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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 $184,931,660
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 25,994 $12,355,379 6.68%
2.
Ishares Trust
 IEF 24,626 $11,762,116 6.36%
3.
Vanguard Specialized Funds
 46,502 $7,923,941 4.28%
4.
Apple Inc.
 AAPL 31,940 $6,149,408 3.32%
5.
Schwab Strategic Trust
 FNDF 92,952 $5,242,493 2.83%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)