Capital Directions Investment Advisory
Latest statistics and disclosures from Capital Directions Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, IWM, SLYG, MUB, IJK, and represent 56.19% of Capital Directions Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGIT, CUZ, TMUS, PFG, BNDX, BN, VMBS, BLV, PFE, BIV.
- Started 32 new stock positions in ETR, F, VXF, BLV, PFG, HSY, VGIT, FDS, CUZ, IBM.
- Reduced shares in these 10 stocks: TFI, , Brookfield Asset Management, Ishares Tr ibonds dec 22, TRV, SCHR, Bscm etf, IEI, , CSX.
- Sold out of its positions in Brookfield Asset Management, CSX, Bscm etf, IEI, GOVT, Ishares Tr ibonds dec 22, TFI, SCHR, TRV, VRSN.
- Capital Directions Investment Advisors was a net buyer of stock by $1.0M.
- Capital Directions Investment Advisors has $268M in assets under management (AUM).
- Central Index Key (CIK): 0001427684
Tip: Access up to 7 years of quarterly data
Positions held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Capital Directions Investment Advisors
Capital Directions Investment Advisors holds 237 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 22.9 | $62M | 1.2M | 50.67 |
|
|
| iShares Russell 2000 Index (IWM) | 9.4 | $25M | 144k | 174.36 |
|
|
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 8.3 | $22M | 309k | 72.24 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 7.8 | $21M | 198k | 105.52 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 7.7 | $21M | 303k | 68.30 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 5.4 | $15M | 221k | 65.64 |
|
|
| iShares Russell 3000 Index (IWV) | 5.4 | $14M | 65k | 220.68 |
|
|
| iShares Russell 2000 Value Index (IWN) | 4.3 | $12M | 84k | 138.67 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 2.8 | $7.4M | 39k | 191.19 |
|
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.4 | $6.3M | 126k | 50.14 |
|
|
| iShares Russell 1000 Value Index (IWD) | 2.2 | $5.8M | 38k | 151.65 |
|
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 2.1 | $5.5M | 98k | 56.48 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 2.1 | $5.5M | 26k | 214.24 |
|
|
| iShares Russell 2000 Growth Index (IWO) | 1.7 | $4.6M | 21k | 214.52 |
|
|
| Ishares Inc core msci emkt (IEMG) | 1.1 | $2.9M | 63k | 46.70 |
|
|
| iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $2.6M | 68k | 37.90 |
|
|
| iShares S&P 500 Index (IVV) | 0.7 | $1.9M | 4.9k | 384.17 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.7 | $1.9M | 22k | 83.60 |
|
|
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.7 | $1.8M | 43k | 41.34 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.6 | $1.6M | 4.3k | 382.42 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $1.5M | 6.2k | 239.82 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $1.4M | 23k | 61.64 |
|
|
| Vanguard Value ETF (VTV) | 0.4 | $981k | 7.0k | 140.37 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.4 | $945k | 6.5k | 145.07 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $876k | 5.0k | 176.65 |
|
|
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.3 | $866k | 18k | 49.49 |
|
|
| Home Depot (HD) | 0.3 | $846k | 2.7k | 315.86 |
|
|
| Ishares Tr ibonds dec (IBMM) | 0.3 | $728k | 28k | 25.75 |
|
|
| Ishares Tr Ibonds Dec2023 etf | 0.3 | $727k | 29k | 25.35 |
|
|
| Brown & Brown (BRO) | 0.3 | $726k | 13k | 56.97 |
|
|
| Visa (V) | 0.3 | $722k | 3.5k | 207.76 |
|
|
| Vanguard REIT ETF (VNQ) | 0.3 | $718k | 8.7k | 82.48 |
|
|
| SPDR DJ Wilshire REIT (RWR) | 0.3 | $717k | 8.2k | 87.15 |
|
|
| Ishares Tr ibonds dec 25 (IBMN) | 0.3 | $708k | 27k | 26.37 |
|
|
| SPDR S&P Dividend (SDY) | 0.3 | $672k | 5.4k | 125.11 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.2 | $596k | 5.7k | 105.34 |
|
|
| Vanguard Mid-Cap ETF (VO) | 0.2 | $504k | 2.5k | 203.81 |
|
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $432k | 5.7k | 75.19 |
|
|
