The Changing Landscape of Bigelow Investment Advisors, LLC: A Q3 vs. Q4 2022 Analysis

As the third quarter comes to a close, investors and financial analysts are looking at how the holdings of different funds have changed. One such fund is Bigelow Investment Advisors, LLC, which manages over $1 billion in assets. In this article, we will analyze the changes in holdings of the fund from Q3 2022 to Q4 2022 and explore what these changes might indicate about the fund's investment strategy.

The first stock on the list is SPY, the SPDR S&P 500 ETF TR. Its shares decreased from 28,908 in Q3 to 28,768 in Q4, representing a 6.6% change. This decrease could indicate that Bigelow Investment Advisors, LLC is less bullish on the overall market, as the S&P 500 is made up of large-cap companies that represent a significant portion of the market.

The second stock on the list is IVV, the iShares TR. Its shares increased from 21,559 in Q3 to 22,089 in Q4, representing a 9.8% change. This increase could indicate that the fund has a more positive outlook on the broader economy, as the iShares TR tracks the performance of the S&P 500.

The third stock on the list is VIG, the Vanguard Specialized Funds. Its shares increased from 44,583 in Q3 to 46,661 in Q4, representing a 17.6% change. This increase could indicate that Bigelow Investment Advisors, LLC is bullish on dividend-paying stocks, as VIG primarily invests in dividend-paying companies.

Moving down the list, we come to AAPL, Apple Inc. Its shares decreased from 39,315 in Q3 to 35,333 in Q4, representing a 15.5% change. This decrease could indicate that Bigelow Investment Advisors, LLC is less bullish on the tech giant, perhaps due to concerns about Apple's growth potential or solutions for supply chain issues.

Next on the list is GNMA, the iShares TR. Its shares decreased from 129,995 in Q3 to 84,030 in Q4, representing a significant 34.6% change. This decrease could suggest that the fund is moving away from bonds, specifically government-issued mortgage-backed securities.

Lastly, we come to AMZN, Amazon.com, Inc. Its shares decreased from 12,002 in Q3 to 11,473 in Q4, representing a 28.9% change. This decrease could indicate that the fund is less bullish on Amazon.com, perhaps due to concerns about increased competition or regulatory issues.

In conclusion, the changes in holdings of Bigelow Investment Advisors, LLC from Q3 2022 to Q4 2022 show a mix of bullish and bearish outlooks on different sectors and companies. While some changes can be attributed to broader market trends, others likely reflect the fund's investment strategy and outlook on individual companies. Overall, monitoring the changes in holdings of investment firms provides valuable insights into their strategies and helps investors make informed decisions.