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
GE
General Electric CO

Industrials
70
New
$63.6 - $88.14 $4.45K - $6.17K
70 $5K
DOV
Dover Corp

Industrials
110
New
$119.1 - $143.43 $13.1K - $15.8K
110 $14K
PNC
Pnc Financial Services Group, Inc.

Financial Services
150
New
$146.0 - $168.12 $21.9K - $25.2K
150 $23K
IYT
Ishares Tr U.S. Transportation

ETFs
80
New
$49.46 - $233.43 $3.96K - $18.7K
80 $17K
F
Ford Motor CO

Consumer Cyclical
100
New
$10.95 - $14.5 $1.1K - $1.45K
100 $1K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.34K
New
$56.73 - $63.56 $75.8K - $84.9K
1.34K $78K
IWB
Ishares Tr Russell 1000 ETF

ETFs
81
New
$196.94 - $224.49 $16K - $18.2K
81 $17K
VDE
Vanguard Energy ETF

ETFs
50
New
$107.13 - $131.88 $5.36K - $6.59K
50 $6K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.8K
New
$20.86 - $20.99 $413K - $416K
19.8K $415K
PSLV
Sprott Physical Silver Trust

Financial Services
612
New
$6.36 - $8.28 $3.89K - $5.07K
612 $5K
ANSS
Ansys Inc

Technology
80
New
$200.33 - $259.61 $16K - $20.8K
80 $19K
NGG
National Grid PLC

Utilities
210
New
$47.88 - $63.17 $10.1K - $13.3K
210 $12K
STE
Steris PLC

Healthcare
90
New
$160.98 - $199.08 $14.5K - $17.9K
90 $16K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
70
New
$91.7 - $106.74 $6.42K - $7.47K
70 $7K
DUK
Duke Energy Corp

Utilities
144
New
$86.82 - $103.84 $12.5K - $15K
144 $14K
C
Citigroup Inc

Financial Services
370
New
$40.3 - $50.19 $14.9K - $18.6K
370 $16K
ADBE
Adobe Inc.

Technology
23
New
$281.52 - $345.96 $6.47K - $7.96K
23 $7K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
880
New
$40.02 - $45.17 $35.2K - $39.7K
880 $36K
TROW
Price T Rowe Group Inc

Financial Services
150
New
$97.8 - $133.34 $14.7K - $20K
150 $16K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
86
New
$21.59 - $24.95 $1.86K - $2.15K
86 $2K
MANU
Manchester United PLC

Communication Services
6
New
$12.35 - $23.33 $74.1 - $140
6 $0
XLU
Utilities Sector Spdr

ETFs
240
New
$61.52 - $72.67 $14.8K - $17.4K
240 $16K
SCHP
Schwab Strategic Us Tips ETF

ETFs
407
New
$51.47 - $53.83 $20.9K - $21.9K
407 $21K
PKI
Perkinelmer Inc

Healthcare
57
New
$119.0 - $147.98 $6.78K - $8.43K
57 $7K
RF
Regions Financial Corp

Financial Services
448
New
$19.52 - $23.41 $8.74K - $10.5K
448 $9K
VZ
Verizon Communications Inc

Communication Services
240
New
$35.35 - $39.81 $8.48K - $9.55K
240 $9K
VRSK
Verisk Analytics, Inc.

Industrials
170
New
$165.37 - $186.14 $28.1K - $31.6K
170 $29K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.58K
New
$17.68 - $20.46 $28K - $32.4K
1.58K $30K
PEG
Public Service Enterprise Group Inc

Utilities
83
New
$53.77 - $61.81 $4.46K - $5.13K
83 $5K
SRLN
Ssga Active Trust

ETFs
2.69K
New
$40.74 - $41.61 $110K - $112K
2.69K $110K
DG
Dollar General Corp

Consumer Defensive
109
New
$236.4 - $260.44 $25.8K - $28.4K
109 $26K
REZI
Resideo Technologies, Inc.

Industrials
15
New
$15.45 - $23.78 $232 - $357
15 $0
EZU
Ishares Inc Msci Eurozone ETF

ETFs
14
New
$31.86 - $40.99 $446 - $574
14 $0
GTX
Garrett Motion Inc.

Consumer Cyclical
9
New
$5.57 - $7.87 $50.1 - $70.8
9 $0
Travelers Companies Inc
80
New
N/A
80 $0
Verisign Inc
134
New
N/A
134 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
80
New
$221.24 - $261.02 $17.7K - $20.9K
80 $18K
UNP
Union Pacific Corp

Industrials
31
New
$186.45 - $218.02 $5.78K - $6.76K
31 $6K
IAU
Ishares Gold Trust

ETFs
5
New
$30.88 - $34.6 $154 - $173
5 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
New
$83.98 - $103.41 $84 - $103
1 $0
CSCO
Cisco Systems, Inc.

Technology
140
New
$39.58 - $49.97 $5.54K - $7K
140 $6K
Brookfield Asset Mgmt
1.68K
New
N/A
1.68K $0
KD
Kyndryl Holdings, Inc.

Technology
7
New
$8.13 - $11.73 $56.9 - $82.1
7 $0
CVS
Cvs Health Corp

Healthcare
160
New
$88.25 - $103.78 $14.1K - $16.6K
160 $14K
CM
Canadian Imperial Bank Of Commerce

Financial Services
170
New
$39.5 - $48.83 $6.72K - $8.3K
170 $6K
COST
Costco Wholesale Corp

Consumer Defensive
30
New
$452.99 - $539.25 $13.6K - $16.2K
30 $13K
MTW
Manitowoc CO Inc

Industrials
100
New
$7.84 - $10.32 $784 - $1.03K
100 $0
AMT
American Tower Corp

Real Estate
75
New
$185.4 - $223.6 $13.9K - $16.8K
75 $15K
HBAN
Huntington Bancshares Inc

Financial Services
354
New
$12.98 - $15.59 $4.59K - $5.52K
354 $4K
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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