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| Bigelow Investment Advisors LLC
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|---|---|
| CRD # | 143733 |
| SEC # | 801-67875 |
| CIK # | 0001729516 |
| AUM | 555.2 M (2026-05-08) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 207-772-2900 |
| Address | 2 Monument Square Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 11.6 | ||
| Apple Inc | 6.7 | ||
| Microsoft Corp | 4.1 | ||
| Johnson & Johnson | 4.0 | ||
| Nvidia Corp | 3.8 | ||
| Alphabet Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Alphabet Inc | 3.1 | ||
| United Technologies Corp /DE/ | 2.9 | ||
| American Express Co | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 75.9 |
| (b) Individuals (high net worth individuals) | 134 | 335.2 |
| (c) Banking or thrift institutions | 1 | 7.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 121.2 |
| (h) Charitable organizations | 5 | 15.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 895 | 555.2 |
| By Discretionary | ||
| Discretionary | 873 | 434.5 |
| Non-Discretionary | 22 | 120.7 |
| Total | 895 | 555.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.2 | |
| Total | 895 | 555.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729516] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
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