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: $249.8M153 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$348K	0.1%Prev: 0.2%	2,393 SH	Decreased+3 SH
ADVANCED MICRO DEVICES INC	COM	$806K	0.3%Prev: 0.2%	3,963 SH	Increased+158 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.5%Prev: 1.1%	12,668 SH	Increased-2,302 SH
ALPHABET INC	CAP STK CL C	$3.1M	1.2%Prev: 0.9%	10,768 SH	Increased-1,019 SH
AMAZON COM INC	COM	$2.4M	1.0%Prev: 1.0%	11,441 SH	Increased+301 SH
AMERICAN EXPRESS CO	COM	$2.5M	1.0%Prev: 1.2%	8,409 SH	Increased-601 SH
ANALOG DEVICES INC	COM	$367K	0.1%Prev: 0.1%	1,154 SH	Increased-75 SH
APPLE INC	COM	$6.7M	2.7%Prev: 3.0%	26,337 SH	Increased-2,265 SH
APPLIED MATLS INC	COM	$803K	0.3%Prev: 0.2%	2,350 SH	Increased-1,105 SH
ARISTA NETWORKS INC	COM SHS	$1.1M	0.5%	9,258 SH	New
AUTODESK INC	COM	$216K	0.1%Prev: 0.2%	901 SH	Decreased-641 SH
BANK AMERICA CORP	COM	$1.0M	0.4%Prev: 0.4%	21,443 SH	Increased+1,917 SH
BECTON DICKINSON & CO	COM	$440K	0.2%Prev: 0.3%	2,798 SH	Decreased-99 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$830K	0.3%Prev: 0.5%	1,733 SH	Decreased-334 SH
BLACKSTONE INC	COM	$417K	0.2%Prev: 0.2%	3,628 SH	Decreased+168 SH
BOOKING HOLDINGS INC	COM	$497K	0.2%Prev: 0.2%	118 SH	Increased+12 SH
CAPITAL ONE FINL CORP	COM	$208K	0.1%	1,142 SH	New
CATERPILLAR INC	COM	$1.2M	0.5%Prev: 0.3%	1,651 SH	Increased+29 SH
CHUBB LTD SWITZ	COM	$212K	0.1%	650 SH	New
CISCO SYS INC	COM	$1.5M	0.6%Prev: 0.7%	18,758 SH	Increased-4,688 SH
CME GROUP INC	COM	$769K	0.3%Prev: 0.3%	2,603 SH	Increased-95 SH
COLGATE PALMOLIVE CO	COM	$792K	0.3%Prev: 0.4%	9,297 SH	Decreased+765 SH
COMCAST CORP NEW	CL A	$204K	0.1%Prev: 0.1%	7,105 SH	Decreased+55 SH
COSTCO WHOLESALE CORPORATION	COM	$821K	0.3%	824 SH	New
CSX CORP	COM	$658K	0.3%Prev: 0.2%	16,026 SH	Increased-1,372 SH
DANAHER CORP DEL	COM	$1.0M	0.4%	5,374 SH	New
DEERE & CO	COM	$917K	0.4%Prev: 0.3%	1,628 SH	Increased+62 SH
DISNEY WALT CO	COM	$1.6M	0.6%Prev: 0.7%	16,227 SH	Increased+1,080 SH
DUKE ENERGY CORP NEW	COM NEW	$986K	0.4%Prev: 0.4%	7,532 SH	Increased+409 SH
EATON CORP PLC	SHS	$1.2M	0.5%Prev: 0.4%	3,275 SH	Increased+238 SH
ECOLAB INC	COM	$1.3M	0.5%Prev: 0.5%	4,971 SH	Increased+408 SH
ELECTRONIC ARTS INC	COM	$270K	0.1%Prev: 0.1%	1,325 SH	Decreased-714 SH
ELI LILLY & CO	COM	$593K	0.2%Prev: 0.2%	645 SH	Increased+131 SH
EVERPURE INC	CL A	$231K	0.1%	3,914 SH	New
EXXON MOBIL CORP	COM	$2.5M	1.0%Prev: 0.8%	14,728 SH	Increased+570 SH
FEDEX CORP	COM	$711K	0.3%Prev: 0.3%	1,997 SH	Increased-236 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.3M	0.9%Prev: 1.1%	45,609 SH	Increased+245 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.9M	1.9%	143,986 SH	New
GENERAL DYNAMICS CORP	COM	$1.5M	0.6%Prev: 0.6%	4,475 SH	Increased-8 SH
GILEAD SCIENCES INC	COM	$696K	0.3%Prev: 0.3%	4,996 SH	Increased-522 SH
GOLDMAN SACHS GROUP INC	COM	$538K	0.2%	636 SH	New
HOME DEPOT INC	COM	$1.0M	0.4%Prev: 0.5%	3,085 SH	Decreased+46 SH
