S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Is Gold Really Boring? (Ad)
Palo Alto Networks aims at cyber security leadership
3 Reasons the Capital One-Discover merger is a big deal
Is Gold Really Boring? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Housing data weakens, but Toll Brothers stock is still a buy
Teladoc Health gaps down to support level after weak guidance

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

About Bigelow Investment Advisors, LLC

Investment Activity

  • Bigelow Investment Advisors, LLC has $184.93 million in total holdings as of December 31, 2023.
  • Bigelow Investment Advisors, LLC owns shares of 150 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 2.78% of the portfolio was purchased this quarter.
  • About 5.18% of the portfolio was sold this quarter.
  • This quarter, Bigelow Investment Advisors, LLC has purchased 146 new stocks and bought additional shares in 37 stocks.
  • Bigelow Investment Advisors, LLC sold shares of 92 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$6,149,408

Largest New Holdings this Quarter

AbbVie
$255,391 Holding
Autodesk
$237,393 Holding
Intel
$225,773 Holding
Abbott Laboratories
$219,480 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF
7,818 shares (about $847.55K)
iShares Core S&P 500 ETF
1,280 shares (about $611.37K)
Schwab U.S. Large-Cap Value ETF
6,628 shares (about $464.62K)
iShares Currency Hedged MSCI EAFE ETF
10,274 shares (about $323.73K)
AbbVie
1,648 shares (about $255.39K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
1,658 shares (about $788.07K)
Schwab Short-Term U.S. Treasury ETF
9,081 shares (about $439.97K)
iShares Core U.S. Aggregate Bond ETF
3,595 shares (about $356.80K)
Vanguard Dividend Appreciation ETF
1,560 shares (about $265.82K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBigelow Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,355,379$788,075 -6.0%25,9946.7%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,762,116$611,366 5.5%24,6266.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,923,941$265,824 -3.2%46,5024.3%ETF
Apple Inc. stock logo
AAPL
Apple
$6,149,408$74,894 -1.2%31,9403.3%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$5,242,493$174,276 -3.2%92,9522.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,848,914$18,292 -0.4%17,4962.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,236,843$204,190 -4.6%11,2672.3%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,015,209$224,619 5.9%37,0922.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,255,868$99,827 -3.0%46,2811.8%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,229,772$138,752 4.5%82,7511.7%Finance
iShares GNMA Bond ETF stock logo
GNMA
iShares GNMA Bond ETF
$2,897,919$251,693 -8.0%65,4901.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,880,568$52,351 -1.8%18,3781.6%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,845,044$51,594 -1.8%5,4041.5%Medical
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,843,288$160,528 6.0%34,2731.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,225,262$20,814 0.9%15,9301.2%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,178,041$356,804 -14.1%21,9451.2%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,163,851$568,331 -20.8%42,2011.2%Manufacturing
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$2,128,014$861 0.0%42,0391.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,047,572$9,160 -0.4%14,5291.1%Computer and Technology
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,026,593$439,970 -17.8%41,8291.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$2,006,235$59,567 3.1%36,0381.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,960,799$65,719 3.5%47,7081.1%ETF
American Express stock logo
AXP
American Express
$1,908,807$29,974 1.6%10,1891.0%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,897,127$52,834 -2.7%39,6061.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,876,222$50,782 -2.6%11,0471.0%Consumer Staples
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,865,114$128,665 7.4%22,9471.0%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,802,882$7,180 -0.4%12,3031.0%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,722,092$7,314 0.4%10,1240.9%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,679,017$32,706 -1.9%15,4010.9%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,650,524$44,366 -2.6%10,8630.9%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,558,457$161,442 -9.4%3,1470.8%Computer and Technology
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,544,820$60,004 -3.7%15,3700.8%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,540,809$41,073 -2.6%30,4990.8%Computer and Technology
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,494,441$98,428 7.1%30,9280.8%Manufacturing
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,459,812$131,329 -8.3%31,3130.8%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$1,420,984$3,521 -0.2%15,7380.8%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,353,348$133,203 -9.0%22,2810.7%Utilities
Danaher Co. stock logo
DHR
Danaher
$1,333,444$22,440 1.7%5,7640.7%Multi-Sector Conglomerates
The Home Depot, Inc. stock logo
HD
Home Depot
$1,331,445$4,159 -0.3%3,8420.7%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,310,838$22,995 -1.7%13,1110.7%Oils/Energy
