Q4 2024 · 13F-HR
Bigelow Investment Advisors, LLCholdings as filed
Filed 2025-01-31 · accession 0001667731-25-000196
$213.1M
Reported value
146
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $14.1M | 6.61% | 23,944 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $13.0M | 6.08% | 22,119 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $10.2M | 4.80% | 52,254 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $7.1M | 3.33% | 28,329 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $6.2M | 2.92% | 100,054 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $6.0M | 2.83% | 121,645 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $6.0M | 2.80% | 51,768 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $5.2M | 2.46% | 225,899 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $4.8M | 2.25% | 11,359 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $4.4M | 2.08% | 159,187 | Common | NONE |
| 46429B333 | GNMA | ISHARES TR | $3.7M | 1.73% | 85,663 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.2M | 1.48% | 23,477 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.8M | 1.29% | 14,557 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $2.7M | 1.29% | 9,230 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.23% | 18,195 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $2.6M | 1.23% | 37,206 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.6M | 1.22% | 10,838 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $2.5M | 1.15% | 47,571 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.4M | 1.12% | 10,902 | Common | NONE |
| 46434V803 | HEFA | ISHARES TR | $2.4M | 1.11% | 67,923 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $2.3M | 1.09% | 23,910 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.3M | 1.06% | 11,898 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $2.2M | 1.01% | 4,269 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2.2M | 1.01% | 42,396 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $2.1M | 0.98% | 92,111 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $2.1M | 0.97% | 85,722 | Common | NONE |
| 33739Q200 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.0M | 0.94% | 41,013 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $2.0M | 0.92% | 16,992 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.9M | 0.90% | 11,448 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.8M | 0.83% | 37,076 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $1.7M | 0.82% | 33,840 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $1.7M | 0.79% | 30,487 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.6M | 0.77% | 27,808 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $1.6M | 0.77% | 14,656 | Common | NONE |
| 464288802 | SUSA | ISHARES TR | $1.6M | 0.75% | 13,166 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $1.6M | 0.75% | 12,502 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $1.5M | 0.73% | 10,192 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $1.5M | 0.72% | 8,789 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $1.5M | 0.71% | 18,855 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.5M | 0.71% | 21,014 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.5M | 0.69% | 13,727 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $1.5M | 0.69% | 56,340 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.5M | 0.69% | 5,785 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $1.5M | 0.68% | 12,027 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.3M | 0.63% | 8,025 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $1.3M | 0.62% | 5,745 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.3M | 0.59% | 3,223 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.2M | 0.58% | 12,480 | Common | NONE |
| 92826C839 | V | VISA INC | $1.2M | 0.58% | 3,910 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.2M | 0.57% | 6,494 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $1.2M | 0.56% | 25,800 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.2M | 0.55% | 4,483 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $1.1M | 0.53% | 6,927 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $1.1M | 0.52% | 13,969 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $1.1M | 0.52% | 8,347 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $1.1M | 0.51% | 9,221 | Common | NONE |
| 278865100 | ECL | ECOLAB INC | $1.1M | 0.51% | 4,599 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.1M | 0.50% | 2,042 | Common | NONE |
| 92204A884 | VOX | VANGUARD WORLD FD | $1.0M | 0.49% | 6,722 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.0M | 0.48% | 1,950 | Common | NONE |
| 46429B291 | QLTA | ISHARES TR | $1.0M | 0.47% | 21,577 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $1.0M | 0.47% | 4,052 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $989,330 | 0.46% | 35,703 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $970,201 | 0.46% | 22,030 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $947,419 | 0.44% | 36,679 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $931,501 | 0.44% | 7,387 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $929,050 | 0.44% | 7,212 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $926,906 | 0.43% | 21,090 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $907,664 | 0.43% | 2,735 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $896,356 | 0.42% | 17,165 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $890,561 | 0.42% | 1,521 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $878,910 | 0.41% | 1,939 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $877,551 | 0.41% | 9,617 | Common | NONE |
