Bigelow Investment Advisors as of June 30, 2025
Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 147 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $15M | 24k | 620.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $12M | 20k | 617.85 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $11M | 51k | 204.67 | |
| Ishares Gold Tr Ishares New (IAU) | 3.7 | $8.4M | 134k | 62.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $6.3M | 57k | 109.29 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $6.2M | 101k | 62.02 | |
| Apple (AAPL) | 2.6 | $5.8M | 32k | 182.59 | |
| Microsoft Corporation (MSFT) | 2.4 | $5.5M | 11k | 497.41 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.3 | $5.3M | 215k | 24.44 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $4.5M | 156k | 29.21 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $4.4M | 181k | 24.38 | |
| NVIDIA Corporation (NVDA) | 1.7 | $3.8M | 24k | 157.99 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $3.1M | 60k | 52.76 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.4 | $3.1M | 83k | 37.96 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $3.1M | 11k | 289.91 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $3.1M | 37k | 83.48 | |
| American Express Company (AXP) | 1.3 | $2.9M | 9.0k | 318.98 | |
| Ishares Tr Gnma Bond Etf (GNMA) | 1.2 | $2.8M | 63k | 43.95 | |
| Ishares Tr Mbs Etf (MBB) | 1.2 | $2.7M | 29k | 93.89 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $2.7M | 27k | 99.20 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.6M | 17k | 152.75 | |
| Amazon (AMZN) | 1.1 | $2.5M | 11k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.4M | 14k | 176.23 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $2.4M | 17k | 146.02 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.0 | $2.4M | 48k | 49.26 | |
| Vanguard World Utilities Etf (VPU) | 1.0 | $2.3M | 13k | 176.51 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $2.1M | 12k | 181.74 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $2.1M | 88k | 23.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.1M | 12k | 177.39 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.9 | $2.0M | 40k | 51.02 | |
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $2.0M | 32k | 63.14 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.0M | 35k | 57.01 | |
| Walt Disney Company (DIS) | 0.8 | $1.9M | 15k | 124.01 | |
| Procter & Gamble Company (PG) | 0.8 | $1.9M | 12k | 159.32 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $1.9M | 35k | 53.29 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $1.8M | 13k | 133.31 | |
| Oracle Corporation (ORCL) | 0.7 | $1.7M | 7.7k | 218.63 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.6M | 58k | 27.67 | |
| Vanguard World Financials Etf (VFH) | 0.7 | $1.6M | 13k | 127.30 | |
| Ishares Tr Esg Optimized (SUSA) | 0.7 | $1.6M | 13k | 126.75 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.5M | 19k | 82.92 | |
| Cisco Systems (CSCO) | 0.7 | $1.5M | 22k | 69.38 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 14k | 107.80 | |
| Nextera Energy (NEE) | 0.7 | $1.5M | 22k | 69.42 | |
| Rollins (ROL) | 0.6 | $1.5M | 26k | 56.42 | |
| Netflix (NFLX) | 0.6 | $1.4M | 1.1k | 1339.13 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.6 | $1.4M | 8.4k | 171.03 | |
| TJX Companies (TJX) | 0.6 | $1.4M | 12k | 123.49 | |
| Vanguard World Health Car Etf (VHT) | 0.6 | $1.4M | 5.5k | 248.34 | |
| Visa Com Cl A (V) | 0.6 | $1.4M | 3.8k | 355.05 | |
| General Dynamics Corporation (GD) | 0.6 | $1.3M | 4.5k | 291.66 | |
| Pepsi (PEP) | 0.6 | $1.3M | 9.9k | 132.04 | |
| Ecolab (ECL) | 0.5 | $1.2M | 4.6k | 269.44 | |
| Meta Platforms Cl A (META) | 0.5 | $1.2M | 1.7k | 738.09 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.5 | $1.2M | 11k | 106.79 | |
| UnitedHealth (UNH) | 0.5 | $1.2M | 3.9k | 311.97 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $1.1M | 5.5k | 207.62 | |
| Home Depot (HD) | 0.5 | $1.1M | 3.1k | 366.64 | |
| Eaton Corp SHS (ETN) | 0.5 | $1.1M | 3.1k | 356.99 | |
| Danaher Corporation (DHR) | 0.5 | $1.1M | 5.4k | 197.54 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $1.1M | 40k | 26.68 | |
| Medtronic SHS (MDT) | 0.5 | $1.0M | 12k | 87.17 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.4 | $996k | 21k | 47.84 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $981k | 16k | 60.03 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $972k | 1.7k | 561.94 | |
| Bank of America Corporation (BAC) | 0.4 | $955k | 20k | 47.32 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $951k | 7.0k | 135.30 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $934k | 19k | 49.46 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $921k | 33k | 28.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $913k | 1.9k | 485.77 | |
| Lowe's Companies (LOW) | 0.4 | $912k | 4.1k | 221.86 | |
| Starbucks Corporation (SBUX) | 0.4 | $867k | 9.5k | 91.63 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $864k | 7.3k | 118.00 | |
