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Bigelow Investment Advisors, LLC
RIA/Wealth
Bigelow Investment Advisors, LLC is a RIA/Wealth based in Portland, ME led by Racquel Heath Tibbetts, reporting $476.2M in AUM as of Q3 2025 with 52% ETF concentration.
Managing PartnerRacquel Heath Tibbetts
- Portfolio Value
- $248.1M
- Positions
- 149
- Top Holding
- IVV at 6.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bigelow Investment Advisors, LLC's portfolio (34.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.4M | 6.61% | +$132.5K Bought | — 24.5K shares | |
ETF ETF | $12.5M | 5.03% | -$544.9K Sold | — 18.7K shares | |
Unknown Unknown | $11.0M | 4.44% | -$24.6K Sold | — 51.0K shares | |
Unknown Unknown | $10.4M | 4.18% | +$604.8K Bought | — 142.5K shares | |
Consumer Electronics Technology | $7.0M | 2.81% | -$1.1M Sold | 0.00% 27.3K shares | |
ETF ETF | $6.3M | 2.55% | -$253.9K Sold | — 96.8K shares | |
Software - Infrastructure Technology | $5.7M | 2.31% | -$38.8K Sold | 0.00% 11.1K shares | |
ETF ETF | $5.5M | 2.22% | -$157.4K Sold | — 209.2K shares | |
ETF ETF | $5.2M | 2.11% | +$5.2M Bought | — 156.4K shares | |
ETF ETF | $5.2M | 2.09% | -$1.6M Sold | — 43.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bigelow Investment Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+141.65% | |
+48.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-48.1% | |
-40.27% |
Analytics
Portfolio insights and performance metrics for Bigelow Investment Advisors, LLC
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