Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Bigelow Investment Advisors, LLC

Investment Activity

Bigelow Investment Advisors, LLC has $210.49 million in total holdings as of June 30, 2024.
Bigelow Investment Advisors, LLC owns shares of 146 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 4.30% of the portfolio was purchased this quarter.
About 3.39% of the portfolio was sold this quarter.
This quarter, Bigelow Investment Advisors, LLC has purchased 146 new stocks and bought additional shares in 59 stocks.
Bigelow Investment Advisors, LLC sold shares of 72 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $13,337,953
SPDR S&P 500 ETF Trust: $11,917,945
Vanguard Dividend Appreciation ETF: $9,927,826
iShares Gold Trust: $7,855,123
Apple: $6,353,362

Largest New Holdings this Quarter

532457108 - Eli Lilly and Company: $424,518 Holding
931142103 - Walmart: $380,131 Holding
031162100 - Amgen: $276,656 Holding
464287457 - iShares 1-3 Year Treasury Bond ETF: $207,239 Holding
H1467J104 - Chubb: $203,239 Holding

Largest Purchases this Quarter

iShares MBS ETF: 14,292 shares (about $1.34M)
Schwab Short-Term U.S. Treasury ETF: 39,257 shares (about $955.51K)
iShares Gold Trust: 11,583 shares (about $682.93K)
Vanguard Utilities ETF: 3,663 shares (about $625.68K)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 8,146 shares (about $426.61K)

