$203 Million is the total value of Bigelow Investment Advisors, LLC's 139 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -2,945 | -100.0% | -0.10% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -2,816 | -100.0% | -0.10% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,013 | -100.0% | -0.11% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,055 | -100.0% | -0.11% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -725 | -100.0% | -0.13% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -8,733 | -100.0% | -0.15% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -2,215 | -100.0% | -0.20% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -11,120 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 10.0% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 4.3% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 3.2% |
| APPLE INC | 24 | Q3 2023 | 3.4% |
| ISHARES TR | 24 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 24 | Q3 2023 | 2.2% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 2.1% |
| CISCO SYS INC | 24 | Q3 2023 | 1.6% |
| UNITEDHEALTH GROUP INC | 24 | Q3 2023 | 1.7% |
| DISNEY WALT CO | 24 | Q3 2023 | 1.4% |
View Bigelow Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
View Bigelow Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.