Bigelow Investment Advisors

Bigelow Investment Advisors as of June 30, 2026

Portfolio Holdings for Bigelow Investment Advisors

Bigelow Investment Advisors holds 157 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.1 $20M 26k 748.90
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.9 $14M 18k 746.77
Vanguard Specialized Funds Div App Etf (VIG) 4.3 $12M 50k 236.62
Ishares Gold Tr Ishares New (IAU) 3.5 $9.6M 127k 75.51
Ishares Tr Hdg Msci Eafe (HEFA) 2.9 $8.0M 171k 46.92
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $7.9M 103k 77.11
Apple (AAPL) 2.8 $7.6M 26k 289.36
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $5.5M 37k 148.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $5.5M 161k 33.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $5.1M 175k 29.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.8 $5.1M 97k 52.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $5.0M 207k 24.14
NVIDIA Corporation (NVDA) 1.7 $4.8M 24k 200.09
Ishares Msci Emrg Chn (EMXC) 1.7 $4.7M 46k 102.30
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 1.7 $4.7M 130k 36.53
Alphabet Cap Stk Cl A (GOOGL) 1.6 $4.5M 13k 357.37
Microsoft Corporation (MSFT) 1.5 $4.3M 12k 373.02
Johnson & Johnson (JNJ) 1.5 $4.2M 16k 253.97
Ishares Tr Mbs Etf (MBB) 1.4 $4.0M 42k 94.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $3.9M 19k 212.77
Ishares Tr Core Msci Eafe (IEFA) 1.4 $3.8M 39k 96.58
Alphabet Cap Stk Cl C (GOOG) 1.3 $3.7M 10k 353.33
JPMorgan Chase & Co. (JPM) 1.3 $3.5M 11k 327.33
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $3.2M 32k 98.98
American Express Company (AXP) 1.0 $2.9M 8.4k 338.25
Raytheon Technologies Corp (RTX) 1.0 $2.8M 15k 189.73
Amazon (AMZN) 1.0 $2.7M 11k 238.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.6M 16k 158.03
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $2.5M 47k 53.17
Advanced Micro Devices (AMD) 0.9 $2.4M 4.2k 580.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.4M 33k 71.25
Vanguard World Utilities Etf (VPU) 0.8 $2.2M 11k 195.73
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $2.2M 43k 49.78
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $2.2M 62k 34.81
Cisco Systems (CSCO) 0.8 $2.1M 18k 117.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $2.1M 72k 28.96
Ishares Tr Intrm Gov Cr Etf (GVI) 0.7 $2.0M 19k 106.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $2.0M 24k 82.65
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $1.8M 36k 51.05
Nextera Energy (NEE) 0.7 $1.8M 21k 87.77
Vanguard World Financials Etf (VFH) 0.6 $1.7M 13k 131.60
Procter & Gamble Company (PG) 0.6 $1.7M 12k 146.64
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M 21k 82.84
Caterpillar (CAT) 0.6 $1.7M 1.6k 1064.90
TJX Companies (TJX) 0.6 $1.6M 11k 151.50
General Dynamics Corporation (GD) 0.6 $1.6M 4.5k 354.24
Walt Disney Company (DIS) 0.6 $1.6M 16k 96.25
Arista Networks Com Shs (ANET) 0.6 $1.6M 9.2k 169.88
Ishares Tr Esg Optimized (SUSA) 0.6 $1.5M 10k 154.30
Applied Materials (AMAT) 0.5 $1.5M 2.0k 723.00
Eaton Corp SHS (ETN) 0.5 $1.4M 3.4k 426.12
Ecolab (ECL) 0.5 $1.4M 5.0k 278.61
Vanguard World Comm Srvc Etf (VOX) 0.5 $1.4M 7.5k 183.95
Texas Instruments Incorporated (TXN) 0.5 $1.3M 4.3k 298.07
Visa Com Cl A (V) 0.5 $1.3M 3.7k 343.09
Bank of America Corporation (BAC) 0.4 $1.2M 22k 56.98
Pepsi (PEP) 0.4 $1.2M 8.9k 135.40
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.4 $1.2M 25k 47.52
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.2M 45k 26.50
Meta Platforms Cl A (META) 0.4 $1.2M 2.1k 563.29
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $1.1M 25k 44.23
Spdr Series Trust St Str Conv Etf (CWB) 0.4 $1.1M 10k 107.82
Rollins (ROL) 0.4 $1.1M 26k 41.74
Home Depot (HD) 0.4 $1.1M 3.0k 352.68
Deere & Company (DE) 0.4 $1.0M 1.7k 634.33
Thermo Fisher Scientific (TMO) 0.4 $1.0M 2.1k 501.36
Oracle Corporation (ORCL) 0.4 $1.0M 7.1k 146.55
Vanguard World Health Car Etf (VHT) 0.4 $1.0M 3.5k 299.01
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.0M 6.3k 163.67
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.0M 8.7k 117.45
Danaher Corporation (DHR) 0.4 $1.0M 5.3k 190.48
Marvell Technology (MRVL) 0.4 $989k 3.3k 297.89
Starbucks Corporation (SBUX) 0.4 $987k 9.7k 102.19
Netflix (NFLX) 0.3 $959k 13k 71.40
Duke Energy Corp Com New (DUK) 0.3 $957k 7.6k 126.58
