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Eldridge Investment Advisors, Inc.
Eldridge Investment Advisors, Inc. is an independent investment advisory firm headquartered in Manchester, New Hampshire. Founded in 2011, the firm serves individuals and families, closely held businesses, retirement plan sponsors, corporations, nonprofits, associations, and trusts. With 8 employees, Eldridge focuses on investment and retirement plan consulting, offering flexible, fiduciary advisory services. They do not sell proprietary products and work solely in their clients' best interests as ERISA fiduciaries.
Investment Strategy
Eldridge Investment Advisors, Inc. builds investment strategies tailored to client needs, leveraging its independent advisory status and access to a broad suite of investment and insurance products through partnerships such as LPL Financial. The firm emphasizes fiduciary responsibility, working in advisory capacity under ERISA standards and selecting among leading national providers to construct individualized solutions for financial planning and retirement plans. Eldridge does not sell its own products, focusing solely on objective advice and client-driven outcomes.
Latest 13F Filing Activity
Eldridge Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 152 equity positions with a total 13F market value of $478M. The fund increased holdings in JPMorgan Active Bond Etf, Eaton Vance Floating Rate Etf, Ishares Core S&P Total U S Stock Market Etf among other positions. Eldridge Investment Advisors, Inc. reduced exposure to Nyli Ftse Intl Equity Currency Neutral Etf, SPDR Corp. Bond Etf, Janus Henderson Mortgage Backed Etf among others.
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | Ishares Core S&p Total U S Stock Market Etf | 9.38% | $44.9M | 332,205 | $80.25 | $135.04 | +$5.0M |
I IVV | Ishares Core S&p 500 Etf | 7.35% | $35.1M | 56,585 | $281.73 | $620.90 | +$3.2M |
S SPLG | Spdr Portfolio S&p 500 Etf | 6.29% | $30.1M | 414,023 | $55.48 | $72.69 | +$2.6M |
Q QQQ | Invesco Qqq Etf | 3.50% | $16.7M | 30,363 | $263.17 | $551.64 | +$3.0M |
J JEPQ | Jpmorgan Nasdaq Equity Premium Income Etf | 2.86% | $13.7M | 254,129 | $49.65 | $54.40 | +$1.0M |
Industry Allocation
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