0001727993-21-000007.txt : 20210805 0001727993-21-000007.hdr.sgml : 20210805 20210805161820 ACCESSION NUMBER: 0001727993-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210805 DATE AS OF CHANGE: 20210805 EFFECTIVENESS DATE: 20210805 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: 211148465 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 13F-HR LIVE false false false 0001727993 XXXXXXXX 06-30-2021 06-30-2021 Eldridge Investment Advisors, Inc.
686 CHESTNUT STREET MANCHESTER NH 03104
13F HOLDINGS REPORT 028-18322 N
SUSAN ELDRIDGE PRESIDENT 6032961320 Susan Eldridge Manchester NH 08-05-2021 0 114 276273 false
INFORMATION TABLE 2 xmlprep.xml Brown-forman Corp Cl B COM 115637209 214 2850 SH SOLE 0 0 2850 Home Depot Inc COM 437076102 225 705 SH SOLE 0 0 705 Bristol Myers Squibb Company COM 110122108 226 3412 SH SOLE 0 0 3412 At&t Inc COM 00206R102 253 8777 SH SOLE 0 0 8777 Costco Wholesale Corp COM 22160K105 269 680 SH SOLE 0 0 680 Boeing Company COM 097023105 274 1145 SH SOLE 0 0 1145 Facebook Inc Cl A COM 30303M102 282 810 SH SOLE 0 0 810 Johnson & Johnson COM 478160104 286 1735 SH SOLE 0 0 1735 Procter & Gamble Co COM 742718109 289 2144 SH SOLE 0 0 2144 Norfolk Southern Corp COM 655844108 299 1125 SH SOLE 0 0 1125 Intl Business Machines Corp COM 459200101 299 2040 SH SOLE 0 0 2040 Alphabet Inc Cl C COM 02079K107 351 140 SH SOLE 0 0 140 Thermo Fisher Scientific Inc COM 883556102 367 728 SH SOLE 0 0 728 Nextera Energy Inc COM 65339F101 374 5098 SH SOLE 0 0 5098 Pfizer Inc COM 717081103 379 9676 SH SOLE 0 0 9676 Anheuser Busch Inbev Sa/nv COM 03524A108 396 5500 SH SOLE 0 0 5500 Chevron Corp COM 166764100 411 3925 SH SOLE 0 0 3925 Waste Management Inc Del COM 94106L109 444 3170 SH SOLE 0 0 3170 Walt Disney Co COM 254687106 475 2702 SH SOLE 0 0 2702 Merck & Company Inc New COM 58933Y105 567 7286 SH SOLE 0 0 7286 Jpmorgan Chase & Co COM 46625H100 671 4317 SH SOLE 0 0 4317 Tesla Inc COM 88160R101 680 1000 SH SOLE 0 0 1000 Mcdonalds Corp COM 580135101 845 3658 SH SOLE 0 0 3658 Caterpillar Inc COM 149123101 1025 4712 SH SOLE 0 0 4712 United Parcel Service Inc Cl B COM 911312106 1529 7353 SH SOLE 0 0 7353 Berkshire Hathaway Inc Cl B New COM 084670702 1760 6331 SH SOLE 0 0 6331 Microsoft Corp COM 594918104 1873 6913 SH SOLE 0 0 6913 Verizon Communications Inc COM 92343V104 561 10014 SH SOLE 0 0 10014 W P Carey Inc COM 92936U109 754 10100 SH SOLE 0 0 10100 Exxon Mobil Corp COM 30231G102 901 14288 SH SOLE 0 0 14288 General Electric Co COM 369604103 285 21188 SH SOLE 0 0 21188 Cannabix Technologies Inc COM 13765L101 18 22000 SH SOLE 0 0 22000 Geltech Solutions Inc COM 368537106 2 85556 SH SOLE 0 0 85556 Ishares Ibonds Dec 2023 Term Corp Etf ETF 46434VAX8 206 7897 SH SOLE 0 0 7897 Fidelity Msci Financials Index Etf ETF 316092501 222 4244 SH SOLE 0 0 4244 Spdr Gold Trust Gold Shares ETF 78463V107 224 1353 SH SOLE 0 0 1353 Ishares National Muni Bond Etf ETF 464288414 225 1925 SH SOLE 