Filed: 4/21/2025ACC: 0001667731-25-000457
📋 What this filing means
BIGELOW INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $210.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$210.49M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COM$69.86M33.2%
CORE S&P500 ETF$13.34M6.3%
TR UNIT$11.92M5.7%
DIV APP ETF$9.93M4.7%
ISHARES NEW$7.86M3.7%
CORE S&P MCP ETF$5.95M2.8%
CORE S&P SCP ETF$5.66M2.7%
Portfolio Concentration
Top 3$35.18M16.7%
4–10$38.75M18.4%
11–25$38.61M18.3%
Rest$97.95M46.5%
Top 3 weight
16.7%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings146
Rows:
ISHARES TR
SOLEShares23.74K
TypeSH
Market value$13.34M
6.34%
Sole
0.00
Shared
0.00
None
23.74K
SPDR S&P 500 ETF TR
SOLEShares21.30K
TypeSH
Market value$11.92M
5.66%
Sole
0.00
Shared
0.00
None
21.30K
VANGUARD SPECIALIZED FUNDS
SOLEShares51.18K
TypeSH
Market value$9.93M
4.72%
Sole
0.00
Shared
0.00
None
51.18K
ISHARES GOLD TR
SOLEShares133.23K
TypeSH
Market value$7.86M
3.73%
Sole
0.00
Shared
0.00
None
133.23K
APPLE INC
SOLEShares28.60K
TypeSH
Market value$6.35M
3.02%
Sole
0.00
Shared
0.00
None
28.60K
ISHARES TR
SOLEShares101.98K
TypeSH
Market value$5.95M
2.83%
Sole
0.00
Shared
0.00
None
101.98K
ISHARES TR
SOLEShares54.12K
TypeSH
Market value$5.66M
2.69%
Sole
0.00
Shared
0.00
None
54.12K
SCHWAB STRATEGIC TR
SOLEShares216.38K
TypeSH
Market value$4.78M
2.27%
Sole
0.00
Shared
0.00
None
216.38K
MICROSOFT CORP
SOLEShares11.38K
TypeSH
Market value$4.27M
2.03%
Sole
0.00
Shared
0.00
None
11.38K
SCHWAB STRATEGIC TR
SOLEShares155.07K
TypeSH
Market value$3.88M
1.84%
Sole
0.00
Shared
0.00
None
155.07K
ISHARES TR
SOLEShares71.48K
TypeSH
Market value$3.14M
1.49%
Sole
0.00
Shared
0.00
None
71.48K
SCHWAB STRATEGIC TR
SOLEShares124.98K
TypeSH
Market value$3.04M
1.45%
Sole
0.00
Shared
0.00
None
124.98K
ISHARES TR
SOLEShares55.72K
TypeSH
Market value$2.92M
1.39%
Sole
0.00
Shared
0.00
None
55.72K
JOHNSON & JOHNSON
SOLEShares17.33K
TypeSH
Market value$2.87M
1.37%
Sole
0.00
Shared
0.00
None
17.33K
ISHARES TR
SOLEShares36.69K
TypeSH
Market value$2.78M
1.32%
Sole
0.00
Shared
0.00
None
36.69K
ISHARES TR
SOLEShares27.15K
TypeSH
Market value$2.69M
1.28%
Sole
0.00
Shared
0.00
None
27.15K
JPMORGAN CHASE & CO.
