Bigelow Investment Advisors, Llc Portfolio Stock Holdings
Bigelow Investment Advisors, Llc disclosed 153 stock positions valued at approximately $249.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and ISHARES GOLD TR. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 153
- Portfolio Value
- $249.8M
Holdings by Sector
Bigelow Investment Advisors, Llc Portfolio Holdings in Q1 2026
153 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 6.70% | 25,605 | -92 | -0.36% | $16,725,596 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.83% | 18,539 | +472 | +2.61% | $12,056,342 |
| ISHARES GOLD TR | IAU | Other | 4.62% | 131,038 | -12,332 | -8.60% | $11,552,310 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.35% | 50,504 | -530 | -1.04% | $10,861,390 |
| ISHARES TR | IJH | Other | 2.81% | 104,018 | +3,553 | +3.54% | $7,024,336 |
| APPLE INC | AAPL | Technology | 2.68% | 26,337 | -564 | -2.10% | $6,684,067 |
| ISHARES TR | HEFA | Other | 2.38% | 140,130 | +22,845 | +19.48% | $5,954,814 |
| ISHARES TR | IGSB | Other | 1.97% | 93,852 | +11,696 | +14.24% | $4,932,877 |
| ISHARES TR | IJR | Other | 1.96% | 39,480 | -1,526 | -3.72% | $4,907,759 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.95% | 143,986 | -19,981 | -12.19% | $4,862,407 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.92% | 197,856 | -3,746 | -1.86% | $4,801,954 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.84% | 158,122 | -2,530 | -1.57% | $4,606,094 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.82% | 176,916 | -15,395 | -8.01% | $4,536,126 |
| MICROSOFT CORP | MSFT | Technology | 1.64% | 11,096 | +8 | +0.07% | $4,107,406 |
| ISHARES TR | MBB | Other | 1.61% | 42,357 | +4,957 | +13.25% | $4,021,797 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.60% | 16,307 | -634 | -3.74% | $3,986,083 |
| NVIDIA CORPORATION | NVDA | Technology | 1.50% | 21,509 | +55 | +0.26% | $3,751,137 |
| ALPHABET INC | GOOGL | Communication Services | 1.46% | 12,668 | -465 | -3.54% | $3,642,801 |
| ISHARES TR | IEFA | Other | 1.43% | 39,367 | +2,027 | +5.43% | $3,563,895 |
| ISHARES INC | EMXC | Other | 1.40% | 44,345 | +4,640 | +11.69% | $3,488,178 |
| ISHARES TR | AGG | Other | 1.38% | 34,624 | +2,058 | +6.32% | $3,437,124 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.33% | 17,297 | +2,468 | +16.64% | $3,319,640 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.24% | 10,541 | -93 | -0.87% | $3,100,741 |
| ALPHABET INC | GOOG | Communication Services | 1.24% | 10,768 | -166 | -1.52% | $3,088,908 |
| RTX CORPORATION | RTX | Industrials | 1.16% | 15,034 | -200 | -1.31% | $2,900,059 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.02% | 8,409 | -84 | -0.99% | $2,543,554 |
| EXXON MOBIL CORP | XOM | Energy | 1.00% | 14,728 | +3 | +0.02% | $2,498,752 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.95% | 11,441 | +591 | +5.45% | $2,382,817 |
| ISHARES TR | IGIB | Other | 0.93% | 43,675 | +1,693 | +4.03% | $2,324,384 |
| VANGUARD WORLD FD | VPU | Other | 0.93% | 11,679 | -1,509 | -11.44% | $2,314,077 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.91% | 45,609 | -3,761 | -7.62% | $2,271,784 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.90% | 15,247 | +490 | +3.32% | $2,258,081 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.86% | 33,357 | +146 | +0.44% | $2,137,517 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.78% | 23,491 | +2,502 | +11.92% | $1,943,880 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.77% | 20,633 | -13 | -0.06% | $1,916,393 |
| ISHARES TR | GVI | Other | 0.75% | 17,553 | +2,386 | +15.73% | $1,872,554 |
| ISHARES TR | FLOT | Other | 0.75% | 36,588 | -2,185 | -5.64% | $1,864,159 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.73% | 73,080 | -13,362 | -15.46% | $1,834,308 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.73% | 60,011 | +4,464 | +8.04% | $1,830,336 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.69% | 10,800 | -206 | -1.87% | $1,724,760 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.66% | 11,476 | -62 | -0.54% | $1,657,593 |
| VANGUARD WORLD FD | VFH | Other | 0.64% | 13,209 | -1,983 | -13.05% | $1,595,779 |
| DISNEY WALT CO | DIS | Communication Services | 0.63% | 16,227 | +382 | +2.41% | $1,563,978 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.61% | 4,475 | - | - | $1,535,910 |
| CISCO SYS INC | CSCO | Technology | 0.58% | 18,758 | -1,260 | -6.29% | $1,455,414 |
| ISHARES INC | IEMG | Other | 0.58% | 20,814 | +1,858 | +9.80% | $1,451,777 |
