Bigelow Investment Advisors as of March 31, 2018
Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 148 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 6.6 | $9.8M | 37k | 263.15 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 5.3 | $7.8M | 153k | 51.02 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.1 | $6.1M | 72k | 84.83 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.8 | $5.6M | 54k | 103.81 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.8 | $4.1M | 41k | 101.05 | |
Apple (AAPL) | 2.3 | $3.4M | 20k | 167.77 | |
iShares S&P MidCap 400 Index (IJH) | 2.1 | $3.1M | 17k | 187.60 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 2.0 | $2.9M | 46k | 63.07 | |
Microsoft Corporation (MSFT) | 1.9 | $2.9M | 31k | 91.26 | |
3M Company (MMM) | 1.9 | $2.8M | 13k | 219.48 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 1.7 | $2.6M | 24k | 108.29 | |
Johnson & Johnson (JNJ) | 1.7 | $2.5M | 19k | 128.14 | |
iShares Lehman Aggregate Bond (AGG) | 1.7 | $2.4M | 23k | 107.26 | |
Exxon Mobil Corporation (XOM) | 1.5 | $2.3M | 30k | 74.61 | |
Cisco Systems (CSCO) | 1.4 | $2.0M | 46k | 42.89 | |
Intel Corporation (INTC) | 1.3 | $1.9M | 37k | 52.08 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.3 | $1.9M | 24k | 78.42 | |
Vanguard Information Technology ETF (VGT) | 1.2 | $1.8M | 11k | 171.02 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.1 | $1.7M | 16k | 107.26 | |
Procter & Gamble Company (PG) | 1.1 | $1.7M | 21k | 79.27 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.1 | $1.7M | 32k | 52.89 | |
Vanguard High Dividend Yield ETF (VYM) | 1.1 | $1.6M | 19k | 82.47 | |
At&t (T) | 1.0 | $1.5M | 41k | 35.66 | |
Vanguard Europe Pacific ETF (VEA) | 1.0 | $1.5M | 33k | 44.25 | |
Verizon Communications (VZ) | 0.9 | $1.4M | 29k | 47.81 | |
Pepsi (PEP) | 0.9 | $1.4M | 12k | 109.14 | |
Nextera Energy (NEE) | 0.9 | $1.3M | 8.2k | 163.30 | |
UnitedHealth (UNH) | 0.9 | $1.3M | 6.2k | 213.97 | |
Pfizer (PFE) | 0.9 | $1.3M | 36k | 35.48 | |
Walt Disney Company (DIS) | 0.9 | $1.3M | 13k | 100.44 | |
International Business Machines (IBM) | 0.9 | $1.3M | 8.3k | 153.42 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $1.2M | 1.2k | 1031.79 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 10k | 109.93 | |
iShares Dow Jones US Financial (IYF) | 0.7 | $1.1M | 9.2k | 117.81 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.7 | $1.1M | 38k | 28.70 | |
Oracle Corporation (ORCL) | 0.7 | $1.1M | 24k | 45.77 | |
Vanguard Health Care ETF (VHT) | 0.7 | $1.1M | 7.0k | 153.49 | |
Ishares Tr fctsl msci int (INTF) | 0.7 | $1.1M | 37k | 28.88 | |
iShares Russell 2000 Value Index (IWN) | 0.7 | $1.0M | 8.4k | 121.93 | |
General Dynamics Corporation (GD) | 0.7 | $990k | 4.5k | 220.83 | |
Schwab U S Small Cap ETF (SCHA) | 0.7 | $991k | 14k | 69.10 | |
iShares Russell 2000 Index (IWM) | 0.7 | $975k | 6.4k | 151.80 | |
iShares Russell Midcap Value Index (IWS) | 0.7 | $959k | 11k | 86.47 | |
Schwab U S Broad Market ETF (SCHB) | 0.6 | $939k | 15k | 63.76 | |
Chevron Corporation (CVX) | 0.6 | $907k | 8.0k | 114.03 | |
Visa (V) | 0.6 | $906k | 7.6k | 119.65 | |
