Bigelow Investment Advisors

Bigelow Investment Advisors as of Sept. 30, 2019

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 151 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 6.8 $11M 36k 296.76
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 4.4 $6.9M 128k 53.67
Schwab Strategic Tr us aggregate b (SCHZ) 4.0 $6.3M 117k 53.85
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.8 $6.0M 66k 91.24
Vanguard Dividend Appreciation ETF (VIG) 3.1 $4.9M 41k 119.58
iShares S&P MidCap 400 Index (IJH) 2.7 $4.3M 22k 193.25
Apple (AAPL) 2.5 $3.9M 18k 223.98
Schwab Strategic Tr us lrg cap etf (SCHX) 2.4 $3.7M 53k 70.94
Schwab Strategic Tr sht tm us tres (SCHO) 2.4 $3.7M 74k 50.59
iShares S&P 500 Index (IVV) 2.1 $3.3M 11k 298.48
Microsoft Corporation (MSFT) 1.7 $2.7M 19k 139.04
iShares Brclys Intrdte Gov/Crt Bd (GVI) 1.4 $2.2M 20k 113.24
Cisco Systems (CSCO) 1.4 $2.1M 43k 49.41
iShares Lehman Aggregate Bond (AGG) 1.4 $2.1M 19k 113.15
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.3 $2.0M 35k 57.93
Vanguard Information Technology ETF (VGT) 1.3 $2.0M 9.4k 215.57
Exxon Mobil Corporation (XOM) 1.3 $2.0M 29k 70.59
Walt Disney Company (DIS) 1.2 $1.9M 15k 130.29
Johnson & Johnson (JNJ) 1.2 $1.9M 15k 129.35
Sch Us Mid-cap Etf etf (SCHM) 1.1 $1.8M 31k 56.54
Vanguard Short Term Corporate Bond ETF (VCSH) 1.1 $1.7M 21k 81.06
Intel Corporation (INTC) 1.1 $1.7M 32k 51.53
3M Company (MMM) 1.0 $1.6M 9.5k 164.41
Nextera Energy (NEE) 1.0 $1.5M 6.5k 233.03
Alphabet Inc Class C cs (GOOG) 1.0 $1.5M 1.2k 1219.18
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.5M 19k 77.86
Procter & Gamble Company (PG) 0.9 $1.5M 12k 124.37
Vanguard Europe Pacific ETF (VEA) 0.9 $1.4M 34k 41.08
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.9 $1.4M 23k 61.08
International Business Machines (IBM) 0.9 $1.4M 9.4k 145.47
Merck & Co (MRK) 0.9 $1.4M 16k 84.17
Schwab U S Broad Market ETF (SCHB) 0.8 $1.3M 19k 71.02
Pepsi (PEP) 0.8 $1.3M 9.2k 137.12
Verizon Communications (VZ) 0.7 $1.2M 19k 60.34
iShares Russell 2000 Index (IWM) 0.7 $1.1M 7.3k 151.36
Nike (NKE) 0.7 $1.0M 11k 93.88
Alphabet Inc Class A cs (GOOGL) 0.7 $1.0M 847.00 1220.78
Oracle Corporation (ORCL) 0.6 $1.0M 18k 55.02
Visa (V) 0.6 $986k 5.7k 171.96
Schwab U S Small Cap ETF (SCHA) 0.6 $989k 14k 69.73
Medtronic (MDT) 0.6 $984k 9.1k 108.62
Home Depot (HD) 0.6 $970k 4.2k 231.95
Norfolk Southern (NSC) 0.6 $957k 5.3k 179.58
General Dynamics Corporation (GD) 0.6 $952k 5.2k 182.66
Pfizer (PFE) 0.6 $930k 26k 35.92
United Parcel Service (UPS) 0.6 $931k 7.8k 119.82
Danaher Corporation (DHR) 0.6 $923k 6.4k 144.35
