Bigelow Investment Advisors

Bigelow Investment Advisors as of Sept. 30, 2025

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 149 positions in its portfolio as reported in the September 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 $16M 25k 669.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $13M 19k 666.20
Vanguard Specialized Funds Div App Etf (VIG) 4.4 $11M 51k 215.79
Ishares Gold Tr Ishares New (IAU) 4.2 $10M 143k 72.77
Apple (AAPL) 2.8 $7.0M 27k 254.63
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $6.3M 97k 65.26
Microsoft Corporation (MSFT) 2.3 $5.7M 11k 517.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $5.5M 209k 26.34
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.1 $5.2M 156k 33.42
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $5.2M 44k 118.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $5.1M 159k 31.91
NVIDIA Corporation (NVDA) 1.7 $4.3M 23k 186.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $4.2M 171k 24.40
Ishares Tr Hdg Msci Eafe (HEFA) 1.6 $4.1M 103k 39.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $3.5M 67k 53.03
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.4M 14k 243.10
JPMorgan Chase & Co. (JPM) 1.4 $3.4M 11k 315.43
Ishares Tr Core Msci Eafe (IEFA) 1.3 $3.2M 37k 87.31
Ishares Tr Mbs Etf (MBB) 1.3 $3.2M 33k 95.15
Johnson & Johnson (JNJ) 1.3 $3.1M 17k 185.42
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $3.0M 30k 100.25
American Express Company (AXP) 1.2 $2.9M 8.7k 332.16
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.7M 11k 243.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $2.7M 14k 189.70
Raytheon Technologies Corp (RTX) 1.0 $2.6M 15k 167.33
Ishares Msci Emrg Chn (EMXC) 1.0 $2.5M 38k 67.51
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.0 $2.5M 51k 49.79
Ishares Tr Gnma Bond Etf (GNMA) 1.0 $2.4M 55k 44.35
Amazon (AMZN) 1.0 $2.4M 11k 219.57
Vanguard World Utilities Etf (VPU) 0.9 $2.3M 12k 189.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $2.2M 87k 25.71
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $2.2M 40k 54.09
Oracle Corporation (ORCL) 0.9 $2.1M 7.6k 281.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.0M 34k 59.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.0M 14k 140.95
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $2.0M 39k 51.09
Vanguard World Financials Etf (VFH) 0.8 $1.9M 14k 131.24
Procter & Gamble Company (PG) 0.7 $1.8M 12k 153.65
Walt Disney Company (DIS) 0.7 $1.8M 16k 114.50
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $1.7M 59k 29.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.7M 21k 84.11
Ishares Tr Esg Optimized (SUSA) 0.7 $1.7M 13k 135.65
Nextera Energy (NEE) 0.7 $1.7M 22k 75.49
Vanguard World Comm Srvc Etf (VOX) 0.7 $1.7M 8.8k 187.73
Exxon Mobil Corporation (XOM) 0.7 $1.6M 14k 112.75
TJX Companies (TJX) 0.6 $1.6M 11k 144.54
Ishares Tr Intrm Gov Cr Etf (GVI) 0.6 $1.5M 14k 107.44
General Dynamics Corporation (GD) 0.6 $1.5M 4.5k 341.00
Rollins (ROL) 0.6 $1.5M 26k 58.74
Cisco Systems (CSCO) 0.6 $1.4M 21k 68.42
Netflix (NFLX) 0.5 $1.3M 1.1k 1198.92
Pepsi (PEP) 0.5 $1.3M 9.4k 140.44
Visa Com Cl A (V) 0.5 $1.3M 3.8k 341.38
Ecolab (ECL) 0.5 $1.3M 4.7k 273.86
Arista Networks Com Shs (ANET) 0.5 $1.3M 8.9k 145.71
Meta Platforms Cl A (META) 0.5 $1.3M 1.7k 734.38
Home Depot (HD) 0.5 $1.2M 3.1k 405.19
Eaton Corp SHS (ETN) 0.5 $1.2M 3.1k 374.25
Ishares Core Msci Emkt (IEMG) 0.4 $1.1M 17k 65.92
Vanguard World Health Car Etf (VHT) 0.4 $1.1M 4.2k 259.60
Medtronic SHS (MDT) 0.4 $1.1M 11k 95.24
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.1M 40k 26.95
Danaher Corporation (DHR) 0.4 $1.1M 5.4k 198.26
Bank of America Corporation (BAC) 0.4 $1.1M 20k 51.59
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.4 $1.0M 21k 48.47
Lowe's Companies (LOW) 0.4 $1.0M 4.1k 251.32
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.0M 6.9k 145.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $972k 18k 54.18
Thermo Fisher Scientific (TMO) 0.4 $971k 2.0k 485.02
Texas Instruments Incorporated (TXN) 0.4 $947k 5.2k 183.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $943k 1.9k 502.74
