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
VCIT
Vanguard Intermediate Term Cor

ETFs
102
New
$73.66 - $79.75 $7.51K - $8.13K
102 $7K
ZTS
Zoetis Inc.

Healthcare
320
New
$131.14 - $157.47 $42K - $50.4K
320 $46K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
709
New
$80.6 - $81.52 $57.1K - $57.8K
709 $57K
WMT
Walmart Inc.

Consumer Defensive
49
New
$128.56 - $153.48 $6.3K - $7.52K
49 $6K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
502
New
$102.93 - $117.14 $51.7K - $58.8K
502 $54K
SBAC
Sba Communications Corp

Real Estate
236
New
$242.1 - $301.48 $57.1K - $71.1K
236 $66K
AMD
Advanced Micro Devices Inc

Technology
15
New
$55.94 - $77.63 $839 - $1.16K
15 $0
CRM
Salesforce, Inc.

Technology
208
New
$128.21 - $165.27 $26.7K - $34.4K
208 $27K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
460
New
$41.94 - $47.81 $19.3K - $22K
460 $20K
NOC
Northrop Grumman Corp

Industrials
55
New
$464.19 - $549.01 $25.5K - $30.2K
55 $30K
VFC
V F Corp

Consumer Cyclical
2.72K
New
$25.17 - $34.34 $68.4K - $93.3K
2.72K $74K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.5K
New
$47.5 - $50.06 $831K - $876K
17.5K $866K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.57K
New
$54.31 - $60.76 $303K - $339K
5.57K $309K
TIP
Ishares Tr Tips Bd ETF

ETFs
844
New
$104.91 - $110.18 $88.5K - $93K
844 $89K
GOOGL
Alphabet Inc.

Communication Services
2.64K
New
$83.43 - $104.48 $220K - $276K
2.64K $233K
WOOD
Ishares Global Timber & Forest
200
New
N/A
200 $0
UNH
Unitedhealth Group Inc

Healthcare
410
New
$498.86 - $555.15 $205K - $228K
410 $217K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.94K
New
$46.71 - $48.22 $90.8K - $93.7K
1.94K $90K
MSFT
Microsoft Corp

Technology
6.16K
New
$214.25 - $257.22 $1.32M - $1.59M
6.16K $1.48M
VUG
Vanguard Growth ETF

ETFs
873
New
$208.44 - $233.81 $182K - $204K
873 $186K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.9K
New
$18.38 - $19.12 $256K - $266K
13.9K $263K
DIS
Walt Disney CO

Communication Services
749
New
$84.16 - $106.54 $63K - $79.8K
749 $65K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
798
New
$44.74 - $257.0 $35.7K - $205K
798 $193K
BND
Vanguard Bd Index Fd Inc Total

ETFs
147
New
$69.38 - $73.88 $10.2K - $10.9K
147 $10K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.2K
New
$93.63 - $99.69 $206K - $219K
2.2K $213K
SUB
Ishares Short Term National Mu

ETFs
760
New
$102.5 - $104.49 $77.9K - $79.4K
760 $79K
IEMG
Ishares Inc

ETFs
62.6K
New
$44.28 - $48.68 $2.77M - $3.05M
62.6K $2.92M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.5K
New
$27.31 - $32.98 $68.2K - $82.3K
2.5K $78K
VTV
Vanguard Value ETF

ETFs
6.99K
New
$124.69 - $146.24 $871K - $1.02M
6.99K $981K
ABBV
Abb Vie Inc.

Healthcare
113
New
$138.31 - $165.87 $15.6K - $18.7K
113 $18K
VB
Vanguard Small Cap ETF

ETFs
343
New
$172.82 - $196.57 $59.3K - $67.4K
343 $62K
IVV
Ishares Core S&P 500 ETF

ETFs
4.93K
New
$357.98 - $409.32 $1.77M - $2.02M
4.93K $1.89M
PM
Philip Morris International Inc.

Consumer Defensive
218
New
$84.0 - $104.29 $18.3K - $22.7K
218 $22K
VO
Vanguard Mid Cap ETF

ETFs
2.47K
New
$186.57 - $217.26 $461K - $537K
2.47K $504K
IEFA
Ishares Tr

ETFs
23.3K
New
$52.35 - $63.65 $1.22M - $1.48M
23.3K $1.44M
MUB
Ishares National Muni Bond ETF

ETFs
198K
New
$101.51 - $106.72 $20.1M - $21.1M
198K $20.9M
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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