Bigelow Investment Advisors, LLC

13F filer, CIK 1729516, Portland, ME

Bigelow Investment Advisors, LLC reported $213,141,565 across 146 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 36.16% of the portfolio.

Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000196

Period: 2024-12-31
Reported value: $213M
Holdings: 146
Top 10 weight: 36.16%
New: 2
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHGadded	+118,560	$3.3M
SCHXadded	+140,549	$3.26M
SCHBadded	+58,589	$1.33M
SCHOadded	+47,950	$1.15M
SCHVadded	+38,940	$1.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
GRMNexited	-8,050	-$1.42M
SPYreduced	-1,870	-$1.1M
ARISTA NETWORKS INCexited	-2,102	-$807K
SCCOexited	-6,260	-$724K
NVDAreduced	-3,300	-$443K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000196, largest first. % of portfolio is the value over $213,141,565, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	23,944	$14.1M	6.61%	+492	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	22,119	$13M	6.08%	-1,870	Timeline
VIGVANGUARD SPECIALIZED FUNDS	52,254	$10.2M	4.8%	+588	Timeline
AAPLAPPLE INC	28,329	$7.09M	3.33%	+151	Timeline
IJHISHARES TR	100,054	$6.23M	2.92%	-2,838	Timeline
IAUISHARES GOLD TR	121,645	$6.02M	2.83%	+15,354	Timeline
IJRISHARES TR	51,768	$5.96M	2.8%	+785	Timeline
SCHXSCHWAB STRATEGIC TR	225,899	$5.24M	2.46%	+140,549	Timeline
MSFTMICROSOFT CORP	11,359	$4.79M	2.25%	-84	Timeline
SCHGSCHWAB STRATEGIC TR	159,187	$4.44M	2.08%	+118,560	Timeline
GNMAISHARES TR	85,663	$3.68M	1.73%	+5,727	Timeline
NVDANVIDIA CORPORATION	23,477	$3.15M	1.48%	-3,300	Timeline
GOOGLALPHABET INC	14,557	$2.76M	1.29%	-1,024	Timeline
AXPAMERICAN EXPRESS CO	9,230	$2.74M	1.29%	-630	Timeline
JNJJOHNSON & JOHNSON	18,195	$2.63M	1.23%	-316	Timeline
IEFAISHARES TR	37,206	$2.61M	1.23%	-4,741	Timeline
JPMJPMORGAN CHASE & CO	10,838	$2.6M	1.22%	-598	Timeline
IGSBISHARES TR	47,571	$2.46M	1.15%	+8	Timeline
AMZNAMAZON COM INC	10,902	$2.39M	1.12%	-682	Timeline
HEFAISHARES TR	67,923	$2.36M	1.11%	+12,653	Timeline
AGGISHARES TR	23,910	$2.32M	1.09%	-262	Timeline
GOOGALPHABET INC	11,898	$2.27M	1.06%	-932	Timeline
UNHUNITEDHEALTH GROUP INC	4,269	$2.16M	1.01%	-579	Timeline
FLOTISHARES TR	42,396	$2.16M	1.01%	-2,685	Timeline
SCHBSCHWAB STRATEGIC TR	92,111	$2.09M	0.98%	+58,589	Timeline
SCHOSCHWAB STRATEGIC TR	85,722	$2.06M	0.97%	+47,950	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	41,013	$2M	0.94%	+4,108	Timeline
RTXRTX CORPORATION	16,992	$1.97M	0.92%	-1,839	Timeline
PGPROCTER & GAMBLE CO	11,448	$1.92M	0.9%	-740	Timeline
VEAVANGUARD TAX-MANAGED FDS	37,076	$1.77M	0.83%	-2,242	Timeline
IGIBISHARES TR	33,840	$1.74M	0.82%	+3,166	Timeline
EMXCISHARES INC	30,487	$1.69M	0.79%	+9,889	Timeline
CSCOCISCO SYS INC	27,808	$1.65M	0.77%	-1,897	Timeline
DISDISNEY WALT CO	14,656	$1.63M	0.77%	-416	Timeline
SUSAISHARES TR	13,166	$1.6M	0.75%	-1,375	Timeline
VYMVANGUARD WHITEHALL FDS	12,502	$1.6M	0.75%	+497	Timeline
PEPPEPSICO INC	10,192	$1.55M	0.73%	-594	Timeline
RSPINVESCO EXCHANGE TRADED FD T	8,789	$1.54M	0.72%	+1,046	Timeline
VCITVANGUARD SCOTTSDALE FDS	18,855	$1.51M	0.71%	+788	Timeline
