Bigelow Investment Advisors
Latest statistics and disclosures from Bigelow Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, VIG, AAPL, IJH, and represent 22.52% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IAU, GNMA, HEFA, IJR, QCLN, VPU, IJH, EMXC, VYM, EMB.
- Started 3 new stock positions in EMB, NUSC, KMB.
- Reduced shares in these 10 stocks: IVV, SCHX, SPY, SCHO, SCHZ, MUB, SCHB, VCIT, VOO, VIG.
- Bigelow Investment Advisors was a net buyer of stock by $1.8M.
- Bigelow Investment Advisors has $224M in assets under management (AUM), dropping by 7.06%.
- Central Index Key (CIK): 0001729516
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Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 155 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.1 | $14M | -3% | 24k | 573.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $14M | -4% | 24k | 576.83 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $10M | 52k | 198.06 |
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| Apple (AAPL) | 2.9 | $6.6M | 28k | 233.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $6.4M | +4% | 103k | 62.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $6.0M | +5% | 51k | 116.96 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $5.8M | -7% | 85k | 67.85 |
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| Ishares Gold Tr Ishares New (IAU) | 2.4 | $5.3M | +10% | 106k | 49.70 |
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| Microsoft Corporation (MSFT) | 2.2 | $4.9M | 11k | 430.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $4.2M | +4% | 41k | 104.18 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 1.6 | $3.6M | +10% | 80k | 44.79 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $3.3M | 42k | 78.05 |
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| NVIDIA Corporation (NVDA) | 1.5 | $3.3M | 27k | 121.44 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.0M | 19k | 162.06 |
|
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| UnitedHealth (UNH) | 1.3 | $2.8M | -2% | 4.8k | 584.68 |
|
| American Express Company (AXP) | 1.2 | $2.7M | 9.9k | 271.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.6M | 16k | 165.85 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $2.5M | -2% | 48k | 52.66 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $2.4M | +8% | 24k | 101.27 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.4M | 11k | 210.86 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.0 | $2.3M | 45k | 51.04 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $2.3M | 19k | 121.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $2.2M | -6% | 34k | 66.52 |
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| Amazon (AMZN) | 1.0 | $2.2M | +2% | 12k | 186.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.1M | -3% | 13k | 167.19 |
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| Procter & Gamble Company (PG) | 0.9 | $2.1M | 12k | 173.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.1M | 39k | 52.81 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.9 | $2.0M | +19% | 55k | 35.42 |
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| Nextera Energy (NEE) | 0.9 | $1.9M | 23k | 84.53 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $1.9M | -13% | 38k | 48.98 |
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| Pepsi (PEP) | 0.8 | $1.8M | 11k | 170.05 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.8 | $1.8M | +8% | 37k | 49.41 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.8 | $1.8M | +2% | 15k | 120.37 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $1.6M | 31k | 53.72 |
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| Danaher Corporation (DHR) | 0.7 | $1.6M | 5.8k | 278.02 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 14k | 117.22 |
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| Cisco Systems (CSCO) | 0.7 | $1.6M | +2% | 30k | 53.22 |
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| Vanguard World Health Car Etf (VHT) | 0.7 | $1.5M | -2% | 5.5k | 282.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.5M | +19% | 12k | 128.20 |
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| Merck & Co (MRK) | 0.7 | $1.5M | -3% | 14k | 113.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.5M | -8% | 18k | 83.75 |
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| Walt Disney Company (DIS) | 0.6 | $1.4M | +2% | 15k | 96.19 |
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| TJX Companies (TJX) | 0.6 | $1.4M | -3% | 12k | 117.54 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $1.4M | -2% | 7.0k | 206.57 |
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| Medtronic SHS (MDT) | 0.6 | $1.4M | 16k | 90.03 |
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| Oracle Corporation (ORCL) | 0.6 | $1.4M | -2% | 8.3k | 170.40 |
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| Home Depot (HD) | 0.6 | $1.4M | 3.5k | 405.20 |
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| Garmin SHS (GRMN) | 0.6 | $1.4M | 8.1k | 176.03 |
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| General Dynamics Corporation (GD) | 0.6 | $1.4M | 4.7k | 302.20 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.4M | 2.3k | 618.57 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $1.4M | +12% | 17k | 80.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $1.4M | +17% | 7.7k | 179.16 |
