Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2021

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 138 positions in its portfolio as reported in the March 2021 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 33k 396.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.3 $10M 192k 53.95
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.9 $9.7M 177k 54.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.2 $8.4M 163k 51.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.2 $6.4M 68k 93.04
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $6.1M 42k 147.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $5.8M 60k 96.04
Ishares Tr Core S&p500 Etf (IVV) 2.9 $5.8M 15k 397.79
Ishares Tr Gnma Bond Etf (GNMA) 2.7 $5.4M 108k 50.29
Apple (AAPL) 2.6 $5.1M 42k 122.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $4.8M 94k 50.79
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $3.7M 14k 260.26
Microsoft Corporation (MSFT) 1.7 $3.3M 14k 235.76
Johnson & Johnson (JNJ) 1.4 $2.7M 17k 164.34
Ishares Tr Intrm Gov Cr Etf (GVI) 1.3 $2.6M 22k 114.86
Walt Disney Company (DIS) 1.3 $2.6M 14k 184.55
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $2.5M 43k 59.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $2.4M 19k 129.77
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.0M 17k 113.85
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.0 $2.0M 36k 55.44
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.0M 952.00 2068.28
UnitedHealth (UNH) 1.0 $2.0M 5.3k 372.06
Cisco Systems (CSCO) 1.0 $1.9M 37k 51.70
Nextera Energy (NEE) 1.0 $1.9M 25k 75.60
Ishares Gold Tr Ishares 0.9 $1.8M 113k 16.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.8M 19k 96.70
3M Company (MMM) 0.9 $1.7M 8.8k 192.65
Amazon (AMZN) 0.8 $1.6M 530.00 3094.34
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.6M 15k 108.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.6M 33k 49.11
Procter & Gamble Company (PG) 0.8 $1.6M 12k 135.41
Pepsi (PEP) 0.8 $1.6M 11k 141.49
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.6M 22k 72.03
Nike CL B (NKE) 0.8 $1.5M 11k 132.93
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.5M 729.00 2063.10
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $1.5M 12k 129.87
Intel Corporation (INTC) 0.7 $1.5M 23k 64.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.4M 17k 82.53
Verizon Communications (VZ) 0.7 $1.4M 24k 58.16
United Parcel Service CL B (UPS) 0.7 $1.3M 7.8k 170.01
Texas Instruments Incorporated (TXN) 0.7 $1.3M 6.9k 188.94
Paypal Holdings (PYPL) 0.6 $1.3M 5.3k 242.86
Merck & Co (MRK) 0.6 $1.2M 16k 77.12
Danaher Corporation (DHR) 0.6 $1.2M 5.4k 225.09
Ishares Tr Mbs Etf (MBB) 0.6 $1.2M 11k 108.45
Home Depot (HD) 0.6 $1.2M 3.9k 305.35
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.2M 16k 74.45
Norfolk Southern (NSC) 0.6 $1.2M 4.4k 268.51
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.1M 13k 87.82
General Dynamics Corporation (GD) 0.5 $1.1M 5.9k 181.60
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $1.0M 2.9k 358.52
Oracle Corporation (ORCL) 0.5 $1.0M 15k 70.14
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.0M 17k 61.18
Pfizer (PFE) 0.5 $1.0M 28k 36.22
Starbucks Corporation (SBUX) 0.5 $984k 9.0k 109.30
JPMorgan Chase & Co. (JPM) 0.5 $957k 6.3k 152.29
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $949k 37k 25.99
Ecolab (ECL) 0.5 $930k 4.3k 214.09
Thermo Fisher Scientific (TMO) 0.5 $923k 2.0k 456.25
Medtronic SHS (MDT) 0.5 $913k 7.7k 118.13
Rollins (ROL) 0.5 $904k 26k 34.44
American Express Company (AXP) 0.4 $883k 6.2k 141.48
Visa Com Cl A (V) 0.4 $875k 4.1k 211.71
Ishares Tr Russell 2000 Etf (IWM) 0.4 $868k 3.9k 220.87
Mastercard Incorporated Cl A (MA) 0.4 $847k 2.4k 356.03
Duke Energy Corp Com New (DUK) 0.4 $804k 8.3k 96.52
Lowe's Companies (LOW) 0.4 $801k 4.2k 190.31
