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HedgeMind.com
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Institutional Portfolios
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BIGELOW INVESTMENT ADVISORS LLC
> 2018-12-31
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Time Period
2018-12-31
2018-09-30
2018-06-30
2018-03-31
Activity
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Security Type
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Options (PUT, CALL)
Fixed Income
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Capital Goods
Consumer Durables
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Consumer Services
Energy
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Technology
Transportation
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unidentified
Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
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Value
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Growth
42
1
2
1
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31
5
3
BIGELOW INVESTMENT ADVISORS LLC
Time Period
2018-12-31
Total Holdings
145
Total Value
($x1000)
133,821
Activities
New
7
Increased
42
Unchanged
28
Decreased
68
Sold Out
14
Top 10 Stock Holdings
total 32.09%
SPY
7.12
VCIT
4.13
SCHZ
3.69
CSJ
3.45
VIG
2.7
 
IJH
2.38
SCHX
2.35
AAPL
2.23
MRK
2.07
MSFT
1.97
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
SPY
7.12%
TR UNIT
VCIT
4.13%
INT-TERM CORP
SCHZ
3.69%
US AGGREGATE B
CSJ
3.45%
1-3 YR CR BD ETF
VIG
2.7%
DIV APP ETF
IJH
2.38%
CORE S&P MCP ETF
SCHX
2.35%
US LRG CAP ETF
AAPL
2.23%
COM
MRK
2.07%
COM
MSFT
1.97%
COM
JNJ
1.74%
COM
MMM
1.71%
COM
GVI
1.66%
INTRM GOV/CR ETF
AGG
1.49%
CORE TOTUSBD ETF
CSCO
1.44%
COM
VCSH
1.34%
SHRT TRM CORP BD
XOM
1.27%
COM
INTC
1.24%
COM
SCHM
1.24%
US MID-CAP ETF
VGT
1.17%
INF TECH ETF
VZ
1.15%
COM
DIS
1.14%
COM DISNEY
PG
1.11%
COM
PFE
1.09%
COM
GOOG
1.06%
CAP STK CL C
NEE
1.05%
COM
CIU
1.03%
INTERM CR BD ETF
UNH
0.96%
COM
IBM
0.95%
COM
VEA
0.89%
FTSE DEV MKT ETF
PEP
0.86%
COM
VHT
0.82%
HEALTH CAR ETF
T
0.78%
COM
SCHB
0.77%
US BRD MKT ETF
JPM
0.76%
COM
IWM
0.71%
RUSSELL 2000 ETF
SCHA
0.7%
US SML CAP ETF
IJR
0.69%
CORE S&P SCP ETF
ORCL
0.67%
COM
V
0.66%
COM CL A
SCHE
0.64%
EMRG MKTEQ ETF
IWN
0.62%
RUS 2000 VAL ETF
INTF
0.61%
FCTSL MSCI INT
GOOGL
0.61%
CAP STK CL A
NSC
0.6%
COM
NKE
0.6%
CL B
IWS
0.59%
RUS MDCP VAL ETF
SCHF
0.58%
INTL EQTY ETF
VYM
0.57%
HIGH DIV YLD
GD
0.56%
COM
TIP
0.54%
TIPS BD ETF
UPS
0.53%
CL B
SCHP
0.53%
US TIPS ETF
FB
0.52%
CL A
HD
0.52%
COM
IYF
0.51%
U.S. FINLS ETF
IVV
0.51%
CORE S&P500 ETF
XEL
0.5%
COM
CLX
0.5%
COM
DHR
0.49%
COM
CVX
0.49%
COM
VCR
0.49%
CONSUM DIS ETF
ITW
0.48%
COM
BRK.B
0.48%
CL B NEW
ECL
0.46%
COM
IDXX
0.46%
COM
USB
0.46%
COM NEW
UTX
0.45%
COM
WTR
0.44%
COM
AX
0.43%
COM
SCHO
0.43%
SHT TM US TRES
CMI
0.43%
COM
VFH
0.43%
FINANCIALS ETF
CME
0.42%
COM
TXN
0.42%
COM
VDC
0.4%
CONSUM STP ETF
IEFA
0.39%
CORE MSCI EAFE
DWDP
0.37%
COM
GILD
0.36%
COM
SBUX
0.36%
COM
CTSH
0.36%
CL A
MKC
0.36%
COM NON VTG
NUE
0.36%
COM
BHB
0.35%
COM
SCHH
0.34%
US REIT ETF
BDX
0.34%
COM
MA
0.34%
CL A
HEFA
0.33%
HDG MSCI EAFE
CWB
0.33%
BRC CNV SECS ETF
FAST
0.32%
COM
ABT
0.32%
COM
GIS
0.31%
COM
TJX
0.31%
COM
DUK
0.31%
COM NEW
ETN
0.31%
SHS
EXC
0.3%
COM
ADP
0.3%
COM
VWO
0.3%
FTSE EMR MKT ETF
SCHV
0.3%
US LCAP VA ETF
AXP
0.29%
COM
PYPL
0.29%
COM
KMB
0.29%
COM
IAU
0.28%
ISHARES
TMO
0.28%
COM
KR
0.28%
COM
EFA
0.28%
MSCI EAFE ETF
CSX
0.27%
COM
PRU
0.27%
COM
BSV
0.27%
SHORT TRM BOND
SLB
0.26%
COM
VPU
0.26%
UTILITIES ETF
EMGF
0.26%
FACTORSELECT MSC
PSTG
0.26%
CL A
SWK
0.25%
COM
AMZN
0.25%
COM
HPQ
0.25%
COM
CL
0.24%
COM
COST
0.24%
COM
VOE
0.23%
MCAP VL IDXVIP
RHI
0.22%
COM
RPM
0.22%
COM
CELG
0.21%
COM
VDE
0.21%
ENERGY ETF
CVS
0.21%
COM
WAT
0.21%
COM
MCD
0.2%
COM
AEP
0.2%
COM
KLD
0.19%
USA ESG SLCT ETF
CB
0.19%
COM
VIS
0.19%
INDUSTRIAL ETF
HACK
0.18%
PUREFUNDS ISE CY
IWF
0.18%
RUS 1000 GRW ETF
SO
0.17%
COM
SJNK
0.17%
SHT TRM HGH YLD
VOX
0.17%
TELCOMM ETF
BMI
0.16%
COM
IEMG
0.16%
CORE MSCI EMKT
ANET
0.15%
COM
IEF
0.15%
7-10 Y TR BD ETF
EBAY
0.15%
COM
LOW
0.15%
COM
XBI
0.15%
S&P BIOTECH
RES
0.15%
COM
GE
0.07%
COM
F
0.06%
COM PAR $0.01
IWB
0.37%
RUS 1000 ETF
PBP
0.28%
S&P500 BUY WRT
CERN
0.18%
COM
RTN
0.17%
COM NEW
WY
0.17%
COM
FTV
0.16%
COM
BMY
0.16%
COM
LAZ
0.16%
SHS A
IDV
0.15%
INTL SEL DIV ETF
PSX
0.15%
COM
CAT
0.14%
COM
CAG
0.14%
COM
GSK
0.14%
SPONSORED ADR
BAX
0.14%
COM