| Guggenheim Bulletshrs 2023 Corp Bd Etf | 0.2 | $416k | 20k | 20.98 |
|
|
| Bsco etf (BSCO) | 0.2 | $406k | 20k | 20.49 |
|
|
| WisdomTree MidCap Dividend Fund (DON) | 0.1 | $370k | 9.0k | 41.14 |
|
|
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $366k | 4.3k | 84.80 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $364k | 3.3k | 110.30 |
|
|
| WisdomTree Equity Income Fund (DHS) | 0.1 | $344k | 4.0k | 86.06 |
|
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $334k | 1.9k | 179.76 |
|
|
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $327k | 4.9k | 66.02 |
|
|
| Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.1 | $316k | 16k | 20.14 |
|
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $310k | 5.6k | 55.56 |
|
|
| iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $309k | 3.6k | 84.88 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $289k | 3.3k | 88.73 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $276k | 754.00 | 365.84 |
|
|
| Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.1 | $264k | 14k | 18.93 |
|
|
| Invesco Exchng Traded Fd Tr treas colaterl (TBLL) | 0.1 | $264k | 2.5k | 105.34 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $233k | 2.6k | 88.23 |
|
|
| Intel Corporation (INTC) | 0.1 | $232k | 8.8k | 26.43 |
|
|
| Caterpillar (CAT) | 0.1 | $222k | 928.00 | 239.56 |
|
|
| UnitedHealth (UNH) | 0.1 | $217k | 410.00 | 530.18 |
|
|
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $213k | 2.2k | 96.99 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $209k | 596.00 | 351.34 |
|
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $204k | 4.5k | 45.15 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $204k | 1.3k | 151.85 |
|
|
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $194k | 4.1k | 46.98 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $193k | 798.00 | 241.89 |
|
|
| Vanguard Growth ETF (VUG) | 0.1 | $186k | 873.00 | 213.11 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $185k | 336.00 | 550.69 |
|
|
| iShares Dow Jones U.S. Index Fund (IYY) | 0.1 | $164k | 1.8k | 93.45 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $160k | 3.8k | 41.97 |
|
|
| Invesco S&p 500 Top 50 Etf (XLG) | 0.1 | $143k | 517.00 | 275.98 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $123k | 1.8k | 67.45 |
|
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $116k | 1.8k | 65.61 |
|
|
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $110k | 2.7k | 40.90 |
|
|
| iShares Dow Jones US Technology (IYW) | 0.0 | $109k | 1.5k | 74.49 |
|
|
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $108k | NEW | 1.9k | 58.48 |
|
| Cousins Properties (CUZ) | 0.0 | $107k | NEW | 4.2k | 25.29 |
|
| Metropcs Communications (TMUS) | 0.0 | $105k | NEW | 752.00 | 140.00 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $104k | 1.1k | 94.64 |
|
|
| Black Stone Minerals (BSM) | 0.0 | $101k | 6.0k | 16.87 |
|
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $100k | 497.00 | 200.54 |
|
|
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $99k | 2.4k | 40.51 |
|
|
| Schwab International Equity ETF (SCHF) | 0.0 | $94k | 2.9k | 32.21 |
|
|
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $91k | 1.9k | 46.71 |
|
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $90k | 844.00 | 106.44 |
|
|
| Spdr Index Shs Fds s^p global nat res (GNR) | 0.0 | $89k | 1.6k | 57.03 |
|
|
| Copart (CPRT) | 0.0 | $88k | 1.4k | 60.89 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $87k | 1.2k | 74.49 |
|
|
| ConocoPhillips (COP) | 0.0 | $85k | 720.00 | 118.00 |
|
|
| NiSource (NI) | 0.0 | $82k | 3.0k | 27.42 |
|
|
| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $81k | 495.00 | 163.54 |
|
|
| Broadcom (AVGO) | 0.0 | $80k | 143.00 | 559.13 |
|
|
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $80k | 2.8k | 28.44 |
|
|