0 0 1925 Fidelity Msci Information Tech Index Etf ETF 316092808 293 2484 SH SOLE 0 0 2484 Spdr Series Trust S&p Dividend Etf ETF 78464A763 303 2475 SH SOLE 0 0 2475 Ishares 0-5 Yr Invt Grade Corp Bond Etf ETF 46434V100 304 5880 SH SOLE 0 0 5880 Ishares Msci Eafe Etf ETF 464287465 305 3867 SH SOLE 0 0 3867 Spdr Portfolio S&p 400 Mid Cap Etf ETF 78464A847 317 6724 SH SOLE 0 0 6724 Vanguard S&p 500 Index Etf ETF 922908363 334 848 SH SOLE 0 0 848 Ishares Msci Usa Value Factor Etf ETF 46432F388 337 3210 SH SOLE 0 0 3210 Spdr Series Trust S&p 600 Small Cap Etf ETF 78464A813 350 3585 SH SOLE 0 0 3585 Ishares Short Term National Muni Bond Etf ETF 464288158 367 3404 SH SOLE 0 0 3404 Ishares U S Healthcare Etf ETF 464287762 371 1360 SH SOLE 0 0 1360 Ishares Russell 3000 Etf ETF 464287689 402 1572 SH SOLE 0 0 1572 Ishares S&p 500 Growth Etf ETF 464287309 443 6092 SH SOLE 0 0 6092 Ishares Msci Usa Min Volatility Factor Etf ETF 46429B697 450 6111 SH SOLE 0 0 6111 Spdr Dow Jones Industrial Average Etf ETF 78467X109 462 1340 SH SOLE 0 0 1340 Select Utilities Select Sector Spdr Etf ETF 81369Y886 479 7575 SH SOLE 0 0 7575 First Trust Cap Strength Etf ETF 33733E104 500 6619 SH SOLE 0 0 6619 Ishares Iboxx $ High Yield Corp Bond Etf ETF 464288513 528 6015 SH SOLE 0 0 6015 Ishares Core Msci Emerging Markets Etf ETF 46434G103 533 7955 SH SOLE 0 0 7955 Spdr S&p Regional Banking Etf ETF 78464A698 535 8170 SH SOLE 0 0 8170 Ishares Core S&p U S Growth Etf ETF 464287671 718 7106 SH SOLE 0 0 7106 Spdr Series Trust S&p 600 Small Cap Value Etf ETF 78464A300 724 8449 SH SOLE 0 0 8449 Sector Technology Select Sector Spdr ETF 81369Y803 769 5206 SH SOLE 0 0 5206 Ishares Russell 1000 Growth Etf ETF 464287614 775 2854 SH SOLE 0 0 2854 Vanguard Growth Etf ETF 922908736 952 3318 SH SOLE 0 0 3318 Ishares Select Dividend Etf ETF 464287168 953 8171 SH SOLE 0 0 8171 Ishares Core S&p Mid Cap Etf ETF 464287507 1008 3750 SH SOLE 0 0 3750 Ishares Russell Mid Cap Growth Etf ETF 464287481 1096 9678 SH SOLE 0 0 9678 Ishares S&p 500 Value Etf ETF 464287408 1116 7556 SH SOLE 0 0 7556 Ishares Russell 1000 Value Etf ETF 464287598 1213 7646 SH SOLE 0 0 7646 Ishares Global Tech Etf ETF 464287291 1425 4221 SH SOLE 0 0 4221 Vanguard Total Stock Market Etf ETF 922908769 1876 8419 SH SOLE 0 0 8419 Spdr S&p 500 Etf ETF 78462F103 2475 5781 SH SOLE 0 0 5781 Spdr S&p Mid Cap 400 Etf ETF 78467Y107 2672 5441 SH SOLE 0 0 5441 Pacer Trendpilot U S Bond Etf ETF 69374H642 277 10000 SH SOLE 0 0 10000 Sector Financial Select Sector Spdr Etf ETF 81369Y605 371 10106 SH SOLE 0 0 10106 Ishares Exponential Technologies Etf ETF 46434V381 651 10294 SH SOLE 0 0 10294 Ishares Ibonds Dec 2024 Term Corp Etf ETF 46434VBG4 278 10546 SH SOLE 0 0 10546 Fidelity Msci Healthcare Index Etf ETF 316092600 708 11103 SH SOLE 0 0 11103 Ishares Russell 2000 Etf ETF 464287655 2972 12956 SH SOLE 0 0 12956 Ishares Core S&p Small Cap Etf ETF 464287804 1478 13080 SH SOLE 0 0 