Bigelow Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 149 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $18M | 26k | 684.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $12M | 18k | 681.92 | |
| Ishares Gold Tr Ishares New (IAU) | 4.5 | $12M | 143k | 81.17 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 4.4 | $11M | 51k | 219.78 | |
| Apple (AAPL) | 2.9 | $7.3M | 27k | 271.86 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $6.6M | 101k | 66.00 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.2 | $5.6M | 164k | 34.26 | |
| Microsoft Corporation (MSFT) | 2.1 | $5.4M | 11k | 483.62 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $5.2M | 161k | 32.62 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $5.2M | 192k | 26.91 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $4.9M | 41k | 120.18 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $4.9M | 202k | 24.37 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.9 | $4.9M | 117k | 41.36 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.7 | $4.3M | 82k | 52.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.1M | 13k | 313.00 | |
| NVIDIA Corporation (NVDA) | 1.6 | $4.0M | 22k | 186.50 | |
| Ishares Tr Mbs Etf (MBB) | 1.4 | $3.6M | 37k | 95.22 | |
| Johnson & Johnson (JNJ) | 1.4 | $3.5M | 17k | 206.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $3.4M | 11k | 313.80 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $3.4M | 11k | 322.22 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $3.3M | 37k | 89.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $3.3M | 33k | 99.88 | |
| American Express Company (AXP) | 1.2 | $3.1M | 8.5k | 369.95 | |
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $2.9M | 40k | 72.68 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $2.8M | 15k | 191.56 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $2.8M | 15k | 183.40 | |
| Amazon (AMZN) | 1.0 | $2.5M | 11k | 230.82 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.0 | $2.5M | 49k | 49.99 | |
| Vanguard World Utilities Etf (VPU) | 1.0 | $2.4M | 13k | 185.04 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $2.3M | 86k | 26.23 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $2.3M | 42k | 53.88 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.1M | 15k | 143.52 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.1M | 33k | 62.47 | |
| Ishares Tr Gnma Bond Etf (GNMA) | 0.8 | $2.1M | 46k | 44.54 | |
| Vanguard World Financials Etf (VFH) | 0.8 | $2.0M | 15k | 133.49 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $2.0M | 39k | 50.86 | |
| Walt Disney Company (DIS) | 0.7 | $1.8M | 16k | 113.77 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.7 | $1.8M | 9.2k | 193.63 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | 15k | 120.34 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.8M | 21k | 83.75 | |
| TJX Companies (TJX) | 0.7 | $1.7M | 11k | 153.61 | |
| Nextera Energy (NEE) | 0.6 | $1.7M | 21k | 80.28 | |
| Procter & Gamble Company (PG) | 0.6 | $1.7M | 12k | 143.31 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $1.6M | 56k | 29.61 | |
| Ishares Tr Esg Optimized (SUSA) | 0.6 | $1.6M | 12k | 139.34 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.6 | $1.6M | 15k | 107.35 | |
| Rollins (ROL) | 0.6 | $1.5M | 26k | 60.02 | |
| Cisco Systems (CSCO) | 0.6 | $1.5M | 20k | 77.03 | |
| General Dynamics Corporation (GD) | 0.6 | $1.5M | 4.5k | 336.66 | |
| Oracle Corporation (ORCL) | 0.6 | $1.5M | 7.5k | 194.91 | |
| Visa Com Cl A (V) | 0.5 | $1.3M | 3.8k | 350.71 | |
| Pepsi (PEP) | 0.5 | $1.3M | 9.1k | 143.52 | |
| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.3M | 19k | 67.22 | |
| Ecolab (ECL) | 0.5 | $1.3M | 4.8k | 262.52 | |
| Meta Platforms Cl A (META) | 0.5 | $1.2M | 1.8k | 660.09 | |
| Danaher Corporation (DHR) | 0.5 | $1.2M | 5.3k | 228.92 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.5 | $1.2M | 25k | 48.09 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $1.2M | 2.0k | 579.45 | |
| Arista Networks Com Shs (ANET) | 0.5 | $1.2M | 9.0k | 131.03 | |
| Vanguard World Health Car Etf (VHT) | 0.5 | $1.2M | 4.1k | 287.85 | |
| Bank of America Corporation (BAC) | 0.4 | $1.2M | 21k | 55.00 | |
| Netflix (NFLX) | 0.4 | $1.1M | 12k | 93.76 | |
| Medtronic SHS (MDT) | 0.4 | $1.1M | 11k | 96.06 | |
| Home Depot (HD) | 0.4 | $1.0M | 3.0k | 344.10 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.0M | 39k | 26.49 | |
| Eaton Corp SHS (ETN) | 0.4 | $999k | 3.1k | 318.51 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $990k | 6.6k | 148.98 | |
| Lowe's Companies (LOW) | 0.4 | $973k | 4.0k | 241.13 | |
| Caterpillar (CAT) | 0.4 | $953k | 1.7k | 572.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $943k | 1.9k | 502.65 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $920k | 1.6k | 570.88 | |
| IDEXX Laboratories (IDXX) | 0.4 | $904k | 1.3k | 676.53 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $902k | 17k | 53.76 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $864k | 7.4k | 117.21 | |
