Mga Batayang Estadistika
Nilai Portofolio $ 226,918,274
Posisi Saat Ini 147
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Bigelow Investment Advisors, LLC telah mengungkapkan total kepemilikan 147 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 226,918,274 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Bigelow Investment Advisors, LLC adalah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , SPDR S&P 500 ETF (US:SPY) , Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) , iShares Gold Trust (US:IAU) , and iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) . Posisi baru Bigelow Investment Advisors, LLC meliputi: Uber Technologies, Inc. (US:UBER) , The Goldman Sachs Group, Inc. (US:GS) , iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) , Union Pacific Corporation (US:UNP) , and .

Bigelow Investment Advisors, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.18 4.42 1.9476 0.5024
0.02 3.76 1.6569 0.4415
0.01 5.54 2.4428 0.4140
0.02 15.09 6.6480 0.3114
0.03 2.74 1.2057 0.2847
0.01 1.68 0.7401 0.2216
0.08 3.13 1.3798 0.2070
0.00 1.45 0.6379 0.1794
0.03 2.02 0.8884 0.1700
0.01 2.12 0.9345 0.1627
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 1.21 0.5329 -0.5259
0.03 5.79 2.5503 -0.4681
0.02 12.08 5.3228 -0.3392
0.06 2.79 1.2277 -0.2631
0.02 2.61 1.1514 -0.2138
0.01 1.30 0.5741 -0.1399
0.01 0.85 0.3758 -0.1302
0.01 1.87 0.8232 -0.1292
0.01 1.52 0.6710 -0.1290
0.00 0.83 0.3643 -0.1234
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-10 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 2.35 15.09 13.11 6.6480 0.3114
SPY / SPDR S&P 500 ETF 0.02 -8.24 12.08 1.35 5.3228 -0.3392
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.05 -0.15 10.46 5.35 4.6091 -0.1074
IAU / iShares Gold Trust 0.13 0.70 8.37 6.51 3.6870 -0.0449
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.06 5.86 6.26 10.64 2.7593 0.0708
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.10 -1.28 6.24 4.94 2.7517 -0.0753
AAPL / Apple Inc. 0.03 10.81 5.79 -8.91 2.5503 -0.4681
MSFT / Microsoft Corporation 0.01 -2.04 5.54 29.81 2.4428 0.4140
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.22 -0.57 5.26 10.07 2.3172 0.0474
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.16 0.33 4.54 17.05 2.0028 0.1581
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.18 45.04 4.42 45.31 1.9476 0.5024
NVDA / NVIDIA Corporation 0.02 0.81 3.76 46.95 1.6569 0.4415
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.06 6.88 3.14 7.68 1.3846 -0.0017
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.08 21.25 3.13 26.86 1.3798 0.2070
JPM / JPMorgan Chase & Co. 0.01 -0.08 3.09 18.09 1.3612 0.1185
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.04 0.46 3.08 10.85 1.3560 0.0373
AXP / American Express Company 0.01 -0.27 2.87 18.23 1.2632 0.1115
GNMA / iShares Trust - iShares GNMA Bond ETF 0.06 -11.32 2.79 -11.25 1.2277 -0.2631
MBB / iShares Trust - iShares MBS ETF 0.03 40.97 2.74 41.12 1.2057 0.2847
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.03 -0.73 2.67 -0.45 1.1782 -0.0977
JNJ / Johnson & Johnson 0.02 -1.29 2.61 -9.08 1.1514 -0.2138
