Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow Investment Advisors, LLC has $209.47 million in total holdings as of June 30, 2024.Bigelow Investment Advisors, LLC owns shares of 152 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 4.45% of the portfolio was purchased this quarter.About 1.72% of the portfolio was sold this quarter.This quarter, Bigelow Investment Advisors, LLC has purchased 153 new stocks and bought additional shares in 36 stocks.Bigelow Investment Advisors, LLC sold shares of 98 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,515,779iShares Core S&P 500 ETF $13,400,697Vanguard Dividend Appreciation ETF $9,524,181Apple $5,985,610Schwab US Large-Cap ETF $5,950,578 Largest New Holdings this Quarter Advanced Micro Devices $517,450 HoldingFirst Trust NASDAQ Clean Edge Green Energy Index Fund $358,533 HoldingPalo Alto Networks $243,070 Holding Largest Purchases this Quarter NVIDIA 23,921 shares (about $2.96M)iShares Core S&P 500 ETF 1,103 shares (about $603.60K)Advanced Micro Devices 3,190 shares (about $517.45K)Schwab U.S. Large-Cap Growth ETF 4,608 shares (about $464.67K)iShares MSCI Emerging Markets ex China ETF 6,968 shares (about $412.51K) Largest Sales this Quarter Vanguard S&P 500 ETF 882 shares (about $441.11K)SPDR S&P 500 ETF Trust 577 shares (about $314.02K)iShares Core MSCI EAFE ETF 2,676 shares (about $194.38K)Alphabet 480 shares (about $88.04K)iShares MSCI USA ESG Select ETF 767 shares (about $86.19K) 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$13,515,779$314,017 ▼-2.3%24,8356.5%FinanceIVViShares Core S&P 500 ETF$13,400,697$603,600 ▲4.7%24,4886.4%ETFVIGVanguard Dividend Appreciation ETF$9,524,181$85,251 ▲0.9%52,1734.5%ETFAAPLApple$5,985,610$39,597 ▼-0.7%28,4192.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$5,950,578$5,204 ▼-0.1%92,6162.8%ETFIJHiShares Core S&P Mid-Cap ETF$5,780,552$258,776 ▲4.7%98,7792.8%ETFIJRiShares Core S&P Small-Cap ETF$5,177,703$302,488 ▲6.2%48,5442.5%ETFMSFTMicrosoft$5,143,948$63,467 ▼-1.2%11,5092.5%Computer and TechnologyIAUiShares Gold Trust$4,229,493$155,424 ▲3.8%96,2782.0%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$3,928,626$464,671 ▲13.4%38,9591.9%ETFNVDANVIDIA$3,320,755$2,955,200 ▲808.4%26,8801.6%Computer and TechnologyGNMAiShares GNMA Bond ETF$3,117,307$93,591 ▲3.1%72,3781.5%ETFIEFAiShares Core MSCI EAFE ETF$3,063,955$194,385 ▼-6.0%42,1801.5%ETFGOOGLAlphabet$2,818,978$46,449 ▼-1.6%15,4761.3%Computer and TechnologyJNJJohnson & Johnson$2,693,729$3,069 ▼-0.1%18,4301.3%MedicalUNHUnitedHealth Group$2,530,004$55,509 ▼-2.1%4,9681.2%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,495,679$30,283 ▲1.2%48,7061.2%ManufacturingGOOGAlphabet$2,429,398$88,042 ▼-3.5%13,2451.2%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$2,327,303$55,228 ▲2.4%45,5531.1%ETFAXPAmerican Express$2,310,869$11,809 ▼-0.5%9,9801.1%FinanceJPMJPMorgan Chase & Co.$2,308,393$4,652 ▼-0.2%11,4131.1%FinanceSCHBSchwab US Broad Market ETF$2,250,432$3,206 ▼-0.1%35,7951.1%ETFAMZNAmazon.com$2,190,875$6,570 ▼-0.3%11,3371.0%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$2,163,399$180,065 ▲9.1%22,2871.0%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$2,092,333$84,130 ▲4.2%43,4731.0%ETFPGProcter & Gamble$2,015,982$50,301 ▼-2.4%12,2241.0%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$1,930,938$42,007 ▼-2.1%39,0720.9%ETFRTXRTX$1,897,371$73,887 ▼-3.7%18,9000.9%AerospacePEPPepsiCo$1,790,315$21,276 ▼-1.2%10,8550.9%Consumer StaplesMRKMerck & Co., Inc.$1,739,885$41,473 ▼-2.3%14,0540.8%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$1,645,454$363,017 ▲28.3%46,2790.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,637,352$121,230 ▲8.0%34,0760.8%ManufacturingNEENextEra Energy$1,608,308$18,411 ▼-1.1%22,7130.8%UtilitiesSUSAiShares MSCI USA ESG Select ETF$1,600,352$86,187 ▼-5.1%14,2420.