Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 150 positions in its portfolio as reported in the December 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) 6.7 $12M 26k 475.32
Ishares Tr Core S&p500 Etf (IVV) 6.4 $12M 25k 477.63
Vanguard Specialized Funds Div App Etf (VIG) 4.3 $7.9M 47k 170.40
Apple (AAPL) 3.3 $6.1M 32k 192.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $5.2M 93k 56.40
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $4.8M 18k 277.14
Microsoft Corporation (MSFT) 2.3 $4.2M 11k 376.04
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $4.0M 37k 108.25
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.3M 46k 70.35
Ishares Gold Tr Ishares New (IAU) 1.7 $3.2M 83k 39.03
Ishares Tr Gnma Bond Etf (GNMA) 1.6 $2.9M 66k 44.25
Johnson & Johnson (JNJ) 1.6 $2.9M 18k 156.74
UnitedHealth (UNH) 1.5 $2.8M 5.4k 526.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $2.8M 34k 82.96
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.2M 16k 139.69
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.2M 22k 99.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $2.2M 42k 51.27
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $2.1M 42k 50.62
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.0M 15k 140.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $2.0M 42k 48.45
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $2.0M 36k 55.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.0M 48k 41.10
American Express Company (AXP) 1.0 $1.9M 10k 187.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.9M 40k 47.90
Pepsi (PEP) 1.0 $1.9M 11k 169.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $1.9M 23k 81.28
Procter & Gamble Company (PG) 1.0 $1.8M 12k 146.54
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 10k 170.10
Merck & Co (MRK) 0.9 $1.7M 15k 109.02
Amazon (AMZN) 0.9 $1.7M 11k 151.94
NVIDIA Corporation (NVDA) 0.8 $1.6M 3.1k 495.22
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.5M 15k 100.51
Cisco Systems (CSCO) 0.8 $1.5M 31k 50.52
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $1.5M 31k 48.32
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $1.5M 31k 46.62
Walt Disney Company (DIS) 0.8 $1.4M 16k 90.29
Nextera Energy (NEE) 0.7 $1.4M 22k 60.74
Danaher Corporation (DHR) 0.7 $1.3M 5.8k 231.34
Home Depot (HD) 0.7 $1.3M 3.8k 346.55
Exxon Mobil Corporation (XOM) 0.7 $1.3M 13k 99.98
Raytheon Technologies Corp (RTX) 0.7 $1.3M 16k 84.14
Nike CL B (NKE) 0.7 $1.3M 12k 108.57
Texas Instruments Incorporated (TXN) 0.7 $1.3M 7.4k 170.46
United Parcel Service CL B (UPS) 0.7 $1.2M 8.0k 157.23
General Dynamics Corporation (GD) 0.7 $1.2M 4.7k 259.67
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.2M 23k 52.20
TJX Companies (TJX) 0.7 $1.2M 13k 93.81
Vanguard World Fds Health Car Etf (VHT) 0.6 $1.2M 4.8k 250.70
Thermo Fisher Scientific (TMO) 0.6 $1.2M 2.2k 530.79
Rollins (ROL) 0.6 $1.1M 26k 43.67
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.6 $1.1M 23k 48.13
Visa Com Cl A (V) 0.6 $1.1M 4.2k 260.35
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $1.0M 15k 70.10
Garmin SHS (GRMN) 0.6 $1.0M 8.1k 128.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.0M 9.8k 104.92
Starbucks Corporation (SBUX) 0.5 $1.0M 11k 96.01
Ishares Tr Tips Bd Etf (TIP) 0.5 $959k 8.9k 107.49
Lowe's Companies (LOW) 0.5 $956k 4.3k 222.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $955k 13k 75.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $952k 2.2k 436.80
Ecolab (ECL) 0.5 $932k 4.7k 198.35
Ishares Core Msci Emkt (IEMG) 0.5 $924k 18k 50.58
Oracle Corporation (ORCL) 0.5 $911k 8.6k 105.43
Medtronic SHS (MDT) 0.5 $887k 11k 82.38
IDEXX Laboratories (IDXX) 0.5 $885k 1.6k 555.05
Ishares Tr National Mun Etf (MUB) 0.5 $848k 7.8k 108.41
Mastercard Incorporated Cl A (MA) 0.5 $834k 2.0k 426.51
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $820k 16k 52.00
Eaton Corp SHS (ETN) 0.4 $810k 3.4k 240.82
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $800k 8.8k 91.05
Becton, Dickinson and (BDX) 0.4 $763k 3.1k 243.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $747k 2.1k 356.66
