Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIGELOW INVESTMENT ADVISORS LLC | 01-31-2024 | 12-31-2023 | 150 | 184,931,660 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $12,355,379 | 25,994 | 0.01 | 0.01 | -1,658 | -6.00 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $11,762,116 | 24,626 | 0.01 | 0.01 | 1,280 | 5.48 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $7,923,941 | 46,502 | 0.00 | 0.00 | -1,560 | -3.25 | 12-31-2023 |
| APPLE INC | COM | 4 | $6,149,408 | 31,940 | 0.00 | 0.00 | -389 | -1.20 | 12-31-2023 |