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| Rollins (ROL) | 0.6 | $1.3M | 26k | 50.58 |
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| Ishares Msci Emrg Chn (EMXC) | 0.6 | $1.3M | +25% | 21k | 61.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $1.2M | -4% | 26k | 47.85 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.2M | -12% | 26k | 47.52 |
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| Ecolab (ECL) | 0.5 | $1.2M | 4.8k | 255.33 |
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| Lowe's Companies (LOW) | 0.5 | $1.2M | 4.3k | 270.83 |
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| Visa Com Cl A (V) | 0.5 | $1.1M | 4.1k | 274.95 |
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| Vanguard World Utilities Etf (VPU) | 0.5 | $1.1M | +32% | 6.2k | 174.05 |
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| United Parcel Service CL B (UPS) | 0.5 | $1.1M | 7.9k | 136.34 |
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| Ishares Tr Ishares Biotech (IBB) | 0.5 | $1.1M | +6% | 7.4k | 145.60 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.5 | $1.1M | 22k | 49.15 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $1.1M | -6% | 20k | 53.63 |
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| Nike CL B (NKE) | 0.5 | $1.0M | 12k | 88.40 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.0M | -2% | 12k | 83.09 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.0M | 10k | 97.49 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.0M | 3.0k | 331.44 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $982k | +2% | 17k | 57.41 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $964k | -5% | 7.6k | 126.18 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $960k | 1.9k | 493.80 |
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| Colgate-Palmolive Company (CL) | 0.4 | $934k | 9.0k | 103.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $934k | 2.0k | 460.26 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $911k | -2% | 8.2k | 110.47 |
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| Meta Platforms Cl A (META) | 0.4 | $894k | +5% | 1.6k | 572.44 |
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| Vanguard World Financials Etf (VFH) | 0.4 | $884k | +34% | 8.0k | 109.91 |
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| Pfizer (PFE) | 0.4 | $875k | 30k | 28.94 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $874k | -4% | 8.0k | 108.80 |
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| Bank of America Corporation (BAC) | 0.4 | $865k | +3% | 22k | 39.68 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.4 | $837k | +34% | 5.8k | 145.39 |
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| Arista Networks (ANET) | 0.4 | $807k | 2.1k | 383.82 |
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| IDEXX Laboratories (IDXX) | 0.4 | $800k | +2% | 1.6k | 505.22 |
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| Paypal Holdings (PYPL) | 0.4 | $792k | 10k | 78.03 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $784k | +19% | 34k | 23.17 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $770k | 6.7k | 115.30 |
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| Becton, Dickinson and (BDX) | 0.3 | $767k | 3.2k | 241.10 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $745k | +15% | 7.0k | 107.10 |
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| Applied Materials (AMAT) | 0.3 | $731k | +2% | 3.6k | 202.05 |
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| Southern Copper Corporation (SCCO) | 0.3 | $724k | 6.3k | 115.67 |
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| Netflix (NFLX) | 0.3 | $709k | +4% | 1.0k | 709.27 |
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| Deere & Company (DE) | 0.3 | $705k | +18% | 1.7k | 417.33 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $698k | 14k | 51.82 |
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| FedEx Corporation (FDX) | 0.3 | $695k | 2.5k | 273.68 |
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| Costco Wholesale Corporation (COST) | 0.3 | $693k | 782.00 | 886.52 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $681k | 3.1k | 220.91 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $672k | -18% | 6.2k | 108.63 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.3 | $662k | +74% | 18k | 35.91 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $662k | 6.9k | 95.81 |
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| CSX Corporation (CSX) | 0.3 | $640k | 19k | 34.53 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $637k | -8% | 6.1k | 103.90 |
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| Cme (CME) | 0.3 | $631k | 2.9k | 220.65 |
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| Caterpillar (CAT) | 0.3 | $617k | 1.6k | 391.12 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $590k | 7.2k | 82.30 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $588k | +6% | 1.1k | 517.78 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $588k | 12k | 50.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $576k | +3% | 3.8k | 153.13 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $575k | -2% | 11k | 51.50 |
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| salesforce (CRM) | 0.2 | $553k | +7% | 2.0k | 273.71 |
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| International Business Machines (IBM) | 0.2 | $545k | 2.5k | 221.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $536k | -19% | 1.0k | 527.67 |
