Bigelow Investment Advisors

Bigelow Investment Advisors as of June 30, 2019

Portfolio Holdings for Bigelow Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 7.1 $11M 36k 292.99
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.0 $6.0M 66k 89.85
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.9 $5.8M 110k 53.44
Schwab Strategic Tr us aggregate b (SCHZ) 3.8 $5.6M 106k 53.00
Vanguard Dividend Appreciation ETF (VIG) 3.1 $4.7M 41k 115.15
iShares S&P MidCap 400 Index (IJH) 2.9 $4.3M 22k 194.27
Schwab Strategic Tr us lrg cap etf (SCHX) 2.4 $3.6M 51k 70.19
Apple (AAPL) 2.3 $3.4M 17k 197.93
iShares S&P 500 Index (IVV) 2.0 $3.0M 10k 294.80
Microsoft Corporation (MSFT) 1.8 $2.6M 20k 133.98
Cisco Systems (CSCO) 1.5 $2.3M 42k 54.73
iShares Brclys Intrdte Gov/Crt Bd (GVI) 1.5 $2.2M 20k 112.28
Johnson & Johnson (JNJ) 1.4 $2.1M 15k 139.29
iShares Lehman Aggregate Bond (AGG) 1.4 $2.1M 19k 111.34
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.4 $2.1M 37k 56.94
Walt Disney Company (DIS) 1.4 $2.0M 15k 139.62
Vanguard Information Technology ETF (VGT) 1.3 $2.0M 9.4k 210.90
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $1.7M 22k 80.66
3M Company (MMM) 1.1 $1.7M 9.9k 173.38
Sch Us Mid-cap Etf etf (SCHM) 1.1 $1.6M 29k 57.08
Exxon Mobil Corporation (XOM) 1.1 $1.6M 21k 76.62
Intel Corporation (INTC) 1.0 $1.5M 32k 47.88
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.4M 18k 78.29
Vanguard Europe Pacific ETF (VEA) 0.9 $1.4M 34k 41.71
Schwab Strategic Tr sht tm us tres (SCHO) 0.9 $1.4M 27k 50.60
Merck & Co (MRK) 0.9 $1.4M 16k 83.88
Alphabet Inc Class C cs (GOOG) 0.9 $1.4M 1.3k 1081.23
International Business Machines (IBM) 0.9 $1.3M 9.8k 137.87
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.9 $1.3M 22k 61.40
Nextera Energy (NEE) 0.9 $1.3M 6.5k 204.92
Schwab U S Broad Market ETF (SCHB) 0.9 $1.3M 19k 70.52
Procter & Gamble Company (PG) 0.9 $1.3M 12k 109.62
Pepsi (PEP) 0.8 $1.2M 9.3k 131.12
Pfizer (PFE) 0.8 $1.1M 27k 43.31
iShares Russell 2000 Index (IWM) 0.8 $1.1M 7.3k 155.47
Verizon Communications (VZ) 0.8 $1.1M 20k 57.12
Norfolk Southern (NSC) 0.7 $1.1M 5.4k 199.30
UnitedHealth (UNH) 0.7 $1.1M 4.4k 244.06
Oracle Corporation (ORCL) 0.7 $1.0M 18k 56.97
Visa (V) 0.7 $1.0M 5.8k 173.55
General Dynamics Corporation (GD) 0.6 $948k 5.2k 181.89
iShares Russell Midcap Value Index (IWS) 0.6 $933k 11k 89.15
iShares Russell 2000 Value Index (IWN) 0.6 $941k 7.8k 120.52
Nike (NKE) 0.6 $921k 11k 83.97
Danaher Corporation (DHR) 0.6 $931k 6.5k 142.90
Vanguard Health Care ETF (VHT) 0.6 $930k 5.3k 173.99
