Eldridge Investment Advisors, Inc. Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$434.7B
Holdings
157
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (157 positions)
| Stock | Value |
|---|---|
FHLCFidelity Msci Healthcare Index Etf | $611K |
DONSpdr Dow Jones Industrial Average Etf | $600K |
ISPYProshares S&p 500 High Income Etf | $600K |
USMVIshares Msci Usa Min Volatility Factor Etf | $593K |
DFNMDimensional National Municipal Bond Etf | $576K |
DFAUDimensional U S Core Etf | $562K |
FTCSFirst Trust Capital Strength Etf | $553K |
METAMeta Platforms Inc Cl A | $549K |
VOOVanguard S&p 500 Index Etf | $486K |
SRLNSpdr Blackstone Senior Ln Etf | $486K |
IVWIshares S&p 500 Growth Etf | $483K |
VTESVanguard Short Term Tax Exempt Bond Etf | $469K |
AVGOBroadcom Inc | $469K |
XLFFinancial Select Sector Spdr Etf | $465K |
IAUIshares Ibonds December 2025 Municipal Etf | $463K |
WPCW P Carey Inc | $454K |
GEGe Aerospace | $441K |
AVMCAvantis U S Mid Cap Equity Etf | $423K |
GQ9Spdr Gold Trust Gold Shares | $396K |
NEENextera Energy Inc | $384K |
IBTHIshares Ibonds December 2027 Treasury Etf | $382K |
BILSpdr Bloomberg 1-3 Month T-bill Etf | $379K |
BACVerizon Communications Inc | $379K |
COSTCostco Wholesale Corp | $378K |
RTXRtx Corp | $371K |
EFAIshares Msci Eafe Etf | $368K |
FTECFidelity Msci Information Tech Index Etf | $364K |
SPYVSpdr Portfolio S&p 500 Value Etf | $363K |
TMOThermo Fisher Scientific Inc | $352K |
SDYSpdr Series Trust S&p Dividend Etf | $339K |
BUDAnheuser Busch Inbev Sa/nv | $339K |
GOOGAlphabet Inc Cl C | $332K |
IWVIshares Russell 3000 Etf | $321K |
PGProcter & Gamble Co | $307K |
PFEPfizer Inc | $302K |
ATECAlphatec Holdings Inc | $296K |
VXUSVanguard Total Intl Stock Index Etf | $295K |
HYGIshares Iboxx $ High Yield Corporate Bond Etf | $283K |
GLDMWorld Gold Trust Spdr Gold Minishares Trust New Etf | $274K |
XLEEnergy Select Sector Spdr Etf | $274K |
HDHome Depot Inc | $264K |
LVLNSpdr S&p Regional Banking Etf | $260K |
VPLSVanguard Core Plus Bond Etf | $250K |
KOCoca-cola Company | $244K |
IYHIshares U S Healthcare Etf | $237K |
TOTLSpdr Doubleline Total Return Tactical Etf | $234K |
PEPPepsico Inc | $229K |
NVDANvidia Corp | $228K |
RJFRaymond James Financial Inc | $216K |
AMZNAmazon.com Inc | $215K |
VLUEIshares Msci Usa Value Factor Etf | $214K |
BMYBristol Myers Squibb Company | $208K |
IBMOIshares Ibonds December 2026 Municipal Etf | $204K |
WMTWalmart Inc | $203K |
AVEMAvantis Emerging Markets Equity Etf | $24K |
BBYBest Buy Company Inc | $1K |
—Geltech Solutions Inc | $0 |
PreviousPage 2 of 2