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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bigelow Investment Advisors, LLC

Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001667731-25-000196

Total Value
$213.1M
Positions
146
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (146)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720023,944$14.1M6.61%
2SPDR S&P 500 ETF TRSPY22,119$13.0M6.08%
3VANGUARD SPECIALIZED FUNDS92190884452,254$10.2M4.80%
4APPLE INCAAPL28,329$7.1M3.33%
5ISHARES TR464287507100,054$6.2M2.92%
6ISHARES GOLD TRIAU121,645$6.0M2.83%
7ISHARES TR46428780451,768$6.0M2.80%
8SCHWAB STRATEGIC TR808524201225,899$5.2M2.46%
9MICROSOFT CORPMSFT11,359$4.8M2.25%
10SCHWAB STRATEGIC TR808524300159,187$4.4M2.08%
11ISHARES TR46429B33385,663$3.7M1.73%
12NVIDIA CORPORATIONNVDA23,477$3.2M1.48%
13ALPHABET INCGOOG14,557$2.8M1.29%
14AMERICAN EXPRESS COAXP9,230$2.7M1.29%
15JOHNSON & JOHNSONJNJ18,195$2.6M1.23%
16ISHARES TR46432F84237,206$2.6M1.23%
17JPMORGAN CHASE & CO.VYLD10,838$2.6M1.22%
18ISHARES TR46428864647,571$2.5M1.15%
19AMAZON COM INCAMZN10,902$2.4M1.12%
20ISHARES TR46434V80367,923$2.4M1.11%
21ISHARES TR46428722623,910$2.3M1.09%
22ALPHABET INCGOOG11,898$2.3M1.06%
23UNITEDHEALTH GROUP INCUNH4,269$2.2M1.01%
24ISHARES TR46429B65542,396$2.2M1.01%
25SCHWAB STRATEGIC TR80852410292,111$2.1M0.98%
26SCHWAB STRATEGIC TR80852486285,722$2.1M0.97%
27FIRST TR EXCHANGE-TRADED FD33739Q20041,013$2.0M0.94%
28RTX CORPORATIONRTX16,992$2.0M0.92%
29PROCTER AND GAMBLE CO74271810911,448$1.9M0.90%
30VANGUARD TAX-MANAGED FDS92194385837,076$1.8M0.83%
31ISHARES TR46428863833,840$1.7M0.82%
32ISHARES INC46434G76430,487$1.7M0.79%
33CISCO SYS INCCSCO27,808$1.6M0.77%
34DISNEY WALT CO25468710614,656$1.6M0.77%
35ISHARES TR46428880213,166$1.6M0.75%
36VANGUARD WHITEHALL FDS92194640612,502$1.6M0.75%
37PEPSICO INCPEP10,192$1.5M0.73%
38INVESCO EXCHANGE TRADED FD TIVZ8,789$1.5M0.72%
39VANGUARD SCOTTSDALE FDS92206C87018,855$1.5M0.71%
40NEXTERA ENERGY INCNEE-PW21,014$1.5M0.71%
41EXXON MOBIL CORPXOM13,727$1.5M0.69%
42SCHWAB STRATEGIC TR80852440956,340$1.5M0.69%
43VANGUARD WORLD FD92204A5045,785$1.5M0.69%
44TJX COS INC NEW87254010912,027$1.5M0.68%
45ORACLE CORPORCL-PD8,025$1.3M0.63%
46DANAHER CORPORATION2358511025,745$1.3M0.62%
47HOME DEPOT INCHD3,223$1.3M0.59%
48MERCK & CO INCMRK12,480$1.2M0.58%
49VISA INCV3,910$1.2M0.58%
50TEXAS INSTRS INC8825081046,494$1.2M0.57%
51ROLLINS INCROL25,800$1.2M0.56%
52GENERAL DYNAMICS CORPGD4,483$1.2M0.55%
53VANGUARD WORLD FD92204A8766,927$1.1M0.53%
54MEDTRONIC PLCMDT13,969$1.1M0.52%
55ISHARES TR4642875568,347$1.1M0.52%
56VANGUARD WORLD FD92204A4059,221$1.1M0.51%
57ECOLAB INCECL4,599$1.1M0.51%
58THERMO FISHER SCIENTIFIC INCTMO2,042$1.1M0.50%
59VANGUARD WORLD FD92204A8846,722$1.0M0.49%
60MASTERCARD INCORPORATEDMA1,950$1.0M0.48%
61ISHARES TR46429B29121,577$1.0M0.47%
62LOWES COS INC5486611074,052$1.0M0.47%
63SCHWAB STRATEGIC TR80852450835,703$989,3300.46%
64VANGUARD INTL EQUITY INDEX F92204285822,030$970,2010.46%
65SCHWAB STRATEGIC TR80852487036,679$947,4190.44%
66UNITED PARCEL SERVICE INCUPS7,387$931,5010.44%
67ISHARES TR46435G4257,212$929,0500.44%
68BANK AMERICA CORP06050510421,090$926,9060.43%
69EATON CORP PLCETN2,735$907,6640.43%
70ISHARES INC46434G10317,165$896,3560.42%
