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, SCHX, and represent 23.49% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MUB, IVV, SCHV, HEFA, ABBV, ADSK, IBB, INTC, IJR, ABT.
- Started 7 new stock positions in ABBV, ABT, INTC, ELV, VTI, ADSK, MUB.
- Reduced shares in these 10 stocks: BUFR, SPY, IGSB, SCHO, AGG, IEF, VIG, GVI, MBB, GNMA.
- Sold out of its positions in BUFR, IEF, NUSC.
- Bigelow Investment Advisors was a net seller of stock by $-4.4M.
- Bigelow Investment Advisors has $185M in assets under management (AUM), dropping by 6.19%.
- Central Index Key (CIK): 0001729516
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Bigelow Investment Advisors holds 150 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.7 | $12M | -5% | 26k | 475.32 |
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Ishares Tr Core S&p500 Etf (IVV) | 6.4 | $12M | +5% | 25k | 477.63 |
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Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $7.9M | -3% | 47k | 170.40 |
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Apple (AAPL) | 3.3 | $6.1M | 32k | 192.53 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.8 | $5.2M | -3% | 93k | 56.40 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $4.8M | 18k | 277.14 |
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Microsoft Corporation (MSFT) | 2.3 | $4.2M | -4% | 11k | 376.04 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $4.0M | +5% | 37k | 108.25 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $3.3M | -2% | 46k | 70.35 |
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Ishares Gold Tr Ishares New (IAU) | 1.7 | $3.2M | +4% | 83k | 39.03 |
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Ishares Tr Gnma Bond Etf (GNMA) | 1.6 | $2.9M | -7% | 66k | 44.25 |
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Johnson & Johnson (JNJ) | 1.6 | $2.9M | 18k | 156.74 |
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UnitedHealth (UNH) | 1.5 | $2.8M | 5.4k | 526.47 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.5 | $2.8M | +5% | 34k | 82.96 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.2M | 16k | 139.69 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $2.2M | -14% | 22k | 99.25 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $2.2M | -20% | 42k | 51.27 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.2 | $2.1M | 42k | 50.62 |
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Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.0M | 15k | 140.93 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $2.0M | -17% | 42k | 48.45 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $2.0M | +3% | 36k | 55.67 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $2.0M | +3% | 48k | 41.10 |
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American Express Company (AXP) | 1.0 | $1.9M | 10k | 187.34 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $1.9M | -2% | 40k | 47.90 |
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Pepsi (PEP) | 1.0 | $1.9M | -2% | 11k | 169.84 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.0 | $1.9M | +7% | 23k | 81.28 |
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Procter & Gamble Company (PG) | 1.0 | $1.8M | 12k | 146.54 |
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JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | 10k | 170.10 |
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Merck & Co (MRK) | 0.9 | $1.7M | 15k | 109.02 |
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Amazon (AMZN) | 0.9 | $1.7M | -2% | 11k | 151.94 |
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NVIDIA Corporation (NVDA) | 0.8 | $1.6M | -9% | 3.1k | 495.22 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.8 | $1.5M | -3% | 15k | 100.51 |
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Cisco Systems (CSCO) | 0.8 | $1.5M | -2% | 31k | 50.52 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.8 | $1.5M | +7% | 31k | 48.32 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.8 | $1.5M | -8% | 31k | 46.62 |
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Walt Disney Company (DIS) | 0.8 | $1.4M | 16k | 90.29 |
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Nextera Energy (NEE) | 0.7 | $1.4M | -8% | 22k | 60.74 |
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Danaher Corporation (DHR) | 0.7 | $1.3M | 5.8k | 231.34 |
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Home Depot (HD) | 0.7 | $1.3M | 3.8k | 346.55 |
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Exxon Mobil Corporation (XOM) | 0.7 | $1.3M | 13k | 99.98 |
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Raytheon Technologies Corp (RTX) | 0.7 | $1.3M | 16k | 84.14 |
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Nike CL B (NKE) | 0.7 | $1.3M | 12k | 108.57 |
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Texas Instruments Incorporated (TXN) | 0.7 | $1.3M | 7.4k | 170.46 |
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United Parcel Service CL B (UPS) | 0.7 | $1.2M | 8.0k | 157.23 |
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General Dynamics Corporation (GD) | 0.7 | $1.2M | 4.7k | 259.67 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $1.2M | -16% | 23k | 52.20 |
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TJX Companies (TJX) | 0.7 | $1.2M | 13k | 93.81 |
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Vanguard World Fds Health Car Etf (VHT) | 0.6 | $1.2M | -11% | 4.8k | 250.70 |
