Bigelow Investment Advisors

Bigelow Investment Advisors as of June 30, 2020

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 135 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.0 $11M 35k 308.37
Ishares Tr Sh Tr Crport Etf (IGSB) 5.6 $8.6M 157k 54.71
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.4 $8.3M 148k 56.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.9 $6.0M 63k 95.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.7 $5.7M 110k 51.63
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $4.9M 42k 117.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $4.7M 63k 74.10
Apple (AAPL) 2.9 $4.5M 12k 364.82
Ishares Tr Core S&p500 Etf (IVV) 2.1 $3.2M 10k 309.67
Microsoft Corporation (MSFT) 2.0 $3.2M 16k 203.52
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $3.0M 17k 177.80
Ishares Tr Intrm Gov Cr Etf (GVI) 1.7 $2.6M 22k 117.70
Ishares Tr Gnma Bond Etf (GNMA) 1.7 $2.6M 51k 51.37
Johnson & Johnson (JNJ) 1.5 $2.3M 16k 140.62
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $2.3M 19k 118.20
Ishares Tr Intrm Tr Crp Etf (IGIB) 1.4 $2.2M 36k 60.39
Cisco Systems (CSCO) 1.3 $2.0M 42k 46.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.7M 17k 101.53
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $1.6M 5.8k 278.74
Disney Walt Com Disney (DIS) 1.0 $1.6M 14k 111.50
Intel Corporation (INTC) 1.0 $1.5M 26k 59.82
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $1.5M 21k 73.47
Nextera Energy (NEE) 1.0 $1.5M 6.2k 240.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.5M 18k 82.66
Pepsi (PEP) 0.9 $1.4M 10k 132.22
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.3M 950.00 1413.68
3M Company (MMM) 0.9 $1.3M 8.5k 156.03
Procter & Gamble Company (PG) 0.8 $1.3M 11k 119.54
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.8 $1.3M 33k 38.78
UnitedHealth (UNH) 0.8 $1.3M 4.3k 294.84
Amazon (AMZN) 0.8 $1.3M 460.00 2758.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $1.3M 25k 50.59
Merck & Co (MRK) 0.8 $1.3M 16k 77.32
Verizon Communications (VZ) 0.8 $1.2M 22k 55.13
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.2M 18k 68.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.1M 21k 52.63
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.1M 19k 57.14
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 759.00 1417.65
Nike CL B (NKE) 0.7 $1.1M 11k 98.01
Danaher Corporation (DHR) 0.7 $1.0M 5.7k 176.81
Ishares Gold Trust Ishares 0.7 $1.0M 59k 16.99
Home Depot (HD) 0.6 $971k 3.9k 250.45
Oracle Corporation (ORCL) 0.6 $963k 17k 55.24
Pfizer (PFE) 0.6 $946k 29k 32.68
Paypal Holdings (PYPL) 0.6 $924k 5.3k 174.18
United Parcel Service CL B (UPS) 0.6 $913k 8.2k 111.19
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.6 $900k 16k 57.85
Ecolab (ECL) 0.6 $871k 4.4k 198.90
General Dynamics Corporation (GD) 0.6 $868k 5.8k 149.53
Visa Com Cl A (V) 0.5 $812k 4.2k 193.24
Medtronic SHS (MDT) 0.5 $807k 8.8k 91.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $805k 31k 26.01
Rollins (ROL) 0.5 $784k 19k 42.38
Norfolk Southern (NSC) 0.5 $778k 4.4k 175.46
Vanguard World Fds Health Car Etf (VHT) 0.5 $759k 3.9k 192.74
Texas Instruments Incorporated (TXN) 0.5 $753k 5.9k 126.94
Clorox Company (CLX) 0.5 $739k 3.4k 219.22
International Business Machines (IBM) 0.5 $738k 6.1k 120.84
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $729k 12k 60.06
Exxon Mobil Corporation (XOM) 0.5 $701k 16k 44.75
Mastercard Incorporated Cl A (MA) 0.5 $699k 2.4k 295.69
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $672k 5.0k 133.76
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $661k 4.9k 133.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $624k 9.6k 65.29
