Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2021

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 143 positions in its portfolio as reported in the December 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 $14M 30k 474.97
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.8 $11M 196k 53.88
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.3 $9.6M 188k 50.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 4.3 $9.5M 177k 53.90
Ishares Tr Core S&p500 Etf (IVV) 3.7 $8.1M 17k 477.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $7.1M 63k 113.81
Ishares Tr Gnma Bond Etf (GNMA) 3.2 $7.1M 142k 49.74
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $6.9M 40k 171.75
Apple (AAPL) 3.0 $6.5M 37k 177.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $5.6M 60k 92.76
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.3 $5.1M 101k 50.73
Microsoft Corporation (MSFT) 2.0 $4.5M 13k 336.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $3.6M 22k 163.74
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $3.5M 12k 283.04
Johnson & Johnson (JNJ) 1.3 $2.9M 17k 171.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.3 $2.8M 22k 128.69
UnitedHealth (UNH) 1.2 $2.7M 5.5k 502.11
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.6M 897.00 2894.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $2.5M 23k 113.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.1 $2.5M 42k 59.27
Ishares Tr Intrm Gov Cr Etf (GVI) 1.1 $2.3M 21k 113.75
Nextera Energy (NEE) 1.0 $2.2M 24k 93.35
Walt Disney Company (DIS) 1.0 $2.2M 14k 154.91
Cisco Systems (CSCO) 1.0 $2.2M 34k 63.38
Ishares Tr Core Msci Eafe (IEFA) 0.9 $2.1M 28k 74.63
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.0M 705.00 2896.45
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.0M 18k 114.05
Ishares Gold Tr Ishares New (IAU) 0.9 $2.0M 57k 34.81
Pepsi (PEP) 0.9 $1.9M 11k 173.72
Procter & Gamble Company (PG) 0.9 $1.9M 12k 163.62
Nike CL B (NKE) 0.8 $1.8M 11k 166.68
Danaher Corporation (DHR) 0.8 $1.8M 5.5k 329.03
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.8M 35k 51.07
Amazon (AMZN) 0.8 $1.7M 515.00 3333.98
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.7M 16k 106.22
United Parcel Service CL B (UPS) 0.8 $1.7M 7.9k 214.34
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.7M 15k 114.53
Home Depot (HD) 0.7 $1.6M 3.8k 414.95
3M Company (MMM) 0.7 $1.6M 8.8k 177.65
Pfizer (PFE) 0.7 $1.5M 25k 59.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.5M 23k 62.87
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.7 $1.5M 26k 56.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.3M 17k 80.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.3M 16k 81.28
Texas Instruments Incorporated (TXN) 0.6 $1.3M 6.8k 188.50
Norfolk Southern (NSC) 0.6 $1.3M 4.2k 297.79
American Express Company (AXP) 0.6 $1.2M 7.6k 163.63
Thermo Fisher Scientific (TMO) 0.6 $1.2M 1.8k 667.39
Verizon Communications (VZ) 0.6 $1.2M 23k 51.97
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $1.2M 46k 25.65
Merck & Co (MRK) 0.5 $1.2M 15k 76.67
Intel Corporation (INTC) 0.5 $1.1M 22k 51.49
Starbucks Corporation (SBUX) 0.5 $1.1M 9.4k 117.01
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 6.9k 158.29
General Dynamics Corporation (GD) 0.5 $1.1M 5.1k 208.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.0M 9.6k 107.93
Ecolab (ECL) 0.5 $1.0M 4.4k 234.54
TJX Companies (TJX) 0.5 $1.0M 13k 75.92
Paypal Holdings (PYPL) 0.4 $948k 5.0k 188.58
Lowe's Companies (LOW) 0.4 $946k 3.7k 258.47
IDEXX Laboratories (IDXX) 0.4 $922k 1.4k 658.57
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $913k 8.4k 109.11
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $909k 2.0k 457.93
Visa Com Cl A (V) 0.4 $905k 4.2k 216.71
Rollins (ROL) 0.4 $898k 26k 34.21
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $868k 9.3k 92.95
Oracle Corporation (ORCL) 0.4 $863k 9.9k 87.18
Ishares Tr Russell 2000 Etf (IWM) 0.4 $861k 3.9k 222.42
Becton, Dickinson and (BDX) 0.4 $840k 3.3k 251.35
