Bigelow Investment Advisors, LLC
154 holdingsFiling period: 2026-03-31Current AUM: $275.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 25.6K | $16.7M | $19.2M | 6.97% | -92 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 18.5K | $12.1M | $13.8M | 5.02% | +472 | 2026-03-31 |
| 3 | IAU | ISHARES GOLD TR | 131.0K | $11.6M | $10.0M | 3.62% | -12,332 | 2026-03-31 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 50.5K | $10.9M | $12.1M | 4.38% | -530 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 104.0K | $7.0M | $7.8M | 2.84% | +3.6K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 26.3K | $6.7M | $8.1M | 2.95% | -564 | 2026-03-31 |
| 7 | HEFA | ISHARES TR | 140.1K | $6.0M | $6.5M | 2.36% | +22.8K | 2026-03-31 |
| 8 | IGSB | ISHARES TR | 93.9K | $4.9M | $4.9M | 1.78% | +11.7K | 2026-03-31 |
| 9 | IJR | ISHARES TR | 39.5K | $4.9M | $5.7M | 2.08% | -1,526 | 2026-03-31 |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | 144.0K | $4.9M | $5.3M | 1.92% | -19,981 | 2026-03-31 |
| 11 | SCHO | SCHWAB STRATEGIC TR | 197.9K | $4.8M | $4.8M | 1.73% | -3,746 | 2026-03-31 |
| 12 | SCHG | SCHWAB STRATEGIC TR | 158.1K | $4.6M | $5.4M | 1.96% | -2,530 | 2026-03-31 |
| 13 | SCHX | SCHWAB STRATEGIC TR | 176.9K | $4.5M | $5.2M | 1.89% | -15,395 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 11.1K | $4.1M | $5.2M | 1.87% | +8 | 2026-03-31 |
| 15 | MBB | ISHARES TR | 42.4K | $4.0M | $3.9M | 1.43% | +5.0K | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 16.3K | $4.0M | $4.2M | 1.52% | -634 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 21.5K | $3.8M | $4.3M | 1.57% | +55 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 12.7K | $3.6M | $4.5M | 1.64% | -465 | 2026-03-31 |
| 19 | IEFA | ISHARES TR | 39.4K | $3.6M | $3.9M | 1.40% | +2.0K | 2026-03-31 |
| 20 | EMXC | ISHARES INC | 44.3K | $3.5M | $4.1M | 1.48% | +4.6K | 2026-03-31 |
| 21 | AGG | ISHARES TR | 34.6K | $3.4M | $3.4M | 1.22% | +2.1K | 2026-03-31 |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | 17.3K | $3.3M | $3.7M | 1.35% | +2.5K | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 10.5K | $3.1M | $3.7M | 1.35% | -93 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 10.8K | $3.1M | $3.8M | 1.39% | -166 | 2026-03-31 |
| 25 | RTX | RTX CORPORATION | 15.0K | $2.9M | $3.2M | 1.17% | -200 | 2026-03-31 |
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