Eldridge Investment Advisors, Inc. Portfolio Holdings

Eldridge Investment Advisors, Inc.

  • $426 Million
  • Q3 2024

Eldridge Investment Advisors, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $36.8M, Ishares Core S&P 500 ETF with a value of $34.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.3M, J P Morgan ETF Tr Nasdaq Equit with a value of $18.5M, and Invesco Qqq Trust, Series 1 with a value of $14.7M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $397M to 426M.

Eldridge Investment Advisors, Inc. is based out at Manchester, NH

Below you can find more details about Eldridge Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $426 Million
ETFs: $376 Million
Technology: $10.5 Million
Healthcare: $5.32 Million
Industrials: $5.02 Million
Financial Services: $4.91 Million
Consumer Cyclical: $2.72 Million
Energy: $2.34 Million
Consumer Defensive: $1.78 Million
Other: $2.31 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.61B
$231,000 0.05% of portfolio
4,434
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $426 Million
  • Prior Value $397 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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