Bigelow Investment Advisors

Bigelow Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 146 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.6 $14M 24k 588.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.1 $13M 22k 586.07
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $10M 52k 195.83
Apple (AAPL) 3.3 $7.1M 28k 250.42
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $6.2M 100k 62.31
Ishares Gold Tr Ishares New (IAU) 2.8 $6.0M 122k 49.51
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $6.0M 52k 115.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $5.2M 226k 23.18
Microsoft Corporation (MSFT) 2.2 $4.8M 11k 421.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $4.4M 159k 27.87
Ishares Tr Gnma Bond Etf (GNMA) 1.7 $3.7M 86k 42.93
NVIDIA Corporation (NVDA) 1.5 $3.2M 24k 134.29
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.8M 15k 189.31
American Express Company (AXP) 1.3 $2.7M 9.2k 296.79
Johnson & Johnson (JNJ) 1.2 $2.6M 18k 144.62
Ishares Tr Core Msci Eafe (IEFA) 1.2 $2.6M 37k 70.28
JPMorgan Chase & Co. (JPM) 1.2 $2.6M 11k 239.71
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $2.5M 48k 51.70
Amazon (AMZN) 1.1 $2.4M 11k 219.39
Ishares Tr Hdg Msci Eafe (HEFA) 1.1 $2.4M 68k 34.75
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.3M 24k 96.90
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.3M 12k 190.44
UnitedHealth (UNH) 1.0 $2.2M 4.3k 505.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $2.2M 42k 50.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.1M 92k 22.70
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $2.1M 86k 24.06
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.9 $2.0M 41k 48.67
Raytheon Technologies Corp (RTX) 0.9 $2.0M 17k 115.72
Procter & Gamble Company (PG) 0.9 $1.9M 11k 167.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.8M 37k 47.82
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.7M 34k 51.51
Ishares Msci Emrg Chn (EMXC) 0.8 $1.7M 31k 55.45
Cisco Systems (CSCO) 0.8 $1.6M 28k 59.20
Walt Disney Company (DIS) 0.8 $1.6M 15k 111.35
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.6M 13k 121.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.6M 13k 127.59
Pepsi (PEP) 0.7 $1.5M 10k 152.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.5M 8.8k 175.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.5M 19k 80.27
Nextera Energy (NEE) 0.7 $1.5M 21k 71.69
Exxon Mobil Corporation (XOM) 0.7 $1.5M 14k 107.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $1.5M 56k 26.07
Vanguard World Health Car Etf (VHT) 0.7 $1.5M 5.8k 253.69
TJX Companies (TJX) 0.7 $1.5M 12k 120.81
Oracle Corporation (ORCL) 0.6 $1.3M 8.0k 166.64
Danaher Corporation (DHR) 0.6 $1.3M 5.7k 229.55
Home Depot (HD) 0.6 $1.3M 3.2k 388.99
Merck & Co (MRK) 0.6 $1.2M 13k 99.48
Visa Com Cl A (V) 0.6 $1.2M 3.9k 316.04
Texas Instruments Incorporated (TXN) 0.6 $1.2M 6.5k 187.51
Rollins (ROL) 0.6 $1.2M 26k 46.35
General Dynamics Corporation (GD) 0.6 $1.2M 4.5k 263.49
Vanguard World Utilities Etf (VPU) 0.5 $1.1M 6.9k 163.42
Medtronic SHS (MDT) 0.5 $1.1M 14k 79.88
Ishares Tr Ishares Biotech (IBB) 0.5 $1.1M 8.3k 132.21
Vanguard World Financials Etf (VFH) 0.5 $1.1M 9.2k 118.07
Ecolab (ECL) 0.5 $1.1M 4.6k 234.32
Thermo Fisher Scientific (TMO) 0.5 $1.1M 2.0k 520.23
Vanguard World Comm Srvc Etf (VOX) 0.5 $1.0M 6.7k 154.96
Mastercard Incorporated Cl A (MA) 0.5 $1.0M 2.0k 526.57
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $1.0M 22k 46.79
Lowe's Companies (LOW) 0.5 $1.0M 4.1k 246.80
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $989k 36k 27.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $970k 22k 44.04
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $947k 37k 25.83
United Parcel Service CL B (UPS) 0.4 $932k 7.4k 126.10
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $929k 7.2k 128.82
Bank of America Corporation (BAC) 0.4 $927k 21k 43.95
Eaton Corp SHS (ETN) 0.4 $908k 2.7k 331.87
Ishares Core Msci Emkt (IEMG) 0.4 $896k 17k 52.22
