Bigelow Investment Advisors

Bigelow Investment Advisors as of Sept. 30, 2022

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 138 positions in its portfolio as reported in the September 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 $10M 29k 357.17
Ishares Tr Core S&p500 Etf (IVV) 4.6 $7.7M 22k 358.64
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $6.0M 45k 135.16
Ishares Tr Gnma Bond Etf (GNMA) 3.3 $5.6M 130k 43.01
Apple (AAPL) 3.2 $5.4M 39k 138.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.0 $5.1M 103k 49.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $4.9M 116k 42.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $4.7M 98k 48.26
Microsoft Corporation (MSFT) 1.9 $3.2M 14k 232.89
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $3.2M 14k 219.29
Johnson & Johnson (JNJ) 1.8 $3.1M 19k 163.33
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $3.0M 60k 50.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.8 $2.9M 65k 45.31
UnitedHealth (UNH) 1.7 $2.9M 5.8k 505.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.5 $2.5M 33k 75.68
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.4 $2.4M 21k 114.27
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.2M 41k 52.66
Ishares Gold Tr Ishares New (IAU) 1.3 $2.2M 69k 31.53
Nextera Energy (NEE) 1.2 $2.0M 26k 78.41
Pepsi (PEP) 1.2 $2.0M 12k 163.26
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.9M 22k 87.18
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.1 $1.8M 39k 45.37
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.7M 18k 96.17
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.6M 32k 51.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $1.6M 39k 41.98
Procter & Gamble Company (PG) 1.0 $1.6M 13k 126.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $1.5M 27k 55.82
Danaher Corporation (DHR) 0.9 $1.5M 5.7k 258.34
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.5M 16k 95.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $1.5M 30k 48.28
Cisco Systems (CSCO) 0.9 $1.5M 37k 40.00
Merck & Co (MRK) 0.9 $1.4M 17k 86.11
Walt Disney Company (DIS) 0.8 $1.4M 15k 94.32
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.4M 15k 96.35
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.4M 18k 75.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.4M 38k 36.37
Amazon (AMZN) 0.8 $1.4M 12k 112.98
Raytheon Technologies Corp (RTX) 0.8 $1.3M 16k 81.84
United Parcel Service CL B (UPS) 0.8 $1.3M 8.3k 161.59
Texas Instruments Incorporated (TXN) 0.8 $1.3M 8.2k 154.73
Ishares Tr Intrm Gov Cr Etf (GVI) 0.8 $1.3M 12k 101.71
Pfizer (PFE) 0.8 $1.3M 29k 43.75
American Express Company (AXP) 0.7 $1.2M 9.1k 134.93
Thermo Fisher Scientific (TMO) 0.7 $1.2M 2.3k 507.38
Exxon Mobil Corporation (XOM) 0.7 $1.1M 13k 87.30
Home Depot (HD) 0.6 $1.1M 3.9k 275.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.0M 14k 74.26
Norfolk Southern (NSC) 0.6 $1.0M 4.9k 209.62
Verizon Communications (VZ) 0.6 $1.0M 27k 37.97
Ishares Tr National Mun Etf (MUB) 0.6 $1.0M 10k 102.63
General Dynamics Corporation (GD) 0.6 $1.0M 4.8k 212.26
JPMorgan Chase & Co. (JPM) 0.6 $992k 9.5k 104.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $984k 16k 60.52
3M Company (MMM) 0.6 $981k 8.9k 110.51
Nike CL B (NKE) 0.6 $979k 12k 83.09
Ishares Core Msci Emkt (IEMG) 0.6 $927k 22k 42.97
Rollins (ROL) 0.5 $910k 26k 34.67
Medtronic SHS (MDT) 0.5 $908k 11k 80.78
Starbucks Corporation (SBUX) 0.5 $904k 11k 84.29
TJX Companies (TJX) 0.5 $866k 14k 62.10
Visa Com Cl A (V) 0.5 $839k 4.7k 177.68
Lowe's Companies (LOW) 0.5 $816k 4.3k 187.89
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $813k 10k 79.46
Vanguard World Fds Health Car Etf (VHT) 0.5 $811k 3.6k 223.60
Becton, Dickinson and (BDX) 0.5 $774k 3.5k 222.73
Ishares Tr Core Intl Aggr (IAGG) 0.4 $730k 15k 48.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $715k 2.2k 328.13
