Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2020

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 138 positions in its portfolio as reported in the December 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) 6.7 $13M 34k 373.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.0 $11M 203k 56.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.0 $9.4M 170k 55.17
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.4 $8.3M 162k 51.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.4 $6.4M 66k 97.15
Apple (AAPL) 3.1 $5.9M 45k 132.68
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $5.8M 41k 141.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $5.5M 61k 90.94
Ishares Tr Core S&p500 Etf (IVV) 2.7 $5.1M 14k 375.38
Ishares Tr Gnma Bond Etf (GNMA) 2.5 $4.6M 91k 51.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.9 $3.6M 72k 50.71
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $3.4M 15k 229.81
Microsoft Corporation (MSFT) 1.8 $3.3M 15k 222.42
Ishares Tr Intrm Gov Cr Etf (GVI) 1.4 $2.7M 23k 117.64
Johnson & Johnson (JNJ) 1.4 $2.6M 17k 157.40
Walt Disney Company (DIS) 1.4 $2.6M 14k 181.18
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $2.4M 40k 61.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $2.4M 19k 128.40
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.3M 19k 118.18
Nextera Energy (NEE) 1.0 $1.9M 24k 77.14
Ishares Gold Trust Ishares 0.9 $1.8M 98k 18.13
Cisco Systems (CSCO) 0.9 $1.7M 38k 44.75
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $1.7M 29k 58.51
UnitedHealth (UNH) 0.9 $1.7M 4.8k 350.64
Amazon (AMZN) 0.9 $1.7M 515.00 3256.31
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.7M 946.00 1751.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.7M 18k 91.00
Pepsi (PEP) 0.9 $1.6M 11k 148.31
Procter & Gamble Company (PG) 0.8 $1.6M 11k 139.15
3M Company (MMM) 0.8 $1.5M 8.7k 174.75
Nike CL B (NKE) 0.8 $1.5M 11k 141.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.5M 32k 47.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.5M 18k 83.23
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 15k 91.92
Verizon Communications (VZ) 0.7 $1.4M 24k 58.75
United Parcel Service CL B (UPS) 0.7 $1.4M 8.1k 168.45
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.3M 19k 69.07
Merck & Co (MRK) 0.7 $1.3M 16k 81.83
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 723.00 1752.42
Danaher Corporation (DHR) 0.7 $1.3M 5.6k 222.20
Ishares Tr Mbs Etf (MBB) 0.7 $1.2M 11k 110.14
Paypal Holdings (PYPL) 0.7 $1.2M 5.3k 234.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.2M 18k 68.18
Intel Corporation (INTC) 0.6 $1.2M 24k 49.84
Oracle Corporation (ORCL) 0.6 $1.1M 18k 64.70
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $1.1M 3.1k 353.86
Norfolk Southern (NSC) 0.6 $1.1M 4.4k 237.72
Home Depot (HD) 0.6 $1.0M 3.9k 265.71
Pfizer (PFE) 0.5 $1.0M 28k 36.83
Rollins (ROL) 0.5 $1.0M 26k 39.09
Texas Instruments Incorporated (TXN) 0.5 $1.0M 6.2k 164.20
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $985k 7.4k 133.04
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $959k 16k 62.05
Ecolab (ECL) 0.5 $956k 4.4k 216.44
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $941k 11k 82.36
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $924k 35k 26.19
General Dynamics Corporation (GD) 0.5 $900k 6.0k 148.81
Medtronic SHS (MDT) 0.5 $897k 7.7k 117.09
Visa Com Cl A (V) 0.5 $887k 4.1k 218.85
Mastercard Incorporated Cl A (MA) 0.5 $855k 2.4k 357.14
Starbucks Corporation (SBUX) 0.4 $846k 7.9k 106.97
Thermo Fisher Scientific (TMO) 0.4 $820k 1.8k 465.64
Ishares Tr Russell 2000 Etf (IWM) 0.4 $805k 4.1k 196.10
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $776k 6.7k 115.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $751k 8.4k 89.03
Duke Energy Corp Com New (DUK) 0.4 $743k 8.1k 91.55
