0001727993-24-000004.txt : 20240510 0001727993-24-000004.hdr.sgml : 20240510 20240510133817 ACCESSION NUMBER: 0001727993-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eldridge Investment Advisors, Inc. CENTRAL INDEX KEY: 0001727993 ORGANIZATION NAME: 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: 24934019 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 03-31-2024 03-31-2024 Eldridge Investment Advisors, Inc.

686 CHESTNUT STREET MANCHESTER NH 03104

13F HOLDINGS REPORT 028-18322 N Susan Eldridge 6032961320 Susan Eldridge Manchester NH 05-10-2024 0 145 389523 false INFORMATION TABLE 2 Q12024.xml Amazon.com Inc COM 023135106 207 1147 SH SOLE 0 0 1147 Automatic Data Processing Inc COM 053015103 212 848 SH SOLE 0 0 848 Ishares Msci Usa Value Factor Etf ETF 46432F388 218 2010 SH SOLE 0 0 2010 Spdr S&p Regional Banking Etf ETF 78464A698 230 4575 SH SOLE 0 0 4575 Johnson & Johnson COM 478160104 231 1461 SH SOLE 0 0 1461 Coca-cola Company COM 191216100 232 3800 SH SOLE 0 0 3800 Sector Healthcare Select Sector Spdr Etf ETF 81369Y209 234 1585 SH SOLE 0 0 1585 Eaton Corp Plc COM G29183103 237 757 SH SOLE 0 0 757 Jp Morgan Ultra Short Municipal Income Etf ETF 46641Q654 244 4800 SH SOLE 0 0 4800 Pepsico Inc COM 713448108 255 1458 SH SOLE 0 0 1458 Rtx Corp COM 75513E101 276 2829 SH SOLE 0 0 2829 Costco Wholesale Corp COM 22160K105 279 380 SH SOLE 0 0 380 Spdr Gold Trust Gold Shares ETF 78463V107 283 1376 SH SOLE 0 0 1376 Walt Disney Co COM 254687106 286 2337 SH SOLE 0 0 2337 Sector Energy Select Sector Spdr Etf ETF 81369Y506 287 3035 SH SOLE 0 0 3035 Ishares Msci Eafe Etf ETF 464287465 301 3769 SH SOLE 0 0 3769 Procter & Gamble Co COM 742718109 321 1976 SH SOLE 0 0 1976 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 326 4191 SH SOLE 0 0 4191 Spdr Series Trust S&p Dividend Etf ETF 78464A763 328 2500 SH SOLE 0 0 2500 Ishares Msci Emerging Markets Etf ETF 464287234 331 8063 SH SOLE 0 0 8063 Anheuser Busch Inbev Sa/nv COM 03524A108 334 5500 SH SOLE 0 0 5500 Nextera Energy Inc COM 65339F101 341 5331 SH SOLE 0 0 5331 Fidelity Msci Information Tech Index Etf ETF 316092808 351 2254 SH SOLE 0 0 2254 Alphabet Inc Cl C COM 02079K107 364 2388 SH SOLE 0 0 2388 Verizon Communications Inc COM 92343V104 369 8786 SH SOLE 0 0 8786 Broadcom Inc COM 11135F101 370 279 SH SOLE 0 0 279 Intl Business Machines Corp COM 459200101 377 1974 SH SOLE 0 0 1974 Home Depot Inc COM 437076102 381 993 SH SOLE 0 0 993 General Electric Co COM 369604301 387 2204 SH SOLE 0 0 2204 Ishares U S Healthcare Etf ETF 464287762 403 6511 SH SOLE 0 0 6511 Ishares Russell 3000 Etf ETF 464287689 409 1364 SH SOLE 0 0 1364 Thermo Fisher Scientific Inc COM 883556102 410 705 SH SOLE 0 0 705 Vanguard Total Intl Stock Index Fund Etf ETF 921909768 420 6966 SH SOLE 0 0 6966 