Bigelow Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Bigelow Investment Advisors, LLC held in its portfolio 149 assets valued at $256,013,488 (i.e. $256.01M).
The most valuable assets in the portfolio included: ISHARES TR ($17.60M), SPDR S&P 500 ETF TR ($12.32M), and ISHARES GOLD TR ($11.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bigelow Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 25697 | 17601065 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 18067 | 12320203 | TR UNIT |
| ISHARES GOLD TR | 143370 | 11637343 | ISHARES NEW |
| VANGUARD SPECIALIZED FUNDS | 51034 | 11216253 | DIV APP ETF |
| APPLE INC | 26901 | 7313306 | COM |
| ISHARES TR | 100465 | 6630672 | CORE S&P MCP ETF |
| FIRST TR EXCHNG TRADED FD VI | 163967 | 5617509 | FT VEST LADDERED |
| MICROSOFT CORP | 11088 | 5362379 | COM |
| SCHWAB STRATEGIC TR | 160652 | 5240468 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 192311 | 5175089 | US LRG CAP ETF |
| ISHARES TR | 41006 | 4928101 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 201602 | 4913029 | SHT TM US TRES |
| ISHARES TR | 117285 | 4850897 | HDG MSCI EAFE |
| ISHARES TR | 82156 | 4344395 | ISHS 1-5YR INVS |
| ALPHABET INC | 13133 | 4110593 | CAP STK CL A |
| NVIDIA CORPORATION | 21454 | 4001171 | COM |
| ISHARES TR | 37400 | 3561228 | MBS ETF |
| JOHNSON & JOHNSON | 16941 | 3505940 | COM |
| ALPHABET INC | 10934 | 3431089 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 10634 | 3426487 | COM |
| ISHARES TR | 37340 | 3340436 | CORE MSCI EAFE |
| ISHARES TR | 32566 | 3252692 | CORE US AGGBD ET |
| AMERICAN EXPRESS CO | 8493 | 3141985 | COM |
| ISHARES INC | 39705 | 2885759 | MSCI EMRG CHN |
| INVESCO EXCHANGE TRADED FD T | 14829 | 2840643 | S&P500 EQL WGT |
| RTX CORPORATION | 15234 | 2793916 | COM |
| AMAZON COM INC | 10850 | 2504397 | COM |
| FIRST TR EXCHANGE-TRADED FD | 49370 | 2468006 | FST LOW OPPT EFT |
| VANGUARD WORLD FD | 13188 | 2440308 | UTILITIES ETF |
| SCHWAB STRATEGIC TR | 86442 | 2267374 | US BRD MKT ETF |
| ISHARES TR | 41982 | 2261990 | ISHS 5-10YR INVT |
| VANGUARD WHITEHALL FDS | 14757 | 2117925 | HIGH DIV YLD |
| VANGUARD TAX-MANAGED FDS | 33211 | 2074691 | VAN FTSE DEV MKT |
| ISHARES TR | 46311 | 2062678 | GNMA BOND ETF |
| VANGUARD WORLD FD | 15192 | 2027980 | FINANCIALS ETF |
| ISHARES TR | 38773 | 1971995 | FLTG RATE NT ETF |
| DISNEY WALT CO | 15845 | 1802701 | COM |
| VANGUARD WORLD FD | 9192 | 1779847 | COMM SRVC ETF |
| EXXON MOBIL CORP | 14725 | 1772007 | COM |
| VANGUARD SCOTTSDALE FDS | 20989 | 1757829 | INT-TERM CORP |
| TJX COS INC NEW | 11006 | 1690632 | COM |