NEENEXTERA ENERGY INC	21,014	$1.51M	0.71%	-1,695	Timeline
XOMEXXON MOBIL CORP	13,727	$1.48M	0.69%	+130	Timeline
SCHVSCHWAB STRATEGIC TR	56,340	$1.47M	0.69%	+38,940	Timeline
VHTVANGUARD WORLD FD	5,785	$1.47M	0.69%	+306	Timeline
TJXTJX COS INC NEW	12,027	$1.45M	0.68%	-303	Timeline
ORCLORACLE CORP	8,025	$1.34M	0.63%	-317	Timeline
DHRDANAHER CORP DEL	5,745	$1.32M	0.62%	-67	Timeline
HDHOME DEPOT INC	3,223	$1.25M	0.59%	-277	Timeline
MRKMERCK & CO INC	12,480	$1.24M	0.58%	-1,046	Timeline
VVISA INC	3,910	$1.24M	0.58%	-160	Timeline
TXNTEXAS INSTRS INC	6,494	$1.22M	0.57%	-513	Timeline
ROLROLLINS INC	25,800	$1.2M	0.56%	0	Timeline
GDGENERAL DYNAMICS CORP	4,483	$1.18M	0.55%	-190	Timeline
VPUVANGUARD WORLD FD	6,927	$1.13M	0.53%	+752	Timeline
MDTMEDTRONIC PLC	13,969	$1.12M	0.52%	-2,004	Timeline
IBBISHARES TR	8,347	$1.1M	0.52%	+987	Timeline
VFHVANGUARD WORLD FD	9,221	$1.09M	0.51%	+1,179	Timeline
ECLECOLAB INC	4,599	$1.08M	0.51%	-169	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	2,042	$1.06M	0.5%	-240	Timeline
VOXVANGUARD WORLD FD	6,722	$1.04M	0.49%	+967	Timeline
MAMASTERCARD INCORPORATED	1,950	$1.03M	0.48%	+6	Timeline
QLTAISHARES TR	21,577	$1.01M	0.47%	+28	Timeline
LOWLOWES COS INC	4,052	$1M	0.47%	-215	Timeline
SCHMSCHWAB STRATEGIC TR	35,703	$989K	0.46%	+23,486	Timeline
VWOVANGUARD INTL EQUITY INDEX F	22,030	$970K	0.46%	-3,842	Timeline
SCHPSCHWAB STRATEGIC TR	36,679	$947K	0.44%	+16,995	Timeline
UPSUNITED PARCEL SVCS INC	7,387	$932K	0.44%	-479	Timeline
ESGUISHARES TR	7,212	$929K	0.44%	-426	Timeline
BACBANK OF AMER CORP	21,090	$927K	0.43%	-702	Timeline
ETNEATON CORP PLC	2,735	$908K	0.43%	-308	Timeline
IEMGISHARES INC	17,165	$896K	0.42%	+59	Timeline
METAMETA PLATFORMS INC	1,521	$891K	0.42%	-40	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,939	$879K	0.41%	-90	Timeline
SBUXSTARBUCKS CORP	9,617	$878K	0.41%	-742	Timeline
NKENIKE INC	11,429	$865K	0.41%	-316	Timeline
NFLXNETFLIX INC.	964	$859K	0.4%	-36	Timeline
GVIISHARES TR	8,196	$854K	0.4%	+1,236	Timeline
TIPISHARES TR	7,942	$846K	0.4%	-303	Timeline
PYPLPAYPAL HLDGS INC	9,690	$827K	0.39%	-464	Timeline
SCHHSCHWAB STRATEGIC TR	37,620	$792K	0.37%	+3,778	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	22,797	$774K	0.36%	+4,358	Timeline
DSIISHARES TR	6,998	$772K	0.36%	-1,038	Timeline
SCHZSCHWAB STRATEGIC TR	33,408	$758K	0.36%	+7,599	Timeline
IWMISHARES TR	3,222	$712K	0.33%	+138	Timeline
DUKDUKE ENERGY CORP NEW	6,550	$706K	0.33%	-131	Timeline
CLCOLGATE PALMOLIVE CO	7,739	$704K	0.33%	-1,260	Timeline
BXBLACKSTONE INC	4,024	$694K	0.33%	+263	Timeline
BDXBECTON DICKINSON & CO	3,000	$681K	0.32%	-183	Timeline
IYFISHARES TR	6,130	$678K	0.32%	0	Timeline
DEDEERE & CO	1,533	$650K	0.3%	-155	Timeline
IAGGISHARES TR	12,861	$642K	0.3%	-602	Timeline
CMECME GROUP INC	2,715	$631K	0.3%	-145	Timeline
MUBISHARES TR	5,859	$624K	0.29%	-330	Timeline
FDXFEDEX CORP	2,195	$618K	0.29%	-343	Timeline
COSTCOSTCO WHOLESALE CORPORATION	672	$616K	0.29%	-110	Timeline
CRMSALESFORCE INC	1,768	$591K	0.28%	-254	Timeline
MBBISHARES TR	6,379	$585K	0.27%	-531	Timeline
IDXXIDEXX LABS INC	1,393	$576K	0.27%	-191	Timeline
CSXCSX CORP	17,485	$564K	0.26%	-1,040	Timeline