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $853k | 6.7k | 126.51 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $846k | 7.7k | 110.04 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $827k | 2.0k | 405.46 | |
| Colgate-Palmolive Company (CL) | 0.4 | $814k | 9.0k | 90.90 | |
| Nike CL B (NKE) | 0.4 | $809k | 11k | 71.04 | |
| Deere & Company (DE) | 0.4 | $800k | 1.6k | 508.49 | |
| IDEXX Laboratories (IDXX) | 0.3 | $752k | 1.4k | 536.34 | |
| Cme (CME) | 0.3 | $748k | 2.7k | 275.62 | |
| United Parcel Service CL B (UPS) | 0.3 | $741k | 7.3k | 100.94 | |
| International Business Machines (IBM) | 0.3 | $723k | 2.5k | 294.78 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $717k | 6.2k | 116.17 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $694k | 5.7k | 120.99 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $672k | 32k | 21.16 | |
| Costco Wholesale Corporation (COST) | 0.3 | $662k | 669.00 | 989.94 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $656k | 3.0k | 215.76 | |
| Applied Materials (AMAT) | 0.3 | $650k | 3.5k | 183.07 | |
| Caterpillar (CAT) | 0.3 | $648k | 1.7k | 388.21 | |
| Booking Holdings (BKNG) | 0.3 | $625k | 108.00 | 5789.24 | |
| Paypal Holdings (PYPL) | 0.3 | $624k | 8.4k | 74.32 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $621k | 27k | 23.24 | |
| Verizon Communications (VZ) | 0.3 | $610k | 14k | 43.27 | |
| Merck & Co (MRK) | 0.3 | $605k | 7.6k | 79.16 | |
| Honeywell International (HON) | 0.3 | $603k | 2.6k | 232.88 | |
| Advanced Micro Devices (AMD) | 0.2 | $566k | 4.0k | 141.90 | |
| Gilead Sciences (GILD) | 0.2 | $556k | 5.0k | 110.87 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $544k | 22k | 25.30 | |
| Trane Technologies SHS (TT) | 0.2 | $540k | 1.2k | 437.41 | |
| CSX Corporation (CSX) | 0.2 | $538k | 17k | 32.63 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $538k | 3.6k | 149.58 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $524k | 4.4k | 119.09 | |
| SYSCO Corporation (SYY) | 0.2 | $521k | 6.9k | 75.74 | |
| FedEx Corporation (FDX) | 0.2 | $520k | 2.3k | 227.31 | |
| Intuit (INTU) | 0.2 | $512k | 650.00 | 787.63 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $510k | 10k | 50.65 | |
| Becton, Dickinson and (BDX) | 0.2 | $503k | 2.9k | 172.25 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $501k | 4.8k | 104.48 | |
| Autodesk (ADSK) | 0.2 | $495k | 1.6k | 309.57 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $486k | 1.6k | 304.83 | |
| salesforce (CRM) | 0.2 | $480k | 1.8k | 272.69 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $474k | 715.00 | 663.28 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $468k | 9.2k | 51.09 | |
| Norfolk Southern (NSC) | 0.2 | $466k | 1.8k | 255.97 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $461k | 5.2k | 89.22 | |
| Wal-Mart Stores (WMT) | 0.2 | $458k | 4.7k | 97.78 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $438k | 1.1k | 386.88 | |
| Eli Lilly & Co. (LLY) | 0.2 | $434k | 557.00 | 779.53 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $398k | 701.00 | 568.03 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $376k | 5.0k | 75.82 | |
| Fiserv (FI) | 0.2 | $374k | 2.2k | 172.41 | |
| 3M Company (MMM) | 0.2 | $364k | 2.4k | 152.24 | |
| Pfizer (PFE) | 0.2 | $361k | 15k | 24.24 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $354k | 16k | 22.10 | |
| Uber Technologies (UBER) | 0.2 | $353k | 3.8k | 93.30 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.2 | $349k | 4.2k | 82.66 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $346k | 4.4k | 79.50 | |
| Palo Alto Networks (PANW) | 0.1 | $327k | 1.6k | 204.64 | |
| McDonald's Corporation (MCD) | 0.1 | $326k | 1.1k | 292.17 | |
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $294k | 1.3k | 219.00 | |
| Electronic Arts (EA) | 0.1 | $294k | 1.8k | 159.70 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $293k | 3.3k | 89.39 | |
| Analog Devices (ADI) | 0.1 | $293k | 1.2k | 238.02 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $255k | 2.8k | 90.10 | |
| Abbott Laboratories (ABT) | 0.1 | $252k | 1.9k | 136.01 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $249k | 7.0k | 35.69 | |
| Amgen (AMGN) | 0.1 | $248k | 888.00 | 279.21 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $245k | 720.00 | 339.57 | |
| Illinois Tool Works (ITW) | 0.1 | $241k | 976.00 | 247.25 | |
| Goldman Sachs (GS) | 0.1 | $239k | 338.00 | 707.75 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $231k | 5.9k | 39.17 | |
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $230k | 7.0k | 32.69 | |
| Ishares Tr Broad Usd High (USHY) | 0.1 | $227k | 6.1k | 37.51 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $213k | 3.1k | 69.02 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $201k | 1.5k | 138.68 | |
| Union Pacific Corporation (UNP) | 0.1 | $200k | 871.00 | 230.08 |
