Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2017

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 96 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.0 $10M 38k 266.86
Schwab Strategic Tr us aggregate b (SCHZ) 7.8 $7.8M 151k 52.04
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 5.5 $5.6M 64k 87.38
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 5.5 $5.5M 53k 104.54
Vanguard Dividend Appreciation ETF (VIG) 4.1 $4.1M 40k 102.02
iShares S&P MidCap 400 Index (IJH) 3.1 $3.2M 17k 189.77
Schwab Strategic Tr us lrg cap etf (SCHX) 2.6 $2.6M 41k 63.77
iShares Brclys Intrdte Gov/Crt Bd (GVI) 2.5 $2.5M 23k 109.77
iShares Lehman Aggregate Bond (AGG) 2.5 $2.5M 23k 109.33
Johnson & Johnson (JNJ) 2.1 $2.1M 15k 139.72
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.7 $1.7M 16k 109.18
Vanguard Information Technology ETF (VGT) 1.7 $1.7M 10k 164.77
Sch Us Mid-cap Etf etf (SCHM) 1.7 $1.7M 32k 53.29
Vanguard High Dividend Yield ETF (VYM) 1.6 $1.6M 19k 85.63
Vanguard Europe Pacific ETF (VEA) 1.4 $1.4M 32k 44.85
3M Company (MMM) 1.4 $1.4M 6.0k 235.33
Walt Disney Company (DIS) 1.3 $1.3M 12k 107.52
UnitedHealth (UNH) 1.1 $1.1M 5.0k 220.42
iShares Dow Jones US Financial (IYF) 1.1 $1.1M 9.2k 119.44
Vanguard Health Care ETF (VHT) 1.1 $1.1M 6.9k 154.19
Schwab Emerging Markets Equity ETF (SCHE) 1.0 $1.0M 38k 27.93
iShares Russell Midcap Value Index (IWS) 1.0 $987k 11k 89.12
Schwab U S Broad Market ETF (SCHB) 1.0 $981k 15k 64.52
iShares Russell 2000 Value Index (IWN) 1.0 $974k 7.7k 125.76
General Dynamics Corporation (GD) 1.0 $959k 4.7k 203.44
iShares Russell 2000 Index (IWM) 0.9 $955k 6.3k 152.48
Schwab U S Small Cap ETF (SCHA) 0.9 $936k 13k 69.77
PowerShares S&P 500 BuyWrite Portfol ETF 0.9 $909k 42k 21.44
Pepsi (PEP) 0.9 $884k 7.4k 119.98
Exxon Mobil Corporation (XOM) 0.8 $799k 9.6k 83.61
Home Depot (HD) 0.8 $792k 4.2k 189.56
United Parcel Service (UPS) 0.8 $789k 6.6k 119.17
United Technologies Corporation 0.8 $778k 6.1k 127.54
Nike (NKE) 0.8 $761k 12k 62.54
Norfolk Southern (NSC) 0.8 $754k 5.2k 144.89
Schwab International Equity ETF (SCHF) 0.7 $743k 22k 34.08
Texas Instruments Incorporated (TXN) 0.7 $729k 7.0k 104.47
Alphabet Inc Class A cs (GOOGL) 0.7 $710k 674.00 1053.41
Oracle Corporation (ORCL) 0.7 $701k 15k 47.25
Apple (AAPL) 0.7 $669k 4.0k 169.28
iShares S&P SmallCap 600 Index (IJR) 0.7 $676k 8.8k 76.78
Schwab Strategic Tr 0 (SCHP) 0.7 $673k 12k 55.45
Berkshire Hathaway (BRK.B) 0.7 $665k 3.4k 198.09
iShares Barclays TIPS Bond Fund (TIP) 0.7 $663k 5.8k 114.02
Vanguard Consumer Discretionary ETF (VCR) 0.7 $659k 4.2k 155.98
