Eldridge Investment Advisors, Inc.

Q2 2025 13F Holdings

  • Location
    manchester, NH
  • Num holdings

    154

  • Value ($000)

    $478,308

  • Date Filed
    08/12/2025
  • 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 Q2 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
$44.86M
9 %

332,205

IVV
IVV

Ishares Core S&p 500 Etf

ETF
$35.13M
7 %

56,585

KRE
KRE

Spdr Portfolio S&p 500 Etf

ETF
$30.10M
6 %

414,023

NDQ
NDQ

Invesco Qqq Etf

ETF
$16.75M
4 %

30,363

JEPQ
JEPQ

Jpmorgan Nasdaq Equity Premium Income Etf

ETF
$13.70M
3 %

254,129

BBJP
BBJP

Jpmorgan Betabuilders Japan Etf

ETF
$13.18M
3 %

213,258

DYNF
DYNF

Ishares U S Equity Factor Rotation Active Etf

ETF
$13.05M
3 %

239,639

JHPI
JHPI

John Hancock Preferred Income Etf

ETF
$11.19M
2 %

496,370

JBND
JBND

Jpmorgan Active Bond Etf

ETF
$10.75M
2 %

201,405

JHMM
JHMM

John Hancock Multifactor Mid Cap Etf

ETF
$10.67M
2 %

174,565

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