BofI Holding | 0.6 | $864k | 21k | 40.54 | |
Illinois Tool Works (ITW) | 0.6 | $860k | 5.5k | 156.59 | |
Norfolk Southern (NSC) | 0.5 | $791k | 5.8k | 135.70 | |
Nike (NKE) | 0.5 | $797k | 12k | 66.46 | |
Facebook Inc cl a (META) | 0.5 | $796k | 5.0k | 159.74 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $802k | 773.00 | 1037.52 | |
United Technologies Corporation | 0.5 | $779k | 6.2k | 125.75 | |
Schwab International Equity ETF (SCHF) | 0.5 | $768k | 23k | 33.70 | |
Home Depot (HD) | 0.5 | $730k | 4.1k | 178.35 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $733k | 6.5k | 113.10 | |
United Parcel Service (UPS) | 0.5 | $724k | 6.9k | 104.64 | |
Danaher Corporation (DHR) | 0.5 | $721k | 7.4k | 97.98 | |
Texas Instruments Incorporated (TXN) | 0.5 | $706k | 6.8k | 103.84 | |
Schwab Strategic Tr 0 (SCHP) | 0.5 | $713k | 13k | 54.88 | |
Berkshire Hathaway (BRK.B) | 0.5 | $691k | 3.5k | 199.60 | |
Bar Harbor Bankshares (BHB) | 0.5 | $696k | 25k | 27.73 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $686k | 8.9k | 77.04 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.5 | $670k | 4.2k | 158.58 | |
Xcel Energy (XEL) | 0.5 | $668k | 15k | 45.48 | |
Dowdupont | 0.5 | $664k | 10k | 63.69 | |
U.S. Bancorp (USB) | 0.4 | $634k | 13k | 50.47 | |
Gilead Sciences (GILD) | 0.4 | $614k | 8.1k | 75.44 | |
Clorox Company (CLX) | 0.4 | $617k | 4.6k | 133.06 | |
Schlumberger (SLB) | 0.4 | $599k | 9.2k | 64.83 | |
Vanguard Consumer Staples ETF (VDC) | 0.4 | $601k | 4.4k | 136.19 | |
Schwab Strategic Tr cmn (SCHV) | 0.4 | $597k | 11k | 52.84 | |
Ecolab (ECL) | 0.4 | $586k | 4.3k | 137.04 | |
Cummins (CMI) | 0.4 | $585k | 3.6k | 162.05 | |
IDEXX Laboratories (IDXX) | 0.4 | $593k | 3.1k | 191.35 | |
Becton, Dickinson and (BDX) | 0.4 | $587k | 2.7k | 216.61 | |
Aqua America | 0.4 | $586k | 17k | 34.07 | |
Nucor Corporation (NUE) | 0.4 | $577k | 9.5k | 61.06 | |
PowerShares S&P 500 BuyWrite Portfol ETF | 0.4 | $554k | 26k | 21.06 | |
Spdr Short-term High Yield mf (SJNK) | 0.4 | $556k | 20k | 27.39 | |
Prudential Financial (PRU) | 0.4 | $543k | 5.2k | 103.51 | |
Cme (CME) | 0.4 | $528k | 3.3k | 161.67 | |
Ishares Tr hdg msci eafe (HEFA) | 0.4 | $535k | 19k | 28.74 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $511k | 6.4k | 80.47 | |
Vanguard Financials ETF (VFH) | 0.3 | $514k | 7.4k | 69.46 | |
Ishares Inc factorselect msc (EMGF) | 0.3 | $518k | 10k | 51.34 | |
Fastenal Company (FAST) | 0.3 | $502k | 9.2k | 54.59 | |
Robert Half International (RHI) | 0.3 | $504k | 8.7k | 57.93 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $502k | 4.7k | 106.45 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $494k | 11k | 46.96 | |
MasterCard Incorporated (MA) | 0.3 | $481k | 2.7k | 175.10 | |
Colgate-Palmolive Company (CL) | 0.3 | $487k | 6.8k | 71.69 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.3 | $492k | 9.5k | 51.66 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $472k | 6.8k | 69.64 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.3 | $472k | 12k | 38.21 | |
Cerner Corporation | 0.3 | $442k | 7.6k | 58.04 | |
