BI

Bigelow Investment Advisors, LLC

13F
Bigelow Investment Advisors, LLC
Last update 2024-10-18 155 Stocks (3 new)
Value $224.00 Mil Turnover 8 %
Countries:
Top Holdings: SPY(6.14%)IVV(6.03%)VIG(4.56%)AAPL(2.93%)IJH(2.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bigelow Investment Advisors, L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
23,989
13763.850
-3.41%
6.140
-0.22%
0.000
+7.01%
+22.03%
601198.993
 
IVV 		iShares Core S&P 500 ETF
23,452
13527.720
-4.23%
6.030
-0.27%
0.000
+6.95%
+21.99%
547129.359
 
VIG 		Vanguard Dividend Appreciation FTF
51,666
10232.970
-0.97%
4.560
-0.04%
0.010
+4.64%
+15.60%
82137.527
 
AAPL 		Apple Inc
28,178
6565.470
-0.85%
2.930
-0.02%
0.000
+5.29%
+19.97%
3498471.924
Hardware
IJH 		iShares Core S&P Mid-Cap ETF
102,892
6412.250
+4.16%
2.860
+0.11%
0.010
+1.82%
+13.15%
92381.458
 
IJR 		iShares Core S&P Small-Cap ETF
50,983
5962.970
+5.02%
2.660
+0.13%
0.010
-1.56%
+6.98%
85926.080
 
SCHX 		Schwab U.S. Large-Cap ETF
256,050
5791.000
+176.46%
2.580
+1.65%
0.010
+7.21%
+21.86%
50153.427
 
IAU 		iShares Gold Trust
106,291
5282.660
+10.40%
2.360
+0.22%
0.020
+15.74%
+34.90%
34065.172
 
MSFT 		Microsoft Corp
11,443
4923.920
-0.57%
2.200
-0.01%
0.000
+2.46%
+15.65%
3215616.773
Software
SCHG 		Schwab U.S. Large-Cap Growth ETF
162,508
4232.520
+317.13%
1.890
+1.44%
0.010
+9.70%
+28.74%
34113.255
 

Bigelow Investment Advisors, LLC's Historical Top Holdings Breakdowns

Bigelow Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+1.65%
●
20.37 ($21.79) 22.62
$22.91
5.14%
Add 176.46%
256,050
54,478
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.44%
●
23.16 ($25.16) 26.42
$26.70
6.12%
Add 317.13%
162,508
30,887
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.64%
●
19.98 ($21.35) 22.17
$22.43
5.06%
Add 180.95%
100,566
21,590
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.44%
●
24.48 ($25.69) 26.79
$26.70
3.93%
Add 236.32%
52,200
12,226
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.35%
●
23.97 ($24.3) 24.53
$24.25
-0.21%
Add 73.77%
75,544
16,036
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.30%
●
25.16 ($26.59) 27.75
$27.93
5.04%
Add 193.25%
36,651
8,051
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.27%
●
520.18 ($556.01) 576.82
$582.67
4.79%
Reduce -4.23%
23,452
-1,036
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+0.24%
●
22.6 ($23.41) 23.93
$23.09
-1.37%
Add 75.67%
51,618
11,117
IAU 		iShares Gold Trust2024-09-30Add
+0.22%
●
44.06 ($46.81) 50.5
$52.65
12.48%
Add 10.4%
106,291
10,013
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+0.22%
●
25.79 ($26.41) 26.9
$26.34
-0.27%
Add 86.82%
39,368
9,148

Bigelow Investment Advisors, LLC Total Holding History ($B)

To

Bigelow Investment Advisors, LLC's Asset Allocation

To

Bigelow Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bigelow Investment Advisors, LLC's Hypothetical Growth since 2024-09-30

Bigelow Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bigelow Investment Advisors, LLC's Holdings Heat Map

Size field:

Bigelow Investment Advisors, LLC's Holdings Bubble Chart

Bigelow Investment Advisors, LLC News

  • 1

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