0001727993-20-000008.txt : 20201113 0001727993-20-000008.hdr.sgml : 20201113 20201113125808 ACCESSION NUMBER: 0001727993-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201113 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eldridge Investment Advisors, Inc. CENTRAL INDEX KEY: 0001727993 IRS NUMBER: 020456179 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18322 FILM NUMBER: 201310352 BUSINESS ADDRESS: STREET 1: 686 CHESTNUT STREET CITY: MANCHESTER STATE: NH ZIP: 03104 BUSINESS PHONE: 603-625-8559 MAIL ADDRESS: STREET 1: 686 CHESTNUT STREET CITY: MANCHESTER STATE: NH ZIP: 03104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727993 XXXXXXXX 09-30-2020 09-30-2020 Eldridge Investment Advisors, Inc.
686 CHESTNUT STREET MANCHESTER NH 03104
13F HOLDINGS REPORT 028-18322 N
SUSAN ELDRIDGE PRESIDENT 6032961320 SUSAN ELDRIDGE MANCHESTER NH 11-13-2020 0 105 212489 false
INFORMATION TABLE 2 Q32020.xml Apple Inc COM 037833100 2917 25184 SH SOLE 0 0 25184 Abbvie Inc COM 00287Y109 765 8736 SH SOLE 0 0 8736 Abbott Laboratories COM 002824100 974 8953 SH SOLE 0 0 8953 Boeing Company COM 097023105 285 1725 SH SOLE 0 0 1725 Cannabix Technologies Inc COM 13765L101 7 22000 SH SOLE 0 0 22000 Bristol Myers Squibb Company COM 110122108 204 3412 SH SOLE 0 0 3412 Berkshire Hathaway Inc Cl B New COM 084670702 1365 6410 SH SOLE 0 0 6410 Anheuser Busch Inbev Sa/nv COM 03524A108 296 5500 SH SOLE 0 0 5500 Caterpillar Inc COM 149123101 703 4712 SH SOLE 0 0 4712 Clorox Company COM 189054109 208 988 SH SOLE 0 0 988 Costco Wholesale Corp COM 22160K105 313 880 SH SOLE 0 0 880 Chevron Corp COM 166764100 276 3837 SH SOLE 0 0 3837 Walt Disney Co COM 254687106 321 2584 SH SOLE 0 0 2584 Facebook Inc Cl A COM 30303M102 212 810 SH SOLE 0 0 810 General Electric Co COM 369604103 156 24997 SH SOLE 0 0 24997 Intl Business Machines Corp COM 459200101 230 1890 SH SOLE 0 0 1890 Johnson & Johnson COM 478160104 262 1758 SH SOLE 0 0 1758 Jpmorgan Chase & Co COM 46625H100 413 4294 SH SOLE 0 0 4294 Mcdonalds Corp COM 580135101 779 3550 SH SOLE 0 0 3550 Merck & Company Inc New COM 58933Y105 603 7270 SH SOLE 0 0 7270 Microsoft Corp COM 594918104 1491 7089 SH SOLE 0 0 7089 Nextera Energy Inc COM 65339F101 352 1268 SH SOLE 0 0 1268 Norfolk Southern Corp COM 655844108 246 1150 SH SOLE 0 0 1150 Pfizer Inc COM 717081103 350 9525 SH SOLE 0 0 9525 Procter & Gamble Co COM 742718109 298 2144 SH SOLE 0 0 2144 Portage Resources Inc COM 735867103 0 25200 SH SOLE 0 0 25200 At&t Inc COM 00206R102 251 8811 SH SOLE 0 0 8811 Thermo Fisher Scientific Inc COM 883556102 321 728 SH SOLE 0 0 728 Tesla Inc COM 88160R101 429 1000 SH SOLE 0 0 1000 United Parcel Service Inc Cl B COM 911312106 1224 7346 SH SOLE 0 0 7346 Verizon Communications Inc COM 92343V104 595 9994 SH SOLE 0 0 9994 Waste Management Inc Del COM 94106L109 359 3170 SH SOLE 0 0 3170 W P Carey Inc COM 92936U109 762 11700 SH SOLE 0 0 11700 Exxon Mobil Corp COM 30231G102 498 14493 SH SOLE 0 0 14493 Ishares Core U S Aggregate Bond Etf ETF 464287226 8510 72202 SH SOLE 0 0 72202 Spdr Dow Jones Industrial Average Etf ETF 78467X109 269 970 SH SOLE 0 0 970 Ishares Select Dividend Etf ETF 464287168 620 7598 SH SOLE 0 0 7598 Ishares Msci Emerging Markets Etf ETF 464287234 790 17922 SH SOLE 0 0 17922 Ishares Msci Eafe Etf ETF 464287465 240 3777 SH SOLE 0 0 3777 First Trust Lunt U S Factor Rotation Etf ETF 33733E872 5885 231635 SH SOLE 0 0 231635 Fidelity Msci Healthcare Index Etf ETF 316092600 573 10895 SH SOLE 0 0 10895 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 17956 326287 SH SOLE 0 0 326287 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 8481 152524 SH SOLE 0 0 152524 First Trust U S Equity Opptys Etf ETF 336920103 624 6452 SH SOLE 0 0 6452 First Trust Cap Strength Etf ETF 33733E104 448 7078 SH SOLE 0 0 7078 Fidelity Msci Information Tech Index Etf ETF 316092808 274 2971 SH SOLE 0 0 2971 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 1472 24530 SH SOLE 0 0 24530 First Trust Value Line Dividend Index Etf ETF 33734H106 3588 114040 SH SOLE 0 0 114040 Goldman Sachs Access High Yield Corp Bond Etf Pricing Basket ETF 381430453 966 20040 SH SOLE 0 0 20040 Spdr Gold Trust Gold Shares ETF 