Dominion Resources (D) 0.4 $611k 7.5k 81.19
Ishares Tr Tips Bd Etf (TIP) 0.4 $609k 4.9k 123.06
Ishares Tr Russell 2000 Etf (IWM) 0.4 $598k 4.2k 143.27
Duke Energy Corp Com New (DUK) 0.4 $581k 7.3k 79.95
Starbucks Corporation (SBUX) 0.4 $580k 7.9k 73.60
Thermo Fisher Scientific (TMO) 0.4 $566k 1.6k 362.36
Xcel Energy (XEL) 0.4 $566k 9.1k 62.53
Ishares Tr Mbs Etf (MBB) 0.4 $565k 5.1k 110.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $561k 19k 29.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $559k 3.1k 178.37
Vanguard World Fds Utilities Etf (VPU) 0.4 $550k 4.5k 123.60
Ishares Tr U.s. Finls Etf (IYF) 0.4 $544k 4.9k 110.23
American Express Company (AXP) 0.3 $519k 5.4k 95.26
Kimberly-Clark Corporation (KMB) 0.3 $517k 3.7k 141.41
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $514k 3.4k 149.64
Mccormick & Co Com Non Vtg (MKC) 0.3 $513k 2.9k 179.37
Cme (CME) 0.3 $509k 3.1k 162.46
JPMorgan Chase & Co. (JPM) 0.3 $499k 5.3k 93.99
TJX Companies (TJX) 0.3 $497k 9.8k 50.55
IDEXX Laboratories (IDXX) 0.3 $496k 1.5k 330.01
Fastenal Company (FAST) 0.3 $454k 11k 42.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $450k 2.3k 191.82
Colgate-Palmolive Company (CL) 0.3 $449k 6.1k 73.32
Kroger (KR) 0.3 $446k 13k 33.83
Bristol Myers Squibb (BMY) 0.3 $439k 7.5k 58.79
Gilead Sciences (GILD) 0.3 $436k 5.7k 76.86
Becton, Dickinson and (BDX) 0.3 $431k 1.8k 239.44
Comcast Corp Cl A (CMCSA) 0.3 $430k 11k 39.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $427k 5.4k 78.81
Lowe's Companies (LOW) 0.3 $426k 3.2k 135.15
Ishares Tr Multifactor Intl (INTF) 0.3 $407k 18k 22.93
Abbott Laboratories (ABT) 0.3 $395k 4.3k 91.41
CVS Caremark Corporation (CVS) 0.3 $394k 6.1k 64.93
Ishares Core Msci Emkt (IEMG) 0.3 $389k 8.2k 47.64
NVIDIA Corporation (NVDA) 0.3 $386k 1.0k 379.55
FedEx Corporation (FDX) 0.2 $379k 2.7k 140.27
Facebook Cl A (META) 0.2 $376k 1.7k 226.92
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $375k 3.4k 109.23
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $373k 15k 24.32
Costco Wholesale Corporation (COST) 0.2 $370k 1.2k 303.28
Raytheon Technologies Corp (RTX) 0.2 $363k 5.9k 61.57
Ishares Tr Esg Msci Usa Etf (ESGU) 0.2 $359k 5.1k 70.01
Essential Utils (WTRG) 0.2 $356k 8.4k 42.28
CSX Corporation (CSX) 0.2 $336k 4.8k 69.75
Chevron Corporation (CVX) 0.2 $333k 3.7k 89.23
Illinois Tool Works (ITW) 0.2 $323k 1.8k 175.07
Teladoc (TDOC) 0.2 $320k 1.7k 190.59
Ishares Tr Esg Msci Eafe (ESGD) 0.2 $307k 5.1k 60.58
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $304k 2.6k 117.83
McDonald's Corporation (MCD) 0.2 $300k 1.6k 184.39
Cognizant Technology Solutio Cl A (CTSH) 0.2 $295k 5.2k 56.75
Us Bancorp Del Com New (USB) 0.2 $295k 8.0k 36.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $283k 3.4k 83.09
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $281k 2.3k 121.86
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $281k 10k 27.57
Eaton Corp SHS (ETN) 0.2 $277k 3.2k 87.63
Ishares Tr Msci Eafe Etf (EFA) 0.2 $274k 4.5k 60.85
At&t (T) 0.2 $264k 8.7k 30.23
eBay (EBAY) 0.2 $262k 5.0k 52.40
Boeing Company (BA) 0.2 $261k 1.4k 183.29
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $255k 9.2k 27.60
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $238k 4.2k 56.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $236k 6.0k 39.54
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.2 $233k 3.9k 60.46
Ishares Mlt Fctr Emg Mkt (EMGF) 0.2 $233k 5.9k 39.36
Ishares Tr Core Intl Aggr (IAGG) 0.1 $228k 4.1k 55.61
Pure Storage Cl A (PSTG) 0.1 $219k 13k 17.31
Cummins (CMI) 0.1 $209k 1.2k 173.30
Deere & Company (DE) 0.1 $205k 1.3k 157.09
Abbvie (ABBV) 0.1 $204k 2.1k 98.31
Chubb (CB) 0.1 $203k 1.6k 126.56