AMZN / Amazon.com, Inc. 0.01 1.43 2.48 16.94 1.0924 0.0855
GOOGL / Alphabet Inc. 0.01 -7.49 2.44 5.45 1.0754 -0.0243
RTX / RTX Corporation 0.02 -0.68 2.43 9.48 1.0688 0.0164
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.05 6.59 2.38 6.77 1.0497 -0.0098
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.01 20.52 2.25 24.56 0.9928 0.1334
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.01 24.42 2.12 30.54 0.9345 0.1627
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.09 -1.24 2.09 9.33 0.9195 0.0126
GOOG / Alphabet Inc. 0.01 -1.03 2.07 12.38 0.9120 0.0371
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.04 -2.49 2.04 -2.57 0.9011 -0.0957
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.03 16.31 2.02 33.27 0.8884 0.1700
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.03 -6.17 1.97 5.24 0.8673 -0.0212
DIS / The Walt Disney Company 0.02 0.26 1.88 25.95 0.8300 0.1197
PG / The Procter & Gamble Company 0.01 -0.33 1.87 -6.79 0.8232 -0.1292
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.03 -3.54 1.86 -2.11 0.8182 -0.0830
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 0.71 1.78 4.11 0.7826 -0.0278
ORCL / Oracle Corporation 0.01 -1.60 1.68 53.90 0.7401 0.2216
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.06 2.99 1.61 7.20 0.7088 -0.0039
VFH / Vanguard World Fund - Vanguard Financials ETF 0.01 5.76 1.59 12.75 0.7016 0.0304
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.01 -0.31 1.58 10.01 0.6978 0.0139
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.02 8.66 1.55 10.20 0.6810 0.0148
CSCO / Cisco Systems, Inc. 0.02 -5.28 1.54 6.50 0.6790 -0.0084
XOM / Exxon Mobil Corporation 0.01 -0.24 1.52 -9.57 0.6710 -0.1290
NEE / NextEra Energy, Inc. 0.02 -0.52 1.50 -2.59 0.6622 -0.0706
ROL / Rollins, Inc. 0.03 0.00 1.46 4.45 0.6415 -0.0208
NFLX / Netflix, Inc. 0.00 4.44 1.45 49.95 0.6379 0.1794
VOX / Vanguard World Fund - Vanguard Communication Services ETF 0.01 11.01 1.44 27.98 0.6352 0.1000
TJX / The TJX Companies, Inc. 0.01 -0.06 1.43 1.35 0.6284 -0.0402
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.01 1.91 1.37 -4.41 0.6026 -0.0769
V / Visa Inc. 0.00 -0.03 1.35 1.35 0.5963 -0.0384
GD / General Dynamics Corporation 0.00 -0.27 1.30 6.80 0.5747 -0.0059
PEP / PepsiCo, Inc. 0.01 -1.57 1.30 -13.32 0.5741 -0.1399
ECL / Ecolab Inc. 0.00 1.25 1.24 7.61 0.5486 -0.0010
META / Meta Platforms, Inc. 0.00 -0.30 1.23 27.60 0.5403 0.0841
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF 0.01 21.15 1.22 21.99 0.5358 0.0625
UNH / UnitedHealth Group Incorporated 0.00 -8.91 1.21 -45.74 0.5329 -0.5259
TXN / Texas Instruments Incorporated 0.01 -6.97 1.13 7.49 0.4997 -0.0015
HD / The Home Depot, Inc. 0.00 0.36 1.12 0.45 0.4928 -0.0363
ETN / Eaton Corporation plc 0.00 3.03 1.12 35.39 0.4923 0.1001
DHR / Danaher Corporation 0.01 -3.56 1.06 -7.07 0.4691 -0.0751
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.04 7.11 1.06 6.30 0.4687 -0.0067
MDT / Medtronic plc 0.01 -4.15 1.04 -7.01 0.4561 -0.0727
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF 0.02 2.34 1.00 3.00 0.4390 -0.0204
