Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2025) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow Investment Advisors, LLC has $248.06 million in total holdings as of September 30, 2025.Bigelow Investment Advisors, LLC owns shares of 149 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About 3.67% of the portfolio was sold this quarter.This quarter, Bigelow Investment Advisors, LLC has purchased 147 new stocks and bought additional shares in 59 stocks.Bigelow Investment Advisors, LLC sold shares of 74 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $16,393,992SPDR S&P 500 ETF Trust $12,478,524Vanguard Dividend Appreciation ETF $11,002,485iShares Gold Trust $10,367,833Apple $6,963,112 Largest New Holdings this Quarter 33740F755 - FT Vest Laddered Buffer ETF $5,226,387 Holding040413205 - ARISTA NETWORKS INC $1,291,573 Holding92537N108 - Vertiv $295,233 Holding874039100 - Taiwan Semiconductor Manufacturing $259,740 Holding573874104 - Marvell Technology $202,188 Holding Largest Purchases this Quarter FT Vest Laddered Buffer ETF 156,385 shares (about $5.23M)ARISTA NETWORKS INC 8,864 shares (about $1.29M)iShares Currency Hedged MSCI EAFE ETF 19,969 shares (about $790.97K)iShares Gold Trust 8,311 shares (about $604.79K)Invesco S&P 500 Equal Weight ETF 2,554 shares (about $484.49K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 13,741 shares (about $1.63M)Apple 4,349 shares (about $1.11M)SPDR S&P 500 ETF Trust 818 shares (about $544.95K)UnitedHealth Group 1,561 shares (about $539.01K)iShares Biotechnology ETF 3,242 shares (about $468.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBigelow Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$16,393,992$132,523 ▲0.8%24,4946.6%ETFSPYSPDR S&P 500 ETF Trust$12,478,524$544,949 ▼-4.2%18,7315.0%FinanceVIGVanguard Dividend Appreciation ETF$11,002,485$24,600 ▼-0.2%50,9874.4%ETFIAUiShares Gold Trust$10,367,833$604,791 ▲6.2%142,4744.2%FinanceAAPLApple$6,963,112$1,107,386 ▼-13.7%27,3462.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$6,316,518$253,862 ▼-3.9%96,7902.5%ETFMSFTMicrosoft$5,733,189$38,846 ▼-0.7%11,0692.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$5,509,538$157,382 ▼-2.8%209,1702.2%ETFBUFRFT Vest Laddered Buffer ETF$5,226,387$5,226,387 ▲New Holding156,3852.1%ETFIJRiShares Core S&P Small-Cap ETF$5,175,047$1,632,843 ▼-24.0%43,5502.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,069,223$104,537 ▲2.1%158,8602.0%ETFNVDANVIDIA$4,305,893$134,338 ▼-3.0%23,0781.7%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$4,165,483$257,517 ▼-5.8%170,7171.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,058,070$790,969 ▲24.2%102,4511.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,545,203$387,277 ▲12.3%66,8531.4%ManufacturingGOOGLAlphabet$3,427,905$61,503 ▲1.8%14,1011.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,356,806$3,785 ▼-0.1%10,6421.4%FinanceIEFAiShares Core MSCI EAFE ETF$3,215,627$2,532 ▼-0.1%36,8301.3%ETFMBBiShares MBS ETF$3,157,267$384,596 ▲13.9%33,1821.3%ETFJNJJohnson & Johnson$3,128,035$43,574 ▼-1.4%16,8701.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$3,009,505$307,567 ▲11.4%30,0201.2%FinanceAXPAmerican Express$2,882,817$101,973 ▼-3.4%8,6791.2%FinanceGOOGAlphabet$2,729,708$111,546 ▼-3.9%11,2081.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,697,913$484,494 ▲21.9%14,2221.1%ETFRTXRTX$2,579,559$199,625 ▼-7.2%15,4161.0%AerospaceEMXCiShares MSCI Emerging Markets ex China ETF$2,528,452$372,925 ▲17.3%37,4531.0%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$2,526,793$119,247 ▲5.0%50,7491.0%ManufacturingGNMAiShares GNMA Bond ETF$2,418,968$392,362 ▼-14.0%54,5431.0%ETFAMZNAmazon.com$2,401,657$79,265 ▼-3.2%10,9381.0%Retail/WholesaleVPUVanguard Utilities ETF$2,341,108$76,332 ▼-3.2%12,3600.9%ETFSCHBSchwab US Broad Market ETF$2,242,889$8,356 ▼-0.4%87,2380.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,170,794$286,352 ▲15.2%40,1330.9%ManufacturingORCLOracle$2,137,705$22,780 ▼-1.1%7,6010.