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Bigelow Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 26.16%
This Fund
S&P 500
This Quarter Est. Return
+7.57%
1 Year Est. Return
+26.16%
3 Year Est. Return
+67.09%
5 Year Est. Return
+72.04%
10 Year Est. Return
–
AUM
$248M
AUM Growth
+$21.1M
Cap. Flow
+$4.69M
Cap. Flow %
1.89%
Top 10 Hldgs %
34.33%
Holding
152
New
5
Increased
59
Reduced
74
Closed
3

Top Buys

Rank Stock Value
1
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$5.1M
2
ANET icon
Arista Networks
ANET
+$1.14M
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$770K
4
IAU icon
iShares Gold Trust
IAU
+$542K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$476K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
2
AAPL icon
Apple
AAPL
+$982K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$524K
4
UNH icon
UnitedHealth
UNH
+$472K
5
IBB icon
iShares Biotechnology ETF
IBB
+$443K

Sector Composition

Rank Sector Weight
1 Technology 11.45%
2 Financials 5.15%
3 Communication Services 4.72%
4 Industrials 4.52%
5 Healthcare 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMXC icon
26
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$2.53M 1.02%
37,453
+5,524
+17% +$357K
LMBS icon
27
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$2.53M 1.02%
50,749
+2,395
+5% +$119K
GNMA icon
28
iShares GNMA Bond ETF
GNMA
$432M
$2.42M 0.98%
54,543
-8,847
-14% -$389K
AMZN icon
29
Amazon
AMZN
$2.96T
$2.4M 0.97%
10,938
-361
-3% -$81.7K
VPU
30
Vanguard Utilities ETF
VPU
$8.44B
$2.34M 0.94%
12,360
-403
-3% -$73.8K
SCHB icon
31
Schwab US Broad Market ETF
SCHB
$44.9B
$2.24M 0.9%
87,238
-325
-0.4% -$8.04K
IGIB icon
32
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$2.17M 0.88%
40,133
+5,294
+15% +$283K
ORCL icon
33
Oracle
ORCL
$423B
$2.14M 0.86%
7,601
-81
-1% -$20.6K
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$237B
$2.01M 0.81%
33,607
-914
-3% -$53.3K
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$83.5B
$2.01M 0.81%
14,272
+951
+7% +$131K
FLOT icon
36
iShares Floating Rate Bond ETF
FLOT
$10.5B
$1.98M 0.8%
38,707
-1,372
-3% -$69.9K
VFH icon
37
Vanguard Financials ETF
VFH
$13.8B
$1.88M 0.76%
14,306
+1,800
+14% +$233K
PG icon
38
Procter & Gamble
PG
$339B
$1.83M 0.74%
11,931
+206
+2% +$32.2K
DIS icon
39
Walt Disney
DIS
$181B
$1.78M 0.72%
15,527
+340
+2% +$40K
SCHV
40
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$1.72M 0.7%
59,250
+1,122
+2% +$31.9K
VCIT icon
41
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$1.72M 0.69%
20,476
+1,840
+10% +$153K
SUSA icon
42
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$1.71M 0.69%
12,630
+137
+1% +$17.9K
NEE icon
43
NextEra Energy
NEE
$177B
$1.67M 0.67%
22,159
+513
+2% +$37.5K
VOX icon
44
Vanguard Communication Services ETF
VOX
$5.85B
$1.65M 0.67%
8,814
+386
+5% +$68.9K
XOM icon
45
ExxonMobil
XOM
$634B
$1.62M 0.65%
14,353
+229
+2% +$25.5K
TJX icon
46
TJX Companies
TJX
$178B
$1.58M 0.64%
10,937
-611
-5% -$81.2K
GVI icon
47
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$1.54M 0.62%
14,379
+2,993
+26% +$320K
GD icon
48
General Dynamics
GD
$106B
$1.52M 0.61%
4,471
– –
ROL icon
49
Rollins
ROL
$18.2B
$1.52M 0.61%
25,800
– –
CSCO icon
50
Cisco
CSCO
$479B
$1.44M 0.58%
21,077
-1,131
-5% -$77.1K
1
2
3 4 5

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Bigelow Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Bigelow Investment Advisors held 152 positions worth $248M, up 9.3% from $227M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Bigelow Investment Advisors's Q3 2025 filing shows 5 new, 59 increased, 74 reduced and 3 closed positions. Its largest new stake was FT Vest Fund of Buffer ETFs: 156,385 shares worth $5.23M. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $1.58M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 11% a quarter earlier, followed by Financials and Communication Services.

  • Bigelow Investment Advisors's largest Q3 2025 buy was FT Vest Fund of Buffer ETFs: 156,385 shares worth $5.23M.
  • Bigelow Investment Advisors added most to iShares Currency Hedged MSCI EAFE ETF in Q3 2025, an estimated $770K increase.
  • Bigelow Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $1.58M.
  • Bigelow Investment Advisors fully exited Amgen in Q3 2025, selling an estimated $248K.
  • Bigelow Investment Advisors's ten largest holdings make up 34% of its $248M portfolio in Q3 2025.
  • Bigelow Investment Advisors opened 5 new positions and closed 3 in Q3 2025.
  • Bigelow Investment Advisors's portfolio value rose 9.3% quarter-over-quarter to $248M.

Based on Bigelow Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.