Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2025

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 146 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.3 $13M 24k 561.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $12M 21k 559.40
Vanguard Specialized Funds Div App Etf (VIG) 4.7 $9.9M 51k 193.99
Ishares Gold Tr Ishares New (IAU) 3.7 $7.9M 133k 58.96
Apple (AAPL) 3.0 $6.4M 29k 222.13
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $6.0M 102k 58.35
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $5.7M 54k 104.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.3 $4.8M 216k 22.08
Microsoft Corporation (MSFT) 2.0 $4.3M 11k 375.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $3.9M 155k 25.04
Ishares Tr Gnma Bond Etf (GNMA) 1.5 $3.1M 72k 43.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.4 $3.0M 125k 24.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $2.9M 56k 52.37
Johnson & Johnson (JNJ) 1.4 $2.9M 17k 165.84
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.8M 37k 75.65
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $2.7M 27k 98.92
JPMorgan Chase & Co. (JPM) 1.2 $2.6M 11k 245.30
NVIDIA Corporation (NVDA) 1.2 $2.6M 24k 108.38
Ishares Tr Hdg Msci Eafe (HEFA) 1.2 $2.5M 68k 36.29
American Express Company (AXP) 1.2 $2.4M 9.0k 269.05
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.3M 15k 154.64
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.1 $2.2M 45k 49.16
UnitedHealth (UNH) 1.1 $2.2M 4.3k 523.75
Raytheon Technologies Corp (RTX) 1.1 $2.2M 17k 132.46
Amazon (AMZN) 1.0 $2.1M 11k 190.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $2.1M 41k 51.05
Procter & Gamble Company (PG) 1.0 $2.0M 12k 170.42
Ishares Tr Mbs Etf (MBB) 0.9 $1.9M 21k 93.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.9M 89k 21.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $1.9M 36k 52.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.9M 37k 50.83
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.8M 12k 156.23
Vanguard World Utilities Etf (VPU) 0.9 $1.8M 11k 170.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.7M 13k 128.96
Exxon Mobil Corporation (XOM) 0.8 $1.7M 14k 118.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $1.6M 9.4k 173.23
Nextera Energy (NEE) 0.7 $1.5M 22k 70.89
Ishares Msci Emrg Chn (EMXC) 0.7 $1.5M 28k 55.09
Pepsi (PEP) 0.7 $1.5M 10k 149.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $1.5M 56k 26.58
Walt Disney Company (DIS) 0.7 $1.5M 15k 98.70
Cisco Systems (CSCO) 0.7 $1.4M 23k 61.71
Ishares Tr Msci Usa Esg Slc (SUSA) 0.7 $1.4M 13k 114.87
Vanguard World Health Car Etf (VHT) 0.7 $1.4M 5.4k 264.73
Vanguard World Financials Etf (VFH) 0.7 $1.4M 12k 119.47
TJX Companies (TJX) 0.7 $1.4M 12k 121.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.4M 17k 81.76
Rollins (ROL) 0.7 $1.4M 26k 54.03
Visa Com Cl A (V) 0.6 $1.3M 3.8k 350.46
General Dynamics Corporation (GD) 0.6 $1.2M 4.5k 272.58
Ecolab (ECL) 0.5 $1.2M 4.6k 253.52
Danaher Corporation (DHR) 0.5 $1.1M 5.6k 205.00
Vanguard World Comm Srvc Etf (VOX) 0.5 $1.1M 7.6k 148.39
Home Depot (HD) 0.5 $1.1M 3.0k 366.49
Medtronic SHS (MDT) 0.5 $1.1M 12k 89.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.1M 2.1k 532.58
Oracle Corporation (ORCL) 0.5 $1.1M 7.8k 139.81
Ishares Tr Ishares Biotech (IBB) 0.5 $1.1M 8.3k 127.90
Texas Instruments Incorporated (TXN) 0.5 $1.1M 5.9k 179.70
Thermo Fisher Scientific (TMO) 0.5 $1.0M 2.1k 497.60
Mastercard Incorporated Cl A (MA) 0.5 $1.0M 1.9k 548.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.0M 37k 26.89
Ishares Tr Intrm Gov Cr Etf (GVI) 0.5 $996k 9.4k 106.02
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $967k 20k 47.53
Netflix (NFLX) 0.5 $965k 1.0k 932.53
Meta Platforms Cl A (META) 0.5 $960k 1.7k 576.36
Lowe's Companies (LOW) 0.5 $954k 4.1k 233.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $947k 21k 45.26
Starbucks Corporation (SBUX) 0.4 $939k 9.6k 98.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $901k 34k 26.20
