Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2019

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 156 positions in its portfolio as reported in the December 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 $12M 36k 321.86
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 5.2 $8.8M 165k 53.63
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.7 $6.3M 69k 91.34
Schwab Strategic Tr us aggregate b (SCHZ) 3.7 $6.2M 117k 53.43
Vanguard Dividend Appreciation ETF (VIG) 3.1 $5.3M 42k 124.66
Apple (AAPL) 2.9 $5.0M 17k 293.65
iShares S&P MidCap 400 Index (IJH) 2.7 $4.6M 22k 205.82
Schwab Strategic Tr sht tm us tres (SCHO) 2.5 $4.3M 86k 50.48
Schwab Strategic Tr us lrg cap etf (SCHX) 2.5 $4.3M 55k 76.81
iShares S&P 500 Index (IVV) 2.1 $3.6M 11k 323.27
Microsoft Corporation (MSFT) 1.7 $2.9M 19k 157.68
Johnson & Johnson (JNJ) 1.4 $2.4M 17k 145.88
iShares Brclys Intrdte Gov/Crt Bd (GVI) 1.4 $2.4M 21k 112.68
Vanguard Information Technology ETF (VGT) 1.4 $2.3M 9.4k 244.88
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.3 $2.2M 38k 57.97
iShares Lehman Aggregate Bond (AGG) 1.3 $2.2M 19k 112.35
Cisco Systems (CSCO) 1.2 $2.1M 44k 47.97
Walt Disney Company (DIS) 1.2 $2.0M 14k 144.66
Exxon Mobil Corporation (XOM) 1.1 $1.9M 28k 69.77
Sch Us Mid-cap Etf etf (SCHM) 1.1 $1.9M 32k 60.14
Intel Corporation (INTC) 1.1 $1.9M 32k 59.86
Vanguard Short Term Corporate Bond ETF (VCSH) 1.0 $1.7M 21k 81.04
3M Company (MMM) 1.0 $1.7M 9.4k 176.46
Alphabet Inc Class C cs (GOOG) 1.0 $1.7M 1.2k 1337.12
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.6M 19k 83.85
Nextera Energy (NEE) 0.9 $1.6M 6.5k 242.21
Schwab U S Broad Market ETF (SCHB) 0.9 $1.6M 20k 76.86
Vanguard Europe Pacific ETF (VEA) 0.9 $1.5M 34k 44.07
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.9 $1.5M 23k 65.24
Merck & Co (MRK) 0.9 $1.5M 16k 90.96
Procter & Gamble Company (PG) 0.8 $1.4M 12k 124.89
International Business Machines (IBM) 0.7 $1.3M 9.4k 134.03
Pepsi (PEP) 0.7 $1.2M 9.0k 136.70
UnitedHealth (UNH) 0.7 $1.2M 4.2k 294.05
iShares Russell 2000 Index (IWM) 0.7 $1.2M 7.3k 165.71
Verizon Communications (VZ) 0.7 $1.2M 19k 61.40
Schwab U S Small Cap ETF (SCHA) 0.7 $1.1M 15k 75.62
Alphabet Inc Class A cs (GOOGL) 0.7 $1.1M 844.00 1338.86
Nike (NKE) 0.7 $1.1M 11k 101.34
Visa (V) 0.6 $1.0M 5.5k 187.84
Vanguard Health Care ETF (VHT) 0.6 $1.0M 5.4k 191.71
Medtronic (MDT) 0.6 $1.0M 9.1k 113.45
Pfizer (PFE) 0.6 $1.0M 26k 39.19
iShares Russell Midcap Value Index (IWS) 0.6 $988k 10k 94.75
iShares Russell 2000 Value Index (IWN) 0.6 $991k 7.7k 128.63
Norfolk Southern (NSC) 0.6 $979k 5.0k 194.09
JPMorgan Chase & Co. (JPM) 0.6 $962k 6.9k 139.34
Danaher Corporation (DHR) 0.6 $962k 6.3k 153.55