HONEYWELL INTL INC	COM	$663K	0.3%Prev: 0.2%	2,934 SH	Increased+598 SH
IDEXX LABS INC	COM	$769K	0.3%Prev: 0.3%	1,368 SH	Increased-52 SH
ILLINOIS TOOL WKS INC	COM	$246K	0.1%Prev: 0.1%	946 SH	Increased-30 SH
INTUIT	COM	$269K	0.1%Prev: 0.2%	623 SH	Decreased+5 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.3M	1.3%Prev: 0.8%	17,297 SH	Increased+7,919 SH
ISHARES GOLD TR	ISHARES NEW	$11.6M	4.6%Prev: 3.7%	131,038 SH	Increased-2,190 SH
ISHARES INC	CORE MSCI EMKT	$1.5M	0.6%Prev: 0.4%	20,814 SH	Increased+4,556 SH
ISHARES INC	ESG AWR MSCI EM	$272K	0.1%Prev: 0.1%	5,975 SH	Increased+77 SH
ISHARES INC	MSCI EMRG CHN	$3.5M	1.4%Prev: 0.7%	44,345 SH	Increased+16,894 SH
ISHARES TR	3 7 YR TREAS BD	$885K	0.4%Prev: 0.2%	7,464 SH	Increased+3,670 SH
ISHARES TR	7-10 YR TRSY BD	$213K	0.1%	2,230 SH	New
ISHARES TR	A RATE CP BD ETF	$1.2M	0.5%Prev: 0.5%	25,253 SH	Increased+4,907 SH
ISHARES TR	CONV BD ETF	$252K	0.1%Prev: 0.1%	2,472 SH	Decreased-700 SH
ISHARES TR	CORE INTL AGGR	$420K	0.2%Prev: 0.3%	8,385 SH	Decreased-2,483 SH
ISHARES TR	CORE MSCI EAFE	$3.6M	1.4%Prev: 1.3%	39,367 SH	Increased+2,675 SH
ISHARES TR	CORE S&P MCP ETF	$7.0M	2.8%Prev: 2.8%	104,018 SH	Increased+2,035 SH
ISHARES TR	CORE S&P SCP ETF	$4.9M	2.0%Prev: 2.7%	39,480 SH	Decreased-14,638 SH
ISHARES TR	CORE S&P500 ETF	$16.7M	6.7%Prev: 6.3%	25,605 SH	Increased+1,868 SH
ISHARES TR	CORE US AGGBD ET	$3.4M	1.4%Prev: 1.3%	34,624 SH	Increased+7,473 SH
ISHARES TR	ESG AW MSCI EAFE	$498K	0.2%Prev: 0.2%	5,212 SH	Increased+50 SH
ISHARES TR	ESG AWR MSCI USA	$888K	0.4%Prev: 0.4%	6,277 SH	Increased-753 SH
ISHARES TR	ESG AWRE 1 5 YR	$215K	0.1%	8,559 SH	New
ISHARES TR	ESG MSCI KLD 400	$561K	0.2%	4,626 SH	New
ISHARES TR	ESG MSCI LEADR	$319K	0.1%	2,810 SH	New
ISHARES TR	ESG OPTIMIZED	$1.4M	0.5%	10,241 SH	New
ISHARES TR	FLTG RATE NT ETF	$1.9M	0.7%Prev: 1.0%	36,588 SH	Decreased-4,513 SH
ISHARES TR	GNMA BOND ETF	$1.2M	0.5%Prev: 1.5%	28,009 SH	Decreased-43,475 SH
ISHARES TR	HDG MSCI EAFE	$6.0M	2.4%Prev: 1.2%	140,130 SH	Increased+72,106 SH
ISHARES TR	INTRM GOV CR ETF	$1.9M	0.7%Prev: 0.5%	17,553 SH	Increased+8,155 SH
ISHARES TR	ISHARES BIOTECH	$495K	0.2%Prev: 0.5%	2,931 SH	Decreased-5,396 SH
ISHARES TR	ISHARES SEMICDTR	$257K	0.1%	781 SH	New
ISHARES TR	ISHS 1-5YR INVS	$4.9M	2.0%Prev: 1.4%	93,852 SH	Increased+38,135 SH
ISHARES TR	ISHS 5-10YR INVT	$2.3M	0.9%Prev: 0.9%	43,675 SH	Increased+7,556 SH
ISHARES TR	MBS ETF	$4.0M	1.6%Prev: 0.9%	42,357 SH	Increased+21,686 SH
ISHARES TR	MSCI EAFE ETF	$327K	0.1%Prev: 0.1%	3,369 SH	Increased+90 SH
ISHARES TR	NATIONAL MUN ETF	$435K	0.2%Prev: 0.3%	4,094 SH	Decreased-1,270 SH
ISHARES TR	RUS 1000 ETF	$239K	0.1%Prev: 0.1%	670 SH	Increased-50 SH
ISHARES TR	RUSSELL 2000 ETF	$616K	0.2%Prev: 0.3%	2,485 SH	Increased-552 SH
ISHARES TR	SHRT NAT MUN ETF	$206K	0.1%	1,931 SH	New
ISHARES TR	TIPS BD ETF	$716K	0.3%Prev: 0.4%	6,487 SH	Decreased-1,244 SH
ISHARES TR	TRS FLT RT BD	$339K	0.1%Prev: 0.2%	6,705 SH	Decreased-3,570 SH
