Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2022

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 149 positions in its portfolio as reported in the March 2022 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) 6.2 $13M 29k 451.63
Ishares Tr Core S&p500 Etf (IVV) 4.1 $8.7M 19k 453.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.8 $8.1M 156k 51.72
Ishares Tr Gnma Bond Etf (GNMA) 3.6 $7.7M 161k 47.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $6.9M 129k 53.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.2 $6.9M 140k 49.54
Apple (AAPL) 3.1 $6.7M 38k 174.60
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $6.7M 41k 162.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.1 $6.6M 131k 50.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.5 $5.4M 107k 50.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $5.3M 62k 86.04
Microsoft Corporation (MSFT) 1.9 $4.1M 13k 308.33
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $3.4M 13k 268.38
Johnson & Johnson (JNJ) 1.4 $3.1M 17k 177.25
UnitedHealth (UNH) 1.4 $2.9M 5.7k 510.01
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $2.9M 53k 54.88
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.3 $2.7M 22k 122.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $2.5M 34k 74.81
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.5M 894.00 2793.06
Ishares Gold Tr Ishares New (IAU) 1.1 $2.4M 65k 36.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $2.3M 43k 53.38
Ishares Tr Intrm Gov Cr Etf (GVI) 1.1 $2.3M 21k 108.53
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.2M 32k 69.52
Nextera Energy (NEE) 1.0 $2.1M 25k 84.71
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.1M 19k 107.10
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.1M 738.00 2781.84
Walt Disney Company (DIS) 0.9 $2.0M 14k 137.15
Cisco Systems (CSCO) 0.9 $1.9M 35k 55.75
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $1.9M 37k 51.83
Pepsi (PEP) 0.9 $1.9M 12k 167.38
Amazon (AMZN) 0.9 $1.8M 566.00 3259.72
Procter & Gamble Company (PG) 0.9 $1.8M 12k 152.82
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.8M 30k 60.72
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.8M 17k 107.89
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.8M 18k 96.84
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.7M 22k 78.09
United Parcel Service CL B (UPS) 0.8 $1.7M 8.1k 214.45
Danaher Corporation (DHR) 0.8 $1.7M 5.8k 293.42
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.6M 34k 48.02
Nike CL B (NKE) 0.7 $1.5M 12k 134.60
Raytheon Technologies Corp (RTX) 0.7 $1.5M 15k 99.07
American Express Company (AXP) 0.7 $1.5M 7.9k 187.05
Norfolk Southern (NSC) 0.6 $1.3M 4.7k 285.22
3M Company (MMM) 0.6 $1.3M 8.9k 148.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.3M 18k 75.85
Pfizer (PFE) 0.6 $1.3M 26k 51.76
Texas Instruments Incorporated (TXN) 0.6 $1.3M 7.2k 183.48
Merck & Co (MRK) 0.6 $1.3M 16k 82.06
Verizon Communications (VZ) 0.6 $1.2M 25k 50.94
General Dynamics Corporation (GD) 0.6 $1.2M 5.1k 241.13
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.6 $1.2M 50k 24.63
Thermo Fisher Scientific (TMO) 0.5 $1.2M 2.0k 590.57
Home Depot (HD) 0.5 $1.2M 3.9k 299.35
Intel Corporation (INTC) 0.5 $1.1M 22k 49.58
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.1M 11k 101.36
JPMorgan Chase & Co. (JPM) 0.5 $1.0M 7.4k 136.31
Visa Com Cl A (V) 0.4 $948k 4.3k 221.70
Becton, Dickinson and (BDX) 0.4 $940k 3.5k 265.91
Exxon Mobil Corporation (XOM) 0.4 $927k 11k 82.59
Rollins (ROL) 0.4 $920k 26k 35.05
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $915k 11k 86.66
Starbucks Corporation (SBUX) 0.4 $876k 9.6k 90.92
Cme (CME) 0.4 $845k 3.6k 237.83
IDEXX Laboratories (IDXX) 0.4 $841k 1.5k 547.17
Ishares Core Msci Emkt (IEMG) 0.4 $840k 15k 55.57
Ishares Tr National Mun Etf (MUB) 0.4 $835k 7.6k 109.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $821k 8.4k 97.80
TJX Companies (TJX) 0.4 $819k 14k 60.55
Ishares Tr U.s. Finls Etf (IYF) 0.4 $814k 9.6k 84.53
Oracle Corporation (ORCL) 0.4 $812k 9.8k 82.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $795k 22k 36.74
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $794k 1.9k 416.36