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.4 $710k 30k 23.48
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $677k 10k 66.98
Ishares Tr Tips Bd Etf (TIP) 0.4 $668k 6.4k 104.83
Duke Energy Corp Com New (DUK) 0.4 $647k 7.0k 93.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $631k 2.4k 266.92
Cme (CME) 0.4 $624k 3.5k 177.22
Ishares Tr U.s. Finls Etf (IYF) 0.4 $623k 9.2k 67.50
Ishares Tr Russell 2000 Etf (IWM) 0.4 $618k 3.7k 164.84
Intel Corporation (INTC) 0.4 $618k 24k 25.76
Ecolab (ECL) 0.4 $616k 4.3k 144.33
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $608k 12k 50.48
Eaton Corp SHS (ETN) 0.4 $603k 4.5k 133.26
Bristol Myers Squibb (BMY) 0.4 $603k 8.5k 71.10
Dominion Resources (D) 0.3 $586k 8.5k 69.06
Paypal Holdings (PYPL) 0.3 $584k 6.8k 86.03
Mastercard Incorporated Cl A (MA) 0.3 $574k 2.0k 284.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $569k 5.9k 95.94
Xcel Energy (XEL) 0.3 $562k 8.8k 64.02
Colgate-Palmolive Company (CL) 0.3 $560k 8.0k 70.20
Oracle Corporation (ORCL) 0.3 $556k 9.1k 61.07
Ishares Tr Mbs Etf (MBB) 0.3 $555k 6.1k 91.60
Costco Wholesale Corporation (COST) 0.3 $554k 1.2k 472.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $545k 19k 28.14
IDEXX Laboratories (IDXX) 0.3 $535k 1.6k 326.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $528k 15k 36.49
FedEx Corporation (FDX) 0.3 $516k 3.5k 148.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $510k 14k 37.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $510k 5.4k 94.80
Mccormick & Co Com Non Vtg (MKC) 0.3 $502k 7.1k 71.21
Bank of America Corporation (BAC) 0.3 $502k 17k 30.17
Deere & Company (DE) 0.3 $497k 1.5k 333.56
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $495k 7.8k 63.27
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $473k 6.0k 79.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $420k 5.2k 81.19
Comcast Corp Cl A (CMCSA) 0.2 $417k 14k 29.30
NVIDIA Corporation (NVDA) 0.2 $411k 3.4k 121.49
Clorox Company (CLX) 0.2 $409k 3.2k 128.33
Tesla Motors (TSLA) 0.2 $402k 1.5k 265.35
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $378k 17k 21.80
Electronic Arts (EA) 0.2 $370k 3.2k 115.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $367k 6.5k 56.12
CSX Corporation (CSX) 0.2 $364k 14k 26.66
McDonald's Corporation (MCD) 0.2 $363k 1.6k 230.77
Us Bancorp Del Com New (USB) 0.2 $357k 8.9k 40.27
Gilead Sciences (GILD) 0.2 $334k 5.4k 61.65
Abbott Laboratories (ABT) 0.2 $317k 3.3k 96.73
Meta Platforms Cl A (META) 0.2 $317k 2.3k 135.82
Trane Technologies SHS (TT) 0.2 $312k 2.2k 144.85
International Business Machines (IBM) 0.2 $307k 2.6k 118.76
Adobe Systems Incorporated (ADBE) 0.2 $299k 1.1k 274.82
Vanguard World Fds Utilities Etf (VPU) 0.2 $292k 2.1k 142.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $287k 13k 22.40
Kimberly-Clark Corporation (KMB) 0.2 $281k 2.5k 112.40
Illinois Tool Works (ITW) 0.2 $270k 1.5k 180.72
GSK Sponsored Adr (GSK) 0.2 $264k 9.0k 29.40
Caterpillar (CAT) 0.2 $264k 1.6k 163.87
Ishares Tr Msci Eafe Etf (EFA) 0.2 $255k 4.5k 56.06
Spdr Gold Tr Gold Shs (GLD) 0.1 $246k 1.6k 154.62
salesforce (CRM) 0.1 $241k 1.7k 144.05
Essential Utils (WTRG) 0.1 $236k 5.7k 41.30
Abbvie (ABBV) 0.1 $236k 1.8k 134.40
Ishares Esg Awr Msci Em (ESGE) 0.1 $233k 8.4k 27.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $231k 1.1k 210.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $229k 3.9k 58.42
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $219k 12k 18.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $218k 2.1k 102.68
Intuit (INTU) 0.1 $213k 550.00 387.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $213k 4.4k 48.19
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $202k 3.7k 53.94
Ford Motor Company (F) 0.1 $158k 14k 11.17
Haleon Spon Ads (HLN) 0.0 $68k 11k 6.06