Ishares Tr Core Intl Aggr (IAGG) 0.4 $718k 14k 49.80
Colgate-Palmolive Company (CL) 0.4 $706k 8.9k 79.71
Pfizer (PFE) 0.4 $703k 24k 28.79
Bank of America Corporation (BAC) 0.4 $702k 21k 33.67
Ishares Tr Mbs Etf (MBB) 0.4 $675k 7.2k 94.08
FedEx Corporation (FDX) 0.4 $673k 2.7k 252.97
Cme (CME) 0.4 $659k 3.1k 210.60
Adobe Systems Incorporated (ADBE) 0.3 $644k 1.1k 596.60
Ishares Tr Russell 2000 Etf (IWM) 0.3 $639k 3.2k 200.70
Duke Energy Corp Com New (DUK) 0.3 $637k 6.6k 97.04
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $636k 20k 31.51
Ishares Tr U.s. Finls Etf (IYF) 0.3 $629k 7.4k 85.41
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $607k 12k 50.47
Meta Platforms Cl A (META) 0.3 $595k 1.7k 353.96
Norfolk Southern (NSC) 0.3 $578k 2.4k 236.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $569k 5.1k 111.63
Verizon Communications (VZ) 0.3 $565k 15k 37.70
Ishares Tr Ishares Biotech (IBB) 0.3 $551k 4.1k 135.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $541k 11k 47.24
Southern Copper Corporation (SCCO) 0.3 $530k 6.2k 86.07
Deere & Company (DE) 0.3 $525k 1.3k 399.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $525k 3.3k 157.80
Costco Wholesale Corporation (COST) 0.3 $516k 782.00 660.08
Comcast Corp Cl A (CMCSA) 0.3 $506k 12k 43.85
salesforce (CRM) 0.3 $502k 1.9k 263.14
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $497k 6.6k 75.54
Xcel Energy (XEL) 0.3 $483k 7.8k 61.91
Mccormick & Co Com Non Vtg (MKC) 0.3 $474k 6.9k 68.42
Arista Networks (ANET) 0.3 $463k 2.0k 235.51
Caterpillar (CAT) 0.2 $452k 1.5k 295.67
CSX Corporation (CSX) 0.2 $442k 13k 34.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $435k 12k 36.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $426k 5.5k 77.37
Netflix (NFLX) 0.2 $422k 867.00 486.88
Gilead Sciences (GILD) 0.2 $419k 5.2k 81.01
International Business Machines (IBM) 0.2 $417k 2.6k 163.55
McDonald's Corporation (MCD) 0.2 $412k 1.4k 296.51
Electronic Arts (EA) 0.2 $412k 3.0k 136.81
Intuit (INTU) 0.2 $412k 659.00 625.03
Ishares Tr Conv Bd Etf (ICVT) 0.2 $411k 5.2k 78.59
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $410k 848.00 484.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $410k 3.5k 117.13
Blackstone Group Inc Com Cl A (BX) 0.2 $404k 3.1k 130.92
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $403k 5.6k 72.15
Honeywell International (HON) 0.2 $365k 1.7k 209.71
Paypal Holdings (PYPL) 0.2 $364k 5.9k 61.41
Ishares Tr Intrm Gov Cr Etf (GVI) 0.2 $352k 3.4k 104.76
SYSCO Corporation (SYY) 0.2 $339k 4.6k 73.13
Spdr Gold Tr Gold Shs (GLD) 0.2 $337k 1.8k 191.17
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $326k 16k 20.71
Applied Materials (AMAT) 0.2 $310k 1.9k 162.07
Bristol Myers Squibb (BMY) 0.2 $308k 6.0k 51.31
Trane Technologies SHS (TT) 0.2 $302k 1.2k 243.90
Illinois Tool Works (ITW) 0.2 $287k 1.1k 261.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $285k 940.00 303.17
Clorox Company (CLX) 0.1 $274k 1.9k 142.59
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $272k 11k 24.48
Chevron Corporation (CVX) 0.1 $267k 1.8k 149.16
3M Company (MMM) 0.1 $267k 2.4k 109.32
4068594 Enphase Energy (ENPH) 0.1 $264k 2.0k 132.14
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $263k 3.7k 70.28
Ishares Tr Msci Eafe Etf (EFA) 0.1 $256k 3.4k 75.35
Abbvie (ABBV) 0.1 $255k 1.6k 154.97
Ishares Tr Rus 1000 Etf (IWB) 0.1 $254k 970.00 262.26
Analog Devices (ADI) 0.1 $244k 1.2k 198.56
Vanguard World Fds Utilities Etf (VPU) 0.1 $240k 1.8k 137.07
Autodesk (ADSK) 0.1 $237k 975.00 243.48
Marathon Petroleum Corp (MPC) 0.1 $237k 1.6k 148.36
Ford Motor Company (F) 0.1 $236k 19k 12.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $230k 2.8k 82.04
Ishares Esg Awr Msci Em (ESGE) 0.1 $226k 7.0k 32.06
Intel Corporation (INTC) 0.1 $226k 4.5k 50.25
Abbott Laboratories (ABT) 0.1 $220k 2.0k 110.07
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $219k 2.5k 89.06
Ishares Tr Broad Usd High (USHY) 0.1 $213k 5.9k 36.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $205k 865.00 237.22
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $205k 8.8k 23.27
Anthem (ELV) 0.1 $203k 431.00 471.56