| 654106103 | NKE | NIKE INC | $864,832 | 0.41% | 11,429 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $859,232 | 0.40% | 964 | Common | NONE |
| 464288612 | GVI | ISHARES TR | $854,269 | 0.40% | 8,196 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $846,220 | 0.40% | 7,942 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $827,042 | 0.39% | 9,690 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $792,277 | 0.37% | 37,620 | Common | NONE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $773,502 | 0.36% | 22,797 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $771,571 | 0.36% | 6,998 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $758,362 | 0.36% | 33,408 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $711,878 | 0.33% | 3,222 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $705,697 | 0.33% | 6,550 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $703,552 | 0.33% | 7,739 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $693,818 | 0.33% | 4,024 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO | $680,610 | 0.32% | 3,000 | Common | NONE |
| 464287788 | IYF | ISHARES TR | $677,855 | 0.32% | 6,130 | Common | NONE |
| 244199105 | DE | DEERE & CO | $649,532 | 0.30% | 1,533 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $642,021 | 0.30% | 12,861 | Common | NONE |
| 12572Q105 | CME | CME GROUP INC | $630,504 | 0.30% | 2,715 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $624,276 | 0.29% | 5,859 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $617,519 | 0.29% | 2,195 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $615,733 | 0.29% | 672 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $591,095 | 0.28% | 1,768 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $584,827 | 0.27% | 6,379 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $575,922 | 0.27% | 1,393 | Common | NONE |
| 126408103 | CSX | CSX CORP | $564,241 | 0.26% | 17,485 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $547,146 | 0.26% | 21,158 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $543,414 | 0.25% | 1,498 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $538,803 | 0.25% | 2,451 | Common | NONE |
| 579780206 | MKC | MCCORMICK & CO INC | $530,173 | 0.25% | 6,954 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $528,673 | 0.25% | 10,475 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $521,684 | 0.24% | 105 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $515,537 | 0.24% | 3,170 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $510,792 | 0.24% | 948 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $493,344 | 0.23% | 2,184 | Common | NONE |
| 461202103 | INTU | INTUIT | $473,889 | 0.22% | 754 | Common | NONE |
| 285512109 | EA | ELECTRONIC ARTS INC | $473,281 | 0.22% | 3,235 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $470,440 | 0.22% | 5,093 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $466,349 | 0.22% | 1,987 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $458,910 | 0.22% | 1,032 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $451,802 | 0.21% | 5,909 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $448,808 | 0.21% | 16,917 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $444,587 | 0.21% | 715 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $424,143 | 0.20% | 1,435 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $416,904 | 0.20% | 3,608 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $408,870 | 0.19% | 1,107 | Common | NONE |
| 337738108 | FISV | FISERV INC | $398,309 | 0.19% | 1,939 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $392,100 | 0.18% | 5,150 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $391,622 | 0.18% | 9,793 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $385,447 | 0.18% | 4,941 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $376,019 | 0.18% | 3,113 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $367,795 | 0.17% | 1,519 | Common | NONE |
| 78464A359 | CWB | SPDR SER TR | $355,879 | 0.17% | 4,569 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $335,983 | 0.16% | 1,159 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $321,788 | 0.15% | 17,394 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $309,816 | 0.15% | 2,400 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $301,690 | 0.14% | 1,658 | Common | NONE |
| 46435G102 | ICVT | ISHARES TR | $300,114 | 0.14% | 3,532 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $297,460 | 0.14% | 1,757 | Common | NONE |
| 189054109 | CLX | CLOROX CO DEL | $295,424 | 0.14% | 1,819 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $292,350 | 0.14% | 728 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $261,113 | 0.12% | 1,229 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $258,988 | 0.12% | 631 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $247,510 | 0.12% | 6,595 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $247,475 | 0.12% | 976 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $245,581 | 0.12% | 3,248 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $231,955 | 0.11% | 720 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $224,291 | 0.11% | 608 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $222,727 | 0.10% | 6,054 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $222,153 | 0.10% | 2,745 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $219,207 | 0.10% | 1,938 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $214,898 | 0.10% | 6,436 | Common | NONE |
| 67092P607 | NUSC | NUSHARES ETF TR | $200,908 | 0.09% | 4,797 | Common | NONE |
| 345370860 | F | FORD MTR CO DEL | $113,523 | 0.05% | 11,467 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.