13080 Ishares Core S&p U S Value Etf ETF 464287663 1212 16841 SH SOLE 0 0 16841 First Trust U S Equity Opptys Etf ETF 336920103 2223 17443 SH SOLE 0 0 17443 John Hancock Multifactor Emerging Markets Etf ETF 47804J834 604 19055 SH SOLE 0 0 19055 First Trust Value Line Dividend Index Etf ETF 33734H106 777 19535 SH SOLE 0 0 19535 Ishares Short Treasury Bond Etf ETF 464288679 2309 20901 SH SOLE 0 0 20901 Ishares Msci Emerging Markets Etf ETF 464287234 1184 21461 SH SOLE 0 0 21461 Dimensional U S Equity Etf ETF 25434V401 1033 21925 SH SOLE 0 0 21925 Ishares 3-7yr Treasury Bond Etf ETF 464288661 2906 22277 SH SOLE 0 0 22277 Goldman Sachs Access High Yield Corp Bond Etf Pricing Basket ETF 381430453 1347 26798 SH SOLE 0 0 26798 Vanguard High Dividend Yield Etf ETF 921946406 2872 27410 SH SOLE 0 0 27410 Invesco Qqq Etf ETF 46090E103 10088 28463 SH SOLE 0 0 28463 First Trust Iv Enhanced Short Maturity Etf New ETF 33739Q408 1734 28925 SH SOLE 0 0 28925 Schwab U S Dividend Equity Etf ETF 808524797 2406 31812 SH SOLE 0 0 31812 John Hancock Multifactor Mid Cap Etf ETF 47804J206 1675 32311 SH SOLE 0 0 32311 Ishares Core Msci Total Intl Stock Etf ETF 46432F834 2466 33638 SH SOLE 0 0 33638 Jp Morgan Ultra Short Income Etf ETF 46641Q837 1798 35450 SH SOLE 0 0 35450 Ishares U S Treasury Bond Etf ETF 46429B267 985 37052 SH SOLE 0 0 37052 Vanguard Mun Bd Tax Exempt Bond Index Etf ETF 922907746 2149 38905 SH SOLE 0 0 38905 Janus Henderson Short Duration Income Etf ETF 47103U886 2087 41550 SH SOLE 0 0 41550 Blackrock Ultra Short Term Bond Etf ETF 46434V878 2276 45069 SH SOLE 0 0 45069 Invesco S&p 500 Equal Weight Etf ETF 46137V357 6998 46429 SH SOLE 0 0 46429 Ishares Msci Usa Momentum Factor Etf ETF 46432F396 8532 49198 SH SOLE 0 0 49198 Ishares Core 1-5 Year Usd Bond Etf ETF 46432F859 2596 50676 SH SOLE 0 0 50676 First Trust Intl Equity Etf ETF 33734X853 3767 55083 SH SOLE 0 0 55083 Spdr Portfolio Short Term Treasury Etf ETF 78468R101 2086 68101 SH SOLE 0 0 68101 J P Morgan U S Aggregate Bond New Etf ETF 46641Q241 4272 78450 SH SOLE 0 0 78450 First Trust Low Duration Opportunities Etf ETF 33739Q200 5492 107906 SH SOLE 0 0 107906 Ishares Core S&p 500 Etf ETF 464287200 47600 110718 SH SOLE 0 0 110718 First Trust Exchange Traded Fd Iii Managed Mun Etf ETF 33739N108 9112 159074 SH SOLE 0 0 159074 Ishares Core S&p Total U S Stock Market Etf ETF 464287150 27284 276261 SH SOLE 0 0 276261 First Trust Tcw Opportunistic Fixed Income Etf ETF 33740F805 18469 344359 SH SOLE 0 0 344359 First Trust Lunt U S Factor Rotation Etf ETF 33733E872 12393 356628 SH SOLE 0 0 356628 First Trust Exchange Traded Fund Vi Rising Div Achievers Etf ETF 33738R506 19621 408428 SH SOLE 0 0 408428 Abbvie Inc COM 00287Y109 986 8750 SH SOLE 0 0 8750 Abbott Laboratories COM 002824100 994 8578 SH SOLE 0 0 8578 Apple Inc COM 037833100 3286 23994 SH SOLE 0 0 23994 Ishares Core U S Aggregate Bond Etf ETF 464287226 8073 70095 SH SOLE 0 0 70095