Eldridge Investment Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$397M
Signature - Title
Susan Eldridge - President
Location
686 Chestnut Street, Manchester, NH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 140 $397M +$27.7M -$23.7M +$3.99M IVV, ITOT, SPLG, JEPQ, QQQ 13F-HR 8/1/2024, 10:32 AM
Q1 2024 144 $390M +$42.7M -$50.2M -$7.49M IVV, ITOT, SPLG, JEPQ, QQQ 13F-HR 5/10/2024, 01:38 PM
Q4 2023 141 $382M +$98.8M -$42.9M +$56M IVV, ITOT, JEPQ, SPLG, QQQ 13F-HR 2/6/2024, 12:08 PM
Q3 2023 142 $301M +$38.3M -$33.7M +$4.62M IVV, ITOT, GBIL, SPLG, RDVY 13F-HR 11/6/2023, 04:09 PM
Q2 2023 141 $306M +$43.5M -$37.1M +$6.43M IVV, ITOT, GBIL, FIXD, QQQM 13F-HR 8/3/2023, 09:05 AM
Q1 2023 134 $289M +$22M -$28.6M -$6.6M IVV, ITOT, GBIL, RDVY, FIXD 13F-HR 5/12/2023, 01:35 PM
Q4 2022 133 $286M +$35.4M -$24.1M +$11.3M IVV, ITOT, RDVY, FIXD, GBIL 13F-HR 2/3/2023, 03:49 PM
Q3 2022 129 $258M +$26.7M -$20.4M +$6.27M IVV, ITOT, RDVY, FIXD, FCTR 13F-HR 11/10/2022, 02:05 PM
Q2 2022 127 $266M +$22.8M -$14.5M +$8.23M IVV, ITOT, RDVY, FIXD, FCTR 13F-HR 8/11/2022, 08:30 AM
Q1 2022 124 $296M +$31.1M -$24.1M +$7.04M IVV, ITOT, RDVY, FIXD, FCTR 13F-HR 5/10/2022, 03:07 PM
Q4 2021 126 $303M +$22.7M -$18.6M +$4.09M IVV, ITOT, RDVY, FIXD, FCTR 13F-HR 2/14/2022, 03:35 PM
Q3 2021 120 $281M +$18.9M -$11.5M +$7.4M IVV, ITOT, FIXD, RDVY, FCTR 13F-HR 11/15/2021, 08:26 AM
Q2 2021 114 $276M +$16.7M -$13.2M +$3.51M IVV, ITOT, RDVY, FIXD, FCTR 13F-HR 8/5/2021, 04:18 PM
Q1 2021 112 $259M +$17.4M -$8.2M +$9.18M IVV, ITOT, RDVY, FIXD, FCTR 13F-HR 5/14/2021, 10:32 AM
Q4 2020 107 $239M +$12.9M -$5.68M +$7.21M IVV, ITOT, FIXD, RDVY, QQQ 13F-HR 2/11/2021, 10:04 AM
Q3 2020 104 $212M +$12.4M -$10.3M +$2.1M IVV, ITOT, FIXD, RDVY, AGG 13F-HR 11/13/2020, 12:58 PM
Q2 2020 103 $201M +$12.8M -$12.3M +$460K IVV, ITOT, FIXD, RDVY, AGG 13F-HR 8/7/2020, 03:05 PM
Q1 2020 88 $176M +$16.7M -$14.4M +$2.3M IVV, ITOT, FIXD, RDVY, FMB 13F-HR 5/8/2020, 04:20 PM
Q4 2019 94 $204M +$15M -$15M +$13.9K IVV, ITOT, FIXD, RDVY, AGG 13F-HR 2/3/2020, 04:22 PM
Q3 2019 95 $194M +$25.2M -$21M +$4.2M IVV, FIXD, ITOT, RDVY, AGG 13F-HR 11/1/2019, 03:41 PM
Q2 2019 85 $188M +$6.44M -$9.98M -$3.54M IVV, ITOT, RDVY, FIXD, MTUM 13F-HR 7/29/2019, 03:28 PM
Q1 2019 86 $186M +$18.4M -$9.57M +$8.88M IVV, ITOT, RDVY, FIXD, MTUM 13F-HR 4/24/2019, 03:23 PM
Q4 2018 79 $162M +$32.5M -$7.96M +$24.5M IVV, RDVY, ITOT, MTUM, LMBS 13F-HR 1/24/2019, 04:38 PM
Q3 2018 68 $156M +$13.9M -$6.04M +$7.9M IVV, RDVY, MTUM, ITOT, VLUE 13F-HR 10/11/2018, 04:04 PM
Q2 2018 64 $141M +$23.8M -$18.5M +$5.28M IVV, RDVY, MTUM, VLUE, ITOT 13F-HR 7/31/2018, 03:32 PM
Q1 2018 60 $134M +$11.3M -$5.56M +$5.76M IVV, RDVY, MTUM, VLUE, ITOT 13F-HR 5/11/2018, 09:56 AM
Q4 2017 54 $130M $0 $0 IVV, RDVY, MTUM, VLUE, ITOT 13F-HR 2/9/2018, 01:49 PM