Investment Advisors' 13F Holdings Reveal Significant Portfolio Adjustments

Eldridge Investment Advisors, Inc. has recently updated their portfolio holdings, revealing major shifts in their investment strategy as they compare their Q3 2022 vs Q4 2022 13F holdings. The changes made have resulted in both gainers and losers in terms of value and number of shares. In this blog post, we'll dive into the details of their holdings and explore the insights behind their modified portfolio.

Introduction

Eldridge Investment Advisors, Inc. is a global asset management firm that provides investment solutions to a diverse group of clients, ranging from high net worth individuals to institutional investors. They manage assets in sectors such as equities, fixed income, and alternatives. Their investment approach is based on long-term value creation, and they strive to deliver superior risk-adjusted returns to their clients.

Main Body

Examining the data from the 13F holdings comparison, we can see that Eldridge Investment Advisors made significant changes in their holdings, some of which have led to considerable losses, while others resulted in substantial gains. The most notable increase in value was in the Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket (GBIL), which experienced a massive 54.2% increase in value, raising from $9,084,000 to $14,003,000.

Another significant increase was in the Dimensional World Ex U S Core Equity 2 Etf (DFAX), which went up by 51.9%, or from 4,228,000 to 6,423,000. The Ishares Core MSCI Total Intl Stock Etf (IXUS) also saw a substantial increase of 129.5%, raising from $1,845,000 to $4,234,000, while the Ishares Ibonds Dec 2023 Term Treasury Etf (IBTD) went up by 118.7%, from $1,487,000 to $3,252,000.

On the other hand, the First Trust Exchange Traded Fd III Managed Mun Etf (FMB) experienced the largest decrease, falling 29.5%, or from $6,569,000 to $4,631,000. The Wisdomtree Floating Rate Treasury Fund New Etf (USFR) saw a significant decrease of 44.8%, from $6,059,000 to $3,347,000, followed by the Spdr Portfolio S&p 500 Etf (SPY), which went down by 7.1%, from $1,870,000 to $2,002,000.

Conclusion

Eldridge Investment Advisors, Inc. made significant adjustments to their portfolio by increasing positions in some holdings and reducing or exiting others. The changes they made signal their investment strategy and risk appetite in the current market. Their decision to increase positions in treasury funds such as Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket (GBIL) and Wisdomtree Floating Rate Treasury Fund New Etf (USFR) suggests their focus on bonds with lower risk and volatility.

Moreover, the increase in international equities such as the Ishares Core MSCI Total Intl Stock Etf (IXUS) indicates that they expect better returns from the global market. The decrease in holdings of the Spdr Portfolio S&p 500 Etf (SPY) suggests that they may consider United States equities overvalued and may be looking for other investment opportunities outside the country.

Overall, these changes in holdings indicate Eldridge Investment Advisors, Inc.'s confidence in making strategic investment decisions based on their analysis of the market and the potential risks and returns.