Bigelow Investment Advisors, LLC

CIK 0001729516 • 6 13F filings • Apr 21, 2025 – Jul 30, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $226.9M147 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$364K	0.2%Prev: 0.1%	2,390 SH	Increased-3 SH
ABBOTT LABS	COM	$252K	0.1%	1,854 SH	New
ADOBE INC	COM	$438K	0.2%	1,131 SH	New
ADVANCED MICRO DEVICES INC	COM	$566K	0.2%Prev: 0.3%	3,990 SH	Decreased+27 SH
ALPHABET INC	CAP STK CL A	$2.4M	1.1%Prev: 1.5%	13,848 SH	Decreased+1,180 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.9%Prev: 1.2%	11,666 SH	Decreased+898 SH
AMAZON COM INC	COM	$2.5M	1.1%Prev: 1.0%	11,299 SH	Increased-142 SH
AMERICAN EXPRESS CO	COM	$2.9M	1.3%Prev: 1.0%	8,986 SH	Increased+577 SH
AMGEN INC	COM	$248K	0.1%	888 SH	New
ANALOG DEVICES INC	COM	$293K	0.1%Prev: 0.1%	1,229 SH	Decreased+75 SH
APPLE INC	COM	$5.8M	2.6%Prev: 2.7%	31,695 SH	Decreased+5,358 SH
APPLIED MATLS INC	COM	$650K	0.3%Prev: 0.3%	3,549 SH	Decreased+1,199 SH
AUTODESK INC	COM	$495K	0.2%Prev: 0.1%	1,599 SH	Increased+698 SH
BANK AMERICA CORP	COM	$955K	0.4%Prev: 0.4%	20,180 SH	Decreased-1,263 SH
BECTON DICKINSON & CO	COM	$503K	0.2%Prev: 0.2%	2,922 SH	Increased+124 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$913K	0.4%Prev: 0.3%	1,880 SH	Increased+147 SH
BLACKSTONE INC	COM	$538K	0.2%Prev: 0.2%	3,594 SH	Increased-34 SH
BOOKING HOLDINGS INC	COM	$625K	0.3%Prev: 0.2%	108 SH	Increased-10 SH
CATERPILLAR INC	COM	$648K	0.3%Prev: 0.5%	1,669 SH	Decreased+18 SH
CISCO SYS INC	COM	$1.5M	0.7%Prev: 0.6%	22,208 SH	Increased+3,450 SH
CME GROUP INC	COM	$748K	0.3%Prev: 0.3%	2,714 SH	Decreased+111 SH
COLGATE PALMOLIVE CO	COM	$814K	0.4%Prev: 0.3%	8,955 SH	Increased-342 SH
COMCAST CORP NEW	CL A	$249K	0.1%Prev: 0.1%	6,971 SH	Increased-134 SH
COSTCO WHSL CORP NEW	COM	$662K	0.3%	669 SH	New
CSX CORP	COM	$538K	0.2%Prev: 0.3%	16,481 SH	Decreased+455 SH
DANAHER CORPORATION	COM	$1.1M	0.5%	5,389 SH	New
DEERE & CO	COM	$800K	0.4%Prev: 0.4%	1,573 SH	Decreased-55 SH
DISNEY WALT CO	COM	$1.9M	0.8%Prev: 0.6%	15,187 SH	Increased-1,040 SH
DUKE ENERGY CORP NEW	COM NEW	$864K	0.4%Prev: 0.4%	7,321 SH	Decreased-211 SH
EATON CORP PLC	SHS	$1.1M	0.5%Prev: 0.5%	3,129 SH	Decreased-146 SH
ECOLAB INC	COM	$1.2M	0.5%Prev: 0.5%	4,620 SH	Decreased-351 SH
ELECTRONIC ARTS INC	COM	$294K	0.1%Prev: 0.1%	1,839 SH	Increased+514 SH
ELI LILLY & CO	COM	$434K	0.2%Prev: 0.2%	557 SH	Decreased-88 SH
EXXON MOBIL CORP	COM	$1.5M	0.7%Prev: 1.0%	14,124 SH	Decreased-604 SH
FEDEX CORP	COM	$520K	0.2%Prev: 0.3%	2,286 SH	Decreased+289 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.4M	1.0%Prev: 0.9%	48,354 SH	Increased+2,745 SH
FIRST TR EXCHANGE-TRADED FD	NAS CLNEDG GREEN	$230K	0.1%	7,042 SH	New
FISERV INC	COM	$374K	0.2%	2,170 SH	New
GENERAL DYNAMICS CORP	COM	$1.3M	0.6%Prev: 0.6%	4,471 SH	Decreased-4 SH
GILEAD SCIENCES INC	COM	$556K	0.2%Prev: 0.3%	5,018 SH	Decreased+22 SH
GOLDMAN SACHS GROUP INC	COM	$239K	0.1%Prev: 0.2%	338 SH	Decreased-298 SH
