StockDriftsStockDriftsTop 50 Eldridge Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | Ishares Core S&p Total U S Stock Market Etf | 10.24% | 328.1K | $46.7M | -1.36%(-4.53K) | $79.80(+105.22%) | 2026-03-31 | |
| SPYM | State Street Spdr Port S&p 500 Etf | 7.52% | 448.2K | $34.3M | +10.09%(+41.09K) | $56.54(+55.07%) | 2026-03-31 | |
| IVV | Ishares Core S&p 500 Etf | 5.59% | 39.0K | $25.5M | -1.29%(-511) | $113.04(+562.09%) | 2026-03-31 | |
| DYNF | Ishares U S Equity Factor Rotation Active Etf | 4.25% | 333.1K | $19.4M | +13.31%(+39.12K) | $52.51(+27.84%) | 2026-03-31 | |
| JBND | Jpmorgan Active Bond Etf | 3.51% | 297.8K | $16.0M | +11.54%(+30.82K) | $53.51(-0.42%) | 2026-03-31 | |
| RLY | State Street Multi Asset Real Return Etf | 3.02% | 381.5K | $13.8M | +3.91%(+14.36K) | $27.53(+25.86%) | 2026-03-31 | |
| SPTI | State Street Spdr Portfolio Intermediate Term Treasury Etf | 2.78% | 444.2K | $12.7M | +6.16%(+25.77K) | $28.52(-0.80%) | 2026-03-31 | |
| BBJP | Jpmorgan Betabuilders Japan Etf | 2.75% | 182.2K | $12.6M | +2.94%(+5.20K) | $52.54(+43.17%) | 2026-03-31 | |
| JHMM | John Hancock Multifactor Mid Cap Etf | 2.72% | 185.1K | $12.4M | -5.82%(-11.44K) | $56.06(+32.70%) | 2026-03-31 | |
| JHPI | John Hancock Preferred Income Etf | 2.67% | 539.6K | $12.2M | -0.08%(-453) | $22.51(+1.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.05% |
| Top 20 Holdings Unweighted | +8.63% | +28.20% |
Sign up free to track Eldridge Investment Advisors, Inc., compare funds side by side, and get alerts the moment positions change.