Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 145 positions in its portfolio as reported in the December 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) 6.4 $11M 29k 382.43
Ishares Tr Core S&p500 Etf (IVV) 4.9 $8.5M 22k 384.21
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $7.1M 47k 151.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $4.7M 105k 45.15
Apple (AAPL) 2.7 $4.6M 35k 129.93
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $3.9M 16k 241.89
Ishares Tr Gnma Bond Etf (GNMA) 2.1 $3.7M 84k 43.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.1 $3.5M 73k 48.24
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $3.3M 67k 49.82
Johnson & Johnson (JNJ) 1.9 $3.3M 19k 176.65
Microsoft Corporation (MSFT) 1.8 $3.1M 13k 239.82
UnitedHealth (UNH) 1.7 $3.0M 5.7k 530.18
Ishares Tr Core Msci Eafe (IEFA) 1.6 $2.8M 46k 61.64
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $2.6M 28k 94.64
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $2.4M 48k 50.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $2.3M 51k 45.65
Ishares Gold Tr Ishares New (IAU) 1.3 $2.3M 66k 34.59
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $2.2M 22k 96.99
Nextera Energy (NEE) 1.2 $2.2M 26k 83.60
Pepsi (PEP) 1.2 $2.1M 12k 180.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.0M 25k 77.51
Procter & Gamble Company (PG) 1.1 $1.9M 13k 151.56
Merck & Co (MRK) 1.0 $1.8M 16k 110.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.7M 41k 41.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $1.7M 31k 55.56
Cisco Systems (CSCO) 1.0 $1.7M 35k 47.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.6M 37k 44.81
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $1.6M 14k 114.89
Raytheon Technologies Corp (RTX) 0.9 $1.6M 16k 100.92
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.6M 19k 82.32
Danaher Corporation (DHR) 0.9 $1.5M 5.8k 265.42
Pfizer (PFE) 0.8 $1.5M 28k 51.24
United Parcel Service CL B (UPS) 0.8 $1.4M 8.3k 173.84
Exxon Mobil Corporation (XOM) 0.8 $1.4M 13k 110.30
American Express Company (AXP) 0.8 $1.4M 9.6k 147.75
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.4M 16k 88.23
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.4M 16k 88.73
Nike CL B (NKE) 0.8 $1.4M 12k 117.01
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.4M 26k 51.79
Walt Disney Company (DIS) 0.8 $1.4M 16k 86.88
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.8 $1.3M 29k 46.33
JPMorgan Chase & Co. (JPM) 0.8 $1.3M 9.8k 134.10
Vanguard World Fds Health Car Etf (VHT) 0.8 $1.3M 5.2k 248.05
Texas Instruments Incorporated (TXN) 0.7 $1.3M 7.7k 165.22
Norfolk Southern (NSC) 0.7 $1.2M 5.0k 246.42
Home Depot (HD) 0.7 $1.2M 3.9k 315.86
Thermo Fisher Scientific (TMO) 0.7 $1.2M 2.2k 550.69
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.2M 24k 49.51
General Dynamics Corporation (GD) 0.7 $1.2M 4.7k 248.11
3M Company (MMM) 0.6 $1.1M 8.9k 119.92
Starbucks Corporation (SBUX) 0.6 $1.1M 11k 99.20
TJX Companies (TJX) 0.6 $1.1M 13k 79.60
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.0M 9.5k 106.44
Amazon (AMZN) 0.6 $964k 12k 84.00
Rollins (ROL) 0.6 $959k 26k 36.54
Verizon Communications (VZ) 0.6 $951k 24k 39.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $937k 24k 38.98
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $925k 11k 84.75
Ishares Tr Mbs Etf (MBB) 0.5 $921k 9.9k 92.75
Ishares Core Msci Emkt (IEMG) 0.5 $916k 20k 46.70
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $911k 19k 47.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $908k 14k 65.61
Medtronic SHS (MDT) 0.5 $891k 12k 77.72
Ishares Tr Intrm Gov Cr Etf (GVI) 0.5 $887k 8.7k 102.46
Visa Com Cl A (V) 0.5 $844k 4.1k 207.76
Becton, Dickinson and (BDX) 0.5 $821k 3.2k 254.30
Lowe's Companies (LOW) 0.5 $809k 4.1k 199.25
Ishares Tr Msci Kld400 Soc (DSI) 0.5 $802k 11k 71.79
Ishares Tr Core Intl Aggr (IAGG) 0.5 $792k 17k 47.55
