Eldridge Investment Advisors, Inc. Reduced Holdings in Q1 2025

Eldridge Investment Advisors, Inc.

  • $402 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-36.6K
- 82.79%
$168.16 - $186.21 $6.15M - $6.81M
7.61K $1.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.4K
- 4.06%
$554.06 - $615.85 $1.33M - $1.48M
56.8K $31.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.95K
- 1.79%
$120.29 - $134.6 $715K - $801K
327K $39.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10K
- 2.34%
$64.88 - $72.1 $650K - $722K
418K $27.5M
Jpmorgan Equity Focus ETF
-2.45K
- 9.42%
N/A
23.6K $0
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-67.4K
- 22.32%
$27.64 - $28.58 $1.86M - $1.93M
235K $6.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-603
- 2.01%
$468.34 - $539.52 $282K - $325K
29.4K $13.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.97K
- 26.74%
$192.82 - $222.1 $1.15M - $1.33M
16.3K $3.15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.08K
- 2.03%
$51.45 - $58.51 $261K - $297K
245K $12.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-13.7K
- 65.28%
$100.34 - $100.68 $1.37M - $1.38M
7.29K $733K
AAPL
Apple Inc.

Technology
-1.66K
- 6.58%
$209.68 - $247.1 $348K - $411K
23.6K $5.24M
IXN
Ishares Global Information Tec

ETFs
-8.99K
- 47.67%
$75.73 - $88.4 $681K - $795K
9.87K $747K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-31K
- 9.17%
$24.73 - $25.62 $767K - $794K
307K $7.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-406
- 0.31%
$57.21 - $65.8 $23.2K - $26.7K
133K $7.73M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-22.4K
- 6.66%
$23.29 - $23.38 $521K - $523K
313K $7.33M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-19.7K
- 33.29%
$25.05 - $25.16 $493K - $495K
39.4K $991K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.05%
$360.07 - $417.26 $2.16K - $2.5K
11.8K $4.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.04%
$102.49 - $119.96 $1.95K - $2.28K
43.5K $4.55M
STOT
Spdr Doubleline Short Duration

ETFs
-9.19K
- 22.28%
$46.74 - $47.25 $429K - $434K
32K $1.51M
MSFT
Microsoft Corp

Technology
-217
- 3.15%
$375.39 - $447.2 $81.5K - $97K
6.66K $2.5M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-19.6K
- 38.38%
$19.8 - $19.97 $388K - $392K
31.5K $625K
IWM
Ishares Russell 2000 ETF

ETFs
-670
- 6.31%
$198.1 - $229.79 $133K - $154K
9.95K $1.98M
VTI
Vanguard Total Stock Market Et

ETFs
-567
- 6.15%
$271.18 - $303.12 $154K - $172K
8.65K $2.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.04K
- 2.98%
$169.43 - $182.84 $175K - $189K
33.6K $5.83M
SRLN
Ssga Active Trust

ETFs
-4.63K
- 28.01%
$41.02 - $41.99 $190K - $194K
11.9K $489K
SPY
Spdr S&P 500 ETF Trust

ETFs
-134
- 3.4%
$551.42 - $612.93 $73.9K - $82.1K
3.8K $2.13M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-7.68K
- 6.83%
$28.27 - $29.28 $217K - $225K
105K $3.04M
CAT
Caterpillar Inc

Industrials
-20
- 0.38%
$326.75 - $407.63 $6.54K - $8.15K
5.24K $1.73M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-51
- 1.53%
$522.96 - $601.18 $26.7K - $30.7K
3.28K $1.75M
UPS
United Parcel Service Inc

Industrials
-124
- 1.61%
$109.66 - $136.26 $13.6K - $16.9K
7.57K $832K
IYH
Ishares Tr

ETFs
-2.35K
- 37.67%
$58.32 - $62.76 $137K - $147K
3.89K $236K
HD
Home Depot, Inc.

Consumer Cyclical
-275
- 27.61%
$347.25 - $424.87 $95.5K - $117K
721 $264K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-240
- 14.37%
$408.78 - $448.82 $98.1K - $108K
1.43K $600K
AMZN
Amazon Com Inc

Consumer Cyclical
-345
- 23.36%
$190.26 - $242.06 $65.6K - $83.5K
1.13K $215K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-2.05K
- 14.51%
$47.35 - $48.24 $97.3K - $99.1K
12.1K $575K
IWP
Ishares Russell Mid Cap Growth

ETFs
-40
- 0.4%
$114.9 - $139.6 $4.6K - $5.58K
10K $1.18M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-974
- 19.02%
$91.45 - $91.75 $89.1K - $89.4K
4.15K $380K
GOOG
Alphabet Inc.

Communication Services
-70
- 3.19%
$156.06 - $207.71 $10.9K - $14.5K
2.12K $331K
NVDA
Nvidia Corp

Technology
-95
- 4.32%
$106.98 - $149.43 $10.2K - $14.2K
2.11K $228K
RDVY
First Trust Rising Dividend Ac

ETFs
-339
- 0.78%
$57.22 - $63.39 $19.4K - $21.5K
43.3K $2.54M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-15
- 0.25%
$196.12 - $229.48 $2.94K - $3.44K
6.07K $1.23M
HYG
Ishares Tr

ETFs
-350
- 8.88%
$78.51 - $80.11 $27.5K - $28K
3.59K $283K
WMT
Walmart Inc.

Consumer Defensive
-195
- 7.77%
$84.5 - $105.05 $16.5K - $20.5K
2.32K $203K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.12K
- 5.05%
$48.43 - $49.9 $54.1K - $55.7K
21K $1.05M
PFE
Pfizer Inc

Healthcare
-250
- 2.06%
$25.01 - $27.13 $6.25K - $6.78K
11.9K $301K
PG
Procter & Gamble CO

Consumer Defensive
-141
- 7.26%
$158.56 - $176.26 $22.4K - $24.9K
1.8K $306K
JPM
Jpmorgan Chase & CO

Financial Services
-157
- 3.39%
$225.19 - $279.95 $35.4K - $44K
4.47K $1.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-370
- 5.52%
$87.68 - $94.52 $32.4K - $35K
6.34K $593K
MCD
Mcdonalds Corp

Consumer Cyclical
-230
- 6.16%
$279.74 - $321.29 $64.3K - $73.9K
3.5K $1.09M
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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