Schwab Emerging Markets Equity ETF (SCHE) 0.6 $923k 35k 26.24
Alphabet Inc Class A cs (GOOGL) 0.6 $917k 847.00 1082.64
Ishares Tr fctsl msci int (INTF) 0.6 $879k 34k 26.25
Ecolab (ECL) 0.6 $862k 4.4k 197.34
Home Depot (HD) 0.6 $859k 4.1k 207.89
Schwab U S Small Cap ETF (SCHA) 0.6 $864k 12k 71.51
Medtronic (MDT) 0.6 $861k 8.8k 97.34
Schwab Strategic Tr 0 (SCHP) 0.6 $853k 15k 56.31
United Parcel Service (UPS) 0.5 $799k 7.7k 103.22
Vanguard Consumer Discretionary ETF (VCR) 0.5 $781k 4.4k 179.33
Schwab International Equity ETF (SCHF) 0.5 $775k 24k 32.10
JPMorgan Chase & Co. (JPM) 0.5 $763k 6.8k 111.78
At&t (T) 0.5 $751k 22k 33.50
iShares Barclays TIPS Bond Fund (TIP) 0.5 $753k 6.5k 115.54
Vanguard High Dividend Yield ETF (VYM) 0.5 $752k 8.6k 87.42
American Express Company (AXP) 0.5 $728k 5.9k 123.41
United Technologies Corporation 0.5 $729k 5.6k 130.18
iShares Dow Jones US Financial (IYF) 0.5 $730k 5.8k 125.54
Chevron Corporation (CVX) 0.5 $718k 5.8k 124.46
Berkshire Hathaway (BRK.B) 0.5 $686k 3.2k 213.18
Texas Instruments Incorporated (TXN) 0.5 $686k 6.0k 114.72
Starbucks Corporation (SBUX) 0.4 $650k 7.8k 83.81
Clorox Company (CLX) 0.4 $651k 4.3k 153.18
Facebook Inc cl a (META) 0.4 $650k 3.4k 192.99
MasterCard Incorporated (MA) 0.4 $621k 2.3k 264.37
Vanguard Financials ETF (VFH) 0.4 $630k 9.1k 69.04
Vanguard Consumer Staples ETF (VDC) 0.4 $601k 4.0k 148.76
Cummins (CMI) 0.4 $577k 3.4k 171.42
Cme (CME) 0.4 $571k 2.9k 194.22
Illinois Tool Works (ITW) 0.4 $565k 3.7k 150.87
SPDR Barclays Capital Convertible SecETF (CWB) 0.4 $561k 11k 52.86
Xcel Energy (XEL) 0.4 $554k 9.3k 59.54
Paypal Holdings (PYPL) 0.4 $546k 4.8k 114.44
TJX Companies (TJX) 0.4 $537k 10k 52.88
Cognizant Technology Solutions (CTSH) 0.3 $521k 8.2k 63.38
Amazon (AMZN) 0.3 $515k 272.00 1893.38
Schwab Strategic Tr us reit etf (SCHH) 0.3 $516k 12k 44.46
Bofi Holding (AX) 0.3 $529k 19k 27.22
U.S. Bancorp (USB) 0.3 $509k 9.7k 52.39
Vanguard Emerging Markets ETF (VWO) 0.3 $509k 12k 42.56
Gilead Sciences (GILD) 0.3 $495k 7.3k 67.60
Ishares Tr hdg msci eafe (HEFA) 0.3 $487k 16k 29.83
Becton, Dickinson and (BDX) 0.3 $480k 1.9k 251.97
McCormick & Company, Incorporated (MKC) 0.3 $470k 3.0k 154.96
iShares Gold Trust 0.3 $479k 36k 13.51
Ishares Trust Barclays (GNMA) 0.3 $481k 9.6k 50.15
Fastenal Company (FAST) 0.3 $459k 14k 32.58
Aqua America 0.3 $455k 11k 41.41
iShares FTSE KLD Select Scil Idx (SUSA) 0.3 $441k 3.6k 121.99
CSX Corporation (CSX) 0.3 $439k 5.7k 77.36
Abbott Laboratories (ABT) 0.3 $432k 5.1k 84.08
Thermo Fisher Scientific (TMO) 0.3 $430k 1.5k 293.52