Mastercard Incorporated Cl A (MA) 0.4 $938k 1.6k 568.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $931k 31k 29.64
Duke Energy Corp Com New (DUK) 0.4 $901k 7.3k 123.75
IDEXX Laboratories (IDXX) 0.4 $879k 1.4k 638.89
Caterpillar (CAT) 0.3 $818k 1.7k 477.15
Starbucks Corporation (SBUX) 0.3 $808k 9.6k 84.60
Nike CL B (NKE) 0.3 $802k 12k 69.73
UnitedHealth (UNH) 0.3 $799k 2.3k 345.30
Colgate-Palmolive Company (CL) 0.3 $759k 9.5k 79.94
Applied Materials (AMAT) 0.3 $748k 3.7k 204.74
Ishares Tr Tips Bd Etf (TIP) 0.3 $743k 6.7k 111.22
Costco Wholesale Corporation (COST) 0.3 $734k 793.00 925.63
Ishares Tr U.s. Finls Etf (IYF) 0.3 $723k 5.7k 126.64
Cme (CME) 0.3 $708k 2.6k 270.19
Deere & Company (DE) 0.3 $707k 1.5k 457.26
Ishares Tr Russell 2000 Etf (IWM) 0.3 $695k 2.9k 241.96
Vanguard World Consum Stp Etf (VDC) 0.3 $693k 3.2k 213.73
International Business Machines (IBM) 0.3 $692k 2.5k 282.16
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $685k 5.4k 125.96
Verizon Communications (VZ) 0.3 $665k 15k 43.95
Blackstone Group Inc Com Cl A (BX) 0.3 $657k 3.8k 170.85
Advanced Micro Devices (AMD) 0.3 $651k 4.0k 161.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $601k 26k 23.47
Merck & Co (MRK) 0.2 $598k 7.1k 83.93
Booking Holdings (BKNG) 0.2 $594k 110.00 5399.27
CSX Corporation (CSX) 0.2 $573k 16k 35.51
Honeywell International (HON) 0.2 $572k 2.7k 210.50
Spdr Gold Tr Gold Shs (GLD) 0.2 $567k 1.6k 355.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $566k 4.7k 119.51
Wal-Mart Stores (WMT) 0.2 $558k 5.4k 103.06
Gilead Sciences (GILD) 0.2 $557k 5.0k 111.00
Becton, Dickinson and (BDX) 0.2 $555k 3.0k 187.17
SYSCO Corporation (SYY) 0.2 $548k 6.7k 82.34
United Parcel Service CL B (UPS) 0.2 $543k 6.5k 83.53
Norfolk Southern (NSC) 0.2 $541k 1.8k 300.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $541k 19k 27.90
Paypal Holdings (PYPL) 0.2 $536k 8.0k 67.06
Vanguard World Inf Tech Etf (VGT) 0.2 $534k 715.00 746.63
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $534k 25k 21.57
FedEx Corporation (FDX) 0.2 $528k 2.2k 235.81
Trane Technologies SHS (TT) 0.2 $522k 1.2k 421.96
Ishares Tr Core Intl Aggr (IAGG) 0.2 $512k 10k 51.23
Ishares Tr Ishares Biotech (IBB) 0.2 $505k 3.5k 144.37
Eli Lilly & Co. (LLY) 0.2 $498k 652.00 763.00
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $484k 9.6k 50.59
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $480k 5.2k 92.97
salesforce (CRM) 0.2 $454k 1.9k 237.00
Ishares Tr National Mun Etf (MUB) 0.2 $447k 4.2k 106.49
Intuit (INTU) 0.2 $422k 618.00 682.91
Adobe Systems Incorporated (ADBE) 0.2 $411k 1.2k 352.75
Autodesk (ADSK) 0.2 $401k 1.3k 317.67
Goldman Sachs (GS) 0.2 $399k 501.00 796.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $397k 649.00 612.38
3M Company (MMM) 0.1 $371k 2.4k 155.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $367k 16k 23.28
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $366k 4.0k 90.50
Uber Technologies (UBER) 0.1 $361k 3.7k 97.97
Palo Alto Networks (PANW) 0.1 $350k 1.7k 203.62
Fiserv (FI) 0.1 $339k 2.6k 128.93
Pfizer (PFE) 0.1 $337k 13k 25.48
McDonald's Corporation (MCD) 0.1 $330k 1.1k 303.89
Mccormick & Co Com Non Vtg (MKC) 0.1 $320k 4.8k 66.91
Ishares Tr Msci Eafe Etf (EFA) 0.1 $308k 3.3k 93.37
Analog Devices (ADI) 0.1 $302k 1.2k 245.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $300k 3.8k 79.93
Vertiv Holdings Com Cl A (VRT) 0.1 $295k 2.0k 150.86
Electronic Arts (EA) 0.1 $284k 1.4k 201.70
Ishares Tr Conv Bd Etf (ICVT) 0.1 $279k 2.8k 100.05
Ishares Tr Rus 1000 Etf (IWB) 0.1 $263k 720.00 365.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $260k 930.00 279.29
Ishares Esg Awr Msci Em (ESGE) 0.1 $256k 5.9k 43.42
Illinois Tool Works (ITW) 0.1 $250k 957.00 260.76
Comcast Corp Cl A (CMCSA) 0.1 $243k 7.7k 31.42
Abbott Laboratories (ABT) 0.1 $242k 1.8k 133.94
Ishares Tr Broad Usd High (USHY) 0.1 $237k 6.3k 37.78
Union Pacific Corporation (UNP) 0.1 $221k 936.00 236.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $207k 1.5k 142.41
Marvell Technology (MRVL) 0.1 $202k 2.4k 84.07