Bigelow Investment Advisors

Bigelow Investment Advisors as of June 30, 2022

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 141 positions in its portfolio as reported in the June 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) 6.0 $11M 29k 377.24
Ishares Tr Core S&p500 Etf (IVV) 4.3 $7.9M 21k 379.14
Ishares Tr Gnma Bond Etf (GNMA) 3.6 $6.6M 144k 45.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.5 $6.3M 126k 50.55
Vanguard Specialized Funds Div App Etf (VIG) 3.3 $6.0M 42k 143.46
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.2 $5.8M 118k 49.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $5.5M 123k 44.66
Apple (AAPL) 3.0 $5.5M 40k 136.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $4.6M 96k 47.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.0 $3.6M 71k 49.93
Microsoft Corporation (MSFT) 1.9 $3.5M 14k 256.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $3.3M 42k 80.01
Johnson & Johnson (JNJ) 1.7 $3.1M 18k 177.53
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $3.0M 13k 226.26
UnitedHealth (UNH) 1.6 $3.0M 5.8k 513.60
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.4 $2.6M 22k 119.36
Ishares Gold Tr Ishares New (IAU) 1.3 $2.3M 68k 34.30
Ishares Tr Core Msci Eafe (IEFA) 1.2 $2.1M 36k 58.86
Nextera Energy (NEE) 1.1 $2.0M 25k 77.46
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.9M 889.00 2187.85
Pepsi (PEP) 1.1 $1.9M 12k 166.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $1.9M 32k 57.99
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.0 $1.8M 38k 48.26
Procter & Gamble Company (PG) 1.0 $1.8M 12k 143.77
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.7M 19k 92.39
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.7M 17k 101.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.7M 39k 44.19
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.7M 31k 55.81
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.6M 743.00 2179.00
Cisco Systems (CSCO) 0.8 $1.5M 35k 42.63
Raytheon Technologies Corp (RTX) 0.8 $1.5M 16k 96.14
United Parcel Service CL B (UPS) 0.8 $1.5M 8.2k 182.54
Danaher Corporation (DHR) 0.8 $1.5M 5.9k 253.50
Ishares Tr Intrm Gov Cr Etf (GVI) 0.8 $1.5M 14k 105.54
Ishares Tr National Mun Etf (MUB) 0.8 $1.5M 14k 106.39
Merck & Co (MRK) 0.8 $1.5M 16k 91.19
Pfizer (PFE) 0.8 $1.5M 28k 52.41
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.8 $1.4M 36k 40.81
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.4M 28k 51.05
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.4M 18k 80.68
Walt Disney Company (DIS) 0.8 $1.4M 15k 94.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 18k 76.27
Verizon Communications (VZ) 0.7 $1.3M 26k 50.77
Texas Instruments Incorporated (TXN) 0.7 $1.2M 7.9k 153.64
Amazon (AMZN) 0.6 $1.2M 11k 106.19
Nike CL B (NKE) 0.6 $1.2M 12k 102.20
Thermo Fisher Scientific (TMO) 0.6 $1.2M 2.1k 543.46
3M Company (MMM) 0.6 $1.2M 9.0k 129.41
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.6 $1.1M 48k 24.10
General Dynamics Corporation (GD) 0.6 $1.1M 5.1k 221.20
American Express Company (AXP) 0.6 $1.1M 8.0k 138.67
Norfolk Southern (NSC) 0.6 $1.1M 4.8k 227.29
Home Depot (HD) 0.6 $1.1M 3.8k 274.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.0M 17k 62.72
Exxon Mobil Corporation (XOM) 0.6 $1.0M 12k 85.67
JPMorgan Chase & Co. (JPM) 0.5 $924k 8.2k 112.61
Rollins (ROL) 0.5 $917k 26k 34.93
Visa Com Cl A (V) 0.5 $901k 4.6k 196.94
Becton, Dickinson and (BDX) 0.5 $891k 3.6k 246.61
Ishares Core Msci Emkt (IEMG) 0.5 $876k 18k 49.07
Medtronic SHS (MDT) 0.5 $863k 9.6k 89.75
Intel Corporation (INTC) 0.5 $859k 23k 37.39
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $827k 9.9k 83.86
Starbucks Corporation (SBUX) 0.4 $808k 11k 76.36
TJX Companies (TJX) 0.4 $767k 14k 55.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $744k 2.1k 346.85
Cme (CME) 0.4 $723k 3.5k 204.76
Lowe's Companies (LOW) 0.4 $714k 4.1k 174.53
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $714k 9.9k 71.86
