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CIK: 0001727993
Total reported value
$504.9M
$504.9M
150 檔
27.1%
In Q4 2024, Eldridge Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $504.9M, distributed across 150 disclosed stock positions.
During Q4 2024, Eldridge Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.95% | +0.52% | +13.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.11% | +0.25% | -1.94% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.86% | -0.27% | -1.34% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.56% | +0.21% | -0.77% | |
| 5 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.28% | -0.02% | -26.49% | |
| 6 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 2.43% | -0.02% | -7.36% | |
| 7 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.33% | — | -0.35% | |
| 8 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.32% | -1.69% | -1.75% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.97% | +0.15% | -0.55% | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.96% | -0.15% | +14.61% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.95% | -0.01% | +0.89% | |
| 12 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.94% | -0.29% | +6.32% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.93% | +0.01% | +0.67% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.83% | -0.01% | -20.64% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.82% | — | +10.73% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | — | +9.75% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.63% | +0.02% | -6.68% | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.58% | +0.11% | +256.07% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.04% | -0.18% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.47% | -0.86% | +19.04% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.41% | -0.08% | -2.34% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.03% | -0.13% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | +0.04% | +0.17% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.09% | +0.34% | +39.12% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.07% | — | +19.24% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.06% | — | -12.61% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.04% | -0.08% | +67.14% | |
| 28 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.98% | — | -23.80% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.96% | +0.47% | — | |
| 30 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.75% | — | -9.31% | |
| 31 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.73% | +0.22% | +82.99% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.18% | +0.37% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.01% | +204.90% | |
| 34 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.69% | -0.23% | +143.49% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.68% | +0.12% | -40.79% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.03% | -8.19% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.64% | — | +1.83% | |
| 38 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.64% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.11% | +2.94% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-Other | 0.60% | +0.04% | -1.68% | |
| 41 | JSI | Jh Securitized Income ETF | ETF-Other | 0.59% | — | — | |
| 42 | EVTR | Eaton Vance Total Return | ETF-Other | 0.57% | +0.54% | +807.55% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.02% | +0.01% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.02% | -7.47% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.52% | — | +2.66% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | — | +3.13% | |
| 47 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.49% | -0.06% | +2.27% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.49% | -0.01% | +5.28% | |
| 49 | IQQQ | Proshares Ndx High Incom ETF | ETF-Other | 0.48% | — | — | |
| 50 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.47% | -0.45% | +123.72% |
According to official SEC Form 13F filings, Eldridge Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $504.9M across 150 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, SPYM) accounted for 27.1% of total reported equity market value during Q4 2024.
During Q4 2024, Eldridge Investment Advisors, Inc.'s top holdings by market value included ITOT (9.9%)、IVV (8.1%)、SPYM (6.9%). The largest single position, ITOT, represented 9.9% of total portfolio value.
In Q4 2024, Eldridge Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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