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
SCHF icon
126
Schwab International Equity ETF
SCHF
$68.5B
$366K 0.15%
15,741
-295
-2% -$6.66K
CWB icon
127
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$366K 0.15%
4,044
-178
-4% -$15.3K
UBER icon
128
Uber
UBER
$158B
$361K 0.15%
3,681
-107
-3% -$10K
PANW icon
129
Palo Alto Networks
PANW
$311B
$350K 0.14%
1,719
+122
+8% +$23.4K
FISV
130
Fiserv Inc
FISV
$27.5B
$339K 0.14%
2,627
+457
+21% +$65.5K
PFE icon
131
Pfizer
PFE
$154B
$337K 0.14%
13,223
-1,670
-11% -$41.2K
MCD icon
132
McDonald's
MCD
$194B
$330K 0.13%
1,087
-27
-2% -$8.22K
MKC icon
133
McCormick & Company Non-Voting
MKC
$14.3B
$320K 0.13%
4,784
-168
-3% -$11.8K
EFA icon
134
iShares MSCI EAFE ETF
EFA
$80B
$308K 0.12%
3,295
+16
+0.5% +$1.45K
ADI icon
135
Analog Devices
ADI
$189B
$302K 0.12%
1,229
– –
VCSH icon
136
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$300K 0.12%
3,753
-600
-14% -$47.7K
VRT icon
137
Vertiv
VRT
$105B
$295K 0.12%
+1,957
New +$261K
EA
138
DELISTED
Electronic Arts
EA
$284K 0.11%
1,407
-432
-23% -$71.5K
ICVT icon
139
iShares Convertible Bond ETF
ICVT
$7.45B
$279K 0.11%
2,788
-37
-1% -$3.48K
IWB icon
140
iShares Russell 1000 ETF
IWB
$50.2B
$263K 0.11%
720
– –
TSM icon
141
TSMC
TSM
$2.2T
$260K 0.1%
+930
New +$227K
ESGE icon
142
iShares ESG Aware MSCI EM ETF
ESGE
$6.7B
$256K 0.1%
5,890
-8
-0.1% -$326
ITW icon
143
Illinois Tool Works
ITW
$84.1B
$250K 0.1%
957
-19
-2% -$4.95K
CMCSA icon
144
Comcast
CMCSA
$88.6B
$243K 0.1%
7,726
+755
+11% +$25.3K
ABT icon
145
Abbott
ABT
$187B
$241K 0.1%
1,803
-51
-3% -$6.7K
USHY icon
146
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$237K 0.1%
6,265
+209
+3% +$7.83K
UNP icon
147
Union Pacific
UNP
$174B
$221K 0.09%
936
+65
+7% +$14.7K
IWP icon
148
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$206K 0.08%
1,450
– –
MRVL icon
149
Marvell Technology
MRVL
$193B
$202K 0.08%
+2,405
New +$177K
AMGN icon
150
Amgen
AMGN
$223B
– –
-888
Closed -$248K
3 4 5
6
7

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.