Bigelow Investment Advisors, LLC — Q4 2025 13F Holdings

Name: Bigelow Investment Advisors, LLC — 13F Holdings, Q4 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	6.88%	-0.18%	+4.91%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	4.81%	+0.02%	-3.54%
3	IAU	Ishares Gold Trust	ETF-Commodities	4.55%	—	+0.63%
4	VIG	Vanguard Dividend Apprec ETF	ETF-Other	4.38%	-0.03%	+0.09%
5	AAPL	Apple INC	Stock-Tech	2.86%	-0.18%	-1.63%
6	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.59%	+0.22%	+3.80%
7	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	2.19%	-0.24%	+4.85%
8	MSFT	Microsoft CORP	Stock-Tech	2.09%	-0.45%	+0.17%
9	SCHG	Schwab US Large-cap Growth	ETF-Other	2.05%	-0.21%	+1.13%
10	SCHX	Schwab US Large-cap ETF	ETF-Other	2.02%	-0.20%	-8.06%
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.92%	—	-5.84%
12	SCHO	Schwab Short-term US Treas	ETF-Other	1.92%	—	+18.09%
13	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	1.89%	+0.49%	+14.48%
14	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.70%	+0.27%	+22.89%
15	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.61%	-0.15%	-6.86%
16	NVDA	Nvidia CORP	Stock-Tech	1.56%	-0.06%	-7.04%
17	MBB	Ishares Mbs ETF	ETF-Other	1.39%	+0.22%	+12.71%
18	JNJ	Johnson & Johnson	Stock-Healthcare	1.37%	+0.23%	+0.42%
19	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.34%	-0.10%	-2.44%
20	JPM	Jpmorgan Chase & Co	Stock-Financials	1.34%	-0.10%	-0.08%
21	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.30%	+0.13%	+1.38%
22	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.27%	—	+8.48%
23	AXP	American Express Co	Stock-Financials	1.23%	-0.21%	-2.14%
24	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.13%	+0.27%	+6.01%
25	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.11%	+0.22%	+4.27%
26	RTX	Rtx CORP	Stock-Industrials	1.09%	—	-1.18%
27	AMZN	Amazon.com INC	Stock-Consumer Disc	0.98%	—	-0.80%
28	LMBS	First Trust Low Duration Opp	ETF-Other	0.96%	-0.05%	-2.72%
29	VPU	Vanguard Utilities ETF	ETF-Other	0.95%	—	+6.70%
30	SCHB	Schwab US Broad Market ETF	ETF-Other	0.89%	-0.16%	-0.91%
31	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.88%	—	+4.61%
32	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.83%	—	+3.40%
33	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.81%	—	-1.18%
34	GNMA	Ishares Gnma Bond ETF	ETF-Other	0.81%	-0.31%	-15.09%
35	VFH	Vanguard Financials ETF	ETF-Other	0.79%	-0.15%	+6.19%
36	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.77%	—	+0.17%
37	DIS	Walt Disney Co/the	Stock-Comm Services	0.70%	-0.07%	+2.05%
38	VOX	Vanguard Communication Servi	ETF-Other	0.70%	-0.14%	+4.29%
39	XOM	Exxon Mobil CORP	Stock-Energy	0.69%	+0.31%	+2.59%
40	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.69%	—	+2.51%
41	TJX	Tjx Companies INC	Stock-Consumer Disc	0.66%	—	+0.63%
42	NEE	Nextera Energy INC	Stock-Utilities	0.65%	+0.12%	-6.83%
43	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.65%	—	-3.29%
44	SCHV	Schwab US Large-cap Value	ETF-Other	0.64%	—	-6.25%
45	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.64%	-0.10%	-7.21%
46	GVI	Ishares Intermediate Governm	ETF-Other	0.64%	+0.11%	+5.48%
47	ROL	Rollins INC	Stock-Consumer Disc	0.60%	-0.60%	EXIT
48	CSCO	Cisco Systems INC	Stock-Tech	0.60%	—	-5.02%
49	GD	General Dynamics CORP	Stock-Industrials	0.59%	—	+0.09%
50	ORCL	Oracle CORP	Stock-Tech	0.57%	-0.17%	-1.11%

