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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 Q3 2024 · Filed October 18, 2024 · Accession 0001729516-24-000005

Total Value
$224.3M
Positions
155
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (155)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY23,989$13.8M6.14%
2ISHARES TR46428720023,452$13.5M6.03%
3VANGUARD SPECIALIZED FUNDS92190884451,666$10.2M4.56%
4APPLE INCAAPL28,178$6.6M2.93%
5ISHARES TR464287507102,892$6.4M2.86%
6ISHARES TR46428780450,983$6.0M2.66%
7SCHWAB STRATEGIC TR80852420185,350$5.8M2.58%
8ISHARES GOLD TRIAU106,291$5.3M2.36%
9MICROSOFT CORPMSFT11,443$4.9M2.20%
10SCHWAB STRATEGIC TR80852430040,627$4.2M1.89%
11ISHARES TR46429B33379,936$3.6M1.60%
12ISHARES TR46432F84241,947$3.3M1.46%
13NVIDIA CORPORATIONNVDA26,777$3.3M1.45%
14JOHNSON & JOHNSONJNJ18,511$3.0M1.34%
15UNITEDHEALTH GROUP INCUNH4,848$2.8M1.26%
16AMERICAN EXPRESS COAXP9,860$2.7M1.19%
17ALPHABET INCGOOG15,581$2.6M1.15%
18ISHARES TR46428864647,563$2.5M1.12%
19ISHARES TR46428722624,172$2.4M1.09%
20JPMORGAN CHASE & CO.VYLD11,436$2.4M1.08%
21ISHARES TR46429B65545,081$2.3M1.03%
22RTX CORPORATIONRTX18,831$2.3M1.02%
23SCHWAB STRATEGIC TR80852410233,522$2.2M0.99%
24AMAZON COM INCAMZN11,584$2.2M0.96%
25ALPHABET INCGOOG12,830$2.1M0.96%
26PROCTER AND GAMBLE CO74271810912,188$2.1M0.94%
27VANGUARD TAX-MANAGED FDS92194385839,318$2.1M0.93%
28ISHARES TR46434V80355,270$2.0M0.87%
29NEXTERA ENERGY INCNEE-PW22,709$1.9M0.86%
30SCHWAB STRATEGIC TR80852486237,772$1.9M0.82%
31PEPSICO INCPEP10,786$1.8M0.82%
32FIRST TR EXCHANGE-TRADED FD33739Q20036,905$1.8M0.81%
33ISHARES TR46428880214,541$1.8M0.78%
34ISHARES TR46428863830,674$1.6M0.73%
35DANAHER CORPORATION2358511025,812$1.6M0.72%
36EXXON MOBIL CORPXOM13,597$1.6M0.71%
37CISCO SYS INCCSCO29,705$1.6M0.70%
38VANGUARD WORLD FD92204A5045,479$1.5M0.69%
39VANGUARD WHITEHALL FDS92194640612,005$1.5M0.69%
40MERCK & CO INCMRK13,526$1.5M0.68%
41VANGUARD SCOTTSDALE FDS92206C87018,067$1.5M0.67%
42DISNEY WALT CO25468710615,072$1.4M0.65%
43TJX COS INC NEW87254010912,330$1.4M0.65%
44TEXAS INSTRS INC8825081047,007$1.4M0.65%
45MEDTRONIC PLCMDT15,973$1.4M0.64%
46ORACLE CORPORCL-PD8,342$1.4M0.63%
47HOME DEPOT INCHD3,500$1.4M0.63%
48GARMIN LTDGRMN8,050$1.4M0.63%
49GENERAL DYNAMICS CORPGD4,673$1.4M0.63%
50THERMO FISHER SCIENTIFIC INCTMO2,282$1.4M0.63%
51SCHWAB STRATEGIC TR80852440917,400$1.4M0.62%
52INVESCO EXCHANGE TRADED FD TIVZ7,743$1.4M0.62%
53ROLLINS INCROL25,800$1.3M0.58%
54ISHARES INC46434G76420,598$1.3M0.56%
55VANGUARD INTL EQUITY INDEX F92204285825,872$1.2M0.55%
56SCHWAB STRATEGIC TR80852483925,809$1.2M0.55%
57ECOLAB INCECL4,768$1.2M0.54%
58LOWES COS INC5486611074,267$1.2M0.52%
59VISA INCV4,070$1.1M0.50%
60VANGUARD WORLD FD92204A8766,175$1.1M0.48%
61UNITED PARCEL SERVICE INCUPS7,866$1.1M0.48%
62ISHARES TR4642875567,360$1.1M0.48%
63ISHARES TR46429B29121,549$1.1M0.47%
64SCHWAB STRATEGIC TR80852487019,684$1.1M0.47%
65NIKE INCNKE11,745$1.0M0.46%
66SCHWAB STRATEGIC TR80852450812,217$1.0M0.45%
67STARBUCKS CORPSBUX10,359$1.0M0.45%
68EATON CORP PLCETN3,043$1.0M0.45%
69ISHARES INC46434G10317,106$982,0550.44%
70ISHARES TR46435G4257,638$963,7630.43%
71MASTERCARD INCORPORATEDMA1,944$959,9470.43%
72COLGATE PALMOLIVE COCL8,999$934,1860.42%
73BERKSHIRE HATHAWAY INC DELBRK-A2,029$933,8680.42%
74ISHARES TR4642871768,245$910,8250.41%
75META PLATFORMS INCMETA1,561$893,5790.40%
