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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
-1.23%
1 Year Est. Return
+26.16%
3 Year Est. Return
+67.09%
5 Year Est. Return
+72.04%
10 Year Est. Return
–
AUM
$210M
AUM Growth
-$2.65M
Cap. Flow
+$1.82M
Cap. Flow %
0.86%
Top 10 Hldgs %
35.12%
Holding
152
New
6
Increased
59
Reduced
72
Closed
6

Top Buys

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$1.32M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$951K
3
IAU icon
iShares Gold Trust
IAU
+$627K
4
VPU
Vanguard Utilities ETF
VPU
+$619K
5
LLY icon
Eli Lilly
LLY
+$428K

Top Sells

Rank Stock Value
1
GNMA icon
iShares GNMA Bond ETF
GNMA
+$614K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$478K
3
MRK icon
Merck
MRK
+$343K
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$297K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$292K

Sector Composition

Rank Sector Weight
1 Technology 9.91%
2 Healthcare 5.99%
3 Financials 5.36%
4 Consumer Discretionary 4.52%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
126
3M
MMM
$93.7B
$351K 0.17%
2,390
-10
-0.4% -$1.47K
MCD icon
127
McDonald's
MCD
$194B
$348K 0.17%
1,114
-45
-4% -$13.5K
CWB icon
128
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$345K 0.16%
4,506
-63
-1% -$4.98K
SCHF icon
129
Schwab International Equity ETF
SCHF
$68.4B
$318K 0.15%
16,078
-1,316
-8% -$25.8K
EA
130
DELISTED
Electronic Arts
EA
$295K 0.14%
2,039
-1,196
-37% -$161K
AMGN icon
131
Amgen
AMGN
$223B
$277K 0.13%
+888
New +$262K
EFA icon
132
iShares MSCI EAFE ETF
EFA
$79.9B
$268K 0.13%
3,279
+31
+1% +$2.5K
ICVT icon
133
iShares Convertible Bond ETF
ICVT
$7.44B
$265K 0.13%
3,172
-360
-10% -$31.1K
CMCSA icon
134
Comcast
CMCSA
$88.5B
$260K 0.12%
7,050
+455
+7% +$16.4K
CLX icon
135
Clorox
CLX
$13B
$254K 0.12%
1,724
-95
-5% -$14.5K
PANW icon
136
Palo Alto Networks
PANW
$311B
$252K 0.12%
1,478
-180
-11% -$33.3K
ADI icon
137
Analog Devices
ADI
$188B
$248K 0.12%
1,229
– –
ABT icon
138
Abbott
ABT
$188B
$246K 0.12%
1,854
-84
-4% -$10.7K
ITW icon
139
Illinois Tool Works
ITW
$84.1B
$242K 0.12%
976
– –
USHY icon
140
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$225K 0.11%
6,112
+58
+1% +$2.15K
IWB icon
141
iShares Russell 1000 ETF
IWB
$50.2B
$221K 0.1%
720
– –
DGRW icon
142
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$219K 0.1%
2,745
– –
SHY icon
143
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$207K 0.1%
+2,505
New +$206K
ESGE icon
144
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$206K 0.1%
5,898
-538
-8% -$18.7K
CB icon
145
Chubb
CB
$135B
$203K 0.1%
+673
New +$187K
NVO
146
Novo Nordisk
NVO
$208B
$200K 0.1%
+2,884
New +$238K
ELV icon
147
Elevance Health
ELV
$86.4B
– –
-608
Closed -$224K
F icon
148
Ford
F
$55.8B
– –
-11,467
Closed -$114K
IWF icon
149
iShares Russell 1000 Growth ETF
IWF
$127B
– –
-2,912
Closed -$292K
NUSC icon
150
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
– –
-4,797
Closed -$201K
3 4 5
6
7

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Bigelow Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Bigelow Investment Advisors held 152 positions worth $210M, down 1.2% from $213M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Bigelow Investment Advisors's Q1 2025 filing shows 6 new, 59 increased, 72 reduced and 6 closed positions. Its largest new stake was Eli Lilly: 514 shares worth $425K. The largest sale was iShares GNMA Bond ETF, an estimated $614K.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 11% a quarter earlier, followed by Healthcare and Financials.

  • Bigelow Investment Advisors's largest Q1 2025 buy was Eli Lilly: 514 shares worth $425K.
  • Bigelow Investment Advisors added most to iShares MBS ETF in Q1 2025, an estimated $1.32M increase.
  • Bigelow Investment Advisors's biggest Q1 2025 reduction was iShares GNMA Bond ETF, cutting an estimated $614K.
  • Bigelow Investment Advisors fully exited Vanguard Morningstar Value ETF in Q1 2025, selling an estimated $297K.
  • Bigelow Investment Advisors's ten largest holdings make up 35% of its $210M portfolio in Q1 2025.
  • Bigelow Investment Advisors opened 6 new positions and closed 6 in Q1 2025.
  • Bigelow Investment Advisors's portfolio value fell 1.2% quarter-over-quarter to $210M.

Based on Bigelow Investment Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.