Costco Wholesale Corporation (COST) 0.3 $423k 1.6k 264.38
Kimberly-Clark Corporation (KMB) 0.3 $417k 3.1k 133.14
Ishares Inc core msci emkt (IEMG) 0.3 $422k 8.2k 51.47
Schwab Strategic Tr cmn (SCHV) 0.3 $409k 7.3k 56.18
McDonald's Corporation (MCD) 0.3 $391k 1.9k 207.65
Colgate-Palmolive Company (CL) 0.3 $390k 5.4k 71.72
Vanguard Utilities ETF (VPU) 0.3 $395k 3.0k 132.77
IDEXX Laboratories (IDXX) 0.2 $375k 1.4k 275.13
Ishares Inc factorselect msc (EMGF) 0.2 $376k 8.9k 42.15
Nucor Corporation (NUE) 0.2 $358k 6.5k 55.03
iShares MSCI EAFE Index Fund (EFA) 0.2 $353k 5.4k 65.77
Prudential Financial (PRU) 0.2 $354k 3.5k 101.11
iShares Russell 1000 Growth Index (IWF) 0.2 $356k 2.3k 157.17
CVS Caremark Corporation (CVS) 0.2 $344k 6.3k 54.51
Schlumberger (SLB) 0.2 $344k 8.7k 39.75
Exelon Corporation (EXC) 0.2 $350k 7.3k 47.90
Vanguard Mid-Cap Value ETF (VOE) 0.2 $336k 3.0k 111.22
Ishares Tr etf msci usa (ESGU) 0.2 $336k 5.2k 64.45
Vanguard Short-Term Bond ETF (BSV) 0.2 $322k 4.0k 80.64
Eaton (ETN) 0.2 $325k 3.9k 83.21
Pure Storage Inc - Class A (PSTG) 0.2 $335k 22k 15.26
Waters Corporation (WAT) 0.2 $313k 1.5k 215.27
Vanguard Industrials ETF (VIS) 0.2 $318k 2.2k 145.87
Duke Energy (DUK) 0.2 $303k 3.4k 88.31
Ishares Tr msci eafe esg (ESGD) 0.2 $300k 4.7k 64.23
Comcast Corporation (CMCSA) 0.2 $284k 6.7k 42.27
General Mills (GIS) 0.2 $286k 5.5k 52.47
Bar Harbor Bankshares (BHB) 0.2 $279k 11k 26.63
Ishares Tr esg 1 5 yr usd (SUSB) 0.2 $276k 11k 25.37
Lowe's Companies (LOW) 0.2 $273k 2.7k 100.74
Badger Meter (BMI) 0.2 $263k 4.4k 59.58
General Motors Company (GM) 0.2 $270k 7.0k 38.57
Vanguard Energy ETF (VDE) 0.2 $266k 3.1k 85.09
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $262k 5.7k 46.15
Etf Managers Tr purefunds ise cy 0.2 $274k 6.9k 39.83
eBay (EBAY) 0.2 $261k 6.6k 39.50
Vanguard Telecommunication Services ETF (VOX) 0.2 $260k 3.0k 86.81
Arista Networks (ANET) 0.2 $258k 995.00 259.30
Teladoc (TDOC) 0.2 $251k 3.8k 66.35
Chubb (CB) 0.2 $261k 1.8k 147.04
Fortive (FTV) 0.2 $240k 2.9k 81.38
Robert Half International (RHI) 0.1 $222k 3.9k 56.92
Vanguard Mid-Cap ETF (VO) 0.1 $229k 1.4k 167.15
iShares FTSE KLD 400 Social Idx (DSI) 0.1 $220k 2.0k 109.18
Raytheon Company 0.1 $211k 1.2k 173.95
Kroger (KR) 0.1 $207k 9.6k 21.68
Deere & Company (DE) 0.1 $214k 1.3k 165.89
iShares Russell 1000 Value Index (IWD) 0.1 $208k 1.6k 127.14
Alliant Energy Corporation (LNT) 0.1 $211k 4.3k 49.02
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $213k 1.9k 109.91
Hp (HPQ) 0.1 $204k 9.8k 20.80
RPC (RES) 0.1 $145k 20k 7.23