Bigelow Investment Advisors, LLC Top Holdings and 13F Report (2024) About Bigelow Investment Advisors, LLCInvestment ActivityBigelow Investment Advisors, LLC has $213.14 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 9.50% of the portfolio was purchased this quarter.About 6.56% of the portfolio was sold this quarter.This quarter, Bigelow Investment Advisors, LLC has purchased 152 new stocks and bought additional shares in 49 stocks.Bigelow Investment Advisors, LLC sold shares of 90 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $14,095,493SPDR S&P 500 ETF Trust $12,963,213Vanguard Dividend Appreciation ETF $10,232,901Apple $7,094,148iShares Core S&P Mid-Cap ETF $6,234,354 Largest New Holdings this Quarter Vanguard Value ETF $297,460 HoldingVanguard Growth ETF $258,988 HoldingNuveen ESG Small-Cap ETF $200,908 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 120,228 shares (about $3.35M)Schwab US Large-Cap ETF 133,283 shares (about $3.09M)Schwab US Broad Market ETF 56,316 shares (about $1.28M)iShares Gold Trust 25,367 shares (about $1.26M)Schwab U.S. Large-Cap Value ETF 40,819 shares (about $1.06M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,716 shares (about $1.59M)NVIDIA 3,403 shares (about $456.99K)Pfizer 13,860 shares (about $367.71K)UnitedHealth Group 699 shares (about $353.60K)iShares Core MSCI EAFE ETF 4,974 shares (about $349.57K) 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$14,095,493$320,245 ▼-2.2%23,9446.6%ETFSPYSPDR S&P 500 ETF Trust$12,963,213$1,591,758 ▼-10.9%22,1196.1%FinanceVIGVanguard Dividend Appreciation ETF$10,232,901$15,862 ▲0.2%52,2544.8%ETFAAPLApple$7,094,148$22,538 ▼-0.3%28,3293.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$6,234,354$79,445 ▲1.3%100,0542.9%ETFIAUiShares Gold Trust$6,022,644$1,255,920 ▲26.3%121,6452.8%FinanceIJRiShares Core S&P Small-Cap ETF$5,964,709$371,469 ▲6.6%51,7682.8%ETFSCHXSchwab US Large-Cap ETF$5,236,339$3,089,500 ▲143.9%225,8992.5%ETFMSFTMicrosoft$4,787,819$63,225 ▼-1.3%11,3592.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$4,436,542$3,350,755 ▲308.6%159,1872.1%ETFGNMAiShares GNMA Bond ETF$3,677,499$570,323 ▲18.4%85,6631.7%ETFNVDANVIDIA$3,152,726$456,989 ▼-12.7%23,4771.5%Computer and TechnologyGOOGLAlphabet$2,755,718$173,972 ▼-5.9%14,5571.3%Computer and TechnologyAXPAmerican Express$2,739,372$222,593 ▼-7.5%9,2301.3%FinanceJNJJohnson & Johnson$2,631,361$33,986 ▼-1.3%18,1951.2%MedicalIEFAiShares Core MSCI EAFE ETF$2,614,838$349,573 ▼-11.8%37,2061.2%ETFJPMJPMorgan Chase & Co.$2,597,977$137,833 ▼-5.0%10,8381.2%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,459,413$58,679 ▼-2.3%47,5711.2%ManufacturingAMZNAmazon.com$2,391,790$95,435 ▼-3.8%10,9021.1%Retail/WholesaleHEFAiShares Currency Hedged MSCI EAFE ETF$2,360,317$752,127 ▲46.8%67,9231.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,316,879$157,269 ▲7.3%23,9101.1%FinanceGOOGAlphabet$2,265,855$256,523 ▼-10.2%11,8981.1%Computer and TechnologyUNHUnitedHealth Group$2,159,516$353,596 ▼-14.1%4,2691.0%MedicalFLOTiShares Floating Rate Bond ETF$2,157,108$160,628 ▼-6.9%42,3961.0%ETFSCHBSchwab US Broad Market ETF$2,090,920$1,278,373 ▲157.3%92,1111.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,062,460$1,016,505 ▲97.2%85,7221.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,996,103$337,624 ▲20.4%41,0130.9%ManufacturingRTXRTX$1,966,314$220,794 ▼-10.1%16,9920.9%AerospacePGProcter & Gamble$1,919,257$130,096 ▼-6.3%11,4480.9%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$1,772,974$95,449 ▼-5.1%37,0760.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,743,098$189,093 ▲12.2%33,8400.8%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$1,690,504$778,407 ▲85.3%30,4870.8%ManufacturingCSCOCisco Systems$1,646,219$63,699 ▼-3.7%27,8080.8%Computer and TechnologyDISWalt Disney$1,631,951$8,351 ▼-0.5%14,6560.8%Consumer DiscretionarySUSAiShares MSCI USA ESG Select ETF$1,600,831$130,829 ▼-7.6%13,1660.8%ETFVYMVanguard High Dividend Yield ETF$1,595,130$308,895 ▲24.0%12,5020.7%ETFPEPPepsiCo$1,549,796$100,816 ▼-6.1%10,1920.7%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$1,540,096$385,681 ▲33.4%8,7890.