ISHARES TR	U.S. FINLS ETF	$641K	0.3%Prev: 0.3%	5,452 SH	Decreased-578 SH
JOHNSON & JOHNSON	COM	$4.0M	1.6%Prev: 1.4%	16,307 SH	Increased-1,021 SH
JPMORGAN CHASE & CO	COM	$3.1M	1.2%	10,541 SH	New
KIRBY CORP	COM	$293K	0.1%	2,205 SH	New
LOWES COS INC	COM	$955K	0.4%Prev: 0.5%	4,042 SH	Increased-49 SH
MARVELL TECHNOLOGY INC	COM	$316K	0.1%	3,190 SH	New
MASTERCARD INCORPORATED	CL A	$838K	0.3%Prev: 0.5%	1,678 SH	Decreased-180 SH
MCCORMICK & CO INC	COM NON VTG	$209K	0.1%Prev: 0.2%	4,149 SH	Decreased-822 SH
MCDONALDS CORP	COM	$336K	0.1%Prev: 0.2%	1,082 SH	Decreased-32 SH
MEDTRONIC PLC	SHS	$964K	0.4%Prev: 0.5%	11,125 SH	Decreased-1,263 SH
MERCK & CO INC	COM	$746K	0.3%Prev: 0.4%	6,203 SH	Decreased-2,607 SH
META PLATFORMS INC	CL A	$1.1M	0.5%Prev: 0.5%	1,982 SH	Increased+316 SH
MICRON TECHNOLOGY INC	COM	$228K	0.1%	676 SH	New
MICROSOFT CORP	COM	$4.1M	1.6%Prev: 2.0%	11,096 SH	Decreased-280 SH
NETFLIX INC.	COM	$1.2M	0.5%	12,789 SH	New
NEXTERA ENERGY INC	COM	$1.9M	0.8%Prev: 0.7%	20,633 SH	Increased-1,126 SH
NIKE INC	CL B	$585K	0.2%Prev: 0.4%	11,076 SH	Decreased-781 SH
NORFOLK SOUTHN CORP	COM	$516K	0.2%Prev: 0.2%	1,798 SH	Increased-89 SH
NVIDIA CORPORATION	COM	$3.8M	1.5%Prev: 1.2%	21,509 SH	Increased-2,097 SH
ORACLE CORP	COM	$987K	0.4%Prev: 0.5%	6,712 SH	Decreased-1,095 SH
PALO ALTO NETWORKS INC	COM	$312K	0.1%Prev: 0.1%	1,946 SH	Increased+468 SH
PAYPAL HLDGS INC	COM	$284K	0.1%Prev: 0.3%	6,279 SH	Decreased-2,389 SH
PEPSICO INC	COM	$1.4M	0.6%Prev: 0.7%	9,011 SH	Decreased-1,012 SH
PFIZER INC	COM	$258K	0.1%Prev: 0.2%	9,176 SH	Decreased-6,936 SH
PROCTER & GAMBLE CO	COM	$1.7M	0.7%	11,476 SH	New
QUANTA SVCS INC	COM	$250K	0.1%	455 SH	New
RTX CORPORATION	COM	$2.9M	1.2%Prev: 1.1%	15,034 SH	Increased-1,689 SH
SALESFORCE INC	COM	$316K	0.1%Prev: 0.2%	1,694 SH	Decreased+34 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$337K	0.1%Prev: 0.2%	13,617 SH	Increased-2,461 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.8M	1.9%Prev: 1.4%	197,856 SH	Increased+72,877 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$413K	0.2%Prev: 0.3%	17,797 SH	Decreased-12,883 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.8M	0.7%Prev: 0.9%	73,080 SH	Decreased-15,586 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.6M	1.8%Prev: 1.8%	158,122 SH	Increased+3,055 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	0.7%Prev: 0.7%	60,011 SH	Increased+3,570 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.5M	1.8%Prev: 2.3%	176,916 SH	Decreased-39,466 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$791K	0.3%Prev: 0.4%	25,536 SH	Decreased-8,863 SH
SCHWAB STRATEGIC TR	US REIT ETF	$509K	0.2%Prev: 0.3%	23,674 SH	Decreased-7,643 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$474K	0.2%Prev: 0.2%	16,301 SH	Decreased-5,207 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.1M	0.4%Prev: 0.5%	40,955 SH	Increased+3,741 SH
SPDR GOLD TR	GOLD SHS	$588K	0.2%Prev: 0.2%	1,366 SH	Increased-229 SH
