Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2019

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 150 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 7.3 $11M 37k 282.49
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.0 $5.8M 67k 86.88
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.9 $5.7M 108k 52.82
Schwab Strategic Tr us aggregate b (SCHZ) 3.7 $5.3M 103k 51.88
Vanguard Dividend Appreciation ETF (VIG) 3.0 $4.3M 39k 109.64
iShares S&P MidCap 400 Index (IJH) 2.7 $3.9M 21k 189.39
Schwab Strategic Tr us lrg cap etf (SCHX) 2.5 $3.6M 53k 67.61
Apple (AAPL) 2.3 $3.4M 18k 189.94
Microsoft Corporation (MSFT) 1.7 $2.5M 21k 117.93
Cisco Systems (CSCO) 1.6 $2.3M 42k 54.00
iShares Brclys Intrdte Gov/Crt Bd (GVI) 1.6 $2.2M 20k 110.27
Johnson & Johnson (JNJ) 1.5 $2.2M 16k 139.78
3M Company (MMM) 1.5 $2.2M 11k 207.78
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.4 $2.0M 37k 55.14
iShares Lehman Aggregate Bond (AGG) 1.4 $2.0M 18k 109.04
Vanguard Information Technology ETF (VGT) 1.3 $1.9M 9.4k 200.59
Sch Us Mid-cap Etf etf (SCHM) 1.2 $1.8M 32k 55.38
Exxon Mobil Corporation (XOM) 1.2 $1.7M 21k 80.80
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $1.7M 22k 79.74
International Business Machines (IBM) 1.1 $1.6M 12k 141.10
Walt Disney Company (DIS) 1.1 $1.6M 14k 111.02
Intel Corporation (INTC) 1.1 $1.6M 30k 53.71
Alphabet Inc Class C cs (GOOG) 1.0 $1.5M 1.3k 1173.46
Merck & Co (MRK) 1.0 $1.4M 17k 83.15
Schwab Strategic Tr sht tm us tres (SCHO) 1.0 $1.4M 28k 50.17
Vanguard Europe Pacific ETF (VEA) 0.9 $1.3M 32k 40.86
Procter & Gamble Company (PG) 0.9 $1.3M 12k 104.02
Nextera Energy (NEE) 0.9 $1.3M 6.6k 193.26
Schwab U S Broad Market ETF (SCHB) 0.9 $1.3M 18k 68.08
Verizon Communications (VZ) 0.8 $1.2M 21k 59.14
iShares S&P 500 Index (IVV) 0.8 $1.2M 4.2k 284.57
Pfizer (PFE) 0.8 $1.2M 28k 42.45
iShares S&P SmallCap 600 Index (IJR) 0.8 $1.2M 15k 77.13
Pepsi (PEP) 0.8 $1.1M 9.3k 122.58
UnitedHealth (UNH) 0.8 $1.1M 4.5k 247.34
iShares Russell 2000 Index (IWM) 0.8 $1.1M 7.3k 153.03
United Parcel Service (UPS) 0.7 $1.0M 9.3k 111.77
Oracle Corporation (ORCL) 0.7 $1.0M 19k 53.71
Norfolk Southern (NSC) 0.7 $1.0M 5.4k 186.96
Schwab Emerging Markets Equity ETF (SCHE) 0.7 $953k 37k 26.01
Schwab U S Small Cap ETF (SCHA) 0.7 $946k 14k 69.90
Alphabet Inc Class A cs (GOOGL) 0.7 $946k 804.00 1176.62
Visa (V) 0.7 $936k 6.0k 156.21
Vanguard Health Care ETF (VHT) 0.6 $922k 5.3k 172.50
Nike (NKE) 0.6 $902k 11k 84.24
iShares Russell 2000 Value Index (IWN) 0.6 $906k 7.6k 119.95