Meta Platforms Inc Cl A COM 30303M102 422 870 SH SOLE 0 0 870 Vanguard S&p 500 Index Etf ETF 922908363 444 924 SH SOLE 0 0 924 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 451 8461 SH SOLE 0 0 8461 W P Carey Inc COM 92936U109 501 8875 SH SOLE 0 0 8875 Ishares S&p 500 Growth Etf ETF 464287309 504 5964 SH SOLE 0 0 5964 First Trust Cap Strength Etf ETF 33733E104 528 6164 SH SOLE 0 0 6164 Ishares 0-5 Year Tips Bond Etf ETF 46429B747 547 5500 SH SOLE 0 0 5500 Select Utilities Select Sector Spdr Etf ETF 81369Y886 551 8395 SH SOLE 0 0 8395 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 560 6706 SH SOLE 0 0 6706 Tesla Inc COM 88160R101 596 3390 SH SOLE 0 0 3390 Mckesson Corp COM 58155Q103 623 1161 SH SOLE 0 0 1161 Spdr Dow Jones Industrial Average Etf ETF 78467X109 658 1655 SH SOLE 0 0 1655 Waste Management Inc Del COM 94106L109 676 3170 SH SOLE 0 0 3170 Chevron Corp COM 166764100 740 4689 SH SOLE 0 0 4689 Ishares Core S&p U S Growth Etf ETF 464287671 819 6986 SH SOLE 0 0 6986 Vanguard High Dividend Yield Etf ETF 921946406 858 7092 SH SOLE 0 0 7092 Jpmorgan Chase & Co COM 46625H100 872 4353 SH SOLE 0 0 4353 Sector Technology Select Sector Spdr Etf ETF 81369Y803 872 4189 SH SOLE 0 0 4189 Abbott Laboratories COM 002824100 934 8216 SH SOLE 0 0 8216 Mcdonalds Corp COM 580135101 1039 3684 SH SOLE 0 0 3684 Merck & Company Inc COM 58933Y105 1048 7944 SH SOLE 0 0 7944 United Parcel Service Inc Cl B COM 911312106 1103 7424 SH SOLE 0 0 7424 Vanguard Growth Etf ETF 922908736 1113 3233 SH SOLE 0 0 3233 Ishares Russell Mid Cap Growth Etf ETF 464287481 1136 9953 SH SOLE 0 0 9953 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 1152 6150 SH SOLE 0 0 6150 Ishares S&p 500 Value Etf ETF 464287408 1544 8264 SH SOLE 0 0 8264 Abbvie Inc COM 00287Y109 1643 9024 SH SOLE 0 0 9024 Caterpillar Inc COM 149123101 1733 4730 SH SOLE 0 0 4730 Berkshire Hathaway Inc Cl B COM 084670702 1837 4369 SH SOLE 0 0 4369 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 2176 3911 SH SOLE 0 0 3911 Spdr S&p 500 Etf ETF 78462F103 2229 4262 SH SOLE 0 0 4262 Vanguard Total Stock Market Etf ETF 922908769 2337 8994 SH SOLE 0 0 8994 Microsoft Corp COM 594918104 2767 6577 SH SOLE 0 0 6577 Ishares Russell 1000 Value Etf ETF 464287598 1805 10075 SH SOLE 0 0 10075 Pfizer Inc COM 717081103 284 10240 SH SOLE 0 0 10240 Sector Financial Select Sector Spdr Etf ETF 81369Y605 436 10353 SH SOLE 0 0 10353 Vanguard Short Term Tax Exempt Bond Etf ETF 921935870 1054 10462 SH SOLE 0 0 10462 Ishares Russell 2000 Etf ETF 464287655 2304 10957 SH SOLE 0 0 10957 Ishares Select Dividend Etf ETF 464287168 1434 11638 SH SOLE 0 0 11638 Vanguard Dividend Appreciation Etf ETF 921908844 2130 11665 SH SOLE 0 0 11665 Ishares Russell 1000 Growth Etf ETF 464287614 4253 12619 SH SOLE 0 0 12619 