Bigelow Investment Advisors
Latest statistics and disclosures from Bigelow Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, VIG, SCHX, IJH, and represent 22.86% of Bigelow Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, IJR, VIG, HEFA, MDT, EMXC, IAU, IGIB, VFH, RTX.
- Started 8 new stock positions in VOX, VFH, BKNG, FI, ESGV, NVO, GSK, EMXC.
- Reduced shares in these 10 stocks: VWO, IVV, AAPL, , BMY, SPY, , , INTC, VCIT.
- Sold out of its positions in ABBV, BMY, ENPH, INTC, XEL.
- Bigelow Investment Advisors was a net buyer of stock by $9.4M.
- Bigelow Investment Advisors has $203M in assets under management (AUM), dropping by 10.01%.
- Central Index Key (CIK): 0001729516
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Portfolio Holdings for Bigelow Investment Advisors
Bigelow Investment Advisors holds 153 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $13M | -2% | 25k | 523.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $12M | -5% | 23k | 525.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $9.4M | +11% | 52k | 182.61 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.8 | $5.8M | 93k | 62.06 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $5.7M | +439% | 94k | 60.74 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $5.1M | +23% | 46k | 110.52 |
|
| Apple (AAPL) | 2.4 | $4.9M | -10% | 29k | 171.48 |
|
| Microsoft Corporation (MSFT) | 2.4 | $4.9M | +3% | 12k | 420.72 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.9 | $3.9M | +12% | 93k | 42.01 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $3.3M | -3% | 45k | 74.22 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $3.2M | 34k | 92.72 |
|
|
| Ishares Tr Gnma Bond Etf (GNMA) | 1.5 | $3.0M | +7% | 70k | 43.39 |
|
| Johnson & Johnson (JNJ) | 1.4 | $2.9M | 19k | 158.19 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $2.7M | -5% | 3.0k | 903.56 |
|
| UnitedHealth (UNH) | 1.2 | $2.5M | -6% | 5.1k | 494.70 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $2.5M | +14% | 48k | 51.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.4M | 16k | 150.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.3M | +12% | 11k | 200.30 |
|
| American Express Company (AXP) | 1.1 | $2.3M | 10k | 227.69 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $2.3M | +5% | 45k | 51.06 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $2.2M | 36k | 61.05 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.1M | -5% | 14k | 152.26 |
|
| Amazon (AMZN) | 1.0 | $2.1M | +4% | 11k | 180.38 |
|
| Procter & Gamble Company (PG) | 1.0 | $2.0M | 13k | 162.25 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $2.0M | 42k | 48.21 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $2.0M | 40k | 50.17 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $2.0M | -6% | 20k | 97.94 |
|
| Pepsi (PEP) | 0.9 | $1.9M | 11k | 175.01 |
|
|
| Raytheon Technologies Corp (RTX) | 0.9 | $1.9M | +26% | 20k | 97.53 |
|
| Merck & Co (MRK) | 0.9 | $1.9M | -6% | 14k | 131.95 |
|
| Walt Disney Company (DIS) | 0.9 | $1.8M | -5% | 15k | 122.36 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.8 | $1.6M | -2% | 15k | 109.17 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $1.6M | -11% | 20k | 80.51 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $1.6M | +2% | 14k | 116.24 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $1.5M | +2% | 32k | 48.25 |
|
| Medtronic SHS (MDT) | 0.7 | $1.5M | +58% | 17k | 87.15 |
|
| Nextera Energy (NEE) | 0.7 | $1.5M | +3% | 23k | 63.91 |
|
| Danaher Corporation (DHR) | 0.7 | $1.5M | 5.8k | 249.72 |
|
|
| Cisco Systems (CSCO) | 0.7 | $1.4M | -5% | 29k | 49.91 |
|
| Home Depot (HD) | 0.7 | $1.4M | -5% | 3.6k | 383.60 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $1.4M | -3% | 30k | 46.00 |
|
| Vanguard World Health Car Etf (VHT) | 0.7 | $1.4M | +5% | 5.0k | 270.52 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $1.3M | +2% | 2.3k | 581.21 |
|
| General Dynamics Corporation (GD) | 0.6 | $1.3M | 4.7k | 282.49 |
|
|
| TJX Companies (TJX) | 0.6 | $1.3M | 13k | 101.42 |
|
|
| Texas Instruments Incorporated (TXN) | 0.6 | $1.3M | 7.3k | 174.21 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.6 | $1.3M | +78% | 36k | 34.88 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $1.2M | +50% | 24k | 51.60 |
|
| Garmin SHS (GRMN) | 0.6 | $1.2M | 8.1k | 148.87 |
|
|
| Rollins (ROL) | 0.6 | $1.2M | 26k | 46.27 |
|
|
| United Parcel Service CL B (UPS) | 0.6 | $1.2M | 8.0k | 148.63 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $1.2M | -4% | 22k | 52.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $1.2M | -41% | 28k | 41.77 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | -3% | 4.0k | 279.08 |
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| Ecolab (ECL) | 0.5 | $1.1M | 4.8k | 230.90 |
|
|
| Lowe's Companies (LOW) | 0.5 | $1.1M | 4.3k | 254.73 |
|
|
