Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2020

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 133 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 6.5 $8.7M 34k 257.76
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 6.3 $8.4M 161k 52.36
Schwab Strategic Tr us aggregate b (SCHZ) 4.4 $5.9M 109k 54.27
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.1 $5.5M 63k 87.10
Schwab Strategic Tr sht tm us tres (SCHO) 3.5 $4.7M 91k 51.73
Vanguard Dividend Appreciation ETF (VIG) 3.3 $4.3M 42k 103.38
Schwab Strategic Tr us lrg cap etf (SCHX) 2.9 $3.9M 64k 61.25
Apple (AAPL) 2.6 $3.5M 14k 254.27
iShares S&P MidCap 400 Index (IJH) 2.2 $2.9M 20k 143.84
Microsoft Corporation (MSFT) 2.1 $2.8M 18k 157.73
iShares S&P 500 Index (IVV) 2.1 $2.8M 11k 258.40
iShares Brclys Intrdte Gov/Crt Bd (GVI) 1.8 $2.4M 21k 114.73
iShares Lehman Aggregate Bond (AGG) 1.7 $2.2M 19k 115.37
Johnson & Johnson (JNJ) 1.6 $2.1M 16k 131.14
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.5 $1.9M 35k 54.93
Vanguard Short Term Corporate Bond ETF (VCSH) 1.3 $1.7M 21k 79.11
Cisco Systems (CSCO) 1.2 $1.6M 42k 39.31
Intel Corporation (INTC) 1.2 $1.6M 29k 54.11
Vanguard Information Technology ETF (VGT) 1.1 $1.5M 7.2k 211.94
Nextera Energy (NEE) 1.1 $1.5M 6.3k 240.69
Sch Us Mid-cap Etf etf (SCHM) 1.1 $1.4M 33k 42.17
Walt Disney Company (DIS) 1.0 $1.4M 14k 96.58
Schwab U S Broad Market ETF (SCHB) 1.0 $1.3M 21k 60.41
Procter & Gamble Company (PG) 0.9 $1.2M 11k 109.97
Merck & Co (MRK) 0.9 $1.2M 16k 76.92
Ishares Trust Barclays (GNMA) 0.9 $1.2M 24k 51.59
Alphabet Inc Class C cs (GOOG) 0.9 $1.2M 1.0k 1163.23
3M Company (MMM) 0.9 $1.2M 8.6k 136.53
Vanguard Europe Pacific ETF (VEA) 0.9 $1.1M 34k 33.35
Pepsi (PEP) 0.8 $1.1M 9.4k 120.08
iShares S&P SmallCap 600 Index (IJR) 0.8 $1.1M 19k 56.09
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.8 $1.1M 22k 49.88
UnitedHealth (UNH) 0.8 $1.0M 4.1k 249.33
Verizon Communications (VZ) 0.8 $1.0M 19k 53.74
International Business Machines (IBM) 0.7 $941k 8.5k 110.97
Amazon (AMZN) 0.7 $930k 477.00 1949.69
Exxon Mobil Corporation (XOM) 0.7 $925k 24k 37.98
Nike (NKE) 0.7 $902k 11k 82.73
Alphabet Inc Class A cs (GOOGL) 0.7 $899k 774.00 1161.50
Pfizer (PFE) 0.7 $893k 27k 32.63
Medtronic (MDT) 0.7 $879k 9.8k 90.15
Oracle Corporation (ORCL) 0.7 $872k 18k 48.32
Schwab U S Small Cap ETF (SCHA) 0.6 $849k 17k 51.54
Danaher Corporation (DHR) 0.6 $805k 5.8k 138.46
Visa (V) 0.6 $787k 4.9k 161.04
Ishares Tr fltg rate nt (FLOT) 0.6 $779k 16k 48.75
Home Depot (HD) 0.5 $732k 3.9k 186.83
iShares Gold Trust 0.5 $719k 48k 15.07
General Dynamics Corporation (GD) 0.5 $711k 5.4k 132.35
United Parcel Service (UPS) 0.5 $701k 7.5k 93.35
Ecolab (ECL) 0.5 $699k 4.5k 155.89
Schwab Strategic Tr 0 (SCHP) 0.5 $688k 12k 57.52
Rollins (ROL) 0.5 $669k 19k 36.16
Vanguard Health Care ETF (VHT) 0.5 $665k 4.0k 166.13
JPMorgan Chase & Co. (JPM) 0.5 $655k 7.3k 90.10
Norfolk Southern (NSC) 0.5 $641k 4.4k 145.95
Berkshire Hathaway (BRK.B) 0.5 $627k 3.4k 182.91
iShares Russell 2000 Index (IWM) 0.5 $623k 5.4k 114.48
Ishares Tr esg 1 5 yr usd (SUSB) 0.5 $616k 25k 24.92
Schwab International Equity ETF (SCHF) 0.5 $604k 23k 25.83
Clorox Company (CLX) 0.4 $593k 3.4k 173.19
iShares Barclays TIPS Bond Fund (TIP) 0.4 $583k 4.9k 117.85
MasterCard Incorporated (MA) 0.4 $575k 2.4k 241.60
Xcel Energy (XEL) 0.4 $563k 9.3k 60.25
Cme (CME) 0.4 $562k 3.2k 173.03
Texas Instruments Incorporated (TXN) 0.4 $545k 5.5k 99.89