HOME DEPOT INC	COM	$1.1M	0.5%Prev: 0.4%	3,050 SH	Increased-35 SH
HONEYWELL INTL INC	COM	$603K	0.3%Prev: 0.3%	2,588 SH	Decreased-346 SH
IDEXX LABS INC	COM	$752K	0.3%Prev: 0.3%	1,402 SH	Decreased+34 SH
ILLINOIS TOOL WKS INC	COM	$241K	0.1%Prev: 0.1%	976 SH	Decreased+30 SH
INTERNATIONAL BUSINESS MACHS	COM	$723K	0.3%	2,451 SH	New
INTUIT	COM	$512K	0.2%Prev: 0.1%	650 SH	Increased+27 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	0.9%Prev: 1.3%	11,668 SH	Decreased-5,629 SH
ISHARES GOLD TR	ISHARES NEW	$8.4M	3.7%Prev: 4.6%	134,163 SH	Decreased+3,125 SH
ISHARES INC	CORE MSCI EMKT	$981K	0.4%Prev: 0.6%	16,343 SH	Decreased-4,471 SH
ISHARES INC	ESG AWR MSCI EM	$231K	0.1%Prev: 0.1%	5,898 SH	Decreased-77 SH
ISHARES INC	MSCI EMRG CHN	$2.0M	0.9%Prev: 1.4%	31,929 SH	Decreased-12,416 SH
ISHARES TR	3 7 YR TREAS BD	$524K	0.2%Prev: 0.4%	4,397 SH	Decreased-3,067 SH
ISHARES TR	A RATE CP BD ETF	$996K	0.4%Prev: 0.5%	20,822 SH	Decreased-4,431 SH
ISHARES TR	BROAD USD HIGH	$227K	0.1%	6,056 SH	New
ISHARES TR	CONV BD ETF	$255K	0.1%Prev: 0.1%	2,825 SH	Increased+353 SH
ISHARES TR	CORE INTL AGGR	$468K	0.2%Prev: 0.2%	9,165 SH	Increased+780 SH
ISHARES TR	CORE MSCI EAFE	$3.1M	1.4%Prev: 1.4%	36,859 SH	Decreased-2,508 SH
ISHARES TR	CORE S&P MCP ETF	$6.2M	2.8%Prev: 2.8%	100,680 SH	Decreased-3,338 SH
ISHARES TR	CORE S&P SCP ETF	$6.3M	2.8%Prev: 2.0%	57,291 SH	Increased+17,811 SH
ISHARES TR	CORE S&P500 ETF	$15.1M	6.6%Prev: 6.7%	24,296 SH	Decreased-1,309 SH
ISHARES TR	CORE US AGGBD ET	$2.7M	1.2%Prev: 1.4%	26,952 SH	Decreased-7,672 SH
ISHARES TR	ESG AW MSCI EAFE	$461K	0.2%Prev: 0.2%	5,162 SH	Decreased-50 SH
ISHARES TR	ESG AWR MSCI USA	$951K	0.4%Prev: 0.4%	7,030 SH	Increased+753 SH
ISHARES TR	ESG MSCI KLD 400	$717K	0.3%Prev: 0.2%	6,174 SH	Increased+1,548 SH
ISHARES TR	ESG OPTIMIZED	$1.6M	0.7%Prev: 0.5%	12,493 SH	Increased+2,252 SH
ISHARES TR	FLTG RATE NT ETF	$2.0M	0.9%Prev: 0.7%	40,079 SH	Increased+3,491 SH
ISHARES TR	GNMA BOND ETF	$2.8M	1.2%Prev: 0.5%	63,390 SH	Increased+35,381 SH
ISHARES TR	HDG MSCI EAFE	$3.1M	1.4%Prev: 2.4%	82,482 SH	Decreased-57,648 SH
ISHARES TR	INTRM GOV CR ETF	$1.2M	0.5%Prev: 0.7%	11,386 SH	Decreased-6,167 SH
ISHARES TR	ISHARES BIOTECH	$853K	0.4%Prev: 0.2%	6,740 SH	Increased+3,809 SH
ISHARES TR	ISHS 1-5YR INVS	$3.1M	1.4%Prev: 2.0%	59,550 SH	Decreased-34,302 SH
ISHARES TR	ISHS 5-10YR INVT	$1.9M	0.8%Prev: 0.9%	34,839 SH	Decreased-8,836 SH
ISHARES TR	MBS ETF	$2.7M	1.2%Prev: 1.6%	29,140 SH	Decreased-13,217 SH
ISHARES TR	MSCI EAFE ETF	$293K	0.1%Prev: 0.1%	3,279 SH	Decreased-90 SH
ISHARES TR	NATIONAL MUN ETF	$501K	0.2%Prev: 0.2%	4,792 SH	Increased+698 SH
ISHARES TR	RUS 1000 ETF	$244K	0.1%Prev: 0.1%	720 SH	Increased+50 SH
ISHARES TR	RUS MD CP GR ETF	$201K	0.1%	1,450 SH	New
ISHARES TR	RUSSELL 2000 ETF	$655K	0.3%Prev: 0.2%	3,038 SH	Increased+553 SH
ISHARES TR	TIPS BD ETF	$846K	0.4%Prev: 0.3%	7,688 SH	Increased+1,201 SH
ISHARES TR	TRS FLT RT BD	$510K	0.2%Prev: 0.1%	10,065 SH	Increased+3,360 SH
