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CIK: 0001729516
Total reported value
$276.2M
$276.2M
149 檔
21.8%
The Q4 2025 SEC filing reveals that Bigelow Investment Advisors, LLC held a total portfolio value of $276.2M, covering 149 public equity positions.
Bigelow Investment Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 5 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.88% | +0.37% | +4.91% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.81% | +0.07% | -3.54% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 4.55% | -1.15% | +0.63% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.38% | -0.04% | +0.09% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.09% | -1.63% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.59% | +0.06% | +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% | -0.09% | +0.17% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | +0.14% | +1.13% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.02% | +0.04% | -8.06% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.92% | +0.03% | -5.84% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.92% | -0.11% | +18.09% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.89% | +0.52% | +14.48% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.70% | -0.12% | +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% | +0.24% | -7.04% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.39% | -0.17% | +12.71% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.09% | +0.42% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.09% | -2.44% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.02% | -0.08% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.07% | +1.38% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | -0.23% | +8.48% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.23% | +0.01% | -2.14% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.13% | +0.32% | +6.01% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.11% | +0.09% | +4.27% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.09% | -0.15% | -1.18% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.04% | -0.80% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.96% | -0.13% | -2.72% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 0.95% | -0.15% | +6.70% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.89% | +0.03% | -0.91% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.88% | -0.03% | +4.61% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | +0.03% | +3.40% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | — | -1.18% | |
| 34 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.81% | -0.09% | -15.09% | |
| 35 | VFH | Vanguard Financials ETF | ETF-Other | 0.79% | -0.02% | +6.19% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.77% | -0.08% | +0.17% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.06% | +2.05% | |
| 38 | VOX | Vanguard Communication Servi | ETF-Other | 0.70% | -0.06% | +4.29% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -1.00% | EXIT | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.69% | -0.07% | +2.51% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | -0.10% | +0.63% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.11% | -6.83% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.04% | -3.29% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.64% | +0.05% | -6.25% | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.64% | +0.02% | -7.21% | |
| 46 | GVI | Ishares Intermediate Governm | ETF-Other | 0.64% | -0.02% | +5.48% | |
| 47 | ROL | Rollins Inc | Stock-Consumer Disc | 0.60% | +0.39% | NEW | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.19% | -5.02% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.59% | -0.04% | +0.09% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.02% | -1.11% |
| # | 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 |
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 Q4 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, IAU) accounted for 21.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
KEX
市值: $251.0K
Top Position Liquidated / Trimmed
ADBE
前期市值: $410.6K
During Q4 2025, Bigelow Investment Advisors, LLC's top holdings by market value included IVV (6.9%)、SPY (4.8%)、IAU (4.5%). The largest single position, IVV, represented 6.9% of total portfolio value.
In Q4 2025, Bigelow Investment Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 18 holdings, and fully liquidating 5 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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