We are live on ! Find out more
BIA

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
CAT icon
76
Caterpillar
CAT
$387B
$818K 0.33%
1,715
+46
+3% +$19.6K
SBUX icon
77
Starbucks
SBUX
$120B
$808K 0.33%
9,555
+89
+0.9% +$7.97K
NKE icon
78
Nike
NKE
$61.9B
$802K 0.32%
11,503
+113
+1% +$8.42K
UNH icon
79
UnitedHealth
UNH
$370B
$799K 0.32%
2,315
-1,561
-40% -$472K
CL icon
80
Colgate-Palmolive
CL
$74.4B
$758K 0.31%
9,488
+533
+6% +$45.5K
AMAT icon
81
Applied Materials
AMAT
$428B
$748K 0.3%
3,654
+105
+3% +$19.1K
TIP icon
82
iShares TIPS Bond ETF
TIP
$14.7B
$743K 0.3%
6,682
-1,006
-13% -$111K
COST icon
83
Costco
COST
$420B
$734K 0.3%
793
+124
+19% +$119K
IYF icon
84
iShares US Financials ETF
IYF
$4.39B
$723K 0.29%
5,712
-25
-0.4% -$3.09K
CME icon
85
CME Group
CME
$94.8B
$708K 0.29%
2,619
-95
-4% -$25.8K
DE icon
86
Deere & Co
DE
$168B
$707K 0.29%
1,547
-26
-2% -$12.8K
IWM icon
87
iShares Russell 2000 ETF
IWM
$81.9B
$695K 0.28%
2,873
-165
-5% -$37.9K
VDC icon
88
Vanguard Consumer Staples ETF
VDC
$7.97B
$693K 0.28%
3,243
+1,901
+142% +$417K
IBM icon
89
IBM
IBM
$224B
$692K 0.28%
2,451
– –
DSI icon
90
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$685K 0.28%
5,435
-739
-12% -$89.4K
VZ icon
91
Verizon
VZ
$196B
$665K 0.27%
15,126
+1,040
+7% +$45K
BX icon
92
Blackstone
BX
$110B
$657K 0.27%
3,847
+253
+7% +$43.3K
AMD icon
93
Advanced Micro Devices
AMD
$789B
$651K 0.26%
4,026
+36
+0.9% +$5.81K
SCHZ icon
94
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$601K 0.24%
25,602
-1,138
-4% -$26.4K
MRK icon
95
Merck
MRK
$318B
$598K 0.24%
7,122
-518
-7% -$42.7K
BKNG icon
96
Booking.com
BKNG
$161B
$594K 0.24%
2,750
+50
+2% +$11.2K
CSX icon
97
CSX Corp
CSX
$93.1B
$573K 0.23%
16,131
-350
-2% -$12K
HON icon
98
Honeywell
HON
$78B
$572K 0.23%
2,882
+136
+5% +$28.4K
GLD icon
99
SPDR Gold Trust
GLD
$142B
$567K 0.23%
1,595
– –
IEI icon
100
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$566K 0.23%
4,732
+335
+8% +$39.8K
2 3
4
5 6

Similar funds

MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

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.