Wisdomtree India Earnings Etf ETF 97717W422 610 14000 SH SOLE 0 0 14000 Exxon Mobil Corp COM 30231G102 1710 14713 SH SOLE 0 0 14713 Dimensional U S Core Etf ETF 25434V104 541 14802 SH SOLE 0 0 14802 Invesco Nasdaq 100 Etf ETF 46138G649 2848 15587 SH SOLE 0 0 15587 Ishares Global Tech Etf ETF 464287291 1279 17097 SH SOLE 0 0 17097 Ishares Ibonds Dec 2025 Term Corp Etf ETF 46434VBD1 464 18687 SH SOLE 0 0 18687 Spdr Bloomberg 1-3 Month T-bill Etf New ETF 78468R663 1820 19822 SH SOLE 0 0 19822 Ishares Investment Grade Corp Bd Buywrite Strategy Etf ETF 46436E288 586 20010 SH SOLE 0 0 20010 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 1075 20931 SH SOLE 0 0 20931 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 1064 21037 SH SOLE 0 0 21037 Dimensional U S Equity Etf ETF 25434V401 1226 21515 SH SOLE 0 0 21515 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 1856 22365 SH SOLE 0 0 22365 Vanguard Short Term Inflation Protected Securities Etf ETF 922020805 1071 22369 SH SOLE 0 0 22369 Blackrock Flexible Income Etf ETF 092528603 1233 23500 SH SOLE 0 0 23500 Dimensional Intl Core Etf ETF 25434V203 723 23940 SH SOLE 0 0 23940 Apple Inc COM 037833100 4171 24324 SH SOLE 0 0 24324 Dimensional National Municipal Bond Etf ETF 25434V849 1256 26121 SH SOLE 0 0 26121 Spdr Portfolio S&p 600 Small Cap Etf ETF 78468R853 1180 27409 SH SOLE 0 0 27409 First Trust Growth Strength Etf ETF 33733E823 853 27773 SH SOLE 0 0 27773 Fidelity Msci Healthcare Index Etf ETF 316092600 1944 27868 SH SOLE 0 0 27868 Ishares Floating Rate Bond Etf ETF 46429B655 1430 28013 SH SOLE 0 0 28013 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 1936 28525 SH SOLE 0 0 28525 Dimensional U S Marketwide Value Etf ETF 25434V724 1187 29019 SH SOLE 0 0 29019 Alphatec Holdings Inc New COM 02081G201 402 29185 SH SOLE 0 0 29185 Ishares Ibonds Dec 2024 Term Muni Bd Etf ETF 46435U697 758 29227 SH SOLE 0 0 29227 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1725 30057 SH SOLE 0 0 30057 Invesco Qqq Etf ETF 46090E103 13785 31046 SH SOLE 0 0 31046 Spdr Blackstone Senior Ln Etf ETF 78467V608 1401 33265 SH SOLE 0 0 33265 Invesco S&p 500 Equal Weight Etf ETF 46137V357 6025 35573 SH SOLE 0 0 35573 Ishares 0-3 Month Treasury Bond Etf ETF 46436E718 3756 37298 SH SOLE 0 0 37298 Schwab U S Dividend Equity Etf ETF 808524797 3013 37371 SH SOLE 0 0 37371 Spdr Ssga Ultra Short Term Bond Etf ETF 78467V707 1692 41788 SH SOLE 0 0 41788 Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf ETF 78470P200 2013 42827 SH SOLE 0 0 42827 Vanguard Total Intl Bond Index Etf ETF 92203J407 2147 43648 SH SOLE 0 0 43648 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 2546 45330 SH SOLE 0 0 45330 Ishares Core S&p Small Cap Etf ETF 464287804 5084 46005 SH SOLE 0 0 46005 Spdr Tips Etf ETF 78464A656 