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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 $210,490,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 23,737 $13,337,953 6.34%
2.
Spdr S & P 500 Etf Trust
 SPY 21,305 $11,917,945 5.66%
3.
Vanguard Specialized Funds - DIV APP ETF
 51,177 $9,927,826 4.72%
4.
Ishares Trust
 IAU 133,228 $7,855,123 3.73%
5.
Apple Inc.
 AAPL 28,602 $6,353,362 3.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)