 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.02% | -0.13% | +4.95% | |
| 28 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.98% | -0.09% | -13.96% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.04% | -3.19% | |
| 30 | VPU | Vanguard Utilities ETF | ETF-Other | 0.94% | -0.15% | -3.16% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.90% | +0.03% | -0.37% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.88% | -0.03% | +15.20% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.02% | -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% | +0.03% | +7.14% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.80% | -0.08% | -3.42% | |
| 37 | VFH | Vanguard Financials ETF | ETF-Other | 0.76% | -0.02% | +14.39% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.04% | +1.76% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.06% | +2.24% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.70% | +0.05% | +1.93% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.69% | -0.07% | +9.87% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.69% | +0.02% | +1.10% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.11% | +2.37% | |
| 44 | VOX | Vanguard Communication Servi | ETF-Other | 0.67% | -0.06% | +4.58% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -1.00% | EXIT | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.10% | -5.29% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-Other | 0.62% | -0.02% | +26.29% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.04% | — | |
| 49 | ROL | Rollins Inc | Stock-Consumer Disc | 0.61% | +0.39% | NEW | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.19% | -5.09% |
| # | 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 |
According to official SEC Form 13F filings, Bigelow Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.2M across 149 disclosed positions in Q3 2025.
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 IVV, SPY, VIG) accounted for 20.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BUFR
市值: $5.2M
Top Position Liquidated / Trimmed
QCLN
前期市值: $406.1K
During Q3 2025, Bigelow Investment Advisors, LLC's top holdings by market value included IVV (6.6%)、SPY (5.0%)、VIG (4.4%). The largest single position, IVV, represented 6.6% of total portfolio value.
In Q3 2025, Bigelow Investment Advisors, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 20 holdings, and fully liquidating 1 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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