Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow 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 $13,337,953SPDR S&P 500 ETF Trust $11,917,945Vanguard Dividend Appreciation ETF $9,927,826iShares Gold Trust $7,855,123Apple $6,353,362 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $424,518 Holding931142103 - Walmart $380,131 Holding031162100 - Amgen $276,656 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $207,239 HoldingH1467J104 - 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 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$13,337,953$116,314 ▼-0.9%23,7376.3%ETFSPYSPDR S&P 500 ETF Trust$11,917,945$455,349 ▼-3.7%21,3055.7%FinanceVIGVanguard Dividend Appreciation ETF$9,927,826$208,927 ▼-2.1%51,1774.7%ETFIAUiShares Gold Trust$7,855,123$682,934 ▲9.5%133,2283.7%FinanceAAPLApple$6,353,362$60,641 ▲1.0%28,6023.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,950,735$112,558 ▲1.9%101,9832.8%ETFIJRiShares Core S&P Small-Cap ETF$5,659,119$245,739 ▲4.5%54,1182.7%ETFSCHXSchwab US Large-Cap ETF$4,777,715$210,135 ▼-4.2%216,3822.3%ETFMSFTMicrosoft$4,270,437$6,382 ▲0.1%11,3762.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,882,878$103,165 ▼-2.6%155,0671.8%ETFGNMAiShares GNMA Bond ETF$3,138,134$622,455 ▼-16.6%71,4841.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,041,978$955,512 ▲45.8%124,9791.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,917,920$426,609 ▲17.1%55,7171.4%ManufacturingJNJJohnson & Johnson$2,873,676$143,783 ▼-4.8%17,3281.4%MedicalIEFAiShares Core MSCI EAFE ETF$2,775,750$38,884 ▼-1.4%36,6921.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,685,777$320,600 ▲13.6%27,1511.3%FinanceJPMJPMorgan Chase & Co.$2,615,634$42,928 ▼-1.6%10,6631.2%FinanceNVDANVIDIA$2,558,418$13,981 ▲0.5%23,6061.2%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$2,468,584$3,665 ▲0.1%68,0241.2%ETFAXPAmerican Express$2,424,141$59,191 ▼-2.4%9,0101.2%FinanceGOOGLAlphabet$2,314,893$63,864 ▲2.8%14,9701.1%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$2,230,094$213,895 ▲10.6%45,3641.1%ManufacturingUNHUnitedHealth Group$2,228,556$7,332 ▼-0.3%4,2551.1%MedicalRTXRTX$2,215,129$35,632 ▼-1.6%16,7231.1%AerospaceAMZNAmazon.com$2,119,496$45,282 ▲2.2%11,1401.0%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$2,098,206$66,110 ▼-3.1%41,1011.0%ETFPGProcter & Gamble$2,004,821$53,853 ▲2.8%11,7641.0%Consumer StaplesMBBiShares MBS ETF$1,938,526$1,340,303 ▲224.0%20,6710.9%ETFSCHBSchwab US Broad Market ETF$1,908,979$74,171 ▼-3.7%88,6660.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,896,970$119,693 ▲6.7%36,1190.9%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,870,087$14,487 ▼-0.8%36,7910.9%ETFGOOGAlphabet$1,841,483$17,342 ▼-0.9%11,7870.9%Computer and TechnologyVPUVanguard Utilities ETF$1,808,878$625,677 ▲52.9%10,5900.9%ETFVYMVanguard High Dividend Yield ETF$1,705,754$93,496 ▲5.8%13,2270.8%ETFXOMExxon Mobil$1,683,811$51,259 ▲3.1%14,1580.8%EnergyRSPInvesco S&P 500 Equal Weight ETF$1,624,551$102,032 ▲6.7%9,3780.8%ETFNEENextEra Energy$1,542,496$52,813 ▲3.5%21,7590.7%UtilitiesEMXCiShares MSCI Emerging Markets ex China ETF$1,512,276$167,253 ▼-10.0%27,4510.7%ManufacturingPEPPepsiCo$1,502,849$25,340 ▼-1.7%10,0230.7%Consumer StaplesSCHVSchwab U.S. Large-Cap Value ETF$1,500,202$2,685 ▲0.2%56,4410.7%ETFDISWalt Disney$1,495,018$48,462 ▲3.4%15,1470.7%Consumer DiscretionaryCSCOCisco Systems$1,446,837$269,176 ▼-15.7%23,4460.7%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$1,439,529$72,826 ▼-4.8%12,5320.7%ETFVHTVanguard Health Care ETF$1,430,336$101,127 ▼-6.6%5,4030.7%ETFVFHVanguard Financials ETF$1,412,733$311,100 ▲28.2%11,8250.7%ETFTJXTJX