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
ROST
Ross Stores, Inc.

Consumer Cyclical
261
New
$81.45 - $119.0 $21.3K - $31.1K
261 $30K
EBAY
Ebay Inc

Consumer Cyclical
200
New
$36.89 - $47.02 $7.38K - $9.4K
200 $8K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.77K
New
$61.05 - $69.94 $108K - $124K
1.77K $115K
BLK
Black Rock Inc.

Financial Services
10
New
$530.32 - $774.75 $5.3K - $7.75K
10 $7K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
495
New
$75.71 - $174.3 $37.5K - $86.3K
495 $80K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
171
New
$291.96 - $346.06 $49.9K - $59.2K
171 $56K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
28.3K
New
$25.46 - $25.87 $720K - $732K
28.3K $728K
PHYS
Sprott Physical Gold Trust

Financial Services
842
New
$12.56 - $14.1 $10.6K - $11.9K
842 $11K
NFLX
Netflix Inc

Communication Services
120
New
$214.29 - $320.41 $25.7K - $38.4K
120 $35K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.17K
New
$60.28 - $83.2 $70.5K - $97.3K
1.17K $87K
VHT
Vanguard Health Care ETF

ETFs
239
New
$224.15 - $255.96 $53.6K - $61.2K
239 $59K
INTC
Intel Corp

Technology
8.79K
New
$25.04 - $30.71 $220K - $270K
8.79K $232K
WRK
West Rock CO

Consumer Cyclical
1.48K
New
$31.35 - $38.02 $46.5K - $56.4K
1.48K $52K
CHD
Church & Dwight CO Inc

Consumer Defensive
725
New
$70.54 - $83.06 $51.1K - $60.2K
725 $58K
NI
Nisource Inc.

Utilities
3K
New
$24.15 - $28.08 $72.5K - $84.2K
3K $82K
BSM
Black Stone Minerals, L.P.

Energy
5.98K
New
$16.05 - $19.83 $96K - $119K
5.98K $100K
CMCSA
Comcast Corp

Communication Services
895
New
$28.68 - $36.71 $25.7K - $32.9K
895 $31K
MDLZ
Mondelez International, Inc.

Consumer Defensive
400
New
$55.26 - $68.31 $22.1K - $27.3K
400 $26K
MS
Morgan Stanley

Financial Services
845
New
$75.3 - $93.04 $63.6K - $78.6K
845 $71K
ICF
Ishares Tr

ETFs
387
New
$50.15 - $58.03 $19.4K - $22.5K
387 $21K
ETN
Eaton Corp PLC

Industrials
200
New
$134.31 - $166.52 $26.9K - $33.3K
200 $31K
OVV
Ovintiv Inc.

Energy
1K
New
$46.73 - $58.48 $46.7K - $58.5K
1K $50K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
117
New
$409.49 - $470.66 $47.9K - $55.1K
117 $51K
PH
Parker Hannifin Corp

Industrials
83
New
$252.26 - $311.06 $20.9K - $25.8K
83 $24K
IBM
International Business Machines Corp

Technology
30
New
$117.75 - $150.62 $3.53K - $4.52K
30 $4K
SHW
Sherwin Williams CO

Basic Materials
129
New
$201.22 - $258.79 $26K - $33.4K
129 $30K
SPGI
S&P Global Inc.

Financial Services
115
New
$286.62 - $362.67 $33K - $41.7K
115 $38K
DFS
Discover Financial Services

Financial Services
540
New
$90.8 - $108.78 $49K - $58.7K
540 $52K
RWX
Spdr Dow Jones International R

ETFs
1.92K
New
$23.16 - $27.7 $44.6K - $53.3K
1.92K $51K
XLG
Invesco Exchange Traded Fd Tr

ETFs
517
New
$26.66 - $298.01 $13.8K - $154K
517 $142K
TRGP
Targa Resources Corp.

Energy
247
New
$62.98 - $75.19 $15.6K - $18.6K
247 $18K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
720
New
$34.79 - $40.71 $25K - $29.3K
720 $28K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
28.7K
New
$25.26 - $25.42 $724K - $729K
28.7K $727K
SYK
Stryker Corp

Healthcare
85
New
$205.51 - $253.93 $17.5K - $21.6K
85 $20K
ROK
Rockwell Automation, Inc

Industrials
70
New
$223.88 - $273.53 $15.7K - $19.1K
70 $18K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
472
New
$80.75 - $88.73 $38.1K - $41.9K
472 $38K
NGVT
Ingevity Corp

Basic Materials
248
New
$61.2 - $78.95 $15.2K - $19.6K
248 $17K
IYW
Ishares Dj Us Tech ETF

ETFs
1.46K
New
$71.52 - $81.72 $105K - $120K
1.46K $109K
QDF
Flexshares Quality Dividend In

ETFs
429
New
$47.76 - $55.68 $20.5K - $23.9K
429 $22K
MO
Altria Group, Inc.

Consumer Defensive
520
New
$41.37 - $47.63 $21.5K - $24.8K
520 $23K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
350
New
$81.18 - $93.34 $28.4K - $32.7K
350 $30K
UPS
United Parcel Service Inc

Industrials
253
New
$159.14 - $190.36 $40.3K - $48.2K
253 $43K
MA
Mastercard Inc

Financial Services
32
New
$286.05 - $361.17 $9.15K - $11.6K
32 $11K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
306
New
$65.75 - $75.5 $20.1K - $23.1K
306 $22K
TXN
Texas Instruments Inc

Technology
216
New
$148.34 - $180.46 $32K - $39K
216 $35K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
350
New
$55.78 - $64.63 $19.5K - $22.6K
350 $21K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
117
New
$60.61 - $81.24 $7.09K - $9.51K
117 $9K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
213
New
$68.86 - $79.8 $14.7K - $17K
213 $15K
EHC
Encompass Health Corp

Healthcare
84
New
$47.0 - $59.82 $3.95K - $5.02K
84 $5K
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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