Largest Sales this Quarter

iShares GNMA Bond ETF: 14,179 shares (about $622.46K)
SPDR S&P 500 ETF Trust: 814 shares (about $455.35K)
Merck & Co., Inc.: 3,670 shares (about $329.42K)
Cisco Systems: 4,362 shares (about $269.18K)
First Trust NASDAQ Clean Edge Green Energy Index Fund: 8,608 shares (about $246.36K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$13,337,953	$116,314 ▼	-0.9%	23,737	6.3%	ETF
SPY SPDR S&P 500 ETF Trust	$11,917,945	$455,349 ▼	-3.7%	21,305	5.7%	Finance
VIG Vanguard Dividend Appreciation ETF	$9,927,826	$208,927 ▼	-2.1%	51,177	4.7%	ETF
IAU iShares Gold Trust	$7,855,123	$682,934 ▲	9.5%	133,228	3.7%	Finance
AAPL Apple	$6,353,362	$60,641 ▲	1.0%	28,602	3.0%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$5,950,735	$112,558 ▲	1.9%	101,983	2.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,659,119	$245,739 ▲	4.5%	54,118	2.7%	ETF
SCHX Schwab US Large-Cap ETF	$4,777,715	$210,135 ▼	-4.2%	216,382	2.3%	ETF
MSFT Microsoft	$4,270,437	$6,382 ▲	0.1%	11,376	2.0%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$3,882,878	$103,165 ▼	-2.6%	155,067	1.8%	ETF
GNMA iShares GNMA Bond ETF	$3,138,134	$622,455 ▼	-16.6%	71,484	1.5%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$3,041,978	$955,512 ▲	45.8%	124,979	1.4%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,917,920	$426,609 ▲	17.1%	55,717	1.4%	Manufacturing
JNJ Johnson & Johnson	$2,873,676	$143,783 ▼	-4.8%	17,328	1.4%	Medical
IEFA iShares Core MSCI EAFE ETF	$2,775,750	$38,884 ▼	-1.4%	36,692	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,685,777	$320,600 ▲	13.6%	27,151	1.3%	Finance
JPM JPMorgan Chase & Co.	$2,615,634	$42,928 ▼	-1.6%	10,663	1.2%	Finance
NVDA NVIDIA	$2,558,418	$13,981 ▲	0.5%	23,606	1.2%	Computer and Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$2,468,584	$3,665 ▲	0.1%	68,024	1.2%	ETF
AXP American Express	$2,424,141	$59,191 ▼	-2.4%	9,010	1.2%	Finance
GOOGL Alphabet	$2,314,893	$63,864 ▲	2.8%	14,970	1.1%	Computer and Technology
LMBS First Trust Low Duration Opportunities ETF	$2,230,094	$213,895 ▲	10.6%	45,364	1.1%	Manufacturing
UNH UnitedHealth Group	$2,228,556	$7,332 ▼	-0.3%	4,255	1.1%	Medical
RTX RTX	$2,215,129	$35,632 ▼	-1.6%	16,723	1.1%	Aerospace
AMZN Amazon.com	$2,119,496	$45,282 ▲	2.2%	11,140	1.0%	Retail/Wholesale
FLOT iShares Floating Rate Bond ETF	$2,098,206	$66,110 ▼	-3.1%	41,101	1.0%	ETF
PG Procter & Gamble	$2,004,821	$53,853 ▲	2.8%	11,764	1.0%	Consumer Staples
MBB iShares MBS ETF	$1,938,526	$1,340,303 ▲	224.0%	20,671	0.9%	ETF
SCHB Schwab US Broad Market ETF	$1,908,979	$74,171 ▼	-3.7%	88,666	0.9%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,896,970	$119,693 ▲	6.7%	36,119	0.9%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$1,870,087	$14,487 ▼	-0.8%	36,791	0.9%	ETF
GOOG Alphabet	$1,841,483	$17,342 ▼	-0.9%	11,787	0.9%	Computer and Technology
VPU Vanguard Utilities ETF	$1,808,878	$625,677 ▲	52.9%	10,590	0.9%	ETF
VYM Vanguard High Dividend Yield ETF	$1,705,754	$93,496 ▲	5.8%	13,227	0.8%	ETF
XOM Exxon Mobil	$1,683,811	$51,259 ▲	3.1%	14,158	0.8%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$1,624,551	$102,032 ▲	6.7%	9,378	0.8%	ETF
NEE NextEra Energy	$1,542,496	$52,813 ▲	3.5%	21,759	0.7%	Utilities
EMXC iShares MSCI Emerging Markets ex China ETF	$1,512,276	$167,253 ▼	-10.0%	27,451	0.7%	Manufacturing
PEP PepsiCo	$1,502,849	$25,340 ▼	-1.7%	10,023	0.7%	Consumer Staples
SCHV Schwab U.S. Large-Cap Value ETF	$1,500,202	$2,685 ▲	0.2%	56,441	0.7%	ETF
DIS Walt Disney	$1,495,018	$48,462 ▲	3.4%	15,147	0.7%	Consumer Discretionary
CSCO Cisco Systems	$1,446,837	$269,176 ▼	-15.7%	23,446	0.7%	Computer and Technology
SUSA iShares MSCI USA ESG Select ETF	$1,439,529	$72,826 ▼	-4.8%	12,532	0.7%	ETF
VHT Vanguard Health Care ETF	$1,430,336	$101,127 ▼	-6.6%	5,403	0.7%	ETF
VFH Vanguard Financials ETF	$1,412,733	$311,100 ▲	28.2%	11,825	0.7%	ETF
TJX TJX Companies	$1,407,399	$57,490 ▼	-3.9%	11,555	0.7%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,402,184	$139,401 ▼	-9.0%	17,150	0.7%	ETF
ROL Rollins	$1,393,974		0.0%	25,800	0.7%	Construction