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Thermo Fisher Scientific (TMO) | 0.6 | $1.2M | 2.2k | 530.79 |
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Rollins (ROL) | 0.6 | $1.1M | 26k | 43.67 |
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Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.6 | $1.1M | -13% | 23k | 48.13 |
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Visa Com Cl A (V) | 0.6 | $1.1M | 4.2k | 260.35 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $1.0M | +80% | 15k | 70.10 |
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Garmin SHS (GRMN) | 0.6 | $1.0M | 8.1k | 128.54 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $1.0M | -7% | 9.8k | 104.92 |
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Starbucks Corporation (SBUX) | 0.5 | $1.0M | 11k | 96.01 |
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Ishares Tr Tips Bd Etf (TIP) | 0.5 | $959k | 8.9k | 107.49 |
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Lowe's Companies (LOW) | 0.5 | $956k | +3% | 4.3k | 222.54 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $955k | -3% | 13k | 75.32 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $952k | 2.2k | 436.80 |
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Ecolab (ECL) | 0.5 | $932k | -4% | 4.7k | 198.35 |
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Ishares Core Msci Emkt (IEMG) | 0.5 | $924k | -8% | 18k | 50.58 |
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Oracle Corporation (ORCL) | 0.5 | $911k | 8.6k | 105.43 |
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Medtronic SHS (MDT) | 0.5 | $887k | -2% | 11k | 82.38 |
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IDEXX Laboratories (IDXX) | 0.5 | $885k | 1.6k | 555.05 |
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Ishares Tr National Mun Etf (MUB) | 0.5 | $848k | NEW | 7.8k | 108.41 |
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Mastercard Incorporated Cl A (MA) | 0.5 | $834k | 2.0k | 426.51 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $820k | -14% | 16k | 52.00 |
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Eaton Corp SHS (ETN) | 0.4 | $810k | -19% | 3.4k | 240.82 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $800k | -4% | 8.8k | 91.05 |
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Becton, Dickinson and (BDX) | 0.4 | $763k | -4% | 3.1k | 243.83 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $747k | -3% | 2.1k | 356.66 |
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Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $718k | -10% | 14k | 49.80 |
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Colgate-Palmolive Company (CL) | 0.4 | $706k | 8.9k | 79.71 |
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Pfizer (PFE) | 0.4 | $703k | -9% | 24k | 28.79 |
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Bank of America Corporation (BAC) | 0.4 | $702k | +4% | 21k | 33.67 |
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Ishares Tr Mbs Etf (MBB) | 0.4 | $675k | -27% | 7.2k | 94.08 |
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FedEx Corporation (FDX) | 0.4 | $673k | -3% | 2.7k | 252.97 |
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Cme (CME) | 0.4 | $659k | 3.1k | 210.60 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $644k | 1.1k | 596.60 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $639k | -6% | 3.2k | 200.70 |
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Duke Energy Corp Com New (DUK) | 0.3 | $637k | +2% | 6.6k | 97.04 |
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Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $636k | +103% | 20k | 31.51 |
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Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $629k | 7.4k | 85.41 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $607k | 12k | 50.47 |
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Meta Platforms Cl A (META) | 0.3 | $595k | 1.7k | 353.96 |
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Norfolk Southern (NSC) | 0.3 | $578k | -11% | 2.4k | 236.38 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $569k | -25% | 5.1k | 111.63 |
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Verizon Communications (VZ) | 0.3 | $565k | -25% | 15k | 37.70 |
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Ishares Tr Ishares Biotech (IBB) | 0.3 | $551k | +73% | 4.1k | 135.85 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $541k | 11k | 47.24 |
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Southern Copper Corporation (SCCO) | 0.3 | $530k | 6.2k | 86.07 |
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Deere & Company (DE) | 0.3 | $525k | -10% | 1.3k | 399.87 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $525k | 3.3k | 157.80 |
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Costco Wholesale Corporation (COST) | 0.3 | $516k | -7% | 782.00 | 660.08 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $506k | -3% | 12k | 43.85 |
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salesforce (CRM) | 0.3 | $502k | 1.9k | 263.14 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $497k | -2% | 6.6k | 75.54 |
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Xcel Energy (XEL) | 0.3 | $483k | -8% | 7.8k | 61.91 |
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Mccormick & Co Com Non Vtg (MKC) | 0.3 | $474k | -2% | 6.9k | 68.42 |
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Arista Networks (ANET) | 0.3 | $463k | +2% | 2.0k | 235.51 |
