Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2024

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 153 positions in its portfolio as reported in the March 2024 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) 6.5 $13M 25k 523.08
Ishares Tr Core S&p500 Etf (IVV) 6.0 $12M 23k 525.74
Vanguard Specialized Funds Div App Etf (VIG) 4.6 $9.4M 52k 182.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $5.8M 93k 62.06
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $5.7M 94k 60.74
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $5.1M 46k 110.52
Apple (AAPL) 2.4 $4.9M 29k 171.48
Microsoft Corporation (MSFT) 2.4 $4.9M 12k 420.72
Ishares Gold Tr Ishares New (IAU) 1.9 $3.9M 93k 42.01
Ishares Tr Core Msci Eafe (IEFA) 1.6 $3.3M 45k 74.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $3.2M 34k 92.72
Ishares Tr Gnma Bond Etf (GNMA) 1.5 $3.0M 70k 43.39
Johnson & Johnson (JNJ) 1.4 $2.9M 19k 158.19
NVIDIA Corporation (NVDA) 1.3 $2.7M 3.0k 903.56
UnitedHealth (UNH) 1.2 $2.5M 5.1k 494.70
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $2.5M 48k 51.28
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.4M 16k 150.93
JPMorgan Chase & Co. (JPM) 1.1 $2.3M 11k 200.30
American Express Company (AXP) 1.1 $2.3M 10k 227.69
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $2.3M 45k 51.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $2.2M 36k 61.05
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.1M 14k 152.26
Amazon (AMZN) 1.0 $2.1M 11k 180.38
Procter & Gamble Company (PG) 1.0 $2.0M 13k 162.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $2.0M 42k 48.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.0M 40k 50.17
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.0M 20k 97.94
Pepsi (PEP) 0.9 $1.9M 11k 175.01
Raytheon Technologies Corp (RTX) 0.9 $1.9M 20k 97.53
Merck & Co (MRK) 0.9 $1.9M 14k 131.95
Walt Disney Company (DIS) 0.9 $1.8M 15k 122.36
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.6M 15k 109.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.6M 20k 80.51
Exxon Mobil Corporation (XOM) 0.8 $1.6M 14k 116.24
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $1.5M 32k 48.25
Medtronic SHS (MDT) 0.7 $1.5M 17k 87.15
Nextera Energy (NEE) 0.7 $1.5M 23k 63.91
Danaher Corporation (DHR) 0.7 $1.5M 5.8k 249.72
Cisco Systems (CSCO) 0.7 $1.4M 29k 49.91
Home Depot (HD) 0.7 $1.4M 3.6k 383.60
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.4M 30k 46.00
Vanguard World Health Car Etf (VHT) 0.7 $1.4M 5.0k 270.52
Thermo Fisher Scientific (TMO) 0.7 $1.3M 2.3k 581.21
General Dynamics Corporation (GD) 0.6 $1.3M 4.7k 282.49
TJX Companies (TJX) 0.6 $1.3M 13k 101.42
Texas Instruments Incorporated (TXN) 0.6 $1.3M 7.3k 174.21
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.3M 36k 34.88
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $1.2M 24k 51.60
Garmin SHS (GRMN) 0.6 $1.2M 8.1k 148.87
Rollins (ROL) 0.6 $1.2M 26k 46.27
United Parcel Service CL B (UPS) 0.6 $1.2M 8.0k 148.63
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $1.2M 22k 52.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M 28k 41.77
Visa Com Cl A (V) 0.6 $1.1M 4.0k 279.08
Ecolab (ECL) 0.5 $1.1M 4.8k 230.90
Lowe's Companies (LOW) 0.5 $1.1M 4.3k 254.73
Nike CL B (NKE) 0.5 $1.1M 12k 93.98
Oracle Corporation (ORCL) 0.5 $1.1M 8.6k 125.61
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $1.0M 22k 47.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.0M 2.1k 480.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.0M 13k 81.43
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.0M 8.8k 114.96
Eaton Corp SHS (ETN) 0.5 $997k 3.2k 312.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $990k 13k 75.98
Ishares Tr Tips Bd Etf (TIP) 0.5 $958k 8.9k 107.41
Starbucks Corporation (SBUX) 0.5 $954k 10k 91.39
Mastercard Incorporated Cl A (MA) 0.5 $948k 2.0k 481.57
Ishares Core Msci Emkt (IEMG) 0.5 $925k 18k 51.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $902k 7.5k 120.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $890k 5.3k 169.37
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $881k 8.7k 100.81
Pfizer (PFE) 0.4 $871k 31k 27.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $860k 2.0k 420.52
