Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2026) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow Investment Advisors, LLC has $249.80 million in total holdings as of March 31, 2026.Bigelow Investment Advisors, LLC owns shares of 153 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 3.35% of the portfolio was purchased this quarter.About 4.26% of the portfolio was sold this quarter.This quarter, Bigelow Investment Advisors, LLC has purchased 149 new stocks and bought additional shares in 64 stocks.Bigelow Investment Advisors, LLC sold shares of 74 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $16,725,596SPDR S&P 500 ETF Trust $12,056,342iShares Gold Trust $11,552,310Vanguard Dividend Appreciation ETF $10,861,390iShares Core S&P Mid-Cap ETF $7,024,336 Largest New Holdings this Quarter 46435U218 - iShares ESG MSCI USA Leaders ETF $319,223 Holding464287523 - iShares Semiconductor ETF $256,683 Holding74762E102 - Quanta Services $249,804 Holding74624M102 - EVERPURE INC $231,083 Holding595112103 - Micron Technology $228,380 Holding Largest Purchases this Quarter iShares Currency Hedged MSCI EAFE ETF 22,845 shares (about $970.80K)iShares 1-5 Year Investment Grade Corporate Bond ETF 11,696 shares (about $614.74K)Invesco S&P 500 Equal Weight ETF 2,468 shares (about $473.66K)iShares MBS ETF 4,957 shares (about $470.67K)iShares MSCI Emerging Markets ex China ETF 4,640 shares (about $364.98K) Largest Sales this Quarter iShares Gold Trust 12,332 shares (about $1.09M)iShares GNMA Bond ETF 18,302 shares (about $811.32K)FT Vest Laddered Buffer ETF 19,981 shares (about $674.76K)Schwab US Large-Cap ETF 15,395 shares (about $394.73K)Schwab US Broad Market ETF 13,362 shares (about $335.39K) 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$16,725,596$60,096 â–¼-0.4%25,6056.7%ETFSPYSPDR S&P 500 ETF Trust$12,056,342$306,953 â–²2.6%18,5394.8%FinanceIAUiShares Gold Trust$11,552,310$1,087,189 â–¼-8.6%131,0384.6%FinanceVIGVanguard Dividend Appreciation ETF$10,861,390$113,982 â–¼-1.0%50,5044.3%ETFIJHiShares Core S&P Mid-Cap ETF$7,024,336$239,934 â–²3.5%104,0182.8%ETFAAPLApple$6,684,067$143,138 â–¼-2.1%26,3372.7%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$5,954,814$970,797 â–²19.5%140,1302.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,932,877$614,744 â–²14.2%93,8522.0%ManufacturingIJRiShares Core S&P Small-Cap ETF$4,907,759$189,697 â–¼-3.7%39,4802.0%ETFBUFRFT Vest Laddered Buffer ETF$4,862,407$674,758 â–¼-12.2%143,9861.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,801,954$90,915 â–¼-1.9%197,8561.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,606,094$73,699 â–¼-1.6%158,1221.8%ETFSCHXSchwab US Large-Cap ETF$4,536,126$394,728 â–¼-8.0%176,9161.8%ETFMSFTMicrosoft$4,107,406$2,961 â–²0.1%11,0961.6%Computer and TechnologyMBBiShares MBS ETF$4,021,797$470,667 â–²13.3%42,3571.6%ETFJNJJohnson & Johnson$3,986,083$154,975 â–¼-3.7%16,3071.6%MedicalNVDANVIDIA$3,751,137$9,592 â–²0.3%21,5091.5%Computer and TechnologyGOOGLAlphabet$3,642,801$133,715 â–¼-3.5%12,6681.