Bigelow Investment Advisors

Bigelow Investment Advisors as of Sept. 30, 2021

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 139 positions in its portfolio as reported in the September 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) 6.5 $13M 31k 429.15
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.2 $11M 192k 54.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 4.8 $9.8M 181k 54.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.6 $9.4M 184k 51.19
Ishares Tr Core S&p500 Etf (IVV) 3.3 $6.7M 16k 430.84
Ishares Tr Gnma Bond Etf (GNMA) 3.2 $6.6M 132k 49.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $6.5M 63k 104.04
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $6.0M 39k 153.60
Apple (AAPL) 2.8 $5.6M 40k 141.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $5.4M 57k 94.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $4.8M 95k 50.84
Microsoft Corporation (MSFT) 1.9 $3.9M 14k 281.91
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $3.2M 12k 263.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $3.2M 21k 148.10
Johnson & Johnson (JNJ) 1.3 $2.7M 17k 161.48
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.2 $2.5M 42k 60.06
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.4M 905.00 2665.19
Ishares Tr Intrm Gov Cr Etf (GVI) 1.2 $2.4M 21k 115.15
Walt Disney Company (DIS) 1.2 $2.4M 14k 169.14
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $2.4M 18k 130.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $2.3M 22k 103.88
UnitedHealth (UNH) 1.0 $2.1M 5.3k 390.79
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.0M 27k 74.26
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.0M 17k 114.86
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.9M 712.00 2674.16
Cisco Systems (CSCO) 0.9 $1.9M 35k 54.43
Nextera Energy (NEE) 0.9 $1.9M 24k 78.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.7M 34k 50.49
Amazon (AMZN) 0.8 $1.7M 518.00 3285.71
Danaher Corporation (DHR) 0.8 $1.7M 5.5k 304.49
Procter & Gamble Company (PG) 0.8 $1.6M 12k 139.83
Pepsi (PEP) 0.8 $1.6M 11k 150.45
Nike CL B (NKE) 0.8 $1.6M 11k 145.19
3M Company (MMM) 0.8 $1.5M 8.8k 175.39
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.5M 14k 109.20
Ishares Tr Msci Usa Esg Slc (SUSA) 0.7 $1.4M 15k 95.92
United Parcel Service CL B (UPS) 0.7 $1.4M 7.9k 182.06
Paypal Holdings (PYPL) 0.7 $1.3M 5.1k 260.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 16k 82.39
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $1.3M 21k 62.57
Verizon Communications (VZ) 0.6 $1.3M 24k 54.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.3M 17k 76.65
Texas Instruments Incorporated (TXN) 0.6 $1.3M 6.5k 192.26
Home Depot (HD) 0.6 $1.2M 3.8k 328.37
American Express Company (AXP) 0.6 $1.2M 7.2k 167.59
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.6 $1.2M 46k 25.99
Intel Corporation (INTC) 0.6 $1.2M 22k 53.27
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.6 $1.2M 21k 56.32
Merck & Co (MRK) 0.6 $1.1M 15k 75.12
Raytheon Technologies Corp (RTX) 0.6 $1.1M 13k 85.98
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 6.8k 163.71
Pfizer (PFE) 0.5 $1.1M 26k 43.00
Thermo Fisher Scientific (TMO) 0.5 $1.1M 1.9k 571.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.0M 11k 98.49
Starbucks Corporation (SBUX) 0.5 $1.0M 9.3k 110.29
General Dynamics Corporation (GD) 0.5 $1.0M 5.2k 195.95
Norfolk Southern (NSC) 0.5 $1000k 4.2k 239.18
Visa Com Cl A (V) 0.5 $943k 4.2k 222.72
Rollins (ROL) 0.5 $927k 26k 35.31
Oracle Corporation (ORCL) 0.5 $924k 11k 87.14
Ecolab (ECL) 0.5 $915k 4.4k 208.52
IDEXX Laboratories (IDXX) 0.4 $907k 1.5k 621.66
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $906k 8.2k 110.00
Ishares Tr Russell 2000 Etf (IWM) 0.4 $895k 4.1k 218.83
Medtronic SHS (MDT) 0.4 $893k 7.1k 125.28
Ishares Core Msci Emkt (IEMG) 0.4 $817k 13k 61.73
Ishares Tr U.s. Finls Etf (IYF) 0.4 $795k 9.6k 82.55
