The Analysis of Bigelow Investment Advisors, LLC's Holdings
Currently, Bigelow Investment Advisors, LLC holds 149 types of securities in its portfolio with a total value $256.0M. In the most recent quarter, they have increased their positions in NFLX (+10.5K shares, valued at $981.3K), IVV (+1.2K shares, valued at $824.0K), IGSB (+15.3K shares, valued at $809.2K); decreased their positions in SCHX (-16.9K shares, valued at $453.7K), SPY (-664 shares, valued at $452.8K), GNMA (-8.2K shares, valued at $366.7K); initiated new positions in KEX (+2.3K shares, valued at $251.0K), IEF (+2.3K shares, valued at $223.5K), SUSB (+8.3K shares, valued at $209.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR25.7K shares4.91%2025-12-312026-01-28
SPY SPDR S&P 500 ETF TR18.1K shares-3.54%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS51.0K shares0.09%2025-12-312026-01-28 AAPL APPLE INC26.9K shares-1.63%2025-12-312026-01-28 IJH ISHARES TR100.5K shares3.80%2025-12-312026-01-28 BUFR FIRST TR EXCHNG TRADED FD VI164.0K shares4.85%2025-12-312026-01-28 MSFT MICROSOFT CORP11.1K shares0.17%2025-12-312026-01-28 SCHG SCHWAB STRATEGIC TR160.7K shares1.13%2025-12-312026-01-28 SCHX SCHWAB STRATEGIC TR192.3K shares-8.06%2025-12-312026-01-28 IJR ISHARES TR41.0K shares-5.84%2025-12-312026-01-28 SCHO SCHWAB STRATEGIC TR201.6K shares18.09%2025-12-312026-01-28 HEFA ISHARES TR117.3K shares14.48%2025-12-312026-01-28 IGSB ISHARES TR82.2K shares22.89%2025-12-312026-01-28 ALPHABET INC ALPHABET INC13.1K shares-6.86%2025-12-312026-01-28 NVDA NVIDIA CORPORATION21.5K shares-7.04%2025-12-312026-01-28 MBB ISHARES TR37.4K shares12.71%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON16.9K shares0.42%2025-12-312026-01-28 ALPHABET INC ALPHABET INC10.9K shares-2.44%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.10.6K shares-0.08%2025-12-312026-01-28 IEFA ISHARES TR37.3K shares1.38%2025-12-312026-01-28 AGG ISHARES TR32.6K shares8.48%2025-12-312026-01-28 AXP AMERICAN EXPRESS CO8.5K shares-2.14%2025-12-312026-01-28 EMXC ISHARES INC39.7K shares6.01%2025-12-312026-01-28 RTX RTX CORPORATION15.2K shares-1.18%2025-12-312026-01-28 AMZN AMAZON COM INC10.8K shares-0.80%2025-12-312026-01-28 LMBS FIRST TR EXCHANGE-TRADED FD49.4K shares-2.72%2025-12-312026-01-28 VPU VANGUARD WORLD FD13.2K shares6.70%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR86.4K shares-0.91%2025-12-312026-01-28 IGIB ISHARES TR42.0K shares4.61%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS14.8K shares3.40%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS33.2K shares-1.18%2025-12-312026-01-28 GNMA ISHARES TR46.3K shares-15.09%2025-12-312026-01-28 VFH VANGUARD WORLD FD15.2K shares6.19%2025-12-312026-01-28 FLOT ISHARES TR38.8K shares0.17%2025-12-312026-01-28 DIS DISNEY WALT CO15.8K shares2.05%2025-12-312026-01-28 VOX VANGUARD WORLD FD9.2K shares4.29%2025-12-312026-01-28 XOM EXXON MOBIL CORP14.7K shares2.59%2025-12-312026-01-28 VCIT VANGUARD