0001729516-24-000001.txt : 20240131
0001729516-24-000001.hdr.sgml : 20240131
20240131134433
ACCESSION NUMBER: 0001729516-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240131
DATE AS OF CHANGE: 20240131
EFFECTIVENESS DATE: 20240131
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bigelow Investment Advisors, LLC
CENTRAL INDEX KEY: 0001729516
ORGANIZATION NAME:
IRS NUMBER: 208676315
STATE OF INCORPORATION: ME
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18309
FILM NUMBER: 24581985
BUSINESS ADDRESS:
STREET 1: 4 MOULTON STREET
CITY: PORTLAND
STATE: ME
ZIP: 04101
BUSINESS PHONE: 207-772-2900
MAIL ADDRESS:
STREET 1: 4 MOULTON STREET
CITY: PORTLAND
STATE: ME
ZIP: 04101
13F-HR
1
primary_doc.xml
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false
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0001729516
XXXXXXXX
12-31-2023
12-31-2023
false
Bigelow Investment Advisors, LLC
4 Moulton Street
Portland
ME
04101
13F HOLDINGS REPORT
028-18309
000143733
801-67875
N
Racquel Tibbetts
CCO
207-772-2900
/s/ Racquel Tibbetts
Portland
ME
01-31-2024
0
150
184931660
INFORMATION TABLE
2
infotable.xml
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COM
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ADOBE INC
COM
00724F101
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1080
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SOLE
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0
ALPHABET INC
CAP STK CL C
02079K107
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14529
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SOLE
14529
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ALPHABET INC
CAP STK CL A
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AMAZON COM INC
COM
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10863
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AMERICAN EXPRESS CO
COM
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10189
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ANALOG DEVICES INC
COM
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1229
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0
0
APPLE INC
COM
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31940
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APPLIED MATLS INC
COM
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COM
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COM
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COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKSTONE INC
COM
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COM
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COM
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COM
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COM
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CME GROUP INC
COM
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COM
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COM
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CSX CORP
COM
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COM
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DEERE & CO
COM
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COM
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DUKE ENERGY CORP NEW
COM NEW
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EATON CORP PLC
SHS
G29183103
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ECOLAB INC
COM
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ELECTRONIC ARTS INC
COM
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ELEVANCE HEALTH INC
COM
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SH
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ENPHASE ENERGY INC
COM
29355A107
264280
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SH
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EXXON MOBIL CORP
COM
30231G102
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FEDEX CORP
COM
31428X106
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FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
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FORD MTR CO DEL
COM
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235925
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SOLE
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GARMIN LTD
SHS
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GENERAL DYNAMICS CORP
COM
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GILEAD SCIENCES INC
COM
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HOME DEPOT INC
COM
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SOLE
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HONEYWELL INTL INC
COM
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SH
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
COM
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INTEL CORP
COM
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225773
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SH
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INTERNATIONAL BUSINESS MACHS
COM
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SOLE
2550
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INTUIT
COM
461202103
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SH
SOLE
659
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
524527
3324
SH
SOLE
3324
0
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ISHARES GOLD TR
ISHARES NEW
464285204
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ISHARES INC
CORE MSCI EMKT
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ISHARES INC
ESG AWR MSCI EM
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RUSSELL 2000 ETF
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CORE S&P SCP ETF
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MSCI USA ESG SLC
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1 3 YR TREAS BD
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MBS ETF
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MSCI EAFE ETF
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RUS 1000 ETF
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CORE S&P MCP ETF
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HDG MSCI EAFE
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ISHS 1-5YR INVS
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COM
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COM
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COM
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MARATHON PETE CORP
COM
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MASTERCARD INCORPORATED
CL A
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SOLE
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MCCORMICK & CO INC
COM NON VTG
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SOLE
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COM
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SOLE
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MEDTRONIC PLC
SHS
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MERCK & CO INC
COM
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META PLATFORMS INC
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SOLE
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MICROSOFT CORP
COM
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NETFLIX INC
COM
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SOLE
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NORFOLK SOUTHN CORP
COM
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NVIDIA CORPORATION
COM
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ORACLE CORP
COM
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SOLE
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PAYPAL HLDGS INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PROCTER AND GAMBLE CO
COM
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SOLE
12303
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ROLLINS INC
COM
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SOLE
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RTX CORPORATION
COM
75513E101
1306105
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SOLE
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SALESFORCE INC
COM
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SH
SOLE
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SCHWAB STRATEGIC TR
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SOLE
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SCHWAB STRATEGIC TR
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SOLE
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
US REIT ETF
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SCHWAB STRATEGIC TR
SHT TM US TRES
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SOLE
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SCHWAB STRATEGIC TR
US LCAP VA ETF
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SH
SOLE
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0
SCHWAB STRATEGIC TR
US MID-CAP ETF
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SH
SOLE
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0
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COM
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SH
SOLE
6162
0
0
SPDR GOLD TR
GOLD SHS
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336459
1760
SH
SOLE
1760
0
0
SPDR S&P 500 ETF TR
TR UNIT
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SH
SOLE
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0
SPDR SER TR
BBG CONV SEC ETF
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402813
5583
SH
SOLE
5583
0
0
STARBUCKS CORP
COM
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1013290
10554
SH
SOLE
10554
0
0
SYSCO CORP
COM
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SOLE
4632
0
0
TEXAS INSTRS INC
COM
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THERMO FISHER SCIENTIFIC INC
COM
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TJX COS INC NEW
COM
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TRANE TECHNOLOGIES PLC
SHS
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SOLE
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UNITED PARCEL SERVICE INC
CL B
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7950
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SOLE
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UNITEDHEALTH GROUP INC
COM
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SH
SOLE
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VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
951787
2179
SH
SOLE
2179
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
205195
865
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SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SOLE
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0
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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1865114
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SOLE
22947
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0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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425458
5499
SH
SOLE
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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SOLE
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
569090
5098
SH
SOLE
5098
0
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VANGUARD WORLD FDS
INF TECH ETF
92204A702
410432
848
SH
SOLE
848
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1191326
4752
SH
SOLE
4752
0
0
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
239873
1750
SH
SOLE
1750
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
564708
14979
SH
SOLE
14979
0
0
VISA INC
COM CL A
92826C839
1084618
4166
SH
SOLE
4166
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
263199
3745
SH
SOLE
3745
0
0
XCEL ENERGY INC
COM
98389B100
482960
7801
SH
SOLE
7801
0
0