Meta Platforms Cl A (META) 0.4 $891k 1.5k 585.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $879k 1.9k 453.28
Starbucks Corporation (SBUX) 0.4 $878k 9.6k 91.25
Nike CL B (NKE) 0.4 $865k 11k 75.67
Netflix (NFLX) 0.4 $859k 964.00 891.32
Ishares Tr Intrm Gov Cr Etf (GVI) 0.4 $854k 8.2k 104.23
Ishares Tr Tips Bd Etf (TIP) 0.4 $846k 7.9k 106.55
Paypal Holdings (PYPL) 0.4 $827k 9.7k 85.35
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $792k 38k 21.06
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.4 $774k 23k 33.93
Ishares Tr Msci Kld400 Soc (DSI) 0.4 $772k 7.0k 110.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $758k 33k 22.70
Ishares Tr Russell 2000 Etf (IWM) 0.3 $712k 3.2k 220.94
Duke Energy Corp Com New (DUK) 0.3 $706k 6.6k 107.74
Colgate-Palmolive Company (CL) 0.3 $704k 7.7k 90.91
Blackstone Group Inc Com Cl A (BX) 0.3 $694k 4.0k 172.42
Becton, Dickinson and (BDX) 0.3 $681k 3.0k 226.87
Ishares Tr U.s. Finls Etf (IYF) 0.3 $678k 6.1k 110.58
Deere & Company (DE) 0.3 $650k 1.5k 423.70
Ishares Tr Core Intl Aggr (IAGG) 0.3 $642k 13k 49.92
Cme (CME) 0.3 $631k 2.7k 232.23
Ishares Tr National Mun Etf (MUB) 0.3 $624k 5.9k 106.55
FedEx Corporation (FDX) 0.3 $618k 2.2k 281.33
Costco Wholesale Corporation (COST) 0.3 $616k 672.00 916.27
salesforce (CRM) 0.3 $591k 1.8k 334.33
Ishares Tr Mbs Etf (MBB) 0.3 $585k 6.4k 91.68
IDEXX Laboratories (IDXX) 0.3 $576k 1.4k 413.44
CSX Corporation (CSX) 0.3 $564k 18k 32.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $547k 21k 25.86
Caterpillar (CAT) 0.3 $543k 1.5k 362.76
International Business Machines (IBM) 0.3 $539k 2.5k 219.83
Mccormick & Co Com Non Vtg (MKC) 0.2 $530k 7.0k 76.24
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $529k 11k 50.47
Booking Holdings (BKNG) 0.2 $522k 105.00 4968.42
Applied Materials (AMAT) 0.2 $516k 3.2k 162.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $511k 948.00 538.81
Honeywell International (HON) 0.2 $493k 2.2k 225.89
Intuit (INTU) 0.2 $474k 754.00 628.50
Electronic Arts (EA) 0.2 $473k 3.2k 146.30
Gilead Sciences (GILD) 0.2 $470k 5.1k 92.37
Norfolk Southern (NSC) 0.2 $466k 2.0k 234.70
Adobe Systems Incorporated (ADBE) 0.2 $459k 1.0k 444.68
SYSCO Corporation (SYY) 0.2 $452k 5.9k 76.46
Pfizer (PFE) 0.2 $449k 17k 26.53
Vanguard World Inf Tech Etf (VGT) 0.2 $445k 715.00 621.80
Autodesk (ADSK) 0.2 $424k 1.4k 295.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $417k 3.6k 115.55
Trane Technologies SHS (TT) 0.2 $409k 1.1k 369.35
Fiserv (FI) 0.2 $398k 1.9k 205.42
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $392k 5.2k 76.14
Verizon Communications (VZ) 0.2 $392k 9.8k 39.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $385k 4.9k 78.01
Advanced Micro Devices (AMD) 0.2 $376k 3.1k 120.79
Spdr Gold Tr Gold Shs (GLD) 0.2 $368k 1.5k 242.13
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $356k 4.6k 77.89
McDonald's Corporation (MCD) 0.2 $336k 1.2k 289.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $322k 17k 18.50
3M Company (MMM) 0.1 $310k 2.4k 129.09
Palo Alto Networks (PANW) 0.1 $302k 1.7k 181.96
Ishares Tr Conv Bd Etf (ICVT) 0.1 $300k 3.5k 84.97
Vanguard Index Fds Value Etf (VTV) 0.1 $298k 1.8k 169.30
Clorox Company (CLX) 0.1 $295k 1.8k 162.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $292k 728.00 401.58
Analog Devices (ADI) 0.1 $261k 1.2k 212.46
Vanguard Index Fds Growth Etf (VUG) 0.1 $259k 631.00 410.44
Comcast Corp Cl A (CMCSA) 0.1 $248k 6.6k 37.53
Illinois Tool Works (ITW) 0.1 $248k 976.00 253.56
Ishares Tr Msci Eafe Etf (EFA) 0.1 $246k 3.2k 75.61
Ishares Tr Rus 1000 Etf (IWB) 0.1 $232k 720.00 322.16
Anthem (ELV) 0.1 $224k 608.00 368.90
Ishares Tr Broad Usd High (USHY) 0.1 $223k 6.1k 36.79
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $222k 2.7k 80.93
Abbott Laboratories (ABT) 0.1 $219k 1.9k 113.11
Ishares Esg Awr Msci Em (ESGE) 0.1 $215k 6.4k 33.39
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $201k 4.8k 41.88
Ford Motor Company (F) 0.1 $114k 12k 9.90