Ishares Tr Tips Bd Etf (TIP) 0.4 $695k 6.1k 113.93
Ecolab (ECL) 0.4 $678k 4.4k 153.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $678k 22k 31.44
Ishares Tr U.s. Finls Etf (IYF) 0.4 $674k 9.6k 69.99
FedEx Corporation (FDX) 0.4 $669k 3.0k 226.63
Oracle Corporation (ORCL) 0.4 $655k 9.4k 69.83
Ishares Tr Russell 2000 Etf (IWM) 0.4 $646k 3.8k 169.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $645k 2.4k 272.84
Colgate-Palmolive Company (CL) 0.4 $641k 8.0k 80.18
Duke Energy Corp Com New (DUK) 0.4 $640k 6.0k 107.18
Mastercard Incorporated Cl A (MA) 0.4 $637k 2.0k 315.50
Vanguard World Fds Health Car Etf (VHT) 0.4 $637k 2.7k 235.49
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $623k 1.9k 326.69
Bristol Myers Squibb (BMY) 0.3 $623k 8.1k 77.04
Xcel Energy (XEL) 0.3 $615k 8.7k 70.79
Ishares Tr Core Intl Aggr (IAGG) 0.3 $613k 12k 49.82
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $607k 12k 50.39
Dominion Resources (D) 0.3 $595k 7.5k 79.79
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $583k 5.7k 102.37
Mccormick & Co Com Non Vtg (MKC) 0.3 $567k 6.8k 83.25
IDEXX Laboratories (IDXX) 0.3 $563k 1.6k 350.78
Costco Wholesale Corporation (COST) 0.3 $562k 1.2k 479.52
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $561k 6.6k 85.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $540k 14k 38.98
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $534k 23k 23.14
Comcast Corp Cl A (CMCSA) 0.3 $530k 14k 39.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $527k 5.2k 101.74
Eaton Corp SHS (ETN) 0.3 $513k 4.1k 126.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $498k 12k 41.62
GSK Sponsored Adr 0.3 $489k 11k 43.56
Clorox Company (CLX) 0.3 $468k 3.3k 141.05
Paypal Holdings (PYPL) 0.3 $468k 6.7k 69.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $451k 5.5k 82.75
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $446k 6.9k 64.51
NVIDIA Corporation (NVDA) 0.2 $432k 2.8k 151.63
Deere & Company (DE) 0.2 $421k 1.4k 299.22
Us Bancorp Del Com New (USB) 0.2 $418k 9.1k 46.06
Ishares Tr Mbs Etf (MBB) 0.2 $415k 4.3k 97.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $404k 6.4k 62.79
Abbott Laboratories (ABT) 0.2 $400k 3.7k 108.70
Bank of America Corporation (BAC) 0.2 $400k 13k 31.15
CSX Corporation (CSX) 0.2 $397k 14k 29.08
McDonald's Corporation (MCD) 0.2 $388k 1.6k 246.66
International Business Machines (IBM) 0.2 $374k 2.7k 141.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $347k 14k 25.37
Gilead Sciences (GILD) 0.2 $344k 5.6k 61.81
Electronic Arts (EA) 0.2 $343k 2.8k 121.80
Tesla Motors (TSLA) 0.2 $343k 509.00 673.87
Kimberly-Clark Corporation (KMB) 0.2 $341k 2.5k 135.21
Adobe Systems Incorporated (ADBE) 0.2 $338k 923.00 366.20
Meta Platforms Cl A (META) 0.2 $313k 1.9k 161.01
Vanguard World Fds Utilities Etf (VPU) 0.2 $312k 2.1k 152.20
Ishares Tr Msci Eafe Etf (EFA) 0.2 $311k 5.0k 62.46
Illinois Tool Works (ITW) 0.2 $286k 1.6k 182.28
Trane Technologies SHS (TT) 0.2 $278k 2.1k 129.66
Essential Utils (WTRG) 0.2 $276k 6.0k 45.89
Abbvie (ABBV) 0.1 $269k 1.8k 153.19
Ishares Esg Awr Msci Em (ESGE) 0.1 $267k 8.3k 32.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $241k 1.1k 219.09
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $240k 2.3k 104.85
Caterpillar (CAT) 0.1 $238k 1.3k 178.68
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $237k 4.8k 48.98
Fastenal Company (FAST) 0.1 $226k 4.5k 49.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $221k 4.4k 50.00
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $218k 9.2k 23.79
Waters Corporation (WAT) 0.1 $216k 654.00 330.28
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 1.3k 168.49
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $216k 10k 21.10
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $215k 3.7k 57.41
Ishares Tr Rus 1000 Etf (IWB) 0.1 $207k 995.00 208.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $201k 3.2k 62.29
Ford Motor Company (F) 0.1 $124k 11k 11.17