1198 46768 SH SOLE 0 0 46768 Dimensional U S Core Equity 2 Etf ETF 25434V708 1519 47554 SH SOLE 0 0 47554 Ishares Currency Hedged Msci Eafe Etf ETF 46434V803 1727 49520 SH SOLE 0 0 49520 Ishares Global Healthcare Etf ETF 464287325 4635 49762 SH SOLE 0 0 49762 Ishares U S Home Construction Etf ETF 464288752 6422 55476 SH SOLE 0 0 55476 Ishares Msci Usa Quality Factor Etf ETF 46432F339 9241 56225 SH SOLE 0 0 56225 Spdr Doubleline Total Return Tactical Etf ETF 78467V848 2262 56485 SH SOLE 0 0 56485 Ishares Ibonds Dec 2025 Term Treasury Etf ETF 46436E866 1389 59782 SH SOLE 0 0 59782 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 2897 61069 SH SOLE 0 0 61069 Ishares Core Msci Emerging Markets Etf ETF 46434G103 3187 61765 SH SOLE 0 0 61765 Ishares Core S&p 500 Etf ETF 464287200 33545 63806 SH SOLE 0 0 63806 Spdr Bloomberg 1-10 Yr Tips Etf ETF 78468R861 1202 64500 SH SOLE 0 0 64500 Ishares Core U S Aggregate Bond Etf ETF 464287226 6460 65963 SH SOLE 0 0 65963 Wisdomtree Floating Rate Treasury Fund New Etf ETF 97717Y527 3356 66734 SH SOLE 0 0 66734 Dimensional Us Large Cap Value Etf ETF 25434V666 2029 67643 SH SOLE 0 0 67643 Blackrock Municipal 2030 Target Term Trust ETF 09257P105 1630 77400 SH SOLE 0 0 77400 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 2006 80080 SH SOLE 0 0 80080 Geltech Solutions Inc COM 368537106 0 85556 SH SOLE 0 0 85556 Ishares Core Msci Eafe Etf ETF 46432F842 6436 86715 SH SOLE 0 0 86715 First Trust Short Duration Managed Municipal Etf ETF 33739P830 1744 87915 SH SOLE 0 0 87915 Janus Detroit Henderson Aaa Clo Etf ETF 47103U845 4771 94035 SH SOLE 0 0 94035 Ishares Core S&p U S Value Etf ETF 464287663 8665 95811 SH SOLE 0 0 95811 Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket ETF 381430529 10673 105791 SH SOLE 0 0 105791 Spdr Corp Bond Etf ETF 78464A144 3133 107640 SH SOLE 0 0 107640 Ishares Core S&p Mid Cap Etf ETF 464287507 8561 140952 SH SOLE 0 0 140952 Spdr Intermediate Term Treasury Etf ETF 78464A672 4412 156575 SH SOLE 0 0 156575 Ishares Ibonds Dec 2024 Term Treasury Etf ETF 46436E874 4512 188470 SH SOLE 0 0 188470 Jpmorgan Betabuilders Japan Etf New ETF 46641Q217 12095 206580 SH SOLE 0 0 206580 Spdr Ssga Multi Asset Real Return Etf ETF 78467V103 7538 269713 SH SOLE 0 0 269713 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 32801 284487 SH SOLE 0 0 284487 Dimensional World Ex U S Core Equity 2 Etf ETF 25434V880 7583 298066 SH SOLE 0 0 298066 Spdr Portfolio S&p 500 Etf ETF 78464A854 20332 330445 SH SOLE 0 0 330445 Jp Morgan Nasdaq Equity Prem Income Etf ETF 46654Q203 17936 330675 SH SOLE 0 0 330675 Spdr Portfolio Aggregate Bond Etf ETF 78464A649 9209 364271 SH SOLE 0 0 364271 First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf ETF 33739E108 9060 523101 SH SOLE 0 0 523101