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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 : 36     View All Holdings Currently Viewing:  Closed 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
   (OMC)1 Year Chart         OMC Omnicom Group Inc 245 Closed $96.58 $0 0 0% -43,000 -455 0    Advertising Agencies
   (ICFO)1 Year Chart         ICFO ICF Corp 265 Closed $0.00 $0 0 0% -29,000 -470 0    N/A
   (EVRG)1 Year Chart         EVRG Energy Inc 251 Closed $55.30 $0 0 0% -10,000 -150 0    Multi Utilities
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 233 Closed $79.51 $0 0 0% -11,000 -100 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 271 Closed $467.18 $0 0 0% -21,000 -50 0    Aerospace/Defense - M...
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 258 Closed $0.00 $0 0 0% -6,000 -95 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 244 Closed $188.97 $0 0 0% -13,000 -103 0    Communication Equipment
   (IBMK)1 Year Chart         IBMK iShares iBonds Dec 2022 Ter... 264 Closed $25.91 $0 0 0% -728,000 -28,098 0    N/A
   (WM)1 Year Chart         WM Waste Management Inc 250 Closed $209.86 $0 0 0% -8,000 -53 0    Waste Management
   (XLF)1 Year Chart         XLF SPDR Financial Sector 232 Closed $41.87 $0 0 0% -8,000 -262 0    Closed - End Fund - E...
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 270 Closed $39.96 $0 0 0% -75,000 -1,677 0    Asset Management
   (ZSAN)1 Year Chart         ZSAN Zosano Pharma Corp 257 Closed $0.12 $0 0 0% -38,000 -103 0    N/A
   (GPN)1 Year Chart         GPN Global Payments Inc 242 Closed $127.47 $0 0 0% -4,000 -40 0    Business Services
   (EFX)1 Year Chart         EFX Equifax Inc 263 Closed $247.37 $0 0 0% -5,000 -28 0    Business Services
   (LNC)1 Year Chart         LNC Lincoln National Corp 249 Closed $29.75 $0 0 0% -28,000 -600 0    Life & Health Insurance
   (BSCM)1 Year Chart         BSCM Invesco BulletShares 2022 C... 269 Closed $21.16 $0 0 0% -218,000 -10,281 0    N/A
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 256 Closed $46.03 $0 0 0% -167,000 -3,634 0    Closed - End Fund - E...
   (SSO)1 Year Chart         SSO Ultra S&P500 ProShares 240 Closed $76.78 $0 0 0% -4,000 -100 0    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 262 Closed $120.30 $0 0 0% -10,000 -101 0    Closed - End Fund - Debt
   (GLW)1 Year Chart         GLW Corning Inc 248 Closed $34.95 $0 0 0% -19,000 -600 0    Communication Equipment
   (VRSN)1 Year Chart         VRSN Verisign Inc 268 Closed $169.73 $0 0 0% -22,000 -134 0    Internet Software & S...
   (T)1 Year Chart         T AT&T Corp 255 Closed $17.30 $0 0 0% -374,000 -4,276 0    Long Distance Carriers
   (XLK)1 Year Chart         XLK SPDR Technology Sector 239 Closed $208.34 $0 0 0% -4,000 -35 0    Closed - End Fund - E...
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 261 Closed $36.99 $0 0 0% -27,000 -640 0    Oil & Gas Pipelines &...
   (PSX)1 Year Chart         PSX Phillips 66 247 Closed $144.85 $0 0 0% -18,000 -225 0    Oil & Gas Refining, P...
   (ACN)1 Year Chart         ACN Accenture Plc 267 Closed $306.95 $0 0 0% -8,000 -30 0    Management Services
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 254 Closed $48.42 $0 0 0% -22,000 -430 0    N/A
   (TSN)1 Year Chart         TSN Tyson Foods Inc 237 Closed $60.27 $0 0 0% -67,000 -780 0    Meat Products
   (NIO)1 Year Chart         NIO Nio Inc 273 Closed $5.79 $0 0 0% -4,000 -200 0    N/A
   (CSX)1 Year Chart         CSX CSX Corp 260 Closed $33.93 $0 0 0% -828,000 -28,500 0    Railroads
   (TWTR)1 Year Chart         TWTR Twitter, Inc. 246 Closed $53.70 $0 0 0% -3,000 -75 0    Internet Service Prov...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 266 Closed $913.56 $0 0 0% -20,000 -129 0    Semiconductor - Speci...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 252 Closed $67.65 $0 0 0% -14,000 -220 0    Biotechnology
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 234 Closed $0.00 $0 0 0% -17,000 -695 0    N/A
   (MRO)1 Year Chart         MRO Marathon Oil Corp 272 Closed $26.57 $0 0 0% -2,000 -109 0    Oil & Gas Refining, P...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 259 Closed $114.64 $0 0 0% -926,000 -5,232 0    Closed - End Fund - E...

      36 Records Found
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