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,513,491$65,982 ▼-4.2%18,8550.7%ETFNEENextEra Energy$1,506,494$121,801 ▼-7.5%21,0140.7%UtilitiesXOMExxon Mobil$1,476,613$19,793 ▲1.4%13,7270.7%EnergySCHVSchwab U.S. Large-Cap Value ETF$1,468,784$1,064,151 ▲263.0%56,3400.7%ETFVHTVanguard Health Care ETF$1,467,597$45,157 ▲3.2%5,7850.7%ETFTJXTJX Companies$1,452,982$98,339 ▼-6.3%12,0270.7%Retail/WholesaleORCLOracle$1,337,286$86,986 ▼-6.1%8,0250.6%Computer and TechnologyDHRDanaher$1,318,765$14,003 ▼-1.1%5,7450.6%MedicalHDHome Depot$1,253,715$126,033 ▼-9.1%3,2230.6%Retail/WholesaleMRKMerck & Co., Inc.$1,241,510$156,581 ▼-11.2%12,4800.6%MedicalVVisa$1,235,716$26,863 ▼-2.1%3,9100.6%Business ServicesTXNTexas Instruments$1,217,690$126,382 ▼-9.4%6,4940.6%Computer and TechnologyROLRollins$1,195,8300.0%25,8000.6%ConstructionGDGeneral Dynamics$1,181,226$50,063 ▼-4.1%4,4830.6%AerospaceVPUVanguard Utilities ETF$1,132,010$371,127 ▲48.8%6,9270.5%ETFMDTMedtronic$1,115,844$184,523 ▼-14.2%13,9690.5%MedicalIBBiShares Biotechnology ETF$1,103,557$192,762 ▲21.2%8,3470.5%FinanceVFHVanguard Financials ETF$1,088,723$384,318 ▲54.6%9,2210.5%ETFECLEcolab$1,077,638$18,043 ▼-1.6%4,5990.5%Basic MaterialsTMOThermo Fisher Scientific$1,062,310$110,289 ▼-9.4%2,0420.5%MedicalVOXVanguard Communication Services ETF$1,041,641$379,497 ▲57.3%6,7220.5%ETFMAMastercard$1,026,812$10,531 ▲1.0%1,9500.5%Business ServicesQLTAiShares Aaa - A Rated Corporate Bond ETF$1,009,588$18,061 ▼-1.8%21,5770.5%ETFLOWLowe's Companies$1,000,049$43,931 ▼-4.2%4,0520.5%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$989,330$643,010 ▲185.7%35,7030.5%ETFVWOVanguard FTSE Emerging Markets ETF$970,201$220,552 ▼-18.5%22,0300.5%ETFSCHPSchwab U.S. TIPS ETF$947,419$403,103 ▲74.1%36,6790.4%ETFUPSUnited Parcel Service$931,501$61,285 ▼-6.2%7,3870.4%TransportationESGUiShares ESG Aware MSCI USA ETF$929,050$111,300 ▼-10.7%7,2120.4%ManufacturingBACBank of America$926,906$5,933 ▲0.6%21,0900.4%FinanceETNEaton$907,664$100,225 ▼-9.9%2,7350.4%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$896,356$22,559 ▲2.6%17,1650.4%ETFMETAMeta Platforms$890,561$20,493 ▲2.4%1,5210.4%Computer and TechnologyBRK.BBerkshire Hathaway$878,910$43,062 ▼-4.7%1,9390.4%FinanceSBUXStarbucks$877,551$74,734 ▼-7.8%9,6170.4%Retail/WholesaleNKENIKE$864,832$7,870 ▼-0.9%11,4290.4%Consumer DiscretionaryNFLXNetflix$859,232$7,131 ▲0.8%9640.4%Consumer DiscretionaryGVIiShares Intermediate Government/Credit Bond ETF$854,269$223,469 ▲35.4%8,1960.4%ETFTIPiShares TIPS Bond ETF$846,220$51,357 ▼-5.7%7,9420.4%ETFPYPLPayPal$827,042$44,979 ▼-5.2%9,6900.4%Computer and TechnologySCHHSchwab U.S. REIT ETF$792,277$195,058 ▲32.7%37,6200.4%ETFQCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund$773,502$415,812 ▲116.2%22,7970.4%ETFDSIiShares ESG MSCI KLD 400 ETF$771,571$154,469 ▼-16.7%6,9980.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$758,362$91,345 ▲13.7%33,4080.4%ETFIWMiShares Russell 2000 ETF$711,878$25,629 ▲3.7%3,2220.3%FinanceDUKDuke Energy$705,697$14,760 ▼-2.0%6,5500.3%UtilitiesCLColgate-Palmolive$703,552$100,910 ▼-12.5%7,7390.3%Consumer StaplesBXBlackstone$693,818$69,485 ▲11.1%4,0240.3%FinanceBDXBecton, Dickinson and Company$680,610$55,129 ▼-7.5%3,0000.3%MedicalIYFiShares U.S. Financials ETF$677,855$66,348 ▼-8.9%6,1300.3%ETFDEDeere & Company$649,532$48,302 ▲8.0%1,5330.3%IndustrialsIAGGiShares Core International Aggregate Bond ETF$642,021$32,049 ▼-4.8%12,8610.3%ETFCMECME Group$630,504$36,228 ▼-5.4%2,7150.3%FinanceMUBiShares National Muni Bond ETF$624,276$188,061 ▼-23.2%5,8590.3%ETFFDXFedEx$617,519$96,215 ▼-13.5%2,1950.3%TransportationCOSTCostco Wholesale$615,733$100,790 ▼-14.1%6720.3%Retail/WholesaleCRMSalesforce$591,095$37,111 ▼-5.9%1,7680.3%Computer and TechnologyMBBiShares MBS ETF$584,827$50,057 ▼-7.9%6,3790.3%ETFIDXXIDEXX Laboratories$575,922$63,256 ▼-9.9%1,3930.3%MedicalCSXCSX$564,241$42,951 ▼-7.1%17,4850.3%TransportationSCHASchwab US Small-Cap ETF$547,146$250,428 ▲84.4%21,1580.3%ETFCATCaterpillar$543,414$17,775 ▼-3.2%1,4980.3%IndustrialsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
