Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow Investment Advisors, LLC has $203.44 million in total holdings as of March 31, 2024.Bigelow Investment Advisors, LLC owns shares of 153 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 8.08% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Bigelow Investment Advisors, LLC has purchased 150 new stocks and bought additional shares in 65 stocks.Bigelow Investment Advisors, LLC sold shares of 71 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,292,494iShares Core S&P 500 ETF $12,294,320Vanguard Dividend Appreciation ETF $9,442,033Schwab US Large-Cap ETF $5,752,776iShares Core S&P Mid-Cap ETF $5,731,273 Largest New Holdings this Quarter iShares MSCI Emerging Markets ex China ETF $545,821 HoldingVanguard Financials ETF $407,103 HoldingVanguard Communication Services ETF $384,475 HoldingBooking $344,649 HoldingNovo Nordisk A/S $257,442 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 76,861 shares (about $4.67M)iShares Core S&P Small-Cap ETF 8,616 shares (about $952.24K)Vanguard Dividend Appreciation ETF 5,204 shares (about $950.30K)iShares Currency Hedged MSCI EAFE ETF 15,879 shares (about $553.86K)Medtronic 6,327 shares (about $551.40K) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 20,033 shares (about $836.78K)iShares Core S&P 500 ETF 1,241 shares (about $652.44K)Apple 3,333 shares (about $571.54K)SPDR S&P 500 ETF Trust 582 shares (about $304.43K)Vanguard Intermediate-Term Corporate Bond ETF 2,750 shares (about $221.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBigelow Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,292,494$304,432 ▼-2.2%25,4126.5%FinanceIVViShares Core S&P 500 ETF$12,294,320$652,438 ▼-5.0%23,3856.0%ETFVIGVanguard Dividend Appreciation ETF$9,442,033$950,302 ▲11.2%51,7064.6%ETFSCHXSchwab US Large-Cap ETF$5,752,776$15,825 ▼-0.3%92,6972.8%ETFIJHiShares Core S&P Mid-Cap ETF$5,731,273$4,668,561 ▲439.3%94,3572.8%ETFIJRiShares Core S&P Small-Cap ETF$5,051,648$952,240 ▲23.2%45,7082.5%ETFAAPLApple$4,905,528$571,543 ▼-10.4%28,6072.4%Computer and TechnologyMSFTMicrosoft$4,901,809$161,556 ▲3.4%11,6512.4%Computer and TechnologyIAUiShares Gold Trust$3,896,007$419,638 ▲12.1%92,7401.9%FinanceIEFAiShares Core MSCI EAFE ETF$3,329,212$105,763 ▼-3.1%44,8561.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,185,025$7,232 ▲0.2%34,3511.6%ETFGNMAiShares GNMA Bond ETF$3,046,181$204,583 ▲7.2%70,2051.5%ETFJNJJohnson & Johnson$2,918,764$11,548 ▲0.4%18,4511.4%MedicalNVDANVIDIA$2,673,634$169,869 ▼-6.0%2,9591.3%Computer and TechnologyUNHUnitedHealth Group$2,511,592$161,767 ▼-6.1%5,0771.2%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,467,318$303,268 ▲14.0%48,1151.2%ManufacturingGOOGLAlphabet$2,374,280$30,035 ▼-1.2%15,7311.