| VANGUARD WORLD FD | VOX | Other | 0.56% | 7,789 | -1,403 | -15.26% | $1,400,774 |
| PEPSICO INC | PEP | Consumer Defensive | 0.56% | 9,011 | -63 | -0.69% | $1,399,318 |
| ISHARES TR | SUSA | Other | 0.54% | 10,241 | -1,478 | -12.61% | $1,352,811 |
| ECOLAB INC | ECL | Basic Materials | 0.53% | 4,971 | +203 | +4.26% | $1,322,385 |
| ISHARES TR | GNMA | Other | 0.50% | 28,009 | -18,302 | -39.52% | $1,241,620 |
| NETFLIX INC. | NFLX | Communication Services | 0.49% | 12,789 | +1,215 | +10.50% | $1,229,662 |
| ISHARES TR | QLTA | Other | 0.48% | 25,253 | +562 | +2.28% | $1,201,790 |
| EATON CORP PLC | ETN | Other | 0.47% | 3,275 | +138 | +4.40% | $1,171,369 |
| CATERPILLAR INC | CAT | Industrials | 0.47% | 1,651 | -13 | -0.78% | $1,169,667 |
| VISA INC | V | Financial Services | 0.46% | 3,821 | +4 | +0.10% | $1,154,859 |
| ARISTA NETWORKS INC | ANET | Other | 0.46% | 9,258 | +296 | +3.30% | $1,136,697 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 1,982 | +135 | +7.31% | $1,133,962 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.44% | 40,955 | +2,474 | +6.43% | $1,089,813 |
| BANK AMERICA CORP | BAC | Financial Services | 0.42% | 21,443 | +526 | +2.51% | $1,045,346 |
| DANAHER CORP DEL | DHR | Healthcare | 0.41% | 5,374 | +71 | +1.34% | $1,018,910 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.41% | 2,065 | +24 | +1.18% | $1,015,009 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 3,085 | +47 | +1.55% | $1,014,626 |
| VANGUARD WORLD FD | VHT | Other | 0.41% | 3,715 | -355 | -8.72% | $1,011,706 |
| ORACLE CORP | ORCL | Technology | 0.40% | 6,712 | -805 | -10.71% | $987,402 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.39% | 7,532 | +159 | +2.16% | $986,240 |
| MEDTRONIC PLC | MDT | Other | 0.39% | 11,125 | +121 | +1.10% | $963,981 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.38% | 4,042 | +6 | +0.15% | $955,000 |
| DEERE & CO | DE | Industrials | 0.37% | 1,628 | +40 | +2.52% | $917,052 |
| ISHARES TR | ESGU | Other | 0.36% | 6,277 | -365 | -5.50% | $887,693 |
| ISHARES TR | IEI | Other | 0.35% | 7,464 | +832 | +12.55% | $885,230 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.34% | 9,596 | +217 | +2.31% | $859,706 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.34% | 15,520 | -1,258 | -7.50% | $838,856 |
| TEXAS INSTRS INC | TXN | Technology | 0.34% | 4,320 | -180 | -4.00% | $838,685 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.34% | 1,678 | +67 | +4.16% | $838,429 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.33% | 16,628 | +1,224 | +7.95% | $834,726 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 1,733 | -142 | -7.57% | $830,454 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 824 | +4 | +0.49% | $821,058 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 6,496 | +683 | +11.75% | $807,323 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.32% | 3,963 | -36 | -0.90% | $806,193 |
| APPLIED MATLS INC | AMAT | Technology | 0.32% | 2,350 | -483 | -17.05% | $803,207 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.32% | 9,297 | +96 | +1.04% | $792,383 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.32% | 25,536 | -2,290 | -8.23% | $790,595 |
| CME GROUP INC | CME | Financial Services | 0.31% | 2,603 | +13 | +0.50% | $768,796 |
| IDEXX LABS INC | IDXX | Healthcare | 0.31% | 1,368 | +32 | +2.40% | $768,666 |
| MERCK & CO INC | MRK | Healthcare | 0.30% | 6,203 | -511 | -7.61% | $746,159 |
| ISHARES TR | TIP | Other | 0.29% | 6,487 | -63 | -0.96% | $715,905 |
| FEDEX CORP | FDX | Industrials | 0.28% | 1,997 | -283 | -12.41% | $711,291 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.28% | 4,996 | -25 | -0.50% | $696,293 |
| VANGUARD WORLD FD | VDC | Other | 0.27% | 3,028 | -587 | -16.24% | $680,059 |
| HONEYWELL INTL INC | HON | Industrials | 0.27% | 2,934 | +128 | +4.56% | $663,172 |
| CSX CORP | CSX | Industrials | 0.26% | 16,026 | -40 | -0.25% | $657,867 |
| ISHARES TR | IYF | Other | 0.26% | 5,452 | -260 | -4.55% | $641,482 |
| ISHARES TR | IWM | Other | 0.25% | 2,485 | -76 | -2.97% | $616,191 |
| SPDR SERIES TRUST | CWB | Other | 0.24% | 6,676 | +2,650 | +65.82% | $610,988 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.24% | 2,419 | +278 | +12.98% | $606,153 |
| ELI LILLY & CO | LLY | Healthcare | 0.24% | 645 | +41 | +6.79% | $593,252 |
| SPDR GOLD TR | GLD | Other | 0.24% | 1,366 | -168 | -10.95% | $587,776 |
| NIKE INC | NKE | Consumer Cyclical | 0.23% | 11,076 | +412 | +3.86% | $585,034 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.23% | 1,350 | +86 | +6.80% | $562,599 |