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  Name: CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC
  City: ATLANTA
  State: GA
  Zip: 30350
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $267,964,000
  Total Value Change : $-33,225,000
  Securities Held Change : -14
   
All Securities Held : 237
  New Positions : 23
  Closed Positions : 37
  Increased Positions : 37
  Unchanged Positions : 102
  Decreased Positions : 75

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Holdings Found : 22     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 47 New $20.46 $316,000 15,708 0.12% 316,000 15,708 0.005    N/A
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 66 New $127.82 $164,000 1,756 0.06% 164,000 1,756 0.023    Closed - End Fund - E...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 73 New $57.83 $108,000 1,852 0.04% 108,000 1,852 0    Closed - End Fund - Debt
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 75 New $162.41 $105,000 752 0.04% 105,000 752 0    Wireless Communications
   (BN)1 Year Chart         BN BROOKFIELD Corp 120 New $44.65 $53,000 1,677 0.02% 53,000 1,677 0    N/A
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 137 New $69.87 $36,000 498 0.01% 36,000 498 0.002    Closed - End Fund - Debt
   (HSY)1 Year Chart         HSY Hershey Foods Corp 143 New $208.89 $34,000 148 0.01% 34,000 148 0    Confectioners
   (RPV)1 Year Chart         RPV Invesco S&P 500 Pure Value ETF 144 New $86.58 $33,000 418 0.01% 33,000 418 0.001    Closed - End Fund - E...
   (ETR)1 Year Chart         ETR Entergy Corp 145 New $111.30 $33,000 289 0.01% 33,000 289 0    Electric Utilities
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 154 New $249.65 $29,000 118 0.01% 29,000 118 0    Railroads
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 167 New $435.33 $22,000 70 0.01% 22,000 70 0    Asset Management
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 171 New $0.00 $21,000 387 0.01% 21,000 387 0    Closed - End Fund - E...
   (FLO)1 Year Chart         FLO Flowers Foods Inc 176 New $25.35 $20,000 711 0.01% 20,000 711 0    Processed & Packaged ...
   (DBC)1 Year Chart         DBC Invesco DB Commodity Tracki... 179 New $23.33 $18,000 721 0.01% 18,000 721 0.001    Closed - End Fund - Debt
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 186 New $287.60 $17,000 81 0.01% 17,000 81 0    Closed - End Fund - E...
   (DE)1 Year Chart         DE Deere & Co 199 New $412.78 $13,000 30 0% 13,000 30 0    Farm & Construction M...
   (EBAY)1 Year Chart         EBAY eBay Inc 211 New $52.10 $8,000 200 0% 8,000 200 0    Internet Software & S...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 210 New $475.95 $8,000 23 0% 8,000 23 0    Application Software
   (F)1 Year Chart         F Ford Motor Co 229 New $12.50 $1,000 100 0% 1,000 100 0    Auto Manufacturers
   (EZU)1 Year Chart         EZU iShares MSCI-EMU 227 New $0.00 $1,000 14 0% 1,000 14 0    Closed - End Fund - E...
   (MANU)1 Year Chart         MANU Manchester United plc 241 New $16.13 $0 6 0% 0 6 0    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 236 New $44.57 $0 5 0% 0 5 0    Closed - End Fund - E...

      22 Records Found
  1    
Page 1 of 1
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