$214 Million is the total value of Bigelow Investment Advisors, LLC's 149 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,476,000 | – | 14,899 | +100.0% | 0.69% | – |
| MBB | New | ISHARES TRmbs etf | $396,000 | – | 3,884 | +100.0% | 0.18% | – |
| TSLA | New | TESLA INC | $356,000 | – | 330 | +100.0% | 0.17% | – |
| CAT | New | CATERPILLAR INC | $246,000 | – | 1,105 | +100.0% | 0.12% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $238,000 | – | 2,853 | +100.0% | 0.11% | – |
| VCEB | New | VANGUARD WORLD FDesg us corp bd | $223,000 | – | 3,283 | +100.0% | 0.10% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $213,000 | – | 5,335 | +100.0% | 0.10% | – |
| CRM | New | SALESFORCE COM INC | $213,000 | – | 1,004 | +100.0% | 0.10% | – |
| CVX | New | CHEVRON CORP NEW | $202,000 | – | 1,243 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.