Vanguard World Fds Health Car Etf (VHT) 0.4 $739k 3.3k 223.60
IDEXX Laboratories (IDXX) 0.4 $738k 1.5k 500.00
JPMorgan Chase & Co. (JPM) 0.4 $705k 5.6k 127.00
FedEx Corporation (FDX) 0.4 $701k 2.7k 259.63
International Business Machines (IBM) 0.4 $692k 5.5k 125.89
TJX Companies (TJX) 0.4 $685k 10k 68.31
Clorox Company (CLX) 0.4 $675k 3.3k 201.97
Dominion Resources (D) 0.3 $657k 8.7k 75.16
American Express Company (AXP) 0.3 $644k 5.3k 120.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $644k 18k 35.99
Ishares Tr Tips Bd Etf (TIP) 0.3 $643k 5.0k 127.60
Ishares Tr U.s. Finls Etf (IYF) 0.3 $643k 9.6k 66.77
Comcast Corp Cl A (CMCSA) 0.3 $625k 12k 52.36
Lowe's Companies (LOW) 0.3 $609k 3.8k 160.39
Raytheon Technologies Corp (RTX) 0.3 $588k 8.2k 71.45
Ishares Core Msci Emkt (IEMG) 0.3 $573k 9.2k 62.09
Xcel Energy (XEL) 0.3 $570k 8.6k 66.62
Cme (CME) 0.3 $564k 3.1k 181.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $563k 2.4k 231.78
Mccormick & Co Com Non Vtg (MKC) 0.3 $552k 5.8k 95.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $536k 2.2k 241.12
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $536k 6.2k 85.95
Colgate-Palmolive Company (CL) 0.3 $534k 6.2k 85.52
Kimberly-Clark Corporation (KMB) 0.3 $528k 3.9k 134.83
Bristol Myers Squibb (BMY) 0.3 $506k 8.2k 61.98
Exxon Mobil Corporation (XOM) 0.3 $496k 12k 41.20
Facebook Cl A (META) 0.3 $484k 1.8k 273.29
Abbott Laboratories (ABT) 0.3 $472k 4.3k 109.56
Costco Wholesale Corporation (COST) 0.2 $471k 1.3k 376.80
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $463k 6.5k 71.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $457k 15k 30.66
Becton, Dickinson and (BDX) 0.2 $452k 1.8k 250.00
CSX Corporation (CSX) 0.2 $437k 4.8k 90.81
NVIDIA Corporation (NVDA) 0.2 $427k 818.00 522.00
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $389k 2.2k 174.05
Vanguard World Fds Utilities Etf (VPU) 0.2 $388k 2.8k 137.35
Cognizant Technology Solutio Cl A (CTSH) 0.2 $388k 4.7k 81.86
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $380k 13k 28.33
Illinois Tool Works (ITW) 0.2 $376k 1.8k 203.79
Us Bancorp Del Com New (USB) 0.2 $370k 7.9k 46.57
Eaton Corp SHS (ETN) 0.2 $366k 3.0k 120.12
Adobe Systems Incorporated (ADBE) 0.2 $354k 707.00 500.71
Fastenal Company (FAST) 0.2 $348k 7.1k 48.79
McDonald's Corporation (MCD) 0.2 $347k 1.6k 214.59
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $335k 4.6k 72.95
Gilead Sciences (GILD) 0.2 $331k 5.7k 58.35
Ishares Tr Msci Eafe Etf (EFA) 0.2 $329k 4.5k 73.06
Deere & Company (DE) 0.2 $319k 1.2k 269.20
Ishares Tr Core Intl Aggr (IAGG) 0.2 $318k 5.7k 56.19
CVS Caremark Corporation (CVS) 0.2 $318k 4.7k 68.36
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.2 $305k 3.7k 82.68
Kroger (KR) 0.2 $303k 9.5k 31.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $303k 3.3k 91.54
Tesla Motors (TSLA) 0.2 $289k 410.00 704.88
Essential Utils (WTRG) 0.2 $284k 6.0k 47.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $282k 3.4k 82.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $277k 9.1k 30.43
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $277k 2.3k 120.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $276k 5.0k 55.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $273k 5.5k 50.06
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $270k 4.8k 56.58
Trane Technologies SHS (TT) 0.1 $252k 1.7k 145.16
eBay (EBAY) 0.1 $251k 5.0k 50.20
Ishares Tr Rus 1000 Etf (IWB) 0.1 $237k 1.1k 211.61
Ishares Esg Awr Msci Em (ESGE) 0.1 $236k 5.6k 42.01
Caterpillar (CAT) 0.1 $228k 1.3k 181.96
Chubb (CB) 0.1 $226k 1.5k 153.74
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $223k 8.1k 27.63
Abbvie (ABBV) 0.1 $215k 2.0k 107.23
Arista Networks (ANET) 0.1 $211k 725.00 291.03
Chevron Corporation (CVX) 0.1 $207k 2.4k 84.52
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $202k 3.7k 53.94