RTX Co. stock logo
RTX
RTX
$1,306,105$20,025 1.6%15,5230.7%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$1,288,292$11,943 0.9%11,8660.7%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,265,325$6,477 -0.5%7,4230.7%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,249,979$16,981 -1.3%7,9500.7%Transportation
General Dynamics Co. stock logo
GD
General Dynamics
$1,217,3330.0%4,6880.7%Aerospace
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,213,337$232,342 -16.1%23,2440.7%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,212,682$13,415 1.1%12,9270.7%Retail/Wholesale
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,191,326$159,947 -11.8%4,7520.6%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,174,638$15,924 -1.3%2,2130.6%Medical
Rollins, Inc. stock logo
ROL
Rollins
$1,126,6860.0%25,8000.6%Construction
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$1,106,509$174,183 -13.6%22,9900.6%ETF
Visa Inc. stock logo
V
Visa
$1,084,618$14,059 1.3%4,1660.6%Business Services
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,041,826$464,623 80.5%14,8620.6%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$1,034,747$15,553 -1.5%8,0500.6%Computer and Technology
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,029,790$82,992 -7.5%9,8150.6%Manufacturing
Starbucks Co. stock logo
SBUX
Starbucks
$1,013,290$9,505 0.9%10,5540.5%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$959,348$2,150 -0.2%8,9250.5%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$956,012$36,273 3.9%4,2960.5%Retail/Wholesale
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$955,284$39,016 -3.9%12,6830.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$951,7870.0%2,1790.5%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$932,047$46,612 -4.8%4,6990.5%Basic Materials
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$924,046$84,823 -8.4%18,2690.5%ETF
Oracle Co. stock logo
ORCL
Oracle
$910,493$4,217 -0.5%8,6360.5%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$887,068$19,195 -2.1%10,7680.5%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$884,750$555 -0.1%1,5940.5%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$847,549$847,549 New Holding7,8180.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$834,254$427 0.1%1,9560.5%Business Services
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$819,996$143,521 -14.9%15,7690.4%Manufacturing
Eaton Co. plc stock logo
ETN
Eaton
$809,637$191,452 -19.1%3,3620.4%Industrial Products
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$799,999$40,428 -4.8%8,7860.4%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$762,944$37,794 -4.7%3,1290.4%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$746,489$28,889 -3.7%2,0930.4%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$717,867$88,644 -11.0%14,4150.4%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$705,991$4,225 -0.6%8,8570.4%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$702,821$72,436 -9.3%24,4120.4%Medical
Bank of America Co. stock logo
BAC
Bank of America
$701,683$27,374 4.1%20,8400.4%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$674,460$253,546 -27.3%7,1690.4%ETF
FedEx Co. stock logo
FDX
FedEx
$673,406$20,997 -3.0%2,6620.4%Transportation
CME Group Inc. stock logo
CME
CME Group
$658,546$7,792 -1.2%3,1270.4%Finance
Adobe Inc. stock logo
ADBE
Adobe
$644,328$2,983 -0.5%1,0800.3%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$639,231$46,964 -6.8%3,1850.3%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$637,165$12,615 2.0%6,5660.3%Utilities
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$636,184$323,732 103.6%20,1900.3%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$628,618$8,541 -1.3%7,3600.3%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$607,154$11,053 -1.8%12,0300.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$594,653$10,973 -1.8%1,6800.3%Computer and Technology
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$578,185$73,514 -11.3%2,4460.3%Transportation
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$569,090$198,367 -25.8%5,0980.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$564,708$190,046 -25.2%14,9790.3%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$550,600$233,934 73.9%4,0530.3%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$540,615$1,417 0.3%11,4440.3%ETF
Southern Copper Co. stock logo
SCCO
Southern Copper
$530,3630.0%6,1620.3%Basic Materials
Deere & Company stock logo
DE
Deere & Company
$525,029$61,580 -10.5%1,3130.3%Industrial Products
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$524,5270.0%3,3240.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$516,183$42,905 -7.7%7820.3%Retail/Wholesale
Comcast Co. stock logo
CMCSA
Comcast
$505,897$17,978 -3.4%11,5370.3%Consumer Discretionary
Salesforce, Inc. stock logo
CRM
Salesforce
$502,334$7,894 1.6%1,9090.3%Computer and Technology
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$496,504$15,183 -3.0%6,5730.3%Manufacturing
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$482,960$45,442 -8.6%7,8010.3%Utilities
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$473,603$14,163 -2.9%6,9220.3%Consumer Staples

Showing largest 100 holdings. View all holdings.