Bigelow Investment Advisors, LLC
157 holdingsFiling period: 2026-06-30Current AUM: $277.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 26.1K | $19.5M | $20.0M | 7.23% | +463 | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 18.1K | $13.5M | $13.9M | 5.01% | -407 | 2026-06-30 |
| 3 | VIG | Vanguard Specialized Funds | 50.3K | $11.9M | $12.3M | 4.44% | -172 | 2026-06-30 |
| 4 | IAU | iShares Gold TR | 126.9K | $9.6M | $9.6M | 3.45% | -4,134 | 2026-06-30 |
| 5 | HEFA | iShares TR | 171.0K | $8.0M | $7.9M | 2.85% | +30.8K | 2026-06-30 |
| 6 | IJH | iShares TR | 102.9K | $7.9M | $7.5M | 2.71% | -1,083 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 26.4K | $7.6M | $9.1M | 3.28% | +72 | 2026-06-30 |
| 8 | IJR | iShares TR | 37.1K | $5.5M | $5.2M | 1.86% | -2,347 | 2026-06-30 |
| 9 | SCHG | Schwab Strategic TR | 161.4K | $5.5M | $5.7M | 2.04% | +3.3K | 2026-06-30 |
| 10 | SCHX | Schwab Strategic TR | 174.6K | $5.1M | $5.3M | 1.90% | -2,354 | 2026-06-30 |
| 11 | IGSB | iShares TR | 97.4K | $5.1M | $5.0M | 1.81% | +3.6K | 2026-06-30 |
| 12 | SCHO | Schwab Strategic TR | 206.6K | $5.0M | $4.9M | 1.78% | +8.7K | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 24.0K | $4.8M | $5.2M | 1.87% | +2.5K | 2026-06-30 |
| 14 | EMXC | iShares Inc | 46.4K | $4.7M | $4.2M | 1.52% | +2.0K | 2026-06-30 |
| 15 | BUFR | First TR Exchng Traded FD VI | 129.7K | $4.7M | $4.9M | 1.76% | -14,328 | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 12.5K | $4.5M | $3.9M | 1.42% | -211 | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 11.5K | $4.3M | $6.1M | 2.20% | +364 | 2026-06-30 |
| 18 | JNJ | Johnson & Johnson | 16.4K | $4.2M | $4.4M | 1.58% | +118 | 2026-06-30 |
| 19 | MBB | iShares TR | 42.2K | $4.0M | $3.9M | 1.39% | -145 | 2026-06-30 |
| 20 | RSP | Invesco Exchange Traded FD T | 18.5K | $3.9M | $4.0M | 1.45% | +1.2K | 2026-06-30 |
| 21 | IEFA | iShares TR | 39.0K | $3.8M | $3.7M | 1.35% | -396 | 2026-06-30 |
| 22 | GOOG | Alphabet Inc | 10.4K | $3.7M | $3.3M | 1.17% | -399 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 10.6K | $3.5M | $3.6M | 1.28% | +89 | 2026-06-30 |
| 24 | AGG | iShares TR | 32.0K | $3.2M | $3.1M | 1.11% | -2,619 | 2026-06-30 |
| 25 | AXP | American Express Co | 8.4K | $2.9M | $2.7M | 0.96% | +32 | 2026-06-30 |
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