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Caterpillar (CAT) | 0.2 | $452k | 1.5k | 295.67 |
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CSX Corporation (CSX) | 0.2 | $442k | 13k | 34.67 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $435k | -2% | 12k | 36.96 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $426k | +3% | 5.5k | 77.37 |
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Netflix (NFLX) | 0.2 | $422k | +13% | 867.00 | 486.88 |
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Gilead Sciences (GILD) | 0.2 | $419k | 5.2k | 81.01 |
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International Business Machines (IBM) | 0.2 | $417k | 2.6k | 163.55 |
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McDonald's Corporation (MCD) | 0.2 | $412k | 1.4k | 296.51 |
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Electronic Arts (EA) | 0.2 | $412k | +3% | 3.0k | 136.81 |
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Intuit (INTU) | 0.2 | $412k | +2% | 659.00 | 625.03 |
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Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $411k | -11% | 5.2k | 78.59 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $410k | -6% | 848.00 | 484.00 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $410k | -32% | 3.5k | 117.13 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $404k | +2% | 3.1k | 130.92 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $403k | -20% | 5.6k | 72.15 |
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Honeywell International (HON) | 0.2 | $365k | +7% | 1.7k | 209.71 |
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Paypal Holdings (PYPL) | 0.2 | $364k | -11% | 5.9k | 61.41 |
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Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $352k | -41% | 3.4k | 104.76 |
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SYSCO Corporation (SYY) | 0.2 | $339k | +11% | 4.6k | 73.13 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $337k | 1.8k | 191.17 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $326k | -4% | 16k | 20.71 |
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Applied Materials (AMAT) | 0.2 | $310k | +2% | 1.9k | 162.07 |
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Bristol Myers Squibb (BMY) | 0.2 | $308k | -9% | 6.0k | 51.31 |
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Trane Technologies SHS (TT) | 0.2 | $302k | -5% | 1.2k | 243.90 |
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Illinois Tool Works (ITW) | 0.2 | $287k | 1.1k | 261.94 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $285k | -12% | 940.00 | 303.17 |
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Clorox Company (CLX) | 0.1 | $274k | -4% | 1.9k | 142.59 |
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Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $272k | -7% | 11k | 24.48 |
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Chevron Corporation (CVX) | 0.1 | $267k | -7% | 1.8k | 149.16 |
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3M Company (MMM) | 0.1 | $267k | -9% | 2.4k | 109.32 |
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4068594 Enphase Energy (ENPH) | 0.1 | $264k | 2.0k | 132.14 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $263k | 3.7k | 70.28 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $256k | -23% | 3.4k | 75.35 |
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Abbvie (ABBV) | 0.1 | $255k | NEW | 1.6k | 154.97 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $254k | 970.00 | 262.26 |
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Analog Devices (ADI) | 0.1 | $244k | 1.2k | 198.56 |
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Vanguard World Fds Utilities Etf (VPU) | 0.1 | $240k | 1.8k | 137.07 |
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Autodesk (ADSK) | 0.1 | $237k | NEW | 975.00 | 243.48 |
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Marathon Petroleum Corp (MPC) | 0.1 | $237k | 1.6k | 148.36 |
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Ford Motor Company (F) | 0.1 | $236k | +4% | 19k | 12.19 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $230k | -30% | 2.8k | 82.04 |
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Ishares Esg Awr Msci Em (ESGE) | 0.1 | $226k | -6% | 7.0k | 32.06 |
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Intel Corporation (INTC) | 0.1 | $226k | NEW | 4.5k | 50.25 |
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Abbott Laboratories (ABT) | 0.1 | $220k | NEW | 2.0k | 110.07 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $219k | -20% | 2.5k | 89.06 |
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Ishares Tr Broad Usd High (USHY) | 0.1 | $213k | -6% | 5.9k | 36.35 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $205k | NEW | 865.00 | 237.22 |
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Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $205k | -14% | 8.8k | 23.27 |
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Anthem (ELV) | 0.1 | $203k | NEW | 431.00 | 471.56 |
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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 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
- Bigelow Investment Advisors 2020 Q4 filed Feb. 12, 2021
- Bigelow Investment Advisors 2020 Q3 filed Nov. 10, 2020
- Bigelow Investment Advisors 2020 Q2 filed Aug. 11, 2020
- Bigelow Investment Advisors 2020 Q1 filed May 5, 2020