0001727993-22-000004.txt : 20220510 0001727993-22-000004.hdr.sgml : 20220510 20220510150741 ACCESSION NUMBER: 0001727993-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22909070 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 03-31-2022 03-31-2022 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 05-10-2022 0 125 295708 false
INFORMATION TABLE 2 q112022.xml Boeing Company COM 097023105 200 1045 SH SOLE 0 0 1045 At&t Inc COM 00206R102 203 8599 SH SOLE 0 0 8599 Unitedhealth Group Inc COM 91324P102 204 400 SH SOLE 0 0 400 Home Depot Inc COM 437076102 211 705 SH SOLE 0 0 705 Raytheon Technologies Corp COM 75513E101 214 2160 SH SOLE 0 0 2160 Pepsico Inc COM 713448108 222 1328 SH SOLE 0 0 1328 Coca-cola Company COM 191216100 226 3641 SH SOLE 0 0 3641 Bristol Myers Squibb Company COM 110122108 249 3412 SH SOLE 0 0 3412 Intl Business Machines Corp COM 459200101 261 2007 SH SOLE 0 0 2007 General Electric Co New COM 369604301 264 2890 SH SOLE 0 0 2890 Johnson & Johnson COM 478160104 308 1735 SH SOLE 0 0 1735 Procter & Gamble Co COM 742718109 317 2076 SH SOLE 0 0 2076 Norfolk Southern Corp COM 655844108 321 1125 SH SOLE 0 0 1125 Anheuser Busch Inbev Sa/nv COM 03524A108 330 5500 SH SOLE 0 0 5500 Costco Wholesale Corp COM 22160K105 363 630 SH SOLE 0 0 630 Walt Disney Co COM 254687106 364 2652 SH SOLE 0 0 2652 Alphabet Inc Cl C COM 02079K107 391 140 SH SOLE 0 0 140 Thermo Fisher Scientific Inc COM 883556102 430 728 SH SOLE 0 0 728 Nextera Energy Inc COM 65339F101 434 5124 SH SOLE 0 0 5124 Waste Management Inc Del COM 94106L109 502 3170 SH SOLE 0 0 3170 Pfizer Inc COM 717081103 509 9825 SH SOLE 0 0 9825 Jpmorgan Chase & Co COM 46625H100 584 4284 SH SOLE 0 0 4284 Merck & Company Inc New COM 58933Y105 599 7304 SH SOLE 0 0 7304 Chevron Corp COM 166764100 639 3925 SH SOLE 0 0 3925 Mcdonalds Corp COM 580135101 902 3647 SH SOLE 0 0 3647 Abbott Laboratories COM 002824100 998 8434 SH SOLE 0 0 8434 Caterpillar Inc COM 149123101 1050 4712 SH SOLE 0 0 4712 Tesla Inc COM 88160R101 1116 1036 SH SOLE 0 0 1036 Abbvie Inc COM 00287Y109 1414 8721 SH SOLE 0 0 8721 United Parcel Service Inc Cl B COM 911312106 1578 7360 SH SOLE 0 0 7360 Microsoft Corp COM 594918104 2054 6661 SH SOLE 0 0 6661 Berkshire Hathaway Inc Cl B New COM 084670702 2217 6281 SH SOLE 0 0 6281 Verizon Communications Inc COM 92343V104 511 10033 SH SOLE 0 0 10033 W P Carey Inc COM 92936U109 816 10100 SH SOLE 0 0 10100 Exxon Mobil Corp COM 30231G102 1181 14305 SH SOLE 0 0 14305 Cannabix Technologies Inc COM 13765L101 11 22000 SH SOLE 0 0 22000 Apple Inc COM 037833100 4069 23305 SH SOLE 0 0 23305 Geltech Solutions Inc COM 368537106 0 85556 SH SOLE 0 0 85556 Sector Healthcare Select Sector Spdr Etf ETF 81369Y209 207 1510 SH SOLE 0 0 1510 Ishares National Muni Bond Etf ETF 464288414 211 1925 SH SOLE 0 0 1925 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 225 4650 SH SOLE 0 0 4650 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 226 4456 SH SOLE 0 0 4456 Spdr Gold Trust Gold Shares ETF 78463V107 249 1376 SH SOLE 0 0 1376 Ishares Msci Usa Value Factor Etf ETF 46432F388 273 2610 SH SOLE 0 0 2610 Ishares Msci Eafe