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
KO
Coca Cola CO

Consumer Defensive
869
New
$54.39 - $64.37 $47.3K - $55.9K
869 $55K
ETR
Entergy Corp

Utilities
289
New
$99.97 - $118.39 $28.9K - $34.2K
289 $32K
RPV
Invesco Exchange Traded Fd Tr

ETFs
418
New
$71.49 - $83.11 $29.9K - $34.7K
418 $32K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9K
New
$38.62 - $43.71 $348K - $393K
9K $370K
NSC
Norfolk Southern Corp

Industrials
118
New
$204.87 - $258.37 $24.2K - $30.5K
118 $29K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.95K
New
$59.13 - $69.24 $292K - $342K
4.95K $326K
PGR
Progressive Corp

Financial Services
211
New
$115.89 - $132.48 $24.5K - $28K
211 $27K
MCD
Mcdonalds Corp

Consumer Cyclical
282
New
$233.19 - $277.79 $65.8K - $78.3K
282 $74K
ACWI
Ishares Msci Acwi ETF

ETFs
3.64K
New
$77.52 - $89.8 $282K - $327K
3.64K $308K
SBUX
Starbucks Corp

Consumer Cyclical
410
New
$83.76 - $105.05 $34.3K - $43.1K
410 $40K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.45K
New
$38.25 - $43.54 $93.6K - $106K
2.45K $99K
AMP
Ameriprise Financial Inc

Financial Services
70
New
$257.84 - $332.52 $18K - $23.3K
70 $21K
VNQ
Vanguard Specialized Funds Van

ETFs
8.71K
New
$76.14 - $88.09 $663K - $767K
8.71K $718K
FLO
Flowers Foods Inc

Consumer Defensive
711
New
$24.55 - $30.14 $17.5K - $21.4K
711 $20K
FDS
Factset Research Systems Inc

Financial Services
50
New
$394.56 - $472.05 $19.7K - $23.6K
50 $20K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
15.7K
New
$19.78 - $20.27 $311K - $318K
15.7K $316K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
721
New
$23.89 - $26.57 $17.2K - $19.2K
721 $17K
VXF
Vanguard Extended Market ETF

ETFs
133
New
$126.68 - $143.4 $16.8K - $19.1K
133 $17K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.86K
New
$165.84 - $193.83 $308K - $361K
1.86K $334K
AVGO
Broadcom Inc.

Technology
143
New
$427.1 - $574.44 $61.1K - $82.1K
143 $79K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.8K
New
$20.28 - $20.56 $402K - $407K
19.8K $405K
MPC
Marathon Petroleum Corp

Energy
568
New
$101.99 - $126.58 $57.9K - $71.9K
568 $66K
TMO
Thermo Fisher Scientific Inc.

Healthcare
336
New
$484.71 - $571.37 $163K - $192K
336 $185K
COP
Conocophillips

Energy
720
New
$109.97 - $135.25 $79.2K - $97.4K
720 $84K
NKE
Nike, Inc.

Consumer Cyclical
415
New
$85.4 - $117.56 $35.4K - $48.8K
415 $48K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
New
$35.32 - $40.67 $45.2K - $52.1K
1.28K $49K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.53K
New
$42.25 - $48.16 $191K - $218K
4.53K $204K
VBK
Vanguard Small Cap Growth ETF

ETFs
497
New
$192.0 - $216.09 $95.4K - $107K
497 $99K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.91K
New
$28.0 - $33.87 $81.6K - $98.7K
2.91K $93K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
26.9K
New
$25.83 - $26.5 $694K - $712K
26.9K $708K
XLI
Industrial Sector Spdr

ETFs
795
New
$84.74 - $102.33 $67.4K - $81.4K
795 $78K
DE
Deere & CO

Industrials
30
New
$344.05 - $445.7 $10.3K - $13.4K
30 $12K
KLAC
Kla Corp

Technology
150
New
$263.22 - $409.03 $39.5K - $61.4K
150 $56K
TDG
Trans Digm Group Inc

Industrials
107
New
$514.28 - $640.02 $55K - $68.5K
107 $67K
VBR
Vanguard Small Cap Value ETF

ETFs
134
New
$147.25 - $169.54 $19.7K - $22.7K
134 $21K
ITW
Illinois Tool Works Inc

Industrials
50
New
$186.03 - $228.97 $9.3K - $11.4K
50 $11K
CVX
Chevron Corp

Energy
338
New
$151.73 - $188.05 $51.3K - $63.6K
338 $60K
GNR
Spdr S&P Global Natural Resour

ETFs
1.55K
New
$50.75 - $60.58 $78.9K - $94.1K
1.55K $88K
GPC
Genuine Parts CO

Consumer Cyclical
65
New
$152.91 - $187.31 $9.94K - $12.2K
65 $11K
ISRG
Intuitive Surgical Inc

Healthcare
141
New
$183.06 - $281.74 $25.8K - $39.7K
141 $37K
IYY
Ishares Tr

ETFs
1.76K
New
$87.49 - $99.71 $154K - $175K
1.76K $164K
PYPL
Pay Pal Holdings, Inc.

Financial Services
405
New
$67.55 - $94.42 $27.4K - $38.2K
405 $28K
CPRT
Copart Inc

Consumer Cyclical
1.44K
New
$55.67 - $116.36 $80.4K - $168K
1.44K $87K
HCA
Hca Healthcare, Inc.

Healthcare
200
New
$193.26 - $244.85 $38.7K - $49K
200 $47K
JPM
Jpmorgan Chase & CO

Financial Services
327
New
$101.96 - $137.84 $33.3K - $45.1K
327 $43K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.82K
New
$62.09 - $71.89 $113K - $131K
1.82K $122K
TDY
Teledyne Technologies Inc

Technology
157
New
$331.1 - $427.22 $52K - $67.1K
157 $62K
HON
Honeywell International Inc

Industrials
213
New
$171.41 - $220.05 $36.5K - $46.9K
213 $45K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.8K
New
$26.29 - $30.5 $73.5K - $85.3K
2.8K $79K
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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