Bigelow Investment Advisors, LLC Reduced Holdings in Q4 2024

Bigelow Investment Advisors, LLC

  • $212 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.87K
- 7.8%
$567.81 - $607.81 $1.06M - $1.14M
22.1K $13M
UNH
Unitedhealth Group Inc

Healthcare
-579
- 11.94%
$485.52 - $625.25 $281K - $362K
4.27K $2.16M
IEFA
Ishares Tr

ETFs
-4.74K
- 11.3%
$70.06 - $77.43 $332K - $367K
37.2K $2.61M
PFE
Pfizer Inc

Healthcare
-13.3K
- 44.02%
$24.8 - $30.19 $330K - $402K
16.9K $448K
NEE
Nextera Energy Inc

Utilities
-1.7K
- 7.46%
$69.77 - $85.43 $118K - $145K
21K $1.51M
JNJ
Johnson & Johnson

Healthcare
-316
- 1.71%
$143.34 - $165.86 $45.3K - $52.4K
18.2K $2.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-240
- 10.52%
$501.29 - $612.85 $120K - $147K
2.04K $1.06M
MDT
Medtronic PLC

Healthcare
-2K
- 12.55%
$79.61 - $92.24 $160K - $185K
14K $1.12M
RTX
Raytheon Technologies Corp

Industrials
-1.84K
- 9.77%
$114.45 - $127.21 $210K - $234K
17K $1.97M
VEA
Vanguard Ftse Developed Market

ETFs
-2.24K
- 5.7%
$47.57 - $52.44 $107K - $118K
37.1K $1.77M
MRK
Merck & Co., Inc.

Healthcare
-1.05K
- 7.73%
$96.31 - $114.76 $101K - $120K
12.5K $1.24M
PEP
Pepsico Inc

Consumer Defensive
-594
- 5.51%
$151.29 - $176.1 $89.9K - $105K
10.2K $1.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.84K
- 14.85%
$44.04 - $49.49 $169K - $190K
22K $970K
CL
Colgate Palmolive CO

Consumer Defensive
-1.26K
- 14.0%
$90.22 - $102.31 $114K - $129K
7.74K $703K
GD
General Dynamics Corp

Industrials
-190
- 4.07%
$260.28 - $314.03 $49.5K - $59.7K
4.48K $1.18M
IDXX
Idexx Laboratories Inc

Healthcare
-191
- 12.06%
$406.92 - $495.42 $77.7K - $94.6K
1.39K $575K
AMAT
Applied Materials Inc

Technology
-447
- 12.36%
$161.44 - $213.89 $72.2K - $95.6K
3.17K $515K
PG
Procter & Gamble CO

Consumer Defensive
-740
- 6.07%
$161.05 - $179.7 $119K - $133K
11.4K $1.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.84K
- 2.76%
$61.68 - $67.87 $175K - $193K
100K $6.23M
NKE
Nike, Inc.

Consumer Cyclical
-316
- 2.69%
$73.36 - $89.13 $23.2K - $28.2K
11.4K $864K
HD
Home Depot, Inc.

Consumer Cyclical
-277
- 7.91%
$385.02 - $431.37 $107K - $119K
3.22K $1.25M
ELV
Elevance Health, Inc.

Healthcare
-125
- 17.05%
$365.96 - $514.62 $45.7K - $64.3K
608 $224K
LOW
Lowes Companies Inc

Consumer Cyclical
-215
- 5.04%
$244.52 - $284.07 $52.6K - $61.1K
4.05K $1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.38K
- 9.46%
$118.0 - $127.04 $162K - $175K
13.2K $1.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.69K
- 5.96%
$50.73 - $51.08 $136K - $137K
42.4K $2.16M
UPS
United Parcel Service Inc

Industrials
-479
- 6.09%
$122.65 - $138.35 $58.7K - $66.3K
7.39K $931K
ECL
Ecolab Inc.

Basic Materials
-169
- 3.54%
$234.32 - $261.43 $39.6K - $44.2K
4.6K $1.08M
MSFT
Microsoft Corp

Technology
-84
- 0.73%
$406.35 - $454.46 $34.1K - $38.2K
11.4K $4.79M
SBUX
Starbucks Corp

Consumer Cyclical
-742
- 7.16%
$87.44 - $102.5 $64.9K - $76.1K
9.62K $876K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-262
- 1.08%
$96.64 - $101.23 $25.3K - $26.5K
23.9K $2.32M
ADBE
Adobe Inc.

Technology
-103
- 9.07%
$437.39 - $552.96 $45.1K - $57K
1.03K $458K
F
Ford Motor CO

Consumer Cyclical
-11K
- 48.96%
$9.69 - $11.4 $107K - $125K
11.5K $113K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-898
- 14.85%
$75.65 - $83.47 $67.9K - $75K
5.15K $392K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.04K
- 12.92%
$107.41 - $115.71 $111K - $120K
7K $771K
ETN
Eaton Corp PLC

Industrials
-308
- 10.12%
$326.96 - $377.52 $101K - $116K
2.74K $907K
TXN
Texas Instruments Inc

Technology
-513
- 7.32%
N/A
6.49K $1.26M
NVDA
Nvidia Corp

Technology
-3.3K
- 12.32%
$117.0 - $148.88 $386K - $491K
23.5K $3.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-267
- 18.72%
$288.47 - $316.54 $77K - $84.5K
1.16K $335K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1K
- 26.7%
$80.93 - $85.66 $80.9K - $85.7K
2.75K $222K
BDX
Becton Dickinson & CO

Healthcare
-183
- 5.75%
$220.02 - $243.75 $40.3K - $44.6K
3K $680K
ORCL
Oracle Corp

Technology
-317
- 3.8%
$165.41 - $192.43 $52.4K - $61K
8.03K $1.34M
VZ
Verizon Communications Inc

Communication Services
-673
- 6.43%
$39.6 - $45.21 $26.7K - $30.4K
9.79K $391K
COST
Costco Wholesale Corp

Consumer Defensive
-110
- 14.07%
$873.59 - $994.69 $96.1K - $109K
672 $615K
MBB
Ishares Tr

ETFs
-531
- 7.68%
$91.26 - $95.82 $48.5K - $50.9K
6.38K $584K
FDX
Fedex Corp

Industrials
-343
- 13.51%
$260.5 - $305.15 $89.4K - $105K
2.2K $617K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-959
- 21.35%
$83.09 - $89.28 $79.7K - $85.6K
3.53K $300K
CSX
Csx Corp

Industrials
-1.04K
- 5.61%
$31.58 - $36.88 $32.8K - $38.4K
17.5K $564K
CAT
Caterpillar Inc

Industrials
-79
- 5.01%
$360.37 - $416.88 $28.5K - $32.9K
1.5K $543K
CMCSA
Comcast Corp

Communication Services
-1.02K
- 13.43%
$37.39 - $45.14 $38.2K - $46.2K
6.6K $247K
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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