Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2023

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 147 positions in its portfolio as reported in the March 2023 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) 6.6 $11M 28k 409.38
Ishares Tr Core S&p500 Etf (IVV) 5.2 $9.1M 22k 411.08
Vanguard Specialized Funds Div App Etf (VIG) 4.2 $7.3M 47k 154.01
Apple (AAPL) 3.1 $5.5M 33k 164.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $4.9M 101k 48.37
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $4.3M 17k 250.16
Microsoft Corporation (MSFT) 1.9 $3.4M 12k 288.30
Ishares Tr Gnma Bond Etf (Principal) (GNMA) 1.9 $3.2M 73k 44.46
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.2M 48k 66.85
Ishares Tr Ishs 1-5yr Invs (Principal) (IGSB) 1.7 $3.0M 60k 50.54
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.0M 31k 96.70
Johnson & Johnson (JNJ) 1.6 $2.9M 19k 155.00
Schwab Strategic Tr Sht Tm Us Tres (Principal) (SCHO) 1.6 $2.8M 57k 48.79
UnitedHealth (UNH) 1.5 $2.6M 5.5k 472.59
Ishares Gold Tr Ishares New (Principal) (IAU) 1.4 $2.5M 67k 37.37
Ishares Tr Core Us Aggbd Et (Principal) (AGG) 1.4 $2.4M 24k 99.64
Ishares Tr Fltg Rate Nt Etf (Principal) (FLOT) 1.3 $2.3M 45k 50.39
Pepsi (PEP) 1.2 $2.1M 11k 182.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.9M 30k 65.17
Nextera Energy (NEE) 1.1 $1.9M 25k 77.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.9M 42k 45.17
Procter & Gamble Company (PG) 1.1 $1.9M 13k 148.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $1.7M 37k 47.85
Schwab Strategic Tr Us Aggregate B (Principal) (SCHZ) 1.0 $1.7M 37k 46.91
Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT) 1.0 $1.7M 21k 80.22
Merck & Co (MRK) 1.0 $1.7M 16k 106.39
Cisco Systems (CSCO) 0.9 $1.6M 32k 52.27
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.6M 15k 103.73
American Express Company (AXP) 0.9 $1.6M 9.6k 164.95
United Parcel Service CL B (UPS) 0.9 $1.6M 8.0k 193.99
Walt Disney Company (DIS) 0.9 $1.6M 16k 100.13
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.5M 15k 104.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.5M 37k 40.40
Raytheon Technologies Corp (RTX) 0.8 $1.4M 15k 97.93
Exxon Mobil Corporation (XOM) 0.8 $1.4M 13k 109.66
Schwab Strategic Tr Us Tips Etf (Principal) (SCHP) 0.8 $1.4M 27k 53.61
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.4M 16k 87.77
Nike CL B (NKE) 0.8 $1.4M 12k 122.64
Danaher Corporation (DHR) 0.8 $1.4M 5.5k 252.04
Texas Instruments Incorporated (TXN) 0.8 $1.4M 7.5k 186.01
Ishares Tr A Rate Cp Bd Etf (Principal) (QLTA) 0.8 $1.3M 27k 47.84
Thermo Fisher Scientific (TMO) 0.7 $1.2M 2.2k 576.37
JPMorgan Chase & Co. (JPM) 0.7 $1.2M 9.5k 130.31
Vanguard World Fds Health Car Etf (VHT) 0.7 $1.2M 5.1k 238.46
Home Depot (HD) 0.7 $1.1M 3.8k 295.12
Amazon (AMZN) 0.6 $1.1M 11k 103.29
Pfizer (PFE) 0.6 $1.1M 27k 40.80
First Tr Exchange-traded Fst Low Oppt Eft (Principal) (LMBS) 0.6 $1.1M 23k 47.87
General Dynamics Corporation (GD) 0.6 $1.1M 4.7k 228.21
Starbucks Corporation (SBUX) 0.6 $1.1M 10k 104.13
Ishares Tr 3 7 Yr Treas Bd (Principal) (IEI) 0.6 $1.1M 9.0k 117.65
Ishares Tr Tips Bd Etf (Principal) (TIP) 0.6 $1.0M 9.3k 110.25
TJX Companies (TJX) 0.6 $985k 13k 78.36
Rollins (ROL) 0.6 $985k 26k 37.53
Ishares Tr Ishs 5-10yr Invt (Principal) (IGIB) 0.6 $981k 19k 51.28
Ishares Core Msci Emkt (IEMG) 0.6 $958k 20k 48.79
NVIDIA Corporation (NVDA) 0.5 $942k 3.4k 277.77
Ishares Tr Mbs Etf (Principal) (MBB) 0.5 $939k 9.9k 94.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $933k 14k 67.85
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $931k 10k 90.45
Norfolk Southern (NSC) 0.5 $918k 4.3k 212.00
Visa Com Cl A (V) 0.5 $909k 4.0k 225.46
Medtronic SHS (MDT) 0.5 $876k 11k 80.62
Verizon Communications (VZ) 0.5 $849k 22k 38.89
3M Company (MMM) 0.5 $832k 7.9k 105.11
Oracle Corporation (ORCL) 0.5 $827k 8.9k 92.92
Ishares Tr Core Intl Aggr (Principal) (IAGG) 0.5 $825k 17k 48.95
Garmin SHS (GRMN) 0.5 $825k 8.2k 100.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $820k 2.2k 376.07
Ishares Tr Intrm Gov Cr Etf (Principal) (GVI) 0.5 $812k 7.8k 104.48
Lowe's Companies (LOW) 0.5 $809k 4.0k 199.95
