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:

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464287622

IWB|464287622

Shares:720

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$210.5M)

97717X669

Shares:2.7K

Value:$219.2K

% of Portfolio:0.1% ($219.2K/$210.5M)

464287457

Shares:2.5K

Value:$207.2K

% of Portfolio:0.1% ($207.2K/$210.5M)

46434G863

Shares:5.9K

Value:$206.1K

% of Portfolio:0.1% ($206.1K/$210.5M)

Chubb Ltd

CB|H1467J104

Shares:673

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$210.5M)

NOVO NORDISK A S

NVO|670100205

Shares:2.9K

Value:$200.3K

% of Portfolio:0.1% ($200.3K/$210.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWBcusip464287622)	720	QoQ 0.00% (-0) YoY -23.80% (-225)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$210.5M)	QoQ -4.78% (-$11.1K) YoY -18.86% (-$51.3K)
(cusip97717X669)✕	2.7K	QoQ 0.00% (-0) YoY -26.70% (-1.0K)	All Managers (Combined)	$219.2K	0.1% ($219.2K/$210.5M)	QoQ -1.32% (-$2.9K) YoY -23.17% (-$66.1K)
(cusip464287457)✕	2.5K	QoQ NEW(+2.5K) YoY -0.15% (-4)	All Managers (Combined)	$207.2K	0.1% ($207.2K/$210.5M)	QoQ NEW(+$207.2K) YoY +1.00% (-$2.1K)
(cusip46434G863)✕	5.9K	QoQ -8.35% (-538) YoY -16.31% (-1.1K)	All Managers (Combined)	$206.1K	0.1% ($206.1K/$210.5M)	QoQ -4.07% (-$8.8K) YoY -9.25% (-$21.0K)
Chubb Ltd(CBcusipH1467J104)	673	QoQ NEW(+673) YoY NEW(+673)	All Managers (Combined)	$203.2K	0.1% ($203.2K/$210.5M)	QoQ NEW(+$203.2K) YoY NEW(+$203.2K)
NOVO NORDISK A S(NVOcusip670100205)	2.9K	QoQ NEW(+2.9K) YoY +43.84% (-879)	All Managers (Combined)	$200.3K	0.1% ($200.3K/$210.5M)	QoQ NEW(+$200.3K) YoY -22.20% (-$57.2K)