IDEXX Laboratories (IDXX) 0.4 $851k 1.6k 539.93
Ishares Tr National Mun Etf (MUB) 0.4 $833k 7.7k 107.60
Becton, Dickinson and (BDX) 0.4 $802k 3.2k 247.45
Ishares Tr Ishares Biotech (IBB) 0.4 $799k 5.8k 137.22
Colgate-Palmolive Company (CL) 0.4 $798k 8.9k 90.05
Bank of America Corporation (BAC) 0.4 $796k 21k 37.92
Meta Platforms Cl A (META) 0.4 $767k 1.6k 485.58
FedEx Corporation (FDX) 0.4 $736k 2.5k 289.74
Applied Materials (AMAT) 0.4 $731k 3.5k 206.23
Ishares Tr Core Intl Aggr (IAGG) 0.3 $702k 14k 49.95
Paypal Holdings (PYPL) 0.3 $699k 10k 66.99
CSX Corporation (CSX) 0.3 $698k 19k 37.07
Ishares Tr Mbs Etf (MBB) 0.3 $663k 7.2k 92.42
Southern Copper Corporation (SCCO) 0.3 $656k 6.2k 106.52
Ishares Tr Russell 2000 Etf (IWM) 0.3 $653k 3.1k 210.32
Ishares Tr U.s. Finls Etf (IYF) 0.3 $650k 6.8k 95.65
Duke Energy Corp Com New (DUK) 0.3 $647k 6.7k 96.71
Cme (CME) 0.3 $622k 2.9k 215.29
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $610k 12k 50.69
Arista Networks 0.3 $603k 2.1k 289.98
Deere & Company (DE) 0.3 $584k 1.4k 410.74
Netflix (NFLX) 0.3 $581k 957.00 607.33
Costco Wholesale Corporation (COST) 0.3 $575k 785.00 732.63
Vanguard World Utilities Etf (VPU) 0.3 $572k 4.0k 142.58
Caterpillar (CAT) 0.3 $568k 1.6k 366.43
salesforce (CRM) 0.3 $567k 1.9k 301.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $565k 12k 49.24
Norfolk Southern (NSC) 0.3 $560k 2.2k 254.87
Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $553k 5.3k 103.98
Ishares Msci Emrg Chn (EMXC) 0.3 $546k 9.5k 57.57
Mccormick & Co Com Non Vtg (MKC) 0.3 $542k 7.1k 76.81
Adobe Systems Incorporated (ADBE) 0.3 $538k 1.1k 504.60
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $513k 6.4k 79.91
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $490k 24k 20.30
International Business Machines (IBM) 0.2 $478k 2.5k 190.96
Blackstone Group Inc Com Cl A (BX) 0.2 $477k 3.6k 131.37
Intuit (INTU) 0.2 $473k 728.00 650.00
Honeywell International (HON) 0.2 $467k 2.3k 205.25
Verizon Communications (VZ) 0.2 $461k 11k 41.96
Vanguard World Inf Tech Etf (VGT) 0.2 $451k 860.00 524.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $432k 11k 39.02
SYSCO Corporation (SYY) 0.2 $416k 5.1k 81.18
Vanguard World Financials Etf (VFH) 0.2 $407k 4.0k 102.39
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $405k 5.6k 73.04
McDonald's Corporation (MCD) 0.2 $403k 1.4k 281.95
Ishares Tr Conv Bd Etf (ICVT) 0.2 $396k 5.0k 79.83
Electronic Arts (EA) 0.2 $396k 3.0k 132.67
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $391k 5.1k 77.31
Vanguard World Comm Srvc Etf (VOX) 0.2 $385k 2.9k 131.22
Gilead Sciences (GILD) 0.2 $379k 5.2k 73.25
Anthem (ELV) 0.2 $367k 707.00 518.54
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $366k 3.2k 115.81
Autodesk (ADSK) 0.2 $349k 1.3k 260.42
Booking Holdings (BKNG) 0.2 $345k 95.00 3627.88
Trane Technologies SHS (TT) 0.2 $337k 1.1k 300.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $330k 980.00 337.05
Marathon Petroleum Corp (MPC) 0.2 $325k 1.6k 201.50
Spdr Gold Tr Gold Shs (GLD) 0.2 $322k 1.6k 205.72
Comcast Corp Cl A (CMCSA) 0.2 $318k 7.3k 43.35
Ford Motor Company (F) 0.1 $302k 23k 13.28
Illinois Tool Works (ITW) 0.1 $294k 1.1k 268.33
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $285k 3.7k 76.19
Chevron Corporation (CVX) 0.1 $283k 1.8k 157.74
Clorox Company (CLX) 0.1 $281k 1.8k 153.11
Ishares Tr Rus 1000 Etf (IWB) 0.1 $272k 945.00 288.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $272k 1.0k 259.90
Ishares Tr Msci Eafe Etf (EFA) 0.1 $271k 3.4k 79.86
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $269k 11k 24.48
Novo-nordisk A S Adr (NVO) 0.1 $257k 2.0k 128.40
3M Company (MMM) 0.1 $255k 2.4k 106.07
Analog Devices (ADI) 0.1 $244k 1.2k 197.79
Fiserv (FISV) 0.1 $231k 1.4k 159.82
Ishares Esg Awr Msci Em (ESGE) 0.1 $227k 7.0k 32.23
Abbott Laboratories (ABT) 0.1 $224k 2.0k 113.66
Ishares Tr Broad Usd High (USHY) 0.1 $214k 5.9k 36.59
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $214k 2.3k 93.19
GSK Sponsored Adr (GSK) 0.1 $212k 5.0k 42.87
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $210k 2.3k 89.67
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $209k 9.1k 22.99
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $205k 2.5k 81.78