IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Eldridge Investment Advisors, Inc.

Q4 2021 Holdings

Filed 2022-02-14 | 127 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares S&p 500 Growth Etf(IVW)ETF464287309$5106,0920.0%
Verizon Communications Inc(VZ)Common Stock92343V104$52110,0260.0%
Select Utilities Select Sector Spdr Etf(XLU)ETF81369Y886$5247,3250.0%
Waste Management Inc Del(WM)Common Stock94106L109$5293,1700.0%
First Trust Value Line Dividend Index Etf(FVD)ETF33734H106$54712,7070.0%
John Hancock Multifactor Emerging Markets Etf(JHEM)ETF47804J834$55118,9590.0%
First Trust Cap Strength Etf(FTCS)ETF33733E104$5556,5690.0%
Merck & Company Inc New(MRK)Common Stock58933Y105$5597,2970.0%
Spdr Portfolio Long Term Treasury Etf(SPTL)ETF78464A664$58013,7500.0%
Pfizer Inc(PFE)Common Stock717081103$5809,8220.0%
Ishares Exponential Technologies Etf(XT)ETF46434V381$6059,1610.0%
Jpmorgan Chase & Co(JPM)Common Stock46625H100$6844,3170.0%
Spdr Series Trust S&p 600 Small Cap Value Etf(SLYV)ETF78464A300$8219,6880.0%
Ishares Core S&p U S Growth Etf(IUSG)ETF464287671$8227,1080.0%
W P Carey Inc(WPC)Common Stock92936U109$82910,1000.0%
Fidelity Msci Healthcare Index Etf(FHLC)ETF316092600$86612,6200.0%
Exxon Mobil Corp(XOM)Common Stock30231G102$87514,3050.0%
Ishares Ibonds Dec 2023 Term Treasury EtfETF46436E882$89735,2000.0%
Sector Technology Select Sector Spdr(XLK)ETF81369Y803$9115,2410.0%
First Trust Tcw Unconstrained Plus Bond Etf(UCON)ETF33740F888$91834,8000.0%
Ishares Ibonds Dec 2024 Term Treasury Etf(IBTE)ETF46436E874$94437,1000.1%
First Trust Iv Long Duration Opportunities Etf(LGOV)ETF33738D606$97235,0000.1%
Caterpillar Inc(CAT)Common Stock149123101$9744,7120.1%
Mcdonalds Corp(MCD)Common Stock580135101$9813,6580.1%
Ishares Msci Emerging Markets Etf(EEM)ETF464287234$1.0K20,7540.1%
Ishares Russell 1000 Growth Etf(IWF)ETF464287614$1.0K3,3730.1%
Vanguard Growth Etf(VUG)ETF922908736$1.1K3,2770.1%
Ishares Select Dividend Etf(DVY)ETF464287168$1.1K8,6270.1%
Ishares Russell Mid Cap Growth Etf(IWP)ETF464287481$1.1K9,3780.1%
Janus Henderson Short Duration Income Etf(VNLA)ETF47103U886$1.1K22,0110.1%
Tesla Inc(TSLA)Common Stock88160R101$1.1K1,0360.1%
Dimensional U S Equity Etf(DFUS)ETF25434V401$1.1K22,1260.1%
Spdr S&p Regional Banking Etf(KRE)ETF78464A698$1.1K16,2010.1%
Goldman Sachs Access High Yield Corp Bond Etf Pricing Basket(GHYB)ETF381430453$1.2K23,4710.1%
Ishares Core S&p Mid Cap Etf(IJH)ETF464287507$1.2K4,1220.1%
Abbott Laboratories(ABT)Common Stock002824100$1.2K8,4320.1%
Ishares S&p 500 Value Etf(IVE)ETF464287408$1.2K7,9440.1%
Dimensional U S Core Equity 2 Etf(DFAC)ETF25434V708$1.3K45,5660.1%
Ishares Core S&p U S Value Etf(IUSV)ETF464287663$1.3K17,6510.1%
First Trust Iv Enhanced Short Maturity Etf New(FTSM)ETF33739Q408$1.4K24,0010.1%
Ishares Core S&p Small Cap Etf(IJR)ETF464287804$1.5K13,0770.1%
Spdr Portfolio S&p 500 High Dividend Etf(SPYD)ETF78468R788$1.5K36,8090.1%
United Parcel Service Inc Cl B(UPS)Common Stock911312106$1.6K7,3570.1%
First Trust U S Equity Opptys Etf(FPX)ETF336920103$1.7K14,1540.1%
Jp Morgan Ultra Short Income Etf(JPST)ETF46641Q837$1.8K34,9060.1%
John Hancock Multifactor Mid Cap Etf(JHMM)ETF47804J206$1.8K32,1770.1%
Pacer Lunt Large Cap Alternator Etf(ALTL)ETF69374H717$1.9K40,6530.1%
Ishares Global Tech Etf(IXN)ETF464287291$1.9K29,1190.1%
Ishares Russell 1000 Value Etf(IWD)ETF464287598$1.9K11,1780.1%
Berkshire Hathaway Inc Cl B New(BRK/B)Common Stock084670702$1.9K6,2810.1%
PreviousPage 2 of 3Next