Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow Investment Advisors, LLC has $226.92 million in total holdings as of June 30, 2024.Bigelow Investment Advisors, LLC owns shares of 147 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Bigelow Investment Advisors, LLC has purchased 146 new stocks and bought additional shares in 60 stocks.Bigelow Investment Advisors, LLC sold shares of 67 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $15,085,533SPDR S&P 500 ETF Trust $12,078,318Vanguard Dividend Appreciation ETF $10,458,842iShares Gold Trust $8,366,405iShares Core S&P Small-Cap ETF $6,261,333 Largest New Holdings this Quarter 90353T100 - Uber Technologies $353,420 Holding92204A207 - Vanguard Consumer Staples ETF $293,898 Holding38141G104 - The Goldman Sachs Group $239,220 Holding464287481 - iShares Russell Mid-Cap Growth ETF $201,086 Holding907818108 - Union Pacific $200,400 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 56,292 shares (about $1.37M)iShares MBS ETF 8,469 shares (about $795.15K)Apple 3,093 shares (about $564.74K)iShares Currency Hedged MSCI EAFE ETF 14,458 shares (about $548.82K)Invesco S&P 500 Equal Weight ETF 2,290 shares (about $416.18K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,756 shares (about $1.08M)iShares GNMA Bond ETF 8,094 shares (about $355.73K)First Trust NASDAQ Clean Edge Green Energy Index Fund 7,147 shares (about $233.64K)iShares Biotechnology ETF 1,587 shares (about $200.77K)Alphabet 1,122 shares (about $197.73K) 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 PortfolioSectorIVViShares Core S&P 500 ETF$15,085,533$347,086 ▲2.4%24,2966.6%ETFSPYSPDR S&P 500 ETF Trust$12,078,318$1,084,942 ▼-8.2%19,5495.3%FinanceVIGVanguard Dividend Appreciation ETF$10,458,842$15,555 ▼-0.1%51,1014.6%ETFIAUiShares Gold Trust$8,366,405$58,307 ▲0.7%134,1633.7%FinanceIJRiShares Core S&P Small-Cap ETF$6,261,333$346,777 ▲5.9%57,2912.8%ETFIJHiShares Core S&P Mid-Cap ETF$6,244,192$80,812 ▼-1.3%100,6802.8%ETFAAPLApple$5,787,106$564,743 ▲10.8%31,6952.6%Computer and TechnologyMSFTMicrosoft$5,543,137$115,399 ▼-2.0%11,1442.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$5,258,144$30,232 ▼-0.6%215,1452.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,544,609$15,102 ▲0.3%155,5842.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,419,376$1,372,396 ▲45.0%181,2711.9%ETFNVDANVIDIA$3,759,846$30,334 ▲0.8%23,7981.7%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,141,833$202,227 ▲6.9%59,5501.4%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$3,131,009$548,824 ▲21.3%82,4821.4%ETFJPMJPMorgan Chase & Co.$3,088,701$2,609 ▼-0.1%10,6541.4%FinanceIEFAiShares Core MSCI EAFE ETF$3,076,989$13,941 ▲0.5%36,8591.4%ETFAXPAmerican Express$2,866,354$7,656 ▼-0.3%8,9861.3%FinanceGNMAiShares GNMA Bond ETF$2,785,977$355,730 ▼-11.3%63,3901.2%ETFMBBiShares MBS ETF$2,735,955$795,155 ▲41.0%29,1401.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,673,638$19,741 ▼-0.7%26,9521.2%FinanceJNJJohnson & Johnson$2,612,789$34,063 ▼-1.3%17,1051.2%MedicalAMZNAmazon.com$2,478,888$34,883 ▲1.4%11,2991.1%Retail/WholesaleGOOGLAlphabet$2,440,381$197,726 ▼-7.5%13,8481.1%Computer and TechnologyRTXRTX$2,425,246$16,646 ▼-0.7%16,6091.1%AerospaceLMBSFirst Trust Low Duration Opportunities ETF$2,381,918$147,287 ▲6.6%48,3541.0%ManufacturingVPUVanguard Utilities ETF$2,252,797$383,556 ▲20.5%12,7631.0%ETFRSPInvesco S&P 500 Equal Weight ETF$2,120,542$416,185 ▲24.4%11,6680.9%ETFSCHBSchwab US Broad Market ETF$2,086,626$26,284 ▼-1.2%87,5630.9%ETFGOOGAlphabet$2,069,432$21,464 ▼-1.0%11,6660.9%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$2,044,831$52,142 ▼-2.5%40,0790.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,015,997$282,741 ▲16.3%31,9290.9%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,968,042$129,413 ▼-6.2%34,5210.9%ETFDISWalt Disney$1,883,352$4,960 ▲0.3%15,1870.8%Consumer DiscretionaryPGProcter & Gamble$1,868,027$6,213 ▼-0.3%11,7250.8%Consumer StaplesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,856,570$68,211 ▼-3.5%34,8390.8%ManufacturingVYMVanguard High Dividend Yield ETF$1,775,823$12,531 ▲0.7%13,3210.8%ETFORCLOracle$1,679,516$27,329 ▼-1.6%7,6820.7%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$1,608,402$46,679 ▲3.0%58,1280.7%ETFVFHVanguard Financials ETF$1,592,014$86,691 ▲5.8%12,5060.7%ETFSUSAiShares MSCI USA ESG Select ETF$1,583,464$4,943 ▼-0.3%12,4930.