HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
25,994 | -1,658 | $12,355 |
| SPY | 25,994 | -1,658 | $12,355 |
| ISHARES TR (IVV) |
24,626 | +1,280 | $11,762 |
| IVV | 24,626 | +1,280 | $11,762 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
46,502 | -1,560 | $7,924 |
| VIG | 46,502 | -1,560 | $7,924 |
| APPLE INC |
31,940 | -389 | $6,149 |
| AAPL | 31,940 | -389 | $6,149 |
| SCHWAB STRATEGIC TR |
92,952 | -3,090 | $5,242 |
| SCHX | 92,952 | -3,090 | $5,242 |
| ISHARES TR (IJH) |
17,496 | -66 | $4,849 |
| IJH | 17,496 | -66 | $4,849 |
| MICROSOFT CORP |
11,267 | -543 | $4,237 |
| MSFT | 11,267 | -543 | $4,237 |
| ISHARES TR (IJR) |
37,092 | +2,075 | $4,015 |
| IJR | 37,092 | +2,075 | $4,015 |
| ISHARES TR (IEFA) |
46,281 | -1,419 | $3,256 |
| IEFA | 46,281 | -1,419 | $3,256 |
| ISHARES GOLD TR (IAU) |
82,751 | +3,555 | $3,230 |
| IAU | 82,751 | +3,555 | $3,230 |
| ISHARES TR (GNMA) |
65,490 | -5,688 | $2,898 |
| GNMA | 65,490 | -5,688 | $2,898 |
| JOHNSON & JOHNSON |
18,378 | -334 | $2,881 |
| JNJ | 18,378 | -334 | $2,881 |
| UNITEDHEALTH GROUP INC |
5,404 | -98 | $2,845 |
| UNH | 5,404 | -98 | $2,845 |
| SCHWAB STRATEGIC TR |
34,273 | +1,935 | $2,843 |
| SCHG | 34,273 | +1,935 | $2,843 |
| ALPHABET INC |
15,930 | +149 | $2,225 |
| GOOGL | 15,930 | +149 | $2,225 |
| ISHARES TR (AGG) |
21,945 | -3,595 | $2,178 |
| AGG | 21,945 | -3,595 | $2,178 |
| ISHARES TR (IGSB) |
42,201 | -11,084 | $2,164 |
| IGSB | 42,201 | -11,084 | $2,164 |
| ISHARES TR (FLOT) |
42,039 | -17 | $2,128 |
| FLOT | 42,039 | -17 | $2,128 |
| ALPHABET INC |
14,529 | -65 | $2,048 |
| GOOG | 14,529 | -65 | $2,048 |
| SCHWAB STRATEGIC TR |
41,829 | -9,081 | $2,027 |
| SCHO | 41,829 | -9,081 | $2,027 |
| SCHWAB STRATEGIC TR |
36,038 | +1,070 | $2,006 |
| SCHB | 36,038 | +1,070 | $2,006 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
47,708 | +1,599 | $1,961 |
| VWO | 47,708 | +1,599 | $1,961 |
| AMERICAN EXPRESS CO |
10,189 | +160 | $1,909 |
| AXP | 10,189 | +160 | $1,909 |
| VANGUARD TAX MANAGED FDS (VEA) |
39,606 | -1,103 | $1,897 |
| VEA | 39,606 | -1,103 | $1,897 |
| PEPSICO INC |
11,047 | -299 | $1,876 |
| PEP | 11,047 | -299 | $1,876 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
22,947 | +1,583 | $1,865 |
| VCIT | 22,947 | +1,583 | $1,865 |
| PROCTER AND GAMBLE CO |
12,303 | -49 | $1,803 |
| PG | 12,303 | -49 | $1,803 |
| JPMORGAN CHASE & CO |
10,124 | +43 | $1,722 |
| JPM | 10,124 | +43 | $1,722 |
| MERCK & CO INC |
15,401 | -300 | $1,679 |
| MRK | 15,401 | -300 | $1,679 |
| AMAZON COM INC |
10,863 | -292 | $1,651 |
| AMZN | 10,863 | -292 | $1,651 |
| NVIDIA CORPORATION |
3,147 | -326 | $1,558 |
| NVDA | 3,147 | -326 | $1,558 |
| ISHARES TR (SUSA) |
15,370 | -597 | $1,545 |
| SUSA | 15,370 | -597 | $1,545 |
| CISCO SYS INC |
30,499 | -813 | $1,541 |
| CSCO | 30,499 | -813 | $1,541 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
30,928 | +2,037 | $1,494 |
| LMBS | 30,928 | +2,037 | $1,494 |
| SCHWAB STRATEGIC TR |
31,313 | -2,817 | $1,460 |
| SCHZ | 31,313 | -2,817 | $1,460 |
| DISNEY WALT CO |
15,738 | -39 | $1,421 |
| DIS | 15,738 | -39 | $1,421 |
| NEXTERA ENERGY INC |
22,281 | -2,193 | $1,353 |
| NEE | 22,281 | -2,193 | $1,353 |
| DANAHER CORPORATION |
5,764 | +97 | $1,333 |
| DHR | 5,764 | +97 | $1,333 |
| HOME DEPOT INC |
3,842 | -12 | $1,331 |
| HD | 3,842 | -12 | $1,331 |
| EXXON MOBIL CORP |
13,111 | -230 | $1,311 |
| XOM | 13,111 | -230 | $1,311 |
| RTX CORPORATION |
15,523 | +238 | $1,306 |
| RTX | 15,523 | +238 | $1,306 |
| NIKE INC |
11,866 | +110 | $1,288 |
| NKE | 11,866 | +110 | $1,288 |
| TEXAS INSTRS INC |
7,423 | -38 | $1,265 |
| TXN | 7,423 | -38 | $1,265 |
| UNITED PARCEL SERVICE INC |
7,950 | -108 | $1,250 |
| UPS | 7,950 | -108 | $1,250 |
| GENERAL DYNAMICS CORP |
4,688 | UNCH | $1,217 |
| GD | 4,688 | UNCH | $1,217 |
| SCHWAB STRATEGIC TR |
23,244 | -4,451 | $1,213 |
| SCHP | 23,244 | -4,451 | $1,213 |
| TJX COS INC NEW |
12,927 | +143 | $1,213 |
| TJX | 12,927 | +143 | $1,213 |
| VANGUARD WORLD FDS (VHT) |
4,752 | -638 | $1,191 |
| VHT | 4,752 | -638 | $1,191 |
| THERMO FISHER SCIENTIFIC INC |
2,213 | -30 | $1,175 |
| TMO | 2,213 | -30 | $1,175 |
| ROLLINS INC |
25,800 | UNCH | $1,127 |
| ROL | 25,800 | UNCH | $1,127 |
See Full List: All Stocks Held By Bigelow Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bigelow Investment Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $184,927 At 09/30/2023: $174,152 Bigelow Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bigelow Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |
