HoldingsChannel.com
Eldridge Investment Advisors Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Ishares Core S&p 500 Etf (IVV) 122,800 -379 $31,732
     IVV122,800-379$31,732
Ishares Core S&p Total U S Stock Market Etf (ITOT) 281,692 +53,790 $16,116
     ITOT281,692+53,790$16,116
First Trust Tcw Opportunistic Fixed Income Etf (FIXD) 293,288 -3,496 $15,459
     FIXD293,288-3,496$15,459
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf (RDVY) 395,073 +6,049 $10,126
     RDVY395,073+6,049$10,126
First Trust Exchange Traded Fd Iii Managed Mun Etf (FMB) 150,980 +7,284 $8,163
     FMB150,980+7,284$8,163
Ishares Core U S Aggregate Bond Etf (AGG) 64,960 -16,827 $7,478
     AGG64,960-16,827$7,478
Invesco Qqq Etf (QQQ) 34,872 +3,680 $6,640
     QQQ34,872+3,680$6,640
Ishares Short Treasury Bond Etf (SHV) 49,571 +3,458 $5,497
     SHV49,571+3,458$5,497
First Trust Value Line Dividend Index Etf (FVD) 180,810 -3,426 $5,005
     FVD180,810-3,426$5,005
Ishares Edge Msci Usa Momentum Factor Etf (MTUM) 39,878 -3,901 $4,246
     MTUM39,878-3,901$4,246
Invesco S&p 500 Equal Weight Etf (RSP) 50,336 -4,465 $4,229
     RSP50,336-4,465$4,229
Jp Morgan U S Aggregate Bond Etf (JAGG) 136,932 +103,852 $3,697
     JAGG136,932+103,852$3,697
Ishares U S Treasury Bond Etf (GOVT) 127,621 +127,621 $3,575
     GOVT127,621+127,621$3,575
Ishares Ultra Short Term Bond Etf (ICSH) 55,264 -913 $2,760
     ICSH55,264-913$2,760
Spdr Intermediate Term Treasury Etf (SPTI) 82,242 +82,242 $2,722
     SPTI82,242+82,242$2,722
First Trust Lunt U S Factor Rotation Etf (FCTR) 123,628 +83,090 $2,191
     FCTR123,628+83,090$2,191
Jp Morgan Ultra Short Income Etf (JPST) 41,925 +5,188 $2,082
     JPST41,925+5,188$2,082
Ishares Core Msci Total Intl Stock Etf (IXUS) 39,099 -5,180 $1,838
     IXUS39,099-5,180$1,838
First Trust Low Duration Opportunities Etf (LMBS) 35,430 -28,396 $1,807
     LMBS35,430-28,396$1,807
Spdr S&p Mid Cap 400 Etf (MDY) 6,655 -6 $1,749
     MDY6,655-6$1,749
Spdr S&p 500 Etf (SPY) 6,603 -925 $1,702
     SPY6,603-925$1,702
Vanguard Mun Bd Tax Exempt Bond Index Etf (VTEB) 31,096 +9,493 $1,642
     VTEB31,096+9,493$1,642
Apple Inc 6,281 +90 $1,597
     AAPL6,281+90$1,597
Ishares Russell 2000 Etf (IWM) 13,930 -870 $1,594
     IWM13,930-870$1,594
First Trust Iv Enhanced Short Maturity Etf New (FTSM) 26,736 -3,259 $1,578
     FTSM26,736-3,259$1,578
Vanguard High Dividend Yield Etf (VYM) 22,046 +1,771 $1,560
     VYM22,046+1,771$1,560
Vanguard Total Stock Market Etf (VTI) 9,224 +214 $1,189
     VTI9,224+214$1,189
Berkshire Hathaway Inc Cl B New      $1,172
     BRK.B6,410UNCH$1,172
Ishares S&p 500 Value Etf (IVE) 11,687 -198 $1,125
     IVE11,687-198$1,125
Ishares Core Msci Emerging Markets Etf (IEMG) 27,620 +12,603 $1,118
     IEMG27,620+12,603$1,118
Microsoft Corp 6,824 -17 $1,076
     MSFT6,824-17$1,076
John Hancock Multifactor Mid Cap Etf (JHMM) 34,244 -1,300 $973
     JHMM34,244-1,300$973
Ishares Ibonds Dec 2020 Term Corp Etf Corp Etf (IBDL) 35,929 -19,221 $904
     IBDL35,929-19,221$904
Abbott Laboratories 8,951 +2 $706
     ABT8,951+2$706
W P Carey Inc 11,950 +150 $694
     WPC11,950+150$694
United Parcel Service Inc Cl B 7,340 +5 $686
     UPS7,340+5$686
Abbvie Inc 8,725 +5 $665
     ABBV8,725+5$665
Ishares Core S&p Small Cap Etf (IJR) 11,496 -2,556 $645
     IJR11,496-2,556$645
Mcdonalds Corp 3,650 +120 $604
     MCD3,650+120$604
Ishares Select Dividend Etf (DVY) 8,108 +200 $596
     DVY8,108+200$596
Caterpillar Inc 5,112 +400 $593
     CAT5,112+400$593
Ishares Russell Mid Cap Growth Etf (IWP) 4,839 -75 $588
     IWP4,839-75$588
Exxon Mobil Corp 15,487 +4,015 $588
     XOM15,487+4,015$588
Ishares Msci Emerging Markets Etf (EEM) 16,774 -175 $573
     EEM16,774-175$573
Merck & Company Inc New 7,260 +4 $559
     MRK7,260+4$559
Verizon Communications Inc 10,282 +6 $552
     VZ10,282+6$552
Ishares Global Tech Etf (IXN) 3,009 +3,009 $549
     IXN3,009+3,009$549
John Hancock Multifactor Emerging Markets Etf (JHEM) 27,315 -14,218 $541
     JHEM27,315-14,218$541
Ishares Ibonds Dec 2021 Term Corp Etf (IBDM) 21,615 -3,939 $532
     IBDM21,615-3,939$532
Spdr S&p Regional Banking Etf (KRE) 15,606 -5,160 $509
     KRE15,606-5,160$509

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 03/31/2020: $175,876
At 12/31/2019: $204,361

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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