Companies$1,407,399$57,490 ▼-3.9%11,5550.7%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$1,402,184$139,401 ▼-9.0%17,1500.7%ETFROLRollins$1,393,9740.0%25,8000.7%ConstructionVVisa$1,335,954$34,345 ▼-2.5%3,8120.6%Business ServicesGDGeneral Dynamics$1,221,9760.0%4,4830.6%AerospaceECLEcolab$1,156,812$9,127 ▼-0.8%4,5630.5%Basic MaterialsDHRDanaher$1,145,540$32,185 ▼-2.7%5,5880.5%MedicalVOXVanguard Communication Services ETF$1,126,577$129,099 ▲12.9%7,5920.5%ETFHDHome Depot$1,113,763$67,434 ▼-5.7%3,0390.5%Retail/WholesaleMDTMedtronic$1,113,186$142,069 ▼-11.3%12,3880.5%MedicalBRK.BBerkshire Hathaway$1,100,843$68,170 ▲6.6%2,0670.5%FinanceORCLOracle$1,091,497$30,479 ▼-2.7%7,8070.5%Computer and TechnologyIBBiShares Biotechnology ETF$1,065,023$2,558 ▼-0.2%8,3270.5%FinanceTXNTexas Instruments$1,055,019$111,953 ▼-9.6%5,8710.5%Computer and TechnologyTMOThermo Fisher Scientific$1,026,549$10,450 ▲1.0%2,0630.5%MedicalMAMastercard$1,018,407$50,427 ▼-4.7%1,8580.5%Business ServicesSCHPSchwab U.S. TIPS ETF$1,000,685$14,386 ▲1.5%37,2140.5%ETFGVIiShares Intermediate Government/Credit Bond ETF$996,376$127,436 ▲14.7%9,3980.5%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$967,045$58,509 ▼-5.7%20,3460.5%ETFNFLXNetflix$965,169$66,210 ▲7.4%1,0350.5%Consumer DiscretionaryMETAMeta Platforms$960,216$83,572 ▲9.5%1,6660.5%Computer and TechnologyLOWLowe's Companies$954,234$9,097 ▲1.0%4,0910.5%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$947,156$49,922 ▼-5.0%20,9270.4%ETFSBUXStarbucks$939,114$4,218 ▼-0.4%9,5740.4%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$901,254$34,165 ▼-3.7%34,3990.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$877,444$48,951 ▼-5.3%16,2580.4%ETFDUKDuke Energy$868,792$69,889 ▲8.7%7,1230.4%UtilitiesTIPiShares TIPS Bond ETF$858,837$23,440 ▼-2.7%7,7310.4%ETFESGUiShares ESG Aware MSCI USA ETF$857,027$22,188 ▼-2.5%7,0300.4%ManufacturingETNEaton$825,548$82,093 ▲11.0%3,0370.4%IndustrialsBACBank of America$814,820$65,266 ▼-7.4%19,5260.4%FinanceUPSUnited Parcel Service$811,066$1,430 ▼-0.2%7,3740.4%TransportationCLColgate-Palmolive$799,448$74,304 ▲10.2%8,5320.4%Consumer StaplesMRKMerck & Co., Inc.$790,786$329,419 ▼-29.4%8,8100.4%MedicalNKENIKE$752,682$27,169 ▲3.7%11,8570.4%Consumer DiscretionaryDEDeere & Company$735,002$15,489 ▲2.2%1,5660.3%IndustrialsCMECME Group$715,752$4,510 ▼-0.6%2,6980.3%FinanceSCHZSchwab U.S. Aggregate Bond ETF$710,549$63,180 ▼-8.2%30,6800.3%ETFIYFiShares U.S. Financials ETF$680,486$11,285 ▼-1.6%6,0300.3%ETFSCHHSchwab U.S. REIT ETF$673,629$135,578 ▼-16.8%31,3170.3%ETFBDXBecton, Dickinson and Company$663,587$23,593 ▼-3.4%2,8970.3%MedicalDSIiShares ESG MSCI KLD 400 ETF$652,185$64,522 ▼-9.0%6,3680.3%ETFCOSTCostco Wholesale$638,402$2,837 ▲0.4%6750.3%Retail/WholesaleGILDGilead Sciences$618,292$47,621 ▲8.3%5,5180.3%MedicalVZVerizon Communications$610,682$166,471 ▲37.5%13,4630.3%Computer and TechnologyIBMInternational Business Machines$609,4660.0%2,4510.3%Computer and TechnologyIWMiShares Russell 2000 ETF$605,875$36,907 ▼-5.7%3,0370.3%FinanceIDXXIDEXX Laboratories$596,329$11,339 ▲1.9%1,4200.3%MedicalPYPLPayPal$565,587$66,686 ▼-10.5%8,6680.3%Computer and TechnologyMUBiShares National Muni Bond ETF$565,580$52,193 ▼-8.4%5,3640.3%ETFFDXFedEx$544,361$9,264 ▲1.7%2,2330.3%TransportationIAGGiShares Core International Aggregate Bond ETF$543,291$99,630 ▼-15.5%10,8680.3%ETFCATCaterpillar$534,936$40,895 ▲8.3%1,6220.3%IndustrialsTFLOiShares Treasury Floating Rate Bond ETF$520,532$10,132 ▼-1.9%10,2750.2%ETFCSXCSX$512,023$2,560 ▼-0.5%17,3980.2%TransportationShowing 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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