Eldridge Investment Advisors, Inc.

RIA/Wealth

Eldridge Investment Advisors, Inc. is a RIA/Wealth based in Manchester, NH led by Susan Brooks Eldridge, reporting $790.9M in AUM as of Q3 2025 with 91% ETF concentration and minimal technology exposure.

PresidentSusan Brooks Eldridge

Portfolio Value: $438.9M
Positions: 156
Top Holding: ITOT at 10.96%
Last Reported: Q3 2025

Address686 Chestnut St, Manchester, NH, 03104, United States

Top Holdings

Largest long holdings in Eldridge Investment Advisors, Inc.'s portfolio (44.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$48.1M	10.96%	-$278.2K Sold	— 330.3K shares	Q4 2017 Held for 7y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$31.9M	7.27%	-$538.4K Sold	— 407.2K shares	Q3 2022 Held for 3y 2m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$26.7M	6.08%	-$11.2M Sold	— 39.9K shares	Q4 2017 Held for 7y 11m
4 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$16.8M	3.84%	+$2.7M Bought	— 284.6K shares	Q4 2024 Held for 11 months
5 John Hancock Multifactor Mid Cap ETF JHMM	ETF ETF	$11.9M	2.71%	+$619.6K Bought	— 184.1K shares	Q1 2025 Held for 8 months
6 JHPI John Hancock Preferred Income JHPI	ETF ETF	$11.7M	2.67%	+$209.0K Bought	— 505.4K shares	Q1 2025 Held for 8 months
7 JBND JPMorgan Active Bond JBND	ETF ETF	$11.7M	2.66%	+$768.0K Bought	— 215.6K shares	Q1 2025 Held for 8 months
8 J.P. Morgan Nasdaq Equity Premium Income JEPQ	ETF ETF	$11.7M	2.66%	-$2.9M Sold	— 204.2K shares	Q3 2023 Held for 2y 2m
9 JPMorgan BetaBuilders Japan BBJP	ETF ETF	$11.6M	2.64%	-$2.6M Sold	— 174.4K shares	Q2 2023 Held for 2y 5m
10 Invesco QQQ Trust QQQ	ETF ETF	$11.3M	2.58%	-$6.9M Sold	— 18.9K shares	Q4 2017 Held for 7y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Eldridge Investment Advisors, Inc.'s latest filing

See all changes

GthenC

Market Value

$438.9M

Prior: $478.3M

Q/Q Change

-8.25%

-$39.5M

Net Flows % of MV

-15.64%

Turnover Ratio

12.75%

New Purchases

10 stocks

$10.9M

Added To

49 stocks

+$13.5M

Sold Out Of

10 stocks

$28.2M

Reduced Holdings

62 stocks

-$64.7M

Increased Positions

Position	Shares Δ	Change
1 JPMorgan Active Growth JGRO	New	0 → 43.7K +$4.1M
2 First Trust RBA American Industrial Renaissance AIRR	New	0 → 16.2K +$1.6M
3 GPIX Goldman Sachs S&P 500 Core Premium Income GPIX	New	0 → 27.2K +$1.4M
4 WisdomTree Japan Hedged SmallCap Equity Fund DXJS	New	0 → 30.1K +$1.3M
5 EVSD Eaton Vance Short Duration Income EVSD	New	0 → 22.8K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core U.S. Aggregate Bond AGG	Sold	67.5K → 0 −$6.7M
2 iShares Core MSCI EAFE ETF IEFA	Sold	59.1K → 0 −$4.9M
3 iShares Core 1-5 Year USD Bond ETF ISTB	Sold	99.2K → 0 −$4.8M
4 iShares Floating Rate Bond FLOT	Sold	54.7K → 0 −$2.8M
5 Vanguard Dividend Appreciation VIG	Sold	11.4K → 0 −$2.3M