SCHASCHWAB STRATEGIC TR	21,158	$547K	0.26%	+9,998	Timeline
CATCATERPILLAR INC	1,498	$543K	0.25%	-79	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,451	$539K	0.25%	-15	Timeline
MKCMCCORMICK & CO INC	6,954	$530K	0.25%	-212	Timeline
TFLOISHARES TR	10,475	$529K	0.25%	-1,135	Timeline
BKNGBOOKING HOLDINGS INC	105	$522K	0.24%	+6	Timeline
AMATAPPLIED MATLS INC	3,170	$516K	0.24%	-447	Timeline
VOOVANGUARD INDEX FDS	948	$511K	0.24%	-67	Timeline
HONHONEYWELL INTL INC	2,184	$493K	0.23%	-192	Timeline
INTUINTUIT	754	$474K	0.22%	+13	Timeline
EAELECTRONIC ARTS INC	3,235	$473K	0.22%	+303	Timeline
GILDGILEAD SCIENCES INC	5,093	$470K	0.22%	-25	Timeline
NSCNORFOLK SOUTHN CORP	1,987	$466K	0.22%	-150	Timeline
ADBEADOBE INC	1,032	$459K	0.22%	-103	Timeline
SYYSYSCO CORP	5,909	$452K	0.21%	+650	Timeline
PFEPFIZER INC	16,917	$449K	0.21%	-13,305	Timeline
VGTVANGUARD WORLD FD	715	$445K	0.21%	-62	Timeline
ADSKAUTODESK INC	1,435	$424K	0.2%	+46	Timeline
IEIISHARES TR	3,608	$417K	0.2%	+579	Timeline
TTTRANE TECHNOLOGIES PLC	1,107	$409K	0.19%	-3	Timeline
FISVFISERV INC	1,939	$398K	0.19%	+290	Timeline
ESGDISHARES TR	5,150	$392K	0.18%	-898	Timeline
VZVERIZON COMMUNICATIONS INC	9,793	$392K	0.18%	-673	Timeline
VCSHVANGUARD SCOTTSDALE FDS	4,941	$385K	0.18%	-40	Timeline
AMDADVANCED MICRO DEVICES INC	3,113	$376K	0.18%	+57	Timeline
GLDSPDR GOLD TR	1,519	$368K	0.17%	-45	Timeline
CWBSPDR SERIES TRUST	4,569	$356K	0.17%	-488	Timeline
MCDMCDONALDS CORP	1,159	$336K	0.16%	-267	Timeline
SCHFSCHWAB STRATEGIC TR	17,394	$322K	0.15%	+6,663	Timeline
MMM3M CO	2,400	$310K	0.15%	0	Timeline
PANWPALO ALTO NETWORKS INC	1,658	$302K	0.14%	+855	Timeline
ICVTISHARES TR	3,532	$300K	0.14%	-959	Timeline
VTVVANGUARD INDEX FDS	1,757	$297K	0.14%	new	Timeline
CLXCLOROX CO DEL	1,819	$295K	0.14%	0	Timeline
IWFISHARES TR	728	$292K	0.14%	-115	Timeline
ADIANALOG DEVICES INC	1,229	$261K	0.12%	0	Timeline
VUGVANGUARD INDEX FDS	631	$259K	0.12%	new	Timeline
CMCSACOMCAST CORP NEW	6,595	$248K	0.12%	-1,023	Timeline
ITWILLINOIS TOOL WKS INC	976	$247K	0.12%	0	Timeline
EFAISHARES TR	3,248	$246K	0.12%	0	Timeline
IWBISHARES TR	720	$232K	0.11%	-200	Timeline
ELVELEVANCE HEALTH INC FORMERLY	608	$224K	0.11%	-125	Timeline
USHYISHARES TR	6,054	$223K	0.1%	+678	Timeline
DGRWWISDOMTREE TR	2,745	$222K	0.1%	-1,000	Timeline
ABTABBOTT LABORATORIES	1,938	$219K	0.1%	-10	Timeline
ESGEISHARES INC	6,436	$215K	0.1%	-617	Timeline
NUSCNUSHARES ETF TR	4,797	$201K	0.09%	-21	Timeline
FFORD MTR CO	11,467	$114K	0.05%	-11,000	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GRMNGARMIN LTD	8,050	$1.42M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	2,102	$807K	shares
SCCOSOUTHERN COPPER CORP	6,260	$724K	shares
SUSBISHARES TR	10,422	$262K	shares
MPCMARATHON PETE CORP	1,600	$261K	shares
NVONOVO-NORDISK A S	2,123	$253K	shares
CVXCHEVRON CORPORATION	1,630	$240K	shares
VTIVANGUARD INDEX FDS	840	$238K	shares
EMBISHARES TR	2,465	$231K	shares
SUSCISHARES TR	8,738	$208K	shares
KMBKIMBERLY-CLARK CORP	1,443	$205K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000196	base		2025-01-31	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC