Filed: 7/10/2025ACC: 0001667731-25-000767
📋 What this filing means
BIGELOW INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $226.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
147
Positions
$226.92M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COM$74.59M32.9%
CORE S&P500 ETF$15.09M6.6%
TR UNIT$12.08M5.3%
DIV APP ETF$10.46M4.6%
ISHARES NEW$8.37M3.7%
CORE S&P SCP ETF$6.26M2.8%
CORE S&P MCP ETF$6.24M2.8%
Portfolio Concentration
Top 3$37.62M16.6%
4–10$42.00M18.5%
11–25$44.02M19.4%
Rest$103.27M45.5%
Top 3 weight
16.6%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 2.58M
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
2.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole147
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings147
Rows:
ISHARES TR
SOLEShares24.30K
TypeSH
Market value$15.09M
6.65%
Sole
0.00
Shared
0.00
None
24.30K
SPDR S&P 500 ETF TR
SOLEShares19.55K
TypeSH
Market value$12.08M
5.32%
Sole
0.00
Shared
0.00
None
19.55K
VANGUARD SPECIALIZED FUNDS
SOLEShares51.10K
TypeSH
Market value$10.46M
4.61%
Sole
0.00
Shared
0.00
None
51.10K
ISHARES GOLD TR
SOLEShares134.16K
TypeSH
Market value$8.37M
3.69%
Sole
0.00
Shared
0.00
None
134.16K
ISHARES TR
SOLEShares57.29K
TypeSH
Market value$6.26M
2.76%
Sole
0.00
Shared
0.00
None
57.29K
ISHARES TR
SOLEShares100.68K
TypeSH
Market value$6.24M
2.75%
Sole
0.00
Shared
0.00
None
100.68K
APPLE INC
SOLEShares31.70K
TypeSH
Market value$5.79M
2.55%
Sole
0.00
Shared
0.00
None
31.70K
MICROSOFT CORP
SOLEShares11.14K
TypeSH
Market value$5.54M
2.44%
Sole
0.00
Shared
0.00
None
11.14K
SCHWAB STRATEGIC TR
SOLEShares215.15K
TypeSH
Market value$5.26M
2.32%
Sole
0.00
Shared
0.00
None
215.15K
SCHWAB STRATEGIC TR
SOLEShares155.58K
TypeSH
Market value$4.54M
2.00%
Sole
0.00
Shared
0.00
None
155.58K
SCHWAB STRATEGIC TR
SOLEShares181.27K
TypeSH
Market value$4.42M
1.95%
Sole
0.00
Shared
0.00
None
181.27K
NVIDIA CORPORATION
SOLEShares23.80K
TypeSH
Market value$3.76M
1.66%
Sole
0.00
Shared
0.00
None
23.80K
ISHARES TR
SOLEShares59.55K
TypeSH
Market value$3.14M
1.38%
Sole
0.00
Shared
0.00
None
59.55K
ISHARES TR
SOLEShares82.48K
TypeSH
Market value$3.13M
1.38%
Sole
0.00
Shared
0.00
None
82.48K
JPMORGAN CHASE & CO.
