Bigelow Investment Advisors as of June 30, 2018
Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 148 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 6.7 | $9.8M | 36k | 271.27 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.1 | $6.0M | 72k | 83.52 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 3.8 | $5.5M | 109k | 50.64 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.5 | $5.1M | 49k | 103.69 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.6 | $3.8M | 38k | 101.61 | |
Apple (AAPL) | 2.6 | $3.7M | 20k | 185.10 | |
iShares S&P MidCap 400 Index (IJH) | 2.4 | $3.5M | 18k | 194.77 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 2.1 | $3.1M | 48k | 64.99 | |
Microsoft Corporation (MSFT) | 2.1 | $3.0M | 31k | 98.61 | |
3M Company (MMM) | 1.8 | $2.6M | 13k | 196.72 | |
Exxon Mobil Corporation (XOM) | 1.7 | $2.5M | 30k | 82.73 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 1.7 | $2.4M | 23k | 107.74 | |
Johnson & Johnson (JNJ) | 1.6 | $2.3M | 19k | 121.34 | |
iShares Lehman Aggregate Bond (AGG) | 1.5 | $2.2M | 20k | 106.32 | |
Cisco Systems (CSCO) | 1.4 | $2.0M | 46k | 43.03 | |
Vanguard Information Technology ETF (VGT) | 1.3 | $2.0M | 11k | 181.43 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.3 | $1.9M | 24k | 78.10 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.2 | $1.8M | 33k | 54.88 | |
Intel Corporation (INTC) | 1.2 | $1.8M | 36k | 49.72 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.1 | $1.7M | 16k | 106.25 | |
Procter & Gamble Company (PG) | 1.1 | $1.7M | 21k | 78.05 | |
Alphabet Inc Class C cs (GOOG) | 1.1 | $1.6M | 1.5k | 1115.49 | |
Walt Disney Company (DIS) | 1.1 | $1.6M | 15k | 104.83 | |
UnitedHealth (UNH) | 1.0 | $1.5M | 6.0k | 245.37 | |
Verizon Communications (VZ) | 1.0 | $1.5M | 29k | 50.30 | |
Vanguard Europe Pacific ETF (VEA) | 0.9 | $1.4M | 32k | 42.91 | |
Nextera Energy (NEE) | 0.9 | $1.4M | 8.1k | 167.06 | |
Pepsi (PEP) | 0.9 | $1.3M | 12k | 108.83 | |
At&t (T) | 0.9 | $1.3M | 41k | 32.11 | |
iShares Russell 2000 Index (IWM) | 0.9 | $1.3M | 7.8k | 163.77 | |
Pfizer (PFE) | 0.9 | $1.3M | 35k | 36.29 | |
International Business Machines (IBM) | 0.8 | $1.2M | 8.5k | 139.65 | |
Vanguard High Dividend Yield ETF (VYM) | 0.8 | $1.2M | 14k | 83.04 | |
Schwab U S Small Cap ETF (SCHA) | 0.8 | $1.1M | 15k | 73.55 | |
Vanguard Health Care ETF (VHT) | 0.8 | $1.1M | 6.9k | 159.10 | |
Ishares Tr fctsl msci int (INTF) | 0.8 | $1.1M | 40k | 27.62 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 10k | 104.23 | |
iShares Dow Jones US Financial (IYF) | 0.7 | $1.1M | 9.2k | 117.16 | |
iShares Russell 2000 Value Index (IWN) | 0.7 | $1.1M | 8.1k | 131.95 | |
Facebook Inc cl a (META) | 0.7 | $1.1M | 5.5k | 194.34 | |
Chevron Corporation (CVX) | 0.7 | $1.0M | 8.0k | 126.48 | |
Visa (V) | 0.7 | $1.0M | 7.6k | 132.51 | |
Oracle Corporation (ORCL) | 0.7 | $1.0M | 23k | 44.08 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.7 | $1.0M | 39k | 25.90 | |
Schwab U S Broad Market ETF (SCHB) | 0.7 | $968k | 15k | 65.96 | |
Nike (NKE) | 0.6 | $937k | 12k | 79.66 | |
iShares S&P SmallCap 600 Index (IJR) | 0.6 | $940k | 11k | 83.46 | |
