Bigelow Investment Advisors

Bigelow Investment Advisors as of March 31, 2026

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.7 $17M 26k 653.22
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.8 $12M 19k 650.32
Ishares Gold Tr Ishares New (IAU) 4.6 $12M 131k 88.16
Vanguard Specialized Funds Div App Etf (VIG) 4.3 $11M 51k 215.06
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $7.0M 104k 67.53
Apple (AAPL) 2.7 $6.7M 26k 253.79
Ishares Tr Hdg Msci Eafe (HEFA) 2.4 $6.0M 140k 42.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $4.9M 94k 52.56
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $4.9M 40k 124.31
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.9 $4.9M 144k 33.77
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $4.8M 198k 24.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $4.6M 158k 29.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.8 $4.5M 177k 25.64
Microsoft Corporation (MSFT) 1.6 $4.1M 11k 370.17
Ishares Tr Mbs Etf (MBB) 1.6 $4.0M 42k 94.95
Johnson & Johnson (JNJ) 1.6 $4.0M 16k 244.44
NVIDIA Corporation (NVDA) 1.5 $3.8M 22k 174.40
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.6M 13k 287.56
Ishares Tr Core Msci Eafe (IEFA) 1.4 $3.6M 39k 90.53
Ishares Msci Emrg Chn (EMXC) 1.4 $3.5M 44k 78.66
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $3.4M 35k 99.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $3.3M 17k 191.92
JPMorgan Chase & Co. (JPM) 1.2 $3.1M 11k 294.16
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.1M 11k 286.86
Raytheon Technologies Corp (RTX) 1.2 $2.9M 15k 192.90
American Express Company (AXP) 1.0 $2.5M 8.4k 302.48
Exxon Mobil Corporation (XOM) 1.0 $2.5M 15k 169.66
Amazon (AMZN) 1.0 $2.4M 11k 208.27
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $2.3M 44k 53.22
Vanguard World Utilities Etf (VPU) 0.9 $2.3M 12k 198.14
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.9 $2.3M 46k 49.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.3M 15k 148.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.1M 33k 64.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.9M 24k 82.75
Nextera Energy (NEE) 0.8 $1.9M 21k 92.88
Ishares Tr Intrm Gov Cr Etf (GVI) 0.7 $1.9M 18k 106.68
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $1.9M 37k 50.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.8M 73k 25.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $1.8M 60k 30.50
TJX Companies (TJX) 0.7 $1.7M 11k 159.70
Procter & Gamble Company (PG) 0.7 $1.7M 12k 144.44
Vanguard World Financials Etf (VFH) 0.6 $1.6M 13k 120.81
Walt Disney Company (DIS) 0.6 $1.6M 16k 96.38
General Dynamics Corporation (GD) 0.6 $1.5M 4.5k 343.22
Cisco Systems (CSCO) 0.6 $1.5M 19k 77.59
Ishares Core Msci Emkt (IEMG) 0.6 $1.5M 21k 69.75
Vanguard World Comm Srvc Etf (VOX) 0.6 $1.4M 7.8k 179.84
Pepsi (PEP) 0.6 $1.4M 9.0k 155.29
Ishares Tr Esg Optimized (SUSA) 0.5 $1.4M 10k 132.10
Ecolab (ECL) 0.5 $1.3M 5.0k 266.02
Ishares Tr Gnma Bond Etf (GNMA) 0.5 $1.2M 28k 44.33
Netflix (NFLX) 0.5 $1.2M 13k 96.15
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.5 $1.2M 25k 47.59
Eaton Corp SHS (ETN) 0.5 $1.2M 3.3k 357.67
Caterpillar (CAT) 0.5 $1.2M 1.7k 708.46
Visa Com Cl A (V) 0.5 $1.2M 3.8k 302.24
Arista Networks Com Shs (ANET) 0.5 $1.1M 9.3k 122.78
Meta Platforms Cl A (META) 0.5 $1.1M 2.0k 572.13
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.1M 41k 26.61
Bank of America Corporation (BAC) 0.4 $1.0M 21k 48.75
Danaher Corporation (DHR) 0.4 $1.0M 5.4k 189.60
Thermo Fisher Scientific (TMO) 0.4 $1.0M 2.1k 491.53
Home Depot (HD) 0.4 $1.0M 3.1k 328.89
Vanguard World Health Car Etf (VHT) 0.4 $1.0M 3.7k 272.33
Oracle Corporation (ORCL) 0.4 $987k 6.7k 147.11
Duke Energy Corp Com New (DUK) 0.4 $986k 7.5k 130.94
Medtronic SHS (MDT) 0.4 $964k 11k 86.65
Lowe's Companies (LOW) 0.4 $955k 4.0k 236.27
Deere & Company (DE) 0.4 $917k 1.6k 563.30
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $888k 6.3k 141.42
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $885k 7.5k 118.60
Starbucks Corporation (SBUX) 0.3 $860k 9.6k 89.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $839k 16k 54.05
Texas Instruments Incorporated (TXN) 0.3 $839k 4.3k 194.14
