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

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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

SPDR S&P 500 ETF Trust: $12,355,379
iShares Core S&P 500 ETF: $11,762,116
Vanguard Dividend Appreciation ETF: $7,923,941
Apple: $6,149,408
Schwab US Large-Cap ETF: $5,242,493

Largest New Holdings this Quarter

iShares National Muni Bond ETF: $847,549 Holding
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)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 11,084 shares (about $568.33K)
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

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
SPY SPDR S&P 500 ETF Trust	$12,355,379	$788,075 ▼	-6.0%	25,994	6.7%	Finance
IVV iShares Core S&P 500 ETF	$11,762,116	$611,366 ▲	5.5%	24,626	6.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,923,941	$265,824 ▼	-3.2%	46,502	4.3%	ETF
AAPL Apple	$6,149,408	$74,894 ▼	-1.2%	31,940	3.3%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$5,242,493	$174,276 ▼	-3.2%	92,952	2.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,848,914	$18,292 ▼	-0.4%	17,496	2.6%	ETF
MSFT Microsoft	$4,236,843	$204,190 ▼	-4.6%	11,267	2.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$4,015,209	$224,619 ▲	5.9%	37,092	2.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,255,868	$99,827 ▼	-3.0%	46,281	1.8%	ETF
IAU iShares Gold Trust	$3,229,772	$138,752 ▲	4.5%	82,751	1.7%	Finance
GNMA iShares GNMA Bond ETF	$2,897,919	$251,693 ▼	-8.0%	65,490	1.6%	ETF
JNJ Johnson & Johnson	$2,880,568	$52,351 ▼	-1.8%	18,378	1.6%	Medical
UNH UnitedHealth Group	$2,845,044	$51,594 ▼	-1.8%	5,404	1.5%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$2,843,288	$160,528 ▲	6.0%	34,273	1.5%	ETF
GOOGL Alphabet	$2,225,262	$20,814 ▲	0.9%	15,930	1.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,178,041	$356,804 ▼	-14.1%	21,945	1.2%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,163,851	$568,331 ▼	-20.8%	42,201	1.2%	Manufacturing
FLOT iShares Floating Rate Bond ETF	$2,128,014	$861 ▼	0.0%	42,039	1.2%	ETF
GOOG Alphabet	$2,047,572	$9,160 ▼	-0.4%	14,529	1.1%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$2,026,593	$439,970 ▼	-17.8%	41,829	1.1%	ETF
SCHB Schwab US Broad Market ETF	$2,006,235	$59,567 ▲	3.1%	36,038	1.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,960,799	$65,719 ▲	3.5%	47,708	1.1%	ETF
AXP American Express	$1,908,807	$29,974 ▲	1.6%	10,189	1.0%	Finance
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$1,897,127	$52,834 ▼	-2.7%	39,606	1.0%	ETF
PEP PepsiCo	$1,876,222	$50,782 ▼	-2.6%	11,047	1.0%	Consumer Staples
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,865,114	$128,665 ▲	7.4%	22,947	1.0%	ETF