TJX Companies (TJX) 0.4 $794k 12k 65.95
Lowe's Companies (LOW) 0.4 $781k 3.9k 202.86
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $768k 1.9k 401.04
Becton, Dickinson and (BDX) 0.4 $760k 3.1k 245.72
Ishares Tr Tips Bd Etf (TIP) 0.4 $754k 5.9k 127.69
Mastercard Incorporated Cl A (MA) 0.4 $719k 2.1k 347.51
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $674k 8.1k 83.23
Vanguard World Fds Health Car Etf (VHT) 0.3 $662k 2.7k 247.01
Exxon Mobil Corporation (XOM) 0.3 $658k 11k 58.83
Comcast Corp Cl A (CMCSA) 0.3 $652k 12k 55.92
Cme (CME) 0.3 $650k 3.4k 193.51
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $648k 24k 27.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $641k 2.4k 272.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $613k 6.1k 100.16
NVIDIA Corporation (NVDA) 0.3 $613k 3.0k 207.30
Clorox Company (CLX) 0.3 $603k 3.6k 165.70
Facebook Cl A (META) 0.3 $570k 1.7k 339.29
FedEx Corporation (FDX) 0.3 $565k 2.6k 219.42
Costco Wholesale Corporation (COST) 0.3 $562k 1.3k 449.60
Eaton Corp SHS (ETN) 0.3 $551k 3.7k 149.40
Duke Energy Corp Com New (DUK) 0.3 $529k 5.4k 97.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $529k 14k 38.71
Mccormick & Co Com Non Vtg (MKC) 0.3 $513k 6.3k 81.03
Colgate-Palmolive Company (CL) 0.3 $511k 6.8k 75.59
Xcel Energy (XEL) 0.2 $489k 7.8k 62.44
Abbott Laboratories (ABT) 0.2 $479k 4.1k 118.24
Dominion Resources (D) 0.2 $477k 6.5k 73.04
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.2 $477k 5.6k 85.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $466k 5.9k 78.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $464k 9.3k 50.01
Adobe Systems Incorporated (ADBE) 0.2 $463k 805.00 575.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $463k 1.7k 273.96
Us Bancorp Del Com New (USB) 0.2 $456k 7.7k 59.49
Bank of America Corporation (BAC) 0.2 $413k 9.7k 42.41
CSX Corporation (CSX) 0.2 $406k 14k 29.74
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $400k 3.9k 103.25
International Business Machines (IBM) 0.2 $396k 2.9k 138.95
Gilead Sciences (GILD) 0.2 $390k 5.6k 69.92
Ishares Tr Msci Eafe Etf (EFA) 0.2 $388k 5.0k 77.93
Bristol Myers Squibb (BMY) 0.2 $384k 6.5k 59.11
Ishares Tr Core Intl Aggr (IAGG) 0.2 $382k 6.9k 55.01
McDonald's Corporation (MCD) 0.2 $379k 1.6k 240.94
Kimberly-Clark Corporation (KMB) 0.2 $343k 2.6k 132.59
Trane Technologies SHS (TT) 0.2 $338k 2.0k 172.71
Illinois Tool Works (ITW) 0.2 $335k 1.6k 206.54
Ishares Esg Awr Msci Em (ESGE) 0.2 $332k 8.0k 41.47
Ishares Tr National Mun Etf (MUB) 0.2 $317k 2.7k 116.25
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $316k 6.3k 50.28
Vanguard World Fds Utilities Etf (VPU) 0.2 $306k 2.2k 139.09
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $305k 5.5k 55.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $304k 10k 30.53
Lydall 0.1 $298k 4.8k 62.08
eBay (EBAY) 0.1 $296k 4.3k 69.65
Deere & Company (DE) 0.1 $292k 872.00 334.86
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $283k 2.6k 107.40
Essential Utils (WTRG) 0.1 $277k 6.0k 46.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $274k 5.0k 54.80
Ishares Tr Rus 1000 Etf (IWB) 0.1 $271k 1.1k 241.96
Tesla Motors (TSLA) 0.1 $248k 320.00 775.00
Kansas City Southern Com New 0.1 $246k 909.00 270.63
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $243k 8.4k 28.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $239k 2.9k 81.96
Fastenal Company (FAST) 0.1 $239k 4.6k 51.70
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $238k 2.1k 115.20
Waters Corporation (WAT) 0.1 $234k 654.00 357.80
Electronic Arts (EA) 0.1 $233k 1.6k 142.51
Cognizant Technology Solutio Cl A (CTSH) 0.1 $227k 3.1k 74.13
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $220k 3.7k 58.74
Spdr Gold Tr Gold Shs (GLD) 0.1 $212k 1.3k 164.60
salesforce (CRM) 0.1 $206k 760.00 271.05
Analog Devices (ADI) 0.1 $206k 1.2k 167.62
Activision Blizzard 0.1 $201k 2.6k 77.28