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,572,815$41,564 ▼-2.6%19,6770.8%ETFXOMExxon Mobil$1,559,070$9,900 ▲0.6%13,5430.7%Oils/EnergyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,546,469$327,860 ▲26.9%30,1690.7%ManufacturingVHTVanguard Health Care ETF$1,491,462$156,408 ▲11.7%5,6070.7%ETFDISWalt Disney$1,462,641$13,702 ▼-0.9%14,7310.7%Consumer DiscretionaryDHRDanaher$1,450,629$8,495 ▼-0.6%5,8060.7%Multi-Sector ConglomeratesTJXTJX Companies$1,413,794$10,239 ▼-0.7%12,8410.7%Retail/WholesaleTXNTexas Instruments$1,394,391$31,319 ▼-2.2%7,1680.7%Computer and TechnologyCSCOCisco Systems$1,372,279$1,473 ▲0.1%28,8840.7%Computer and TechnologyGDGeneral Dynamics$1,355,8240.0%4,6730.6%AerospaceSCHZSchwab U.S. Aggregate Bond ETF$1,339,323$32,271 ▼-2.4%29,3840.6%ETFGRMNGarmin$1,311,5060.0%8,0500.6%Computer and TechnologyMDTMedtronic$1,281,320$64,227 ▼-4.8%16,2790.6%MedicalROLRollins$1,258,7820.0%25,8000.6%ConstructionTMOThermo Fisher Scientific$1,246,462$12,719 ▼-1.0%2,2540.6%MedicalHDHome Depot$1,221,019$26,162 ▼-2.1%3,5470.6%Retail/WholesaleORCLOracle$1,206,836$5,648 ▼-0.5%8,5470.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,195,607$311,562 ▲35.2%10,0810.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,183,183$27,875 ▼-2.3%27,0380.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,149,796$184,385 ▲19.1%15,5210.5%ETFECLEcolab$1,112,888$19,516 ▼-1.7%4,6760.5%Basic MaterialsSCHPSchwab U.S. TIPS ETF$1,096,007$59,655 ▼-5.2%21,0730.5%ETFRSPInvesco S&P 500 Equal Weight ETF$1,082,277$219,314 ▲25.4%6,5880.5%ETFUPSUnited Parcel Service$1,077,420$16,148 ▼-1.5%7,8730.5%TransportationVVisa$1,048,568$6,824 ▼-0.6%3,9950.5%Business ServicesQLTAiShares Aaa - A Rated Corporate Bond ETF$1,029,186$187 ▼0.0%21,9630.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$973,781$412,506 ▲73.5%16,4490.5%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$972,719$5,837 ▼-0.6%12,4980.5%ETFESGUiShares ESG Aware MSCI USA ETF$963,628$82,808 ▼-7.9%8,0760.5%ManufacturingETNEaton$952,251$47,973 ▼-4.8%3,0370.5%Industrial ProductsIBBiShares Biotechnology ETF$945,584$145,907 ▲18.2%6,8890.5%FinanceLOWLowe's Companies$932,635$10,804 ▼-1.1%4,2300.4%Retail/WholesaleTIPiShares TIPS Bond ETF$899,515$52,536 ▼-5.5%8,4240.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$895,717$63,968 ▼-6.7%16,7330.4%ETFDSIiShares MSCI KLD 400 Social ETF$872,275$35,726 ▼-3.9%8,3990.4%ETFNKENIKE$869,242$226 ▼0.0%11,5330.4%Consumer DiscretionaryPFEPfizer$861,140$16,788 ▼-1.9%30,7770.4%MedicalCLColgate-Palmolive$858,707$873 ▼-0.1%8,8490.4%Consumer StaplesMAMastercard$851,439$16,764 ▼-1.9%1,9300.4%Business ServicesAMATApplied Materials$834,697$2,124 ▼-0.3%3,5370.4%Computer and TechnologyBACBank of America$833,380$1,551 ▼-0.2%20,9550.4%FinanceBRK.BBerkshire Hathaway$827,431$4,068 ▼-0.5%2,0340.4%FinanceSBUXStarbucks$812,443$389 ▼0.0%10,4360.4%Retail/WholesaleMUBiShares National Muni Bond ETF$812,337$12,360 ▼-1.5%7,6240.4%ETFFDXFedEx$760,694$600 ▼-0.1%2,5370.4%TransportationBDXBecton, Dickinson and Company$757,922$234 ▲0.0%3,2430.4%MedicalIDXXIDEXX Laboratories$753,211$14,616 ▼-1.9%1,5460.4%MedicalMETAMeta Platforms$749,271$46,892 ▼-5.9%1,4860.4%Computer and TechnologyANETArista Networks$733,204$4,907 ▲0.7%2,0920.4%Computer and TechnologyVPUVanguard Utilities ETF$688,716$95,852 ▲16.2%4,6560.3%ETFIAGGiShares Core International Aggregate Bond ETF$674,070$27,955 ▼-4.0%13,5030.3%ETFSCCOSouthern Copper$670,789$6,895 ▲1.0%6,2260.3%Basic MaterialsDUKDuke Energy$670,238$401 ▼-0.1%6,6870.3%UtilitiesCOSTCostco Wholesale$664,692$2,550 ▼-0.4%7820.3%Retail/WholesaleNFLXNetflix$645,185$675 ▼-0.1%9560.3%Consumer DiscretionaryIYFiShares U.S. Financials ETF$636,456$5,674 ▼-0.9%6,7300.3%ETFMBBiShares MBS ETF$635,784$22,310 ▼-3.4%6,9250.3%ETFVOOVanguard S&P 500 ETF$633,665$441,115 ▼-41.0%1,2670.3%ETFIWMiShares Russell 2000 ETF$630,115$203 ▲0.0%3,1060.3%FinanceCSXCSX$629,3950.0%18,8160.3%TransportationGVIiShares Intermediate Government/Credit Bond ETF$627,774$76,449 ▲13.9%6,0520.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$599,308$10,132 ▼-1.7%11,8300.3%ETFVFHVanguard Financials ETF$595,884$198,761 ▲50.1%5,9660.3%ETFPYPLPayPal$592,893$12,767 ▼-2.1%10,2170.3%Computer and TechnologyADBEAdobe$591,650$556 ▼-0.1%1,0650.3%Computer and TechnologyVOXVanguard Communication Services ETF$590,529$185,603 ▲45.8%4,2730.3%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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