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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 $381,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,637 $37,559 9.83%
2.
Ishares Trust
 IEF 292,044 $30,732 8.05%
3.
Jp Morgan Nasdaq Equity Prem Income Etf
 301,200 $15,039 3.93%
4.
Spdr Series Trust
 256,955 $14,364 3.76%
5.
Invesco Qqq Etf
 32,555 $13,332 3.49%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)