Bigelow Investment Advisors

Bigelow Investment Advisors as of Sept. 30, 2020

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 137 positions in its portfolio as reported in the September 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) 6.9 $12M 35k 334.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.9 $9.9M 177k 56.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.2 $8.8M 160k 54.91
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.2 $7.1M 138k 51.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.6 $6.0M 63k 95.80
Apple (AAPL) 3.3 $5.5M 48k 115.81
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $5.2M 41k 128.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $4.8M 60k 80.63
Ishares Tr Core S&p500 Etf (IVV) 2.5 $4.2M 12k 336.09
Microsoft Corporation (MSFT) 1.9 $3.2M 15k 210.34
Ishares Tr Gnma Bond Etf (GNMA) 1.8 $3.1M 61k 51.11
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $3.0M 16k 185.30
Ishares Tr Intrm Gov Cr Etf (GVI) 1.6 $2.6M 22k 117.72
Johnson & Johnson (JNJ) 1.4 $2.4M 16k 148.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $2.3M 37k 60.80
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $2.3M 19k 118.05
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $2.2M 44k 50.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.9M 17k 115.18
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $1.8M 5.8k 311.45
Disney Walt Com Disney (DIS) 1.0 $1.8M 14k 124.09
Nextera Energy (NEE) 1.0 $1.7M 6.1k 277.64
Cisco Systems (CSCO) 0.9 $1.6M 40k 39.38
Ishares Gold Trust Ishares 0.9 $1.5M 85k 17.99
Procter & Gamble Company (PG) 0.9 $1.5M 11k 138.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.5M 18k 82.86
Amazon (AMZN) 0.9 $1.5M 474.00 3147.68
Pepsi (PEP) 0.9 $1.5M 11k 138.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $1.4M 18k 79.66
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.4M 956.00 1469.67
United Parcel Service CL B (UPS) 0.8 $1.4M 8.2k 166.61
UnitedHealth (UNH) 0.8 $1.4M 4.4k 311.84
Verizon Communications (VZ) 0.8 $1.4M 23k 59.48
Nike CL B (NKE) 0.8 $1.4M 11k 125.54
Merck & Co (MRK) 0.8 $1.3M 16k 82.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.3M 33k 40.89
3M Company (MMM) 0.8 $1.3M 8.3k 160.18
Intel Corporation (INTC) 0.8 $1.3M 25k 51.77
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.2M 18k 70.21
Danaher Corporation (DHR) 0.7 $1.2M 5.7k 215.29
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.1M 19k 60.30
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 754.00 1465.52
Home Depot (HD) 0.6 $1.1M 3.9k 277.79
Pfizer (PFE) 0.6 $1.1M 29k 36.71
Paypal Holdings (PYPL) 0.6 $1.0M 5.3k 196.98
Oracle Corporation (ORCL) 0.6 $1.0M 17k 59.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.0M 18k 55.47
Norfolk Southern (NSC) 0.6 $951k 4.4k 214.04
Rollins (ROL) 0.6 $948k 18k 54.17
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $928k 16k 57.85
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $900k 15k 61.63
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $897k 34k 26.10
Medtronic SHS (MDT) 0.5 $893k 8.6k 103.96
Ecolab (ECL) 0.5 $873k 4.4k 199.95
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $863k 6.5k 133.63
Texas Instruments Incorporated (TXN) 0.5 $852k 6.0k 142.79
Visa Com Cl A (V) 0.5 $841k 4.2k 199.90
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $815k 5.5k 147.14
General Dynamics Corporation (GD) 0.5 $807k 5.8k 138.42
Vanguard World Fds Health Car Etf (VHT) 0.5 $799k 3.9k 203.93
Mastercard Incorporated Cl A (MA) 0.5 $799k 2.4k 337.99
Thermo Fisher Scientific (TMO) 0.4 $713k 1.6k 441.76
Clorox Company (CLX) 0.4 $712k 3.4k 210.22
Ishares Tr Mbs Etf (MBB) 0.4 $704k 6.4k 110.34
Duke Energy Corp Com New (DUK) 0.4 $702k 7.9k 88.61
International Business Machines (IBM) 0.4 $696k 5.7k 121.64
Starbucks Corporation (SBUX) 0.4 $682k 7.9k 85.96
