- New Purchases: VEU, VCSH, KO, EFG, TGT, WRK, NI, MDT, GE, MO, EPP, IEF, USB, DLN, COMT, BSV, VTEB, NGVT, MPC, ACN, SBUX, AMT, CTRA, C, ITW, MDLZ, MRK, NOC, ORLY, PG, ROK, TRV, SYK, EFAV, GTX, EMB, REZI, NIO, SHM, TLT, VBK, VOE, VTIP,
- Added Positions: AGG, MUB, HD, MA, IEFA, SUB, IWD, IVV, IEMG, JPM, IWF, TIP, ITOT, GOOG, EFV, GOVT, PFE, HON, IWP, CSCO, BSCQ, SPY, BNDX, IJR, IWS, MDY, TOTL, CMCSA, STZ, DOV, LMT, LOW, PH, VNQ, CRM, TJX, TXN, UNH, DIS, VB, USMV, PYPL, BLK, VWO, SHY, SCHB, IJT, IJS, BABA, FB, PSX, PEP, CVS,
- Reduced Positions: VEA, SPYG, VO, VUG, VTV, IWN, IJK, SCHV, SCHG, VTI, BND, IJJ, JNJ, VIG, MSFT, MCD, T, VCIT, VBR, VYM, TLRY, TLRY, ABBV, VRSK, V, EVRG, WMT, WAB, VZ, TSN, INTC, CVX,
- Sold Out: GAB, CME, F, XLK, CPB, ED, WELL, HBAN, KR, PAYX, SO, TRN, METPA.PFD, CHGG, LQD, XLP,
For the details of Capital Directions Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/capital+directions+investment+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Capital Directions Investment Advisors, LLC- SPDR Portfolio S&P 500 Growth ETF (SPYG) - 1,263,078 shares, 25.12% of the total portfolio. Shares reduced by 1.88%
- iShares Russell 2000 ETF (IWM) - 148,384 shares, 10.08% of the total portfolio. Shares reduced by 0.33%
- SPDR S&P 600 Small Cap Growth ETF (SLYG) - 324,459 shares, 8.78% of the total portfolio. Shares reduced by 0.32%
- iShares S&P Mid-Cap 400 Growth ETF (IJK) - 317,808 shares, 7.82% of the total portfolio. Shares reduced by 1.14%
- iShares MSCI EAFE ETF (EFA) - 228,493 shares, 5.54% of the total portfolio. Shares reduced by 0.39%
Capital Directions Investment Advisors, LLC initiated holding in Vanguard FTSE All-World ex-US ETF. The purchase prices were between $60.96 and $64.22, with an estimated average price of $62.6. The stock is now traded at around $63.580000. The impact to a portfolio due to this purchase was 2.45%. The holding were 129,560 shares as of 2021-09-30.
New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)Capital Directions Investment Advisors, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $82.23 and $82.63, with an estimated average price of $82.42. The stock is now traded at around $82.035000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,470 shares as of 2021-09-30.
New Purchase: Coca-Cola Co (KO)Capital Directions Investment Advisors, LLC initiated holding in Coca-Cola Co. The purchase prices were between $52.47 and $57.48, with an estimated average price of $55.73. The stock is now traded at around $56.820000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,690 shares as of 2021-09-30.
New Purchase: General Electric Co (GE)Capital Directions Investment Advisors, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $109.130000. The impact to a portfolio due to this purchase was 0.02%. The holding were 532 shares as of 2021-09-30.
New Purchase: Altria Group Inc (MO)Capital Directions Investment Advisors, LLC initiated holding in Altria Group Inc. The purchase prices were between $45.52 and $51.04, with an estimated average price of $48.33. The stock is now traded at around $45.310000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,595 shares as of 2021-09-30.
New Purchase: BTC iShares MSCI EAFE Growth ETF (EFG)Capital Directions Investment Advisors, LLC initiated holding in BTC iShares MSCI EAFE Growth ETF. The purchase prices were between $105.79 and $113.94, with an estimated average price of $110.09. The stock is now traded at around $113.470000. The impact to a portfolio due to this purchase was 0.02%. The holding were 589 shares as of 2021-09-30.
Added: iShares Core U.S. Aggregate Bond ETF (AGG)Capital Directions Investment Advisors, LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 196.42%. The purchase prices were between $114.41 and $116.05, with an estimated average price of $115.38. The stock is now traded at around $115.060000. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,714 shares as of 2021-09-30.
Added: The Home Depot Inc (HD)Capital Directions Investment Advisors, LLC added to a holding in The Home Depot Inc by 32.81%. The purchase prices were between $317.05 and $341.41, with an estimated average price of $328.29. The stock is now traded at around $368.810000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,032 shares as of 2021-09-30.
Added: Mastercard Inc (MA)Capital Directions Investment Advisors, LLC added to a holding in Mastercard Inc by 481.31%. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $350.375000. The impact to a portfolio due to this purchase was 0.06%. The holding were 622 shares as of 2021-09-30.
Added: iShares Short-Term National Muni Bond ETF (SUB)Capital Directions Investment Advisors, LLC added to a holding in iShares Short-Term National Muni Bond ETF by 95.67%. The purchase prices were between $107.5 and $107.9, with an estimated average price of $107.75. The stock is now traded at around $107.340000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,984 shares as of 2021-09-30.
Added: JPMorgan Chase & Co (JPM)Capital Directions Investment Advisors, LLC added to a holding in JPMorgan Chase & Co by 130.10%. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $170.220000. The impact to a portfolio due to this purchase was 0.03%. The holding were 902 shares as of 2021-09-30.
Added: iShares TIPS Bond ETF (TIP)Capital Directions Investment Advisors, LLC added to a holding in iShares TIPS Bond ETF by 462.09%. The purchase prices were between $125.24 and $129.06, with an estimated average price of $127.65. The stock is now traded at around $129.820000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,023 shares as of 2021-09-30.
Sold Out: Gabelli Equity Trust Inc (GAB)Capital Directions Investment Advisors, LLC sold out a holding in Gabelli Equity Trust Inc. The sale prices were between $6.52 and $7.07, with an estimated average price of $6.78.
Sold Out: CME Group Inc (CME)Capital Directions Investment Advisors, LLC sold out a holding in CME Group Inc. The sale prices were between $185.84 and $214.7, with an estimated average price of $202.65.
Sold Out: Technology Select Sector SPDR ETF (XLK)Capital Directions Investment Advisors, LLC sold out a holding in Technology Select Sector SPDR ETF. The sale prices were between $147.65 and $159.42, with an estimated average price of $154.06.
Sold Out: Ford Motor Co (F)Capital Directions Investment Advisors, LLC sold out a holding in Ford Motor Co. The sale prices were between $12.57 and $14.93, with an estimated average price of $13.61.
Sold Out: Paychex Inc (PAYX)Capital Directions Investment Advisors, LLC sold out a holding in Paychex Inc. The sale prices were between $106.73 and $118.19, with an estimated average price of $112.3.
Sold Out: Huntington Bancshares Inc (HBAN)Capital Directions Investment Advisors, LLC sold out a holding in Huntington Bancshares Inc. The sale prices were between $13.23 and $15.8, with an estimated average price of $14.72.
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