$220 Million is the total value of Bigelow Investment Advisors, LLC's 143 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IAU | New | ISHARES GOLD TRishares new | $1,972,000 | – | 56,653 | +100.0% | 0.90% | – |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $495,000 | – | 11,225 | +100.0% | 0.22% | – |
ANET | New | ARISTA NETWORKS INC | $331,000 | – | 2,300 | +100.0% | 0.15% | – |
ADSK | New | AUTODESK INC | $257,000 | – | 913 | +100.0% | 0.12% | – |
ABBV | New | ABBVIE INC | $238,000 | – | 1,755 | +100.0% | 0.11% | – |
INTU | New | INTUIT | $233,000 | – | 362 | +100.0% | 0.11% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $213,000 | – | 2,915 | +100.0% | 0.10% | – |
SCHH | New | SCHWAB STRATEGIC TRus reit etf | $205,000 | – | 3,885 | +100.0% | 0.09% | – |
ESGV | New | VANGUARD WORLD FDesg us stk etf | $202,000 | – | 2,295 | +100.0% | 0.09% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $203,000 | – | 840 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.