13F-HR filed by Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC filed this 13F-HR for the quarter ended 2018-03-31, filed 2018-04-19, with 148 holding rows worth $147,240,000.
- Accession
- 0001376474-18-000095
- Filer
- CIK 1729516
- Filed
- 2018-04-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2018
A holdings report, 148 entries on the cover page, a total value of $147,240,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,240,000 with VALUE read as thousands by filing date, 13F file number 028-18309. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 37,139 | $9,773,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 152,518 | $7,781,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 71,716 | $6,084,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 54,380 | $5,645,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 40,603 | $4,103,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 20,403 | $3,423,000 | thousands by filing date | |
| IJH | 464287507 | COM | 16,642 | $3,122,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 45,677 | $2,881,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 31,273 | $2,854,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 12,648 | $2,776,000 | thousands by filing date | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 23,678 | $2,564,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 19,182 | $2,458,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 22,757 | $2,441,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 30,157 | $2,250,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 46,238 | $1,983,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 36,540 | $1,903,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 23,846 | $1,870,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 10,496 | $1,795,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 15,840 | $1,699,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 31,519 | $1,667,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 20,915 | $1,658,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 19,305 | $1,592,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 41,391 | $1,476,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 32,856 | $1,454,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 28,865 | $1,380,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 12,443 | $1,358,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 8,224 | $1,343,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,169 | $1,320,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 35,911 | $1,274,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 8,291 | $1,272,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 12,595 | $1,265,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,164 | $1,201,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,188 | $1,120,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 38,015 | $1,091,000 | thousands by filing date | |
| iShares U.S. Financials ETF | 464287788 | SHS | 9,210 | $1,085,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 23,465 | $1,074,000 | thousands by filing date | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 6,984 | $1,072,000 | thousands by filing date | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 36,525 | $1,055,000 | thousands by filing date | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 8,415 | $1,026,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 14,342 | $991,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 4,483 | $990,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,423 | $975,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 11,090 | $959,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 14,726 | $939,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 7,954 | $907,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 7,572 | $906,000 | thousands by filing date | |
| BOFI HOLDING INC | 05566U108 | COMMON STOCK | 21,310 | $864,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 5,492 | $860,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 773 | $802,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 11,993 | $797,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,983 | $796,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 5,829 | $791,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 6,195 | $779,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 22,787 | $768,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 6,481 | $733,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 4,093 | $730,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 6,919 | $724,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 7,359 | $721,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 12,992 | $713,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 6,799 | $706,000 | thousands by filing date | |
| BAR HBR BANKSHARES | 066849100 | COM | 25,095 | $696,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,462 | $691,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,904 | $686,000 | thousands by filing date | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 4,225 | $670,000 | thousands by filing date | |
| XCELENERGY INC | 98389B100 | COM | 14,688 | $668,000 | thousands by filing date | |
| DOWDUPONT INC | 26078J100 | COM | 10,425 | $664,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 12,561 | $634,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 4,637 | $617,000 | thousands by filing date | |
| Gilead Sciences,Inc. | 375558103 | COM | 8,139 | $614,000 | thousands by filing date | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 4,413 | $601,000 | thousands by filing date | |
| Schlumberger Limited | 806857108 | COM | 9,240 | $599,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 11,298 | $597,000 | thousands by filing date | |
| IDEXX LABS INC COM | 45168D104 | Stock | 3,099 | $593,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 2,710 | $587,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 4,276 | $586,000 | thousands by filing date | |
| AQUA AMERICA INC | 03836W103 | COM | 17,200 | $586,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 3,610 | $585,000 | thousands by filing date | |
| NUCOR CORP COM | 670346105 | Stock | 9,450 | $577,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 20,296 | $556,000 | thousands by filing date | |
| POWERSHARES GLOBAL ETF FD | 73936G308 | S&P 500 BUYWRT | 26,300 | $554,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 5,246 | $543,000 | thousands by filing date | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 18,615 | $535,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 3,266 | $528,000 | thousands by filing date | |
| iShares Emerging Markets Equity Factor ETF | 46434G889 | SHS | 10,090 | $518,000 | thousands by filing date | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 7,400 | $514,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 6,350 | $511,000 | thousands by filing date | |
| ROBERT HALF INC. COM | 770323103 | Stock | 8,700 | $504,000 | thousands by filing date | |
| FASTENAL CO COM | 311900104 | Stock | 9,195 | $502,000 | thousands by filing date | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 4,716 | $502,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 10,520 | $494,000 | thousands by filing date | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 9,523 | $492,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 6,793 | $487,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 2,747 | $481,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 12,352 | $472,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 6,778 | $472,000 | thousands by filing date | |
| CERNER CORP | 156782104 | COM | 7,615 | $442,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 5,413 | $441,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 2,826 | $433,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 7,053 | $423,000 | thousands by filing date | |
| EVERPURE INC CL A | 74624M102 | Stock | 21,200 | $423,000 | thousands by filing date | |
| Spectra Energy Partners | 84756N109 | COM | 12,515 | $421,000 | thousands by filing date | |
| Vanguard Utilities ETF | 92204A876 | SHS | 3,640 | $407,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,965 | $406,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 30,102 | $406,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 4,340 | $405,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 31,320 | $399,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 6,721 | $389,000 | thousands by filing date | |
| HP INC COM | 40434L105 | Stock | 17,493 | $383,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 7,641 | $381,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,458 | $381,000 | thousands by filing date | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 3,471 | $380,000 | thousands by filing date | |
| EXELON CORP COM | 30161N101 | Stock | 9,712 | $379,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 4,871 | $370,000 | thousands by filing date | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 2,650 | $369,000 | thousands by filing date | |
| LAZARD LTD-CLASS A | G54050102 | SHS A | 6,875 | $361,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 2,575 | $352,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,069 | $348,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 6,005 | $335,000 | thousands by filing date | |
| RAYTHEON CO | 755111507 | COM NEW | 1,513 | $327,000 | thousands by filing date | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 2,419 | $320,000 | thousands by filing date | |
| CELGENE CORP | 151020104 | COM | 3,554 | $317,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,675 | $316,000 | thousands by filing date | |
| WATERS CORP COM | 941848103 | Stock | 1,523 | $303,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 6,707 | $300,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,201 | $300,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 2,845 | $294,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 12,200 | $292,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,518 | $286,000 | thousands by filing date | |
| Vanguard Energy ETF | 92204A306 | SHS | 3,066 | $283,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 3,553 | $279,000 | thousands by filing date | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 7,956 | $278,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 3,931 | $270,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 1,633 | $255,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,731 | $254,000 | thousands by filing date | |
| RPM INTL INC COM | 749685103 | Stock | 5,215 | $249,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 6,035 | $243,000 | thousands by filing date | |
| CONAGRA FOODS INC | 205887102 | COM | 6,385 | $235,000 | thousands by filing date | |
| ARISTA NETWORKS INC | 040413106 | COM | 900 | $230,000 | thousands by filing date | |
| FORTIVE CORP COM | 34959J108 | Stock | 2,949 | $229,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,731 | $223,000 | thousands by filing date | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 5,204 | $213,000 | thousands by filing date | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 2,415 | $212,000 | thousands by filing date | |
| BADGER METER INC COM | 056525108 | Stock | 4,414 | $208,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,530 | $205,000 | thousands by filing date | |
| ABRDN HEALTHCARE INVESTORS | 87911J103 | SH BEN INT | 9,544 | $205,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 3,255 | $203,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 2,025 | $201,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 10,965 | $121,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001376474-18-000095 | this filing | 2018-04-19 | acceptance time not in the bulk data set |