Eldridge Investment Advisors, Inc.
CIK Number: 0001727993
429.96M
Market Value
147
# of Holdings
15 months
Avg. Holding Period
27.56%
Win Rate
9.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares Core S&... | 117.08 | -0.14% | 332.54K | +13.65% | 42.77M | 79.31 | 9.95% |
| 2 | IVV | iShares Core S&... | 540.47 | -0.19% | 59.23K | -1.94% | 34.87M | 281.73 | 8.11% |
| 3 | SPLG | SPDR Portfolio ... | 63.27 | -0.17% | 428.09K | -1.34% | 29.51M | 55.48 | 6.86% |
| 4 | QQQ | Invesco QQQ Tru... | 458.25 | +0.17% | 29.98K | -0.77% | 15.32M | 253.45 | 3.56% |
| 5 | JEPQ | JPMorgan Nasdaq... | 50.03 | +0.20% | 250.19K | -26.49% | 14.11M | 49.48 | 3.28% |
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