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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 Q1 2025 · Filed April 21, 2025 · Accession 0001667731-25-000457

Total Value
$210.5M
Positions
146
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (146)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720023,737$13.3M6.34%
2SPDR S&P 500 ETF TRSPY21,305$11.9M5.66%
3VANGUARD SPECIALIZED FUNDS92190884451,177$9.9M4.72%
4ISHARES GOLD TRIAU133,228$7.9M3.73%
5APPLE INCAAPL28,602$6.4M3.02%
6ISHARES TR464287507101,983$6.0M2.83%
7ISHARES TR46428780454,118$5.7M2.69%
8SCHWAB STRATEGIC TR808524201216,382$4.8M2.27%
9MICROSOFT CORPMSFT11,376$4.3M2.03%
10SCHWAB STRATEGIC TR808524300155,067$3.9M1.84%
11ISHARES TR46429B33371,484$3.1M1.49%
12SCHWAB STRATEGIC TR808524862124,979$3.0M1.45%
13ISHARES TR46428864655,717$2.9M1.39%
14JOHNSON & JOHNSONJNJ17,328$2.9M1.37%
15ISHARES TR46432F84236,692$2.8M1.32%
16ISHARES TR46428722627,151$2.7M1.28%
17JPMORGAN CHASE & CO.VYLD10,663$2.6M1.24%
18NVIDIA CORPORATIONNVDA23,606$2.6M1.22%
19ISHARES TR46434V80368,024$2.5M1.17%
20AMERICAN EXPRESS COAXP9,010$2.4M1.15%
21ALPHABET INCGOOG14,970$2.3M1.10%
22FIRST TR EXCHANGE-TRADED FD33739Q20045,364$2.2M1.06%
23UNITEDHEALTH GROUP INCUNH4,255$2.2M1.06%
24RTX CORPORATIONRTX16,723$2.2M1.05%
25AMAZON COM INCAMZN11,140$2.1M1.01%
26ISHARES TR46429B65541,101$2.1M1.00%
27PROCTER AND GAMBLE CO74271810911,764$2.0M0.95%
28ISHARES TR46428858820,671$1.9M0.92%
29SCHWAB STRATEGIC TR80852410288,666$1.9M0.91%
30ISHARES TR46428863836,119$1.9M0.90%
31VANGUARD TAX-MANAGED FDS92194385836,791$1.9M0.89%
32ALPHABET INCGOOG11,787$1.8M0.87%
33VANGUARD WORLD FD92204A87610,590$1.8M0.86%
34VANGUARD WHITEHALL FDS92194640613,227$1.7M0.81%
35EXXON MOBIL CORPXOM14,158$1.7M0.80%
36INVESCO EXCHANGE TRADED FD TIVZ9,378$1.6M0.77%
37NEXTERA ENERGY INCNEE-PW21,759$1.5M0.73%
38ISHARES INC46434G76427,451$1.5M0.72%
39PEPSICO INCPEP10,023$1.5M0.71%
40SCHWAB STRATEGIC TR80852440956,441$1.5M0.71%
41DISNEY WALT CO25468710615,147$1.5M0.71%
42CISCO SYS INCCSCO23,446$1.4M0.69%
43ISHARES TR46428880212,532$1.4M0.68%
44VANGUARD WORLD FD92204A5045,403$1.4M0.68%
45VANGUARD WORLD FD92204A40511,825$1.4M0.67%
46TJX COS INC NEW87254010911,555$1.4M0.67%
47VANGUARD SCOTTSDALE FDS92206C87017,150$1.4M0.67%
48ROLLINS INCROL25,800$1.4M0.66%
49VISA INCV3,812$1.3M0.63%
50GENERAL DYNAMICS CORPGD4,483$1.2M0.58%
51ECOLAB INCECL4,563$1.2M0.55%
52DANAHER CORPORATION2358511025,588$1.1M0.54%
53VANGUARD WORLD FD92204A8847,592$1.1M0.54%
54HOME DEPOT INCHD3,039$1.1M0.53%
55MEDTRONIC PLCMDT12,388$1.1M0.53%
56BERKSHIRE HATHAWAY INC DELBRK-A2,067$1.1M0.52%
57ORACLE CORPORCL-PD7,807$1.1M0.52%
58ISHARES TR4642875568,327$1.1M0.51%
59TEXAS INSTRS INC8825081045,871$1.1M0.50%
60THERMO FISHER SCIENTIFIC INCTMO2,063$1.0M0.49%
61MASTERCARD INCORPORATEDMA1,858$1.0M0.48%
62SCHWAB STRATEGIC TR80852487037,214$1.0M0.48%
63ISHARES TR4642886129,398$996,3760.47%
64ISHARES TR46429B29120,346$967,0450.46%
65NETFLIX INCNFLX1,035$965,1690.46%
66META PLATFORMS INCMETA1,666$960,2160.46%
67LOWES COS INC5486611074,091$954,2340.45%
68VANGUARD INTL EQUITY INDEX F92204285820,927$947,1560.45%
69STARBUCKS CORPSBUX9,574$939,1140.45%
70SCHWAB STRATEGIC TR80852450834,399$901,2540.43%
