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| Happy Holidays!! thanks for using AUM13F!! |
| Bigelow Investment Advisors LLC
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| CRD # | 143733 |
| SEC # | 801-67875 |
| CIK # | 0001729516 |
| AUM | $476.2 M (2025-04-01) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 207-772-2900 |
| Address | 2 Monument Square Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729516 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 8.4 | ||
| Apple Inc | 5.8 | ||
| Microsoft Corp | 5.5 | ||
| Nvidia Corp | 3.8 | ||
| J P Morgan Chase & Co | 3.1 | ||
| American Express Co | 2.9 | ||
| Johnson & Johnson | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| United Technologies Corp /DE/ | 2.4 | ||
| Alphabet Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 88.0 |
| (b) Individuals (high net worth individuals) | 120 | 286.9 |
| (c) Banking or thrift institutions | 1 | 0.2 |
| (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 | 87.1 |
| (h) Charitable organizations | 4 | 13.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.4 |
| (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 | 869 | 476.2 |
| By Discretionary | ||
| Discretionary | 847 | 397.8 |
| Non-Discretionary | 22 | 78.5 |
| Total | 869 | 476.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.2 | |
| Total | 869 | 476.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729516] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keeler & Nadler Financial Planning and Wealth Management LLC
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|
OH | 0.5 |
|
Reston Wealth Management LLC
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|
VA | 0.5 |
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FFG Partners LLC
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FL | 0.5 |
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Legacy Wealth Management LLC
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ID | 0.5 |
|
Monarch Capital Management Inc
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IN | 0.5 |
|
Liberty Square Wealth Partners LLC
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|
PA | 0.5 |
|
Jackson Financial Services LLC
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|
SC | 0.5 |
|
Centrica Wealth Management LLC
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|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
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|
MN | 0.5 |
|
Jacobsen Capital Management LLC
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|
UT | 0.5 |