- New Purchases: GM, TDOC, VO, DE, IWD,
- Added Positions: IVV, IEFA, IJH, IJR, FAST, VIG, AXP, SCHZ, CVS, IEMG, IGSB, INTC, AGG, SCHP, GD, IWF, CWB, VWO, VEA, PSTG, NUE, GOOGL, TJX, ECL, LOW, DIS, CTSH, IWN, MCD, IWS, GOOG, CME, UTX, AMZN, PYPL, FTV, NKE, IDXX, KR, NSC, IAU, HACK, DSI, ANET, CMCSA, CL,
- Reduced Positions: SPY, IBM, SCHM, MSFT, UPS, SCHF, BHB, SCHX, MMM, GIS, JNJ, FB, SCHA, T, WTR, AAPL, PFE, HPQ, RHI, VZ, ORCL, VYM, CVX, MRK, GVI, BSV, EFA, IYF, SCHE, SCHV, PG, ITW, BDX, CMI, ETN, EXC, GILD, MKC, V, EBAY, XEL, VOE, UNH, MDT, CLX, CSX, ABT, TIP, SBUX, SCHH, XOM, CB, NEE, WAT, USB, SRLN, IEF,
- Sold Out: CELG, NVS, GSK, XBI, DOW,
For the details of Bigelow Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bigelow+investment+advisors%2C+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Bigelow Investment Advisors, LLC- SPDR S&P 500 (SPY) - 36,045 shares, 7.23% of the total portfolio. Shares reduced by 3.2%
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 66,234 shares, 4.07% of the total portfolio. Shares reduced by 0.69%
- iShares Short-Term Corporate Bond ETF (IGSB) - 109,463 shares, 4.01% of the total portfolio. Shares added by 1.86%
- Schwab US Aggregate Bond (SCHZ) - 105,636 shares, 3.83% of the total portfolio. Shares added by 2.76%
- Vanguard Div Appreciation (VIG) - 40,660 shares, 3.21% of the total portfolio. Shares added by 4.52%
Bigelow Investment Advisors, LLC initiated holding in General Motors Co. The purchase prices were between $33.34 and $40.3, with an estimated average price of $37.5. The stock is now traded at around $39.16. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,000 shares as of .
New Purchase: Teladoc Health Inc (TDOC)Bigelow Investment Advisors, LLC initiated holding in Teladoc Health Inc. The purchase prices were between $49.86 and $66.41, with an estimated average price of $58.22. The stock is now traded at around $68.44. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,783 shares as of .
New Purchase: Vanguard Mid-Cap (VO)Bigelow Investment Advisors, LLC initiated holding in Vanguard Mid-Cap. The purchase prices were between $156.62 and $167.97, with an estimated average price of $163.63. The stock is now traded at around $169.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,370 shares as of .
New Purchase: Deere & Co (DE)Bigelow Investment Advisors, LLC initiated holding in Deere & Co. The purchase prices were between $134.82 and $169.15, with an estimated average price of $155.58. The stock is now traded at around $163.08. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,290 shares as of .
New Purchase: iShares Russell 1000 Value (IWD)Bigelow Investment Advisors, LLC initiated holding in iShares Russell 1000 Value. The purchase prices were between $118.9 and $127.38, with an estimated average price of $124.56. The stock is now traded at around $128.12. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,636 shares as of .
Added: iShares Core S&P 500 (IVV)Bigelow Investment Advisors, LLC added to a holding in iShares Core S&P 500 by 143.09%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $299.48. The impact to a portfolio due to this purchase was 1.22%. The holding were 10,319 shares as of .
Added: iShares Core MSCI EAFE (IEFA)Bigelow Investment Advisors, LLC added to a holding in iShares Core MSCI EAFE by 45.26%. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $61.30. The impact to a portfolio due to this purchase was 0.29%. The holding were 21,841 shares as of .
Added: Fastenal Co (FAST)Bigelow Investment Advisors, LLC added to a holding in Fastenal Co by 97.20%. The purchase prices were between $30.38 and $35.68, with an estimated average price of $32.98. The stock is now traded at around $30.59. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,090 shares as of .
Added: American Express Co (AXP)Bigelow Investment Advisors, LLC added to a holding in American Express Co by 29.96%. The purchase prices were between $109.85 and $124.92, with an estimated average price of $117.43. The stock is now traded at around $127.05. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,899 shares as of .
Added: CVS Health Corp (CVS)Bigelow Investment Advisors, LLC added to a holding in CVS Health Corp by 63.46%. The purchase prices were between $52.13 and $57.33, with an estimated average price of $53.82. The stock is now traded at around $56.23. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,311 shares as of .
Added: iShares Core MSCI Emerging Markets (IEMG)Bigelow Investment Advisors, LLC added to a holding in iShares Core MSCI Emerging Markets by 39.75%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $51.38. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,199 shares as of .
Sold Out: Celgene Corp (CELG)Bigelow Investment Advisors, LLC sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.
Sold Out: Novartis AG (NVS)Bigelow Investment Advisors, LLC sold out a holding in Novartis AG. The sale prices were between $75.4 and $92.8, with an estimated average price of $84.39.
Sold Out: SPDR Series Trust S&P Biotech (XBI)Bigelow Investment Advisors, LLC sold out a holding in SPDR Series Trust S&P Biotech. The sale prices were between $79.44 and $93.8, with an estimated average price of $85.25.
Sold Out: GlaxoSmithKline PLC (GSK)Bigelow Investment Advisors, LLC sold out a holding in GlaxoSmithKline PLC. The sale prices were between $38.64 and $41.88, with an estimated average price of $40.14.
Sold Out: Dow Inc (DOW)Bigelow Investment Advisors, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.
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