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 X0202 13F-HR LIVE false false false 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 3M CO COM 88579Y101 266850 2441 SH SOLE 2441 0 0 ABBOTT LABS COM 002824100 219480 1994 SH SOLE 1994 0 0 ABBVIE INC COM 00287Y109 255391 1648 SH SOLE 1648 0 0 ADOBE INC COM 00724F101 644328 1080 SH SOLE 1080 0 0 ALPHABET INC CAP STK CL C 02079K107 2047572 14529 SH SOLE 14529 0 0 ALPHABET INC CAP STK CL A 02079K305 2225262 15930 SH SOLE 15930 0 0 AMAZON COM INC COM 023135106 1650524 10863 SH SOLE 10863 0 0 AMERICAN EXPRESS CO COM 025816109 1908807 10189 SH SOLE 10189 0 0 ANALOG DEVICES INC COM 032654105 244030 1229 SH SOLE 1229 0 0 APPLE INC COM 037833100 6149408 31940 SH SOLE 31940 0 0 APPLIED MATLS INC COM 038222105 309878 1912 SH SOLE 1912 0 0 ARISTA NETWORKS INC COM 040413106 463013 1966 SH SOLE 1966 0 0 AUTODESK INC COM 052769106 237393 975 SH SOLE 975 0 0 BANK AMERICA CORP COM 060505104 701683 20840 SH SOLE 20840 0 0 BECTON DICKINSON & CO COM 075887109 762944 3129 SH SOLE 3129 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 746489 2093 SH SOLE 2093 0 0 BLACKSTONE INC COM 09260D107 403888 3085 SH SOLE 3085 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 308117 6005 SH SOLE 6005 0 0 CATERPILLAR INC COM 149123101 451488 1527 SH SOLE 1527 0 0 CHEVRON CORP NEW COM 166764100 267146 1791 SH SOLE 1791 0 0 CISCO SYS INC COM 17275R102 1540809 30499 SH SOLE 30499 0 0 CLOROX CO DEL COM 189054109 274201 1923 SH SOLE 1923 0 0 CME GROUP INC COM 12572Q105 658546 3127 SH SOLE 3127 0 0 COLGATE PALMOLIVE CO COM 194162103 705991 8857 SH SOLE 8857 0 0 COMCAST CORP NEW CL A 20030N101 505897 11537 SH SOLE 11537 0 0 COSTCO WHSL CORP NEW COM 22160K105 516183 782 SH SOLE 782 0 0 CSX CORP COM 126408103 442077 12751 SH SOLE 12751 0 0 DANAHER CORPORATION COM 235851102 1333444 5764 SH SOLE 5764 0 0 DEERE & CO COM 244199105 525029 1313 SH SOLE 1313 0 0 DISNEY WALT CO COM 254687106 1420984 15738 SH SOLE 15738 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 637165 6566 SH SOLE 6566 0 0 EATON CORP PLC SHS G29183103 809637 3362 SH SOLE 3362 0 0 ECOLAB INC COM 278865100 932047 4699 SH SOLE 4699 0 0 ELECTRONIC ARTS INC COM 285512109 412345 3014 SH SOLE 3014 0 0 ELEVANCE HEALTH INC COM 036752103 203242 431 SH SOLE 431 0 0 ENPHASE ENERGY INC COM 29355A107 264280 2000 SH SOLE 2000 0 0 EXXON MOBIL CORP COM 30231G102 1310838 13111 SH SOLE 13111 0 0 FEDEX CORP COM 31428X106 673406 2662 SH SOLE 2662 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1494441 30928 SH SOLE 30928 0 0 FORD MTR CO DEL COM 345370860 235925 19354 SH SOLE 19354 0 0 GARMIN LTD SHS H2906T109 1034747 8050 SH SOLE 8050 0 0 GENERAL DYNAMICS CORP COM 369550108 1217333 4688 SH SOLE 4688 0 0 GILEAD SCIENCES INC COM 375558103 418660 5168 SH SOLE 5168 0 0 HOME DEPOT INC COM 437076102 1331445 3842 SH SOLE 3842 0 0 HONEYWELL INTL INC COM 438516106 365105 1741 SH SOLE 1741 0 0 IDEXX LABS INC COM 45168D104 884750 1594 SH SOLE 1594 0 0 ILLINOIS TOOL WKS INC COM 452308109 287086 1096 SH SOLE 1096 0 0 INTEL CORP COM 458140100 225773 4493 SH SOLE 4493 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 417053 2550 SH SOLE 2550 0 0 INTUIT COM 461202103 411895 659 SH SOLE 659 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 