Ishares Core Msci Emkt (IEMG) 0.4 $877k 16k 53.97
Duke Energy Corp Com New (DUK) 0.4 $869k 7.1k 121.97
Ishares Tr Tips Bd Etf (TIP) 0.4 $859k 7.7k 111.09
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $857k 7.0k 121.91
Eaton Corp SHS (ETN) 0.4 $826k 3.0k 271.83
Bank of America Corporation (BAC) 0.4 $815k 20k 41.73
United Parcel Service CL B (UPS) 0.4 $811k 7.4k 109.99
Colgate-Palmolive Company (CL) 0.4 $799k 8.5k 93.70
Merck & Co (MRK) 0.4 $791k 8.8k 89.76
Nike CL B (NKE) 0.4 $753k 12k 63.48
Deere & Company (DE) 0.3 $735k 1.6k 469.35
Cme (CME) 0.3 $716k 2.7k 265.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $711k 31k 23.16
Ishares Tr U.s. Finls Etf (IYF) 0.3 $681k 6.0k 112.85
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $674k 31k 21.51
Becton, Dickinson and (BDX) 0.3 $664k 2.9k 229.06
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $652k 6.4k 102.42
Costco Wholesale Corporation (COST) 0.3 $638k 675.00 945.78
Gilead Sciences (GILD) 0.3 $618k 5.5k 112.05
Verizon Communications (VZ) 0.3 $611k 14k 45.36
International Business Machines (IBM) 0.3 $610k 2.5k 248.66
Ishares Tr Russell 2000 Etf (IWM) 0.3 $606k 3.0k 199.50
IDEXX Laboratories (IDXX) 0.3 $596k 1.4k 419.95
Paypal Holdings (PYPL) 0.3 $566k 8.7k 65.25
Ishares Tr National Mun Etf (MUB) 0.3 $566k 5.4k 105.44
FedEx Corporation (FDX) 0.3 $544k 2.2k 243.78
Ishares Tr Core Intl Aggr (IAGG) 0.3 $543k 11k 49.99
Caterpillar (CAT) 0.3 $535k 1.6k 329.80
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $521k 10k 50.66
CSX Corporation (CSX) 0.2 $512k 17k 29.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $504k 22k 23.43
Applied Materials (AMAT) 0.2 $501k 3.5k 145.12
Honeywell International (HON) 0.2 $495k 2.3k 211.75
SYSCO Corporation (SYY) 0.2 $491k 6.5k 75.04
Booking Holdings (BKNG) 0.2 $488k 106.00 4606.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $487k 948.00 513.91
Blackstone Group Inc Com Cl A (BX) 0.2 $484k 3.5k 139.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $460k 1.6k 288.14
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $448k 3.8k 118.13
Norfolk Southern (NSC) 0.2 $447k 1.9k 236.85
salesforce (CRM) 0.2 $446k 1.7k 268.36
Fiserv (FI) 0.2 $433k 2.0k 220.83
Eli Lilly & Co. (LLY) 0.2 $425k 514.00 825.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $422k 5.2k 81.69
Adobe Systems Incorporated (ADBE) 0.2 $415k 1.1k 383.53
Mccormick & Co Com Non Vtg (MKC) 0.2 $409k 5.0k 82.31
Trane Technologies SHS (TT) 0.2 $409k 1.2k 336.92
Pfizer (PFE) 0.2 $408k 16k 25.34
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $406k 14k 28.62
Autodesk (ADSK) 0.2 $404k 1.5k 261.80
Advanced Micro Devices (AMD) 0.2 $391k 3.8k 102.74
Vanguard World Inf Tech Etf (VGT) 0.2 $388k 715.00 542.38
Wal-Mart Stores (WMT) 0.2 $380k 4.3k 87.79
Intuit (INTU) 0.2 $379k 618.00 613.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $357k 4.5k 78.94
3M Company (MMM) 0.2 $351k 2.4k 146.86
McDonald's Corporation (MCD) 0.2 $348k 1.1k 312.37
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $345k 4.5k 76.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $318k 16k 19.78
Electronic Arts (EA) 0.1 $295k 2.0k 144.52
Amgen (AMGN) 0.1 $277k 888.00 311.55
Ishares Tr Msci Eafe Etf (EFA) 0.1 $268k 3.3k 81.73
Ishares Tr Conv Bd Etf (ICVT) 0.1 $265k 3.2k 83.61
Comcast Corp Cl A (CMCSA) 0.1 $260k 7.1k 36.90
Clorox Company (CLX) 0.1 $254k 1.7k 147.25
Palo Alto Networks (PANW) 0.1 $252k 1.5k 170.64
Analog Devices (ADI) 0.1 $248k 1.2k 201.67
Abbott Laboratories (ABT) 0.1 $246k 1.9k 132.65
Illinois Tool Works (ITW) 0.1 $242k 976.00 248.01
Ishares Tr Broad Usd High (USHY) 0.1 $225k 6.1k 36.81
Ishares Tr Rus 1000 Etf (IWB) 0.1 $221k 720.00 306.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $219k 2.7k 79.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $207k 2.5k 82.73
Ishares Esg Awr Msci Em (ESGE) 0.1 $206k 5.9k 34.95
Chubb (CB) 0.1 $203k 673.00 301.99
Novo-nordisk A S Adr (NVO) 0.1 $200k 2.9k 69.44