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.02 0.52 0.98 11.86 0.4323 0.0155
MA / Mastercard Incorporated 0.00 -6.94 0.97 -4.62 0.4282 -0.0557
BAC / Bank of America Corporation 0.02 3.35 0.95 17.20 0.4208 0.0337
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.01 0.00 0.95 10.97 0.4192 0.0120
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.02 -9.81 0.93 -1.48 0.4114 -0.0386
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.03 -4.56 0.92 2.11 0.4058 -0.0223
BRK.B / Berkshire Hathaway Inc. 0.00 -9.05 0.91 -17.00 0.4025 -0.1205
LOW / Lowe's Companies, Inc. 0.00 0.49 0.91 -4.40 0.4019 -0.0514
SBUX / Starbucks Corporation 0.01 -1.13 0.87 -7.67 0.3822 -0.0639
DUK / Duke Energy Corporation 0.01 2.78 0.86 -0.58 0.3807 -0.0320
IBB / iShares Trust - iShares Biotechnology ETF 0.01 -19.06 0.85 -20.00 0.3758 -0.1302
TIP / iShares Trust - iShares TIPS Bond ETF 0.01 -0.56 0.85 -1.52 0.3728 -0.0352
TMO / Thermo Fisher Scientific Inc. 0.00 -1.16 0.83 -19.49 0.3643 -0.1234
CL / Colgate-Palmolive Company 0.01 4.96 0.81 1.88 0.3587 -0.0211
NKE / NIKE, Inc. 0.01 -3.94 0.81 7.58 0.3566 -0.0010
DE / Deere & Company 0.00 0.45 0.80 8.71 0.3525 0.0033
IDXX / IDEXX Laboratories, Inc. 0.00 -1.27 0.75 26.01 0.3314 0.0481
CME / CME Group Inc. 0.00 0.59 0.75 4.62 0.3296 -0.0104
UPS / United Parcel Service, Inc. 0.01 -0.42 0.74 -8.63 0.3266 -0.0587
IBM / International Business Machines Corporation 0.00 0.00 0.72 18.56 0.3184 0.0289
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.01 -3.05 0.72 9.97 0.3161 0.0062
IYF / iShares Trust - iShares U.S. Financials ETF 0.01 -4.86 0.69 2.06 0.3059 -0.0174
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.03 1.46 0.67 -0.15 0.2963 -0.0237
COST / Costco Wholesale Corporation 0.00 -0.89 0.66 3.76 0.2919 -0.0114
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.03 0.66 8.26 0.2889 0.0010
AMAT / Applied Materials, Inc. 0.00 2.72 0.65 29.54 0.2863 0.0481
CAT / Caterpillar Inc. 0.00 2.90 0.65 21.16 0.2855 0.0314
BKNG / Booking Holdings Inc. 0.00 1.89 0.63 28.07 0.2755 0.0435
PYPL / PayPal Holdings, Inc. 0.01 -3.16 0.62 10.27 0.2749 0.0062
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.03 -12.84 0.62 -12.54 0.2739 -0.0637
VZ / Verizon Communications Inc. 0.01 4.63 0.61 -0.16 0.2686 -0.0215
MRK / Merck & Co., Inc. 0.01 -13.28 0.60 -23.54 0.2665 -0.1092
HON / Honeywell International Inc. 0.00 10.79 0.60 21.86 0.2656 0.0306
AMD / Advanced Micro Devices, Inc. 0.00 4.86 0.57 45.13 0.2495 0.0638
GILD / Gilead Sciences, Inc. 0.01 -9.06 0.56 -10.03 0.2452 -0.0486
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.02 -0.02 0.54 8.15 0.2397 0.0003
TT / Trane Technologies plc 0.00 1.73 0.54 32.11 0.2379 0.0437
CSX / CSX Corporation 0.02 -5.27 0.54 4.88 0.2370 -0.0063
BX / Blackstone Inc. 0.00 3.87 0.54 11.18 0.2369 0.0071
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 15.89 0.52 16.74 0.2308 0.0178
SYY / Sysco Corporation 0.01 5.20 0.52 6.33 0.2296 -0.0035
FDX / FedEx Corporation 0.00 2.37 0.52 -4.60 0.2290 -0.0296
INTU / Intuit Inc. 0.00 5.18 0.51 34.83 0.2256 0.0453
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF 0.01 -2.04 0.51 -2.12 0.2247 -0.0226