524527 3324 SH SOLE 3324 0 0 ISHARES GOLD TR ISHARES NEW 464285204 3229772 82751 SH SOLE 82751 0 0 ISHARES INC CORE MSCI EMKT 46434G103 924046 18269 SH SOLE 18269 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 225960 7048 SH SOLE 7048 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 639231 3185 SH SOLE 3185 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4015209 37092 SH SOLE 37092 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1544820 15370 SH SOLE 15370 0 0 ISHARES TR MSCI KLD400 SOC 464288570 799999 8786 SH SOLE 8786 0 0 ISHARES TR CONV BD ETF 46435G102 410554 5224 SH SOLE 5224 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 230040 2804 SH SOLE 2804 0 0 ISHARES TR CORE US AGGBD ET 464287226 2178041 21945 SH SOLE 21945 0 0 ISHARES TR U.S. FINLS ETF 464287788 628618 7360 SH SOLE 7360 0 0 ISHARES TR NATIONAL MUN ETF 464288414 847549 7818 SH SOLE 7818 0 0 ISHARES TR JPMORGAN USD EMG 464288281 218999 2459 SH SOLE 2459 0 0 ISHARES TR MBS ETF 464288588 674460 7169 SH SOLE 7169 0 0 ISHARES TR INTRM GOV CR ETF 464288612 351585 3356 SH SOLE 3356 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 284980 940 SH SOLE 940 0 0 ISHARES TR MSCI EAFE ETF 464287465 255663 3393 SH SOLE 3393 0 0 ISHARES TR RUS 1000 ETF 464287622 254392 970 SH SOLE 970 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3255868 46281 SH SOLE 46281 0 0 ISHARES TR CORE S&P500 ETF 464287200 11762116 24626 SH SOLE 24626 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4848914 17496 SH SOLE 17496 0 0 ISHARES TR HDG MSCI EAFE 46434V803 636184 20190 SH SOLE 20190 0 0 ISHARES TR TIPS BD ETF 464287176 959348 8925 SH SOLE 8925 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 819996 15769 SH SOLE 15769 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 2163851 42201 SH SOLE 42201 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 409721 3498 SH SOLE 3498 0 0 ISHARES TR A RATE CP BD ETF 46429B291 1106509 22990 SH SOLE 22990 0 0 ISHARES TR GNMA BOND ETF 46429B333 2897919 65490 SH SOLE 65490 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1029790 9815 SH SOLE 9815 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 2128014 42039 SH SOLE 42039 0 0 ISHARES TR TRS FLT RT BD 46434V860 607154 12030 SH SOLE 12030 0 0 ISHARES TR ESG AWRE USD ETF 46435G193 205153 8816 SH SOLE 8816 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 271533 11092 SH SOLE 11092 0 0 ISHARES TR CORE INTL AGGR 46435G672 717867 14415 SH SOLE 14415 0 0 ISHARES TR ISHARES BIOTECH 464287556 550600 4053 SH SOLE 4053 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 496504 6573 SH SOLE 6573 0 0 ISHARES TR BROAD USD HIGH 46435U853 212684 5851 SH SOLE 5851 0 0 JOHNSON & JOHNSON COM 478160104 2880568 18378 SH SOLE 18378 0 0 JPMORGAN CHASE & CO COM 46625H100 1722092 10124 SH SOLE 10124 0 0 LOWES COS INC COM 548661107 956012 4296 SH SOLE 4296 0 0 MARATHON PETE CORP COM 56585A102 237376 1600 SH SOLE 1600 0 0 MASTERCARD INCORPORATED CL A 57636Q104 834254 1956 SH SOLE 1956 0 0 MCCORMICK & CO INC COM NON VTG 579780206 473603 6922 SH SOLE 6922 0 0 MCDONALDS CORP COM 580135101 412445 1391 SH SOLE 1391 0 0 MEDTRONIC PLC SHS G5960L103 887068 10768 SH SOLE 10768 0 0 MERCK & CO INC COM 58933Y105 1679017 15401 SH