| Principal Financial (PFG) | 0.0 | $80k | NEW | 947.00 | 83.92 |
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $79k | 760.00 | 104.27 |
|
|
| SPDR S&P International Small Cap (GWX) | 0.0 | $79k | 2.7k | 29.41 |
|
|
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.0 | $79k | 2.5k | 31.47 |
|
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $78k | 1.3k | 58.50 |
|
|
| Industrial SPDR (XLI) | 0.0 | $78k | 795.00 | 98.21 |
|
|
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $77k | 1.0k | 75.28 |
|
|
| V.F. Corporation (VFC) | 0.0 | $75k | 2.7k | 27.61 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $74k | 282.00 | 263.53 |
|
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $73k | 800.00 | 91.31 |
|
|
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $73k | NEW | 1.5k | 47.43 |
|
| Morgan Stanley (MS) | 0.0 | $72k | 845.00 | 85.02 |
|
|
| Pepsi (PEP) | 0.0 | $72k | 396.00 | 180.66 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $67k | 107.00 | 629.65 |
|
|
| Sba Communications Corp (SBAC) | 0.0 | $66k | 236.00 | 280.31 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $66k | 568.00 | 116.39 |
|
|
| Walt Disney Company (DIS) | 0.0 | $65k | 749.00 | 86.88 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $63k | 343.00 | 183.54 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $63k | 157.00 | 399.91 |
|
|
| Southern Company (SO) | 0.0 | $63k | 877.00 | 71.41 |
|
|
| Chevron Corporation (CVX) | 0.0 | $61k | 338.00 | 179.49 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $59k | 239.00 | 248.05 |
|
|
| Church & Dwight (CHD) | 0.0 | $58k | 725.00 | 80.61 |
|
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $58k | 709.00 | 81.17 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $57k | 171.00 | 331.33 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $57k | 150.00 | 377.03 |
|
|
| Coca-Cola Company (KO) | 0.0 | $55k | 869.00 | 63.61 |
|
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $54k | 502.00 | 108.07 |
|
|
| Discover Financial Services (DFS) | 0.0 | $53k | 540.00 | 97.83 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $53k | NEW | 1.7k | 31.46 |
|
| Westrock (WRK) | 0.0 | $52k | 1.5k | 35.16 |
|
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $52k | 117.00 | 442.79 |
|
|
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $52k | 1.9k | 26.77 |
|
|
| Encana Corporation (OVV) | 0.0 | $51k | 1.0k | 50.71 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $50k | 1.3k | 38.98 |
|
|
| Nike (NKE) | 0.0 | $49k | 415.00 | 117.01 |
|
|
| Hca Holdings (HCA) | 0.0 | $48k | 200.00 | 239.96 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $47k | 320.00 | 146.55 |
|
|
| Honeywell International (HON) | 0.0 | $46k | 213.00 | 214.30 |
|
|
| United Parcel Service (UPS) | 0.0 | $44k | 253.00 | 173.84 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $44k | 327.00 | 134.10 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $41k | 410.00 | 99.20 |
|
|
| SPDR DJ Wilshire Small Cap | 0.0 | $39k | 472.00 | 82.21 |
|
|
| S&p Global (SPGI) | 0.0 | $39k | 115.00 | 334.94 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $37k | 141.00 | 265.35 |
|
|
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $37k | NEW | 812.00 | 45.52 |
|
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $36k | NEW | 498.00 | 72.44 |
|
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 0.0 | $36k | 880.00 | 40.97 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $36k | 216.00 | 165.22 |
|
|
| Pfizer (PFE) | 0.0 | $36k | NEW | 694.00 | 51.24 |
|
| Netflix (NFLX) | 0.0 | $35k | 120.00 | 294.88 |
|
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $35k | NEW | 474.00 | 74.32 |
|
| Hershey Company (HSY) | 0.0 | $34k | NEW | 148.00 | 231.57 |
|
| Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 0.0 | $33k | NEW | 418.00 | 77.98 |
|
| Entergy Corporation (ETR) | 0.0 | $33k | NEW | 289.00 | 112.50 |
|
| Eaton (ETN) | 0.0 | $31k | 200.00 | 156.95 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $31k | 895.00 | 34.97 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $31k | 129.00 | 237.33 |
|
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $31k | 1.6k | 19.29 |
|
|
| Ross Stores (ROST) | 0.0 | $30k | 261.00 | 116.07 |
|
|
| Vaneck Vectors Agribusiness alt (MOO) | 0.0 | $30k | 350.00 | 85.84 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $30k | 55.00 | 545.62 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $30k | 170.00 | 176.42 |
|
|
| Norfolk Southern (NSC) | 0.0 | $29k | NEW | 118.00 | 246.42 |
|
| Paypal Holdings (PYPL) | 0.0 | $29k | 405.00 | 71.22 |
|
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $28k | 720.00 | 38.89 |
|
|
| salesforce (CRM) | 0.0 | $28k | 208.00 | 132.59 |
|
|
| Verisign Inc cs | 0.0 | $28k | NEW | 134.00 | 205.44 |
|
| Progressive Corporation (PGR) | 0.0 | $27k | NEW | 211.00 | 129.71 |
|
| Dollar General (DG) | 0.0 | $27k | 109.00 | 246.25 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $27k | 400.00 | 66.65 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $24k | 83.00 | 291.00 |
|
|
| Altria (MO) | 0.0 | $24k | 520.00 | 45.71 |
|
|
| PNC Financial Services (PNC) | 0.0 | $24k | 150.00 | 157.94 |
|
|
| Lowe's Companies (LOW) | 0.0 | $23k | 114.00 | 199.24 |
|
|
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $23k | 429.00 | 52.60 |
|
|
| Philip Morris International (PM) | 0.0 | $22k | 218.00 | 101.21 |
|
|
| Ishares Tr usa min vo (USMV) | 0.0 | $22k | 306.00 | 72.10 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $22k | NEW | 70.00 | 311.37 |
|
| WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $22k | 350.00 | 61.95 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $21k | 134.00 | 158.80 |
|
|
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $21k | 387.00 | 54.85 |
|
|
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $21k | 407.00 | 51.79 |
|
|
| Stryker Corporation (SYK) | 0.0 | $21k | 85.00 | 244.49 |
|
|
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $21k | 460.00 | 44.81 |
|
|
| Flowers Foods (FLO) | 0.0 | $20k | NEW | 711.00 | 28.74 |
|
| FactSet Research Systems (FDS) | 0.0 | $20k | NEW | 50.00 | 401.20 |
|
| Ansys (ANSS) | 0.0 | $19k | 80.00 | 241.59 |
|
|
| Constellation Brands (STZ) | 0.0 | $19k | 80.00 | 231.75 |
|
|
| Abbvie (ABBV) | 0.0 | $18k | 113.00 | 161.61 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $18k | 247.00 | 73.50 |
|
|
| Rockwell Automation (ROK) | 0.0 | $18k | 70.00 | 257.57 |
|
|
| Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.0 | $18k | NEW | 721.00 | 24.65 |
|
| Vanguard Extended Market ETF (VXF) | 0.0 | $18k | NEW | 133.00 | 132.86 |
|
| Ingevity (NGVT) | 0.0 | $18k | 248.00 | 70.44 |
|
|
| iShares Dow Jones Transport. Avg. (IYT) | 0.0 | $17k | 80.00 | 213.55 |
|
|
| iShares Russell 1000 Index (IWB) | 0.0 | $17k | 81.00 | 210.52 |
|
|
| Utilities SPDR (XLU) | 0.0 | $17k | 240.00 | 70.50 |
|
|
| Citigroup (C) | 0.0 | $17k | 370.00 | 45.23 |
|
|
| Steris Plc Ord equities (STE) | 0.0 | $17k | 90.00 | 184.69 |
|
|
| T. Rowe Price (TROW) | 0.0 | $16k | 150.00 | 109.06 |
|
|
| American Tower Reit (AMT) | 0.0 | $16k | 75.00 | 211.87 |
|
|
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $16k | 213.00 | 74.22 |
|
|
| Travelers Companies | 0.0 | $15k | NEW | 80.00 | 187.49 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $15k | 160.00 | 93.19 |
|
|
| Dover Corporation (DOV) | 0.0 | $15k | 110.00 | 135.41 |
|
|
| Duke Energy (DUK) | 0.0 | $15k | 144.00 | 102.99 |
|
|
| Ishares Tr s^p gtfidx etf (WOOD) | 0.0 | $15k | 200.00 | 72.75 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $14k | 30.00 | 456.50 |
|
|
| Deere & Company (DE) | 0.0 | $13k | NEW | 30.00 | 428.77 |
|