Oracle Corporation (ORCL) 0.6 $963k 18k 53.00
Schwab Emerging Markets Equity ETF (SCHE) 0.6 $937k 34k 27.36
General Dynamics Corporation (GD) 0.5 $919k 5.2k 176.32
Home Depot (HD) 0.5 $905k 4.1k 218.44
United Parcel Service (UPS) 0.5 $912k 7.8k 117.12
Ishares Trust Barclays (GNMA) 0.5 $895k 18k 50.21
Ishares Tr fctsl msci int (INTF) 0.5 $860k 32k 27.04
Ecolab (ECL) 0.5 $836k 4.3k 193.03
Vanguard High Dividend Yield ETF (VYM) 0.5 $830k 8.9k 93.73
Schwab International Equity ETF (SCHF) 0.5 $831k 25k 33.62
United Technologies Corporation 0.5 $816k 5.5k 149.72
Vanguard Consumer Discretionary ETF (VCR) 0.5 $825k 4.4k 189.44
iShares Dow Jones US Financial (IYF) 0.5 $818k 5.9k 137.83
Texas Instruments Incorporated (TXN) 0.5 $780k 6.1k 128.31
Berkshire Hathaway (BRK.B) 0.4 $745k 3.3k 226.51
At&t (T) 0.4 $757k 19k 39.08
MasterCard Incorporated (MA) 0.4 $709k 2.4k 298.40
Rollins (ROL) 0.4 $713k 22k 33.16
Chevron Corporation (CVX) 0.4 $703k 5.8k 120.48
Vanguard Financials ETF (VFH) 0.4 $693k 9.1k 76.32
American Express Company (AXP) 0.4 $686k 5.5k 124.57
Starbucks Corporation (SBUX) 0.4 $665k 7.6k 87.89
Cme (CME) 0.4 $645k 3.2k 200.87
iShares Gold Trust 0.4 $653k 45k 14.50
Vanguard Consumer Staples ETF (VDC) 0.4 $656k 4.1k 161.18
Ishares Tr esg 1 5 yr usd (SUSB) 0.4 $649k 26k 25.41
TJX Companies (TJX) 0.4 $631k 10k 61.05
Illinois Tool Works (ITW) 0.4 $637k 3.5k 179.69
CVS Caremark Corporation (CVS) 0.4 $619k 8.3k 74.31
iShares FTSE KLD Select Scil Idx (SUSA) 0.4 $608k 4.5k 133.92
Vanguard Utilities ETF (VPU) 0.4 $612k 4.3k 142.82
Aqua America 0.3 $593k 13k 46.94
iShares Barclays TIPS Bond Fund (TIP) 0.3 $590k 5.1k 116.49
Cummins (CMI) 0.3 $581k 3.2k 178.88
Xcel Energy (XEL) 0.3 $588k 9.3k 63.46
SPDR Barclays Capital Convertible SecETF (CWB) 0.3 $577k 10k 55.52
Paypal Holdings (PYPL) 0.3 $579k 5.4k 108.20
Schwab Strategic Tr 0 (SCHP) 0.3 $566k 10k 56.66
Schwab Strategic Tr us reit etf (SCHH) 0.3 $557k 12k 45.97
Cognizant Technology Solutions (CTSH) 0.3 $544k 8.8k 61.99
Amazon (AMZN) 0.3 $547k 296.00 1847.97
Clorox Company (CLX) 0.3 $523k 3.4k 153.42
McCormick & Company, Incorporated (MKC) 0.3 $532k 3.1k 169.75
Vanguard Emerging Markets ETF (VWO) 0.3 $532k 12k 44.48
Becton, Dickinson and (BDX) 0.3 $518k 1.9k 271.92
Schwab Strategic Tr cmn (SCHV) 0.3 $516k 8.6k 60.06
Ishares Tr hdg msci eafe (HEFA) 0.3 $509k 17k 30.51
Fastenal Company (FAST) 0.3 $502k 14k 36.94
Ishares Tr fltg rate nt (FLOT) 0.3 $499k 9.8k 50.94
Facebook Inc cl a (META) 0.3 $491k 2.4k 205.35
Comcast Corporation (CMCSA) 0.3 $477k 11k 44.95
Bofi Holding (AX) 0.3 $470k 16k 30.30
Ishares Inc core msci emkt (IEMG) 0.3 $468k 8.7k 53.77