BofI Holding | 0.6 | $922k | 23k | 40.92 | |
iShares Russell Midcap Value Index (IWS) | 0.6 | $919k | 10k | 88.50 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $897k | 794.00 | 1129.72 | |
General Dynamics Corporation (GD) | 0.6 | $886k | 4.8k | 186.49 | |
Schwab International Equity ETF (SCHF) | 0.6 | $884k | 27k | 33.06 | |
Norfolk Southern (NSC) | 0.6 | $842k | 5.6k | 150.92 | |
Home Depot (HD) | 0.5 | $789k | 4.0k | 195.15 | |
United Technologies Corporation | 0.5 | $768k | 6.1k | 125.08 | |
U.S. Bancorp (USB) | 0.5 | $744k | 15k | 50.00 | |
Bar Harbor Bankshares (BHB) | 0.5 | $750k | 25k | 30.27 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $740k | 6.6k | 112.94 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.5 | $747k | 4.4k | 169.58 | |
Illinois Tool Works (ITW) | 0.5 | $737k | 5.3k | 138.61 | |
Schwab Strategic Tr 0 (SCHP) | 0.5 | $730k | 13k | 54.87 | |
United Parcel Service (UPS) | 0.5 | $714k | 6.7k | 106.27 | |
Danaher Corporation (DHR) | 0.5 | $703k | 7.1k | 98.75 | |
IDEXX Laboratories (IDXX) | 0.5 | $692k | 3.2k | 217.88 | |
Texas Instruments Incorporated (TXN) | 0.5 | $684k | 6.2k | 110.25 | |
Xcel Energy (XEL) | 0.5 | $671k | 15k | 45.68 | |
Dowdupont | 0.5 | $669k | 10k | 65.91 | |
Becton, Dickinson and (BDX) | 0.4 | $642k | 2.7k | 239.55 | |
Berkshire Hathaway (BRK.B) | 0.4 | $620k | 3.3k | 186.63 | |
Ecolab (ECL) | 0.4 | $610k | 4.3k | 140.36 | |
Schlumberger (SLB) | 0.4 | $608k | 9.1k | 67.03 | |
Clorox Company (CLX) | 0.4 | $613k | 4.5k | 135.17 | |
Aqua America | 0.4 | $605k | 17k | 35.17 | |
Cognizant Technology Solutions (CTSH) | 0.4 | $585k | 7.4k | 79.05 | |
Nucor Corporation (NUE) | 0.4 | $572k | 9.2k | 62.51 | |
Robert Half International (RHI) | 0.4 | $566k | 8.7k | 65.06 | |
Gilead Sciences (GILD) | 0.4 | $551k | 7.8k | 70.85 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $547k | 4.7k | 115.99 | |
Ishares Tr hdg msci eafe (HEFA) | 0.4 | $540k | 18k | 29.60 | |
Cme (CME) | 0.4 | $522k | 3.2k | 163.94 | |
Vanguard Consumer Staples ETF (VDC) | 0.4 | $534k | 4.0k | 134.34 | |
Spdr Short-term High Yield mf (SJNK) | 0.4 | $534k | 20k | 27.30 | |
Pure Storage Inc - Class A (PSTG) | 0.4 | $521k | 22k | 23.90 | |
Cummins (CMI) | 0.3 | $513k | 3.9k | 132.90 | |
iShares Russell 1000 Index (IWB) | 0.3 | $514k | 3.4k | 152.03 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.3 | $506k | 9.5k | 53.00 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.3 | $508k | 12k | 41.80 | |
MasterCard Incorporated (MA) | 0.3 | $505k | 2.6k | 196.35 | |
TJX Companies (TJX) | 0.3 | $495k | 5.2k | 95.23 | |
Vanguard Financials ETF (VFH) | 0.3 | $499k | 7.4k | 67.43 | |
Schwab Strategic Tr cmn (SCHV) | 0.3 | $494k | 9.3k | 53.10 | |
Prudential Financial (PRU) | 0.3 | $463k | 4.9k | 93.61 | |
Invesco S&p 500 Buywrite Etf (PBP) | 0.3 | $473k | 22k | 21.65 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $460k | 11k | 42.18 | |
Ishares Inc factorselect msc (EMGF) | 0.3 | $461k | 10k | 46.15 | |
Fastenal Company (FAST) | 0.3 | $443k | 9.2k | 48.18 | |
American Express Company (AXP) | 0.3 | $423k | 4.3k | 98.03 | |