PG Procter & Gamble	$1,802,882	$7,180 ▼	-0.4%	12,303	1.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$1,722,092	$7,314 ▲	0.4%	10,124	0.9%	Finance
MRK Merck & Co., Inc.	$1,679,017	$32,706 ▼	-1.9%	15,401	0.9%	Medical
AMZN Amazon.com	$1,650,524	$44,366 ▼	-2.6%	10,863	0.9%	Retail/Wholesale
NVDA NVIDIA	$1,558,457	$161,442 ▼	-9.4%	3,147	0.8%	Computer and Technology
SUSA iShares MSCI USA ESG Select ETF	$1,544,820	$60,004 ▼	-3.7%	15,370	0.8%	ETF
CSCO Cisco Systems	$1,540,809	$41,073 ▼	-2.6%	30,499	0.8%	Computer and Technology
LMBS First Trust Low Duration Opportunities ETF	$1,494,441	$98,428 ▲	7.1%	30,928	0.8%	Manufacturing
SCHZ Schwab U.S. Aggregate Bond ETF	$1,459,812	$131,329 ▼	-8.3%	31,313	0.8%	ETF
DIS Walt Disney	$1,420,984	$3,521 ▼	-0.2%	15,738	0.8%	Consumer Discretionary
NEE NextEra Energy	$1,353,348	$133,203 ▼	-9.0%	22,281	0.7%	Utilities
DHR Danaher	$1,333,444	$22,440 ▲	1.7%	5,764	0.7%	Multi-Sector Conglomerates
HD Home Depot	$1,331,445	$4,159 ▼	-0.3%	3,842	0.7%	Retail/Wholesale
XOM Exxon Mobil	$1,310,838	$22,995 ▼	-1.7%	13,111	0.7%	Oils/Energy
RTX RTX	$1,306,105	$20,025 ▲	1.6%	15,523	0.7%	Aerospace
NKE NIKE	$1,288,292	$11,943 ▲	0.9%	11,866	0.7%	Consumer Discretionary
TXN Texas Instruments	$1,265,325	$6,477 ▼	-0.5%	7,423	0.7%	Computer and Technology
UPS United Parcel Service	$1,249,979	$16,981 ▼	-1.3%	7,950	0.7%	Transportation
GD General Dynamics	$1,217,333		0.0%	4,688	0.7%	Industrials
SCHP Schwab U.S. TIPS ETF	$1,213,337	$232,342 ▼	-16.1%	23,244	0.7%	ETF
TJX TJX Companies	$1,212,682	$13,415 ▲	1.1%	12,927	0.7%	Retail/Wholesale
VHT Vanguard Health Care ETF	$1,191,326	$159,947 ▼	-11.8%	4,752	0.6%	ETF
TMO Thermo Fisher Scientific	$1,174,638	$15,924 ▼	-1.3%	2,213	0.6%	Medical
ROL Rollins	$1,126,686		0.0%	25,800	0.6%	Construction
QLTA iShares Aaa - A Rated Corporate Bond ETF	$1,106,509	$174,183 ▼	-13.6%	22,990	0.6%	ETF
V Visa	$1,084,618	$14,059 ▲	1.3%	4,166	0.6%	Business Services
SCHV Schwab U.S. Large-Cap Value ETF	$1,041,826	$464,623 ▲	80.5%	14,862	0.6%	ETF
GRMN Garmin	$1,034,747	$15,553 ▼	-1.5%	8,050	0.6%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$1,029,790	$82,992 ▼	-7.5%	9,815	0.6%	Manufacturing
SBUX Starbucks	$1,013,290	$9,505 ▲	0.9%	10,554	0.5%	Retail/Wholesale
TIP iShares TIPS Bond ETF	$959,348	$2,150 ▼	-0.2%	8,925	0.5%	ETF
LOW Lowe's Companies	$956,012	$36,273 ▲	3.9%	4,296	0.5%	Retail/Wholesale
SCHM Schwab U.S. Mid-Cap ETF	$955,284	$39,016 ▼	-3.9%	12,683	0.5%	ETF
VOO Vanguard S&P 500 ETF	$951,787		0.0%	2,179	0.5%	ETF
ECL Ecolab	$932,047	$46,612 ▼	-4.8%	4,699	0.5%	Basic Materials
IEMG iShares Core MSCI Emerging Markets ETF	$924,046	$84,823 ▼	-8.4%	18,269	0.5%	ETF
ORCL Oracle	$910,493	$4,217 ▼	-0.5%	8,636	0.5%	Computer and Technology
MDT Medtronic	$887,068	$19,195 ▼	-2.1%	10,768	0.5%	Medical
IDXX IDEXX Laboratories	$884,750	$555 ▼	-0.1%	1,594	0.5%	Medical