Schwab International Equity ETF (SCHF) 0.6 $906k 29k 31.31
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $914k 15k 60.79
iShares Russell Midcap Value Index (IWS) 0.6 $886k 10k 86.83
Ishares Tr fctsl msci int (INTF) 0.6 $881k 34k 26.32
Danaher Corporation (DHR) 0.6 $852k 6.5k 132.07
Medtronic (MDT) 0.6 $831k 9.1k 91.08
General Dynamics Corporation (GD) 0.6 $804k 4.8k 169.23
Home Depot (HD) 0.6 $795k 4.1k 191.98
At&t (T) 0.6 $795k 25k 31.35
Vanguard High Dividend Yield ETF (VYM) 0.6 $793k 9.3k 85.66
Chevron Corporation (CVX) 0.5 $768k 6.2k 123.12
iShares Barclays TIPS Bond Fund (TIP) 0.5 $753k 6.7k 113.11
Vanguard Consumer Discretionary ETF (VCR) 0.5 $751k 4.4k 172.45
Ecolab (ECL) 0.5 $736k 4.2k 176.58
iShares Dow Jones US Financial (IYF) 0.5 $732k 6.2k 118.16
Schwab Strategic Tr 0 (SCHP) 0.5 $741k 14k 54.97
United Technologies Corporation 0.5 $714k 5.5k 128.88
JPMorgan Chase & Co. (JPM) 0.5 $692k 6.8k 101.23
Clorox Company (CLX) 0.5 $695k 4.3k 160.51
Facebook Inc cl a (META) 0.5 $674k 4.0k 166.71
Berkshire Hathaway (BRK.B) 0.5 $650k 3.2k 200.80
Texas Instruments Incorporated (TXN) 0.4 $630k 5.9k 106.11
Starbucks Corporation (SBUX) 0.4 $590k 7.9k 74.34
Vanguard Financials ETF (VFH) 0.4 $589k 9.1k 64.55
Vanguard Consumer Staples ETF (VDC) 0.4 $587k 4.0k 145.30
Illinois Tool Works (ITW) 0.4 $581k 4.0k 143.63
Cognizant Technology Solutions (CTSH) 0.4 $567k 7.8k 72.46
MasterCard Incorporated (MA) 0.4 $557k 2.4k 235.52
Cummins (CMI) 0.4 $563k 3.6k 157.88
Xcel Energy (XEL) 0.4 $557k 9.9k 56.23
Bofi Holding (AX) 0.4 $558k 19k 28.94
Schwab Strategic Tr us reit etf (SCHH) 0.4 $525k 12k 44.45
Becton, Dickinson and (BDX) 0.3 $502k 2.0k 249.75
Gilead Sciences (GILD) 0.3 $506k 7.8k 65.06
TJX Companies (TJX) 0.3 $499k 9.4k 53.23
American Express Company (AXP) 0.3 $496k 4.5k 109.28
McCormick & Company, Incorporated (MKC) 0.3 $484k 3.2k 150.64
Cme (CME) 0.3 $477k 2.9k 164.48
U.S. Bancorp (USB) 0.3 $480k 10k 48.16
Amazon (AMZN) 0.3 $472k 265.00 1781.13
Aqua America 0.3 $479k 13k 36.46
SPDR Barclays Capital Convertible SecETF (CWB) 0.3 $477k 9.1k 52.20
Ishares Tr hdg msci eafe (HEFA) 0.3 $471k 16k 28.85
Paypal Holdings (PYPL) 0.3 $482k 4.6k 103.75
Fastenal Company (FAST) 0.3 $459k 7.1k 64.24
CSX Corporation (CSX) 0.3 $444k 5.9k 74.87
Abbott Laboratories (ABT) 0.3 $427k 5.3k 79.99
iShares Gold Trust 0.3 $429k 35k 12.38
Vanguard Emerging Markets ETF (VWO) 0.3 $430k 10k 42.51
Schwab Strategic Tr cmn (SCHV) 0.3 $439k 8.0k 54.72
Pure Storage Inc - Class A (PSTG) 0.3 $426k 20k 21.79