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $780k 7.2k 108.88
FedEx Corporation (FDX) 0.4 $760k 2.7k 284.11
Vanguard World Fds Health Car Etf (VHT) 0.4 $756k 3.3k 228.74
TJX Companies (TJX) 0.4 $747k 11k 66.15
IDEXX Laboratories (IDXX) 0.4 $732k 1.5k 489.63
Ishares Tr U.s. Finls Etf (IYF) 0.4 $721k 9.6k 74.87
Raytheon Technologies Corp (RTX) 0.4 $700k 9.1k 77.25
Cme (CME) 0.4 $692k 3.4k 204.19
Ishares Core Msci Emkt (IEMG) 0.3 $685k 11k 64.33
Dominion Resources (D) 0.3 $682k 9.0k 76.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $676k 6.8k 99.60
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $668k 7.3k 90.93
Exxon Mobil Corporation (XOM) 0.3 $652k 12k 55.84
International Business Machines (IBM) 0.3 $652k 4.9k 133.33
Clorox Company (CLX) 0.3 $648k 3.4k 192.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $637k 17k 37.60
Comcast Corp Cl A (CMCSA) 0.3 $630k 12k 54.10
Ishares Tr Tips Bd Etf (TIP) 0.3 $629k 5.0k 125.42
Xcel Energy (XEL) 0.3 $620k 9.3k 66.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $609k 2.4k 255.35
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $574k 7.5k 76.37
Colgate-Palmolive Company (CL) 0.3 $563k 7.1k 78.79
Mccormick & Co Com Non Vtg (MKC) 0.3 $559k 6.3k 89.20
Kimberly-Clark Corporation (KMB) 0.3 $553k 4.0k 139.08
Bristol Myers Squibb (BMY) 0.3 $521k 8.2k 63.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $514k 2.1k 243.14
Eaton Corp SHS (ETN) 0.3 $511k 3.7k 138.15
Abbott Laboratories (ABT) 0.3 $511k 4.3k 119.78
Facebook Cl A (META) 0.3 $509k 1.7k 294.39
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $504k 19k 26.92
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $475k 15k 31.76
CSX Corporation (CSX) 0.2 $463k 4.8k 96.42
Us Bancorp Del Com New (USB) 0.2 $454k 8.2k 55.29
Becton, Dickinson and (BDX) 0.2 $449k 1.8k 242.97
Deere & Company (DE) 0.2 $445k 1.2k 373.95
Costco Wholesale Corporation (COST) 0.2 $441k 1.3k 352.80
NVIDIA Corporation (NVDA) 0.2 $440k 824.00 533.98
Illinois Tool Works (ITW) 0.2 $409k 1.8k 221.68
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $395k 2.2k 178.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $379k 7.3k 52.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $372k 4.9k 75.98
Gilead Sciences (GILD) 0.2 $367k 5.7k 64.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $365k 3.6k 101.11
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.2 $363k 4.4k 83.31
Adobe Systems Incorporated (ADBE) 0.2 $354k 744.00 475.81
Trane Technologies SHS (TT) 0.2 $344k 2.1k 165.78
Ishares Tr Msci Eafe Etf (EFA) 0.2 $340k 4.5k 75.91
eBay (EBAY) 0.2 $337k 5.5k 61.27
McDonald's Corporation (MCD) 0.2 $334k 1.5k 223.86
Ishares Tr Core Intl Aggr (IAGG) 0.2 $334k 6.1k 54.84
Vanguard World Fds Utilities Etf (VPU) 0.2 $323k 2.3k 140.43
Bank of America Corporation (BAC) 0.2 $299k 7.7k 38.72
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $288k 8.7k 32.98
Fastenal Company (FAST) 0.1 $288k 5.7k 50.32
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $285k 5.2k 54.72
Cognizant Technology Solutio Cl A (CTSH) 0.1 $284k 3.6k 78.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $273k 5.0k 54.60
Essential Utils (WTRG) 0.1 $269k 6.0k 44.73
Ishares Esg Awr Msci Em (ESGE) 0.1 $263k 6.1k 43.34
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $260k 2.3k 112.75
Kansas City Southern Com New 0.1 $256k 971.00 263.65
Ishares Tr Rus 1000 Etf (IWB) 0.1 $251k 1.1k 224.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $240k 2.9k 82.30
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $234k 8.1k 28.94
Caterpillar (CAT) 0.1 $229k 988.00 231.78
Activision Blizzard 0.1 $228k 2.5k 92.83
Arista Networks (ANET) 0.1 $219k 725.00 302.07
Abbvie (ABBV) 0.1 $217k 2.0k 108.23
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $214k 3.7k 57.14
Ishares Tr National Mun Etf (MUB) 0.1 $214k 1.8k 115.99
Tesla Motors (TSLA) 0.1 $214k 320.00 668.75