Automatic Data Processing (ADP) | 0.3 | $412k | 3.1k | 134.25 | |
Thermo Fisher Scientific (TMO) | 0.3 | $407k | 2.0k | 207.12 | |
Colgate-Palmolive Company (CL) | 0.3 | $414k | 6.4k | 64.80 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $410k | 6.1k | 66.91 | |
Exelon Corporation (EXC) | 0.3 | $407k | 9.6k | 42.56 | |
Vanguard Utilities ETF (VPU) | 0.3 | $410k | 3.5k | 115.98 | |
Paypal Holdings (PYPL) | 0.3 | $406k | 4.9k | 83.35 | |
Abbott Laboratories (ABT) | 0.3 | $395k | 6.5k | 60.93 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.3 | $394k | 3.6k | 110.33 | |
Hp (HPQ) | 0.3 | $392k | 17k | 22.71 | |
CSX Corporation (CSX) | 0.3 | $378k | 5.9k | 63.74 | |
Stanley Black & Decker (SWK) | 0.3 | $375k | 2.8k | 132.70 | |
Kroger (KR) | 0.3 | $378k | 13k | 28.42 | |
iShares Gold Trust | 0.3 | $380k | 32k | 12.03 | |
Costco Wholesale Corporation (COST) | 0.2 | $360k | 1.7k | 208.70 | |
General Electric Company | 0.2 | $369k | 27k | 13.62 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $364k | 3.5k | 105.26 | |
Vanguard Energy ETF (VDE) | 0.2 | $364k | 3.5k | 105.02 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $364k | 7.3k | 49.75 | |
Starbucks Corporation (SBUX) | 0.2 | $349k | 7.1k | 48.84 | |
Vanguard Industrials ETF (VIS) | 0.2 | $346k | 2.6k | 135.69 | |
Lazard Ltd-cl A shs a | 0.2 | $336k | 6.9k | 48.87 | |
Celgene Corporation | 0.2 | $320k | 4.0k | 79.52 | |
RPM International (RPM) | 0.2 | $304k | 5.2k | 58.29 | |
Chubb (CB) | 0.2 | $313k | 2.5k | 127.03 | |
Raytheon Company | 0.2 | $292k | 1.5k | 192.99 | |
Weyerhaeuser Company (WY) | 0.2 | $290k | 8.0k | 36.45 | |
Waters Corporation (WAT) | 0.2 | $284k | 1.5k | 193.46 | |
Southern Company (SO) | 0.2 | $285k | 6.2k | 46.29 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $278k | 3.6k | 78.24 | |
iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.2 | $279k | 2.1k | 131.36 | |
Cerner Corporation | 0.2 | $259k | 4.3k | 59.79 | |
American Electric Power Company (AEP) | 0.2 | $258k | 3.7k | 69.15 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $270k | 1.9k | 143.77 | |
Bristol Myers Squibb (BMY) | 0.2 | $250k | 4.5k | 55.33 | |
Arista Networks (ANET) | 0.2 | $252k | 980.00 | 257.14 | |
McDonald's Corporation (MCD) | 0.2 | $240k | 1.5k | 156.86 | |
ConAgra Foods (CAG) | 0.2 | $228k | 6.4k | 35.71 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $229k | 1.4k | 162.87 | |
Fortive (FTV) | 0.2 | $227k | 2.9k | 76.98 | |
Baxter International (BAX) | 0.1 | $215k | 2.9k | 73.78 | |
iShares S&P 500 Index (IVV) | 0.1 | $226k | 829.00 | 272.62 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $222k | 2.2k | 102.59 | |
SPDR S&P Biotech (XBI) | 0.1 | $226k | 2.4k | 95.16 | |
Phillips 66 (PSX) | 0.1 | $215k | 1.9k | 112.45 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $219k | 3.5k | 63.42 | |
eBay (EBAY) | 0.1 | $212k | 5.8k | 36.33 | |
GlaxoSmithKline | 0.1 | $208k | 5.2k | 40.39 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $212k | 2.6k | 81.04 | |
Alliant Energy Corporation (LNT) | 0.1 | $205k | 4.9k | 42.23 | |
Etf Managers Tr purefunds ise cy | 0.1 | $208k | 5.6k | 36.98 |