Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIGELOW INVESTMENT ADVISORS LLC | 01-31-2024 | 12-31-2023 | 150 | 184,931,660 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 101 | $502,334 | 1,909 | 0.00 | 0.00 | 30 | 1.60 | 12-31-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 102 | $496,504 | 6,573 | 0.00 | 0.00 | -201 | -2.97 | 12-31-2023 |
| XCEL ENERGY INC | COM | 103 | $482,960 | 7,801 | 0.00 | 0.00 | -734 | -8.60 | 12-31-2023 |
| MCCORMICK & CO INC | COM NON VTG | 104 | $473,603 | 6,922 | 0.00 | 0.00 | -207 | -2.90 | 12-31-2023 |
