Bigelow Investment Advisors, LLC Reduced Holdings in Q3 2024

Bigelow Investment Advisors, LLC

  • $223 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-415
- 3.13%
$149.54 - $192.66 $62.1K - $80K
12.8K $2.14M
SCHO
Schwab Short Term Us Treasury

ETFs
-5.7K
- 13.11%
$47.93 - $49.06 $273K - $280K
37.8K $1.85M
MSFT
Microsoft Corp

Technology
-66
- 0.57%
$395.15 - $467.56 $26.1K - $30.9K
11.4K $4.92M
MRK
Merck & Co., Inc.

Healthcare
-528
- 3.76%
$111.15 - $128.97 $58.7K - $68.1K
13.5K $1.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.27K
- 7.85%
$61.11 - $67.85 $444K - $493K
85.4K $5.79M
MUB
Ishares National Muni Bond ETF

ETFs
-1.44K
- 18.82%
$106.13 - $108.7 $152K - $156K
6.19K $672K
VIG
Vanguard Dividend Appreciation

ETFs
-507
- 0.97%
$182.15 - $182.15 $92.4K - $92.4K
51.7K $9.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.58K
- 12.17%
$45.2 - $47.87 $162K - $171K
25.8K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-252
- 19.89%
$475.2 - $527.7 $120K - $133K
1.02K $535K
NVDA
Nvidia Corp

Technology
-103
- 0.38%
$98.91 - $134.91 $10.2K - $13.9K
26.8K $3.25M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.39K
- 6.59%
$51.58 - $53.79 $71.6K - $74.7K
19.7K $1.06M
CVX
Chevron Corp

Energy
-161
- 8.99%
$137.88 - $161.97 $22.2K - $26.1K
1.63K $240K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-117
- 12.19%
$332.02 - $382.76 $38.8K - $44.8K
843 $316K
TXN
Texas Instruments Inc

Technology
-161
- 2.25%
$194.6 - $194.6 $31.3K - $31.3K
7.01K $1.36M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-472
- 1.04%
$50.63 - $51.11 $23.9K - $24.1K
45.1K $2.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.27K
- 6.35%
$59.93 - $66.52 $136K - $151K
33.5K $2.23M
AMD
Advanced Micro Devices Inc

Technology
-134
- 4.2%
$128.67 - $183.96 $17.2K - $24.7K
3.06K $501K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-585
- 9.81%
$36.06 - $37.66 $21.1K - $22K
5.38K $202K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-885
- 7.83%
$24.38 - $25.2 $21.6K - $22.3K
10.4K $262K
TFLO
Ishares Treasury Floating Rate

ETFs
-220
- 1.86%
$50.42 - $50.66 $11.1K - $11.1K
11.6K $587K
UPS
United Parcel Service Inc

Industrials
-7
- 0.09%
$123.32 - $147.38 $863 - $1.03K
7.87K $1.07M
ITW
Illinois Tool Works Inc

Industrials
-120
- 10.95%
$233.14 - $263.97 $28K - $31.7K
976 $255K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-375
- 6.9%
$71.19 - $76.59 $26.7K - $28.7K
5.06K $387K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-320
- 6.65%
$77.24 - $83.67 $24.7K - $26.8K
4.49K $375K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-438
- 5.42%
$113.45 - $126.18 $49.7K - $55.3K
7.64K $963K
IYF
Ishares Tr

ETFs
-600
- 8.92%
$93.83 - $105.05 $56.3K - $63K
6.13K $636K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-363
- 4.32%
$97.81 - $108.79 $35.5K - $39.5K
8.04K $874K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-215
- 2.4%
$22.51 - $23.92 $4.84K - $5.14K
8.74K $207K
VGT
Vanguard Information Technolog

ETFs
-5
- 0.64%
$514.43 - $606.85 $2.57K - $3.03K
777 $455K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-145
- 4.27%
$75.32 - $84.37 $10.9K - $12.2K
3.25K $271K
EA
Electronic Arts Inc.

Communication Services
-34
- 1.15%
$137.32 - $151.82 $4.67K - $5.16K
2.93K $420K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-44
- 1.43%
$114.73 - $120.23 $5.05K - $5.29K
3.03K $362K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 2.65%
$283.28 - $314.39 $7.08K - $7.86K
920 $289K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.14K
- 2.35%
$51.02 - $52.74 $58.3K - $60.3K
47.6K $2.5M
CSX
Csx Corp

Industrials
-291
- 1.55%
$32.48 - $35.45 $9.45K - $10.3K
18.5K $639K
BDX
Becton Dickinson & CO

Healthcare
-60
- 1.85%
$221.47 - $242.41 $13.3K - $14.5K
3.18K $767K
TIP
Ishares Tr Tips Bd ETF

ETFs
-179
- 2.12%
$105.92 - $110.83 $19K - $19.8K
8.25K $910K
PFE
Pfizer Inc

Healthcare
-555
- 1.8%
$27.7 - $31.39 $15.4K - $17.4K
30.2K $874K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-312
- 2.83%
$36.98 - $41.55 $11.5K - $13K
10.7K $441K
ABT
Abbott Laboratories

Healthcare
-25
- 1.27%
$100.07 - $118.13 $2.5K - $2.95K
1.95K $222K
VZ
Verizon Communications Inc

Communication Services
-402
- 3.7%
$38.89 - $45.0 $15.6K - $18.1K
10.5K $470K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-40
- 0.3%
$49.77 - $51.95 $1.99K - $2.08K
13.5K $697K
MBB
Ishares Tr

ETFs
-15
- 0.22%
$90.85 - $96.66 $1.36K - $1.45K
6.91K $662K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-314
- 2.74%
$46.9 - $51.96 $14.7K - $16.3K
11.2K $574K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-414
- 1.88%
$46.5 - $49.42 $19.3K - $20.5K
21.5K $1.06M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5
- 0.08%
$75.63 - $84.89 $378 - $424
6.05K $509K
TJX
Tjx Companies Inc

Consumer Cyclical
-511
- 3.98%
$107.93 - $120.23 $55.2K - $61.4K
12.3K $1.45M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-281
- 2.25%
$75.47 - $83.18 $21.2K - $23.4K
12.2K $1.02M
PEP
Pepsico Inc

Consumer Defensive
-69
- 0.64%
$161.9 - $179.3 $11.2K - $12.4K
10.8K $1.83M
Activity Summary
Buys All Purchases 69 New Holdings 3 Increased Positions 66 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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