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| Norfolk Southern (NSC) | 0.2 | $531k | 2.1k | 248.50 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $509k | 6.0k | 84.17 |
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| Advanced Micro Devices (AMD) | 0.2 | $501k | -4% | 3.1k | 164.08 |
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| Honeywell International (HON) | 0.2 | $491k | +4% | 2.4k | 206.71 |
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| Verizon Communications (VZ) | 0.2 | $470k | -3% | 11k | 44.91 |
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| Intuit (INTU) | 0.2 | $460k | +2% | 741.00 | 621.00 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $456k | 777.00 | 586.52 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $441k | -2% | 11k | 41.12 |
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| McDonald's Corporation (MCD) | 0.2 | $434k | 1.4k | 304.51 |
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| Trane Technologies SHS (TT) | 0.2 | $432k | 1.1k | 388.73 |
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| Gilead Sciences (GILD) | 0.2 | $429k | 5.1k | 83.84 |
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| Electronic Arts (EA) | 0.2 | $421k | 2.9k | 143.44 |
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| Booking Holdings (BKNG) | 0.2 | $417k | +4% | 99.00 | 4212.12 |
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| SYSCO Corporation (SYY) | 0.2 | $411k | +4% | 5.3k | 78.06 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $396k | +4% | 5.0k | 79.42 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $387k | -6% | 5.1k | 76.59 |
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| Autodesk (ADSK) | 0.2 | $383k | +3% | 1.4k | 275.48 |
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| Anthem (ELV) | 0.2 | $381k | +2% | 733.00 | 520.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $380k | 1.6k | 243.06 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $376k | -6% | 4.5k | 83.67 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $362k | 3.0k | 119.60 |
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| 3M Company (MMM) | 0.1 | $328k | 2.4k | 136.70 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $318k | +6% | 7.6k | 41.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $316k | -12% | 843.00 | 375.38 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $312k | 3.7k | 83.21 |
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| Clorox Company (CLX) | 0.1 | $296k | 1.8k | 162.91 |
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| Fiserv (FI) | 0.1 | $296k | +11% | 1.6k | 179.65 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $289k | -2% | 920.00 | 314.39 |
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| Analog Devices (ADI) | 0.1 | $283k | 1.2k | 230.17 |
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| Palo Alto Networks (PANW) | 0.1 | $275k | +11% | 803.00 | 341.80 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $272k | -4% | 3.2k | 83.63 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $262k | -7% | 10k | 25.16 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $261k | 1.6k | 162.91 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $257k | +3% | 7.1k | 36.41 |
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| Illinois Tool Works (ITW) | 0.1 | $256k | -10% | 976.00 | 262.07 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $253k | +5% | 2.1k | 119.07 |
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| Chevron Corporation (CVX) | 0.1 | $240k | -8% | 1.6k | 147.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $238k | 840.00 | 283.16 |
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| Ford Motor Company (F) | 0.1 | $237k | 23k | 10.56 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $231k | NEW | 2.5k | 93.58 |
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| Abbott Laboratories (ABT) | 0.1 | $222k | 1.9k | 114.01 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $208k | -2% | 8.7k | 23.79 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $206k | NEW | 4.8k | 42.84 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $205k | NEW | 1.4k | 142.28 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $202k | -9% | 5.4k | 37.65 |
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Past Filings by Bigelow Investment Advisors
SEC 13F filings are viewable for Bigelow Investment Advisors going back to 2017
- Bigelow Investment Advisors 2024 Q3 filed Oct. 18, 2024
- Bigelow Investment Advisors 2024 Q2 restated filed Oct. 15, 2024
- Bigelow Investment Advisors 2024 Q2 filed Aug. 8, 2024
- Bigelow Investment Advisors 2024 Q1 filed May 8, 2024
- Bigelow Investment Advisors 2023 Q4 filed Jan. 31, 2024
- Bigelow Investment Advisors 2023 Q3 filed Oct. 31, 2023
- Bigelow Investment Advisors 2023 Q2 filed July 25, 2023
- Bigelow Investment Advisors 2023 Q1 filed May 9, 2023
- Bigelow Investment Advisors 2022 Q4 filed Jan. 26, 2023
- Bigelow Investment Advisors 2022 Q3 filed Nov. 10, 2022
- Bigelow Investment Advisors 2022 Q2 filed July 18, 2022
- Bigelow Investment Advisors 2022 Q1 filed April 29, 2022
- Bigelow Investment Advisors 2021 Q4 filed Feb. 11, 2022
- Bigelow Investment Advisors 2021 Q3 filed Nov. 4, 2021
- Bigelow Investment Advisors 2021 Q2 filed Aug. 9, 2021
- Bigelow Investment Advisors 2021 Q1 filed May 6, 2021