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,290,631$262,794 ▲13.0%11,4361.1%FinanceAXPAmerican Express$2,283,958$35,975 ▼-1.6%10,0311.1%FinanceFLOTiShares Floating Rate Bond ETF$2,270,740$124,229 ▲5.8%44,4721.1%ETFSCHBSchwab US Broad Market ETF$2,188,398$11,722 ▼-0.5%35,8461.1%ETFGOOGAlphabet$2,089,769$122,417 ▼-5.5%13,7251.0%Computer and TechnologyAMZNAmazon.com$2,051,101$91,633 ▲4.7%11,3711.0%Retail/WholesalePGProcter & Gamble$2,032,830$36,668 ▲1.8%12,5291.0%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$2,011,540$5,014 ▼-0.2%41,7251.0%ETFVEAVanguard FTSE Developed Markets ETF$2,002,887$15,854 ▲0.8%39,9221.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,001,110$148,183 ▼-6.9%20,4321.0%FinancePEPPepsiCo$1,922,310$11,026 ▼-0.6%10,9840.9%Consumer StaplesRTXRTX$1,915,099$401,141 ▲26.5%19,6360.9%AerospaceMRKMerck & Co., Inc.$1,898,629$133,533 ▼-6.6%14,3890.9%MedicalDISWalt Disney$1,819,371$106,331 ▼-5.5%14,8690.9%Consumer DiscretionarySUSAiShares MSCI USA ESG Select ETF$1,638,512$39,410 ▼-2.3%15,0090.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,626,092$221,407 ▼-12.0%20,1970.8%ETFXOMExxon Mobil$1,564,242$40,219 ▲2.6%13,4570.8%Oils/EnergyLMBSFirst Trust Low Duration Opportunities ETF$1,522,432$30,156 ▲2.0%31,5530.7%ManufacturingMDTMedtronic$1,489,829$551,398 ▲58.8%17,0950.7%MedicalNEENextEra Energy$1,468,204$44,226 ▲3.1%22,9730.7%UtilitiesDHRDanaher$1,458,365$18,979 ▲1.3%5,8400.7%Multi-Sector ConglomeratesCSCOCisco Systems$1,440,053$82,152 ▼-5.4%28,8530.7%Computer and TechnologyHDHome Depot$1,389,783$84,008 ▼-5.7%3,6230.7%Retail/WholesaleSCHZSchwab U.S. Aggregate Bond ETF$1,384,232$56,166 ▼-3.9%30,0920.7%ETFVHTVanguard Health Care ETF$1,357,740$72,229 ▲5.6%5,0190.7%ETFTMOThermo Fisher Scientific$1,323,415$37,197 ▲2.9%2,2770.7%MedicalGDGeneral Dynamics$1,320,076$4,237 ▼-0.3%4,6730.6%AerospaceTJXTJX Companies$1,311,766$710 ▲0.1%12,9340.6%Retail/WholesaleTXNTexas Instruments$1,276,785$16,376 ▼-1.3%7,3290.6%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$1,258,091$553,861 ▲78.6%36,0690.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,226,670$413,001 ▲50.8%23,7730.6%ManufacturingGRMNGarmin$1,198,4040.0%8,0500.6%Computer and TechnologyROLRollins$1,193,7660.0%25,8000.6%ConstructionUPSUnited Parcel Service$1,187,702$6,094 ▲0.5%7,9910.6%TransportationSCHPSchwab U.S. TIPS ETF$1,158,996$53,412 ▼-4.4%22,2200.