| Nike CL B (NKE) | 0.5 | $1.1M | -2% | 12k | 93.98 |
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| Oracle Corporation (ORCL) | 0.5 | $1.1M | 8.6k | 125.61 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.5 | $1.0M | -4% | 22k | 47.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.0M | 2.1k | 480.70 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.0M | 13k | 81.43 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $1.0M | -10% | 8.8k | 114.96 |
|
| Eaton Corp SHS (ETN) | 0.5 | $997k | -5% | 3.2k | 312.68 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $990k | -12% | 13k | 75.98 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $958k | 8.9k | 107.41 |
|
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| Starbucks Corporation (SBUX) | 0.5 | $954k | 10k | 91.39 |
|
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| Mastercard Incorporated Cl A (MA) | 0.5 | $948k | 2.0k | 481.57 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $925k | 18k | 51.60 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $902k | +46% | 7.5k | 120.99 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $890k | +58% | 5.3k | 169.37 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $881k | 8.7k | 100.81 |
|
|
| Pfizer (PFE) | 0.4 | $871k | +28% | 31k | 27.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $860k | -2% | 2.0k | 420.52 |
|
| IDEXX Laboratories (IDXX) | 0.4 | $851k | 1.6k | 539.93 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $833k | 7.7k | 107.60 |
|
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| Becton, Dickinson and (BDX) | 0.4 | $802k | +3% | 3.2k | 247.45 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $799k | +43% | 5.8k | 137.22 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $798k | 8.9k | 90.05 |
|
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| Bank of America Corporation (BAC) | 0.4 | $796k | 21k | 37.92 |
|
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| Meta Platforms Cl A (META) | 0.4 | $767k | -6% | 1.6k | 485.58 |
|
| FedEx Corporation (FDX) | 0.4 | $736k | -4% | 2.5k | 289.74 |
|
| Applied Materials (AMAT) | 0.4 | $731k | +85% | 3.5k | 206.23 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $702k | -2% | 14k | 49.95 |
|
| Paypal Holdings (PYPL) | 0.3 | $699k | +75% | 10k | 66.99 |
|
| CSX Corporation (CSX) | 0.3 | $698k | +47% | 19k | 37.07 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $663k | 7.2k | 92.42 |
|
|
| Southern Copper Corporation (SCCO) | 0.3 | $656k | 6.2k | 106.52 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $653k | -2% | 3.1k | 210.32 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $650k | -7% | 6.8k | 95.65 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $647k | 6.7k | 96.71 |
|
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| Cme (CME) | 0.3 | $622k | -7% | 2.9k | 215.29 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $610k | 12k | 50.69 |
|
|
| Arista Networks (ANET) | 0.3 | $603k | +5% | 2.1k | 289.98 |
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| Deere & Company (DE) | 0.3 | $584k | +8% | 1.4k | 410.74 |
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| Netflix (NFLX) | 0.3 | $581k | +10% | 957.00 | 607.33 |
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| Costco Wholesale Corporation (COST) | 0.3 | $575k | 785.00 | 732.63 |
|
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| Vanguard World Utilities Etf (VPU) | 0.3 | $572k | +129% | 4.0k | 142.58 |
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| Caterpillar (CAT) | 0.3 | $568k | 1.6k | 366.43 |
|
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| salesforce (CRM) | 0.3 | $567k | 1.9k | 301.18 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $565k | 12k | 49.24 |
|
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| Norfolk Southern (NSC) | 0.3 | $560k | -10% | 2.2k | 254.87 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $553k | +58% | 5.3k | 103.98 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $546k | NEW | 9.5k | 57.57 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $542k | 7.1k | 76.81 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $538k | 1.1k | 504.60 |
|
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $513k | -2% | 6.4k | 79.91 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $490k | +53% | 24k | 20.30 |
|
| International Business Machines (IBM) | 0.2 | $478k | 2.5k | 190.96 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $477k | +17% | 3.6k | 131.37 |
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| Intuit (INTU) | 0.2 | $473k | +10% | 728.00 | 650.00 |
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| Honeywell International (HON) | 0.2 | $467k | +30% | 2.3k | 205.25 |
