Eldridge Investment Advisors, Inc. Reduced Holdings in Q4 2024

Eldridge Investment Advisors, Inc.

  • $430 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-90.2K
- 26.49%
$53.94 - $58.15 $4.86M - $5.24M
250K $14.1M
IXJ
Ishares Global Healthcare ETF

ETFs
-39.3K
- 80.18%
$85.65 - $98.34 $3.37M - $3.87M
9.73K $836K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-66.7K
- 91.96%
$39.3 - $41.34 $2.62M - $2.76M
5.83K $230K
ITB
Ishares Tr

ETFs
-12.7K
- 23.8%
$103.31 - $129.34 $1.31M - $1.64M
40.7K $4.21M
IXUS
Ishares Tr

ETFs
-30.5K
- 40.79%
$65.95 - $72.56 $2.01M - $2.21M
44.3K $2.93M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.5K
- 20.64%
$176.42 - $186.91 $2.03M - $2.15M
44.2K $7.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-34.6K
- 54.17%
$51.09 - $55.27 $1.77M - $1.91M
29.2K $1.5M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-15.1K
- 7.36%
$54.29 - $59.49 $822K - $901K
191K $10.5M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-17.6K
- 66.33%
$64.85 - $73.04 $1.14M - $1.29M
8.94K $584K
IEFA
Ishares Tr

ETFs
-9.35K
- 12.61%
$70.06 - $77.43 $655K - $724K
64.8K $4.55M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.3K
- 70.61%
$91.29 - $91.8 $1.12M - $1.13M
5.12K $468K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-25.6K
- 30.21%
$25.0 - $25.11 $640K - $643K
59.1K $1.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12.2K
- 35.3%
$49.79 - $51.14 $609K - $626K
22.4K $1.12M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-11.5K
- 9.31%
$28.56 - $30.02 $330K - $346K
112K $3.22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.87K
- 0.55%
$24.94 - $26.14 $46.6K - $48.9K
338K $8.45M
MSFT
Microsoft Corp

Technology
-614
- 8.19%
$406.35 - $454.46 $249K - $279K
6.88K $2.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-831
- 2.34%
$174.22 - $187.62 $145K - $156K
34.7K $6.08M
SRLN
Ssga Active Trust

ETFs
-6.6K
- 28.55%
$41.48 - $42.08 $274K - $278K
16.5K $689K
ABBV
Abb Vie Inc.

Healthcare
-409
- 4.24%
$164.99 - $203.87 $67.5K - $83.4K
9.23K $1.64M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.98K
- 0.35%
$17.65 - $18.18 $34.9K - $35.9K
565K $10M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.6K
- 21.38%
$61.52 - $66.5 $283K - $306K
16.9K $1.08M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.78K
- 1.75%
$99.85 - $100.22 $178K - $178K
99.9K $9.98M
XOM
Exxon Mobil Corp

Energy
-184
- 1.32%
$105.51 - $125.37 $19.4K - $23.1K
13.7K $1.48M
DVY
Ishares Tr

ETFs
-803
- 6.7%
$129.55 - $143.41 $104K - $115K
11.2K $1.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.8K
- 27.44%
$58.88 - $64.8 $106K - $116K
4.75K $280K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-3.2K
- 10.47%
$40.34 - $40.62 $129K - $130K
27.3K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-318
- 7.47%
$567.81 - $607.81 $181K - $193K
3.94K $2.31M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-980
- 11.36%
$126.68 - $134.74 $124K - $132K
7.64K $975K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-228
- 6.41%
$563.99 - $620.12 $129K - $141K
3.33K $1.9M
WM
Waste Management Inc

Industrials
-490
- 15.42%
$201.79 - $228.46 $98.9K - $112K
2.69K $542K
DFAI
Dimensional ETF Tr

ETFs
-1.63K
- 6.29%
$29.0 - $31.6 $47.2K - $51.4K
24.2K $707K
IWV
Ishares Russell 3000 ETF

ETFs
-355
- 26.03%
$323.08 - $349.08 $115K - $124K
1.01K $337K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.95K
- 12.08%
$47.65 - $48.6 $92.7K - $94.5K
14.2K $676K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.84K
- 6.76%
$44.33 - $49.55 $81.4K - $91K
25.3K $1.14M
EEM
Ishares Msci Emerging Markets

ETFs
-1.61K
- 21.99%
$41.82 - $47.36 $67.3K - $76.2K
5.71K $239K
IYH
Ishares Tr

ETFs
-773
- 11.03%
$57.53 - $65.24 $44.5K - $50.4K
6.24K $363K
WPC
W. P. Carey Inc.

Real Estate
-400
- 4.78%
$53.44 - $61.33 $21.4K - $24.5K
7.96K $434K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-56
- 0.13%
$113.92 - $127.38 $6.38K - $7.13K
43.5K $5.02M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.57K
- 6.53%
$19.8 - $20.06 $70.7K - $71.6K
51.1K $1.01M
VZ
Verizon Communications Inc

Communication Services
-728
- 7.75%
$39.6 - $45.21 $28.8K - $32.9K
8.66K $346K
IVE
Ishares S&P 500 Value ETF

ETFs
-85
- 1.02%
$189.5 - $206.17 $16.1K - $17.5K
8.28K $1.58M
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 0.72%
$288.47 - $316.54 $7.79K - $8.55K
3.73K $1.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
-73
- 0.71%
$183.23 - $199.79 $13.4K - $14.6K
10.2K $1.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-74
- 1.93%
$442.29 - $483.08 $32.7K - $35.7K
3.75K $1.7M
RDVY
First Trust Rising Dividend Ac

ETFs
-745
- 1.68%
$58.65 - $64.37 $43.7K - $48K
43.7K $2.58M
PEP
Pepsico Inc

Consumer Defensive
-100
- 6.15%
$151.29 - $176.1 $15.1K - $17.6K
1.53K $232K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-99
- 10.71%
$521.84 - $558.82 $51.7K - $55.3K
825 $445K
IVW
Ishares S&P 500 Growth ETF

ETFs
-764
- 12.81%
$94.43 - $105.47 $72.1K - $80.6K
5.2K $528K
ABT
Abbott Laboratories

Healthcare
-298
- 3.53%
$111.93 - $119.39 $33.4K - $35.6K
8.15K $922K
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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