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,155,985$836,779 ▼-42.0%27,6750.6%ETFVVisa$1,122,181$40,467 ▼-3.5%4,0210.6%Business ServicesECLEcolab$1,098,622$13,623 ▲1.3%4,7580.5%Basic MaterialsLOWLowe's Companies$1,090,007$4,330 ▼-0.4%4,2790.5%Retail/WholesaleNKENIKE$1,084,153$31,013 ▼-2.8%11,5360.5%Consumer DiscretionaryORCLOracle$1,078,613$6,155 ▼-0.6%8,5870.5%Computer and TechnologyQLTAiShares Aaa - A Rated Corporate Bond ETF$1,042,993$48,572 ▼-4.4%21,9670.5%ETFVOOVanguard S&P 500 ETF$1,033,024$14,421 ▼-1.4%2,1490.5%ETFSCHMSchwab U.S. Mid-Cap ETF$1,023,819$8,957 ▼-0.9%12,5730.5%ETFESGUiShares ESG Aware MSCI USA ETF$1,008,199$120,133 ▼-10.6%8,7700.5%ManufacturingETNEaton$997,449$53,781 ▼-5.1%3,1900.5%Industrial ProductsSCHVSchwab U.S. Large-Cap Value ETF$990,171$139,043 ▼-12.3%13,0320.5%ETFTIPiShares TIPS Bond ETF$957,668$967 ▼-0.1%8,9160.5%ETFSBUXStarbucks$954,203$10,327 ▼-1.1%10,4410.5%Retail/WholesaleMAMastercard$947,730$5,779 ▲0.6%1,9680.5%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$925,085$17,596 ▼-1.9%17,9280.5%ETFVYMVanguard High Dividend Yield ETF$901,859$285,052 ▲46.2%7,4540.4%ETFRSPInvesco S&P 500 Equal Weight ETF$889,701$326,715 ▲58.0%5,2530.4%ETFDSIiShares MSCI KLD 400 Social ETF$881,420$4,335 ▼-0.5%8,7430.4%ETFPFEPfizer$870,712$193,279 ▲28.5%31,3770.4%MedicalBRK.BBerkshire Hathaway$859,543$20,605 ▼-2.3%2,0440.4%FinanceIDXXIDEXX Laboratories$850,930$9,719 ▼-1.1%1,5760.4%MedicalMUBiShares National Muni Bond ETF$832,824$8,393 ▼-1.0%7,7400.4%ETFBDXBecton, Dickinson and Company$802,233$27,962 ▲3.6%3,2420.4%MedicalIBBiShares Biotechnology ETF$799,444$243,291 ▲43.7%5,8260.4%FinanceCLColgate-Palmolive$797,663$90 ▲0.0%8,8580.4%Consumer StaplesBACBank of America$796,092$5,840 ▲0.7%20,9940.4%FinanceMETAMeta Platforms$766,731$49,044 ▼-6.0%1,5790.4%Computer and TechnologyFDXFedEx$735,650$35,638 ▼-4.6%2,5390.4%TransportationAMATApplied Materials$731,292$336,980 ▲85.5%3,5460.4%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$702,447$17,582 ▼-2.4%14,0630.3%ETFPYPLPayPal$699,175$301,656 ▲75.9%10,4370.3%Computer and TechnologyCSXCSX$697,509$224,830 ▲47.6%18,8160.3%TransportationMBBiShares MBS ETF$662,467$92 ▼0.0%7,1680.3%ETFSCCOSouthern Copper$656,3760.0%6,1620.3%Basic MaterialsIWMiShares Russell 2000 ETF$653,033$16,825 ▼-2.5%3,1050.3%FinanceIYFiShares U.S. Financials ETF$649,464$54,521 ▼-7.7%6,7900.3%ETFDUKDuke Energy$647,087$12,089 ▲1.9%6,6910.3%UtilitiesCMECME Group$621,542$51,670 ▼-7.7%2,8870.3%FinanceTFLOiShares Treasury Floating Rate Bond ETF$609,8010.0%12,0300.3%ETFANETArista Networks$602,578$32,478 ▲5.7%2,0780.3%Computer and TechnologyDEDeere & Company$583,662$44,360 ▲8.2%1,4210.3%Industrial ProductsNFLXNetflix$581,215$54,660 ▲10.4%9570.3%Consumer DiscretionaryCOSTCostco Wholesale$575,115$2,198 ▲0.4%7850.3%Retail/WholesaleVPUVanguard Utilities ETF$571,461$321,946 ▲129.0%4,0080.3%ETFCATCaterpillar$568,333$8,794 ▲1.6%1,5510.3%Industrial ProductsCRMSalesforce$566,821$8,132 ▼-1.4%1,8820.3%Computer and TechnologySCHASchwab US Small-Cap ETF$564,980$1,477 ▲0.3%11,4740.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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