SPDR SERIES TRUST	STATE STREET SPD	$611K	0.2%	6,676 SH	New
STARBUCKS CORP	COM	$860K	0.3%Prev: 0.4%	9,596 SH	Decreased+22 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.1M	4.8%	18,539 SH	New
SYSCO CORP	COM	$507K	0.2%Prev: 0.2%	7,114 SH	Increased+575 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$362K	0.1%	1,071 SH	New
TEXAS INSTRS INC	COM	$839K	0.3%Prev: 0.5%	4,320 SH	Decreased-1,551 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.0M	0.4%Prev: 0.5%	2,065 SH	Decreased+2 SH
TJX COS INC NEW	COM	$1.7M	0.7%Prev: 0.7%	10,800 SH	Increased-755 SH
TRANE TECHNOLOGIES PLC	SHS	$563K	0.2%Prev: 0.2%	1,350 SH	Increased+137 SH
UBER TECHNOLOGIES INC	COM	$308K	0.1%	4,282 SH	New
UNION PAC CORP	COM	$261K	0.1%	1,074 SH	New
UNITED PARCEL SVCS INC	CL B	$540K	0.2%	5,485 SH	New
UNITEDHEALTH GROUP INC	COM	$559K	0.2%Prev: 1.1%	2,065 SH	Decreased-2,190 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$388K	0.2%Prev: 0.2%	649 SH	Decreased-299 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$839K	0.3%Prev: 0.4%	15,520 SH	Decreased-5,407 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.9M	0.8%Prev: 0.7%	23,491 SH	Increased+6,341 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$250K	0.1%Prev: 0.2%	3,158 SH	Decreased-1,365 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.9M	4.3%Prev: 4.7%	50,504 SH	Increased-673 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	0.9%Prev: 0.9%	33,357 SH	Increased-3,434 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	0.9%Prev: 0.8%	15,247 SH	Increased+2,020 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.4M	0.6%Prev: 0.5%	7,789 SH	Increased+197 SH
VANGUARD WORLD FD	CONSUM STP ETF	$680K	0.3%	3,028 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	0.6%Prev: 0.7%	13,209 SH	Increased+1,384 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.0M	0.4%Prev: 0.7%	3,715 SH	Decreased-1,688 SH
VANGUARD WORLD FD	INF TECH ETF	$405K	0.2%Prev: 0.2%	580 SH	Increased-135 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.3M	0.9%Prev: 0.9%	11,679 SH	Increased+1,089 SH
VERIZON COMMUNICATIONS INC	COM	$835K	0.3%Prev: 0.3%	16,628 SH	Increased+3,165 SH
VERTIV HOLDINGS CO	COM CL A	$606K	0.2%	2,419 SH	New
VISA INC	COM CL A	$1.2M	0.5%Prev: 0.6%	3,821 SH	Decreased+9 SH
WALMART INC	COM	$807K	0.3%Prev: 0.2%	6,496 SH	Increased+2,166 SH

Sold (vs prior filing)

ABBOTT LABS — $246K
ADOBE INC — $415K
AMGEN INC — $277K
CHUBB LIMITED — $203K
CLOROX CO DEL — $254K
COSTCO WHSL CORP NEW — $638K
DANAHER CORPORATION — $1.1M
FIRST TR EXCHANGE-TRADED FD — $406K
FISERV INC — $433K
INTERNATIONAL BUSINESS MACHS — $609K
ISHARES TR — $207K
ISHARES TR — $225K
ISHARES TR — $652K
ISHARES TR — $1.4M
JPMORGAN CHASE & CO. — $2.6M
NETFLIX INC — $965K
NOVO-NORDISK A S — $200K
PROCTER AND GAMBLE CO — $2.0M
ROLLINS INC — $1.4M
SPDR S&P 500 ETF TR — $11.9M
… and 3 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