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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bigelow Investment Advisors, LLC

Quarter ended Q1 2023 · Filed January 26, 2023 · Accession 0001729516-23-000001

Total Value
$172.3M
Positions
145
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (145)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY28,768$11.0M6.38%
2ISHARES TR46428720022,089$8.5M4.92%
3VANGUARD SPECIALIZED FUNDS92190884446,661$7.1M4.11%
4SCHWAB STRATEGIC TR808524201104,458$4.7M2.74%
5APPLE INCAAPL35,333$4.6M2.66%
6ISHARES TR46428750716,313$3.9M2.29%
7ISHARES TR46429B33384,030$3.7M2.12%
8SCHWAB STRATEGIC TR80852486273,419$3.5M2.06%
9ISHARES TR46428864666,756$3.3M1.93%
10JOHNSON & JOHNSONJNJ18,825$3.3M1.93%
11MICROSOFT CORPMSFT12,731$3.1M1.77%
12UNITEDHEALTH GROUP INCUNH5,671$3.0M1.74%
13ISHARES TR46432F84245,798$2.8M1.64%
14ISHARES TR46428780427,914$2.6M1.53%
15ISHARES TR46429B65548,376$2.4M1.41%
16SCHWAB STRATEGIC TR80852483950,523$2.3M1.34%
17ISHARES GOLD TRIAU66,313$2.3M1.33%
18ISHARES TR46428722622,316$2.2M1.26%
19NEXTERA ENERGY INCNEE-PW25,722$2.2M1.25%
20PEPSICO INCPEP11,856$2.1M1.24%
21VANGUARD SCOTTSDALE FDS92206C87025,282$2.0M1.14%
22PROCTER AND GAMBLE CO74271810912,817$1.9M1.13%
23MERCK & CO INCMRK16,186$1.8M1.04%
24VANGUARD TAX-MANAGED FDS92194385841,386$1.7M1.01%
25SCHWAB STRATEGIC TR80852430030,822$1.7M0.99%
26CISCO SYS INCCSCO34,949$1.7M0.97%
27SCHWAB STRATEGIC TR80852410236,513$1.6M0.95%
28ISHARES TR46428866113,763$1.6M0.92%
29RAYTHEON TECHNOLOGIES CORPRTX15,663$1.6M0.92%
30ISHARES TR46428880219,019$1.6M0.91%
31DANAHER CORPORATION2358511025,828$1.5M0.90%
32PFIZER INCPFE28,373$1.5M0.84%
33UNITED PARCEL SERVICE INCUPS8,263$1.4M0.83%
34EXXON MOBIL CORPXOM12,893$1.4M0.83%
35AMERICAN EXPRESS COAXP9,562$1.4M0.82%
36ALPHABET INCGOOG15,967$1.4M0.82%
37ALPHABET INCGOOG15,676$1.4M0.81%
38NIKE INCNKE11,801$1.4M0.80%
39SCHWAB STRATEGIC TR80852487026,426$1.4M0.79%
40DISNEY WALT CO25468710615,579$1.4M0.79%
41ISHARES TR46429B29129,128$1.3M0.78%
42JPMORGAN CHASE & COVYLD9,793$1.3M0.76%
43VANGUARD WORLD FDS92204A5045,237$1.3M0.75%
44TEXAS INSTRS INC8825081047,746$1.3M0.74%
45NORFOLK SOUTHN CORP6558441085,035$1.2M0.72%
46HOME DEPOT INCHD3,923$1.2M0.72%
47THERMO FISHER SCIENTIFIC INCTMO2,229$1.2M0.71%
48ISHARES TR46428863823,696$1.2M0.68%
49GENERAL DYNAMICS CORPGD4,713$1.2M0.68%
503M COMMM8,927$1.1M0.62%
51STARBUCKS CORPSBUX10,787$1.1M0.62%
52TJX COS INC NEW87254010913,384$1.1M0.62%
53ISHARES TR4642871769,462$1.0M0.58%
54AMAZON COM INCAMZN11,473$963,7320.56%
55ROLLINS INCROL26,250$959,1750.56%
56VERIZON COMMUNICATIONS INCVZ24,141$951,1550.55%
57VANGUARD INTL EQUITY INDEX F92204285824,042$937,1570.54%
58ISHARES TR46435G42510,910$924,6230.54%
59ISHARES TR4642885889,933$921,2860.53%
60ISHARES INC46434G10319,604$915,5070.53%
61FIRST TR EXCHANGE-TRADED FD33739Q20019,207$910,6040.53%
62SCHWAB STRATEGIC TR80852450813,842$908,1750.53%
63MEDTRONIC PLCMDT11,465$891,0600.52%
64ISHARES TR4642886128,657$887,0030.51%
65VISA INCV4,061$843,7130.49%
66BECTON DICKINSON & COBDX3,230$821,3890.48%
67LOWES COS INC5486611074,062$809,3670.47%
68ISHARES TR46428857011,166$801,6250.47%
69ISHARES TR46435G67216,654$791,9140.46%
70GARMIN LTDGRMN8,475$782,1580.45%
