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
DUK
Duke Energy Corp

Utilities
-131
- 1.96%
$105.76 - $120.76 $13.9K - $15.8K
6.55K $705K
TIP
Ishares Tr Tips Bd ETF

ETFs
-303
- 3.67%
$106.33 - $110.69 $32.2K - $33.5K
7.94K $846K
NSC
Norfolk Southern Corp

Industrials
-150
- 7.02%
$230.6 - $277.0 $34.6K - $41.6K
1.99K $466K
MKC
Mccormick & CO Inc

Consumer Defensive
-212
- 2.96%
$73.97 - $84.09 $15.7K - $17.8K
6.95K $530K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.14K
- 9.78%
$50.37 - $50.63 $57.2K - $57.5K
10.5K $528K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-200
- 21.74%
$311.11 - $335.64 $62.2K - $67.1K
720 $231K
DE
Deere & CO

Industrials
-155
- 9.18%
$389.45 - $466.0 $60.4K - $72.2K
1.53K $649K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-602
- 4.47%
$49.87 - $52.46 $30K - $31.6K
12.9K $642K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-90
- 4.44%
$442.29 - $483.08 $39.8K - $43.5K
1.94K $878K
MUB
Ishares National Muni Bond ETF

ETFs
-330
- 5.33%
$105.78 - $108.7 $34.9K - $35.9K
5.86K $624K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-426
- 5.58%
$124.61 - $133.96 $53.1K - $57.1K
7.21K $929K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-488
- 9.65%
$76.21 - $82.24 $37.2K - $40.1K
4.57K $355K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-67
- 6.6%
$521.84 - $558.82 $35K - $37.4K
948 $510K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-115
- 13.64%
$370.24 - $418.94 $42.6K - $48.2K
728 $292K
TT
Trane Technologies PLC

Industrials
-3
- 0.27%
$369.35 - $419.14 $1.11K - $1.26K
1.11K $408K
GLD
Spdr Gold Trust

ETFs
-45
- 2.88%
$236.59 - $257.5 $10.6K - $11.6K
1.52K $367K
VGT
Vanguard Information Technolog

ETFs
-62
- 7.98%
$571.78 - $647.97 $35.5K - $40.2K
715 $444K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-40
- 0.8%
$77.86 - $79.27 $3.11K - $3.17K
4.94K $385K
IBM
International Business Machines Corp

Technology
-15
- 0.61%
$204.9 - $238.04 $3.07K - $3.57K
2.45K $538K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-21
- 0.44%
$41.74 - $46.2 $877 - $970
4.8K $201K
ABT
Abbott Laboratories

Healthcare
-10
- 0.51%
$111.93 - $119.39 $1.12K - $1.19K
1.94K $219K
CME
Cme Group Inc.

Financial Services
-145
- 5.07%
$221.17 - $246.02 $32.1K - $35.7K
2.72K $630K
HON
Honeywell International Inc

Industrials
-192
- 8.08%
$202.84 - $236.0 $38.9K - $45.3K
2.18K $493K
TJX
Tjx Companies Inc

Consumer Cyclical
-303
- 2.46%
$112.15 - $127.2 $34K - $38.5K
12K $1.45M
META
Meta Platforms, Inc.

Communication Services
-40
- 2.56%
$554.08 - $632.68 $22.2K - $25.3K
1.52K $897K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-464
- 4.57%
$77.25 - $91.3 $35.8K - $42.4K
9.69K $827K
CRM
Salesforce, Inc.

Technology
-254
- 12.56%
$270.87 - $367.87 $68.8K - $93.4K
1.77K $591K
GILD
Gilead Sciences, Inc.

Healthcare
-25
- 0.49%
$83.95 - $97.9 $2.1K - $2.45K
5.09K $470K
BAC
Bank Of America Corp

Financial Services
-702
- 3.22%
$39.22 - $47.77 $27.5K - $33.5K
21.1K $926K
CSCO
Cisco Systems, Inc.

Technology
-1.9K
- 6.39%
$52.45 - $60.02 $99.5K - $114K
27.8K $1.65M
AXP
American Express CO

Financial Services
-630
- 6.39%
$267.35 - $305.57 $168K - $193K
9.23K $2.74M
V
Visa Inc.

Financial Services
-160
- 3.93%
$273.87 - $320.91 $43.8K - $51.3K
3.91K $1.24M
GOOG
Alphabet Inc.

Communication Services
-932
- 7.26%
$163.08 - $198.16 $152K - $185K
11.9K $2.27M
NFLX
Netflix Inc

Communication Services
-36
- 3.6%
$687.65 - $936.56 $24.8K - $33.7K
964 $859K
GOOGL
Alphabet Inc.

Communication Services
-1.02K
- 6.57%
$161.86 - $196.66 $166K - $201K
14.6K $2.76M
DIS
Walt Disney CO

Communication Services
-416
- 2.76%
$92.39 - $117.6 $38.4K - $48.9K
14.7K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
-598
- 5.23%
$205.18 - $250.29 $123K - $150K
10.8K $2.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-682
- 5.89%
$180.88 - $232.93 $123K - $159K
10.9K $2.39M
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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