Capital Directions Investment Advisors, LLC New Holdings in Q4 2022

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
221K
New
$55.71 - $67.79 $12.3M - $15M
221K $14.5M
IWM
Ishares Russell 2000 ETF

ETFs
144K
New
$166.81 - $188.05 $24.1M - $27.1M
144K $25.1M
IWV
Ishares Russell 3000 ETF

ETFs
65.1K
New
$206.89 - $235.47 $13.5M - $15.3M
65.1K $14.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
303K
New
$63.9 - $72.95 $19.4M - $22.1M
303K $20.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
309K
New
$68.91 - $78.35 $21.3M - $24.2M
309K $22.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
126K
New
$44.03 - $52.21 $5.55M - $6.58M
126K $6.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
25.7K
New
$207.03 - $232.89 $5.32M - $5.99M
25.7K $5.51M
SPYG
Spdr Portfolio

ETFs
1.21M
New
$49.14 - $55.07 $59.6M - $66.8M
1.21M $61.5M
IWN
Ishares Russell2000 Val ETF

ETFs
83.6K
New
$131.32 - $149.64 $11M - $12.5M
83.6K $11.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
38.1K
New
$136.78 - $158.99 $5.22M - $6.06M
38.1K $5.78M
VTI
Vanguard Total Stock Market Et

ETFs
38.6K
New
$179.3 - $204.18 $6.93M - $7.89M
38.6K $7.39M
BRO
Brown & Brown, Inc.

Financial Services
12.8K
New
$55.05 - $63.71 $702K - $812K
12.8K $726K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
21.3K
New
$205.84 - $231.03 $4.39M - $4.93M
21.3K $4.58M
IWP
Ishares Russell Mid Cap Growth

ETFs
22.4K
New
$77.4 - $89.88 $1.74M - $2.02M
22.4K $1.88M
VNQI
Vanguard Global Ex U.S. Real

ETFs
43.2K
New
$36.66 - $43.12 $1.58M - $1.86M
43.2K $1.79M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.12K
New
$45.97 - $47.2 $189K - $194K
4.12K $193K
EEM
Ishares Msci Emerging Markets

ETFs
67.5K
New
$33.93 - $39.54 $2.29M - $2.67M
67.5K $2.56M
HD
Home Depot, Inc.

Consumer Cyclical
2.68K
New
$269.46 - $333.38 $721K - $892K
2.68K $845K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
596
New
$327.64 - $374.54 $195K - $223K
596 $209K
SPY
Spdr S&P 500 ETF Trust

ETFs
4.28K
New
$357.63 - $407.42 $1.53M - $1.74M
4.28K $1.64M
V
Visa Inc.

Financial Services
3.47K
New
$179.14 - $217.69 $622K - $756K
3.47K $721K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.85K
New
$57.14 - $59.67 $106K - $111K
1.85K $108K
IVE
Ishares S&P 500 Value ETF

ETFs
6.51K
New
$129.68 - $151.79 $845K - $989K
6.51K $944K
CUZ
Cousins Properties Inc

Real Estate
4.21K
New
$22.12 - $26.38 $93.2K - $111K
4.21K $106K
TMUS
T Mobile Us, Inc.

Communication Services
752
New
$131.52 - $152.41 $98.9K - $115K
752 $105K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.5K
New
$105.23 - $105.6 $263K - $264K
2.5K $263K
IWS
Ishares Russell Midcap Value E

ETFs
5.65K
New
$96.57 - $111.69 $546K - $631K
5.65K $595K
PFG
Principal Financial Group Inc

Financial Services
947
New
$75.39 - $95.0 $71.4K - $90K
947 $79K
RWR
Spdr Dow Jones Reit ETF

ETFs
8.23K
New
$80.65 - $93.02 $664K - $766K
8.23K $717K
XOM
Exxon Mobil Corp

Energy
3.3K
New
$91.92 - $114.2 $304K - $377K
3.3K $364K
VEA
Vanguard Ftse Developed Market

ETFs
3.81K
New
$36.19 - $43.78 $138K - $167K
3.81K $159K
BNDX
Vanguard Total International B

ETFs
1.54K
New
$46.98 - $49.45 $72.1K - $75.9K
1.54K $72K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.37K
New
$112.65 - $131.57 $605K - $707K
5.37K $671K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.1K
New
$89.09 - $102.13 $98.2K - $113K
1.1K $104K
CAT
Caterpillar Inc

Industrials
928
New
$171.23 - $243.14 $159K - $226K
928 $222K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
New
$74.07 - $75.87 $76.1K - $77.9K
1.03K $77K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.74K
New
$73.35 - $75.8 $421K - $435K
5.74K $431K
LLY
Eli Lilly & CO

Healthcare
754
New
$321.55 - $374.67 $242K - $283K
754 $275K
JNJ
Johnson & Johnson

Healthcare
4.96K
New
$160.2 - $179.79 $794K - $892K
4.96K $876K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.31K
New
$79.44 - $90.48 $342K - $390K
4.31K $365K
SO
Southern CO

Utilities
877
New
$63.44 - $72.26 $55.6K - $63.4K
877 $62K
DHS
Wisdomtree Tr U.S

ETFs
4K
New
$77.6 - $89.39 $310K - $358K
4K $344K
PEP
Pepsico Inc

Consumer Defensive
396
New
$161.61 - $185.9 $64K - $73.6K
396 $71K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.68K
New
$25.66 - $30.49 $68.8K - $81.8K
2.68K $78K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
812
New
$43.58 - $46.9 $35.4K - $38.1K
812 $36K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
498
New
$66.85 - $78.06 $33.3K - $38.9K
498 $36K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
474
New
$71.64 - $76.32 $34K - $36.2K
474 $35K
PFE
Pfizer Inc

Healthcare
694
New
$41.75 - $54.5 $29K - $37.8K
694 $35K
HSY
Hershey CO

Consumer Defensive
148
New
$217.31 - $241.3 $32.2K - $35.7K
148 $34K
Activity Summary
Buys All Purchases 237 New Holdings 237 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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