ISHARES TR	U.S. FINLS ETF	$694K	0.3%Prev: 0.3%	5,737 SH	Increased+285 SH
JOHNSON & JOHNSON	COM	$2.6M	1.2%Prev: 1.6%	17,105 SH	Decreased+798 SH
JPMORGAN CHASE & CO.	COM	$3.1M	1.4%	10,654 SH	New
LOWES COS INC	COM	$912K	0.4%Prev: 0.4%	4,111 SH	Decreased+69 SH
MASTERCARD INCORPORATED	CL A	$972K	0.4%Prev: 0.3%	1,729 SH	Increased+51 SH
MCCORMICK & CO INC	COM NON VTG	$375K	0.2%Prev: 0.1%	4,952 SH	Increased+803 SH
MCDONALDS CORP	COM	$325K	0.1%Prev: 0.1%	1,114 SH	Decreased+32 SH
MEDTRONIC PLC	SHS	$1.0M	0.5%Prev: 0.4%	11,874 SH	Increased+749 SH
MERCK & CO INC	COM	$605K	0.3%Prev: 0.3%	7,640 SH	Decreased+1,437 SH
META PLATFORMS INC	CL A	$1.2M	0.5%Prev: 0.5%	1,661 SH	Increased-321 SH
MICROSOFT CORP	COM	$5.5M	2.4%Prev: 1.6%	11,144 SH	Increased+48 SH
NETFLIX INC	COM	$1.4M	0.6%	1,081 SH	New
NEXTERA ENERGY INC	COM	$1.5M	0.7%Prev: 0.8%	21,646 SH	Decreased+1,013 SH
NIKE INC	CL B	$809K	0.4%Prev: 0.2%	11,390 SH	Increased+314 SH
NORFOLK SOUTHN CORP	COM	$466K	0.2%Prev: 0.2%	1,822 SH	Decreased+24 SH
NOVO-NORDISK A S	ADR	$213K	0.1%	3,084 SH	New
NVIDIA CORPORATION	COM	$3.8M	1.7%Prev: 1.5%	23,798 SH	Increased+2,289 SH
ORACLE CORP	COM	$1.7M	0.7%Prev: 0.4%	7,682 SH	Increased+970 SH
PALO ALTO NETWORKS INC	COM	$327K	0.1%Prev: 0.1%	1,597 SH	Increased-349 SH
PAYPAL HLDGS INC	COM	$624K	0.3%Prev: 0.1%	8,394 SH	Increased+2,115 SH
PEPSICO INC	COM	$1.3M	0.6%Prev: 0.6%	9,866 SH	Decreased+855 SH
PFIZER INC	COM	$361K	0.2%Prev: 0.1%	14,893 SH	Increased+5,717 SH
PROCTER AND GAMBLE CO	COM	$1.9M	0.8%	11,725 SH	New
ROLLINS INC	COM	$1.5M	0.6%	25,800 SH	New
RTX CORPORATION	COM	$2.4M	1.1%Prev: 1.2%	16,609 SH	Decreased+1,575 SH
SALESFORCE INC	COM	$480K	0.2%Prev: 0.1%	1,759 SH	Increased+65 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$354K	0.2%Prev: 0.1%	16,036 SH	Increased+2,419 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.4M	1.9%Prev: 1.9%	181,271 SH	Decreased-16,585 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$621K	0.3%Prev: 0.2%	26,740 SH	Increased+8,943 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.1M	0.9%Prev: 0.7%	87,563 SH	Increased+14,483 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.5M	2.0%Prev: 1.8%	155,584 SH	Decreased-2,538 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.6M	0.7%Prev: 0.7%	58,128 SH	Decreased-1,883 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.3M	2.3%Prev: 1.8%	215,145 SH	Increased+38,229 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$921K	0.4%Prev: 0.3%	32,831 SH	Increased+7,295 SH
SCHWAB STRATEGIC TR	US REIT ETF	$672K	0.3%Prev: 0.2%	31,775 SH	Increased+8,101 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$544K	0.2%Prev: 0.2%	21,503 SH	Increased+5,202 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.1M	0.5%Prev: 0.4%	39,861 SH	Decreased-1,094 SH
SPDR GOLD TR	GOLD SHS	$486K	0.2%Prev: 0.2%	1,595 SH	Decreased+229 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.1M	5.3%	19,549 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$349K	0.2%	4,222 SH	New