| Advanced Micro Devices (AMD) | 0.3 | $856k | 4.0k | 214.16 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $837k | 28k | 30.07 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $792k | 6.6k | 119.35 | |
| Starbucks Corporation (SBUX) | 0.3 | $790k | 9.4k | 84.21 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $781k | 4.5k | 173.49 | |
| Vanguard World Consum Stp Etf (VDC) | 0.3 | $764k | 3.6k | 211.24 | |
| UnitedHealth (UNH) | 0.3 | $761k | 2.3k | 330.11 | |
| Deere & Company (DE) | 0.3 | $739k | 1.6k | 465.57 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $736k | 5.7k | 128.93 | |
| Applied Materials (AMAT) | 0.3 | $728k | 2.8k | 256.99 | |
| Colgate-Palmolive Company (CL) | 0.3 | $727k | 9.2k | 79.02 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $720k | 6.6k | 109.91 | |
| International Business Machines (IBM) | 0.3 | $713k | 2.4k | 296.21 | |
| Cme (CME) | 0.3 | $707k | 2.6k | 273.08 | |
| Costco Wholesale Corporation (COST) | 0.3 | $707k | 820.00 | 862.34 | |
| Merck & Co (MRK) | 0.3 | $707k | 6.7k | 105.26 | |
| Nike CL B (NKE) | 0.3 | $679k | 11k | 63.71 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $665k | 5.2k | 128.84 | |
| FedEx Corporation (FDX) | 0.3 | $659k | 2.3k | 288.86 | |
| Eli Lilly & Co. (LLY) | 0.3 | $649k | 604.00 | 1074.68 | |
| Wal-Mart Stores (WMT) | 0.3 | $648k | 5.8k | 111.41 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $631k | 2.6k | 246.20 | |
| Verizon Communications (VZ) | 0.2 | $627k | 15k | 40.73 | |
| Gilead Sciences (GILD) | 0.2 | $616k | 5.0k | 122.74 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $608k | 1.5k | 396.31 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $603k | 3.6k | 168.77 | |
| Booking Holdings (BKNG) | 0.2 | $600k | 112.00 | 5355.33 | |
| CSX Corporation (CSX) | 0.2 | $582k | 16k | 36.25 | |
| United Parcel Service CL B (UPS) | 0.2 | $577k | 5.8k | 99.19 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $568k | 3.7k | 154.14 | |
| Becton, Dickinson and (BDX) | 0.2 | $550k | 2.8k | 194.07 | |
| Honeywell International (HON) | 0.2 | $547k | 2.8k | 195.09 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $539k | 715.00 | 753.78 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $528k | 25k | 20.89 | |
| Norfolk Southern (NSC) | 0.2 | $520k | 1.8k | 288.72 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $517k | 18k | 28.48 | |
| salesforce (CRM) | 0.2 | $509k | 1.9k | 264.91 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $508k | 22k | 23.37 | |
| Goldman Sachs (GS) | 0.2 | $504k | 573.00 | 879.00 | |
| SYSCO Corporation (SYY) | 0.2 | $502k | 6.8k | 73.69 | |
| Trane Technologies SHS (TT) | 0.2 | $492k | 1.3k | 389.20 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $491k | 5.2k | 95.08 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $466k | 9.2k | 50.46 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $451k | 9.0k | 50.01 | |
| Paypal Holdings (PYPL) | 0.2 | $439k | 7.5k | 58.38 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $428k | 4.0k | 107.11 | |
| Intuit (INTU) | 0.2 | $425k | 642.00 | 662.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $407k | 649.00 | 627.13 | |
| 3M Company (MMM) | 0.1 | $383k | 2.4k | 160.10 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $369k | 15k | 24.04 | |
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $359k | 4.0k | 89.20 | |
| Palo Alto Networks (PANW) | 0.1 | $353k | 1.9k | 184.20 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $347k | 2.1k | 162.01 | |
| Analog Devices (ADI) | 0.1 | $333k | 1.2k | 271.20 | |
| McDonald's Corporation (MCD) | 0.1 | $332k | 1.1k | 305.63 | |
| Uber Technologies (UBER) | 0.1 | $324k | 4.0k | 81.71 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $324k | 3.4k | 96.03 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $315k | 4.6k | 68.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $308k | 1.0k | 303.89 | |
| Autodesk (ADSK) | 0.1 | $294k | 994.00 | 296.01 | |
| Electronic Arts (EA) | 0.1 | $283k | 1.4k | 204.33 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $265k | 2.7k | 98.50 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $264k | 3.3k | 79.73 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $264k | 6.0k | 44.17 | |
| Kirby Corporation (KEX) | 0.1 | $251k | 2.3k | 110.18 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $250k | 670.00 | 373.44 | |
| Pfizer (PFE) | 0.1 | $239k | 9.6k | 24.90 | |
| Illinois Tool Works (ITW) | 0.1 | $233k | 946.00 | 246.30 | |
| Marvell Technology (MRVL) | 0.1 | $226k | 2.7k | 84.98 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $224k | 2.3k | 96.16 | |
| Union Pacific Corporation (UNP) | 0.1 | $218k | 942.00 | 231.32 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $209k | 8.3k | 25.24 | |
| Chubb (CB) | 0.1 | $203k | 650.00 | 312.12 | |
| First Solar (FSLR) | 0.1 | $203k | 776.00 | 261.23 | |
| Abbott Laboratories (ABT) | 0.1 | $201k | 1.6k | 125.29 |