Ishares Tr Russell 2000 Etf (IWM) 0.4 $786k 3.8k 205.11
Medtronic SHS (MDT) 0.4 $783k 7.1k 110.92
Ecolab (ECL) 0.4 $782k 4.4k 176.64
NVIDIA Corporation (NVDA) 0.4 $778k 2.9k 272.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $768k 2.2k 353.10
Paypal Holdings (PYPL) 0.4 $757k 6.5k 115.70
Lowe's Companies (LOW) 0.4 $753k 3.7k 202.15
Mastercard Incorporated Cl A (MA) 0.3 $748k 2.1k 357.21
Ishares Tr Tips Bd Etf (TIP) 0.3 $743k 6.0k 124.54
FedEx Corporation (FDX) 0.3 $695k 3.0k 231.44
Costco Wholesale Corporation (COST) 0.3 $694k 1.2k 575.93
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $688k 27k 25.14
Vanguard World Fds Health Car Etf (VHT) 0.3 $682k 2.7k 254.48
Mccormick & Co Com Non Vtg (MKC) 0.3 $673k 6.7k 99.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $666k 14k 47.39
Duke Energy Corp Com New (DUK) 0.3 $605k 5.4k 111.58
Colgate-Palmolive Company (CL) 0.3 $605k 8.0k 75.80
Comcast Corp Cl A (CMCSA) 0.3 $591k 13k 46.86
Dominion Resources (D) 0.3 $590k 6.9k 85.01
Eaton Corp SHS (ETN) 0.3 $571k 3.8k 151.66
Xcel Energy (XEL) 0.3 $555k 7.7k 72.12
Bristol Myers Squibb (BMY) 0.3 $550k 7.5k 73.08
Spdr Ser Tr Bloomberg Conv (CWB) 0.3 $537k 7.0k 76.95
Bank of America Corporation (BAC) 0.2 $504k 12k 41.22
Glaxosmithkline Sponsored Adr 0.2 $489k 11k 43.56
Deere & Company (DE) 0.2 $482k 1.2k 415.88
Abbott Laboratories (ABT) 0.2 $481k 4.1k 118.39
Clorox Company (CLX) 0.2 $480k 3.4k 139.17
CSX Corporation (CSX) 0.2 $478k 13k 37.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $468k 6.3k 73.72
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $461k 9.2k 50.35
Ishares Tr Core Intl Aggr (IAGG) 0.2 $448k 8.6k 52.13
Adobe Systems Incorporated (ADBE) 0.2 $434k 952.00 455.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $420k 3.7k 112.15
Meta Platforms Cl A (META) 0.2 $419k 1.9k 222.40
Us Bancorp Del Com New (USB) 0.2 $412k 7.8k 53.09
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $407k 3.8k 107.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $404k 8.8k 46.10
Ishares Tr Mbs Etf (MBB) 0.2 $396k 3.9k 101.96
McDonald's Corporation (MCD) 0.2 $389k 1.6k 247.30
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $386k 14k 27.76
Ishares Tr Msci Eafe Etf (EFA) 0.2 $361k 4.9k 73.54
Tesla Motors (TSLA) 0.2 $356k 330.00 1078.79
Electronic Arts (EA) 0.2 $351k 2.8k 126.67
Illinois Tool Works (ITW) 0.2 $340k 1.6k 209.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $336k 1.2k 277.69
International Business Machines (IBM) 0.2 $332k 2.6k 130.20
Vanguard World Fds Utilities Etf (VPU) 0.2 $332k 2.1k 161.95
Gilead Sciences (GILD) 0.2 $326k 5.5k 59.51
Trane Technologies SHS (TT) 0.1 $321k 2.1k 152.93
Arista Networks (ANET) 0.1 $320k 2.3k 139.13
Kimberly-Clark Corporation (KMB) 0.1 $311k 2.5k 123.31
Essential Utils (WTRG) 0.1 $307k 6.0k 51.05
Ishares Esg Awr Msci Em (ESGE) 0.1 $301k 8.2k 36.68
Activision Blizzard 0.1 $300k 3.7k 80.21
Abbvie (ABBV) 0.1 $286k 1.8k 161.95
Ishares Tr Rus 1000 Etf (IWB) 0.1 $274k 1.1k 250.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $269k 2.6k 104.79
Fastenal Company (FAST) 0.1 $269k 4.5k 59.47
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $255k 10k 24.85
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $253k 4.9k 51.58
Caterpillar (CAT) 0.1 $246k 1.1k 222.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $243k 4.7k 51.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $238k 2.9k 83.42
Cognizant Technology Solutio Cl A (CTSH) 0.1 $238k 2.7k 89.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $238k 3.7k 63.55
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $230k 8.4k 27.50
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $223k 3.3k 67.93
Intuit (INTU) 0.1 $221k 460.00 480.43
Spdr Gold Tr Gold Shs (GLD) 0.1 $219k 1.2k 180.99
salesforce (CRM) 0.1 $213k 1.0k 212.15
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $213k 5.3k 39.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $208k 2.9k 71.36
Waters Corporation (WAT) 0.1 $203k 654.00 310.40
Autodesk (ADSK) 0.1 $203k 948.00 214.13
Analog Devices (ADI) 0.1 $203k 1.2k 165.17
Chevron Corporation (CVX) 0.1 $202k 1.2k 162.51