Universe · entity
Bigelow Investment Advisors, LLC
Institutional manager (13F) · CIK 1729516
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $188M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $17M | 25,605 |
| 2 | STATE STR SPDR S&P 500 ETF T | $12M | 18,539 |
| 3 | ISHARES GOLD TR | $12M | 131,038 |
| 4 | VANGUARD SPECIALIZED FUNDS | $11M | 50,504 |
| 5 | ISHARES TR | $7M | 104,018 |
| 6 | APPLE INC | $7M | 26,337 |
| 7 | ISHARES TR | $6M | 140,130 |
| 8 | ISHARES TR | $5M | 93,852 |
| 9 | ISHARES TR | $5M | 39,480 |
| 10 | FIRST TR EXCHNG TRADED FD VI | $5M | 143,986 |
| 11 | SCHWAB STRATEGIC TR | $5M | 197,856 |
| 12 | SCHWAB STRATEGIC TR | $5M | 158,122 |
| 13 | SCHWAB STRATEGIC TR | $5M | 176,916 |
| 14 | MICROSOFT CORP | $4M | 11,096 |
| 15 | ISHARES TR | $4M | 42,357 |
| 16 | JOHNSON & JOHNSON | $4M | 16,307 |
| 17 | NVIDIA CORPORATION | $4M | 21,509 |
| 18 | ALPHABET INC | $4M | 12,668 |
| 19 | ISHARES TR | $4M | 39,367 |
| 20 | ISHARES INC | $3M | 44,345 |
| 21 | ISHARES TR | $3M | 34,624 |
| 22 | INVESCO EXCHANGE TRADED FD T | $3M | 17,297 |
| 23 | JPMORGAN CHASE & CO | $3M | 10,541 |
| 24 | ALPHABET INC | $3M | 10,768 |
| 25 | RTX CORPORATION | $3M | 15,034 |
| 26 | AMERICAN EXPRESS CO | $3M | 8,409 |
| 27 | EXXON MOBIL CORP | $2M | 14,728 |
| 28 | AMAZON COM INC | $2M | 11,441 |
| 29 | ISHARES TR | $2M | 43,675 |
| 30 | VANGUARD WORLD FD | $2M | 11,679 |
| 31 | FIRST TR EXCHANGE-TRADED FD | $2M | 45,609 |
| 32 | VANGUARD WHITEHALL FDS | $2M | 15,247 |
| 33 | VANGUARD TAX-MANAGED FDS | $2M | 33,357 |
| 34 | VANGUARD SCOTTSDALE FDS | $2M | 23,491 |
| 35 | NEXTERA ENERGY INC | $2M | 20,633 |
| 36 | ISHARES TR | $2M | 17,553 |
| 37 | ISHARES TR | $2M | 36,588 |
| 38 | SCHWAB STRATEGIC TR | $2M | 73,080 |
| 39 | SCHWAB STRATEGIC TR | $2M | 60,011 |
| 40 | TJX COS INC NEW | $2M | 10,800 |
| 41 | PROCTER & GAMBLE CO | $2M | 11,476 |
| 42 | VANGUARD WORLD FD | $2M | 13,209 |
| 43 | DISNEY WALT CO | $2M | 16,227 |
| 44 | GENERAL DYNAMICS CORP | $2M | 4,475 |
| 45 | CISCO SYS INC | $1M | 18,758 |
| 46 | ISHARES INC | $1M | 20,814 |
| 47 | VANGUARD WORLD FD | $1M | 7,789 |
| 48 | PEPSICO INC | $1M | 9,011 |
| 49 | ISHARES TR | $1M | 10,241 |
| 50 | ECOLAB INC | $1M | 4,971 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.