Etf ETF 464287465 277 3769 SH SOLE 0 0 3769 First Trust Value Line Dividend Index Etf ETF 33734H106 294 6944 SH SOLE 0 0 6944 Fidelity Msci Information Tech Index Etf ETF 316092808 306 2484 SH SOLE 0 0 2484 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 316 6703 SH SOLE 0 0 6703 Spdr Series Trust S&p Dividend Etf ETF 78464A763 317 2475 SH SOLE 0 0 2475 Ishares Short Term National Muni Bond Etf ETF 464288158 357 3411 SH SOLE 0 0 3411 Ishares Core Msci Emerging Markets Etf ETF 46434G103 375 6759 SH SOLE 0 0 6759 Ishares Russell 3000 Etf ETF 464287689 418 1594 SH SOLE 0 0 1594 Vanguard S&p 500 Index Etf ETF 922908363 421 1015 SH SOLE 0 0 1015 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 422 5125 SH SOLE 0 0 5125 Ishares U S Healthcare Etf ETF 464287762 433 1500 SH SOLE 0 0 1500 Vanguard Total Intl Stock Index Fund Etf ETF 921909768 444 7426 SH SOLE 0 0 7426 Ishares S&p 500 Growth Etf ETF 464287309 456 5964 SH SOLE 0 0 5964 Spdr Series Trust S&p 600 Small Cap Etf ETF 78464A813 460 4912 SH SOLE 0 0 4912 Spdr Dow Jones Industrial Average Etf ETF 78467X109 470 1355 SH SOLE 0 0 1355 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 474 6111 SH SOLE 0 0 6111 First Trust Cap Strength Etf ETF 33733E104 514 6569 SH SOLE 0 0 6569 Select Utilities Select Sector Spdr Etf ETF 81369Y886 545 7325 SH SOLE 0 0 7325 Fidelity Msci Healthcare Index Etf ETF 316092600 589 8964 SH SOLE 0 0 8964 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 632 7589 SH SOLE 0 0 7589 Ishares Core S&p U S Growth Etf ETF 464287671 751 7109 SH SOLE 0 0 7109 Sector Energy Select Sector Spdr Etf ETF 81369Y506 762 9975 SH SOLE 0 0 9975 Sector Technology Select Sector Spdr Etf ETF 81369Y803 833 5241 SH SOLE 0 0 5241 Ishares Russell 1000 Growth Etf ETF 464287614 923 3323 SH SOLE 0 0 3323 Vanguard Growth Etf ETF 922908736 943 3277 SH SOLE 0 0 3277 Ishares Russell Mid Cap Growth Etf ETF 464287481 990 9853 SH SOLE 0 0 9853 Ishares Core S&p Mid Cap Etf ETF 464287507 1106 4123 SH SOLE 0 0 4123 Ishares S&p 500 Value Etf ETF 464287408 1242 7979 SH SOLE 0 0 7979 Ishares Select Dividend Etf ETF 464287168 1250 9752 SH SOLE 0 0 9752 Invesco Nasdaq 100 Etf ETF 46138G649 1260 8455 SH SOLE 0 0 8455 Vanguard Total Stock Market Etf ETF 922908769 2131 9361 SH SOLE 0 0 9361 Spdr S&p 500 Etf ETF 78462F103 2434 5389 SH SOLE 0 0 5389 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 2437 4968 SH SOLE 0 0 4968 Vanguard Short Term Inflation Protected Securities Etf ETF 922020805 551 10760 SH SOLE 0 0 10760 Ishares Ibonds Dec 2022 Term Corp Etf ETF 46434VBA7 296 11833 SH SOLE 0 0 11833 Ishares Russell 1000 Value Etf ETF 464287598 1971 11873 SH SOLE 0 0 11873 Wisdomtree Floating Rate Treasury Fund New Etf ETF 97717Y527 603 12000 SH SOLE 0 0 12000 Sector Financial Select Sector Spdr Etf ETF 81369Y605 493 12858 SH SOLE 0 0 12858 Ishares Russell 2000 Etf ETF 464287655 2654 12929 SH SOLE 0 0 12929 Ishares Core S&p Small Cap Etf ETF 464287804 1411 13077 SH SOLE 0 0 13077 Ishares 20 Yr Treasury Bond Etf ETF 464287432 1776 13450 SH SOLE 0 0 13450 Spdr Bloomberg Invt Grade Fltg Rate Etf ETF 78468R200 415 13603 SH SOLE 0 0 13603 Spdr Mortgage Backed Bond Etf ETF 78464A383 326 13626 SH SOLE 0 0 13626 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 381 15193 SH SOLE 0 0 15193 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 400 15839 SH SOLE 0 0 15839 Blackrock Ultra Short Term Bond Etf ETF 46434V878 840 16758 SH SOLE 0 0 16758 Jp Morgan Ultra Short Income Etf ETF 46641Q837 864 17181 SH SOLE 0 0 17181 First Trust Tcw Unconstrained Plus Bond Etf ETF 33740F888 442 17300 SH SOLE 0 0 17300 Spdr S&p Regional Banking Etf ETF 78464A698 1226 17790 SH SOLE 0 0 17790 John Hancock Multifactor Emerging Markets Etf ETF 47804J834 537 19459 SH SOLE 0 0 19459 Ishares Msci Emerging Markets Etf ETF 464287234 946 20945 SH SOLE 0 0 20945 Dimensional U S Equity Etf ETF 25434V401 1047 21368 SH SOLE 0 0 21368 Ishares Ibonds Dec 2025 Term Treasury Etf ETF 46436E866 631 26000 SH SOLE 0 0 26000 Ishares Core S&p U S Value Etf ETF 464287663 2076 27358 SH SOLE 0 0 27358 Invesco Qqq Etf ETF 46090E103 10144 27981 SH SOLE 0 0 27981 Ishares Global Tech Etf ETF 464287291 1673 28844 SH SOLE 0 0 28844 Vanguard High Dividend Yield Etf ETF 921946406 3401 30301 SH SOLE 0 0 30301 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 1845 31001 SH SOLE 0 0 31001 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1671 31792 SH SOLE 0 0 31792 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 5699 33868 SH SOLE 0 0 33868 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 2269 34086 SH SOLE 0 0 34086 Schwab U S Dividend Equity Etf ETF 808524797 2736 34684 SH SOLE 0 0 34684 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 1918 37202 SH SOLE 0 0 37202 Invesco S&p 500 Equal Weight Etf ETF 46137V357 7189 45582 SH SOLE 0 0 45582 First Trust Low Duration Opportunities Etf ETF 33739Q200 2271 46398 SH SOLE 0 0 46398 Ishares Ibonds Dec 2023 Term Treasury Etf ETF 46436E882 1210 48200 SH SOLE 0 0 48200 Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 4973 49763 SH SOLE 0 0 49763 Ishares Ibonds Dec 2024 Term Treasury Etf ETF 46436E874 1454 59000 SH SOLE 0 0 59000 Dimensional U S Core Equity 2 Etf ETF 25434V708 1763 63939 SH SOLE 0 0 63939 Ishares Core U S Aggregate Bond Etf ETF 464287226 8529 79637 SH SOLE 0 0 79637 Pacer Lunt Large Cap Alternator Etf ETF 69374H717 3706 82721 SH SOLE 0 0 82721 Spdr Portfolio S&p 500 High Dividend Etf ETF 78468R788 3665 83384 SH SOLE 0 0 83384 Ishares Core S&p 500 Etf ETF 464287200 49171 108379 SH SOLE 0 0 108379 Janus Detroit Henderson Aaa Clo Etf ETF 47103U845 6583 131115 SH SOLE 0 0 131115 Spdr Portfolio Aggregate Bond Etf ETF 78464A649 3954 142289 SH SOLE 0 0 142289 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 8785 165562 SH SOLE 0 0 165562 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 29357 290833 SH SOLE 0 0 290833 Dimensional World Ex U S Core Equity 2 Etf ETF 25434V880 7973 319565 SH SOLE 0 0 319565 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 17010 343084 SH SOLE 0 0 343084 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 19979 407738 SH SOLE 0 0 407738 First Trust Lunt U S Factor Rotation Etf ETF 33733E872 13659 417069 SH SOLE 0 0 417069