0001727993-23-000009.txt : 20231106 0001727993-23-000009.hdr.sgml : 20231106 20231106160944 ACCESSION NUMBER: 0001727993-23-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231106 DATE AS OF CHANGE: 20231106 EFFECTIVENESS DATE: 20231106 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: 231380055 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 X0202 13F-HR LIVE false false false 0001727993 XXXXXXXX 09-30-2023 09-30-2023 Eldridge Investment Advisors, Inc.

686 CHESTNUT STREET MANCHESTER NH 03104

13F HOLDINGS REPORT 028-18322 N Susan Eldridge 6032961320 Susan Eldridge Manchester NH 11-06-2023 0 143 301270 false INFORMATION TABLE 2 q32023.xml Broadcom Inc COM 11135F101 200 241 SH SOLE 0 0 241 Walt Disney Co COM 254687106 203 2510 SH SOLE 0 0 2510 Bristol Myers Squibb Company COM 110122108 204 3512 SH SOLE 0 0 3512 Automatic Data Processing Inc COM 053015103 204 848 SH SOLE 0 0 848 Sector Healthcare Select Sector Spdr Etf ETF 81369Y209 204 1585 SH SOLE 0 0 1585 Coca-cola Company COM 191216100 204 3651 SH SOLE 0 0 3651 Ishares Ibonds Dec 2025 Term Treasury Etf ETF 46436E866 207 8998 SH SOLE 0 0 8998 Unitedhealth Group Inc COM 91324P102 212 420 SH SOLE 0 0 420 Rtx Corp COM 75513E101 212 2946 SH SOLE 0 0 2946 Costco Wholesale Corp COM 22160K105 215 380 SH SOLE 0 0 380 Johnson & Johnson COM 478160104 220 1410 SH SOLE 0 0 1410 Pepsico Inc COM 713448108 222 1308 SH SOLE 0 0 1308 Ishares Ibonds Dec 2025 Term Corp Etf ETF 46434VBD1 225 9244 SH SOLE 0 0 9244 Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf ETF 78470P200 231 5000 SH SOLE 0 0 5000 Spdr Gold Trust Gold Shares ETF 78463V107 236 1376 SH SOLE 0 0 1376 Ishares Msci Usa Value Factor Etf ETF 46432F388 237 2610 SH SOLE 0 0 2610 Spdr Bloomberg Invt Grade Fltg Rate Etf ETF 78468R200 237 7748 SH SOLE 0 0 7748 General Electric Co New COM 369604301 245 2218 SH SOLE 0 0 2218 Spdr S&p Regional Banking Etf ETF 78464A698 257 6160 SH SOLE 0 0 6160 Ishares Msci Eafe Etf ETF 464287465 260 3769 SH SOLE 0 0 3769 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 271 5381 SH SOLE 0 0 5381 Sector Energy Select Sector Spdr Etf ETF 81369Y506 274 3035 SH SOLE 0 0 3035 Intl Business Machines Corp COM 459200101 277 1974 SH SOLE 0 0 1974 Fidelity Msci Information Tech Index Etf ETF 316092808 277 2254 SH SOLE 0 0 2254 Spdr Series Trust S&p Dividend Etf ETF 78464A763 288 2500 SH SOLE 0 0 2500 Meta Platforms Inc Cl A COM 30303M102 291 970 SH SOLE 0 0 970 Procter & Gamble Co COM 742718109 294 2016 SH SOLE 0 0 2016 Home Depot Inc COM 437076102 296 980 SH SOLE 0 0 980 Nextera Energy Inc COM 65339F101 304 5301 SH SOLE 0 0 5301 Anheuser Busch Inbev Sa/nv COM 03524A108 304 5500 SH SOLE 0 0 5500 Verizon Communications Inc COM 92343V104 309 9542 SH SOLE 0 0 9542 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 315 4290 SH SOLE 0 0 4290 Alphabet Inc Cl C COM 02079K107 315 2388 SH SOLE 0 0 2388 Pfizer Inc COM 717081103 316 9539 SH SOLE 0 0 9539 Ishares Russell 3000 Etf ETF 464287689 349 1424 SH SOLE 0 0 1424 Thermo Fisher Scientific Inc COM 883556102 353 698 SH SOLE 0 0 698 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 356 8129 SH SOLE 0 0 8129 Ishares U S Healthcare Etf ETF 464287762 357 1321 SH SOLE 0 0 1321 Vanguard S&p 500 Index Etf ETF 922908363 362 922 SH SOLE 0 0 922 Ishares Msci Emerging Markets Etf ETF 464287234 363 9565 SH SOLE 0 0 9565 Vanguard Short Term Inflation Protected Securities Etf ETF 922020805 383 8167 SH SOLE 0 0 8167 Vanguard Total Intl Stock Index Fund Etf ETF 921909768 390 7282 SH SOLE 0 0 7282 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 392 8474 SH SOLE 0 0 8474 Ishares S&p 500 Growth Etf ETF 464287309 408 5964 SH SOLE 0 0 5964 First Trust Cap Strength