Bigelow Investment Advisors, LLC - Portfolio overview

Bigelow Investment Advisors, LLC has 160 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 6.60%
  2. SPY - STATE STR SPDR S&P 500 ETF T, 4.76%
  3. IAU - ISHARES GOLD TR, 4.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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