Long-term investor
Bigelow Investment Advisors, LLC @bigelowinvestmentadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729516).
Record
- Tracked since 2025-06-30 (441 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +17.5% · all +17.5%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 7.1% · long · since 2025-06-30
- SPY · 4.9% · long · since 2025-06-30
- VIG · 4.3% · long · since 2025-06-30
- IAU · 3.5% · long · since 2025-06-30
- HEFA · 2.9% · long · since 2025-06-30
- IJH · 2.9% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- IJR · 2.0% · long · since 2025-06-30
- SCHG · 2.0% · long · since 2025-06-30
- SCHX · 1.9% · long · since 2025-06-30
- IGSB · 1.8% · long · since 2025-06-30
- SCHO · 1.8% · long · since 2025-06-30