Eldridge Investment Advisors, Inc. Incresed Positions in Q3 2024

Eldridge Investment Advisors, Inc.

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52.7K
+ 13.82%
$60.84 - $67.51 $3.2M - $3.56M
434K $29.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.39K
+ 2.95%
$113.41 - $125.62 $952K - $1.05M
293K $36.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
81.4K
+ 44.71%
$27.8 - $29.26 $2.26M - $2.38M
263K $7.63M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
107K
+ 54.69%
$23.13 - $23.43 $2.48M - $2.51M
303K $7.08M
IXUS
Ishares Tr

ETFs
31K
+ 70.96%
$64.9 - $73.35 $2.01M - $2.28M
74.7K $5.43M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
19K
+ 30.8%
$47.18 - $48.74 $895K - $924K
80.5K $3.91M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
6.15K
+ 3.08%
$52.27 - $60.45 $321K - $372K
206K $12.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
18.7K
+ 3.41%
$17.35 - $18.22 $324K - $341K
567K $10.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
25
+ 0.03%
$87.56 - $95.49 $2.19K - $2.39K
89.9K $8.58M
RLY
Ssga Active ETF Tr

ETFs
11.2K
+ 4.01%
$26.98 - $28.77 $302K - $322K
290K $8.33M
DFAX
Dimensional ETF Tr
2.49K
+ 0.83%
$24.29 - $27.25 $60.4K - $67.7K
301K $8.14M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.1K
+ 14.33%
$39.37 - $41.68 $358K - $379K
72.6K $2.99M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.72K
+ 33.59%
$49.93 - $51.15 $435K - $446K
34.7K $1.77M
CAT
Caterpillar Inc

Industrials
400
+ 8.23%
$316.8 - $391.12 $127K - $156K
5.26K $2.06M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
16.3K
+ 19.31%
$20.71 - $21.69 $337K - $352K
100K $2.17M
STOT
Spdr Doubleline Short Duration

ETFs
8.1K
+ 24.8%
$46.63 - $47.52 $378K - $385K
40.8K $1.94M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
611
+ 0.92%
$96.25 - $101.98 $58.8K - $62.3K
67.2K $6.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.8K
+ 3.92%
$49.7 - $56.11 $638K - $720K
340K $18.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
259
+ 0.72%
$77.02 - $85.06 $19.9K - $22K
36.1K $3.05M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.04%
$163.84 - $199.33 $655 - $797
9.64K $1.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.4K
+ 14.3%
$41.02 - $46.01 $140K - $156K
27.2K $1.24M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
3.43K
+ 2.85%
$28.45 - $30.18 $97.6K - $103K
124K $3.71M
RDVY
First Trust Rising Dividend Ac

ETFs
712
+ 1.63%
$53.68 - $59.24 $38.2K - $42.2K
44.4K $2.63M
Blackrock Flexible Income ETF
2.55K
+ 5.21%
N/A
51.4K $2.75M
SPMD
Spdr Portfolio

ETFs
2.93K
+ 31.04%
$50.29 - $54.92 $147K - $161K
12.4K $676K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
81
+ 0.38%
$77.23 - $87.97 $6.26K - $7.13K
21.4K $1.85M
IBM
International Business Machines Corp

Technology
367
+ 16.46%
$175.1 - $223.38 $64.3K - $82K
2.6K $574K
IXN
Ishares Global Information Tec

ETFs
2.35K
+ 13.66%
$73.0 - $87.81 $171K - $206K
19.5K $1.61M
VIG
Vanguard Dividend Appreciation

ETFs
52
+ 0.48%
$182.15 - $182.15 $9.47K - $9.47K
10.8K $2.15M
DVY
Ishares Tr

ETFs
60
+ 0.5%
$119.99 - $135.74 $7.2K - $8.14K
12K $1.62M
IVE
Ishares S&P 500 Value ETF

ETFs
45
+ 0.54%
$181.06 - $197.17 $8.15K - $8.87K
8.36K $1.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.65K
+ 2.59%
$50.52 - $50.95 $134K - $135K
105K $5.33M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
60
+ 0.23%
$67.43 - $74.23 $4.05K - $4.45K
26.5K $1.93M
WPC
W. P. Carey Inc.

Real Estate
938
+ 12.63%
$54.63 - $63.96 $51.2K - $60K
8.36K $521K
MSFT
Microsoft Corp

Technology
502
+ 7.18%
$395.15 - $467.56 $198K - $235K
7.49K $3.22M
ABT
Abbott Laboratories

Healthcare
2
+ 0.02%
$100.07 - $118.13 $200 - $236
8.45K $963K
BNDX
Vanguard Total International B

ETFs
261
+ 0.59%
$48.42 - $50.35 $12.6K - $13.1K
44.2K $2.22M
NEE
Nextera Energy Inc

Utilities
12
+ 0.22%
$69.9 - $84.97 $839 - $1.02K
5.39K $455K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$178.94 - $207.0 $179 - $207
16K $3.22M
DFAI
Dimensional ETF Tr

ETFs
166
+ 0.65%
$28.69 - $32.06 $4.76K - $5.32K
25.9K $822K
IYH
Ishares Tr

ETFs
500
+ 7.68%
$60.29 - $66.38 $30.1K - $33.2K
7.01K $456K
VZ
Verizon Communications Inc

Communication Services
512
+ 5.77%
$38.89 - $45.0 $19.9K - $23K
9.39K $422K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.26K
+ 1.51%
$24.78 - $25.11 $31.1K - $31.5K
84.7K $2.13M
XLF
Financial Sector Spdr

ETFs
2
+ 0.02%
$40.84 - $45.74 $81.7 - $91.5
10.2K $463K
DFAU
Dimensional ETF Tr

ETFs
202
+ 1.4%
$35.8 - $39.69 $7.23K - $8.02K
14.6K $580K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
786
+ 1.5%
$50.63 - $51.11 $39.8K - $40.2K
53.1K $2.71M
AVGO
Broadcom Inc.

Technology
2.52K
+ 900.0%
$136.27 - $1745.86 $343K - $4.4M
2.8K $483K
UPS
United Parcel Service Inc

Industrials
256
+ 3.44%
$123.32 - $147.38 $31.6K - $37.7K
7.69K $1.05M
PFE
Pfizer Inc

Healthcare
486
+ 4.08%
$27.7 - $31.39 $13.5K - $15.3K
12.4K $359K
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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