SOLE 15401 0 0 META PLATFORMS INC CL A 30303M102 594653 1680 SH SOLE 1680 0 0 MICROSOFT CORP COM 594918104 4236843 11267 SH SOLE 11267 0 0 NETFLIX INC COM 64110L106 422125 867 SH SOLE 867 0 0 NEXTERA ENERGY INC COM 65339F101 1353348 22281 SH SOLE 22281 0 0 NIKE INC CL B 654106103 1288292 11866 SH SOLE 11866 0 0 NORFOLK SOUTHN CORP COM 655844108 578185 2446 SH SOLE 2446 0 0 NVIDIA CORPORATION COM 67066G104 1558457 3147 SH SOLE 3147 0 0 ORACLE CORP COM 68389X105 910493 8636 SH SOLE 8636 0 0 PAYPAL HLDGS INC COM 70450Y103 364407 5934 SH SOLE 5934 0 0 PEPSICO INC COM 713448108 1876222 11047 SH SOLE 11047 0 0 PFIZER INC COM 717081103 702821 24412 SH SOLE 24412 0 0 PROCTER AND GAMBLE CO COM 742718109 1802882 12303 SH SOLE 12303 0 0 ROLLINS INC COM 775711104 1126686 25800 SH SOLE 25800 0 0 RTX CORPORATION COM 75513E101 1306105 15523 SH SOLE 15523 0 0 SALESFORCE INC COM 79466L302 502334 1909 SH SOLE 1909 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2006235 36038 SH SOLE 36038 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5242493 92952 SH SOLE 92952 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2843288 34273 SH SOLE 34273 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 435422 11781 SH SOLE 11781 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 325499 15717 SH SOLE 15717 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2026593 41829 SH SOLE 41829 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1213337 23244 SH SOLE 23244 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 540615 11444 SH SOLE 11444 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1459812 31313 SH SOLE 31313 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1041826 14862 SH SOLE 14862 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 955284 12683 SH SOLE 12683 0 0 SOUTHERN COPPER CORP COM 84265V105 530363 6162 SH SOLE 6162 0 0 SPDR GOLD TR GOLD SHS 78463V107 336459 1760 SH SOLE 1760 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12355379 25994 SH SOLE 25994 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 402813 5583 SH SOLE 5583 0 0 STARBUCKS CORP COM 855244109 1013290 10554 SH SOLE 10554 0 0 SYSCO CORP COM 871829107 338738 4632 SH SOLE 4632 0 0 TEXAS INSTRS INC COM 882508104 1265325 7423 SH SOLE 7423 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1174638 2213 SH SOLE 2213 0 0 TJX COS INC NEW COM 872540109 1212682 12927 SH SOLE 12927 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 302436 1240 SH SOLE 1240 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1249979 7950 SH SOLE 7950 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2845044 5404 SH SOLE 5404 0 0 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 SH SOLE 865 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1960799 47708 SH SOLE 47708 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1865114 22947 SH SOLE 22947 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 425458 5499 SH SOLE 5499 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7923941 46502 SH SOLE 46502 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1897127 39606 SH SOLE 39606 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 569090 5098 SH SOLE 5098 0 0 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