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,013,731$54,767 ▼-2.6%33,6070.8%ETFVYMVanguard High Dividend Yield ETF$2,011,638$134,043 ▲7.1%14,2720.8%ETFFLOTiShares Floating Rate Bond ETF$1,977,347$70,089 ▼-3.4%38,7070.8%ETFVFHVanguard Financials ETF$1,877,519$236,232 ▲14.4%14,3060.8%ETFPGProcter & Gamble$1,833,198$31,652 ▲1.8%11,9310.7%Consumer StaplesDISWalt Disney$1,777,857$38,930 ▲2.2%15,5270.7%Consumer DiscretionarySCHVSchwab U.S. Large-Cap Value ETF$1,724,768$32,661 ▲1.9%59,2500.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,722,236$154,762 ▲9.9%20,4760.7%ETFSUSAiShares MSCI USA ESG Select ETF$1,713,234$18,584 ▲1.1%12,6300.7%ETFNEENextEra Energy$1,672,783$38,726 ▲2.4%22,1590.7%UtilitiesVOXVanguard Communication Services ETF$1,654,652$72,464 ▲4.6%8,8140.7%ETFXOMExxon Mobil$1,618,301$25,820 ▲1.6%14,3530.7%EnergyTJXTJX Companies$1,580,834$88,314 ▼-5.3%10,9370.6%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$1,544,837$321,559 ▲26.3%14,3790.6%ETFGDGeneral Dynamics$1,524,6110.0%4,4710.6%AerospaceROLRollins$1,515,4920.0%25,8000.6%ConstructionCSCOCisco Systems$1,442,071$77,382 ▼-5.1%21,0770.6%Computer and TechnologyNFLXNetflix$1,328,403$32,371 ▲2.5%1,1080.5%Consumer DiscretionaryPEPPepsiCo$1,326,315$59,266 ▼-4.3%9,4440.5%Consumer StaplesVVisa$1,311,923$10,924 ▲0.8%3,8430.5%Business ServicesECLEcolab$1,293,989$28,755 ▲2.3%4,7250.5%Basic MaterialsARISTA NETWORKS INC$1,291,573$1,291,573 ▲New Holding8,8640.5%COM SHSMETAMeta Platforms$1,251,384$31,578 ▲2.6%1,7040.5%Computer and TechnologyHDHome Depot$1,236,235$405 ▲0.0%3,0510.5%Retail/WholesaleETNEaton$1,177,765$6,737 ▲0.6%3,1470.5%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$1,115,894$38,563 ▲3.6%16,9280.4%ETFVHTVanguard Health Care ETF$1,091,358$337,999 ▼-23.6%4,2040.4%ETFMDTMedtronic$1,072,117$58,763 ▼-5.2%11,2570.4%MedicalSCHPSchwab U.S. TIPS ETF$1,067,598$6,657 ▼-0.6%39,6140.4%ETFDHRDanaher$1,066,044$2,379 ▼-0.2%5,3770.4%MedicalBACBank of America$1,054,912$13,826 ▲1.3%20,4480.4%FinanceQLTAiShares Aaa - A Rated Corporate Bond ETF$1,036,386$27,143 ▲2.7%21,3820.4%ETFLOWLowe's Companies$1,024,873$8,293 ▼-0.8%4,0780.4%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$1,011,046$12,522 ▼-1.2%6,9440.4%ManufacturingVWOVanguard FTSE Emerging Markets ETF$972,152$50,442 ▼-4.9%17,9430.4%ETFTMOThermo Fisher Scientific$971,010$17,946 ▼-1.8%2,0020.4%MedicalTXNTexas Instruments$946,577$56,956 ▼-5.7%5,1520.4%Computer and TechnologyBRK.BBerkshire Hathaway$942,638$2,514 ▼-0.3%1,8750.4%FinanceMAMastercard$937,968$45,505 ▼-4.6%1,6490.4%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$930,577$42,533 ▼-4.4%31,3960.4%ETFDUKDuke Energy$900,776$5,197 ▼-0.6%7,2790.4%UtilitiesIDXXIDEXX Laboratories$878,474$17,250 ▼-1.9%1,3750.4%MedicalCATCaterpillar$818,312$21,949 ▲2.8%1,7150.3%IndustrialsSBUXStarbucks$808,353$7,529 ▲0.9%9,5550.3%Retail/WholesaleNKENIKE$802,104$7,879 ▲1.0%11,5030.3%Consumer DiscretionaryUNHUnitedHealth Group$799,370$539,014 ▼-40.3%2,3150.3%MedicalCLColgate-Palmolive$758,471$42,608 ▲6.0%9,4880.3%Consumer StaplesAMATApplied Materials$748,120$21,498 ▲3.0%3,6540.3%Computer and TechnologyTIPiShares TIPS Bond ETF$743,172$111,887 ▼-13.1%6,6820.3%ETFCOSTCostco Wholesale$734,025$114,778 ▲18.5%7930.3%Retail/WholesaleIYFiShares U.S. Financials ETF$723,368$3,166 ▼-0.4%5,7120.3%ETFCMECME Group$707,628$25,668 ▼-3.5%2,6190.3%FinanceDEDeere & Company$707,381$11,889 ▼-1.7%1,5470.3%IndustrialsIWMiShares Russell 2000 ETF$695,138$39,923 ▼-5.4%2,8730.3%FinanceVDCVanguard Consumer Staples ETF$693,126$406,301 ▲141.7%3,2430.3%ETFIBMInternational Business Machines$691,5740.0%2,4510.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$684,585$93,083 ▼-12.0%5,4350.3%ETFVZVerizon Communications$664,788$45,708 ▲7.4%15,1260.3%Computer and TechnologyBXBlackstone$657,260$43,225 ▲7.0%3,8470.3%FinanceAMDAdvanced Micro Devices$651,367$5,824 ▲0.9%4,0260.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$600,879$26,709 ▼-4.3%25,6020.2%ETFMRKMerck & Co., Inc.$597,749$43,476 ▼-6.8%7,1220.2%MedicalBKNGBooking$593,920$10,799 ▲1.9%1100.2%Retail/WholesaleCSXCSX$572,812$12,429 ▼-2.1%16,1310.2%TransportationHONHoneywell International$571,718$26,944 ▲4.9%2,7160.2%Multi-Sector ConglomeratesGLDSPDR Gold Shares$566,9750.0%1,5950.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$565,521$40,036 ▲7.6%4,7320.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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