0001729516-23-000004.txt : 20231031 0001729516-23-000004.hdr.sgml : 20231031 20231031135116 ACCESSION NUMBER: 0001729516-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bigelow Investment Advisors, LLC CENTRAL INDEX KEY: 0001729516 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: 231363827 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 X0202 13F-HR LIVE false false false 0001729516 XXXXXXXX 09-30-2023 09-30-2023 false Bigelow Investment Advisors, LLC

4 Moulton Street Portland ME 04101

13F HOLDINGS REPORT 028-18309 000143733 801-67875 N Racquel Tibbetts 207-772-2900 /s/ Racquel Tibbetts Portland ME 10-31-2023 0 146 174154689 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 253804 2711 SH SOLE 2711 0 0 ADOBE INC COM 00724F101 553242 1085 SH SOLE 1085 0 0 ALPHABET INC CAP STK CL C 02079K107 1924219 14594 SH SOLE 14594 0 0 ALPHABET INC CAP STK CL A 02079K305 2065102 15781 SH SOLE 15781 0 0 AMAZON COM INC COM 023135106 1418024 11155 SH SOLE 11155 0 0 AMERICAN EXPRESS CO COM 025816109 1496227 10029 SH SOLE 10029 0 0 ANALOG DEVICES INC COM 032654105 215186 1229 SH SOLE 1229 0 0 APPLE INC COM 037833100 5535048 32329 SH SOLE 32329 0 0 APPLIED MATLS INC COM 038222105 259455 1874 SH SOLE 1874 0 0 ARISTA NETWORKS INC COM 040413106 352962 1919 SH SOLE 1919 0 0 BANK AMERICA CORP COM 060505104 548339 20027 SH SOLE 20027 0 0 BECTON DICKINSON & CO COM 075887109 849013 3284 SH SOLE 3284 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 761552 2174 SH SOLE 2174 0 0 BLACKSTONE INC COM 09260D107 322384 3009 SH SOLE 3009 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 386430 6658 SH SOLE 6658 0 0 CATERPILLAR INC COM 149123101 409500 1500 SH SOLE 1500 0 0 CHEVRON CORP NEW COM 166764100 327797 1944 SH SOLE 1944 0 0 CISCO SYS INC COM 17275R102 1683333 31312 SH SOLE 31312 0 0 CLOROX CO DEL COM 189054109 263824 2013 SH SOLE 2013 0 0 CME GROUP INC COM 12572Q105 633496 3164 SH SOLE 3164 0 0 COLGATE PALMOLIVE CO COM 194162103 633590 8910 SH SOLE 8910 0 0 COMCAST CORP NEW CL A 20030N101 529730 11947 SH SOLE 11947 0 0 COSTCO WHSL CORP NEW COM 22160K105 478521 847 SH SOLE 847 0 0 CSX CORP COM 126408103 392186 12754 SH SOLE 12754 0 0 DANAHER CORPORATION COM 235851102 1405983 5667 SH SOLE 5667 0 0 DEERE & CO COM 244199105 553616 1467 SH SOLE 1467 0 0 DISNEY WALT CO COM 254687106 1278726 15777 SH SOLE 15777 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 568041 6436 SH SOLE 6436 0 0 EATON CORP PLC SHS G29183103 886605 4157 SH SOLE 4157 0 0 ECOLAB INC COM 278865100 835820 4934 SH SOLE 4934 0 0 ELECTRONIC ARTS INC COM 285512109 350364 2910 SH SOLE 2910 0 0 ENPHASE ENERGY INC COM 29355A107 240300 2000 SH SOLE 2000 0 0 EXXON MOBIL CORP COM 30231G102 1568635 13341 SH SOLE 13341 0 0 FEDEX CORP COM 31428X106 727205 2745 SH SOLE 2745 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1364811 28891 SH SOLE 28891 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 1275856 52097 SH SOLE 52097 0 0 FORD MTR CO DEL COM 345370860 229099 18446 SH SOLE 18446 0 0 GARMIN LTD SHS H2906T109 859589 8171 SH SOLE 8171 0 0 GENERAL DYNAMICS CORP COM 369550108 1035907 4688 SH SOLE 4688 0 0 GILEAD SCIENCES INC COM 375558103 387290 5168 SH SOLE 5168 0 0 HOME DEPOT INC COM 437076102 1164525 3854 SH SOLE 3854 0 0 HONEYWELL INTL INC COM 438516106 298170 1614 SH SOLE 1614 0 0 IDEXX LABS INC COM 45168D104 697446 1595 SH SOLE 1595 0 0 ILLINOIS TOOL WKS INC COM 452308109 252420 1096 SH SOLE 1096 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 357765 2550 SH SOLE 2550 0 0 INTUIT COM 461202103 329045 644 SH