Bigelow Investment Advisors

Bigelow Investment Advisors as of June 30, 2024

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 152 positions in its portfolio as reported in the June 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 $14M 25k 544.22
Ishares Tr Core S&p500 Etf (IVV) 6.4 $13M 25k 547.24
Vanguard Specialized Funds Div App Etf (VIG) 4.5 $9.5M 52k 182.55
Apple (AAPL) 2.9 $6.0M 28k 210.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $6.0M 93k 64.25
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $5.8M 99k 58.52
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $5.2M 49k 106.66
Microsoft Corporation (MSFT) 2.5 $5.1M 12k 446.95
Ishares Gold Tr Ishares New (IAU) 2.0 $4.2M 96k 43.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.9M 39k 100.84
NVIDIA Corporation (NVDA) 1.6 $3.3M 27k 123.54
Ishares Tr Gnma Bond Etf (GNMA) 1.5 $3.1M 72k 43.07
Ishares Tr Core Msci Eafe (IEFA) 1.5 $3.1M 42k 72.64
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.8M 16k 182.15
Johnson & Johnson (JNJ) 1.3 $2.7M 18k 146.16
UnitedHealth (UNH) 1.2 $2.5M 5.0k 509.26
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $2.5M 49k 51.24
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.4M 13k 183.42
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $2.3M 46k 51.09
American Express Company (AXP) 1.1 $2.3M 10k 231.55
JPMorgan Chase & Co. (JPM) 1.1 $2.3M 11k 202.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $2.3M 36k 62.87
Amazon (AMZN) 1.0 $2.2M 11k 193.25
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.2M 22k 97.07
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $2.1M 44k 48.13
Procter & Gamble Company (PG) 1.0 $2.0M 12k 164.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.9M 39k 49.42
Raytheon Technologies Corp (RTX) 0.9 $1.9M 19k 100.39
Pepsi (PEP) 0.9 $1.8M 11k 164.93
Merck & Co (MRK) 0.8 $1.7M 14k 123.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $1.6M 46k 35.56
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $1.6M 34k 48.05
Nextera Energy (NEE) 0.8 $1.6M 23k 70.81
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.6M 14k 112.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.6M 20k 79.93
Exxon Mobil Corporation (XOM) 0.7 $1.6M 14k 115.12
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.5M 30k 51.26
Vanguard World Health Car Etf (VHT) 0.7 $1.5M 5.6k 266.00
Walt Disney Company (DIS) 0.7 $1.5M 15k 99.29
Danaher Corporation (DHR) 0.7 $1.5M 5.8k 249.85
TJX Companies (TJX) 0.7 $1.4M 13k 110.10
Texas Instruments Incorporated (TXN) 0.7 $1.4M 7.2k 194.53
Cisco Systems (CSCO) 0.7 $1.4M 29k 47.51
General Dynamics Corporation (GD) 0.6 $1.4M 4.7k 290.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.3M 29k 45.58
Garmin SHS (GRMN) 0.6 $1.3M 8.1k 162.92
Medtronic SHS (MDT) 0.6 $1.3M 16k 78.71
Rollins (ROL) 0.6 $1.3M 26k 48.79
Thermo Fisher Scientific (TMO) 0.6 $1.2M 2.3k 553.00
Home Depot (HD) 0.6 $1.2M 3.5k 344.24
Oracle Corporation (ORCL) 0.6 $1.2M 8.5k 141.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.2M 10k 118.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M 27k 43.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $1.1M 16k 74.08
Ecolab (ECL) 0.5 $1.1M 4.7k 238.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.1M 21k 52.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.1M 6.6k 164.28
United Parcel Service CL B (UPS) 0.5 $1.1M 7.9k 136.85
Visa Com Cl A (V) 0.5 $1.0M 4.0k 262.47
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $1.0M 22k 46.86
Ishares Msci Emrg Chn (EMXC) 0.5 $974k 16k 59.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $973k 13k 77.83
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $964k 8.1k 119.32
Eaton Corp SHS (ETN) 0.5 $952k 3.0k 313.55
Ishares Tr Ishares Biotech (IBB) 0.5 $946k 6.9k 137.26
Lowe's Companies (LOW) 0.4 $933k 4.2k 220.48
Ishares Tr Tips Bd Etf (TIP) 0.4 $900k 8.4k 106.78
Ishares Core Msci Emkt (IEMG) 0.4 $896k 17k 53.53
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $872k 8.4k 103.85
Nike CL B (NKE) 0.4 $869k 12k 75.37
Pfizer (PFE) 0.4 $861k 31k 27.98
Colgate-Palmolive Company (CL) 0.4 $859k 8.8k 97.04
Mastercard Incorporated Cl A (MA) 0.4 $851k 1.9k 441.16
Applied Materials (AMAT) 0.4 $835k 3.5k 235.99
Bank of America Corporation (BAC) 0.4 $833k 21k 39.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $827k 2.0k 406.80
Starbucks Corporation (SBUX) 0.4 $812k 10k 77.85
Ishares Tr National Mun Etf (MUB) 0.4 $812k 7.6k 106.55
FedEx Corporation (FDX) 0.4 $761k 2.5k 299.84
Becton, Dickinson and (BDX) 0.4 $758k 3.2k 233.71
IDEXX Laboratories (IDXX) 0.4 $753k 1.5k 487.20
Meta Platforms Cl A (META) 0.4 $749k 1.5k 504.22
Arista Networks (ANET) 0.4 $733k 2.1k 350.48
Vanguard World Utilities Etf (VPU) 0.3 $689k 4.7k 147.92
Ishares Tr Core Intl Aggr (IAGG) 0.3 $674k 14k 49.92
Southern Copper Corporation (SCCO) 0.3 $671k 6.2k 107.74
Duke Energy Corp Com New (DUK) 0.3 $670k 6.7k 100.23
Costco Wholesale Corporation (COST) 0.3 $665k 782.00 849.99
Netflix (NFLX) 0.3 $645k 956.00 674.88
Ishares Tr U.s. Finls Etf (IYF) 0.3 $637k 6.7k 94.57
Ishares Tr Mbs Etf (MBB) 0.3 $636k 6.9k 91.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $634k 1.3k 500.13
Ishares Tr Russell 2000 Etf (IWM) 0.3 $630k 3.1k 202.87
CSX Corporation (CSX) 0.3 $629k 19k 33.45
Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $628k 6.1k 103.73
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $599k 12k 50.66
Vanguard World Financials Etf (VFH) 0.3 $596k 6.0k 99.88
Paypal Holdings (PYPL) 0.3 $593k 10k 58.03
Adobe Systems Incorporated (ADBE) 0.3 $592k 1.1k 555.54
Vanguard World Comm Srvc Etf (VOX) 0.3 $591k 4.3k 138.20
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $566k 28k 19.97
Cme (CME) 0.3 $564k 2.9k 196.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $544k 12k 47.45
Deere & Company (DE) 0.3 $530k 1.4k 373.63
Advanced Micro Devices (AMD) 0.2 $517k 3.2k 162.21
Caterpillar (CAT) 0.2 $515k 1.5k 333.10
Mccormick & Co Com Non Vtg (MKC) 0.2 $500k 7.0k 70.94
Honeywell International (HON) 0.2 $485k 2.3k 213.54
salesforce (CRM) 0.2 $483k 1.9k 257.10
Intuit (INTU) 0.2 $477k 726.00 657.21
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $477k 6.1k 78.78
Norfolk Southern (NSC) 0.2 $459k 2.1k 214.69
Vanguard World Inf Tech Etf (VGT) 0.2 $451k 782.00 576.59
Blackstone Group Inc Com Cl A (BX) 0.2 $448k 3.6k 123.80
Verizon Communications (VZ) 0.2 $448k 11k 41.24
International Business Machines (IBM) 0.2 $427k 2.5k 172.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $424k 11k 38.42
Electronic Arts (EA) 0.2 $413k 3.0k 139.33
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $391k 5.4k 72.06
Anthem (ELV) 0.2 $386k 713.00 541.86
Ishares Tr Conv Bd Etf (ICVT) 0.2 $378k 4.8k 78.63
Booking Holdings (BKNG) 0.2 $376k 95.00 3961.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $368k 4.8k 77.28
Trane Technologies SHS (TT) 0.2 $368k 1.1k 328.93
McDonald's Corporation (MCD) 0.2 $363k 1.4k 254.84
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $359k 11k 34.01
SYSCO Corporation (SYY) 0.2 $358k 5.0k 71.39
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $355k 3.1k 115.47
Gilead Sciences (GILD) 0.2 $353k 5.1k 68.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $350k 960.00 364.51
Spdr Gold Tr Gold Shs (GLD) 0.2 $336k 1.6k 215.01
Autodesk (ADSK) 0.2 $332k 1.3k 247.45
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $292k 3.7k 78.05
Novo-nordisk A S Adr (NVO) 0.1 $286k 2.0k 142.74
Ishares Tr Rus 1000 Etf (IWB) 0.1 $281k 945.00 297.54
Comcast Corp Cl A (CMCSA) 0.1 $281k 7.2k 39.16
Analog Devices (ADI) 0.1 $281k 1.2k 228.26
Chevron Corporation (CVX) 0.1 $280k 1.8k 156.42
Ford Motor Company (F) 0.1 $278k 22k 12.54
Marathon Petroleum Corp (MPC) 0.1 $278k 1.6k 173.48
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $277k 11k 24.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $266k 3.4k 78.33
Illinois Tool Works (ITW) 0.1 $260k 1.1k 236.96
Clorox Company (CLX) 0.1 $248k 1.8k 136.47
3M Company (MMM) 0.1 $245k 2.4k 102.19
Palo Alto Networks (PANW) 0.1 $243k 717.00 339.01
Ishares Esg Awr Msci Em (ESGE) 0.1 $229k 6.8k 33.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k 840.00 267.51
Fiserv (FI) 0.1 $220k 1.5k 149.04
Ishares Tr Broad Usd High (USHY) 0.1 $216k 6.0k 36.28
Abbott Laboratories (ABT) 0.1 $205k 2.0k 103.91
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $203k 9.0k 22.72