SCOTTSDALE FDS21.0K shares2.51%2025-12-312026-01-28 TJX TJX COS INC NEW11.0K shares0.63%2025-12-312026-01-28 NEE NEXTERA ENERGY INC20.6K shares-6.83%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO11.5K shares-3.29%2025-12-312026-01-28 SCHV SCHWAB STRATEGIC TR55.5K shares-6.25%2025-12-312026-01-28 SUSA ISHARES TR11.7K shares-7.21%2025-12-312026-01-28 GVI ISHARES TR15.2K shares5.48%2025-12-312026-01-28 ROL ROLLINS INC25.8K shares0.00%2025-12-312026-01-28 CSCO CISCO SYS INC20.0K shares-5.02%2025-12-312026-01-28 ORCL ORACLE CORP7.5K shares-1.11%2025-12-312026-01-28 V VISA INC3.8K shares-0.68%2025-12-312026-01-28 PEP PEPSICO INC9.1K shares-3.92%2025-12-312026-01-28 IEMG ISHARES INC19.0K shares11.98%2025-12-312026-01-28 ECL ECOLAB INC4.8K shares0.91%2025-12-312026-01-28 META META PLATFORMS INC1.8K shares8.39%2025-12-312026-01-28 DHR DANAHER CORPORATION5.3K shares-1.38%2025-12-312026-01-28 QLTA ISHARES TR24.7K shares15.48%2025-12-312026-01-28 TMO THERMO FISHER SCIENTIFIC INC2.0K shares1.95%2025-12-312026-01-28 VHT VANGUARD WORLD FD4.1K shares-3.19%2025-12-312026-01-28 BAC BANK AMERICA CORP20.9K shares2.29%2025-12-312026-01-28 NFLX NETFLIX INC11.6K shares944.58%2025-12-312026-01-28 MEDTRONIC PLC MEDTRONIC PLC11.0K shares-2.25%2025-12-312026-01-28 HD HOME DEPOT INC3.0K shares-0.43%2025-12-312026-01-28 SCHP SCHWAB STRATEGIC TR38.5K shares-2.86%2025-12-312026-01-28 ESGU ISHARES TR6.6K shares-4.35%2025-12-312026-01-28 LOW LOWES COS INC4.0K shares-1.03%2025-12-312026-01-28 CAT CATERPILLAR INC1.7K shares-2.97%2025-12-312026-01-28 MA MASTERCARD INCORPORATED1.6K shares-2.30%2025-12-312026-01-28 IDXX IDEXX LABS INC1.3K shares-2.84%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F16.8K shares-6.49%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC4.0K shares-0.67%2025-12-312026-01-28 SCHM SCHWAB STRATEGIC TR27.8K shares-11.37%2025-12-312026-01-28 IEI ISHARES TR6.6K shares40.15%2025-12-312026-01-28 SBUX STARBUCKS CORP9.4K shares-1.84%2025-12-312026-01-28 TXN TEXAS INSTRS INC4.5K shares-12.66%2025-12-312026-01-28 VDC VANGUARD WORLD FD3.6K shares11.47%2025-12-312026-01-28 UNH UNITEDHEALTH GROUP INC2.3K shares-0.48%2025-12-312026-01-28 DE DEERE & CO1.6K shares2.65%2025-12-312026-01-28 IYF ISHARES TR5.7K shares0.00%2025-12-312026-01-28 AMAT APPLIED MATLS INC2.8K shares-22.47%2025-12-312026-01-28 CL COLGATE PALMOLIVE CO9.2K shares-3.02%2025-12-312026-01-28 TIP ISHARES TR6.5K shares-1.98%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS2.4K shares-1.80%2025-12-312026-01-28 CME CME GROUP INC2.6K shares-1.11%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW820 shares3.40%2025-12-312026-01-28 NKE NIKE INC10.7K shares-7.29%2025-12-312026-01-28 DSI ISHARES TR5.2K shares-5.00%2025-12-312026-01-28 FDX FEDEX CORP2.3K shares1.79%2025-12-312026-01-28 LLY ELI LILLY & CO604 shares-7.36%2025-12-312026-01-28 WMT WALMART INC5.8K shares7.41%2025-12-312026-01-28 IWM ISHARES TR2.6K