Thermo Fisher Scientific (TMO) 0.3 $401k 1.5k 273.72
General Mills (GIS) 0.3 $410k 7.9k 51.73
iShares MSCI EAFE Index Fund (EFA) 0.3 $397k 6.1k 64.80
Bar Harbor Bankshares (BHB) 0.3 $411k 16k 25.85
iShares FTSE KLD Select Scil Idx (SUSA) 0.3 $397k 3.4k 118.30
Costco Wholesale Corporation (COST) 0.3 $387k 1.6k 241.88
Kimberly-Clark Corporation (KMB) 0.3 $390k 3.1k 123.89
Exelon Corporation (EXC) 0.3 $393k 7.8k 50.14
Vanguard Utilities ETF (VPU) 0.3 $386k 3.0k 129.75
Waters Corporation (WAT) 0.3 $374k 1.5k 251.85
Colgate-Palmolive Company (CL) 0.3 $368k 5.4k 68.57
Schlumberger (SLB) 0.3 $374k 8.6k 43.57
Ishares Inc factorselect msc (EMGF) 0.3 $381k 8.9k 42.71
Vanguard Short-Term Bond ETF (BSV) 0.2 $360k 4.5k 79.68
Vanguard Mid-Cap Value ETF (VOE) 0.2 $353k 3.3k 107.92
Eaton (ETN) 0.2 $341k 4.2k 80.50
McDonald's Corporation (MCD) 0.2 $334k 1.8k 189.77
Nucor Corporation (NUE) 0.2 $327k 5.6k 58.34
Prudential Financial (PRU) 0.2 $322k 3.5k 91.97
Robert Half International (RHI) 0.2 $319k 4.9k 65.10
Duke Energy (DUK) 0.2 $311k 3.5k 89.99
IDEXX Laboratories (IDXX) 0.2 $296k 1.3k 223.23
Celgene Corporation 0.2 $307k 3.2k 94.49
Vanguard Industrials ETF (VIS) 0.2 $305k 2.2k 139.91
Ishares Inc core msci emkt (IEMG) 0.2 $303k 5.9k 51.64
Arista Networks (ANET) 0.2 $307k 975.00 314.87
Ishares Tr etf msci usa (ESGU) 0.2 $297k 4.8k 62.06
eBay (EBAY) 0.2 $275k 7.4k 37.17
Vanguard Energy ETF (VDE) 0.2 $279k 3.1k 89.25
Ishares Tr msci eafe esg (ESGD) 0.2 $270k 4.3k 63.07
Comcast Corporation (CMCSA) 0.2 $263k 6.6k 39.92
Lowe's Companies (LOW) 0.2 $256k 2.3k 109.40
iShares Russell 1000 Growth Index (IWF) 0.2 $262k 1.7k 151.36
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $266k 5.8k 46.04
Hp (HPQ) 0.2 $258k 13k 19.46
Chubb (CB) 0.2 $257k 1.8k 139.90
Etf Managers Tr purefunds ise cy 0.2 $265k 6.6k 39.97
Ishares Tr esg 1 5 yr usd (SUSB) 0.2 $258k 10k 24.98
Badger Meter (BMI) 0.2 $246k 4.4k 55.73
Vanguard Telecommunication Services ETF (VOX) 0.2 $250k 3.0k 83.47
Fortive (FTV) 0.2 $239k 2.8k 83.89
Novartis (NVS) 0.2 $233k 2.4k 96.12
RPC (RES) 0.2 $229k 20k 11.42
Dowdupont 0.2 $228k 4.3k 53.22
Raytheon Company 0.1 $221k 1.2k 182.19
Kroger (KR) 0.1 $215k 8.8k 24.57
GlaxoSmithKline 0.1 $213k 5.1k 41.76
Ishares Trust Barclays (GNMA) 0.1 $223k 4.5k 49.50
CVS Caremark Corporation (CVS) 0.1 $208k 3.9k 53.87
Alliant Energy Corporation (LNT) 0.1 $203k 4.3k 47.17
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $209k 2.0k 106.42
SPDR S&P Biotech (XBI) 0.1 $206k 2.3k 90.75
iShares FTSE KLD 400 Social Idx (DSI) 0.1 $204k 1.9k 105.70