TJX Companies (TJX) | 0.3 | $441k | 5.4k | 81.47 | |
Abbott Laboratories (ABT) | 0.3 | $423k | 7.1k | 59.97 | |
Stanley Black & Decker (SWK) | 0.3 | $433k | 2.8k | 153.22 | |
Spectra Energy Partners | 0.3 | $421k | 13k | 33.64 | |
Pure Storage Inc - Class A (PSTG) | 0.3 | $423k | 21k | 19.95 | |
American Express Company (AXP) | 0.3 | $405k | 4.3k | 93.32 | |
General Electric Company | 0.3 | $406k | 30k | 13.49 | |
Thermo Fisher Scientific (TMO) | 0.3 | $406k | 2.0k | 206.62 | |
Vanguard Utilities ETF (VPU) | 0.3 | $407k | 3.6k | 111.81 | |
iShares Gold Trust | 0.3 | $399k | 31k | 12.74 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $381k | 3.5k | 110.18 | |
Exelon Corporation (EXC) | 0.3 | $379k | 9.7k | 39.02 | |
Starbucks Corporation (SBUX) | 0.3 | $389k | 6.7k | 57.88 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.3 | $380k | 3.5k | 109.48 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $381k | 7.6k | 49.86 | |
Hp (HPQ) | 0.3 | $383k | 18k | 21.89 | |
Lazard Ltd-cl A shs a | 0.2 | $361k | 6.9k | 52.51 | |
Vanguard Industrials ETF (VIS) | 0.2 | $369k | 2.7k | 139.25 | |
Paypal Holdings (PYPL) | 0.2 | $370k | 4.9k | 75.96 | |
Automatic Data Processing (ADP) | 0.2 | $348k | 3.1k | 113.39 | |
Chubb (CB) | 0.2 | $352k | 2.6k | 136.70 | |
CSX Corporation (CSX) | 0.2 | $335k | 6.0k | 55.79 | |
Raytheon Company | 0.2 | $327k | 1.5k | 216.13 | |
Celgene Corporation | 0.2 | $317k | 3.6k | 89.20 | |
iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.2 | $320k | 2.4k | 132.29 | |
Costco Wholesale Corporation (COST) | 0.2 | $316k | 1.7k | 188.66 | |
Waters Corporation (WAT) | 0.2 | $303k | 1.5k | 198.95 | |
Kroger (KR) | 0.2 | $292k | 12k | 23.93 | |
Southern Company (SO) | 0.2 | $300k | 6.7k | 44.73 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $300k | 2.2k | 136.30 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $294k | 2.8k | 103.34 | |
Bristol Myers Squibb (BMY) | 0.2 | $286k | 4.5k | 63.30 | |
Weyerhaeuser Company (WY) | 0.2 | $278k | 8.0k | 34.94 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $279k | 3.6k | 78.53 | |
Vanguard Energy ETF (VDE) | 0.2 | $283k | 3.1k | 92.30 | |
American Electric Power Company (AEP) | 0.2 | $270k | 3.9k | 68.68 | |
McDonald's Corporation (MCD) | 0.2 | $255k | 1.6k | 156.15 | |
RPM International (RPM) | 0.2 | $249k | 5.2k | 47.75 | |
eBay (EBAY) | 0.2 | $243k | 6.0k | 40.27 | |
iShares Russell 1000 Index (IWB) | 0.2 | $254k | 1.7k | 146.74 | |
ConAgra Foods (CAG) | 0.2 | $235k | 6.4k | 36.81 | |
Arista Networks (ANET) | 0.2 | $230k | 900.00 | 255.56 | |
Fortive (FTV) | 0.2 | $229k | 2.9k | 77.65 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $223k | 2.7k | 81.66 | |
Novartis (NVS) | 0.1 | $205k | 2.5k | 81.03 | |
Altria (MO) | 0.1 | $203k | 3.3k | 62.37 | |
Philip Morris International (PM) | 0.1 | $201k | 2.0k | 99.26 | |
Alliant Energy Corporation (LNT) | 0.1 | $213k | 5.2k | 40.93 | |
Badger Meter (BMI) | 0.1 | $208k | 4.4k | 47.12 | |
SPDR S&P Biotech (XBI) | 0.1 | $212k | 2.4k | 87.78 | |
H & Q Healthcare Fund equities (HQH) | 0.1 | $205k | 9.5k | 21.48 | |
Ford Motor Company (F) | 0.1 | $121k | 11k | 11.04 |