Eldridge Investment Advisors, Inc. Reduced Holdings in Q3 2025

Eldridge Investment Advisors, Inc.

  • $385 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-79.8K
- 87.57%
$94.17 - $99.95 $7.51M - $7.97M
11.3K $1.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-121K
- 91.13%
$62.09 - $66.51 $7.5M - $8.03M
11.8K $767K
IVV
Ishares Core S&P 500 ETF

ETFs
-16.9K
- 29.81%
$620.67 - $670.08 $10.5M - $11.3M
39.9K $26.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31.3K
- 72.0%
$108.46 - $120.63 $3.4M - $3.78M
12.2K $1.45M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-112K
- 35.57%
$23.29 - $23.38 $2.6M - $2.61M
202K $4.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8.24K
- 69.78%
$420.11 - $472.68 $3.46M - $3.9M
3.57K $1.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.5K
- 35.81%
$546.99 - $602.2 $5.75M - $6.34M
18.9K $11.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-86.6K
- 77.68%
$26.38 - $27.95 $2.29M - $2.42M
24.9K $679K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-76.9K
- 25.04%
$25.21 - $25.99 $1.94M - $2M
230K $5.95M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-15K
- 69.27%
$79.39 - $90.39 $1.19M - $1.36M
6.65K $589K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-15.9K
- 75.5%
$49.78 - $50.75 $790K - $805K
5.15K $260K
GBIL
Goldman Sachs Access Treasury

ETFs
-7.68K
- 7.28%
$99.82 - $100.23 $766K - $769K
97.7K $9.79M
IEMG
Ishares Inc

ETFs
-13.7K
- 23.07%
N/A
45.8K $2.46M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-10.1K
- 52.56%
$81.55 - $85.33 $820K - $858K
9.08K $771K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-15K
- 51.72%
$40.49 - $40.7 $607K - $611K
14K $569K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-981
- 29.94%
$567.09 - $607.37 $556K - $596K
2.3K $1.37M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.61K
- 24.22%
$192.76 - $203.86 $504K - $533K
8.18K $1.67M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.26K
- 3.81%
$50.53 - $50.82 $266K - $268K
133K $6.75M
STOT
Spdr Doubleline Short Duration

ETFs
-5.48K
- 17.1%
$47.11 - $47.46 $258K - $260K
26.6K $1.26M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.01K
- 22.32%
$48.5 - $50.19 $243K - $252K
17.4K $873K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.21K
- 30.36%
$100.37 - $100.74 $222K - $223K
5.08K $511K
UPS
United Parcel Service Inc

Industrials
-16
- 0.21%
$82.58 - $105.54 $1.32K - $1.69K
7.56K $631K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.75K
- 22.98%
$182.33 - $194.5 $319K - $340K
5.86K $1.14M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.19K
- 44.92%
$52.12 - $55.33 $166K - $177K
3.91K $216K
DFAU
Dimensional ETF Tr

ETFs
-4.75K
- 32.46%
$42.42 - $45.96 $201K - $218K
9.88K $452K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.14%
$459.11 - $506.91 $2.3K - $2.53K
3.61K $1.81M
XOM
Exxon Mobil Corp

Energy
-216
- 1.58%
$105.83 - $117.22 $22.9K - $25.3K
13.5K $1.52M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-2.04K
- 16.86%
$47.18 - $48.17 $96.2K - $98.3K
10.1K $482K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-33K
- 15.92%
$59.11 - $67.35 $1.95M - $2.22M
174K $11.6M
CVX
Chevron Corp

Energy
-84
- 1.78%
$145.57 - $161.83 $12.2K - $13.6K
4.63K $718K
HYG
Ishares Tr

ETFs
-834
- 23.22%
$79.85 - $81.32 $66.6K - $67.8K
2.76K $223K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-625
- 9.86%
$92.18 - $95.14 $57.6K - $59.5K
5.71K $543K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.05K
- 23.39%
$87.29 - $93.61 $92K - $98.7K
3.45K $322K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.4K
- 8.07%
$26.71 - $26.81 $37.3K - $37.4K
15.9K $426K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-496
- 2.59%
$101.12 - $106.18 $50.2K - $52.7K
18.7K $1.93M
PG
Procter & Gamble CO

Consumer Defensive
-6
- 0.33%
$150.47 - $161.22 $903 - $967
1.8K $275K
VZ
Verizon Communications Inc

Communication Services
-76
- 0.91%
$40.84 - $45.06 $3.1K - $3.42K
8.27K $363K
PFE
Pfizer Inc

Healthcare
-600
- 5.04%
$23.29 - $25.88 $14K - $15.5K
11.3K $288K
Proshares Nasdaq 100 High Income ETF
-6.88K
- 13.04%
N/A
45.9K $0
Avantis U S Mid Cap Equity ETF
-371
- 5.44%
N/A
6.45K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-19.3K
- 56.19%
N/A
15.1K $0
Vanguard Short Term Tax Exempt Bond ETF
-182
- 3.89%
N/A
4.5K $0
Eaton Vance Total Return Return ETF
-11.4K
- 7.77%
N/A
135K $0
Proshares S&P 500 High Income ETF
-652
- 4.57%
N/A
13.6K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.41K
- 4.88%
$41.91 - $44.87 $59.2K - $63.4K
27.5K $1.23M
IWV
Ishares Russell 3000 ETF

ETFs
-65
- 6.44%
$351.04 - $379.81 $22.8K - $24.7K
944 $357K
IVE
Ishares S&P 500 Value ETF

ETFs
-394
- 4.76%
$194.44 - $206.51 $76.6K - $81.4K
7.89K $1.63M
RTX
Raytheon Technologies Corp

Industrials
-215
- 7.68%
$144.19 - $167.33 $31K - $36K
2.58K $432K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 2.01%
$567.77 - $614.76 $10.8K - $11.7K
926 $567K
Activity Summary
Buys All Purchases 72 New Holdings 22 Increased Positions 50 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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