1–50 of 149

Holding changes this quarter

Position changes disclosed by Bigelow Investment Advisors, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IAU	Ishares Gold Trust	+0.4%	+0.63%	Add
2	IVV	Ishares Core S&p 500 ETF	+0.3%	+4.91%	Add
3	IGSB	Ishares 1-5y Inv Grade CORP	+0.3%	+22.89%	Add
4	HEFA	Isha Curr Hedged Msci Eafe	+0.3%	+14.48%	Add
5	SCHO	Schwab Short-term US Treas	+0.2%	+18.09%	Add
6	GOOG	Alphabet Inc-cl C	+0.2%	-2.44%	Trim
7	GOOGL	Alphabet Inc-cl A	+0.2%	-6.86%	Trim
8	MBB	Ishares Mbs ETF	+0.1%	+12.71%	Add
9	JNJ	Johnson & Johnson	+0.1%	+0.42%	Add
10	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.1%	+6.01%	Add
11	BUFR	Ft Vest Lad Buffervetf-usd I	+0.1%	+4.85%	Add
12	IEI	Ishares 3-7 Year Treasury Bo	+0.1%	+40.15%	Add
13	AXP	American Express Co	+0.1%	-2.14%	Trim
14	TMO	Thermo Fisher Scientific INC	+0.1%	+1.95%	Add
15	AMD	Advanced Micro Devices	+0.1%	-0.67%	Trim
16	AGG	Ishares Core U.s. Aggregate	+0.1%	+8.48%	Add
17	AAPL	Apple INC	+0.1%	-1.63%	Trim
18	RTX	Rtx CORP	+0.1%	-1.18%	Trim
19	IEMG	Ishares Core Msci Emerging	+0.1%	+11.98%	Add
20	LLY	Eli Lilly & Co	+0.1%	-7.36%	Trim
21	IJH	Ishares Core S&p Midcap ETF	0%	+3.80%	Add
22	XOM	Exxon Mobil CORP	0%	+2.59%	Add
23	QLTA	Ishares Aaa - A Rated Corpor	0%	+15.48%	Add
24	DHR	Danaher CORP	0%	-1.38%	Trim
25	VFH	Vanguard Financials ETF	0%	+6.19%	Add
26	RSP	Invesco S&p 500 Equal Weight	0%	+4.27%	Add
27	SCHG	Schwab US Large-cap Growth	0%	+1.13%	Add
28	VIG	Vanguard Dividend Apprec ETF	-0.1%	+0.09%	Add
29	ETN	Eaton Corporation plc	-0.1%	-0.32%	Trim
30	TXN	Texas Instruments INC	-0.1%	-12.66%	Trim
31	HD	Home Depot INC	-0.1%	-0.43%	Trim
32	PG	Procter & Gamble Co/the	-0.1%	-3.29%	Trim
33	NFLX	Netflix INC	-0.1%	+944.58%	Add
34	GNMA	Ishares Gnma Bond ETF	-0.2%	-15.09%	Trim
35	IJR	Ishares Core S&p Small-cap E	-0.2%	-5.84%	Trim
36	NVDA	Nvidia CORP	-0.2%	-7.04%	Trim
37	SCHX	Schwab US Large-cap ETF	-0.2%	-8.06%	Trim
38	MSFT	Microsoft CORP	-0.2%	+0.17%	Add
39	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-3.54%	Trim
40	ORCL	Oracle CORP	-0.3%	-1.11%	Trim
41	ADBE	Adobe INC	—	EXIT	Sold out
42	FISV	Fiserv INC	—	EXIT	Sold out
43	KEX	Kirby CORP	—	NEW	New buy
44	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
45	USHY	Ishares Broad Usd High Yield	—	EXIT	Sold out
46	IEF	Ishares 7-10 Year Treasury B	—	NEW	New buy
47	SUSB	Ishares Esg Aware 1-5 Year U	—	NEW	New buy
48	IWP	Ishares Russell Mid-cap Grow	—	EXIT	Sold out
49	CB	Chubb Limited	—	NEW	New buy
50	FSLR	First Solar INC	—	NEW	New buy