SOLEShares10.66K
TypeSH
Market value$2.62M
1.24%
Sole
0.00
Shared
0.00
None
10.66K
NVIDIA CORPORATION
SOLEShares23.61K
TypeSH
Market value$2.56M
1.22%
Sole
0.00
Shared
0.00
None
23.61K
ISHARES TR
SOLEShares68.02K
TypeSH
Market value$2.47M
1.17%
Sole
0.00
Shared
0.00
None
68.02K
AMERICAN EXPRESS CO
SOLEShares9.01K
TypeSH
Market value$2.42M
1.15%
Sole
0.00
Shared
0.00
None
9.01K
ALPHABET INC
SOLEShares14.97K
TypeSH
Market value$2.31M
1.10%
Sole
0.00
Shared
0.00
None
14.97K
FIRST TR EXCHANGE-TRADED FD
SOLEShares45.36K
TypeSH
Market value$2.23M
1.06%
Sole
0.00
Shared
0.00
None
45.36K
UNITEDHEALTH GROUP INC
SOLEShares4.25K
TypeSH
Market value$2.23M
1.06%
Sole
0.00
Shared
0.00
None
4.25K
RTX CORPORATION
SOLEShares16.72K
TypeSH
Market value$2.22M
1.05%
Sole
0.00
Shared
0.00
None
16.72K
AMAZON COM INC
SOLEShares11.14K
TypeSH
Market value$2.12M
1.01%
Sole
0.00
Shared
0.00
None
11.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 23.74K | SH | $13.34M 6.34% | 0.00 | 0.00 | 23.74K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.30K | SH | $11.92M 5.66% | 0.00 | 0.00 | 21.30K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 51.18K | SH | $9.93M 4.72% | 0.00 | 0.00 | 51.18K |
ISHARES GOLD TRSOLE | ISHARES NEW | 133.23K | SH | $7.86M 3.73% | 0.00 | 0.00 | 133.23K |
APPLE INCSOLE | COM | 28.60K | SH | $6.35M 3.02% | 0.00 | 0.00 | 28.60K |
ISHARES TRSOLE | CORE S&P MCP ETF | 101.98K | SH | $5.95M 2.83% | 0.00 | 0.00 | 101.98K |
ISHARES TRSOLE | CORE S&P SCP ETF | 54.12K | SH | $5.66M 2.69% | 0.00 | 0.00 | 54.12K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 216.38K | SH | $4.78M 2.27% | 0.00 | 0.00 | 216.38K |
MICROSOFT CORPSOLE | COM | 11.38K | SH | $4.27M 2.03% | 0.00 | 0.00 | 11.38K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 155.07K | SH | $3.88M 1.84% | 0.00 | 0.00 | 155.07K |
ISHARES TRSOLE | GNMA BOND ETF | 71.48K | SH | $3.14M 1.49% | 0.00 | 0.00 | 71.48K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 124.98K | SH | $3.04M 1.45% | 0.00 | 0.00 | 124.98K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 55.72K | SH | $2.92M 1.39% | 0.00 | 0.00 | 55.72K |
JOHNSON & JOHNSONSOLE | COM | 17.33K | SH | $2.87M 1.37% | 0.00 | 0.00 | 17.33K |
ISHARES TRSOLE | CORE MSCI EAFE | 36.69K | SH | $2.78M 1.32% | 0.00 | 0.00 | 36.69K |
ISHARES TRSOLE | CORE US AGGBD ET | 27.15K | SH | $2.69M 1.28% | 0.00 | 0.00 | 27.15K |
JPMORGAN CHASE & CO.SOLE | COM | 10.66K | SH | $2.62M 1.24% | 0.00 | 0.00 | 10.66K |
NVIDIA CORPORATIONSOLE | COM | 23.61K | SH | $2.56M 1.22% | 0.00 | 0.00 | 23.61K |
ISHARES TRSOLE | HDG MSCI EAFE | 68.02K | SH | $2.47M 1.17% | 0.00 | 0.00 | 68.02K |
AMERICAN EXPRESS COSOLE | COM | 9.01K | SH | $2.42M 1.15% | 0.00 | 0.00 | 9.01K |
ALPHABET INCSOLE | CAP STK CL A | 14.97K | SH | $2.31M 1.10% | 0.00 | 0.00 | 14.97K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 45.36K | SH | $2.23M 1.06% | 0.00 | 0.00 | 45.36K |
UNITEDHEALTH GROUP INCSOLE | COM | 4.25K | SH | $2.23M 1.06% | 0.00 | 0.00 | 4.25K |
RTX CORPORATIONSOLE | COM | 16.72K | SH | $2.22M 1.05% | 0.00 | 0.00 | 16.72K |
AMAZON COM INCSOLE | COM | 11.14K | SH | $2.12M 1.01% | 0.00 | 0.00 | 11.14K |
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