SOLE 644 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 470978 3324 SH SOLE 3324 0 0 ISHARES GOLD TR ISHARES NEW 464285204 2771068 79196 SH SOLE 79196 0 0 ISHARES INC CORE MSCI EMKT 46434G103 949230 19946 SH SOLE 19946 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 227131 7501 SH SOLE 7501 0 0 ISHARES TR ISHARES BIOTECH 464287556 285058 2331 SH SOLE 2331 0 0 ISHARES TR TIPS BD ETF 464287176 927775 8945 SH SOLE 8945 0 0 ISHARES TR CORE US AGGBD ET 464287226 2401782 25540 SH SOLE 25540 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 270931 2958 SH SOLE 2958 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 326957 4038 SH SOLE 4038 0 0 ISHARES TR JPMORGAN USD EMG 464288281 255647 3098 SH SOLE 3098 0 0 ISHARES TR MBS ETF 464288588 875923 9864 SH SOLE 9864 0 0 ISHARES TR INTRM GOV CR ETF 464288612 586091 5784 SH SOLE 5784 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 901443 18529 SH SOLE 18529 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1436534 15967 SH SOLE 15967 0 0 ISHARES TR MSCI KLD400 SOC 464288570 751445 9230 SH SOLE 9230 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 2655170 53285 SH SOLE 53285 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 468268 6774 SH SOLE 6774 0 0 ISHARES TR HDG MSCI EAFE 46434V803 298469 9916 SH SOLE 9916 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3069495 47700 SH SOLE 47700 0 0 ISHARES TR MSCI EAFE ETF 464287465 306763 4451 SH SOLE 4451 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 604188 3419 SH SOLE 3419 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 587414 5191 SH SOLE 5191 0 0 ISHARES TR U.S. FINLS ETF 464287788 557710 7460 SH SOLE 7460 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3303154 35017 SH SOLE 35017 0 0 ISHARES TR A RATE CP BD ETF 46429B291 1199534 26609 SH SOLE 26609 0 0 ISHARES TR GNMA BOND ETF 46429B333 2973804 71178 SH SOLE 71178 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 2140230 42056 SH SOLE 42056 0 0 ISHARES TR CORE S&P500 ETF 464287200 10025473 23346 SH SOLE 23346 0 0 ISHARES TR CONV BD ETF 46435G102 438730 5912 SH SOLE 5912 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4379011 17562 SH SOLE 17562 0 0 ISHARES TR TRS FLT RT BD 46434V860 621514 12249 SH SOLE 12249 0 0 ISHARES TR RUS 1000 ETF 464287622 227863 970 SH SOLE 970 0 0 ISHARES TR ESG AWRE USD ETF 46435G193 223980 10293 SH SOLE 10293 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 285883 12027 SH SOLE 12027 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 996009 10606 SH SOLE 10606 0 0 ISHARES TR CORE INTL AGGR 46435G672 789992 16195 SH SOLE 16195 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 284609 1070 SH SOLE 1070 0 0 ISHARES TR BROAD USD HIGH 46435U853 216209 6229 SH SOLE 6229 0 0 JOHNSON & JOHNSON COM 478160104 2914394 18712 SH SOLE 18712 0 0 JPMORGAN CHASE & CO COM 46625H100 1461947 10081 SH SOLE 10081 0 0 LOWES COS INC COM 548661107 859069 4133 SH SOLE 4133 0 0 MARATHON PETE CORP COM 56585A102 242144 1600 SH SOLE 1600 0 0 MASTERCARD INCORPORATED CL A 57636Q104 774004 1955 SH SOLE 1955 0 0 MCCORMICK & CO INC COM NON VTG 579780206 539238 7129 SH SOLE 7129 0 0 MCDONALDS CORP COM 580135101 366445 1391 SH SOLE 1391 0 0 MEDTRONIC PLC SHS G5960L103 862038 11001 SH SOLE 11001 0 0 MERCK & CO INC COM 58933Y105 1616418 15701 SH SOLE 15701 0 0 META PLATFORMS INC CL A 30303M102 513659 1711 SH SOLE 1711 0 0 MICROSOFT CORP COM 594918104 3729008 11810 SH SOLE 11810 0 0 NETFLIX INC COM 64110L106 288864 765 SH SOLE 765 0 0 NEXTERA ENERGY INC COM 65339F101 1402115 24474 SH