71VANGUARD WHITEHALL FDS9219464067,166$775,4330.45%
72VANGUARD INDEX FDS9229083632,179$765,5700.44%
73ORACLE CORPORCL-PD8,926$729,6110.42%
74BERKSHIRE HATHAWAY INC DELBRK-A2,319$716,3390.42%
75EATON CORP PLCETN4,498$705,9610.41%
76MASTERCARD INCORPORATEDMA2,009$698,5900.41%
77ISHARES TR4642877889,230$696,5880.40%
78IDEXX LABS INC45168D1041,689$689,0440.40%
79DUKE ENERGY CORP NEWDUKB6,632$683,0300.40%
80COLGATE PALMOLIVE COCL8,425$663,8060.39%
81ISHARES TR4642876553,726$649,5820.38%
82ECOLAB INCECL4,413$642,3560.37%
83VANGUARD SCOTTSDALE FDS92206C4098,393$631,0700.37%
84ISHARES TR46434V86012,339$622,0090.36%
85FEDEX CORPFDX3,477$602,2160.35%
86BANK AMERICA CORP06050510418,176$601,9890.35%
87MCCORMICK & CO INCMKC-V7,214$597,9680.35%
88XCEL ENERGY INCXELLL8,508$596,4960.35%
89DEERE & CODE1,364$584,8290.34%
90INTEL CORPINTC21,178$559,7350.32%
91Dominion Energy, Inc.D9,079$556,7240.32%
92BRISTOL-MYERS SQUIBB COCELG-RI7,706$554,4470.32%
93CME GROUP INCCME3,214$540,4660.31%
94NVIDIA CORPORATIONNVDA3,597$525,6660.31%
95SPDR SER TR78464A3597,720$496,7050.29%
96COMCAST CORP NEWCCZ14,141$494,5110.29%
97PAYPAL HLDGS INCPYPL6,741$480,0940.28%
98ISHARES TR4642884144,479$472,6240.27%
99INVESCO EXCHANGE TRADED FD TIVZ3,324$469,5150.27%
100GILEAD SCIENCES INCGILD5,418$465,1350.27%
101SPDR GOLD TRGLD2,652$449,8850.26%
102SCHWAB STRATEGIC TR80852460711,065$448,2430.26%
103ISHARES TR46435G5166,499$427,2570.25%
104ISHARES TR46435G24317,658$419,7260.24%
105SCHWAB STRATEGIC TR80852480512,604$405,9720.24%
106MCDONALDS CORPMCD1,536$404,7820.23%
107CSX CORPCSX12,754$395,1190.23%
108COSTCO WHSL CORP NEW22160K105847$386,6560.22%
109ISHARES TR4642874574,760$386,3690.22%
110ELECTRONIC ARTS INCEA3,078$376,0700.22%
111ADOBE SYSTEMS INCORPORATEDADBE1,113$374,5580.22%
112SOUTHERN COPPER CORPSCCO6,162$372,1230.22%
113SCHWAB STRATEGIC TR8085244095,565$367,4010.21%
114INTERNATIONAL BUSINESS MACHSINTR2,550$359,2700.21%
115US BANCORP DELUSB-PS8,236$359,1720.21%
116CHEVRON CORP NEWCVX1,944$348,9290.20%
117ABBOTT LABSABLZF3,152$346,0580.20%
118TRANE TECHNOLOGIES PLCTT2,042$343,2400.20%
119CATERPILLAR INCCAT1,425$341,3730.20%
120ISHARES TR4642874403,538$338,8630.20%
121VANGUARD WORLD FDS92204A8762,050$314,3880.18%
122VANGUARD WORLD FDS92204A702933$298,0100.17%
123CLOROX CO DELCLX2,123$297,9210.17%
124ISHARES TR4642882813,496$295,7270.17%
125GSK PLCGLAXF7,830$275,1460.16%
126ISHARES TR4642874654,164$273,3250.16%
127ESSENTIAL UTILS INC29670G1025,714$272,7290.16%
128SCHWAB STRATEGIC TR80852484712,550$242,0900.14%
129ILLINOIS TOOL WKS INC4523081091,098$241,8890.14%
130SYSCO CORPSYY3,098$236,8420.14%
131ABBVIE INCABBV1,456$235,3040.14%
132ISHARES TR4642876141,090$233,5220.14%
133VANGUARD WORLD FD9219107333,539$233,0790.14%
134SALESFORCE INCCRM1,717$227,6570.13%
135WISDOMTREE TRWT3,745$226,0480.13%
136META PLATFORMS INCMETA1,907$223,4710.13%
137INTUITINTU557$216,7960.13%
138ARISTA NETWORKS INCANET1,746$211,8770.12%
139ISHARES INC46434G8637,004$210,6220.12%
140ISHARES TR464287622995$209,4670.12%
141NETFLIX INCNFLX690$203,4670.12%
142NOVO-NORDISK A SNONOF1,500$203,0100.12%
143ANALOG DEVICES INCADI1,229$201,5930.12%
144FORD MTR CO DEL34537086015,684$182,4050.11%
145HALEON PLCHLNCF11,225$89,8000.05%