Bigelow Investment Advisors

Bigelow Investment Advisors as of Sept. 30, 2024

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 155 positions in its portfolio as reported in the September 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) 6.1 $14M 24k 573.76
Ishares Tr Core S&p500 Etf (IVV) 6.0 $14M 24k 576.83
Vanguard Specialized Funds Div App Etf (VIG) 4.6 $10M 52k 198.06
Apple (AAPL) 2.9 $6.6M 28k 233.00
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $6.4M 103k 62.32
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $6.0M 51k 116.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $5.8M 85k 67.85
Ishares Gold Tr Ishares New (IAU) 2.4 $5.3M 106k 49.70
Microsoft Corporation (MSFT) 2.2 $4.9M 11k 430.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $4.2M 41k 104.18
Ishares Tr Gnma Bond Etf (GNMA) 1.6 $3.6M 80k 44.79
Ishares Tr Core Msci Eafe (IEFA) 1.5 $3.3M 42k 78.05
NVIDIA Corporation (NVDA) 1.5 $3.3M 27k 121.44
Johnson & Johnson (JNJ) 1.3 $3.0M 19k 162.06
UnitedHealth (UNH) 1.3 $2.8M 4.8k 584.68
American Express Company (AXP) 1.2 $2.7M 9.9k 271.20
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.6M 16k 165.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $2.5M 48k 52.66
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.4M 24k 101.27
JPMorgan Chase & Co. (JPM) 1.1 $2.4M 11k 210.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $2.3M 45k 51.04
Raytheon Technologies Corp (RTX) 1.0 $2.3M 19k 121.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.2M 34k 66.52
Amazon (AMZN) 1.0 $2.2M 12k 186.33
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.1M 13k 167.19
Procter & Gamble Company (PG) 0.9 $2.1M 12k 173.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.1M 39k 52.81
Ishares Tr Hdg Msci Eafe (HEFA) 0.9 $2.0M 55k 35.42
Nextera Energy (NEE) 0.9 $1.9M 23k 84.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $1.9M 38k 48.98
Pepsi (PEP) 0.8 $1.8M 11k 170.05
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $1.8M 37k 49.41
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.8M 15k 120.37
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.6M 31k 53.72
Danaher Corporation (DHR) 0.7 $1.6M 5.8k 278.02
Exxon Mobil Corporation (XOM) 0.7 $1.6M 14k 117.22
Cisco Systems (CSCO) 0.7 $1.6M 30k 53.22
Vanguard World Health Car Etf (VHT) 0.7 $1.5M 5.5k 282.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.5M 12k 128.20
Merck & Co (MRK) 0.7 $1.5M 14k 113.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.5M 18k 83.75
Walt Disney Company (DIS) 0.6 $1.4M 15k 96.19
TJX Companies (TJX) 0.6 $1.4M 12k 117.54
Texas Instruments Incorporated (TXN) 0.6 $1.4M 7.0k 206.57
Medtronic SHS (MDT) 0.6 $1.4M 16k 90.03
Oracle Corporation (ORCL) 0.6 $1.4M 8.3k 170.40
Home Depot (HD) 0.6 $1.4M 3.5k 405.20
Garmin SHS (GRMN) 0.6 $1.4M 8.1k 176.03
General Dynamics Corporation (GD) 0.6 $1.4M 4.7k 302.20
Thermo Fisher Scientific (TMO) 0.6 $1.4M 2.3k 618.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $1.4M 17k 80.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.4M 7.7k 179.16
Rollins (ROL) 0.6 $1.3M 26k 50.58
Ishares Msci Emrg Chn (EMXC) 0.6 $1.3M 21k 61.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M 26k 47.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.2M 26k 47.52
Ecolab (ECL) 0.5 $1.2M 4.8k 255.33
Lowe's Companies (LOW) 0.5 $1.2M 4.3k 270.83
Visa Com Cl A (V) 0.5 $1.1M 4.1k 274.95
Vanguard World Utilities Etf (VPU) 0.5 $1.1M 6.2k 174.05
United Parcel Service CL B (UPS) 0.5 $1.1M 7.9k 136.34
Ishares Tr Ishares Biotech (IBB) 0.5 $1.1M 7.4k 145.60
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $1.1M 22k 49.15
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.1M 20k 53.63
Nike CL B (NKE) 0.5 $1.0M 12k 88.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.0M 12k 83.09
Starbucks Corporation (SBUX) 0.5 $1.0M 10k 97.49
Eaton Corp SHS (ETN) 0.4 $1.0M 3.0k 331.44
Ishares Core Msci Emkt (IEMG) 0.4 $982k 17k 57.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $964k 7.6k 126.18
Mastercard Incorporated Cl A (MA) 0.4 $960k 1.9k 493.80
Colgate-Palmolive Company (CL) 0.4 $934k 9.0k 103.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $934k 2.0k 460.26
Ishares Tr Tips Bd Etf (TIP) 0.4 $911k 8.2k 110.47
Meta Platforms Cl A (META) 0.4 $894k 1.6k 572.44