U.S. Bancorp (USB) 0.3 $443k 7.5k 59.27
Costco Wholesale Corporation (COST) 0.3 $441k 1.5k 294.00
Thermo Fisher Scientific (TMO) 0.3 $437k 1.3k 324.91
Gilead Sciences (GILD) 0.3 $444k 6.8k 64.93
Abbott Laboratories (ABT) 0.2 $431k 5.0k 86.81
Kimberly-Clark Corporation (KMB) 0.2 $431k 3.1k 137.61
CSX Corporation (CSX) 0.2 $411k 5.7k 72.42
Kroger (KR) 0.2 $404k 14k 28.96
Colgate-Palmolive Company (CL) 0.2 $416k 6.0k 68.90
Ishares Inc factorselect msc (EMGF) 0.2 $412k 9.0k 45.58
IDEXX Laboratories (IDXX) 0.2 $385k 1.5k 261.37
iShares MSCI EAFE Index Fund (EFA) 0.2 $392k 5.7k 69.37
McDonald's Corporation (MCD) 0.2 $372k 1.9k 197.56
iShares Russell 1000 Growth Index (IWF) 0.2 $373k 2.1k 175.86
Eaton (ETN) 0.2 $367k 3.9k 94.83
Lowe's Companies (LOW) 0.2 $354k 3.0k 119.84
Vanguard Mid-Cap Value ETF (VOE) 0.2 $357k 3.0k 119.16
Pure Storage Inc - Class A (PSTG) 0.2 $358k 21k 17.09
Ishares Tr msci eafe esg (ESGD) 0.2 $350k 5.1k 68.72
Schlumberger (SLB) 0.2 $334k 8.3k 40.21
Vanguard Industrials ETF (VIS) 0.2 $335k 2.2k 153.67
Ishares Tr etf msci usa (ESGU) 0.2 $339k 4.7k 71.40
Bristol Myers Squibb (BMY) 0.2 $325k 5.1k 64.12
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $323k 2.8k 114.46
Duke Energy (DUK) 0.2 $323k 3.5k 91.22
Teladoc (TDOC) 0.2 $316k 3.8k 83.73
Exelon Corporation (EXC) 0.2 $313k 6.9k 45.65
Prudential Financial (PRU) 0.2 $304k 3.2k 93.86
Vanguard Short-Term Bond ETF (BSV) 0.2 $312k 3.9k 80.66
NVIDIA Corporation (NVDA) 0.2 $289k 1.2k 234.96
Waters Corporation (WAT) 0.2 $292k 1.2k 233.79
General Motors Company (GM) 0.2 $289k 7.9k 36.58
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $271k 2.3k 119.91
Chubb (CB) 0.2 $270k 1.7k 155.53
Etf Managers Tr purefunds ise cy 0.2 $280k 6.8k 41.45
General Mills (GIS) 0.1 $261k 4.9k 53.53
Badger Meter (BMI) 0.1 $259k 4.0k 64.85
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $251k 2.3k 110.28
Vanguard Telecommunication Services ETF (VOX) 0.1 $251k 2.7k 93.83
Vanguard Energy ETF (VDE) 0.1 $253k 3.1k 81.59
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.1 $257k 5.5k 46.58
Dominion Resources (D) 0.1 $233k 2.8k 82.68
Raytheon Company 0.1 $239k 1.1k 219.67
eBay (EBAY) 0.1 $232k 6.4k 36.04
Robert Half International (RHI) 0.1 $246k 3.9k 63.08
Vanguard Mid-Cap ETF (VO) 0.1 $232k 1.3k 177.91
Arista Networks (ANET) 0.1 $240k 1.2k 203.39
Deere & Company (DE) 0.1 $224k 1.3k 173.64
iShares Russell 1000 Value Index (IWD) 0.1 $223k 1.6k 136.31
Abbvie (ABBV) 0.1 $220k 2.5k 88.53
Novartis (NVS) 0.1 $201k 2.1k 94.63
Alliant Energy Corporation (LNT) 0.1 $208k 3.8k 54.68
SPDR MSCI ACWI ex-US (CWI) 0.1 $201k 7.8k 25.80
Ishares Inc msci em esg se (ESGE) 0.1 $206k 5.7k 35.93
RPC (RES) 0.1 $113k 22k 5.26