iShares Russell Midcap Value Index (IWS) 0.6 $935k 10k 89.69
iShares Russell 2000 Value Index (IWN) 0.6 $914k 7.7k 119.43
UnitedHealth (UNH) 0.6 $904k 4.2k 217.20
Vanguard Health Care ETF (VHT) 0.6 $900k 5.4k 167.75
Rollins (ROL) 0.6 $886k 26k 34.08
Ecolab (ECL) 0.5 $846k 4.3k 198.13
Schwab Emerging Markets Equity ETF (SCHE) 0.5 $849k 34k 25.12
At&t (T) 0.5 $837k 22k 37.84
JPMorgan Chase & Co. (JPM) 0.5 $809k 6.9k 117.76
Ishares Tr fctsl msci int (INTF) 0.5 $806k 32k 25.51
Texas Instruments Incorporated (TXN) 0.5 $782k 6.1k 129.26
Vanguard High Dividend Yield ETF (VYM) 0.5 $786k 8.9k 88.76
Vanguard Consumer Discretionary ETF (VCR) 0.5 $784k 4.4k 180.02
iShares Barclays TIPS Bond Fund (TIP) 0.5 $776k 6.7k 116.34
iShares Dow Jones US Financial (IYF) 0.5 $764k 5.9k 128.73
Schwab International Equity ETF (SCHF) 0.5 $777k 24k 31.85
Schwab Strategic Tr us reit etf (SCHH) 0.5 $776k 16k 47.19
United Technologies Corporation 0.5 $744k 5.5k 136.51
Chevron Corporation (CVX) 0.4 $690k 5.8k 118.52
Cme (CME) 0.4 $655k 3.1k 211.43
Berkshire Hathaway (BRK.B) 0.4 $662k 3.2k 207.91
Starbucks Corporation (SBUX) 0.4 $666k 7.5k 88.43
Vanguard Utilities ETF (VPU) 0.4 $663k 4.6k 143.66
MasterCard Incorporated (MA) 0.4 $644k 2.4k 271.50
American Express Company (AXP) 0.4 $648k 5.5k 118.21
Clorox Company (CLX) 0.4 $647k 4.3k 151.77
Vanguard Financials ETF (VFH) 0.4 $639k 9.1k 70.03
Vanguard Consumer Staples ETF (VDC) 0.4 $633k 4.0k 156.68
Ishares Trust Barclays (GNMA) 0.4 $623k 12k 50.30
Schwab Strategic Tr 0 (SCHP) 0.4 $617k 11k 56.76
Xcel Energy (XEL) 0.4 $598k 9.2k 64.88
Illinois Tool Works (ITW) 0.4 $586k 3.7k 156.48
iShares Gold Trust 0.4 $588k 42k 14.09
TJX Companies (TJX) 0.4 $573k 10k 55.73
Facebook Inc cl a (META) 0.4 $565k 3.2k 177.95
Cummins (CMI) 0.3 $543k 3.3k 162.72
SPDR Barclays Capital Convertible SecETF (CWB) 0.3 $543k 10k 52.45
Paypal Holdings (PYPL) 0.3 $554k 5.4k 103.53
Ishares Tr esg 1 5 yr usd (SUSB) 0.3 $558k 22k 25.43
iShares FTSE KLD Select Scil Idx (SUSA) 0.3 $529k 4.3k 123.60
Cognizant Technology Solutions (CTSH) 0.3 $516k 8.6k 60.27
CVS Caremark Corporation (CVS) 0.3 $525k 8.3k 63.11
U.S. Bancorp (USB) 0.3 $502k 9.1k 55.30
Amazon (AMZN) 0.3 $507k 292.00 1736.30
Becton, Dickinson and (BDX) 0.3 $482k 1.9k 253.02
McCormick & Company, Incorporated (MKC) 0.3 $489k 3.1k 156.18
Vanguard Emerging Markets ETF (VWO) 0.3 $482k 12k 40.30
Ishares Tr hdg msci eafe (HEFA) 0.3 $489k 16k 29.93
Schwab Strategic Tr cmn (SCHV) 0.3 $455k 8.0k 56.68
Kimberly-Clark Corporation (KMB) 0.3 $445k 3.1k 142.08
Gilead Sciences (GILD) 0.3 $434k 6.8k 63.39