Etf ETF 33733E104 459 6234 SH SOLE 0 0 6234 Select Utilities Select Sector Spdr Etf ETF 81369Y886 474 8045 SH SOLE 0 0 8045 Waste Management Inc Del COM 94106L109 483 3170 SH SOLE 0 0 3170 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 485 6706 SH SOLE 0 0 6706 Vanguard High Dividend Yield Etf ETF 921946406 498 4822 SH SOLE 0 0 4822 Mckesson Corp COM 58155Q103 504 1160 SH SOLE 0 0 1160 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 514 7104 SH SOLE 0 0 7104 Fidelity Msci Healthcare Index Etf ETF 316092600 542 8940 SH SOLE 0 0 8940 Spdr Dow Jones Industrial Average Etf ETF 78467X109 554 1655 SH SOLE 0 0 1655 Jpmorgan Chase & Co COM 46625H100 661 4559 SH SOLE 0 0 4559 Ishares Core S&p U S Growth Etf ETF 464287671 662 6981 SH SOLE 0 0 6981 Sector Technology Select Sector Spdr Etf ETF 81369Y803 687 4188 SH SOLE 0 0 4188 Merck & Company Inc New COM 58933Y105 782 7594 SH SOLE 0 0 7594 Chevron Corp COM 166764100 801 4750 SH SOLE 0 0 4750 Abbott Laboratories COM 002824100 802 8284 SH SOLE 0 0 8284 Tesla Inc COM 88160R101 830 3318 SH SOLE 0 0 3318 Vanguard Growth Etf ETF 922908736 880 3233 SH SOLE 0 0 3233 Ishares Russell Mid Cap Growth Etf ETF 464287481 897 9823 SH SOLE 0 0 9823 Mcdonalds Corp COM 580135101 971 3684 SH SOLE 0 0 3684 Ishares Core S&p Mid Cap Etf ETF 464287507 990 3970 SH SOLE 0 0 3970 Spdr Series Trust S&p Oil & Gas Exploratn & Production Etf New ETF 78468R556 1109 7500 SH SOLE 0 0 7500 Ishares Russell 1000 Growth Etf ETF 464287614 1127 4236 SH SOLE 0 0 4236 United Parcel Service Inc Cl B COM 911312106 1156 7415 SH SOLE 0 0 7415 Ishares S&p 500 Value Etf ETF 464287408 1260 8189 SH SOLE 0 0 8189 Caterpillar Inc COM 149123101 1291 4730 SH SOLE 0 0 4730 Abbvie Inc COM 00287Y109 1354 9086 SH SOLE 0 0 9086 Berkshire Hathaway Inc Cl B New COM 084670702 1773 5061 SH SOLE 0 0 5061 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 1797 3934 SH SOLE 0 0 3934 Spdr S&p 500 Etf ETF 78462F103 1888 4416 SH SOLE 0 0 4416 Microsoft Corp COM 594918104 2056 6511 SH SOLE 0 0 6511 Vanguard Total Stock Market Etf ETF 922908769 2074 9764 SH SOLE 0 0 9764 W P Carey Inc COM 92936U109 545 10075 SH SOLE 0 0 10075 Schwab U S Dividend Equity Etf ETF 808524797 716 10112 SH SOLE 0 0 10112 Sector Financial Select Sector Spdr Etf ETF 81369Y605 343 10349 SH SOLE 0 0 10349 Ishares Russell 1000 Value Etf ETF 464287598 1598 10528 SH SOLE 0 0 10528 Ishares Core High Dividend Etf ETF 46429B663 1053 10648 SH SOLE 0 0 10648 Ishares Russell 2000 Etf ETF 464287655 1934 10944 SH SOLE 0 0 10944 Wisdomtree Japan Hedged Equity Fd Etf ETF 97717W851 971 11000 SH SOLE 0 0 11000 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 654 11001 SH SOLE 0 0 11001 Ishares Core S&p U S Value Etf ETF 464287663 829 11109 SH SOLE 0 0 11109 Ishares Select Dividend Etf ETF 464287168 1248 11590 SH SOLE 0 0 11590 Ishares Core Msci Eafe Etf ETF 46432F842 788 12241 SH SOLE 0 0 12241 Ishares Core S&p Small Cap Etf ETF 464287804 1229 13028 SH SOLE 0 0 13028 Ishares Floating Rate Bond Etf ETF 46429B655 675 13325 SH SOLE 0 0 13325 Spdr Portfolio S&p 600 Small Cap Etf ETF 78468R853 510 13813 SH SOLE 0 0 13813 Exxon Mobil Corp COM 30231G102 1680 14289 SH SOLE 0 0 14289 Spdr Portfolio S&p 500 High Dividend Etf ETF 78468R788 524 14951 SH SOLE 0 0 14951 Dimensional U S Core Etf ETF 25434V104 471 15722 SH SOLE 0 0 15722 Ishares Global Tech Etf ETF 464287291 1063 18371 SH SOLE 0 0 18371 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 905 18870 SH SOLE 0 0 18870 Ishares Ibonds Dec 2024 Term Muni Bd Etf ETF 46435U697 511 19935 SH SOLE 0 0 19935 Dimensional U S Equity Etf ETF 25434V401 1002 21515 SH SOLE 0 0 21515 Invesco Qqq Etf ETF 46090E103 7877 21985 SH SOLE 0 0 21985 