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| Bigelow Investment Advisors LLC
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| |
|---|---|
| CRD # | 143733 |
| SEC # | 801-67875 |
| CIK # | 0001729516 |
| AUM | $467.4 MM (2024-06-06) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 207-772-2900 |
| Address | 4 Moulton Street Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001729516 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 6.0 | |
| Microsoft Corp | 1,918,222.4 | 5.1 | |
| iShares Comex Gold Trust | 4.2 | ||
| Nvidia Corp | 399,550.0 | 3.3 | |
| Alphabet Inc | 1,475,138.5 | 2.8 | |
| Johnson & Johnson | 465,600.2 | 2.7 | |
| UnitedHealth Group Inc | 477,004.0 | 2.5 | |
| Alphabet Inc | 1,482,566.4 | 2.4 | |
| American Express Co | 107,077.6 | 2.3 | |
| J P Morgan Chase & Co | 340,169.2 | 2.3 | |
| Amazon Com Inc | 1,092,997.8 | 2.2 | |
| Procter & Gamble Co | 338,108.9 | 2.0 | |
| United Technologies Corp /DE/ | 139,471.0 | 1.9 | |
| PepsiCo Inc | 226,773.9 | 1.8 | |
| Merck & Co Inc | 232,371.9 | 1.7 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 72.8 |
| (b) Individuals (high net worth individuals) | 127 | 293.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 13 | 84.4 |
| (h) Charitable organizations | 7 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.6 |
| (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 | 1 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 467.4 |
| By Discretionary | ||
| Discretionary | 858 | 393.0 |
| Non-Discretionary | 26 | 74.5 |
| Total | 884 | 467.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.4 | |
| Total | 884 | 467.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729516] |
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|---|---|---|
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Cambridge Financial Group LLC
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AZ | 0.5 |
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Kennedy Investment Group Inc
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NJ | 0.5 |
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The Marshall Financial Group LLC
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MD | 0.5 |
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MI | 0.5 |
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MS | 0.5 |
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US Asset Management LLC
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PA | 0.5 |
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ABLE Financial Group LLC
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AZ | 0.5 |
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Benefit Fiduciary Group LLC
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VA | 0.5 |
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Naples Wealth Planning LLC
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FL | 0.5 |
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HFM Investment Advisors Inc
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DE | 0.5 |