shares-10.86%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC15.4K shares1.84%2025-12-312026-01-28 GILD GILEAD SCIENCES INC5.0K shares0.06%2025-12-312026-01-28 GLD SPDR GOLD TR1.5K shares-3.82%2025-12-312026-01-28 IBB ISHARES TR3.6K shares2.12%2025-12-312026-01-28 BKNG BOOKING HOLDINGS INC112 shares1.82%2025-12-312026-01-28 CSX CSX CORP16.1K shares-0.40%2025-12-312026-01-28 UPS UNITED PARCEL SERVICE INC5.8K shares-10.64%2025-12-312026-01-28 BDX BECTON DICKINSON & CO2.8K shares-4.45%2025-12-312026-01-28 HON HONEYWELL INTL INC2.8K shares3.31%2025-12-312026-01-28 VGT VANGUARD WORLD FD715 shares0.00%2025-12-312026-01-28 SCHH SCHWAB STRATEGIC TR25.3K shares2.04%2025-12-312026-01-28 NSC NORFOLK SOUTHN CORP1.8K shares0.00%2025-12-312026-01-28 SCHA SCHWAB STRATEGIC TR18.1K shares-6.36%2025-12-312026-01-28 CRM SALESFORCE INC1.9K shares0.37%2025-12-312026-01-28 SCHZ SCHWAB STRATEGIC TR21.7K shares-15.18%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC573 shares14.37%2025-12-312026-01-28 SYY SYSCO CORP6.8K shares2.34%2025-12-312026-01-28 TT TRANE TECHNOLOGIES PLC1.3K shares2.10%2025-12-312026-01-28 ESGD ISHARES TR5.2K shares0.00%2025-12-312026-01-28 TFLO ISHARES TR9.2K shares-3.40%2025-12-312026-01-28 IAGG ISHARES TR9.0K shares-9.70%2025-12-312026-01-28 PYPL PAYPAL HLDGS INC7.5K shares-6.00%2025-12-312026-01-28 MUB ISHARES TR4.0K shares-4.88%2025-12-312026-01-28 INTU INTUIT642 shares3.88%2025-12-312026-01-28 MMM 3M CO2.4K shares0.13%2025-12-312026-01-28 SCHF SCHWAB STRATEGIC TR15.3K shares-2.60%2025-12-312026-01-28 CWB SPDR SERIES TRUST4.0K shares-0.45%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC1.9K shares11.46%2025-12-312026-01-28 VRT VERTIV HOLDINGS CO2.1K shares9.40%2025-12-312026-01-28 ADI ANALOG DEVICES INC1.2K shares0.00%2025-12-312026-01-28 MCD MCDONALDS CORP1.1K shares0.00%2025-12-312026-01-28 UBER UBER TECHNOLOGIES INC4.0K shares7.61%2025-12-312026-01-28 EFA ISHARES TR3.4K shares2.25%2025-12-312026-01-28 MKC MCCORMICK & CO INC4.6K shares-3.24%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares9.03%2025-12-312026-01-28 ADSK AUTODESK INC994 shares-21.24%2025-12-312026-01-28 EA ELECTRONIC ARTS INC1.4K shares-1.56%2025-12-312026-01-28 ICVT ISHARES TR2.7K shares-3.59%2025-12-312026-01-28 VCSH VANGUARD SCOTTSDALE FDS3.3K shares-11.86%2025-12-312026-01-28 ESGE ISHARES INC6.0K shares1.36%2025-12-312026-01-28 KEX KIRBY CORP2.3K sharesnew addition2025-12-312026-01-28 IWB ISHARES TR670 shares-6.94%2025-12-312026-01-28 PFE PFIZER INC9.6K shares-27.35%2025-12-312026-01-28 ITW ILLINOIS TOOL WKS INC946 shares-1.15%2025-12-312026-01-28 IEF ISHARES TR2.3K sharesnew addition2025-12-312026-01-28 UNP UNION PAC CORP942 shares0.64%2025-12-312026-01-28 SUSB ISHARES TR8.3K sharesnew addition2025-12-312026-01-28 CB CHUBB LIMITED650 sharesnew addition2025-12-312026-01-28 FSLR FIRST SOLAR INC776 sharesnew addition2025-12-312026-01-28 ABT ABBOTT LABS1.6K shares-11.20%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available