SOLE 24474 0 0 NIKE INC CL B 654106103 1124109 11756 SH SOLE 11756 0 0 NORFOLK SOUTHN CORP COM 655844108 542936 2757 SH SOLE 2757 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 200111 5747 SH SOLE 5747 0 0 NVIDIA CORPORATION COM 67066G104 1510720 3473 SH SOLE 3473 0 0 ORACLE CORP COM 68389X105 918962 8676 SH SOLE 8676 0 0 PAYPAL HLDGS INC COM 70450Y103 393436 6730 SH SOLE 6730 0 0 PEPSICO INC COM 713448108 1922466 11346 SH SOLE 11346 0 0 PFIZER INC COM 717081103 893202 26928 SH SOLE 26928 0 0 PROCTER AND GAMBLE CO COM 742718109 1801663 12352 SH SOLE 12352 0 0 ROLLINS INC COM 775711104 963114 25800 SH SOLE 25800 0 0 RTX CORPORATION COM 75513E101 1100061 15285 SH SOLE 15285 0 0 SALESFORCE INC COM 79466L302 381024 1879 SH SOLE 1879 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1509570 34130 SH SOLE 34130 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 472768 11414 SH SOLE 11414 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2438058 50910 SH SOLE 50910 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1398321 27695 SH SOLE 27695 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 893444 13201 SH SOLE 13201 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 411762 12125 SH SOLE 12125 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 530764 8234 SH SOLE 8234 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2351619 32338 SH SOLE 32338 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1743155 34968 SH SOLE 34968 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4859725 96042 SH SOLE 96042 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 292822 16497 SH SOLE 16497 0 0 SOUTHERN COPPER CORP COM 84265V105 463937 6162 SH SOLE 6162 0 0 SPDR GOLD TR GOLD SHS 78463V107 306896 1790 SH SOLE 1790 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11820828 27652 SH SOLE 27652 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 473447 6983 SH SOLE 6983 0 0 STARBUCKS CORP COM 855244109 954228 10455 SH SOLE 10455 0 0 SYSCO CORP COM 871829107 273843 4146 SH SOLE 4146 0 0 TEXAS INSTRS INC COM 882508104 1186374 7461 SH SOLE 7461 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1135339 2243 SH SOLE 2243 0 0 TJX COS INC NEW COM 872540109 1136242 12784 SH SOLE 12784 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 265000 1306 SH SOLE 1306 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1256000 8058 SH SOLE 8058 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2774053 5502 SH SOLE 5502 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 855693 2179 SH SOLE 2179 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1807934 46109 SH SOLE 46109 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 398370 5301 SH SOLE 5301 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1623251 21364 SH SOLE 21364 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7467874 48062 SH SOLE 48062 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1779797 40709 SH SOLE 40709 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 710325 6875 SH SOLE 6875 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 376729 908 SH SOLE 908 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1267189 5390 SH SOLE 5390 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 225746 1770 SH SOLE 1770 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 648848 20020 SH SOLE 20020 0 0 VISA INC COM CL A 92826C839 945801 4112 SH SOLE 4112 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 237770 3745 SH SOLE 3745 0 0 XCEL ENERGY INC COM 98389B100 488373 8535 SH SOLE 8535 0 0