Vanguard Consumer Staples ETF (VDC) 0.6 $644k 4.4k 145.93
Clorox Company (CLX) 0.6 $624k 4.2k 148.85
Cisco Systems (CSCO) 0.6 $612k 16k 38.27
Aqua America 0.6 $592k 15k 39.21
Ecolab (ECL) 0.6 $574k 4.3k 134.24
Gilead Sciences (GILD) 0.6 $559k 7.8k 71.68
Ishares Tr hdg msci eafe (HEFA) 0.6 $556k 19k 29.66
Procter & Gamble Company (PG) 0.5 $531k 5.8k 91.88
Vanguard Financials ETF (VFH) 0.5 $511k 7.3k 70.00
Schwab Strategic Tr cmn (SCHV) 0.5 $509k 9.3k 54.67
Danaher Corporation (DHR) 0.5 $500k 5.4k 92.78
Cme (CME) 0.5 $496k 3.4k 146.10
Schwab Strategic Tr us reit etf (SCHH) 0.5 $482k 12k 41.62
Ishares Tr fctsl msci int (INTF) 0.5 $483k 17k 28.83
iShares MSCI EAFE Index Fund (EFA) 0.5 $471k 6.7k 70.35
American Express Company (AXP) 0.4 $432k 4.4k 99.20
MasterCard Incorporated (MA) 0.4 $426k 2.8k 151.33
Nextera Energy (NEE) 0.4 $425k 2.7k 156.19
Vanguard Utilities ETF (VPU) 0.4 $424k 3.6k 116.48
Microsoft Corporation (MSFT) 0.4 $408k 4.8k 85.53
JPMorgan Chase & Co. (JPM) 0.4 $404k 3.8k 106.93
Chevron Corporation (CVX) 0.4 $405k 3.2k 125.15
Chubb (CB) 0.4 $398k 2.7k 146.27
Colgate-Palmolive Company (CL) 0.4 $390k 5.2k 75.39
Alphabet Inc Class C cs (GOOG) 0.4 $389k 372.00 1045.70
Schlumberger (SLB) 0.4 $382k 5.7k 67.40
Starbucks Corporation (SBUX) 0.4 $386k 6.7k 57.43
SPDR Barclays Capital Convertible SecETF (CWB) 0.4 $372k 7.4k 50.57
McCormick & Company, Incorporated (MKC) 0.4 $366k 3.6k 101.92
Vanguard Emerging Markets ETF (VWO) 0.4 $362k 7.9k 45.92
Vanguard Industrials ETF (VIS) 0.4 $363k 2.6k 142.35
TJX Companies (TJX) 0.3 $349k 4.6k 76.37
Paypal Holdings (PYPL) 0.3 $354k 4.8k 73.58
Becton, Dickinson and (BDX) 0.3 $339k 1.6k 213.88
iShares Russell 1000 Growth Index (IWF) 0.3 $327k 2.4k 134.57
iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.3 $329k 2.4k 136.01
Waters Corporation (WAT) 0.3 $314k 1.6k 193.47
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $300k 2.8k 105.45
Vanguard Energy ETF (VDE) 0.3 $303k 3.1k 98.83
McDonald's Corporation (MCD) 0.3 $286k 1.7k 171.98
Kimberly-Clark Corporation (KMB) 0.3 $286k 2.4k 120.57
Wells Fargo & Company (WFC) 0.3 $285k 4.7k 60.73
Abbott Laboratories (ABT) 0.3 $265k 4.6k 57.05
CVS Caremark Corporation (CVS) 0.3 $259k 3.6k 72.55
iShares Russell 1000 Index (IWB) 0.3 $257k 1.7k 148.47
iShares Gold Trust 0.3 $264k 21k 12.50
Schwab Strategic Tr sht tm us tres (SCHO) 0.2 $253k 5.1k 49.94
Pfizer (PFE) 0.2 $245k 6.8k 36.19
Ishares Inc factorselect msc (EMGF) 0.2 $219k 4.4k 49.55
eBay (EBAY) 0.2 $213k 5.6k 37.80
Vanguard REIT ETF (VNQ) 0.2 $203k 2.4k 83.09