Fastenal Company (FAST) 0.3 $444k 14k 32.67
Bofi Holding (AX) 0.3 $434k 16k 27.62
Costco Wholesale Corporation (COST) 0.3 $432k 1.5k 288.00
Abbott Laboratories (ABT) 0.3 $430k 5.1k 83.69
Aqua America 0.3 $425k 9.5k 44.79
Ishares Inc core msci emkt (IEMG) 0.3 $427k 8.7k 49.03
McDonald's Corporation (MCD) 0.3 $404k 1.9k 214.55
Thermo Fisher Scientific (TMO) 0.3 $406k 1.4k 291.04
CSX Corporation (CSX) 0.2 $393k 5.7k 69.25
IDEXX Laboratories (IDXX) 0.2 $401k 1.5k 272.23
Colgate-Palmolive Company (CL) 0.2 $400k 5.4k 73.56
iShares MSCI EAFE Index Fund (EFA) 0.2 $367k 5.6k 65.27
Pure Storage Inc - Class A (PSTG) 0.2 $362k 21k 16.96
Ishares Inc factorselect msc (EMGF) 0.2 $365k 8.9k 40.92
Comcast Corporation (CMCSA) 0.2 $339k 7.5k 45.10
Vanguard Mid-Cap Value ETF (VOE) 0.2 $341k 3.0k 112.88
Duke Energy (DUK) 0.2 $339k 3.5k 95.74
Kroger (KR) 0.2 $331k 13k 25.76
Exelon Corporation (EXC) 0.2 $331k 6.9k 48.27
Lowe's Companies (LOW) 0.2 $334k 3.0k 110.05
Vanguard Short-Term Bond ETF (BSV) 0.2 $323k 4.0k 80.89
iShares Russell 1000 Growth Index (IWF) 0.2 $336k 2.1k 159.47
Vanguard Industrials ETF (VIS) 0.2 $318k 2.2k 145.87
Eaton (ETN) 0.2 $320k 3.8k 83.16
Ishares Tr msci eafe esg (ESGD) 0.2 $316k 4.9k 64.12
Nucor Corporation (NUE) 0.2 $298k 5.9k 50.90
Schlumberger (SLB) 0.2 $292k 8.6k 34.14
General Motors Company (GM) 0.2 $300k 8.0k 37.50
Ishares Tr etf msci usa (ESGU) 0.2 $306k 4.7k 65.34
Waters Corporation (WAT) 0.2 $279k 1.2k 223.38
Prudential Financial (PRU) 0.2 $289k 3.2k 90.09
Arista Networks (ANET) 0.2 $278k 1.2k 238.63
Chubb (CB) 0.2 $280k 1.7k 161.29
General Mills (GIS) 0.2 $272k 4.9k 55.22
eBay (EBAY) 0.2 $251k 6.4k 38.99
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $251k 2.3k 111.06
Vanguard Energy ETF (VDE) 0.2 $244k 3.1k 78.06
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $256k 5.5k 46.40
Teladoc (TDOC) 0.2 $256k 3.8k 67.83
Etf Managers Tr purefunds ise cy 0.2 $253k 6.8k 37.45
Bar Harbor Bankshares (BHB) 0.1 $241k 9.7k 24.97
Vanguard Telecommunication Services ETF (VOX) 0.1 $232k 2.7k 86.73
Raytheon Company 0.1 $228k 1.2k 196.04
Deere & Company (DE) 0.1 $218k 1.3k 168.99
Robert Half International (RHI) 0.1 $217k 3.9k 55.64
Badger Meter (BMI) 0.1 $214k 4.0k 53.58
Vanguard Mid-Cap ETF (VO) 0.1 $219k 1.3k 167.94
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $216k 1.9k 113.21
NVIDIA Corporation (NVDA) 0.1 $211k 1.2k 174.38
iShares Russell 1000 Value Index (IWD) 0.1 $210k 1.6k 128.36
Alliant Energy Corporation (LNT) 0.1 $205k 3.8k 53.89
Vanguard REIT ETF (VNQ) 0.1 $202k 2.2k 93.17
RPC (RES) 0.1 $120k 22k 5.59