Eldridge Investment Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    manchester, NH
  • Num holdings

    150

  • Value ($000)

    $430

  • Date Filed
    02/10/2025
  • 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 Q4 2024 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
$42.77K
10 %

332,544

IVV
IVV

Ishares Core S&p 500 Etf

ETF
$34.87K
8 %

59,225

KRE
KRE

Spdr Portfolio S&p 500 Etf

ETF
$29.51K
7 %

428,093

NDQ
NDQ

Invesco Qqq Etf

ETF
$15.32K
4 %

29,977

JEPQ
JEPQ

Jp Morgan Nasdaq Equity Prem Income Etf

ETF
$14.11K
3 %

250,192

BBJP
BBJP

Jpmorgan Betabuilders Japan Etf New

ETF
$10.46K
2 %

190,645

FPE
FPE

First Trust Preferred Securities & Income Etf

ETF
$10.01K
2 %

565,413

GBIL
GBIL

Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket

ETF
$9.98K
2 %

99,855

KRE
KRE

Spdr Portfolio Aggregate Bond Etf

ETF
$8.45K
2 %

338,177

---

Spdr Intermediate Term Treasury Etf

ETF
$8.42K
2 %

301,975

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