HoldingsChannel.com
Eldridge Investment Advisors Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Ishares Core S&p 500 Etf (IVV) 130,340 -10,936 $38,909
     IVV130,340-10,936$38,909
First Trust Tcw Opportunistic Fixed Income Etf (FIXD) 283,827 +94,508 $14,945
     FIXD283,827+94,508$14,945
Ishares Core S&p Total U S Stock Market Etf (ITOT) 209,300 -8,983 $14,038
     ITOT209,300-8,983$14,038
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf (RDVY) 379,497 -25,350 $12,087
     RDVY379,497-25,350$12,087
Ishares Core U S Aggregate Bond Etf (AGG) 92,645 +35,795 $10,461
     AGG92,645+35,795$10,461
First Trust Exchange Traded Fd Iii Managed Mun Etf (FMB) 137,295 +2,326 $7,628
     FMB137,295+2,326$7,628
First Trust Value Line Dividend Index Etf (FVD) 180,642 +180,642 $6,299
     FVD180,642+180,642$6,299
Invesco S&p 500 Equal Weight Etf (RSP) 55,415 +398 $5,989
     RSP55,415+398$5,989
Ishares Edge Msci Usa Momentum Factor Etf (MTUM) 49,663 -19,913 $5,922
     MTUM49,663-19,913$5,922
Invesco Qqq Etf (QQQ) 31,094 +219 $5,871
     QQQ31,094+219$5,871
Ishares Short Treasury Bond Etf (SHV) 49,700 -11,520 $5,488
     SHV49,700-11,520$5,488
Ishares 3 7yr Treasury Bond Etf (IEI) 28,731 +654 $3,637
     IEI28,731+654$3,637
Ishares Core Msci Total Intl Stock Etf (IXUS) 58,352 +40,042 $3,370
     IXUS58,352+40,042$3,370
Ishares Ultra Short Term Bond Etf (ICSH) 64,988 +9,892 $3,268
     ICSH64,988+9,892$3,268
Spdr S&p Mid Cap 400 Etf (MDY) 7,096 -596 $2,501
     MDY7,096-596$2,501
First Trust Low Duration Opportunities Etf (LMBS) 46,133 -47,570 $2,398
     LMBS46,133-47,570$2,398
Ishares Russell 2000 Etf (IWM) 15,179 -480 $2,297
     IWM15,179-480$2,297
Spdr S&p 500 Etf (SPY) 7,709 -538 $2,288
     SPY7,709-538$2,288
Jp Morgan Ultra Short Income Etf (JPST) 36,741 -3,457 $1,853
     JPST36,741-3,457$1,853
First Trust Iv Enhanced Short Maturity Etf New (FTSM) 29,782 +119 $1,789
     FTSM29,782+119$1,789
Ishares Ibonds Dec 2020 Term Corp Etf Corp Etf (IBDL) 62,005 -1,883 $1,570
     IBDL62,005-1,883$1,570
Vanguard High Dividend Yield Etf (VYM) 16,553 +10,372 $1,469
     VYM16,553+10,372$1,469
Ishares S&p 500 Value Etf (IVE) 11,800 -22 $1,406
     IVE11,800-22$1,406
Apple Inc 6,091 +20 $1,364
     AAPL6,091+20$1,364
Vanguard Total Stock Market Etf (VTI) 8,989 -80 $1,357
     VTI8,989-80$1,357
Berkshire Hathaway Inc Cl B New      $1,333
     BRK.B6,410UNCH$1,333
John Hancock Multifactor Mid Cap Etf (JHMM) 36,054 -4,634 $1,328
     JHMM36,054-4,634$1,328
Ishares 20 Yr Treasury Bond Etf (TLT) 9,142 +9,142 $1,306
     TLT9,142+9,142$1,306
Spdr S&p Regional Banking Etf (KRE) 22,643 -4,813 $1,195
     KRE22,643-4,813$1,195
W P Carey Inc 12,725 UNCH $1,139
     WPC12,725UNCH$1,139
Ishares Core S&p Small Cap Etf (IJR) 14,186 +1,090 $1,104
     IJR14,186+1,090$1,104
John Hancock Multifactor Emerging Markets Etf (JHEM) 41,844 -4,326 $1,022
     JHEM41,844-4,326$1,022
Microsoft Corp 7,213 -159 $1,003
     MSFT7,213-159$1,003
United Parcel Service Inc Cl B 7,332 +3 $879
     UPS7,332+3$879
Exxon Mobil Corp 11,822 UNCH $835
     XOM11,822UNCH$835
Ishares Core S&p Mid Cap Etf (IJH) 4,165 +240 $805
     IJH4,165+240$805
Ishares Edge Msci Usa Value Factor Etf (VLUE) 9,444 -2,964 $775
     VLUE9,444-2,964$775
Mcdonalds Corp 3,530 UNCH $758
     MCD3,530UNCH$758
Abbott Laboratories 8,948 +2 $749
     ABT8,948+2$749
Ishares Core Msci Emerging Markets Etf (IEMG) 14,881 +3,569 $729
     IEMG14,881+3,569$729
Ishares Russell Mid Cap Growth Etf (IWP) 4,989 UNCH $705
     IWP4,989UNCH$705
Ishares Msci Emerging Markets Etf (EEM) 16,800 +305 $687
     EEM16,800+305$687
Caterpillar Inc 5,412 +3,388 $684
     CAT5,412+3,388$684
Abbvie Inc 8,716 +7 $660
     ABBV8,716+7$660
First Trust Cap Strength Etf (FTCS) 10,745 -104,325 $610
     FTCS10,745-104,325$610
Merck & Company Inc New 7,251 +4 $610
     MRK7,251+4$610
Ishares Select Dividend Etf (DVY) 5,755 +425 $587
     DVY5,755+425$587
Select Utilities Select Sector Spdr Etf (XLU) 8,800 +375 $570
     XLU8,800+375$570
Verizon Communications Inc 9,411 +4 $568
     VZ9,411+4$568
Vanguard Growth Etf (VUG) 3,354 UNCH $558
     VUG3,354UNCH$558

See Full List: All Stocks Held By Eldridge Investment Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Eldridge Investment Advisors Inc.

Size ($ in 1000's)
At 09/30/2019: $193,726
At 06/30/2019: $187,561

Eldridge Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Eldridge Investment Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Eldridge Investment Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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