MUB iShares National Muni Bond ETF	$847,549	$847,549 ▲	New Holding	7,818	0.5%	ETF
MA Mastercard	$834,254	$427 ▲	0.1%	1,956	0.5%	Business Services
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$819,996	$143,521 ▼	-14.9%	15,769	0.4%	Manufacturing
ETN Eaton	$809,637	$191,452 ▼	-19.1%	3,362	0.4%	Industrial Products
DSI iShares MSCI KLD 400 Social ETF	$799,999	$40,428 ▼	-4.8%	8,786	0.4%	ETF
BDX Becton, Dickinson and Company	$762,944	$37,794 ▼	-4.7%	3,129	0.4%	Medical
BRK.B Berkshire Hathaway	$746,489	$28,889 ▼	-3.7%	2,093	0.4%	Finance
IAGG iShares Core International Aggregate Bond ETF	$717,867	$88,644 ▼	-11.0%	14,415	0.4%	ETF
CL Colgate-Palmolive	$705,991	$4,225 ▼	-0.6%	8,857	0.4%	Consumer Staples
PFE Pfizer	$702,821	$72,436 ▼	-9.3%	24,412	0.4%	Medical
BAC Bank of America	$701,683	$27,374 ▲	4.1%	20,840	0.4%	Finance
MBB iShares MBS ETF	$674,460	$253,546 ▼	-27.3%	7,169	0.4%	ETF
FDX FedEx	$673,406	$20,997 ▼	-3.0%	2,662	0.4%	Transportation
CME CME Group	$658,546	$7,792 ▼	-1.2%	3,127	0.4%	Finance
ADBE Adobe	$644,328	$2,983 ▼	-0.5%	1,080	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$639,231	$46,964 ▼	-6.8%	3,185	0.3%	Finance
DUK Duke Energy	$637,165	$12,615 ▲	2.0%	6,566	0.3%	Utilities
HEFA iShares Currency Hedged MSCI EAFE ETF	$636,184	$323,732 ▲	103.6%	20,190	0.3%	ETF
IYF iShares U.S. Financials ETF	$628,618	$8,541 ▼	-1.3%	7,360	0.3%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$607,154	$11,053 ▼	-1.8%	12,030	0.3%	ETF
META Meta Platforms	$594,653	$10,973 ▼	-1.8%	1,680	0.3%	Computer and Technology
NSC Norfolk Southern	$578,185	$73,514 ▼	-11.3%	2,446	0.3%	Transportation
VYM Vanguard High Dividend Yield Index Fund ETF Shares	$569,090	$198,367 ▼	-25.8%	5,098	0.3%	ETF
VZ Verizon Communications	$564,708	$190,046 ▼	-25.2%	14,979	0.3%	Computer and Technology
IBB iShares Biotechnology ETF	$550,600	$233,934 ▲	73.9%	4,053	0.3%	Finance
SCHA Schwab US Small-Cap ETF	$540,615	$1,417 ▲	0.3%	11,444	0.3%	ETF
SCCO Southern Copper	$530,363		0.0%	6,162	0.3%	Basic Materials
DE Deere & Company	$525,029	$61,580 ▼	-10.5%	1,313	0.3%	Industrial Products
RSP Invesco S&P 500 Equal Weight ETF	$524,527		0.0%	3,324	0.3%	ETF
COST Costco Wholesale	$516,183	$42,905 ▼	-7.7%	782	0.3%	Retail/Wholesale
CMCSA Comcast	$505,897	$17,978 ▼	-3.4%	11,537	0.3%	Consumer Discretionary
CRM Salesforce	$502,334	$7,894 ▲	1.6%	1,909	0.3%	Computer and Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$496,504	$15,183 ▼	-3.0%	6,573	0.3%	Manufacturing
XEL Xcel Energy	$482,960	$45,442 ▼	-8.6%	7,801	0.3%	Utilities
MKC McCormick & Company, Incorporated	$473,603	$14,163 ▼	-2.9%	6,922	0.3%	Consumer Staples

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

About MarketBeat

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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