Ishares Tr U.s. Finls Etf (IYF) 0.4 $835k 9.6k 86.71
Ishares Core Msci Emkt (IEMG) 0.4 $827k 14k 59.86
NVIDIA Corporation (NVDA) 0.4 $816k 2.8k 294.05
FedEx Corporation (FDX) 0.4 $784k 3.0k 258.58
Cme (CME) 0.4 $783k 3.4k 228.41
Ishares Tr Tips Bd Etf (TIP) 0.3 $763k 5.9k 129.21
Mastercard Incorporated Cl A (MA) 0.3 $748k 2.1k 359.10
Vanguard World Fds Health Car Etf (VHT) 0.3 $714k 2.7k 266.42
Medtronic SHS (MDT) 0.3 $707k 6.8k 103.47
Costco Wholesale Corporation (COST) 0.3 $684k 1.2k 567.63
Exxon Mobil Corporation (XOM) 0.3 $682k 11k 61.20
Colgate-Palmolive Company (CL) 0.3 $664k 7.8k 85.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $654k 2.2k 298.90
Clorox Company (CLX) 0.3 $646k 3.7k 174.26
Eaton Corp SHS (ETN) 0.3 $636k 3.7k 172.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $615k 6.0k 102.38
Mccormick & Co Com Non Vtg (MKC) 0.3 $615k 6.4k 96.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $611k 16k 38.85
Comcast Corp Cl A (CMCSA) 0.3 $602k 12k 50.30
Abbott Laboratories (ABT) 0.3 $595k 4.2k 140.76
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $578k 21k 27.27
Meta Platforms Cl A (META) 0.3 $570k 1.7k 336.48
Duke Energy Corp Com New (DUK) 0.3 $569k 5.4k 104.94
Dominion Resources (D) 0.2 $526k 6.7k 78.62
Xcel Energy (XEL) 0.2 $518k 7.6k 67.75
Glaxosmithkline Sponsored Adr 0.2 $495k 11k 44.10
Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $486k 5.9k 82.96
CSX Corporation (CSX) 0.2 $479k 13k 37.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $475k 1.6k 305.47
Bank of America Corporation (BAC) 0.2 $472k 11k 44.44
Adobe Systems Incorporated (ADBE) 0.2 $467k 823.00 567.44
Bristol Myers Squibb (BMY) 0.2 $452k 7.2k 62.38
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $444k 5.6k 79.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $436k 8.8k 49.47
Us Bancorp Del Com New (USB) 0.2 $435k 7.7k 56.17
McDonald's Corporation (MCD) 0.2 $422k 1.6k 268.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $403k 3.6k 111.98
Illinois Tool Works (ITW) 0.2 $400k 1.6k 246.61
Trane Technologies SHS (TT) 0.2 $400k 2.0k 201.82
Gilead Sciences (GILD) 0.2 $398k 5.5k 72.65
Ishares Tr Core Intl Aggr (IAGG) 0.2 $393k 7.2k 54.48
Ishares Tr Msci Eafe Etf (EFA) 0.2 $386k 4.9k 78.63
Kimberly-Clark Corporation (KMB) 0.2 $364k 2.5k 142.91
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $362k 7.2k 50.28
International Business Machines (IBM) 0.2 $340k 2.5k 133.60
Ishares Tr National Mun Etf (MUB) 0.2 $336k 2.9k 116.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $335k 11k 29.65
Arista Networks (ANET) 0.2 $331k 2.3k 143.91
Essential Utils (WTRG) 0.1 $323k 6.0k 53.71
Vanguard World Fds Utilities Etf (VPU) 0.1 $321k 2.1k 156.59
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $306k 2.8k 107.44
Ishares Esg Awr Msci Em (ESGE) 0.1 $302k 7.6k 39.79
Electronic Arts (EA) 0.1 $298k 2.3k 131.68
Deere & Company (DE) 0.1 $297k 865.00 343.35
Fastenal Company (FAST) 0.1 $296k 4.6k 64.03
Ishares Tr Rus 1000 Etf (IWB) 0.1 $290k 1.1k 264.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $275k 5.0k 55.00
eBay (EBAY) 0.1 $273k 4.1k 66.59
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $271k 4.9k 55.25
Cognizant Technology Solutio Cl A (CTSH) 0.1 $258k 2.9k 88.60
Autodesk (ADSK) 0.1 $257k 913.00 281.49
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $247k 3.7k 65.95
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $246k 8.4k 29.34
Waters Corporation (WAT) 0.1 $244k 654.00 373.09
Activision Blizzard 0.1 $242k 3.6k 66.50
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $238k 2.1k 115.20
Abbvie (ABBV) 0.1 $238k 1.8k 135.61
Intuit (INTU) 0.1 $233k 362.00 643.65
Analog Devices (ADI) 0.1 $216k 1.2k 175.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $214k 1.3k 170.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $213k 2.9k 73.07
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $205k 3.9k 52.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $203k 840.00 241.67
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $202k 2.3k 88.02