V Visa	$1,335,954	$34,345 ▼	-2.5%	3,812	0.6%	Business Services
GD General Dynamics	$1,221,976		0.0%	4,483	0.6%	Aerospace
ECL Ecolab	$1,156,812	$9,127 ▼	-0.8%	4,563	0.5%	Basic Materials
DHR Danaher	$1,145,540	$32,185 ▼	-2.7%	5,588	0.5%	Medical
VOX Vanguard Communication Services ETF	$1,126,577	$129,099 ▲	12.9%	7,592	0.5%	ETF
HD Home Depot	$1,113,763	$67,434 ▼	-5.7%	3,039	0.5%	Retail/Wholesale
MDT Medtronic	$1,113,186	$142,069 ▼	-11.3%	12,388	0.5%	Medical
BRK.B Berkshire Hathaway	$1,100,843	$68,170 ▲	6.6%	2,067	0.5%	Finance
ORCL Oracle	$1,091,497	$30,479 ▼	-2.7%	7,807	0.5%	Computer and Technology
IBB iShares Biotechnology ETF	$1,065,023	$2,558 ▼	-0.2%	8,327	0.5%	Finance
TXN Texas Instruments	$1,055,019	$111,953 ▼	-9.6%	5,871	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$1,026,549	$10,450 ▲	1.0%	2,063	0.5%	Medical
MA Mastercard	$1,018,407	$50,427 ▼	-4.7%	1,858	0.5%	Business Services
SCHP Schwab U.S. TIPS ETF	$1,000,685	$14,386 ▲	1.5%	37,214	0.5%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$996,376	$127,436 ▲	14.7%	9,398	0.5%	ETF
QLTA iShares Aaa - A Rated Corporate Bond ETF	$967,045	$58,509 ▼	-5.7%	20,346	0.5%	ETF
NFLX Netflix	$965,169	$66,210 ▲	7.4%	1,035	0.5%	Consumer Discretionary
META Meta Platforms	$960,216	$83,572 ▲	9.5%	1,666	0.5%	Computer and Technology
LOW Lowe's Companies	$954,234	$9,097 ▲	1.0%	4,091	0.5%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$947,156	$49,922 ▼	-5.0%	20,927	0.4%	ETF
SBUX Starbucks	$939,114	$4,218 ▼	-0.4%	9,574	0.4%	Retail/Wholesale
SCHM Schwab U.S. Mid-Cap ETF	$901,254	$34,165 ▼	-3.7%	34,399	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$877,444	$48,951 ▼	-5.3%	16,258	0.4%	ETF
DUK Duke Energy	$868,792	$69,889 ▲	8.7%	7,123	0.4%	Utilities
TIP iShares TIPS Bond ETF	$858,837	$23,440 ▼	-2.7%	7,731	0.4%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$857,027	$22,188 ▼	-2.5%	7,030	0.4%	Manufacturing
ETN Eaton	$825,548	$82,093 ▲	11.0%	3,037	0.4%	Industrials
BAC Bank of America	$814,820	$65,266 ▼	-7.4%	19,526	0.4%	Finance
UPS United Parcel Service	$811,066	$1,430 ▼	-0.2%	7,374	0.4%	Transportation
CL Colgate-Palmolive	$799,448	$74,304 ▲	10.2%	8,532	0.4%	Consumer Staples
MRK Merck & Co., Inc.	$790,786	$329,419 ▼	-29.4%	8,810	0.4%	Medical
NKE NIKE	$752,682	$27,169 ▲	3.7%	11,857	0.4%	Consumer Discretionary
DE Deere & Company	$735,002	$15,489 ▲	2.2%	1,566	0.3%	Industrials
CME CME Group	$715,752	$4,510 ▼	-0.6%	2,698	0.3%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$710,549	$63,180 ▼	-8.2%	30,680	0.3%	ETF
IYF iShares U.S. Financials ETF	$680,486	$11,285 ▼	-1.6%	6,030	0.3%	ETF
SCHH Schwab U.S. REIT ETF	$673,629	$135,578 ▼	-16.8%	31,317	0.3%	ETF
BDX Becton, Dickinson and Company	$663,587	$23,593 ▼	-3.4%	2,897	0.3%	Medical
DSI iShares ESG MSCI KLD 400 ETF	$652,185	$64,522 ▼	-9.0%	6,368	0.3%	ETF
COST Costco Wholesale	$638,402	$2,837 ▲	0.4%	675	0.3%	Retail/Wholesale
GILD Gilead Sciences	$618,292	$47,621 ▲	8.3%	5,518	0.3%	Medical
VZ Verizon Communications	$610,682	$166,471 ▲	37.5%	13,463	0.3%	Computer and Technology
IBM International Business Machines	$609,466		0.0%	2,451	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$605,875	$36,907 ▼	-5.7%	3,037	0.3%	Finance
IDXX IDEXX Laboratories	$596,329	$11,339 ▲	1.9%	1,420	0.3%	Medical
PYPL PayPal	$565,587	$66,686 ▼	-10.5%	8,668	0.3%	Business Services
MUB iShares National Muni Bond ETF	$565,580	$52,193 ▼	-8.4%	5,364	0.3%	ETF
FDX FedEx	$544,361	$9,264 ▲	1.7%	2,233	0.3%	Transportation
IAGG iShares Core International Aggregate Bond ETF	$543,291	$99,630 ▼	-15.5%	10,868	0.3%	ETF
CAT Caterpillar	$534,936	$40,895 ▲	8.3%	1,622	0.3%	Industrials
TFLO iShares Treasury Floating Rate Bond ETF	$520,532	$10,132 ▼	-1.9%	10,275	0.2%	ETF
CSX CSX	$512,023	$2,560 ▼	-0.5%	17,398	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

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Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Bigelow Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024)

About Bigelow Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBigelow Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools