0001727993-21-000003.txt : 20210211 0001727993-21-000003.hdr.sgml : 20210211 20210211100404 ACCESSION NUMBER: 0001727993-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 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: 21617265 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 12-31-2020 12-31-2020 Eldridge Investment Advisors, Inc.
686 CHESTNUT STREET MANCHESTER NH 03104
13F HOLDINGS REPORT 028-18322 N
Susan Eldridge President 603-296-1320 Susan Eldridge Manchester NH 02-11-2021 0 107 239477 false
INFORMATION TABLE 2 Q42020.xml Bristol Myers Squibb Company COM 110122108 212 3412 SH SOLE 0 0 3412 Facebook Inc Cl A COM 30303M102 221 810 SH SOLE 0 0 810 Brown-forman Corp Cl B COM 115637209 226 2850 SH SOLE 0 0 2850 Intl Business Machines Corp COM 459200101 238 1890 SH SOLE 0 0 1890 Alphabet Inc Cl C COM 02079K107 245 140 SH SOLE 0 0 140 At&t Inc COM 00206R102 252 8764 SH SOLE 0 0 8764 Costco Wholesale Corp COM 22160K105 256 680 SH SOLE 0 0 680 Norfolk Southern Corp COM 655844108 267 1125 SH SOLE 0 0 1125 Johnson & Johnson COM 478160104 277 1758 SH SOLE 0 0 1758 Procter & Gamble Co COM 742718109 298 2144 SH SOLE 0 0 2144 Boeing Company COM 097023105 309 1445 SH SOLE 0 0 1445 Chevron Corp COM 166764100 328 3881 SH SOLE 0 0 3881 Thermo Fisher Scientific Inc COM 883556102 339 728 SH SOLE 0 0 728 Pfizer Inc COM 717081103 351 9528 SH SOLE 0 0 9528 Waste Management Inc Del COM 94106L109 374 3170 SH SOLE 0 0 3170 Anheuser Busch Inbev Sa/nv COM 03524A108 385 5500 SH SOLE 0 0 5500 Nextera Energy Inc COM 65339F101 392 5080 SH SOLE 0 0 5080 Walt Disney Co COM 254687106 468 2584 SH SOLE 0 0 2584 Jpmorgan Chase & Co COM 46625H100 546 4294 SH SOLE 0 0 4294 Merck & Company Inc New COM 58933Y105 595 7275 SH SOLE 0 0 7275 Tesla Inc COM 88160R101 706 1000 SH SOLE 0 0 1000 Mcdonalds Corp COM 580135101 785 3658 SH SOLE 0 0 3658 Caterpillar Inc COM 149123101 858 4712 SH SOLE 0 0 4712 Abbvie Inc COM 00287Y109 937 8741 SH SOLE 0 0 8741 Abbott Laboratories COM 002824100 946 8636 SH SOLE 0 0 8636 United Parcel Service Inc Cl B COM 911312106 1237 7348 SH SOLE 0 0 7348 Berkshire Hathaway Inc Cl B New COM 084670702 1463 6310 SH SOLE 0 0 6310 Microsoft Corp COM 594918104 1575 7082 SH SOLE 0 0 7082 Verizon Communications Inc COM 92343V104 588 10000 SH SOLE 0 0 10000 W P Carey Inc COM 92936U109 826 11700 SH SOLE 0 0 11700 Exxon Mobil Corp COM 30231G102 590 14322 SH SOLE 0 0 14322 Cannabix Technologies Inc COM 13765L101 15 22000 SH SOLE 0 0 22000 Apple Inc COM 037833100 3239 24414 SH SOLE 0 0 24414 General Electric Co COM 369604103 281 25997 SH SOLE 0 0 25997 Geltech Solutions Inc COM 368537106 1 42778 SH SOLE 0 0 42778 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 205 4014 SH SOLE 0 0 4014 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 207 7884 SH SOLE 0 0 7884 Ishares National Muni Bond Etf ETF 464288414 226 1925 SH SOLE 0 0 1925 Ishares Msci Usa Value Factor Etf ETF 46432F388 227 2610 SH SOLE 0 0 2610 Spdr Gold Trust Gold Shares ETF 78463V107 237 1329 SH SOLE 0 0 1329 Spdr Series Trust S&p Dividend Etf ETF 78464A763 260 2450 SH SOLE 0 0 2450 Ishares Msci Eafe Etf ETF 464287465 270 3700 SH SOLE 0 0 3700 Spdr Portfolio Long Term Treasury Etf ETF 78464A664 271 6000 SH SOLE 0 0 6000 Ishares U S Healthcare Etf ETF 464287762 290 1180 SH SOLE 0 0 1180 Vanguard S&p 500 Index Etf ETF 922908363 305 888 SH SOLE 0 0 888 Ishares 0-5 Yr Invt Grade Corp Bond Etf ETF 46434V100 307 5880 SH SOLE 0 0 5880 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 327 4939 SH SOLE 0 0 4939 Fidelity Msci Information Tech Index Etf ETF 316092808 331 3171 SH SOLE 0 0 3171 Ishares Russell 3000 Etf ETF 464287689 351 1571 SH SOLE 0 0 1571 Ishares Short Term National Muni Bond Etf ETF 464288158 368 3404 SH SOLE 0 0 3404 Ishares Russell 1000 Value Etf ETF 464287598 376 2750 SH SOLE 0 0 2750 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 398 4560 SH SOLE 0 0 4560 Spdr Dow Jones Industrial Average Etf ETF 78467X109 401 1310 SH SOLE 0 0 1310 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 405 5961 SH SOLE 0 0 5961 Ishares