78463V107 235 1329 SH SOLE 0 0 1329 Ishares U S Treasury Bond Etf ETF 46429B267 4417 158050 SH SOLE 0 0 158050 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 388 4645 SH SOLE 0 0 4645 Ishares Ibonds Dec 2020 Term Corp Etf Corp Etf ETF 46434VAQ3 337 13376 SH SOLE 0 0 13376 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 206 7873 SH SOLE 0 0 7873 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 278 10536 SH SOLE 0 0 10536 Ishares Ultra Short Term Bond Etf ETF 46434V878 2649 52384 SH SOLE 0 0 52384 Ishares 3-7yr Treasury Bond Etf ETF 464288661 218 1630 SH SOLE 0 0 1630 Ishares Core Msci Emerging Markets Etf ETF 46434G103 399 7552 SH SOLE 0 0 7552 Ishares Core S&p Mid Cap Etf ETF 464287507 660 3560 SH SOLE 0 0 3560 Ishares Core S&p Small Cap Etf ETF 464287804 790 11247 SH SOLE 0 0 11247 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 19676 260646 SH SOLE 0 0 260646 Ishares Core S&p U S Growth Etf ETF 464287671 568 7106 SH SOLE 0 0 7106 Ishares Core S&p U S Value Etf ETF 464287663 352 6476 SH SOLE 0 0 6476 Ishares S&p 500 Value Etf ETF 464287408 1140 10141 SH SOLE 0 0 10141 Ishares Core S&p 500 Etf ETF 464287200 39309 116969 SH SOLE 0 0 116969 Ishares S&p 500 Growth Etf ETF 464287309 524 2267 SH SOLE 0 0 2267 Ishares Russell 1000 Value Etf ETF 464287598 275 2325 SH SOLE 0 0 2325 Ishares Russell 1000 Growth Etf ETF 464287614 509 2349 SH SOLE 0 0 2349 Ishares Russell 2000 Etf ETF 464287655 1932 12896 SH SOLE 0 0 12896 Ishares Russell Mid Cap Growth Etf ETF 464287481 837 4839 SH SOLE 0 0 4839 Ishares Russell 3000 Etf ETF 464287689 287 1467 SH SOLE 0 0 1467 Ishares Global Tech Etf ETF 464287291 1048 3974 SH SOLE 0 0 3974 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 1591 27269 SH SOLE 0 0 27269 Ishares U S Healthcare Etf ETF 464287762 268 1180 SH SOLE 0 0 1180 Jp Morgan U S Aggregate Bond Etf ETF 46641Q613 3968 141976 SH SOLE 0 0 141976 John Hancock Multifactor Emerging Markets Etf ETF 47804J834 459 18678 SH SOLE 0 0 18678 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1241 33001 SH SOLE 0 0 33001 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 212 4150 SH SOLE 0 0 4150 Jp Morgan Ultra Short Income Etf ETF 46641Q837 1848 36376 SH SOLE 0 0 36376 Spdr S&p Regional Banking Etf ETF 78464A698 295 8269 SH SOLE 0 0 8269 First Trust Low Duration Opportunities Etf ETF 33739Q200 3178 61494 SH SOLE 0 0 61494 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 1964 5797 SH SOLE 0 0 5797 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 5849 39678 SH SOLE 0 0 39678 Ishares National Muni Bond Etf ETF 464288414 223 1925 SH SOLE 0 0 1925 Invesco Qqq Etf ETF 46090E103 7857 28279 SH SOLE 0 0 28279 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 12477 381238 SH SOLE 0 0 381238 Invesco S&p 500 Equal Weight Etf ETF 46137V357 5181 47926 SH SOLE 0 0 47926 Schwab U S Dividend Equity Etf ETF 808524797 471 8523 SH SOLE 0 0 8523 Spdr Series Trust S&p Dividend Etf ETF 78464A763 226 2450 SH SOLE 0 0 2450 Ishares Short Treasury Bond Etf ETF 464288679 5137 46413 SH SOLE 0 0 46413 Ishares 0-5 Yr Invt Grade Corp Bond Etf ETF 46434V100 306 5880 SH SOLE 0 0 5880 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 226 4517 SH SOLE 0 0 4517 Spdr S&p 500 Etf ETF 78462F103 2021 6035 SH SOLE 0 0 6035 Ishares Short Term National Muni Bond Etf ETF 464288158 368 3404 SH SOLE 0 0 3404 Ishares 20 Yr Treasury Bond Etf ETF 464287432 713 4370 SH SOLE 0 0 4370 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 401 6286 SH SOLE 0 0 6286 Janus Henderson Short Duration Income Etf ETF 47103U886 2015 40015 SH SOLE 0 0 40015 Vanguard S&p 500 Index Etf ETF 922908363 273 887 SH SOLE 0 0 887 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 2007 36928 SH SOLE 0 0 36928 Vanguard Total Stock Market Etf ETF 922908769 1495 8781 SH SOLE 0 0 8781 Vanguard Growth Etf ETF 922908736 802 3525 SH SOLE 0 0 3525 Vanguard High Dividend Yield Etf ETF 921946406 1949 24084 SH SOLE 0 0 24084 Sector Technology Select Sector Spdr ETF 81369Y803 604 5179 SH SOLE 0 0 5179 Select Utilities Select Sector Spdr Etf ETF 81369Y886 435 7325 SH SOLE 0 0 7325 Ishares Exponential Technologies Etf ETF 46434V381 234 4811 SH SOLE 0 0 4811