iShares FTSE KLD Select Scil Idx (SUSA) 0.4 $539k 4.9k 109.78
Starbucks Corporation (SBUX) 0.4 $529k 8.0k 65.76
TJX Companies (TJX) 0.4 $506k 11k 47.78
Vanguard Utilities ETF (VPU) 0.4 $505k 4.1k 121.98
Paypal Holdings (PYPL) 0.4 $504k 5.3k 95.82
American Express Company (AXP) 0.4 $496k 5.8k 85.69
Ishares Tr fctsl msci int (INTF) 0.4 $485k 24k 20.28
Vanguard High Dividend Yield ETF (VYM) 0.4 $481k 6.8k 70.74
Schwab Emerging Markets Equity ETF (SCHE) 0.4 $480k 23k 20.69
CVS Caremark Corporation (CVS) 0.4 $475k 8.0k 59.31
Vanguard Consumer Staples ETF (VDC) 0.4 $473k 3.4k 137.70
iShares Dow Jones US Financial (IYF) 0.4 $471k 4.8k 97.21
Gilead Sciences (GILD) 0.3 $454k 6.1k 74.76
Illinois Tool Works (ITW) 0.3 $447k 3.1k 142.13
Kimberly-Clark Corporation (KMB) 0.3 $431k 3.4k 127.89
Teladoc (TDOC) 0.3 $423k 2.7k 155.17
Becton, Dickinson and (BDX) 0.3 $409k 1.8k 229.78
IDEXX Laboratories (IDXX) 0.3 $406k 1.7k 241.95
Colgate-Palmolive Company (CL) 0.3 $406k 6.1k 66.30
iShares Russell 2000 Value Index (IWN) 0.3 $405k 4.9k 82.12
Cognizant Technology Solutions (CTSH) 0.3 $397k 8.5k 46.46
FedEx Corporation (FDX) 0.3 $396k 3.3k 121.21
McCormick & Company, Incorporated (MKC) 0.3 $395k 2.8k 141.07
iShares Russell Midcap Value Index (IWS) 0.3 $386k 6.0k 64.13
Cummins (CMI) 0.3 $380k 2.8k 135.38
Abbott Laboratories (ABT) 0.3 $378k 4.8k 78.91
At&t (T) 0.3 $376k 13k 29.12
Comcast Corporation (CMCSA) 0.3 $374k 11k 34.39
Fastenal Company (FAST) 0.3 $370k 12k 31.29
Boeing Company (BA) 0.3 $355k 2.4k 149.03
Facebook Inc cl a (META) 0.3 $355k 2.1k 166.98
Kroger (KR) 0.3 $355k 12k 30.08
NVIDIA Corporation (NVDA) 0.3 $354k 1.3k 263.79
Costco Wholesale Corporation (COST) 0.3 $348k 1.2k 285.25
Chevron Corporation (CVX) 0.3 $345k 4.8k 72.36
Essential Utils (WTRG) 0.3 $343k 8.4k 40.74
Ishares Inc core msci emkt (IEMG) 0.3 $341k 8.4k 40.43
iShares Russell 1000 Growth Index (IWF) 0.3 $336k 2.2k 150.61
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $335k 3.5k 96.82
Vanguard Emerging Markets ETF (VWO) 0.2 $324k 9.7k 33.55
United Technologies Corporation 0.2 $321k 3.4k 94.22
iShares Lehman MBS Bond Fund (MBB) 0.2 $318k 2.9k 110.61
Vanguard Short-Term Bond ETF (BSV) 0.2 $314k 3.8k 82.13
Ishares Tr msci eafe esg (ESGD) 0.2 $311k 5.8k 53.18
Thermo Fisher Scientific (TMO) 0.2 $311k 1.1k 284.02
iShares MSCI EAFE Index Fund (EFA) 0.2 $302k 5.7k 53.44
CSX Corporation (CSX) 0.2 $300k 5.2k 57.39
Ishares Tr hdg msci eafe (HEFA) 0.2 $292k 12k 24.25
Ishares Tr etf msci usa (ESGU) 0.2 $290k 5.0k 57.45
U.S. Bancorp (USB) 0.2 $289k 8.4k 34.43
Duke Energy (DUK) 0.2 $282k 3.5k 81.01
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $280k 2.3k 121.42
Lowe's Companies (LOW) 0.2 $277k 3.2k 86.00
McDonald's Corporation (MCD) 0.2 $271k 1.6k 165.55
Bristol Myers Squibb (BMY) 0.2 $265k 4.8k 55.68
Eaton (ETN) 0.2 $250k 3.2k 77.59
Dominion Resources (D) 0.2 $250k 3.5k 72.07
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $236k 2.4k 97.52
Vanguard Mid-Cap Value ETF (VOE) 0.2 $226k 2.8k 81.41
Exelon Corporation (EXC) 0.2 $224k 6.1k 36.83
Ishares Inc factorselect msc (EMGF) 0.2 $223k 6.5k 34.36
SPDR Barclays Capital Convertible SecETF (CWB) 0.2 $220k 4.6k 47.83
Arista Networks (ANET) 0.2 $219k 1.1k 202.78
Ishares Tr core intl aggr (IAGG) 0.2 $216k 4.0k 54.61
Badger Meter (BMI) 0.2 $214k 4.0k 53.58
Pure Storage Inc - Class A (PSTG) 0.1 $186k 15k 12.30
RPC (RES) 0.0 $33k 16k 2.06