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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Bigelow Investment Advisors LLC
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| CRD # | 143733 |
| SEC # | 801-67875 |
| CIK # | 1729516 |
| AUM | $294.7 MM (84% Disc, 100% US) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 207-772-2900 |
| Address | 4 Moulton Street Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPY | 9.5 | ||
| VCIT | 5.5 | ||
| SCHZ | 4.9 | ||
| IGSB | 4.6 | ||
| VIG | 3.6 | ||
| IJH | 3.2 | ||
| SCHX | 3.1 | ||
| AAPL | 843,560.0 | 3.0 | |
| MRK | 208,740.0 | 2.8 | |
| MSFT | 865,660.0 | 2.6 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Innealta Porfolio Advisors LLC
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|
VA | 0.3 |
|
Provident Wealth Management LLC
✚
|
TN | 0.3 |
|
Cypress Asset Management Inc
✚
|
TX | 0.3 |
|
Wells Trecaso Financial Group LLC
✚
|
OH | 0.3 |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.3 |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.3 |
|
Hanoverian Capital LLC
✚
|
PA | 0.3 |
|
Eagle Capital Management LLC
✚
|
LA | 0.3 |
|
NL Capital Management Inc
✚
|
VT | 0.3 |
|
Wespac Advisors Socal LLC
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|
CA | 0.3 |