Eldridge-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  null,
  null,
  "RJF",
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  null,
  "ABT",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
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  "IJH",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "IEMG",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  "GLD",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "TMO",
  "UPS",
  "ATEC",
  "IWV",
  null,
  "VIG",
  null,
  null,
  null,
  "IEF",
  null,
  "VYM",
  "SDY",
  "WM",
  "IWP",
  null,
  null,
  "AMZN",
  "IVE",
  null,
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  "VUG",
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  null,
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  null,
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  null,
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  null,
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  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 157
Total Value: 434650302
Accession Number: 0001727993-25-000006
Form Type: 13F-HR
CIK: eldridge-investment-advisors
Manager Name: Eldridge-Investment-Advisors

Data Enrichment

54% identified

85 identified72 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $434.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOME DEPOT, INC.

HD|437076102

Shares:721

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$434.7M)

78464A698

Shares:4.6K

Value:$260.1K

% of Portfolio:0.1% ($260.1K/$434.7M)

922020755

Shares:3.2K

Value:$249.8K

% of Portfolio:0.1% ($249.8K/$434.7M)

COCA COLA CO

KO|191216100

Shares:3.4K

Value:$243.5K

% of Portfolio:0.1% ($243.5K/$434.7M)

464287762

Shares:3.9K

Value:$236.8K

% of Portfolio:0.1% ($236.8K/$434.7M)

78467V848

Shares:5.8K

Value:$234.1K

% of Portfolio:0.1% ($234.1K/$434.7M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$434.7M)

NVIDIA CORP

NVDA|67066G104

Shares:2.1K

Value:$228.1K

% of Portfolio:0.1% ($228.1K/$434.7M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:1.6K

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$434.7M)

AMAZON COM INC

AMZN|023135106

Shares:1.1K

Value:$215.4K

% of Portfolio:0.0% ($215.4K/$434.7M)

46432F388

Shares:2.0K

Value:$214.4K

% of Portfolio:0.0% ($214.4K/$434.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.4K

Value:$208.1K

% of Portfolio:0.0% ($208.1K/$434.7M)

46435U259

Shares:8.0K

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$434.7M)

Walmart Inc.

WMT|931142103

Shares:2.3K

Value:$203.3K

% of Portfolio:0.0% ($203.3K/$434.7M)

025072604

AVEM|025072604

Shares:399

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$434.7M)

BEST BUY CO INC

BBY|086516101

Shares:17

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$434.7M)

368537106

Shares:85.6K

Value:$0

% of Portfolio:0.0% ($0/$434.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	721	QoQ -27.61% (-275) YoY -27.39% (-272)	All Managers (Combined)	$264.2K	0.1% ($264.2K/$434.7M)	QoQ +68178.81% (-$263.9K) YoY +69254.06% (-$263.9K)
(cusip78464A698)✕	4.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$260.1K	0.1% ($260.1K/$434.7M)	QoQ +94126.81% (+$259.8K) YoY +112972.17% (+$259.8K)
(cusip922020755)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$249.8K	0.1% ($249.8K/$434.7M)	QoQ NEW(+$249.8K) YoY NEW(+$249.8K)
COCA COLA CO(KOcusip191216100)	3.4K	QoQ 0.00% (+0) YoY -10.52% (-400)	All Managers (Combined)	$243.5K	0.1% ($243.5K/$434.7M)	QoQ +114762.26% (+$243.3K) YoY +104860.34% (-$243.3K)
(cusip464287762)✕	3.9K	QoQ -37.67% (-2.4K) YoY -40.28% (-2.6K)	All Managers (Combined)	$236.8K	0.1% ($236.8K/$434.7M)	QoQ +65123.96% (-$236.4K) YoY +58650.12% (-$236.4K)
(cusip78467V848)✕	5.8K	QoQ 0.00% (+0) YoY -89.67% (-50.7K)	All Managers (Combined)	$234.1K	0.1% ($234.1K/$434.7M)	QoQ +101664.78% (+$233.8K) YoY +10247.43% (-$231.8K)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ 0.00% (+0) YoY +4.73% (+69)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$434.7M)	QoQ +98588.79% (+$228.7K) YoY +89687.45% (+$228.7K)
NVIDIA CORP(NVDAcusip67066G104)	2.1K	QoQ -4.31% (-95) YoY NEW(+2.1K)	All Managers (Combined)	$228.1K	0.1% ($228.1K/$434.7M)	QoQ +77235.59% (-$227.8K) YoY NEW(+$228.1K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	1.6K	QoQ 0.00% (+0) YoY NEW(+1.6K)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$434.7M)	QoQ +88926.74% (+$216.1K) YoY NEW(+$216.3K)
AMAZON COM INC(AMZNcusip023135106)	1.1K	QoQ -23.35% (-345) YoY -1.30% (-15)	All Managers (Combined)	$215.4K	0.0% ($215.4K/$434.7M)	QoQ +66373.45% (-$215.1K) YoY +103945.41% (-$215.2K)
(cusip46432F388)✕	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$214.4K	0.0% ($214.4K/$434.7M)	QoQ +101016.50% (+$214.2K) YoY +98233.48% (+$214.1K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$208.1K	0.0% ($208.1K/$434.7M)	QoQ NEW(+$208.1K) YoY NEW(+$208.1K)
(cusip46435U259)✕	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$434.7M)	QoQ +100135.29% (+$204.3K) YoY NEW(+$204.5K)
Walmart Inc.(WMTcusip931142103)	2.3K	QoQ -7.76% (-195) YoY NEW(+2.3K)	All Managers (Combined)	$203.3K	0.0% ($203.3K/$434.7M)	QoQ +89469.16% (-$203.1K) YoY NEW(+$203.3K)
(AVEMcusip025072604)	399	QoQ NEW(+399) YoY NEW(+399)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$434.7M)	QoQ NEW(+$24.0K) YoY NEW(+$24.0K)
BEST BUY CO INC(BBYcusip086516101)	17	QoQ NEW(+17) YoY NEW(+17)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$434.7M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
(cusip368537106)✕	85.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$434.7M)	QoQ -(+$0) YoY -(+$0)