71ISHARES INC46434G10316,258$877,4440.42%
72DUKE ENERGY CORP NEWDUKB7,123$868,7920.41%
73ISHARES TR4642871767,731$858,8370.41%
74ISHARES TR46435G4257,030$857,0270.41%
75EATON CORP PLCETN3,037$825,5480.39%
76BANK AMERICA CORP06050510419,526$814,8200.39%
77UNITED PARCEL SERVICE INCUPS7,374$811,0660.39%
78COLGATE PALMOLIVE COCL8,532$799,4480.38%
79MERCK & CO INCMRK8,810$790,7860.38%
80NIKE INCNKE11,857$752,6820.36%
81DEERE & CODE1,566$735,0020.35%
82CME GROUP INCCME2,698$715,7520.34%
83SCHWAB STRATEGIC TR80852483930,680$710,5490.34%
84ISHARES TR4642877886,030$680,4860.32%
85SCHWAB STRATEGIC TR80852484731,317$673,6290.32%
86BECTON DICKINSON & COBDX2,897$663,5870.32%
87ISHARES TR4642885706,368$652,1850.31%
88COSTCO WHSL CORP NEW22160K105675$638,4020.30%
89GILEAD SCIENCES INCGILD5,518$618,2920.29%
90VERIZON COMMUNICATIONS INCVZ13,463$610,6820.29%
91INTERNATIONAL BUSINESS MACHSINTR2,451$609,4660.29%
92ISHARES TR4642876553,037$605,8750.29%
93IDEXX LABS INC45168D1041,420$596,3290.28%
94PAYPAL HLDGS INCPYPL8,668$565,5870.27%
95ISHARES TR4642884145,364$565,5800.27%
96FEDEX CORPFDX2,233$544,3610.26%
97ISHARES TR46435G67210,868$543,2910.26%
98CATERPILLAR INCCAT1,622$534,9360.25%
99ISHARES TR46434V86010,275$520,5320.25%
100CSX CORPCSX17,398$512,0230.24%
101SCHWAB STRATEGIC TR80852460721,508$503,9320.24%
102APPLIED MATLS INC0382221053,455$501,3900.24%
103HONEYWELL INTL INC4385161062,336$494,6480.23%
104SYSCO CORPSYY6,539$490,6870.23%
105BOOKING HOLDINGS INCBKNG106$488,3320.23%
106VANGUARD INDEX FDS922908363948$487,1870.23%
107BLACKSTONE INCBX3,460$483,6390.23%
108SPDR GOLD TRGLD1,595$459,5830.22%
109ISHARES TR4642886613,794$448,2040.21%
110NORFOLK SOUTHN CORP6558441081,887$446,9360.21%
111SALESFORCE INCCRM1,660$445,4780.21%
112FISERV INCFISV1,961$433,0480.21%
113ELI LILLY & COLLY514$424,5180.20%
114ISHARES TR46435G5165,162$421,6610.20%
115ADOBE INCADBE1,081$414,5960.20%
116MCCORMICK & CO INCMKC-V4,971$409,1630.19%
117TRANE TECHNOLOGIES PLCTT1,213$408,6840.19%
118PFIZER INCPFE16,112$408,2780.19%
119FIRST TR EXCHANGE-TRADED FD33733E50014,189$406,0890.19%
120AUTODESK INCADSK1,542$403,6960.19%
121ADVANCED MICRO DEVICES INCAMD3,805$390,9260.19%
122VANGUARD WORLD FD92204A702715$387,8020.18%
123WALMART INCWMT4,330$380,1310.18%
124INTUITINTU618$379,4460.18%
125VANGUARD SCOTTSDALE FDS92206C4094,523$357,0460.17%
1263M COMMM2,390$350,9950.17%
127MCDONALDS CORPMCD1,114$347,9800.17%
128SPDR SER TR78464A3594,506$345,2500.16%
129SCHWAB STRATEGIC TR80852480516,078$318,0220.15%
130ELECTRONIC ARTS INCEA2,039$294,6760.14%
131AMGEN INCAMGN888$276,6560.13%
132ISHARES TR4642874653,279$267,9930.13%
133ISHARES TR46435G1023,172$265,2110.13%
134COMCAST CORP NEWCCZ7,050$260,1450.12%
135CLOROX CO DELCLX1,724$253,8590.12%
136PALO ALTO NETWORKS INCPANW1,478$252,2060.12%
137ANALOG DEVICES INCADI1,229$247,8520.12%
138ABBOTT LABSABLZF1,854$245,9330.12%
139ILLINOIS TOOL WKS INC452308109976$242,0580.11%
140ISHARES TR46435U8536,112$224,9830.11%
141ISHARES TR464287622720$220,8530.10%
142WISDOMTREE TRWT2,745$219,2160.10%
143ISHARES TR4642874572,505$207,2390.10%
144ISHARES INC46434G8635,898$206,1350.10%
145CHUBB LIMITEDCB673$203,2390.10%
146NOVO-NORDISK A SNONOF2,884$200,2650.10%