| NEXTERA ENERGY INC | 20646 | 1657461 | COM |
| PROCTER AND GAMBLE CO | 11538 | 1653511 | COM |
| SCHWAB STRATEGIC TR | 55547 | 1644747 | US LCAP VA ETF |
| ISHARES TR | 11719 | 1632958 | ESG OPTIMIZED |
| ISHARES TR | 15167 | 1628177 | INTRM GOV CR ETF |
| ROLLINS INC | 25800 | 1548516 | COM |
| CISCO SYS INC | 20018 | 1541967 | COM |
| GENERAL DYNAMICS CORP | 4475 | 1506554 | COM |
| ORACLE CORP | 7517 | 1465138 | COM |
| VISA INC | 3817 | 1338660 | COM CL A |
| PEPSICO INC | 9074 | 1302300 | COM |
| ISHARES INC | 18956 | 1274222 | CORE MSCI EMKT |
| ECOLAB INC | 4768 | 1251695 | COM |
| META PLATFORMS INC | 1847 | 1219186 | CL A |
| DANAHER CORPORATION | 5303 | 1213963 | COM |
| ISHARES TR | 24691 | 1187390 | A RATE CP BD ETF |
| THERMO FISHER SCIENTIFIC INC | 2041 | 1182657 | COM |
| ARISTA NETWORKS INC | 8962 | 1174291 | COM SHS |
| VANGUARD WORLD FD | 4070 | 1171550 | HEALTH CAR ETF |
| BANK AMERICA CORP | 20917 | 1150435 | COM |
| NETFLIX INC | 11574 | 1085178 | COM |
| MEDTRONIC PLC | 11004 | 1057044 | SHS |
| HOME DEPOT INC | 3038 | 1045376 | COM |
| SCHWAB STRATEGIC TR | 38481 | 1019362 | US TIPS ETF |
| EATON CORP PLC | 3137 | 999166 | SHS |
| ISHARES TR | 6642 | 989525 | ESG AWR MSCI USA |
| LOWES COS INC | 4036 | 973201 | COM |
| CATERPILLAR INC | 1664 | 953256 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1875 | 942469 | CL B NEW |
| MASTERCARD INCORPORATED | 1611 | 919688 | CL A |
| IDEXX LABS INC | 1336 | 903844 | COM |
| VANGUARD INTL EQUITY INDEX F | 16778 | 901985 | FTSE EMR MKT ETF |
| DUKE ENERGY CORP NEW | 7373 | 864189 | COM NEW |
| ADVANCED MICRO DEVICES INC | 3999 | 856426 | COM |
| SCHWAB STRATEGIC TR | 27826 | 836728 | US MID-CAP ETF |
| ISHARES TR | 6632 | 791529 | 3 7 YR TREAS BD |
| STARBUCKS CORP | 9379 | 789806 | COM |
| TEXAS INSTRS INC | 4500 | 780705 | COM |
| VANGUARD WORLD FD | 3615 | 763633 | CONSUM STP ETF |
| UNITEDHEALTH GROUP INC | 2304 | 760573 | COM |
| DEERE & CO | 1588 | 739325 | COM |
| ISHARES TR | 5712 | 736448 | U.S. FINLS ETF |
| APPLIED MATLS INC | 2833 | 728053 | COM |
| COLGATE PALMOLIVE CO | 9201 | 727063 | COM |
| ISHARES TR | 6550 | 719911 | TIPS BD ETF |
| INTERNATIONAL BUSINESS MACHS | 2407 | 712977 | COM |
| CME GROUP INC | 2590 | 707277 | COM |
| COSTCO WHSL CORP NEW | 820 | 707119 | COM |
| MERCK & CO INC | 6714 | 706716 | COM |
| NIKE INC | 10664 | 679403 | CL B |
| ISHARES TR | 5163 | 665198 | ESG MSCI KLD 400 |
| FEDEX CORP | 2280 | 658601 | COM |
| ELI LILLY & CO | 604 | 649107 | COM |
| WALMART INC | 5813 | 647626 | COM |
