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Home > Institutional Investor > Eldridge Investment Advisors, Inc. > Profile

Instuitional Investor - Eldridge Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Eldridge Investment Advisors, Inc.
Portfolio Value $429,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 332,544 $42,772 9.94%
2.
Ishares Trust
 IEF 59,225 $34,865 8.1%
3.
Spdr Series Trust
 428,093 $29,513 6.86%
4.
Invesco Qqq Etf
 29,977 $15,325 3.56%
5.
Jp Morgan Nasdaq Equity Prem Income Etf
 250,192 $14,106 3.28%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)