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Home > Institutional Investor > Bigelow Investment Advisors, Llc > Profile

Instuitional Investor - Bigelow Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bigelow Investment Advisors, Llc
Portfolio Value $248,058,839
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 24,494 $16,393,992 6.61%
2.
Spdr S & P 500 Etf Trust
 SPY 18,731 $12,478,524 5.03%
3.
Vanguard Specialized Funds - DIV APP ETF
 50,987 $11,002,485 4.44%
4.
Ishares Trust
 IAU 142,474 $10,367,833 4.18%
5.
Apple Inc.
 AAPL 27,346 $6,963,112 2.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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