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$3,563,895$183,504 â–²5.4%39,3671.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,488,178$364,982 â–²11.7%44,3451.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$3,437,124$204,298 â–²6.3%34,6241.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,319,640$473,659 â–²16.6%17,2971.3%ETFJPMJPMorgan Chase & Co.$3,100,741$27,357 â–¼-0.9%10,5411.2%FinanceGOOGAlphabet$3,088,908$47,619 â–¼-1.5%10,7681.2%Computer and TechnologyRTXRTX$2,900,059$38,580 â–¼-1.3%15,0341.2%AerospaceAXPAmerican Express$2,543,554$25,408 â–¼-1.0%8,4091.0%FinanceXOMExxonMobil$2,498,752$509 â–²0.0%14,7281.0%EnergyAMZNAmazon.com$2,382,817$123,088 â–²5.4%11,4411.0%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,324,384$90,101 â–²4.0%43,6750.9%ManufacturingVPUVanguard Utilities ETF$2,314,077$298,993 â–¼-11.4%11,6790.9%ETFLMBSFirst Trust Low Duration Opportunities ETF$2,271,784$187,335 â–¼-7.6%45,6090.9%ManufacturingVYMVanguard High Dividend Yield ETF$2,258,081$72,569 â–²3.3%15,2470.9%Financial ServicesVEAVanguard FTSE Developed Markets ETF$2,137,517$9,356 â–²0.4%33,3570.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,943,880$207,040 â–²11.9%23,4910.8%ETFNEENextEra Energy$1,916,393$1,207 â–¼-0.1%20,6330.8%UtilitiesGVIiShares Intermediate Government/Credit Bond ETF$1,872,554$254,538 â–²15.7%17,5530.7%ETFFLOTiShares Floating Rate Bond ETF$1,864,159$111,326 â–¼-5.6%36,5880.7%ETFSCHBSchwab US Broad Market ETF$1,834,308$335,386 â–¼-15.5%73,0800.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,830,336$136,152 â–²8.0%60,0110.7%ETFTJXTJX Companies$1,724,760$32,898 â–¼-1.9%10,8000.7%Retail/WholesalePGProcter & Gamble$1,657,593$8,955 â–¼-0.5%11,4760.7%Consumer StaplesVFHVanguard Financials ETF$1,595,779$239,566 â–¼-13.1%13,2090.6%ETFDISWalt Disney$1,563,978$36,818 â–²2.4%16,2270.6%Consumer DiscretionaryGDGeneral Dynamics$1,535,9100.0%4,4750.6%AerospaceCSCOCisco Systems$1,455,414$97,762 â–¼-6.3%18,7580.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,451,777$129,596 â–²9.8%20,8140.6%ETFVOXVanguard Communication Services ETF$1,400,774$252,316 â–¼-15.3%7,7890.6%ETFPEPPepsiCo$1,399,318$9,783 â–¼-0.7%9,0110.6%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$1,352,811$195,240 â–¼-12.6%10,2410.5%ETFECLEcolab$1,322,385$54,002 â–²4.3%4,9710.5%Basic MaterialsGNMAiShares GNMA Bond ETF$1,241,620$811,315 â–¼-39.5%28,0090.5%ETFNFLXNetflix$1,229,662$116,822 â–²10.5%12,7890.5%Consumer DiscretionaryQLTAiShares Aaa - A Rated Corporate Bond ETF$1,201,790$26,746 â–²2.3%25,2530.5%ETFETNEaton$1,171,369$49,358 â–²4.4%3,2750.5%IndustrialsCATCaterpillar$1,169,667$9,210 â–¼-0.8%1,6510.5%IndustrialsVVisa$1,154,859$1,209 â–²0.1%3,8210.5%Business ServicesARISTA NETWORKS INC$1,136,697$36,343 â–²3.3%9,2580.5%COM SHSMETAMeta