BDX / Becton, Dickinson and Company 0.00 0.86 0.50 -24.13 0.2218 -0.0935
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 -10.66 0.50 -11.50 0.2206 -0.0481
ADSK / Autodesk, Inc. 0.00 3.70 0.50 22.83 0.2181 0.0264
GLD / SPDR Gold Trust 0.00 0.00 0.49 5.88 0.2143 -0.0041
CRM / Salesforce, Inc. 0.00 5.96 0.48 7.64 0.2114 -0.0003
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 0.47 22.48 0.2090 0.0248
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.01 -15.67 0.47 -13.81 0.2063 -0.0518
NSC / Norfolk Southern Corporation 0.00 -3.44 0.47 4.48 0.2055 -0.0068
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.01 0.00 0.46 9.26 0.2029 0.0026
WMT / Walmart Inc. 0.00 8.27 0.46 20.53 0.2020 0.0214
ADBE / Adobe Inc. 0.00 4.63 0.44 5.56 0.1928 -0.0041
LLY / Eli Lilly and Company 0.00 8.37 0.43 2.36 0.1913 -0.0103
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -26.05 0.40 -18.28 0.1755 -0.0560
MKC / McCormick & Company, Incorporated 0.00 -0.38 0.38 -8.31 0.1655 -0.0289
FI / Fiserv, Inc. 0.00 10.66 0.37 -13.63 0.1649 -0.0409
MMM / 3M Company 0.00 0.00 0.36 3.71 0.1603 -0.0064
PFE / Pfizer Inc. 0.01 -7.57 0.36 -11.52 0.1591 -0.0349
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 -0.26 0.35 11.32 0.1562 0.0051
UBER / Uber Technologies, Inc. 0.00 0.35 0.1557 0.1557
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.00 -6.30 0.35 0.87 0.1538 -0.0102
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.00 -3.76 0.35 -3.08 0.1525 -0.0171
PANW / Palo Alto Networks, Inc. 0.00 8.05 0.33 29.37 0.1440 0.0242
MCD / McDonald's Corporation 0.00 0.00 0.33 -6.34 0.1434 -0.0219
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.00 0.29 0.1295 0.1295
EA / Electronic Arts Inc. 0.00 -9.81 0.29 -0.34 0.1294 -0.0106
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.00 0.29 9.74 0.1292 0.0019
ADI / Analog Devices, Inc. 0.00 0.00 0.29 18.22 0.1289 0.0112
ICVT / iShares Trust - iShares Convertible Bond ETF 0.00 -10.94 0.25 -4.15 0.1122 -0.0138
ABT / Abbott Laboratories 0.00 0.00 0.25 2.86 0.1111 -0.0057
CMCSA / Comcast Corporation 0.01 -1.12 0.25 -4.62 0.1096 -0.0139
AMGN / Amgen Inc. 0.00 0.00 0.25 -10.51 0.1093 -0.0222
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.00 0.24 10.91 0.1077 0.0028
ITW / Illinois Tool Works Inc. 0.00 0.00 0.24 -0.41 0.1063 -0.0087
GS / The Goldman Sachs Group, Inc. 0.00 0.24 0.1054 0.1054
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.01 0.00 0.23 12.14 0.1018 0.0039
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund 0.01 -50.37 0.23 -43.35 0.1014 -0.0915
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.01 -0.92 0.23 1.34 0.1001 -0.0068
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 6.93 0.21 6.00 0.0938 -0.0013
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.20 0.0886 0.0886
UNP / Union Pacific Corporation 0.00 0.20 0.0883 0.0883
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.00 -100.00 0.00 0.0000
CLX / The Clorox Company 0.00 -100.00 0.00 0.0000
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.00 -100.00 0.00 0.0000
CB / Chubb Limited 0.00 -100.00 0.00 0.0000