| National Grid (NGG) | 0.0 | $13k | 210.00 | 60.32 |
|
|
| Sprott Physical Gold Trust (PHYS) | 0.0 | $12k | 842.00 | 14.10 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $11k | NEW | 65.00 | 173.51 |
|
| MasterCard Incorporated (MA) | 0.0 | $11k | 32.00 | 347.72 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $11k | NEW | 50.00 | 220.30 |
|
| Vanguard Total Bond Market ETF (BND) | 0.0 | $11k | 147.00 | 72.07 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $9.7k | 448.00 | 21.56 |
|
|
| Verizon Communications (VZ) | 0.0 | $9.5k | 240.00 | 39.40 |
|
|
| SPDR S&P China (GXC) | 0.0 | $9.2k | 117.00 | 78.36 |
|
|
| eBay (EBAY) | 0.0 | $8.3k | NEW | 200.00 | 41.47 |
|
| PerkinElmer (RVTY) | 0.0 | $8.0k | 57.00 | 140.23 |
|
|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $7.9k | 102.00 | 77.51 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.7k | 23.00 | 336.52 |
|
|
| BlackRock (BLK) | 0.0 | $7.1k | NEW | 10.00 | 708.60 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $7.1k | 70.00 | 100.80 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $6.9k | 49.00 | 141.80 |
|
|
| Cibc Cad (CM) | 0.0 | $6.9k | 170.00 | 40.45 |
|
|
| Cisco Systems (CSCO) | 0.0 | $6.7k | 140.00 | 47.64 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $6.4k | 31.00 | 207.06 |
|
|
| Vanguard Energy ETF (VDE) | 0.0 | $6.1k | 50.00 | 121.28 |
|
|
| General Electric (GE) | 0.0 | $5.9k | 70.00 | 83.79 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $5.1k | 83.00 | 61.27 |
|
|
| Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $5.0k | 612.00 | 8.24 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $5.0k | 84.00 | 59.81 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $5.0k | 354.00 | 14.10 |
|
|
| International Business Machines (IBM) | 0.0 | $4.2k | NEW | 30.00 | 140.90 |
|
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $2.0k | 86.00 | 23.67 |
|
|
| Ford Motor Company (F) | 0.0 | $1.2k | NEW | 100.00 | 11.63 |
|
| Advanced Micro Devices (AMD) | 0.0 | $972.000000 | 15.00 | 64.80 |
|
|
| Manitowoc Co Inc/the (MTW) | 0.0 | $916.000000 | 100.00 | 9.16 |
|
|
| iShares MSCI EMU Index (EZU) | 0.0 | $553.000000 | NEW | 14.00 | 39.50 |
|
| Resideo Technologies (REZI) | 0.0 | $247.000500 | 15.00 | 16.47 |
|
|
| iShares Gold Trust (IAU) | 0.0 | $173.000000 | NEW | 5.00 | 34.60 |
|
| Manchester Utd Plc New Ord Cl (MANU) | 0.0 | $139.999800 | NEW | 6.00 | 23.33 |
|
| Wabtec Corporation (WAB) | 0.0 | $100.000000 | 1.00 | 100.00 |
|
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $78.000300 | 7.00 | 11.14 |
|
|
| Garrett Motion (GTX) | 0.0 | $69.000300 | 9.00 | 7.67 |
|
Past Filings by Capital Directions Investment Advisors
SEC 13F filings are viewable for Capital Directions Investment Advisors going back to 2011
- Capital Directions Investment Advisors 2022 Q4 filed Feb. 1, 2023
- Capital Directions Investment Advisors 2022 Q3 filed Nov. 2, 2022
- Capital Directions Investment Advisors 2022 Q2 filed July 26, 2022
- Capital Directions Investment Advisors 2022 Q1 filed May 16, 2022
- Capital Directions Investment Advisors 2021 Q4 filed Feb. 22, 2022
- Capital Directions Investment Advisors 2021 Q3 filed Nov. 8, 2021
- Capital Directions Investment Advisors 2021 Q2 filed Aug. 13, 2021
- Capital Directions Investment Advisors 2021 Q1 filed May 17, 2021
- Capital Directions Investment Advisors 2020 Q4 restated filed Feb. 16, 2021
- Capital Directions Investment Advisors 2020 Q4 filed Feb. 10, 2021
- Capital Directions Investment Advisors 2020 Q3 filed Nov. 12, 2020
- Capital Directions Investment Advisors 2020 Q2 filed Aug. 13, 2020
- Capital Directions Investment Advisors 2020 Q1 filed May 11, 2020
- Capital Directions Investment Advisors 2019 Q4 filed Feb. 5, 2020
- Capital Directions Investment Advisors 2019 Q3 filed Nov. 14, 2019
- Capital Directions Investment Advisors 2019 Q2 filed Aug. 14, 2019