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,545,297$123,219 ▲8.7%18,6360.7%ETFCSCOCisco Systems$1,540,774$85,891 ▼-5.3%22,2080.7%Computer and TechnologyXOMExxon Mobil$1,522,567$3,665 ▼-0.2%14,1240.7%EnergyNEENextEra Energy$1,502,665$7,844 ▼-0.5%21,6460.7%UtilitiesROLRollins$1,455,6360.0%25,8000.6%ConstructionNFLXNetflix$1,447,600$61,600 ▲4.4%1,0810.6%Consumer DiscretionaryVOXVanguard Communication Services ETF$1,441,441$142,981 ▲11.0%8,4280.6%ETFTJXTJX Companies$1,426,063$864 ▼-0.1%11,5480.6%Retail/WholesaleVHTVanguard Health Care ETF$1,367,360$25,579 ▲1.9%5,5060.6%ETFVVisa$1,353,096$355 ▼0.0%3,8110.6%Business ServicesGDGeneral Dynamics$1,304,012$3,500 ▼-0.3%4,4710.6%AerospacePEPPepsiCo$1,302,707$20,730 ▼-1.6%9,8660.6%Consumer StaplesECLEcolab$1,244,813$15,358 ▲1.2%4,6200.5%Basic MaterialsMETAMeta Platforms$1,225,967$3,690 ▼-0.3%1,6610.5%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$1,215,911$212,299 ▲21.2%11,3860.5%ETFUNHUnitedHealth Group$1,209,196$118,237 ▼-8.9%3,8760.5%MedicalTXNTexas Instruments$1,134,020$84,917 ▼-7.0%5,4620.5%Computer and TechnologyHDHome Depot$1,118,252$4,033 ▲0.4%3,0500.5%Retail/WholesaleETNEaton$1,117,022$32,843 ▲3.0%3,1290.5%IndustrialsDHRDanaher$1,064,543$39,310 ▼-3.6%5,3890.5%MedicalSCHPSchwab U.S. TIPS ETF$1,063,492$70,622 ▲7.1%39,8610.5%ETFMDTMedtronic$1,035,057$44,805 ▼-4.1%11,8740.5%MedicalQLTAiShares Aaa - A Rated Corporate Bond ETF$996,124$22,772 ▲2.3%20,8220.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$981,070$5,103 ▲0.5%16,3430.4%ETFMAMastercard$971,594$72,490 ▼-6.9%1,7290.4%Business ServicesBACBank of America$954,918$30,947 ▲3.3%20,1800.4%FinanceESGUiShares ESG Aware MSCI USA ETF$951,1590.0%7,0300.4%ManufacturingVWOVanguard FTSE Emerging Markets ETF$933,508$101,541 ▼-9.8%18,8740.4%ETFSCHMSchwab U.S. Mid-Cap ETF$920,910$43,982 ▼-4.6%32,8310.4%ETFBRK.BBerkshire Hathaway$913,248$90,839 ▼-9.0%1,8800.4%FinanceLOWLowe's Companies$912,054$4,437 ▲0.5%4,1110.4%Retail/WholesaleSBUXStarbucks$867,370$9,896 ▼-1.1%9,4660.4%Retail/WholesaleDUKDuke Energy$863,878$23,364 ▲2.8%7,3210.4%UtilitiesIBBiShares Biotechnology ETF$852,677$200,771 ▼-19.1%6,7400.4%FinanceTIPiShares TIPS Bond ETF$845,988$4,732 ▼-0.6%7,6880.4%ETFTMOThermo Fisher Scientific$826,733$9,731 ▼-1.2%2,0390.4%MedicalCLColgate-Palmolive$814,010$38,451 ▲5.0%8,9550.4%Consumer StaplesNKENIKE$809,146$33,176 ▼-3.9%11,3900.4%Consumer DiscretionaryDEDeere & Company$799,855$3,559 ▲0.4%1,5730.4%IndustrialsIDXXIDEXX Laboratories$751,949$9,654 ▼-1.3%1,4020.3%MedicalCMECME Group$748,033$4,410 ▲0.6%2,7140.3%FinanceUPSUnited Parcel Service$741,202$3,129 ▼-0.4%7,3430.3%TransportationIBMInternational Business Machines$722,5060.0%2,4510.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$717,215$22,536 ▼-3.0%6,1740.3%ETFIYFiShares U.S. Financials ETF$694,120$35,450 ▼-4.9%5,7370.3%ETFSCHHSchwab U.S. REIT ETF$672,359$9,691 ▲1.5%31,7750.3%ETFCOSTCostco Wholesale$662,270$5,940 ▼-0.9%6690.3%Retail/WholesaleIWMiShares Russell 2000 ETF$655,476$216 ▲0.0%3,0380.3%FinanceAMATApplied Materials$649,715$17,209 ▲2.7%3,5490.3%Computer and TechnologyCATCaterpillar$647,922$18,246 ▲2.9%1,6690.3%IndustrialsBKNGBooking$625,238$11,578 ▲1.9%1080.3%Retail/WholesalePYPLPayPal$623,842$20,364 ▼-3.2%8,3940.3%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$621,438$91,566 ▼-12.8%26,7400.3%ETFVZVerizon Communications$609,501$26,957 ▲4.6%14,0860.3%Computer and TechnologyMRKMerck & Co., Inc.$604,782$92,617 ▼-13.3%7,6400.3%MedicalHONHoneywell International$602,693$58,686 ▲10.8%2,5880.3%Multi-Sector ConglomeratesAMDAdvanced Micro Devices$566,181$26,252 ▲4.9%3,9900.2%Computer and TechnologyGILDGilead Sciences$556,346$55,435 ▼-9.1%5,0180.2%MedicalSCHASchwab US Small-Cap ETF$544,026$127 ▼0.0%21,5030.2%ETFTTTrane Technologies$539,764$9,186 ▲1.7%1,2340.2%ConstructionShowing 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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