Eldridge Investment Advisors, Inc. Portfolio Holdings

Eldridge Investment Advisors, Inc.

  • $430 Million
  • Q4 2024

Eldridge Investment Advisors, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $430 Million distributed in 150 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 $42.8M, Ishares Core S&P 500 ETF with a value of $34.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.5M, Invesco Qqq Trust, Series 1 with a value of $15.3M, and J P Morgan ETF Tr Nasdaq Equit with a value of $14.1M.

Examining the 13F form we can see an increase of $4.14M in the current position value, from $426M to 430M.

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 $430 Million
ETFs: $368 Million
Technology: $10.7 Million
Financial Services: $5.17 Million
Healthcare: $4.99 Million
Industrials: $4.38 Million
Consumer Cyclical: $3.06 Million
Energy: $2.17 Million
Consumer Defensive: $1.64 Million
Other: $2.14 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.11B
$268,000 0.06% of portfolio
29,185
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $430 Million
  • Prior Value $426 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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