| ISHARES TR | 2561 | 630516 | RUSSELL 2000 ETF |
| VERIZON COMMUNICATIONS INC | 15404 | 627405 | COM |
| GILEAD SCIENCES INC | 5021 | 616278 | COM |
| SPDR GOLD TR | 1534 | 607940 | GOLD SHS |
| ISHARES TR | 3572 | 602846 | ISHARES BIOTECH |
| BOOKING HOLDINGS INC | 112 | 599797 | COM |
| CSX CORP | 16066 | 582393 | COM |
| UNITED PARCEL SERVICE INC | 5814 | 576691 | CL B |
| BLACKSTONE INC | 3685 | 568006 | COM |
| BECTON DICKINSON & CO | 2835 | 550188 | COM |
| HONEYWELL INTL INC | 2806 | 547423 | COM |
| VANGUARD WORLD FD | 715 | 538953 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 25250 | 527473 | US REIT ETF |
| NORFOLK SOUTHN CORP | 1802 | 520273 | COM |
| SCHWAB STRATEGIC TR | 18141 | 516656 | US SML CAP ETF |
| SALESFORCE INC | 1922 | 509157 | COM |
| SCHWAB STRATEGIC TR | 21716 | 507503 | US AGGREGATE B |
| GOLDMAN SACHS GROUP INC | 573 | 503667 | COM |
| SYSCO CORP | 6814 | 502124 | COM |
| TRANE TECHNOLOGIES PLC | 1264 | 491949 | SHS |
| ISHARES TR | 5162 | 490828 | ESG AW MSCI EAFE |
| ISHARES TR | 9240 | 466250 | TRS FLT RT BD |
| ISHARES TR | 9026 | 451390 | CORE INTL AGGR |
| PAYPAL HLDGS INC | 7517 | 438842 | COM |
| ISHARES TR | 3994 | 427797 | NATIONAL MUN ETF |
| INTUIT | 642 | 425274 | COM |
| VANGUARD INDEX FDS | 649 | 407007 | S&P 500 ETF SHS |
| 3M CO | 2393 | 383119 | COM |
| SCHWAB STRATEGIC TR | 15332 | 368592 | INTL EQTY ETF |
| SPDR SERIES TRUST | 4026 | 359119 | STATE STREET SPD |
| PALO ALTO NETWORKS INC | 1916 | 352927 | COM |
| VERTIV HOLDINGS CO | 2141 | 346863 | COM CL A |
| ANALOG DEVICES INC | 1229 | 333305 | COM |
| MCDONALDS CORP | 1087 | 332220 | COM |
| UBER TECHNOLOGIES INC | 3961 | 323653 | COM |
| ISHARES TR | 3369 | 323525 | MSCI EAFE ETF |
| MCCORMICK & CO INC | 4629 | 315281 | COM NON VTG |
| TAIWAN SEMICONDUCTOR MFG LTD | 1014 | 308144 | SPONSORED ADS |
| AUTODESK INC | 994 | 294234 | COM |
| ELECTRONIC ARTS INC | 1385 | 282997 | COM |
| ISHARES TR | 2688 | 264768 | CONV BD ETF |
| VANGUARD SCOTTSDALE FDS | 3308 | 263747 | SHRT TRM CORP BD |
| ISHARES INC | 5970 | 263695 | ESG AWR MSCI EM |
| KIRBY CORP | 2278 | 250990 | COM |
| ISHARES TR | 670 | 250205 | RUS 1000 ETF |
| PFIZER INC | 9606 | 239189 | COM |
| ILLINOIS TOOL WKS INC | 946 | 233000 | COM |
| MARVELL TECHNOLOGY INC | 2654 | 225537 | COM |
| ISHARES TR | 2324 | 223484 | 7-10 YR TRSY BD |
| UNION PAC CORP | 942 | 217903 | COM |
| ISHARES TR | 8292 | 209291 | ESG AWRE 1 5 YR |
| CHUBB LIMITED | 650 | 202878 | COM |
| FIRST SOLAR INC | 776 | 202714 | COM |
| ABBOTT LABS | 1601 | 200589 | COM |
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