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| Verizon Communications (VZ) | 0.2 | $461k | -26% | 11k | 41.96 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $451k | 860.00 | 524.34 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $432k | -6% | 11k | 39.02 |
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| SYSCO Corporation (SYY) | 0.2 | $416k | +10% | 5.1k | 81.18 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $407k | NEW | 4.0k | 102.39 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $405k | 5.6k | 73.04 |
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| McDonald's Corporation (MCD) | 0.2 | $403k | +2% | 1.4k | 281.95 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $396k | -5% | 5.0k | 79.83 |
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| Electronic Arts (EA) | 0.2 | $396k | 3.0k | 132.67 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $391k | -7% | 5.1k | 77.31 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $385k | NEW | 2.9k | 131.22 |
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| Gilead Sciences (GILD) | 0.2 | $379k | 5.2k | 73.25 |
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| Anthem (ELV) | 0.2 | $367k | +64% | 707.00 | 518.54 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $366k | -9% | 3.2k | 115.81 |
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| Autodesk (ADSK) | 0.2 | $349k | +37% | 1.3k | 260.42 |
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| Booking Holdings (BKNG) | 0.2 | $345k | NEW | 95.00 | 3627.88 |
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| Trane Technologies SHS (TT) | 0.2 | $337k | -9% | 1.1k | 300.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $330k | +4% | 980.00 | 337.05 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $325k | 1.6k | 201.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $322k | -11% | 1.6k | 205.72 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $318k | -36% | 7.3k | 43.35 |
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| Ford Motor Company (F) | 0.1 | $302k | +17% | 23k | 13.28 |
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| Illinois Tool Works (ITW) | 0.1 | $294k | 1.1k | 268.33 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $285k | 3.7k | 76.19 |
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| Chevron Corporation (CVX) | 0.1 | $283k | 1.8k | 157.74 |
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| Clorox Company (CLX) | 0.1 | $281k | -4% | 1.8k | 153.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $272k | -2% | 945.00 | 288.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $272k | +20% | 1.0k | 259.90 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $271k | 3.4k | 79.86 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $269k | 11k | 24.48 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $257k | NEW | 2.0k | 128.40 |
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| 3M Company (MMM) | 0.1 | $255k | 2.4k | 106.07 |
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| Analog Devices (ADI) | 0.1 | $244k | 1.2k | 197.79 |
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| Fiserv (FI) | 0.1 | $231k | NEW | 1.4k | 159.82 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $227k | 7.0k | 32.23 |
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| Abbott Laboratories (ABT) | 0.1 | $224k | 2.0k | 113.66 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $214k | 5.9k | 36.59 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $214k | NEW | 2.3k | 93.19 |
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| GSK Sponsored Adr (GSK) | 0.1 | $212k | NEW | 5.0k | 42.87 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $210k | -4% | 2.3k | 89.67 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $209k | +3% | 9.1k | 22.99 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $205k | -10% | 2.5k | 81.78 |
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Past Filings by Bigelow Investment Advisors
SEC 13F filings are viewable for Bigelow Investment Advisors going back to 2017
- Bigelow Investment Advisors 2024 Q1 filed May 8, 2024
- Bigelow Investment Advisors 2023 Q4 filed Jan. 31, 2024
- Bigelow Investment Advisors 2023 Q3 filed Oct. 31, 2023
- Bigelow Investment Advisors 2023 Q2 filed July 25, 2023
- Bigelow Investment Advisors 2023 Q1 filed May 9, 2023
- Bigelow Investment Advisors 2022 Q4 filed Jan. 26, 2023
- Bigelow Investment Advisors 2022 Q3 filed Nov. 10, 2022
- Bigelow Investment Advisors 2022 Q2 filed July 18, 2022
- Bigelow Investment Advisors 2022 Q1 filed April 29, 2022
- Bigelow Investment Advisors 2021 Q4 filed Feb. 11, 2022
- Bigelow Investment Advisors 2021 Q3 filed Nov. 4, 2021
- Bigelow Investment Advisors 2021 Q2 filed Aug. 9, 2021
- Bigelow Investment Advisors 2021 Q1 filed May 6, 2021
- Bigelow Investment Advisors 2020 Q4 filed Feb. 12, 2021
- Bigelow Investment Advisors 2020 Q3 filed Nov. 10, 2020
- Bigelow Investment Advisors 2020 Q2 filed Aug. 11, 2020