Eldridge Investment Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    manchester, NH
  • Num holdings

    158

  • Value ($000)

    $439,246

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001727993
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ITOT
ITOT

Ishares Core S&p Total U S Stock Market Etf

ETF
$48.11 M
11 %

330,295

KRE
KRE

Spdr Portfolio S&p 500 Etf

ETF
$31.90 M
7 %

407,151

IVV
IVV

Ishares Core S&p 500 Etf

ETF
$26.69 M
6 %

39,884

DYNF
DYNF

Ishares U S Equity Factor Rotation Active Etf

ETF
$16.85 M
4 %

284,579

JHMM
JHMM

John Hancock Multifactor Mid Cap Etf

ETF
$11.91 M
3 %

184,143

JHPI
JHPI

John Hancock Preferred Income Etf

ETF
$11.71 M
3 %

505,392

JBND
JBND

Jpmorgan Active Bond Etf

ETF
$11.68 M
3 %

215,585

JEPQ
JEPQ

Jpmorgan Nasdaq Equity Premium Income Etf

ETF
$11.65 M
3 %

204,188

BBJP
BBJP

Jpmorgan Betabuilders Japan Etf

ETF
$11.57 M
3 %

174,420

NDQ
NDQ

Invesco Qqq Etf

ETF
$11.32 M
3 %

18,854

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