71META PLATFORMS INCMETA1,521$890,5610.42%
72BERKSHIRE HATHAWAY INC DELBRK-A1,939$878,9100.41%
73STARBUCKS CORPSBUX9,617$877,5510.41%
74NIKE INCNKE11,429$864,8320.41%
75NETFLIX INCNFLX964$859,2320.40%
76ISHARES TR4642886128,196$854,2690.40%
77ISHARES TR4642871767,942$846,2200.40%
78PAYPAL HLDGS INCPYPL9,690$827,0420.39%
79SCHWAB STRATEGIC TR80852484737,620$792,2770.37%
80FIRST TR EXCHANGE-TRADED FD33733E50022,797$773,5020.36%
81ISHARES TR4642885706,998$771,5710.36%
82SCHWAB STRATEGIC TR80852483933,408$758,3620.36%
83ISHARES TR4642876553,222$711,8780.33%
84DUKE ENERGY CORP NEWDUKB6,550$705,6970.33%
85COLGATE PALMOLIVE COCL7,739$703,5520.33%
86BLACKSTONE INCBX4,024$693,8180.33%
87BECTON DICKINSON & COBDX3,000$680,6100.32%
88ISHARES TR4642877886,130$677,8550.32%
89DEERE & CODE1,533$649,5320.30%
90ISHARES TR46435G67212,861$642,0210.30%
91CME GROUP INCCME2,715$630,5040.30%
92ISHARES TR4642884145,859$624,2760.29%
93FEDEX CORPFDX2,195$617,5190.29%
94COSTCO WHSL CORP NEW22160K105672$615,7330.29%
95SALESFORCE INCCRM1,768$591,0950.28%
96ISHARES TR4642885886,379$584,8270.27%
97IDEXX LABS INC45168D1041,393$575,9220.27%
98CSX CORPCSX17,485$564,2410.26%
99SCHWAB STRATEGIC TR80852460721,158$547,1460.26%
100CATERPILLAR INCCAT1,498$543,4140.25%
101INTERNATIONAL BUSINESS MACHSINTR2,451$538,8030.25%
102MCCORMICK & CO INCMKC-V6,954$530,1730.25%
103ISHARES TR46434V86010,475$528,6730.25%
104BOOKING HOLDINGS INCBKNG105$521,6840.24%
105APPLIED MATLS INC0382221053,170$515,5370.24%
106VANGUARD INDEX FDS922908363948$510,7920.24%
107HONEYWELL INTL INC4385161062,184$493,3440.23%
108INTUITINTU754$473,8890.22%
109ELECTRONIC ARTS INCEA3,235$473,2810.22%
110GILEAD SCIENCES INCGILD5,093$470,4400.22%
111NORFOLK SOUTHN CORP6558441081,987$466,3490.22%
112ADOBE INCADBE1,032$458,9100.22%
113SYSCO CORPSYY5,909$451,8020.21%
114PFIZER INCPFE16,917$448,8080.21%
115VANGUARD WORLD FD92204A702715$444,5870.21%
116AUTODESK INCADSK1,435$424,1430.20%
117ISHARES TR4642886613,608$416,9040.20%
118TRANE TECHNOLOGIES PLCTT1,107$408,8700.19%
119FISERV INCFISV1,939$398,3090.19%
120ISHARES TR46435G5165,150$392,1000.18%
121VERIZON COMMUNICATIONS INCVZ9,793$391,6220.18%
122VANGUARD SCOTTSDALE FDS92206C4094,941$385,4470.18%
123ADVANCED MICRO DEVICES INCAMD3,113$376,0190.18%
124SPDR GOLD TRGLD1,519$367,7950.17%
125SPDR SER TR78464A3594,569$355,8790.17%
126MCDONALDS CORPMCD1,159$335,9830.16%
127SCHWAB STRATEGIC TR80852480517,394$321,7880.15%
1283M COMMM2,400$309,8160.15%
129PALO ALTO NETWORKS INCPANW1,658$301,6900.14%
130ISHARES TR46435G1023,532$300,1140.14%
131VANGUARD INDEX FDS9229087441,757$297,4600.14%
132CLOROX CO DELCLX1,819$295,4240.14%
133ISHARES TR464287614728$292,3500.14%
134ANALOG DEVICES INCADI1,229$261,1130.12%
135VANGUARD INDEX FDS922908736631$258,9880.12%
136COMCAST CORP NEWCCZ6,595$247,5100.12%
137ILLINOIS TOOL WKS INC452308109976$247,4750.12%
138ISHARES TR4642874653,248$245,5810.12%
139ISHARES TR464287622720$231,9550.11%
140ELEVANCE HEALTH INCELV608$224,2910.11%
141ISHARES TR46435U8536,054$222,7270.10%
142WISDOMTREE TRWT2,745$222,1530.10%
143ABBOTT LABSABLZF1,938$219,2070.10%
144ISHARES INC46434G8636,436$214,8980.10%
145NUSHARES ETF TRNU4,797$200,9080.09%
146FORD MTR CO DEL34537086011,467$113,5230.05%