FedEx Corporation (FDX) 0.4 $670k 2.7k 251.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $657k 3.1k 213.03
Dominion Resources (D) 0.4 $652k 8.3k 78.97
Ishares Tr Tips Bd Etf (TIP) 0.4 $637k 5.0k 126.41
Ishares Tr Russell 2000 Etf (IWM) 0.4 $615k 4.1k 149.85
IDEXX Laboratories (IDXX) 0.4 $593k 1.5k 392.98
Xcel Energy (XEL) 0.3 $581k 8.4k 68.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $575k 8.4k 68.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $566k 18k 31.40
Vanguard World Fds Utilities Etf (VPU) 0.3 $565k 4.4k 129.00
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $561k 3.4k 163.32
Mccormick & Co Com Non Vtg (MKC) 0.3 $557k 2.9k 194.01
TJX Companies (TJX) 0.3 $550k 9.9k 55.62
Kimberly-Clark Corporation (KMB) 0.3 $550k 3.7k 147.61
Lowe's Companies (LOW) 0.3 $546k 3.3k 165.76
Ishares Tr U.s. Finls Etf (IYF) 0.3 $541k 4.8k 113.42
American Express Company (AXP) 0.3 $528k 5.3k 100.17
NVIDIA Corporation (NVDA) 0.3 $522k 964.00 541.49
Comcast Corp Cl A (CMCSA) 0.3 $516k 11k 46.30
Cme (CME) 0.3 $515k 3.1k 167.32
JPMorgan Chase & Co. (JPM) 0.3 $513k 5.3k 96.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $490k 2.3k 217.01
Abbott Laboratories (ABT) 0.3 $474k 4.4k 108.77
Colgate-Palmolive Company (CL) 0.3 $472k 6.1k 77.07
Fastenal Company (FAST) 0.3 $471k 11k 45.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $469k 6.2k 76.15
Exxon Mobil Corporation (XOM) 0.3 $463k 14k 34.33
Bristol Myers Squibb (BMY) 0.3 $452k 7.5k 60.29
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $451k 4.1k 110.81
Costco Wholesale Corporation (COST) 0.3 $438k 1.2k 354.66
Facebook Cl A (META) 0.3 $437k 1.7k 261.99
Kroger (KR) 0.3 $435k 13k 33.89
Ishares Core Msci Emkt (IEMG) 0.3 $426k 8.1k 52.83
Becton, Dickinson and (BDX) 0.2 $419k 1.8k 232.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $398k 15k 26.73
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $392k 3.1k 128.06
CSX Corporation (CSX) 0.2 $374k 4.8k 77.72
Teladoc (TDOC) 0.2 $368k 1.7k 219.18
Ishares Tr Msci Intl Multft (INTF) 0.2 $368k 15k 24.29
Cognizant Technology Solutio Cl A (CTSH) 0.2 $359k 5.2k 69.44
Gilead Sciences (GILD) 0.2 $358k 5.7k 63.11
McDonald's Corporation (MCD) 0.2 $357k 1.6k 219.42
Raytheon Technologies Corp (RTX) 0.2 $356k 6.2k 57.47
Illinois Tool Works (ITW) 0.2 $356k 1.8k 192.95
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $316k 11k 27.70
Eaton Corp SHS (ETN) 0.2 $314k 3.1k 101.95
CVS Caremark Corporation (CVS) 0.2 $310k 5.3k 58.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $307k 3.8k 80.94
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $306k 4.8k 63.56
Ishares Tr Msci Eafe Etf (EFA) 0.2 $287k 4.5k 63.74
Deere & Company (DE) 0.2 $287k 1.3k 221.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $283k 3.4k 83.09
Us Bancorp Del Com New (USB) 0.2 $282k 7.9k 35.84
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $281k 2.3k 121.86
Ishares Tr Core Intl Aggr (IAGG) 0.2 $277k 5.0k 55.58
eBay (EBAY) 0.2 $261k 5.0k 52.20
Essential Utils (WTRG) 0.2 $260k 6.5k 40.29
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.2 $258k 3.7k 68.87
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $256k 9.3k 27.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $256k 4.7k 54.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $255k 5.9k 43.20
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $246k 4.4k 56.40
Adobe Systems Incorporated (ADBE) 0.1 $238k 486.00 489.71
Tesla Motors (TSLA) 0.1 $212k 495.00 428.28
Ishares Tr Rus 1000 Etf (IWB) 0.1 $210k 1.1k 187.50
Ishares Msci Emerg Mkt (EMGF) 0.1 $207k 4.7k 43.86
Boeing Company (BA) 0.1 $206k 1.2k 165.20
Chevron Corporation (CVX) 0.1 $205k 2.8k 72.11
Cummins (CMI) 0.1 $202k 956.00 211.30
Trane Technologies SHS (TT) 0.1 $201k 1.7k 121.38
Pure Storage Cl A (PSTG) 0.1 $181k 12k 15.40