Platforms$1,133,962$77,238 â–²7.3%1,9820.5%Computer and TechnologySCHPSchwab U.S. TIPS ETF$1,089,813$65,833 â–²6.4%40,9550.4%ETFBACBank of America$1,045,346$25,642 â–²2.5%21,4430.4%FinanceDHRDanaher$1,018,910$13,462 â–²1.3%5,3740.4%MedicalTMOThermo Fisher Scientific$1,015,009$11,797 â–²1.2%2,0650.4%MedicalHDHome Depot$1,014,626$15,458 â–²1.5%3,0850.4%Retail/WholesaleVHTVanguard Health Care ETF$1,011,706$96,677 â–¼-8.7%3,7150.4%ETFORCLOracle$987,402$118,424 â–¼-10.7%6,7120.4%Computer and TechnologyDUKDuke Energy$986,240$20,819 â–²2.2%7,5320.4%UtilitiesMDTMedtronic$963,981$10,485 â–²1.1%11,1250.4%MedicalLOWLowe's Companies$955,000$1,418 â–²0.1%4,0420.4%Retail/WholesaleDEDeere & Company$917,052$22,532 â–²2.5%1,6280.4%IndustrialsESGUiShares ESG Aware MSCI USA ETF$887,693$51,618 â–¼-5.5%6,2770.4%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$885,230$98,675 â–²12.5%7,4640.4%ETFSBUXStarbucks$859,706$19,441 â–²2.3%9,5960.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$838,856$67,995 â–¼-7.5%15,5200.3%ETFTXNTexas Instruments$838,685$34,945 â–¼-4.0%4,3200.3%Computer and TechnologyMAMastercard$838,429$33,477 â–²4.2%1,6780.3%Business ServicesVZVerizon Communications$834,726$61,445 â–²7.9%16,6280.3%Computer and TechnologyBRK.BBerkshire Hathaway$830,454$68,046 â–¼-7.6%1,7330.3%FinanceCOSTCostco Wholesale$821,058$3,986 â–²0.5%8240.3%Retail/WholesaleWALMART INC$807,323$84,883 â–²11.7%6,4960.3%COMAMDAdvanced Micro Devices$806,193$7,323 â–¼-0.9%3,9630.3%Computer and TechnologyAMATApplied Materials$803,207$165,085 â–¼-17.0%2,3500.3%Computer and TechnologyCLColgate-Palmolive$792,383$8,182 â–²1.0%9,2970.3%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$790,595$70,898 â–¼-8.2%25,5360.3%ETFCMECME Group$768,796$3,840 â–²0.5%2,6030.3%FinanceIDXXIDEXX Laboratories$768,666$17,980 â–²2.4%1,3680.3%MedicalMRKMerck & Co., Inc.$746,159$61,468 â–¼-7.6%6,2030.3%MedicalTIPiShares TIPS Bond ETF$715,905$6,953 â–¼-1.0%6,4870.3%ETFFDXFedEx$711,291$100,799 â–¼-12.4%1,9970.3%TransportationGILDGilead Sciences$696,293$3,484 â–¼-0.5%4,9960.3%MedicalVDCVanguard Consumer Staples ETF$680,059$131,834 â–¼-16.2%3,0280.3%ETFHONHoneywell International$663,172$28,932 â–²4.6%2,9340.3%Multi-Sector ConglomeratesCSXCSX$657,867$1,642 â–¼-0.2%16,0260.3%TransportationIYFiShares U.S. Financials ETF$641,482$30,592 â–¼-4.6%5,4520.3%ETFIWMiShares Russell 2000 ETF$616,191$18,845 â–¼-3.0%2,4850.2%FinanceCWBSPDR Bloomberg Convertible Securities ETF$610,988$242,528 â–²65.8%6,6760.2%ETFVRTVertiv$606,153$69,661 â–²13.0%2,4190.2%Computer and TechnologyLLYEli Lilly and Company$593,252$37,711 â–²6.8%6450.2%MedicalGLDSPDR Gold Shares$587,776$72,289 â–¼-11.0%1,3660.2%FinanceNKENIKE$585,034$21,762 â–²3.9%11,0760.2%Consumer DiscretionaryTTTrane Technologies$562,599$35,840 â–²6.8%1,3500.2%ConstructionShowing 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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