Dimensional Intl Core Etf ETF 25434V203 632 24195 SH SOLE 0 0 24195 First Trust Low Duration Opportunities Etf ETF 33739Q200 1158 24518 SH SOLE 0 0 24518 Apple Inc COM 037833100 4298 25101 SH SOLE 0 0 25101 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 1594 26563 SH SOLE 0 0 26563 Spdr Series Trust S&p Biotech Etf ETF 78464A870 1965 26912 SH SOLE 0 0 26912 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 3789 27124 SH SOLE 0 0 27124 Ishares Global Healthcare Etf ETF 464287325 2388 28972 SH SOLE 0 0 28972 Alphatec Holdings Inc New COM 02081G201 379 29185 SH SOLE 0 0 29185 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1420 30002 SH SOLE 0 0 30002 Ishares Currency Hedged Msci Eafe Etf ETF 46434V803 978 32500 SH SOLE 0 0 32500 Dimensional U S Marketwide Value Etf ETF 25434V724 1149 33769 SH SOLE 0 0 33769 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 859 33984 SH SOLE 0 0 33984 Dimensional National Municipal Bond Etf ETF 25434V849 1620 34862 SH SOLE 0 0 34862 Ishares Investment Grade Corp Bd Buywrite Strategy Etf ETF 46436E288 1113 35296 SH SOLE 0 0 35296 Spdr Ssga Ultra Short Term Bond Etf ETF 78467V707 1448 36100 SH SOLE 0 0 36100 Invesco S&p 500 Equal Weight Etf ETF 46137V357 5155 36384 SH SOLE 0 0 36384 Spdr Portfolio Short Term Treasury Etf ETF 78468R101 1060 37040 SH SOLE 0 0 37040 Invesco Nasdaq 100 Etf ETF 46138G649 7342 49807 SH SOLE 0 0 49807 Ishares Ibonds Dec 2023 Term Muni Bond Etf ETF 46435G318 1300 51023 SH SOLE 0 0 51023 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 2804 57369 SH SOLE 0 0 57369 Spdr Bloomberg 1-3 Month T-bill Etf New ETF 78468R663 5718 62540 SH SOLE 0 0 62540 First Trust Short Duration Managed Municipal Etf ETF 33739P830 1241 64021 SH SOLE 0 0 64021 Spdr Corp Bond Etf ETF 78464A144 1792 65267 SH SOLE 0 0 65267 Ishares U S Home Construction Etf ETF 464288752 5493 69984 SH SOLE 0 0 69984 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 1739 70499 SH SOLE 0 0 70499 Wisdomtree Floating Rate Treasury Fund New Etf ETF 97717Y527 3730 74117 SH SOLE 0 0 74117 Ishares Core S&p 500 Etf ETF 464287200 32661 76056 SH SOLE 0 0 76056 Ishares 0-3 Month Treasury Bond Etf ETF 46436E718 7816 77959 SH SOLE 0 0 77959 Ishares Ibonds Dec 2023 Term Treasury Etf ETF 46436E882 2021 81770 SH SOLE 0 0 81770 Janus Detroit Henderson Aaa Clo Etf ETF 47103U845 4143 82316 SH SOLE 0 0 82316 Spdr Bloomberg 1-10 Yr Tips Etf ETF 78468R861 1541 85401 SH SOLE 0 0 85401 Geltech Solutions Inc COM 368537106 0 85556 SH SOLE 0 0 85556 Jp Morgan Nasdaq Equity Prem Income Etf ETF 46654Q203 5232 112487 SH SOLE 0 0 112487 First Trust Ultra Short Duration Municipal Etf ETF 33740J104 2355 118243 SH SOLE 0 0 118243 Dimensional U S Core Equity 2 Etf ETF 25434V708 3298 125869 SH SOLE 0 0 125869 Ishares Ibonds Dec 2024 Term Treasury Etf ETF 46436E874 3116 131144 SH SOLE 0 0 131144 Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 14334 143764 SH SOLE 0 0 143764 Jpmorgan Betabuilders Japan Etf New ETF 46641Q217 9147 182070 SH SOLE 0 0 182070 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 8193 194814 SH SOLE 0 0 194814 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 10130 220463 SH SOLE 0 0 220463 Spdr Portfolio S&p 500 Etf ETF 78464A854 11369 226195 SH SOLE 0 0 226195 Spdr Portfolio Aggregate Bond Etf ETF 78464A649 6608 272290 SH SOLE 0 0 272290 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 26445 280764 SH SOLE 0 0 280764 Spdr Ssga Multi Asset Real Return Etf ETF 78467V103 7831 290483 SH SOLE 0 0 290483 Dimensional World Ex U S Core Equity 2 Etf ETF 25434V880 6816 302673 SH SOLE 0 0 302673 First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf ETF 33739E108 6284 393509 SH SOLE 0 0 393509