Vanguard World Financials Etf (VFH) 0.4 $884k 8.0k 109.91
Pfizer (PFE) 0.4 $875k 30k 28.94
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $874k 8.0k 108.80
Bank of America Corporation (BAC) 0.4 $865k 22k 39.68
Vanguard World Comm Srvc Etf (VOX) 0.4 $837k 5.8k 145.39
Arista Networks (ANET) 0.4 $807k 2.1k 383.82
IDEXX Laboratories (IDXX) 0.4 $800k 1.6k 505.22
Paypal Holdings (PYPL) 0.4 $792k 10k 78.03
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $784k 34k 23.17
Duke Energy Corp Com New (DUK) 0.3 $770k 6.7k 115.30
Becton, Dickinson and (BDX) 0.3 $767k 3.2k 241.10
Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $745k 7.0k 107.10
Applied Materials (AMAT) 0.3 $731k 3.6k 202.05
Southern Copper Corporation (SCCO) 0.3 $724k 6.3k 115.67
Netflix (NFLX) 0.3 $709k 1.0k 709.27
Deere & Company (DE) 0.3 $705k 1.7k 417.33
Ishares Tr Core Intl Aggr (IAGG) 0.3 $698k 14k 51.82
FedEx Corporation (FDX) 0.3 $695k 2.5k 273.68
Costco Wholesale Corporation (COST) 0.3 $693k 782.00 886.52
Ishares Tr Russell 2000 Etf (IWM) 0.3 $681k 3.1k 220.91
Ishares Tr National Mun Etf (MUB) 0.3 $672k 6.2k 108.63
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.3 $662k 18k 35.91
Ishares Tr Mbs Etf (MBB) 0.3 $662k 6.9k 95.81
CSX Corporation (CSX) 0.3 $640k 19k 34.53
Ishares Tr U.s. Finls Etf (IYF) 0.3 $637k 6.1k 103.90
Cme (CME) 0.3 $631k 2.9k 220.65
Caterpillar (CAT) 0.3 $617k 1.6k 391.12
Mccormick & Co Com Non Vtg (MKC) 0.3 $590k 7.2k 82.30
Adobe Systems Incorporated (ADBE) 0.3 $588k 1.1k 517.78
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $588k 12k 50.60
Blackstone Group Inc Com Cl A (BX) 0.3 $576k 3.8k 153.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $575k 11k 51.50
salesforce (CRM) 0.2 $553k 2.0k 273.71
International Business Machines (IBM) 0.2 $545k 2.5k 221.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $536k 1.0k 527.67
Norfolk Southern (NSC) 0.2 $531k 2.1k 248.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $509k 6.0k 84.17
Advanced Micro Devices (AMD) 0.2 $501k 3.1k 164.08
Honeywell International (HON) 0.2 $491k 2.4k 206.71
Verizon Communications (VZ) 0.2 $470k 11k 44.91
Intuit (INTU) 0.2 $460k 741.00 621.00
Vanguard World Inf Tech Etf (VGT) 0.2 $456k 777.00 586.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $441k 11k 41.12
McDonald's Corporation (MCD) 0.2 $434k 1.4k 304.51
Trane Technologies SHS (TT) 0.2 $432k 1.1k 388.73
Gilead Sciences (GILD) 0.2 $429k 5.1k 83.84
Electronic Arts (EA) 0.2 $421k 2.9k 143.44
Booking Holdings (BKNG) 0.2 $417k 99.00 4212.12
SYSCO Corporation (SYY) 0.2 $411k 5.3k 78.06
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $396k 5.0k 79.42
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $387k 5.1k 76.59
Autodesk (ADSK) 0.2 $383k 1.4k 275.48
Anthem (ELV) 0.2 $381k 733.00 520.00
Spdr Gold Tr Gold Shs (GLD) 0.2 $380k 1.6k 243.06
Ishares Tr Conv Bd Etf (ICVT) 0.2 $376k 4.5k 83.67
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $362k 3.0k 119.60
3M Company (MMM) 0.1 $328k 2.4k 136.70
Comcast Corp Cl A (CMCSA) 0.1 $318k 7.6k 41.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $316k 843.00 375.38
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $312k 3.7k 83.21
Clorox Company (CLX) 0.1 $296k 1.8k 162.91
Fiserv (FI) 0.1 $296k 1.6k 179.65
Ishares Tr Rus 1000 Etf (IWB) 0.1 $289k 920.00 314.39
Analog Devices (ADI) 0.1 $283k 1.2k 230.17
Palo Alto Networks (PANW) 0.1 $275k 803.00 341.80
Ishares Tr Msci Eafe Etf (EFA) 0.1 $272k 3.2k 83.63
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $262k 10k 25.16
Marathon Petroleum Corp (MPC) 0.1 $261k 1.6k 162.91
Ishares Esg Awr Msci Em (ESGE) 0.1 $257k 7.1k 36.41
Illinois Tool Works (ITW) 0.1 $256k 976.00 262.07
Novo-nordisk A S Adr (NVO) 0.1 $253k 2.1k 119.07
Chevron Corporation (CVX) 0.1 $240k 1.6k 147.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $238k 840.00 283.16
Ford Motor Company (F) 0.1 $237k 23k 10.56
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $231k 2.5k 93.58
Abbott Laboratories (ABT) 0.1 $222k 1.9k 114.01
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $208k 8.7k 23.79
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $206k 4.8k 42.84
Kimberly-Clark Corporation (KMB) 0.1 $205k 1.4k 142.28
Ishares Tr Broad Usd High (USHY) 0.1 $202k 5.4k 37.65