Bigelow-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABT",
  "ADBE",
  "GOOGL",
  "AXP",
  "SCHH",
  "CAT",
  "LOW",
  "DUK",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  null,
  "IJH",
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "BX",
  "IJR",
  "ORCL",
  "VHT",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "ECL",
  "NVDA",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "IEFA",
  "SCHX",
  null,
  "RTX",
  "GLD",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "UPS",
  null,
  "VWO",
  "VCIT",
  "VIG",
  "VYM",
  "EA",
  "TT",
  "ADSK",
  "AMD",
  "FI",
  "IDXX",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "VFH",
  "VEA",
  null,
  "VOO",
  null,
  "V",
  "WMT",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "ROL",
  "CRM",
  "SYY",
  null,
  null,
  null,
  "ESGU",
  null,
  "FDX",
  "BAC",
  "BRK-B",
  "BDX",
  "CB",
  "CSCO",
  "CLX",
  "CME",
  "CMCSA",
  "CL",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "RSP",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 146
Total Value: 210490429
Accession Number: 0001667731-25-000457
Form Type: 13F-HR
CIK: bigelow-investment-advisors
Manager Name: Bigelow-Investment-Advisors

Data Enrichment

77% identified

113 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $210.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alphabet Inc.

GOOGL|02079K305

Shares:15.0K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$210.5M)

33739Q200

Shares:45.4K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$210.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.3K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$210.5M)

RTX Corp

RTX|75513E101

Shares:16.7K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$210.5M)

AMAZON COM INC

AMZN|023135106

Shares:11.1K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$210.5M)

46429B655

Shares:41.1K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$210.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:11.8K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$210.5M)

464288588

Shares:20.7K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$210.5M)

808524102

SCHB|808524102

Shares:88.7K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$210.5M)

464288638

Shares:36.1K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$210.5M)

921943858

VEA|921943858

Shares:36.8K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$210.5M)

Alphabet Inc.

GOOG|02079K107

Shares:11.8K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$210.5M)

92204A876

Shares:10.6K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$210.5M)

921946406

VYM|921946406

Shares:13.2K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$210.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:14.2K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$210.5M)

46137V357

RSP|46137V357

Shares:9.4K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$210.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:21.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$210.5M)

46434G764

EMXC|46434G764

Shares:27.5K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$210.5M)

PEPSICO INC

PEP|713448108

Shares:10.0K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$210.5M)

808524409

Shares:56.4K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$210.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	15.0K	QoQ +2.83% (-413) YoY -4.83% (-761)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$210.5M)	QoQ -15.99% (-$440.8K) YoY -2.50% (-$59.4K)
(cusip33739Q200)✕	45.4K	QoQ +10.60% (+4.4K) YoY +43.77% (+13.8K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$210.5M)	QoQ +11.72% (+$234.0K) YoY +46.48% (+$707.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.3K	QoQ -0.32% (-14) YoY -16.19% (-822)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$210.5M)	QoQ +3.19% (-$69.0K) YoY -11.26% (-$283.0K)
RTX Corp(RTXcusip75513E101)	16.7K	QoQ -1.58% (-269) YoY -14.83% (-2.9K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$210.5M)	QoQ +12.65% (-$248.8K) YoY +15.66% (-$300.0K)
AMAZON COM INC(AMZNcusip023135106)	11.1K	QoQ +2.18% (-238) YoY -2.03% (-231)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$210.5M)	QoQ -11.38% (-$272.3K) YoY +3.33% (-$68.4K)
(cusip46429B655)✕	41.1K	QoQ -3.05% (-1.3K) YoY -7.58% (-3.4K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$210.5M)	QoQ -2.73% (-$58.9K) YoY -7.59% (-$172.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	11.8K	QoQ +2.76% (+316) YoY -6.10% (-765)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$210.5M)	QoQ +4.45% (+$85.6K) YoY -1.37% (-$28.0K)
(cusip464288588)✕	20.7K	QoQ +224.04% (+14.3K) YoY +188.37% (+13.5K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$210.5M)	QoQ +231.46% (+$1.4M) YoY +192.62% (+$1.3M)
(SCHBcusip808524102)	88.7K	QoQ -3.74% (-3.4K) YoY +147.35% (-52.8K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$210.5M)	QoQ -8.70% (-$181.9K) YoY -12.76% (-$279.4K)
(cusip464288638)✕	36.1K	QoQ +6.73% (+2.3K) YoY +51.93% (+12.3K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$210.5M)	QoQ +8.82% (+$153.9K) YoY +54.64% (+$670.3K)
(VEAcusip921943858)	36.8K	QoQ -0.76% (-285) YoY -7.84% (-3.1K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$210.5M)	QoQ +5.47% (-$97.1K) YoY -6.63% (-$132.8K)
Alphabet Inc.(GOOGcusip02079K107)	11.8K	QoQ -0.93% (-111) YoY -14.12% (-1.9K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$210.5M)	QoQ -18.72% (-$424.4K) YoY -11.88% (-$248.3K)
(cusip92204A876)✕	10.6K	QoQ +52.88% (+3.7K) YoY +164.22% (+6.6K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$210.5M)	QoQ +59.79% (+$676.9K) YoY +216.53% (+$1.2M)
(VYMcusip921946406)	13.2K	QoQ +5.79% (+725) YoY +77.44% (+5.8K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$210.5M)	QoQ +6.93% (+$110.6K) YoY +89.13% (+$803.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	14.2K	QoQ +3.13% (+431) YoY +5.20% (+701)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$210.5M)	QoQ +14.03% (+$207.2K) YoY +7.64% (+$119.6K)
(RSPcusip46137V357)	9.4K	QoQ +6.70% (+589) YoY +78.52% (+4.1K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$210.5M)	QoQ +5.48% (+$84.5K) YoY +82.59% (+$734.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	21.8K	QoQ +3.54% (+745) YoY -5.28% (-1.2K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$210.5M)	QoQ +2.38% (+$36.0K) YoY +5.06% (-$74.3K)
(EMXCcusip46434G764)	27.5K	QoQ -9.95% (-3.0K) YoY +189.53% (+18.0K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$210.5M)	QoQ -10.54% (-$178.2K) YoY +177.06% (+$966.5K)
PEPSICO INC(PEPcusip713448108)	10.0K	QoQ -1.65% (-169) YoY -8.74% (-961)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$210.5M)	QoQ -3.02% (-$46.9K) YoY -21.82% (-$419.5K)
(cusip808524409)✕	56.4K	QoQ +0.17% (+101) YoY +333.09% (+43.4K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$210.5M)	QoQ +2.13% (+$31.4K) YoY +51.50% (+$510.0K)