Becton, Dickinson and (BDX) 0.5 $802k 3.2k 247.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $798k 7.6k 105.50
Ecolab (ECL) 0.4 $767k 4.6k 165.53
IDEXX Laboratories (IDXX) 0.4 $766k 1.5k 500.08
Eaton Corp SHS (ETN) 0.4 $733k 4.3k 171.34
Mastercard Incorporated Cl A (MA) 0.4 $725k 2.0k 363.41
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $704k 9.0k 77.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $674k 2.2k 308.77
FedEx Corporation (FDX) 0.4 $663k 2.9k 228.49
Colgate-Palmolive Company (CL) 0.4 $641k 8.5k 75.15
Ishares Tr TRS FLT RT BD (Principal) (TFLO) 0.4 $621k 12k 50.59
Cme (CME) 0.4 $616k 3.2k 191.52
Ishares Tr Russell 2000 Etf (IWM) 0.4 $610k 3.4k 178.40
Duke Energy Corp Com New (DUK) 0.3 $594k 6.2k 96.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 0.3 $586k 7.7k 76.23
Spdr Gold Tr Gold Shs (Principal) (GLD) 0.3 $581k 3.2k 183.22
Mccormick & Co Com Non Vtg (MKC) 0.3 $581k 7.0k 83.21
Xcel Energy (XEL) 0.3 $574k 8.5k 67.44
Deere & Company (DE) 0.3 $566k 1.4k 412.88
Intel Corporation (INTC) 0.3 $562k 17k 32.67
Ishares Tr U.s. Finls Etf (IYF) 0.3 $531k 7.5k 71.14
Bank of America Corporation (BAC) 0.3 $528k 18k 28.60
Paypal Holdings (PYPL) 0.3 $513k 6.8k 75.94
Spdr Ser Tr Bbg Conv Sec Etf (Principal) (CWB) 0.3 $508k 7.6k 67.07
Comcast Corp Cl A (CMCSA) 0.3 $508k 13k 37.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $481k 3.3k 144.62
Ishares Tr National Mun Etf (Principal) (MUB) 0.3 $475k 4.4k 107.74
Southern Copper Corporation (SCCO) 0.3 $470k 6.2k 76.25
Bristol Myers Squibb (BMY) 0.3 $467k 6.7k 69.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $459k 11k 41.93
Dominion Resources (D) 0.3 $454k 8.1k 55.91
Gilead Sciences (GILD) 0.3 $450k 5.4k 82.97
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $439k 6.1k 71.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $432k 12k 34.80
McDonald's Corporation (MCD) 0.2 $430k 1.5k 279.61
Costco Wholesale Corporation (COST) 0.2 $421k 847.00 496.87
Ishares Tr Esg Awre 1 5 Yr (Principal) (SUSB) 0.2 $416k 17k 24.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $399k 6.1k 65.58
Meta Platforms Cl A (META) 0.2 $382k 1.8k 211.94
CSX Corporation (CSX) 0.2 $382k 13k 29.94
Adobe Systems Incorporated (ADBE) 0.2 $377k 977.00 385.37
Ishares Tr 1 3 Yr Treas Bd (Principal) (SHY) 0.2 $373k 4.5k 82.16
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $360k 933.00 385.47
Electronic Arts (EA) 0.2 $345k 2.9k 120.45
salesforce (CRM) 0.2 $344k 1.7k 199.78
International Business Machines (IBM) 0.2 $334k 2.6k 131.09
Ishares Tr Conv Bd Etf (Principal) (ICVT) 0.2 $327k 4.5k 72.62
Ishares Tr Msci Eafe Etf (EFA) 0.2 $325k 4.5k 71.52
Caterpillar (CAT) 0.2 $325k 1.4k 228.84
Clorox Company (CLX) 0.2 $319k 2.0k 158.24
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB) 0.2 $318k 3.7k 86.28
Chevron Corporation (CVX) 0.2 $317k 1.9k 163.16
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 0.2 $303k 3.1k 99.12
SYSCO Corporation (SYY) 0.2 $298k 3.9k 77.23
Arista Networks (ANET) 0.2 $297k 1.8k 167.86
GSK Sponsored Adr (GSK) 0.2 $279k 7.8k 35.58
Illinois Tool Works (ITW) 0.2 $267k 1.1k 243.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $266k 1.1k 244.33
Vanguard World Fds Utilities Etf (VPU) 0.2 $261k 1.8k 147.52
Intuit (INTU) 0.1 $250k 560.00 445.83
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $243k 13k 19.50
Analog Devices (ADI) 0.1 $242k 1.2k 197.22
Ishares Tr Broad Usd High (Principal) (USHY) 0.1 $242k 6.8k 35.55
Ishares Tr Esg Awre Usd Etf (Principal) (SUSC) 0.1 $239k 10k 23.02
Blackstone Group Inc Com Cl A (BX) 0.1 $237k 2.7k 87.84
Abbott Laboratories (ABT) 0.1 $236k 2.3k 101.26
Trane Technologies SHS (TT) 0.1 $234k 1.3k 183.98
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $234k 3.7k 62.34
Netflix (NFLX) 0.1 $227k 656.00 345.48
Ishares Tr Rus 1000 Etf (IWB) 0.1 $224k 995.00 225.23
Marathon Petroleum Corp (MPC) 0.1 $216k 1.6k 134.83
Ishares Esg Awr Msci Em (ESGE) 0.1 $213k 6.8k 31.48
4068594 Enphase Energy (ENPH) 0.1 $210k 1.0k 210.28
Ishares Tr Ishares Biotech (IBB) 0.1 $210k 1.6k 129.16
Ford Motor Company (F) 0.1 $202k 16k 12.60
Haleon Spon Ads (HLN) 0.1 $91k 11k 8.14