76VANGUARD WORLD FD92204A4058,042$883,8960.39%
77PFIZER INCPFE30,222$874,6250.39%
78ISHARES TR4642885708,036$874,2770.39%
79BANK AMERICA CORP06050510421,792$864,7070.39%
80VANGUARD WORLD FD92204A8845,755$836,7190.37%
81ARISTA NETWORKS INCANET2,102$806,7900.36%
82IDEXX LABS INC45168D1041,584$800,2680.36%
83PAYPAL HLDGS INCPYPL10,154$792,3170.35%
84SCHWAB STRATEGIC TR80852484733,842$784,1190.35%
85DUKE ENERGY CORP NEWDUKB6,681$770,3190.34%
86BECTON DICKINSON & COBDX3,183$767,4210.34%
87ISHARES TR4642886126,960$745,4160.33%
88APPLIED MATLS INC0382221053,617$730,8150.33%
89SOUTHERN COPPER CORPSCCO6,260$724,0940.32%
90NETFLIX INCNFLX1,000$709,2700.32%
91DEERE & CODE1,688$704,4530.31%
92ISHARES TR46435G67213,463$697,6530.31%
93FEDEX CORPFDX2,538$694,6000.31%
94COSTCO WHSL CORP NEW22160K105782$693,2590.31%
95ISHARES TR4642876553,084$681,2790.30%
96ISHARES TR4642884146,189$672,3110.30%
97FIRST TR EXCHANGE-TRADED FD33733E50018,439$662,1440.30%
98ISHARES TR4642885886,910$662,0470.30%
99CSX CORPCSX18,525$639,6680.29%
100ISHARES TR4642877886,130$636,9070.28%
101CME GROUP INCCME2,860$631,0590.28%
102CATERPILLAR INCCAT1,577$616,7960.28%
103MCCORMICK & CO INCMKC-V7,166$589,7620.26%
104ADOBE INCADBE1,135$587,6800.26%
105ISHARES TR46434V86011,610$587,4660.26%
106BLACKSTONE INCBX3,761$575,9220.26%
107SCHWAB STRATEGIC TR80852460711,160$574,7400.26%
108SALESFORCE INCCRM2,022$553,4420.25%
109INTERNATIONAL BUSINESS MACHSINTR2,466$545,1830.24%
110VANGUARD INDEX FDS9229083631,015$535,5850.24%
111NORFOLK SOUTHN CORP6558441082,137$531,0450.24%
112ISHARES TR46435G5166,048$509,0370.23%
113ADVANCED MICRO DEVICES INCAMD3,056$501,4280.22%
114HONEYWELL INTL INC4385161062,376$491,1430.22%
115VERIZON COMMUNICATIONS INCVZ10,466$470,0280.21%
116INTUITINTU741$460,1610.21%
117VANGUARD WORLD FD92204A702777$455,7260.20%
118SCHWAB STRATEGIC TR80852480510,731$441,2690.20%
119MCDONALDS CORPMCD1,426$434,2310.19%
120TRANE TECHNOLOGIES PLCTT1,110$431,4900.19%
121GILEAD SCIENCES INCGILD5,118$429,0930.19%
122ELECTRONIC ARTS INCEA2,932$420,5660.19%
123BOOKING HOLDINGS INCBKNG99$417,0000.19%
124SYSCO CORPSYY5,259$410,5180.18%
125VANGUARD SCOTTSDALE FDS92206C4094,981$395,5910.18%
126SPDR SER TR78464A3595,057$387,3160.17%
127AUTODESK INCADSK1,389$382,6420.17%
128ELEVANCE HEALTH INCELV733$381,1600.17%
129SPDR GOLD TRGLD1,564$380,1460.17%
130ISHARES TR46435G1024,491$375,7620.17%
131ISHARES TR4642886613,029$362,2830.16%
1323M COMMM2,400$328,0800.15%
133COMCAST CORP NEWCCZ7,618$318,2040.14%
134ISHARES TR464287614843$316,4450.14%
135WISDOMTREE TRWT3,745$311,6210.14%
136CLOROX CO DELCLX1,819$296,3330.13%
137FISERV INCFISV1,649$296,2430.13%
138ISHARES TR464287622920$289,2390.13%
139ANALOG DEVICES INCADI1,229$282,8790.13%
140PALO ALTO NETWORKS INCPANW803$274,4650.12%
141ISHARES TR4642874653,248$271,6300.12%
142ISHARES TR46435G24310,422$262,2180.12%
143MARATHON PETE CORPMARA1,600$260,6560.12%
144ISHARES INC46434G8637,053$256,8010.11%
145ILLINOIS TOOL WKS INC452308109976$255,7800.11%
146NOVO-NORDISK A SNONOF2,123$252,7860.11%
147CHEVRON CORP NEWCVX1,630$240,0500.11%
148VANGUARD INDEX FDS922908769840$237,8540.11%
149FORD MTR CO34537086022,467$237,2520.11%
150ISHARES TR4642882812,465$230,6750.10%
151ABBOTT LABSABLZF1,948$222,0910.10%
152ISHARES TR46435G1938,738$207,8810.09%
153NUSHARES ETF TRNU4,818$206,4030.09%
154KIMBERLY-CLARK CORPKMB1,443$205,3100.09%
155ISHARES TR46435U8535,376$202,4060.09%