Micron Technology (MU) 0.3 $915k 793.00 1154.29
Lowe's Companies (LOW) 0.3 $914k 4.1k 220.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $910k 15k 59.69
Colgate-Palmolive Company (CL) 0.3 $886k 9.7k 91.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $847k 23k 36.87
UnitedHealth (UNH) 0.3 $836k 2.0k 415.63
Medtronic SHS (MDT) 0.3 $834k 11k 78.23
Mastercard Incorporated Cl A (MA) 0.3 $830k 1.6k 513.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $830k 1.7k 500.39
Vertiv Holdings Com Cl A (VRT) 0.3 $824k 2.5k 334.82
Costco Wholesale Corporation (COST) 0.3 $802k 857.00 935.47
Vanguard World Consum Stp Etf (VDC) 0.3 $775k 3.4k 225.49
Merck & Co (MRK) 0.3 $772k 6.0k 128.50
Eli Lilly & Co. (LLY) 0.3 $766k 639.00 1199.43
CSX Corporation (CSX) 0.3 $762k 16k 47.53
Wal-Mart Stores (WMT) 0.3 $746k 6.6k 113.26
Verizon Communications (VZ) 0.3 $737k 17k 42.34
Ishares Tr Russell 2000 Etf (IWM) 0.3 $737k 2.5k 300.44
Ishares Tr Tips Bd Etf (TIP) 0.3 $710k 6.5k 109.43
IDEXX Laboratories (IDXX) 0.3 $695k 1.3k 526.44
Ishares Tr U.s. Finls Etf (IYF) 0.2 $686k 5.4k 127.51
FedEx Corporation (FDX) 0.2 $683k 2.2k 313.13
Goldman Sachs (GS) 0.2 $679k 671.00 1011.37
International Business Machines (IBM) 0.2 $676k 2.4k 281.21
Trane Technologies SHS (TT) 0.2 $659k 1.3k 491.16
Ishares Tr Esg Msci Kld Etf (DSI) 0.2 $657k 4.6k 142.40
Palo Alto Networks (PANW) 0.2 $653k 1.9k 341.02
SYSCO Corporation (SYY) 0.2 $640k 7.7k 83.58
Gilead Sciences (GILD) 0.2 $631k 5.0k 126.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $579k 1.2k 477.57
United Parcel Svcs CL B (UPS) 0.2 $570k 5.3k 107.50
Norfolk Southern (NSC) 0.2 $560k 1.8k 314.59
Booking Holdings (BKNG) 0.2 $558k 3.1k 178.24
Cme (CME) 0.2 $556k 2.5k 220.83
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $554k 864.00 640.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $537k 15k 36.13
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $536k 5.2k 102.80
Vanguard World Inf Tech Etf (VGT) 0.2 $495k 4.1k 119.52
Spdr Gold Tr Gold Shs (GLD) 0.2 $490k 1.3k 368.38
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $484k 21k 23.68
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $483k 500.00 965.00
Intel Corporation (INTC) 0.2 $480k 3.4k 139.63
Blackstone Group Inc Com Cl A (BX) 0.2 $448k 3.8k 117.67
Analog Devices (ADI) 0.2 $447k 1.1k 397.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $446k 649.00 686.81
Becton, Dickinson and (BDX) 0.2 $436k 2.9k 151.33
Ishares Tr Ishares Biotech (IBB) 0.2 $436k 2.3k 190.19
Nike CL B (NKE) 0.2 $423k 10k 41.05
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $404k 18k 23.13
Ishares Tr Core Intl Aggr (IAGG) 0.1 $397k 7.8k 50.60
3M Company (MMM) 0.1 $387k 2.4k 161.91
Everpure Cl A (P) 0.1 $380k 4.8k 78.79
Quanta Services (PWR) 0.1 $374k 519.00 720.04
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $374k 2.8k 132.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $353k 13k 27.70
Ishares Tr National Mun Etf (MUB) 0.1 $353k 3.3k 107.62
Ishares Tr Msci Eafe Etf (EFA) 0.1 $350k 3.4k 103.88
Uber Technologies (UBER) 0.1 $345k 4.8k 72.16
Honeywell International (HON) 0.1 $344k 1.5k 223.90
Honeywell Aerospace (HONA) 0.1 $333k 1.5k 221.08
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $332k 6.6k 50.63
Ishares Tr Conv Bd Etf (ICVT) 0.1 $328k 2.7k 121.74
Ishares Esg Awr Msci Em (ESGE) 0.1 $327k 6.0k 54.69
Kirby Corporation (KEX) 0.1 $315k 2.3k 135.97
Union Pacific Corporation (UNP) 0.1 $298k 1.1k 272.00
McDonald's Corporation (MCD) 0.1 $293k 1.1k 270.31
Capital One Financial (COF) 0.1 $281k 1.4k 200.62
Ishares Tr Rus 1000 Etf (IWB) 0.1 $274k 670.00 409.50
salesforce (CRM) 0.1 $267k 1.7k 156.66
First Solar (FSLR) 0.1 $259k 1.1k 235.96
Illinois Tool Works (ITW) 0.1 $256k 946.00 270.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $250k 3.2k 79.03
Electronic Arts (EA) 0.1 $236k 1.2k 205.04
Cummins (CMI) 0.1 $235k 330.00 713.21
Paypal Holdings (PYPL) 0.1 $235k 5.4k 43.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $233k 2.5k 94.57
Waters Corporation (WAT) 0.1 $228k 609.00 375.04
Chubb (CB) 0.1 $222k 650.00 340.74
Ishares Tr Esg Aware Msci (ESML) 0.1 $219k 3.9k 55.93
Pfizer (PFE) 0.1 $216k 9.0k 24.08
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $214k 8.6k 24.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $202k 274.00 736.41