HoldingsChannel.com
Eldridge Investment Advisors Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Ishares Core S&p 500 Etf (IVV) 141,276 +455 $41,641
     IVV141,276+455$41,641
Ishares Core S&p Total U S Stock Market Etf (ITOT) 218,283 +4,043 $14,544
     ITOT218,283+4,043$14,544
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf (RDVY) 404,847 -1,956 $12,575
     RDVY404,847-1,956$12,575
First Trust Tcw Opportunistic Fixed Income Etf (FIXD) 189,319 +14,718 $9,805
     FIXD189,319+14,718$9,805
Ishares Edge Msci Usa Momentum Factor Etf (MTUM) 69,576 -229 $8,252
     MTUM69,576-229$8,252
First Trust Exchange Traded Fd Iii Managed Mun Etf (FMB) 134,969 +829 $7,392
     FMB134,969+829$7,392
Ishares Short Treasury Bond Etf (SHV) 61,220 +24,416 $6,761
     SHV61,220+24,416$6,761
First Trust Cap Strength Etf (FTCS) 115,070 -4,446 $6,497
     FTCS115,070-4,446$6,497
Ishares Core U S Aggregate Bond Etf (AGG) 56,850 +4,118 $6,316
     AGG56,850+4,118$6,316
Invesco S&p 500 Equal Weight Etf (RSP) 55,017 +182 $5,931
     RSP55,017+182$5,931
Invesco Qqq Etf (QQQ) 30,875 +352 $5,766
     QQQ30,875+352$5,766
First Trust Low Duration Opportunities Etf (LMBS) 93,703 -13,040 $4,843
     LMBS93,703-13,040$4,843
Ishares 3 7yr Treasury Bond Etf (IEI) 28,077 +3,611 $3,525
     IEI28,077+3,611$3,525
Ishares Ultra Short Term Bond Etf (ICSH) 55,096 +3,341 $2,770
     ICSH55,096+3,341$2,770
Spdr S&p Mid Cap 400 Etf (MDY) 7,692 -58 $2,728
     MDY7,692-58$2,728
Ishares Russell 2000 Etf (IWM) 15,659 -48 $2,435
     IWM15,659-48$2,435
Spdr S&p 500 Etf (SPY) 8,247 -113 $2,416
     SPY8,247-113$2,416
Jp Morgan Ultra Short Income Etf (JPST) 40,198 +830 $2,026
     JPST40,198+830$2,026
First Trust Iv Enhanced Short Maturity Etf New (FTSM) 29,663 -3,788 $1,781
     FTSM29,663-3,788$1,781
Ishares Ibonds Dec 2020 Term Corp Etf Corp Etf (IBDL) 63,888 -20,951 $1,616
     IBDL63,888-20,951$1,616
John Hancock Multifactor Mid Cap Etf (JHMM) 40,688 -630 $1,485
     JHMM40,688-630$1,485
Spdr Bloomberg Barclays Invt Grade Fltg Rate Etf (FLRN) 47,922 -8,168 $1,469
     FLRN47,922-8,168$1,469
Spdr S&p Regional Banking Etf (KRE) 27,456 -95 $1,467
     KRE27,456-95$1,467
Ishares S&p 500 Value Etf (IVE) 11,822 +323 $1,378
     IVE11,822+323$1,378
Berkshire Hathaway Inc Cl B New      $1,366
     BRK.B6,410UNCH$1,366
Vanguard Total Stock Market Etf (VTI) 9,069 -323 $1,361
     VTI9,069-323$1,361
Apple Inc 6,071 +406 $1,202
     AAPL6,071+406$1,202
John Hancock Multifactor Emerging Markets Etf (JHEM) 46,170 -423 $1,183
     JHEM46,170-423$1,183
Ishares Core Msci Total Intl Stock Etf (IXUS) 18,310 +1,124 $1,074
     IXUS18,310+1,124$1,074
W P Carey Inc 12,725 +400 $1,033
     WPC12,725+400$1,033
Ishares Core S&p Small Cap Etf (IJR) 13,096 +48 $1,025
     IJR13,096+48$1,025
Ishares Edge Msci Usa Value Factor Etf (VLUE) 12,408 -44,666 $1,007
     VLUE12,408-44,666$1,007
Microsoft Corp 7,372 +3 $988
     MSFT7,372+3$988
Exxon Mobil Corp 11,822 +171 $906
     XOM11,822+171$906
Ishares 1 3 Yr Treasury Bond Etf (SHY) 9,805 -33,505 $830
     SHY9,805-33,505$830
Ishares Core S&p Mid Cap Etf (IJH) 3,925 -261 $763
     IJH3,925-261$763
United Parcel Service Inc Cl B 7,329 +3 $757
     UPS7,329+3$757
Abbott Laboratories 8,946 +1 $752
     ABT8,946+1$752
Mcdonalds Corp 3,530 UNCH $733
     MCD3,530UNCH$733
Ishares Russell Mid Cap Growth Etf (IWP) 4,989 UNCH $711
     IWP4,989UNCH$711
Ishares Msci Emerging Markets Etf (EEM) 16,495 +165 $708
     EEM16,495+165$708
Abbvie Inc 8,709 +48 $633
     ABBV8,709+48$633
Ishares 7 10yr Treasury Bond Etf (IEF) 5,589 -2,314 $614
     IEF5,589-2,314$614
Merck & Company Inc New 7,247 +4 $608
     MRK7,247+4$608
Ishares Core Msci Emerging Markets Etf (IEMG) 11,312 +3,640 $582
     IEMG11,312+3,640$582
Vanguard Growth Etf (VUG) 3,354 UNCH $548
     VUG3,354UNCH$548
Vanguard High Dividend Yield Etf (VYM) 6,181 +1,376 $540
     VYM6,181+1,376$540
Ishares S&p 500 Growth Etf (IVW) 3,009 UNCH $539
     IVW3,009UNCH$539
Verizon Communications Inc 9,407 +1,248 $537
     VZ9,407+1,248$537
Ishares Msci Eafe Etf (EFA) 8,124 -690 $534
     EFA8,124-690$534

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 06/30/2019: $187,561
At 03/31/2019: $185,796

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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