Exponential Technologies Etf ETF 46434V381 423 7391 SH SOLE 0 0 7391 Spdr S&p Regional Banking Etf ETF 78464A698 424 8170 SH SOLE 0 0 8170 Ishares S&p 500 Growth Etf ETF 464287309 434 6796 SH SOLE 0 0 6796 First Trust Cap Strength Etf ETF 33733E104 445 6594 SH SOLE 0 0 6594 Select Utilities Select Sector Spdr Etf ETF 81369Y886 459 7325 SH SOLE 0 0 7325 Ishares Core Msci Emerging Markets Etf ETF 46434G103 486 7827 SH SOLE 0 0 7827 Ishares Russell 1000 Growth Etf ETF 464287614 554 2299 SH SOLE 0 0 2299 Ishares Core S&p U S Growth Etf ETF 464287671 630 7106 SH SOLE 0 0 7106 Sector Technology Select Sector Spdr ETF 81369Y803 673 5179 SH SOLE 0 0 5179 Ishares Select Dividend Etf ETF 464287168 734 7630 SH SOLE 0 0 7630 Ishares Core S&p Mid Cap Etf ETF 464287507 807 3509 SH SOLE 0 0 3509 First Trust U S Equity Opptys Etf ETF 336920103 813 6873 SH SOLE 0 0 6873 Vanguard Growth Etf ETF 922908736 872 3443 SH SOLE 0 0 3443 Ishares S&p 500 Value Etf ETF 464287408 945 7384 SH SOLE 0 0 7384 Ishares Russell Mid Cap Growth Etf ETF 464287481 993 9678 SH SOLE 0 0 9678 Ishares Global Tech Etf ETF 464287291 1197 3989 SH SOLE 0 0 3989 Vanguard Total Stock Market Etf ETF 922908769 1726 8868 SH SOLE 0 0 8868 Spdr S&p 500 Etf ETF 78462F103 2253 6027 SH SOLE 0 0 6027 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 2323 5531 SH SOLE 0 0 5531 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 280 10541 SH SOLE 0 0 10541 Fidelity Msci Healthcare Index Etf ETF 316092600 632 10936 SH SOLE 0 0 10936 First Trust Emerging Markets Local Currency Bond Etf ETF 33739P202 442 11616 SH SOLE 0 0 11616 Ishares Core S&p Small Cap Etf ETF 464287804 1141 12412 SH SOLE 0 0 12412 Ishares Russell 2000 Etf ETF 464287655 2483 12666 SH SOLE 0 0 12666 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 724 14027 SH SOLE 0 0 14027 Schwab U S Dividend Equity Etf ETF 808524797 1093 17040 SH SOLE 0 0 17040 John Hancock Multifactor Emerging Markets Etf ETF 47804J834 523 17895 SH SOLE 0 0 17895 Ishares Msci Emerging Markets Etf ETF 464287234 953 18443 SH SOLE 0 0 18443 Ishares Core S&p U S Value Etf ETF 464287663 1328 21354 SH SOLE 0 0 21354 Goldman Sachs Access High Yield Corp Bond Etf Pricing Basket ETF 381430453 1249 24805 SH SOLE 0 0 24805 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 1536 25588 SH SOLE 0 0 25588 Vanguard High Dividend Yield Etf ETF 921946406 2357 25757 SH SOLE 0 0 25757 Invesco Qqq Etf ETF 46090E103 8803 28059 SH SOLE 0 0 28059 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 1916 28514 SH SOLE 0 0 28514 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1451 32261 SH SOLE 0 0 32261 Jp Morgan Ultra Short Income Etf ETF 46641Q837 1898 37362 SH SOLE 0 0 37362 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 2072 37535 SH SOLE 0 0 37535 Ishares Short Treasury Bond Etf ETF 464288679 4311 39001 SH SOLE 0 0 39001 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 6842 42418 SH SOLE 0 0 42418 Janus Henderson Short Duration Income Etf ETF 47103U886 2218 43943 SH SOLE 0 0 43943 Invesco S&p 500 Equal Weight Etf ETF 46137V357 5995 47005 SH SOLE 0 0 47005 Blackrock Ultra Short Term Bond Etf ETF 46434V878 2485 49189 SH SOLE 0 0 49189 Ishares Core U S Aggregate Bond Etf ETF 464287226 8588 72660 SH SOLE 0 0 72660 First Trust Low Duration Opportunities Etf ETF 33739Q200 4764 92560 SH SOLE 0 0 92560 First Trust Value Line Dividend Index Etf ETF 33734H106 3503 99889 SH SOLE 0 0 99889 Ishares Core S&p 500 Etf ETF 464287200 42657 113634 SH SOLE 0 0 113634 Ishares U S Treasury Bond Etf ETF 46429B267 4025 147768 SH SOLE 0 0 147768 Jp Morgan U S Aggregate Bond Etf ETF 46641Q613 4179 150058 SH SOLE 0 0 150058 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 8745 154155 SH SOLE 0 0 154155 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 23212 269216 SH SOLE 0 0 269216 First Trust Lunt U S Factor Rotation Etf ETF 33733E872 7998 271250 SH SOLE 0 0 271250 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 18912 345546 SH SOLE 0 0 345546 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 16583 415191 SH SOLE 0 0 415191