Garmin SHS (GRMN) 0.5 $782k 8.5k 92.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $775k 7.2k 108.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $766k 2.2k 351.34
Oracle Corporation (ORCL) 0.4 $730k 8.9k 81.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $716k 2.3k 308.90
Eaton Corp SHS (ETN) 0.4 $706k 4.5k 156.95
Mastercard Incorporated Cl A (MA) 0.4 $699k 2.0k 347.73
Ishares Tr U.s. Finls Etf (IYF) 0.4 $697k 9.2k 75.47
IDEXX Laboratories (IDXX) 0.4 $689k 1.7k 407.96
Duke Energy Corp Com New (DUK) 0.4 $683k 6.6k 102.99
Colgate-Palmolive Company (CL) 0.4 $664k 8.4k 78.79
Ishares Tr Russell 2000 Etf (IWM) 0.4 $650k 3.7k 174.34
Ecolab (ECL) 0.4 $642k 4.4k 145.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $631k 8.4k 75.19
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $622k 12k 50.41
FedEx Corporation (FDX) 0.3 $602k 3.5k 173.20
Bank of America Corporation (BAC) 0.3 $602k 18k 33.12
Mccormick & Co Com Non Vtg (MKC) 0.3 $598k 7.2k 82.89
Xcel Energy (XEL) 0.3 $597k 8.5k 70.11
Deere & Company (DE) 0.3 $585k 1.4k 428.76
Intel Corporation (INTC) 0.3 $560k 21k 26.43
Dominion Resources (D) 0.3 $557k 9.1k 61.32
Bristol Myers Squibb (BMY) 0.3 $554k 7.7k 71.95
Cme (CME) 0.3 $541k 3.2k 168.16
NVIDIA Corporation (NVDA) 0.3 $526k 3.6k 146.14
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $497k 7.7k 64.34
Comcast Corp Cl A (CMCSA) 0.3 $495k 14k 34.97
Paypal Holdings (PYPL) 0.3 $480k 6.7k 71.22
Ishares Tr National Mun Etf (MUB) 0.3 $473k 4.5k 105.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $470k 3.3k 141.25
Gilead Sciences (GILD) 0.3 $465k 5.4k 85.85
Spdr Gold Tr Gold Shs (GLD) 0.3 $450k 2.7k 169.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $448k 11k 40.51
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $427k 6.5k 65.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $420k 18k 23.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $406k 13k 32.21
McDonald's Corporation (MCD) 0.2 $405k 1.5k 263.53
CSX Corporation (CSX) 0.2 $395k 13k 30.98
Costco Wholesale Corporation (COST) 0.2 $387k 847.00 456.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $386k 4.8k 81.17
Electronic Arts (EA) 0.2 $376k 3.1k 122.18
Adobe Systems Incorporated (ADBE) 0.2 $375k 1.1k 336.53
Southern Copper Corporation (SCCO) 0.2 $372k 6.2k 60.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $367k 5.6k 66.02
International Business Machines (IBM) 0.2 $359k 2.6k 140.89
Us Bancorp Del Com New (USB) 0.2 $359k 8.2k 43.61
Chevron Corporation (CVX) 0.2 $349k 1.9k 179.49
Abbott Laboratories (ABT) 0.2 $346k 3.2k 109.79
Trane Technologies SHS (TT) 0.2 $343k 2.0k 168.09
Caterpillar (CAT) 0.2 $341k 1.4k 239.56
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $339k 3.5k 95.78
Vanguard World Fds Utilities Etf (VPU) 0.2 $314k 2.1k 153.36
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $298k 933.00 319.41
Clorox Company (CLX) 0.2 $298k 2.1k 140.33
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $296k 3.5k 84.59
GSK Sponsored Adr (GSK) 0.2 $275k 7.8k 35.14
Ishares Tr Msci Eafe Etf (EFA) 0.2 $273k 4.2k 65.64
Essential Utils (WTRG) 0.2 $273k 5.7k 47.73
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $242k 13k 19.29
Illinois Tool Works (ITW) 0.1 $242k 1.1k 220.30
SYSCO Corporation (SYY) 0.1 $237k 3.1k 76.45
Abbvie (ABBV) 0.1 $235k 1.5k 161.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $234k 1.1k 214.24
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $233k 3.5k 65.86
salesforce (CRM) 0.1 $228k 1.7k 132.59
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $226k 3.7k 60.36
Meta Platforms Cl A (META) 0.1 $224k 1.9k 117.18
Intuit (INTU) 0.1 $217k 557.00 389.22
Arista Networks (ANET) 0.1 $212k 1.7k 121.35
Ishares Esg Awr Msci Em (ESGE) 0.1 $211k 7.0k 30.07
Ishares Tr Rus 1000 Etf (IWB) 0.1 $210k 995.00 210.52
Netflix (NFLX) 0.1 $204k 690.00 294.88
Novo-nordisk A S Adr (NVO) 0.1 $203k 1.5k 135.34
Analog Devices (ADI) 0.1 $202k 1.2k 164.03
Ford Motor Company (F) 0.1 $182k 16k 11.63
Haleon Spon Ads (HLN) 0.1 $90k 11k 8.00