StockDriftsStockDriftsTop 50 Bigelow Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.7% | 25.6K | $16.7M | -0.36%(-92) | $322.73(+131.07%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.83% | 18.5K | $12.1M | +2.61%(+472) | $271.97(+172.94%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.62% | 131.0K | $11.6M | -8.60%(-12.33K) | $41.67(+111.65%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.35% | 50.5K | $10.9M | -1.04%(-530) | $106.40(+114.93%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.81% | 104.0K | $7.0M | +3.54%(+3.55K) | $45.08(+62.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.68% | 26.3K | $6.7M | -2.10%(-564) | $70.78(+322.22%) | 2026-03-31 | |
| HEFA | ISHARES TR | 2.38% | 140.1K | $6.0M | +19.48%(+22.84K) | $36.17(+24.18%) | 2026-03-31 | |
| IGSB | ISHARES TR | 1.97% | 93.9K | $4.9M | +14.24%(+11.70K) | $52.83(-0.84%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.96% | 39.5K | $4.9M | -3.72%(-1.53K) | $96.41(+40.32%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.95% | 144.0K | $4.9M | -12.19%(-19.98K) | $32.67(+10.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.01% | +48.18% |
| Top 20 Holdings Unweighted | +12.87% | +43.78% |
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