Mastercard Incorporated Cl A (MA) 0.3 $838k 1.7k 499.66
Verizon Communications (VZ) 0.3 $835k 17k 50.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $831k 1.7k 479.20
Costco Wholesale Corporation (COST) 0.3 $821k 824.00 996.43
Wal-Mart Stores (WMT) 0.3 $807k 6.5k 124.28
Advanced Micro Devices (AMD) 0.3 $806k 4.0k 203.43
Applied Materials (AMAT) 0.3 $803k 2.4k 341.79
Colgate-Palmolive Company (CL) 0.3 $792k 9.3k 85.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $791k 26k 30.96
Cme (CME) 0.3 $769k 2.6k 295.35
IDEXX Laboratories (IDXX) 0.3 $769k 1.4k 561.89
Merck & Co (MRK) 0.3 $746k 6.2k 120.29
Ishares Tr Tips Bd Etf (TIP) 0.3 $716k 6.5k 110.36
FedEx Corporation (FDX) 0.3 $711k 2.0k 356.18
Gilead Sciences (GILD) 0.3 $696k 5.0k 139.37
Vanguard World Consum Stp Etf (VDC) 0.3 $680k 3.0k 224.59
Honeywell International (HON) 0.3 $663k 2.9k 226.03
CSX Corporation (CSX) 0.3 $658k 16k 41.05
Ishares Tr U.s. Finls Etf (IYF) 0.3 $642k 5.5k 117.66
Ishares Tr Russell 2000 Etf (IWM) 0.2 $616k 2.5k 247.96
Spdr Series Trust State Street Spd (CWB) 0.2 $611k 6.7k 91.52
Vertiv Holdings Com Cl A (VRT) 0.2 $606k 2.4k 250.58
Eli Lilly & Co. (LLY) 0.2 $593k 645.00 919.77
Spdr Gold Tr Gold Shs (GLD) 0.2 $588k 1.4k 430.29
Nike CL B (NKE) 0.2 $585k 11k 52.82
Trane Technologies SHS (TT) 0.2 $563k 1.4k 416.74
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $561k 4.6k 121.20
UnitedHealth (UNH) 0.2 $559k 2.1k 270.59
United Parcel Svcs CL B (UPS) 0.2 $540k 5.5k 98.38
Goldman Sachs (GS) 0.2 $538k 636.00 845.99
Norfolk Southern (NSC) 0.2 $516k 1.8k 287.00
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $509k 24k 21.49
SYSCO Corporation (SYY) 0.2 $507k 7.1k 71.33
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $498k 5.2k 95.61
Booking Holdings (BKNG) 0.2 $497k 118.00 4210.32
Ishares Tr Ishares Biotech (IBB) 0.2 $495k 2.9k 168.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $474k 16k 29.08
Becton, Dickinson and (BDX) 0.2 $440k 2.8k 157.23
Ishares Tr National Mun Etf (MUB) 0.2 $435k 4.1k 106.15
Ishares Tr Core Intl Aggr (IAGG) 0.2 $420k 8.4k 50.04
Blackstone Group Inc Com Cl A (BX) 0.2 $417k 3.6k 114.99
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $413k 18k 23.22
Vanguard World Inf Tech Etf (VGT) 0.2 $405k 580.00 697.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $388k 649.00 597.55
Analog Devices (ADI) 0.1 $367k 1.2k 318.14
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $362k 1.1k 337.95
3M Company (MMM) 0.1 $348k 2.4k 145.23
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $340k 6.7k 50.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $337k 14k 24.75
McDonald's Corporation (MCD) 0.1 $336k 1.1k 310.79
Ishares Tr Msci Eafe Etf (EFA) 0.1 $327k 3.4k 97.13
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $319k 2.8k 113.60
salesforce (CRM) 0.1 $316k 1.7k 186.67
Marvell Technology (MRVL) 0.1 $316k 3.2k 99.05
Palo Alto Networks (PANW) 0.1 $312k 1.9k 160.32
Uber Technologies (UBER) 0.1 $308k 4.3k 71.93
Kirby Corporation (KEX) 0.1 $293k 2.2k 132.88
Paypal Holdings (PYPL) 0.1 $284k 6.3k 45.23
Ishares Esg Awr Msci Em (ESGE) 0.1 $272k 6.0k 45.47
Electronic Arts (EA) 0.1 $270k 1.3k 203.87
Intuit (INTU) 0.1 $269k 623.00 432.38
Union Pacific Corporation (UNP) 0.1 $261k 1.1k 242.62
Pfizer (PFE) 0.1 $258k 9.2k 28.08
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $257k 781.00 328.66
Ishares Tr Conv Bd Etf (ICVT) 0.1 $252k 2.5k 101.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $250k 3.2k 79.27
Quanta Services (PWR) 0.1 $250k 455.00 549.02
Illinois Tool Works (ITW) 0.1 $246k 946.00 260.29
Ishares Tr Rus 1000 Etf (IWB) 0.1 $239k 670.00 356.56
Everpure Cl A (PSTG) 0.1 $231k 3.9k 59.04
Micron Technology (MU) 0.1 $228k 676.00 337.84
Autodesk (ADSK) 0.1 $216k 901.00 239.40
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $215k 8.6k 25.07
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $213k 2.2k 95.44
Chubb (CB) 0.1 $212k 650.00 325.93
Mccormick & Co Com Non Vtg (MKC) 0.1 $209k 4.1k 50.44
Capital One Financial (COF) 0.1 $208k 1.1k 182.43
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $206k 1.9k 106.50
Comcast Corp Cl A (CMCSA) 0.1 $204k 7.1k 28.71