SOLEShares10.65K
TypeSH
Market value$3.09M
1.36%
Sole
0.00
Shared
0.00
None
10.65K
ISHARES TR
SOLEShares36.86K
TypeSH
Market value$3.08M
1.36%
Sole
0.00
Shared
0.00
None
36.86K
AMERICAN EXPRESS CO
SOLEShares8.99K
TypeSH
Market value$2.87M
1.26%
Sole
0.00
Shared
0.00
None
8.99K
ISHARES TR
SOLEShares63.39K
TypeSH
Market value$2.79M
1.23%
Sole
0.00
Shared
0.00
None
63.39K
ISHARES TR
SOLEShares29.14K
TypeSH
Market value$2.74M
1.21%
Sole
0.00
Shared
0.00
None
29.14K
ISHARES TR
SOLEShares26.95K
TypeSH
Market value$2.67M
1.18%
Sole
0.00
Shared
0.00
None
26.95K
JOHNSON & JOHNSON
SOLEShares17.11K
TypeSH
Market value$2.61M
1.15%
Sole
0.00
Shared
0.00
None
17.11K
AMAZON COM INC
SOLEShares11.30K
TypeSH
Market value$2.48M
1.09%
Sole
0.00
Shared
0.00
None
11.30K
ALPHABET INC
SOLEShares13.85K
TypeSH
Market value$2.44M
1.08%
Sole
0.00
Shared
0.00
None
13.85K
RTX CORPORATION
SOLEShares16.61K
TypeSH
Market value$2.43M
1.07%
Sole
0.00
Shared
0.00
None
16.61K
FIRST TR EXCHANGE-TRADED FD
SOLEShares48.35K
TypeSH
Market value$2.38M
1.05%
Sole
0.00
Shared
0.00
None
48.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 24.30K | SH | $15.09M 6.65% | 0.00 | 0.00 | 24.30K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 19.55K | SH | $12.08M 5.32% | 0.00 | 0.00 | 19.55K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 51.10K | SH | $10.46M 4.61% | 0.00 | 0.00 | 51.10K |
ISHARES GOLD TRSOLE | ISHARES NEW | 134.16K | SH | $8.37M 3.69% | 0.00 | 0.00 | 134.16K |
ISHARES TRSOLE | CORE S&P SCP ETF | 57.29K | SH | $6.26M 2.76% | 0.00 | 0.00 | 57.29K |
ISHARES TRSOLE | CORE S&P MCP ETF | 100.68K | SH | $6.24M 2.75% | 0.00 | 0.00 | 100.68K |
APPLE INCSOLE | COM | 31.70K | SH | $5.79M 2.55% | 0.00 | 0.00 | 31.70K |
MICROSOFT CORPSOLE | COM | 11.14K | SH | $5.54M 2.44% | 0.00 | 0.00 | 11.14K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 215.15K | SH | $5.26M 2.32% | 0.00 | 0.00 | 215.15K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 155.58K | SH | $4.54M 2.00% | 0.00 | 0.00 | 155.58K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 181.27K | SH | $4.42M 1.95% | 0.00 | 0.00 | 181.27K |
NVIDIA CORPORATIONSOLE | COM | 23.80K | SH | $3.76M 1.66% | 0.00 | 0.00 | 23.80K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 59.55K | SH | $3.14M 1.38% | 0.00 | 0.00 | 59.55K |
ISHARES TRSOLE | HDG MSCI EAFE | 82.48K | SH | $3.13M 1.38% | 0.00 | 0.00 | 82.48K |
JPMORGAN CHASE & CO.SOLE | COM | 10.65K | SH | $3.09M 1.36% | 0.00 | 0.00 | 10.65K |
ISHARES TRSOLE | CORE MSCI EAFE | 36.86K | SH | $3.08M 1.36% | 0.00 | 0.00 | 36.86K |
AMERICAN EXPRESS COSOLE | COM | 8.99K | SH | $2.87M 1.26% | 0.00 | 0.00 | 8.99K |
ISHARES TRSOLE | GNMA BOND ETF | 63.39K | SH | $2.79M 1.23% | 0.00 | 0.00 | 63.39K |
ISHARES TRSOLE | MBS ETF | 29.14K | SH | $2.74M 1.21% | 0.00 | 0.00 | 29.14K |
ISHARES TRSOLE | CORE US AGGBD ET | 26.95K | SH | $2.67M 1.18% | 0.00 | 0.00 | 26.95K |
JOHNSON & JOHNSONSOLE | COM | 17.11K | SH | $2.61M 1.15% | 0.00 | 0.00 | 17.11K |
AMAZON COM INCSOLE | COM | 11.30K | SH | $2.48M 1.09% | 0.00 | 0.00 | 11.30K |
ALPHABET INCSOLE | CAP STK CL A | 13.85K | SH | $2.44M 1.08% | 0.00 | 0.00 | 13.85K |
RTX CORPORATIONSOLE | COM | 16.61K | SH | $2.43M 1.07% | 0.00 | 0.00 | 16.61K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 48.35K | SH | $2.38M 1.05% | 0.00 | 0.00 | 48.35K |
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