Eldridge Investment Advisors, Inc. Purchases in Q1 2025

Eldridge Investment Advisors, Inc.

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JHPI
John Hancock ETF Preferred Inc

ETFs
456K
New
$22.23 - $22.87 $10.1M - $10.4M
456K $10.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
136K
+ 170.07%
$48.06 - $53.73 $6.56M - $7.33M
217K $10.6M
JHMM
John Hancock Multifactor Mid C

ETFs
71.8K
+ 63.0%
$55.69 - $63.12 $4M - $4.53M
186K $10.6M
JMBS
Janus Detroit Str Tr Henderson

ETFs
67.2K
New
$43.53 - $45.42 $2.93M - $3.05M
67.2K $3.04M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
105K
+ 119.24%
$22.77 - $22.94 $2.38M - $2.4M
192K $4.41M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
19.2K
New
$97.38 - $104.52 $1.87M - $2M
19.2K $1.96M
IXUS
Ishares Tr

ETFs
24.9K
+ 56.26%
$65.06 - $72.31 $1.62M - $1.8M
69.2K $4.83M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
23.8K
New
$65.49 - $74.67 $1.56M - $1.78M
23.8K $1.7M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
19.1K
New
$74.34 - $81.0 $1.42M - $1.55M
19.1K $1.45M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
28.2K
New
$39.53 - $46.13 $1.11M - $1.3M
28.2K $1.24M
MCHI
Ishares Msci China ETF

ETFs
14.8K
New
$43.71 - $58.65 $645K - $866K
14.8K $802K
RLY
Ssga Active ETF Tr

ETFs
11.7K
+ 3.78%
$27.21 - $28.6 $317K - $333K
320K $9.13M
IEF
Ishares Barclays

ETFs
8K
New
$91.17 - $95.39 $729K - $763K
8K $762K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
20.9K
+ 19.89%
$25.98 - $28.41 $544K - $595K
126K $3.47M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
3.74K
New
$191.06 - $228.87 $714K - $855K
3.74K $716K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
29.3K
New
N/A
29.3K $695K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.6K
+ 10.9%
$50.48 - $51.04 $686K - $693K
138K $7.01M
GBIL
Goldman Sachs Access Treasury

ETFs
5.51K
+ 5.52%
$99.85 - $100.19 $550K - $552K
105K $10.6M
DFAX
Dimensional ETF Tr
4.27K
+ 1.52%
$24.45 - $27.2 $104K - $116K
285K $7.48M
DVY
Ishares Tr

ETFs
2.65K
+ 23.66%
$128.58 - $138.1 $340K - $365K
13.8K $1.86M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.05%
$169.2 - $216.66 $846 - $1.08K
9.23K $1.93M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
6.87K
+ 6.69%
$20.56 - $21.51 $141K - $148K
110K $2.33M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.16K
+ 3.29%
$47.59 - $48.35 $150K - $153K
99.2K $4.8M
BMY
Bristol Myers Squibb CO

Healthcare
3.41K
New
$53.9 - $63.11 $184K - $215K
3.41K $208K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
467
+ 0.63%
$95.85 - $99.25 $44.8K - $46.3K
74.2K $7.34M
ABT
Abbott Laboratories

Healthcare
2
+ 0.02%
$111.1 - $140.22 $222 - $280
8.15K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 13.19%
$126.11 - $135.06 $127K - $136K
8.65K $1.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
551
+ 5.38%
$182.82 - $196.21 $101K - $108K
10.8K $2.03M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.58K
+ 48.59%
$22.11 - $22.43 $123K - $125K
17.1K $382K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.48K
+ 1.34%
$27.01 - $28.54 $39.9K - $42.2K
112K $3.12M
IXJ
Ishares Global Healthcare ETF

ETFs
263
+ 2.7%
$86.01 - $94.19 $22.6K - $24.8K
9.99K $910K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.66K
+ 6.06%
$40.24 - $40.65 $66.7K - $67.4K
29K $1.18M
SPMD
Spdr Portfolio

ETFs
2.24K
+ 14.55%
$50.21 - $57.73 $112K - $129K
17.6K $902K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 14.55%
$507.05 - $563.67 $60.8K - $67.6K
945 $485K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
417
+ 0.77%
$50.87 - $51.09 $21.2K - $21.3K
54.5K $2.78M
AVEM
American Centy ETF Tr Avantis

ETFs
399
New
$57.11 - $62.4 $22.8K - $24.9K
399 $24K
XLF
Financial Sector Spdr

ETFs
202
+ 2.21%
$47.32 - $52.19 $9.56K - $10.5K
9.34K $465K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.02%
$58.01 - $64.46 $58 - $64.5
4.75K $295K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
104
+ 0.36%
$39.96 - $43.3 $4.16K - $4.5K
28.9K $1.19M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
406
+ 0.45%
$90.0 - $96.32 $36.5K - $39.1K
91.1K $8.41M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 0.01%
$26.63 - $26.75 $53.3 - $53.5
17.3K $462K
BBY
Best Buy CO Inc

Consumer Cyclical
17
New
$70.3 - $91.1 $1.2K - $1.55K
17 $1K
OSEA
Harbor ETF Tr Harbor Intl Comp
34.4K
New
N/A
34.4K $0
Jpmorgan Active Bond ETF
76K
New
N/A
76K $0
Avantis U S Mid Cap Equity ETF
6.82K
New
N/A
6.82K $0
Vanguard Core Plus Bond ETF
3.22K
New
N/A
3.22K $0
BNDX
Vanguard Total International B

ETFs
183
+ 0.4%
$48.33 - $49.5 $8.84K - $9.06K
45.5K $2.22M
NEE
Nextera Energy Inc

Utilities
15
+ 0.28%
$66.96 - $76.16 $1K - $1.14K
5.41K $383K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.48K
+ 9.8%
$40.03 - $46.81 $99.4K - $116K
27.8K $1.13M
Activity Summary
Buys All Purchases 65 New Holdings 17 Increased Positions 48 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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