STARBUCKS CORP	COM	$867K	0.4%Prev: 0.3%	9,466 SH	Increased-130 SH
SYSCO CORP	COM	$521K	0.2%Prev: 0.2%	6,879 SH	Increased-235 SH
TEXAS INSTRS INC	COM	$1.1M	0.5%Prev: 0.3%	5,462 SH	Increased+1,142 SH
THERMO FISHER SCIENTIFIC INC	COM	$827K	0.4%Prev: 0.4%	2,039 SH	Decreased-26 SH
TJX COS INC NEW	COM	$1.4M	0.6%Prev: 0.7%	11,548 SH	Decreased+748 SH
TRANE TECHNOLOGIES PLC	SHS	$540K	0.2%Prev: 0.2%	1,234 SH	Decreased-116 SH
UBER TECHNOLOGIES INC	COM	$353K	0.2%Prev: 0.1%	3,788 SH	Increased-494 SH
UNION PAC CORP	COM	$200K	0.1%Prev: 0.1%	871 SH	Decreased-203 SH
UNITED PARCEL SERVICE INC	CL B	$741K	0.3%	7,343 SH	New
UNITEDHEALTH GROUP INC	COM	$1.2M	0.5%Prev: 0.2%	3,876 SH	Increased+1,811 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$398K	0.2%Prev: 0.2%	701 SH	Increased+52 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$934K	0.4%Prev: 0.3%	18,874 SH	Increased+3,354 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	0.7%Prev: 0.8%	18,636 SH	Decreased-4,855 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$346K	0.2%Prev: 0.1%	4,353 SH	Increased+1,195 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.5M	4.6%Prev: 4.3%	51,101 SH	Decreased+597 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	0.9%Prev: 0.9%	34,521 SH	Decreased+1,164 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.8M	0.8%Prev: 0.9%	13,321 SH	Decreased-1,926 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.4M	0.6%Prev: 0.6%	8,428 SH	Increased+639 SH
VANGUARD WORLD FD	CONSUM STP ETF	$294K	0.1%Prev: 0.3%	1,342 SH	Decreased-1,686 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	0.7%Prev: 0.6%	12,506 SH	Decreased-703 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.4M	0.6%Prev: 0.4%	5,506 SH	Increased+1,791 SH
VANGUARD WORLD FD	INF TECH ETF	$474K	0.2%Prev: 0.2%	715 SH	Increased+135 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.3M	1.0%Prev: 0.9%	12,763 SH	Decreased+1,084 SH
VERIZON COMMUNICATIONS INC	COM	$610K	0.3%Prev: 0.3%	14,086 SH	Decreased-2,542 SH
VISA INC	COM CL A	$1.4M	0.6%Prev: 0.5%	3,811 SH	Increased-10 SH
WALMART INC	COM	$458K	0.2%Prev: 0.3%	4,688 SH	Decreased-1,808 SH

Sold (vs prior filing)

ARISTA NETWORKS INC — $1.1M
CAPITAL ONE FINL CORP — $208K
CHUBB LTD SWITZ — $212K
COSTCO WHOLESALE CORPORATION — $821K
DANAHER CORP DEL — $1.0M
EVERPURE INC — $231K
FIRST TR EXCHNG TRADED FD VI — $4.9M
ISHARES TR — $213K
ISHARES TR — $215K
ISHARES TR — $319K
ISHARES TR — $257K
ISHARES TR — $206K
JPMORGAN CHASE & CO — $3.1M
KIRBY CORP — $293K
MARVELL TECHNOLOGY INC — $316K
MICRON TECHNOLOGY INC — $228K
NETFLIX INC. — $1.2M
PROCTER & GAMBLE CO — $1.7M
QUANTA SVCS INC — $250K
SPDR SERIES TRUST — $611K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002085853-26-001150	—	View
Jan 28, 2026	Q4 2025	13F-HR	0002085853-26-000130	$256.0M	View
Oct 22, 2025