Bigelow Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$224M
Signature - Title
Racquel Tibbetts - CCO
Location
Portland, ME
Summary
This page shows a list of all the recent 13F filings made by Bigelow Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bigelow Investment Advisors, LLC reported 155 stock holdings with total value $224M as of Q3 2024. Top holdings included SPY, IVV, VIG, AAPL, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 155 $224M +$5.96M -$4.11M +$1.84M SPY, IVV, VIG, AAPL, IJH 13F-HR 10/18/2024, 04:17 PM
Q2 2024 152 $209M +$9.31M -$3.6M +$5.72M SPY, IVV, VIG, AAPL, SCHX Restatement 10/15/2024, 03:50 PM
Q1 2024 153 $203M +$16.4M -$7M +$9.44M SPY, IVV, VIG, SCHX, IJH 13F-HR 5/8/2024, 10:22 AM
Q4 2023 150 $185M +$5.14M -$9.58M -$4.44M SPY, IVV, VIG, AAPL, SCHX 13F-HR 1/31/2024, 01:44 PM
Q3 2023 146 $174M +$1.78M -$2.97M -$1.19M SPY, IVV, VIG, AAPL, SCHX 13F-HR 10/31/2023, 01:51 PM
Q2 2023 147 $183M +$38.5M -$37.2M +$1.28M SPY, IVV, VIG, AAPL, SCHX 13F-HR 7/25/2023, 11:48 AM
Q1 2023 147 $174M +$36.4M -$42M -$5.61M SPY, IVV, VIG, AAPL, SCHX 13F-HR 5/9/2023, 11:09 AM
Q4 2022 145 $172M +$10.4M -$17M -$6.62M SPY, IVV, VIG, SCHX, AAPL 13F-HR 1/26/2023, 03:12 PM
Q3 2022 138 $168M +$9.49M -$10.5M -$963K SPY, IVV, VIG, GNMA, AAPL 13F-HR 11/10/2022, 04:04 PM
Q2 2022 141 $182M +$8.1M -$15M -$6.93M SPY, IVV, GNMA, IGSB, VIG 13F-HR 7/18/2022, 02:58 PM
Q1 2022 149 $214M +$20.5M -$8.19M +$12.3M SPY, IVV, IGSB, GNMA, SCHX 13F-HR 4/29/2022, 11:15 AM
Q4 2021 143 $220M +$9.57M -$4.73M +$4.83M SPY, IGSB, SCHO, SCHZ, IVV 13F-HR 2/11/2022, 11:02 AM
Q3 2021 139 $203M +$11.3M -$13.1M -$1.81M SPY, IGSB, SCHZ, SCHO, IVV 13F-HR 11/4/2021, 11:52 AM
Q2 2021 142 $206M +$1.84M -$2.3M -$457K SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 8/9/2021, 02:42 PM
Q1 2021 138 $197M +$8.6M -$4.57M +$4.03M SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 5/6/2021, 04:47 PM
Q4 2020 138 $189M +$15.7M -$5.97M +$9.74M SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 2/12/2021, 09:57 AM
Q3 2020 137 $169M +$12.6M -$3.09M +$9.53M SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 11/10/2020, 12:34 PM
Q2 2020 135 $154M +$13.1M -$11.1M +$1.97M SPY, IGSB, SCHZ, VCIT, SCHO 13F-HR 8/11/2020, 12:02 PM
Q1 2020 133 $133M +$4.54M -$18.5M -$14M SPY, IGSB, SCHZ, VCIT, SCHO 13F-HR 5/5/2020, 10:17 AM
Q4 2019 156 $171M +$7.48M -$2.77M +$4.71M SPY, IGSB, VCIT, SCHZ, VIG 13F-HR 1/31/2020, 12:30 PM
Q3 2019 151 $157M +$8.94M -$2.51M +$6.43M SPY, IGSB, SCHZ, VCIT, VIG 13F-HR 10/22/2019, 10:15 AM
Q2 2019 150 $149M +$6.6M -$5.07M +$1.54M SPY, VCIT, IGSB, SCHZ, VIG 13F-HR 7/17/2019, 01:28 PM
Q1 2019 150 $144M +$8.85M -$13.1M -$4.24M SPY, VCIT, IGSB, SCHZ, VIG 13F-HR 4/25/2019, 02:18 PM
Q4 2018 145 $134M +$7.68M -$6.99M +$689K SPY, VCIT, SCHZ, IGSB, VIG 13F-HR 1/29/2019, 04:06 PM
Q3 2018 152 $149M +$7.51M -$9.78M -$2.27M SPY, VCIT, SCHZ, IGSB, AAPL 13F-HR 11/5/2018, 10:00 AM
Q2 2018 148 $146M +$5.12M -$7.96M -$2.84M SPY, VCIT, SCHZ, IGSB, VIG 13F-HR 7/19/2018, 10:30 AM
Q1 2018 148 $147M +$50M -$1.47M +$48.5M SPY, SCHZ, VCIT, IGSB, VIG 13F-HR 4/19/2018, 04:31 PM
Q4 2017 96 $100M $0 $0 SPY, SCHZ, VCIT, IGSB, VIG 13F-HR 2/9/2018, 10:32 AM