Notify me when Eldridge Investment Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 156 | $454,116,021 | +$25,124,779 | -$16,077,670 | +$9,047,109 | ITOT, SPYM, IVV, DYNF, JBND | 13F-HR | 11 Feb 2026, 11:56 |
| Q3 2025 | 157 | $439,245,528 | +$26,400,934 | -$92,951,169 | -$66,550,235 | ITOT, SPLG, IVV, DYNF, JHMM | 13F-HR | 13 Nov 2025, 12:51 |
| Q2 2025 | 153 | $478,308,460 | +$43,369,272 | -$26,743,554 | +$16,625,718 | ITOT, IVV, SPLG, QQQ, JEPQ | 13F-HR | 12 Aug 2025, 10:01 |
| Q1 2025 | 156 | $434,650,302 | +$57,562,047 | -$42,831,311 | +$14,730,736 | ITOT, IVV, SPLG, QQQ, JEPQ | 13F-HR | 13 May 2025, 09:37 |
| Q4 2024 | 149 | $429,963,000 | +$44,435,182 | -$34,551,030 | +$9,884,152 | ITOT, IVV, SPLG, QQQ, JEPQ | 13F-HR | 10 Feb 2025, 14:59 |
| Q3 2024 | 146 | $425,826,000 | +$29,286,998 | -$19,386,193 | +$9,900,805 | ITOT, IVV, SPLG, JEPQ, QQQ | 13F-HR | 08 Nov 2024, 10:42 |
| Q2 2024 | 140 | $396,947,000 | +$27,683,683 | -$23,688,917 | +$3,994,766 | IVV, ITOT, SPLG, JEPQ, QQQ | 13F-HR | 01 Aug 2024, 10:32 |
| Q1 2024 | 144 | $389,523,000 | +$42,723,464 | -$50,217,921 | -$7,494,457 | IVV, ITOT, SPLG, JEPQ, QQQ | 13F-HR | 10 May 2024, 13:38 |
| Q4 2023 | 141 | $381,730,000 | +$98,840,956 | -$42,871,840 | +$55,969,116 | IVV, ITOT, JEPQ, SPLG, QQQ | 13F-HR | 06 Feb 2024, 12:08 |
| Q3 2023 | 142 | $301,270,000 | +$38,345,061 | -$33,730,028 | +$4,615,033 | IVV, ITOT, GBIL, SPLG, RDVY | 13F-HR | 06 Nov 2023, 16:09 |
| Q2 2023 | 141 | $305,897,000 | +$43,547,720 | -$37,117,629 | +$6,430,091 | IVV, ITOT, GBIL, FIXD, QQQM | 13F-HR | 03 Aug 2023, 09:05 |
| Q1 2023 | 134 | $288,668,000 | +$21,961,898 | -$28,564,980 | -$6,603,082 | IVV, ITOT, GBIL, RDVY, FIXD | 13F-HR | 12 May 2023, 13:35 |
| Q4 2022 | 133 | $285,923,000 | +$35,399,838 | -$24,108,717 | +$11,291,121 | IVV, ITOT, RDVY, FIXD, GBIL | 13F-HR | 03 Feb 2023, 15:49 |
| Q3 2022 | 129 | $258,029,000 | +$26,678,271 | -$20,403,348 | +$6,274,923 | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 10 Nov 2022, 14:05 |
| Q2 2022 | 127 | $265,589,000 | +$22,774,765 | -$14,544,724 | +$8,230,041 | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 11 Aug 2022, 08:30 |
| Q1 2022 | 124 | $295,708,000 | +$31,099,578 | -$24,064,112 | +$7,035,466 | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 10 May 2022, 15:07 |
| Q4 2021 | 126 | $302,822,000 | +$22,677,085 | -$18,591,958 | +$4,085,127 | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 14 Feb 2022, 15:35 |
| Q3 2021 | 120 | $280,730,000 | +$18,906,608 | -$11,502,993 | +$7,403,615 | IVV, ITOT, FIXD, RDVY, FCTR | 13F-HR | 15 Nov 2021, 08:26 |
| Q2 2021 | 114 | $276,273,000 | +$16,700,873 | -$13,189,437 | +$3,511,436 | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 05 Aug 2021, 16:18 |
| Q1 2021 | 112 | $259,212,000 | +$17,375,206 | -$8,195,934 | +$9,179,272 | IVV, ITOT, RDVY, FIXD, FCTR | 13F-HR | 14 May 2021, 10:32 |
| Q4 2020 | 107 | $239,477,000 | +$12,889,180 | -$5,675,773 | +$7,213,407 | IVV, ITOT, FIXD, RDVY, QQQ | 13F-HR | 11 Feb 2021, 10:04 |
| Q3 2020 | 104 | $212,489,000 | +$12,445,882 | -$10,344,390 | +$2,101,492 | IVV, ITOT, FIXD, RDVY, AGG | 13F-HR | 13 Nov 2020, 12:58 |
| Q2 2020 | 103 | $200,939,000 | +$12,788,866 | -$12,328,585 | +$460,281 | IVV, ITOT, FIXD, RDVY, AGG | 13F-HR | 07 Aug 2020, 15:05 |
| Q1 2020 | 88 | $175,876,000 | +$16,733,966 | -$14,430,842 | +$2,303,124 | IVV, ITOT, FIXD, RDVY, FMB | 13F-HR | 08 May 2020, 16:20 |
| Q4 2019 | 94 | $204,361,000 | +$15,015,410 | -$15,001,481 | +$13,929 | IVV, ITOT, FIXD, RDVY, AGG | 13F-HR | 03 Feb 2020, 16:22 |
| Q3 2019 | 95 | $193,726,000 | +$25,214,411 | -$21,015,408 | +$4,199,003 | IVV, FIXD, ITOT, RDVY, AGG | 13F-HR | 01 Nov 2019, 15:41 |
| Q2 2019 | 85 | $187,561,000 | +$6,440,267 | -$9,982,507 | -$3,542,240 | IVV, ITOT, RDVY, FIXD, MTUM | 13F-HR | 29 Jul 2019, 15:28 |
| Q1 2019 | 86 | $185,796,000 | +$18,445,059 | -$9,565,045 | +$8,880,014 | IVV, ITOT, RDVY, FIXD, MTUM | 13F-HR | 24 Apr 2019, 15:23 |
| Q4 2018 | 79 | $161,845,000 | +$32,488,303 | -$7,958,348 | +$24,529,955 | IVV, RDVY, ITOT, MTUM, LMBS | 13F-HR | 24 Jan 2019, 16:38 |
| Q3 2018 | 68 | $156,231,000 | +$13,940,693 | -$6,042,666 | +$7,898,027 | IVV, RDVY, MTUM, ITOT, VLUE | 13F-HR | 11 Oct 2018, 16:04 |
| Q2 2018 | 64 | $141,239,000 | +$23,762,383 | -$18,480,936 | +$5,281,447 | IVV, RDVY, MTUM, VLUE, ITOT | 13F-HR | 31 Jul 2018, 15:32 |
| Q1 2018 | 60 | $133,601,000 | +$11,317,088 | -$5,556,901 | +$5,760,187 | IVV, RDVY, MTUM, VLUE, ITOT | 13F-HR | 11 May 2018, 09:56 |
| Q4 2017 | 54 | $129,772,000 | $0 | $0 | $0 | IVV, RDVY, MTUM, VLUE, ITOT | 13F-HR | 09 Feb 2018, 13:49 |