• 13F History

Capital Directions Investment Advisors, LLC

13F Filings History

Latest 13F report
Q4 2022 - Feb 1, 2023
Value $
$268M
Signature - Title
Macora P Furlong - Director of Operations
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Capital Directions Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital Directions Investment Advisors, LLC reported 237 stock holdings with total value $268M as of Q4 2022. Top holdings included SPYG, IWM, SLYG, MUB, and IJK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 237 $268M +$268M +$268M SPYG, IWM, SLYG, MUB, IJK 13F-HR 2/1/2023, 12:06 PM
Q3 2022 13F-HR 11/2/2022, 03:59 PM
Q2 2022 243 $300M +$33.2M -$6.39M +$26.8M SPYG, MUB, IWM, SLYG, IJK 13F-HR 7/26/2022, 12:55 PM
Q1 2022 261 $329M +$14M -$4.74M +$9.27M SPYG, IWM, SLYG, IJK, IWV 13F-HR 5/16/2022, 09:35 AM
Q4 2021 69 $346M +$17M -$3.55M +$13.5M SPYG, IWM, SLYG, IJK, IWV 13F-HR 2/18/2022, 04:52 PM
Q3 2021 256 $327M +$12.8M -$7.21M +$5.63M SPYG, IWM, SLYG, IJK, EFA 13F-HR 11/8/2021, 10:27 AM
Q2 2021 228 $333M +$333M -$306M +$26.9M SPYG, IWM, SLYG, IJK, EFA 13F-HR 8/13/2021, 04:42 PM
Q1 2021 196 $306M +$306M -$298M +$7.58M VRSN, TROW, TRV 13F-HR 5/17/2021, 09:22 AM
Q4 2020 188 $298M +$22.9M -$7.2M +$15.7M SPYG, IWM, IJK, SLYG, EFA Restatement 2/16/2021, 07:05 AM
Q3 2020 198 $264M +$6.99M -$6.3M +$686K SPYG, IJK, IWM, SLYG, EFA 13F-HR 11/12/2020, 02:00 PM
Q2 2020 203 $249M +$5.14M -$34.1M -$28.9M SPYG, IJK, IWM, SLYG, EFA 13F-HR 8/13/2020, 12:45 PM
Q1 2020 227 $234M +$4.89M -$13.3M -$8.41M SPYG, IJK, EFA, IWM, SLYG 13F-HR 5/11/2020, 02:54 PM
Q4 2019 237 $312M +$5.28M -$12.6M -$7.28M SPYG, EFA, IWM, IJK, SLYG 13F-HR 2/5/2020, 03:00 PM
Q3 2019 233 $302M +$35M -$15.1M +$19.9M SPYG, EFA, IJK, IWM, SLYG 13F-HR 11/14/2019, 08:03 AM
Q2 2019 81 $287M +$4.5M -$8.73M -$4.22M SPYG, EFA, IWM, IJK, SLYG 13F-HR 8/14/2019, 02:36 PM
Q1 2019 89 $303M +$11.8M -$18.2M -$6.41M SPYG, EFA, IWM, IJK, SLYG 13F-HR 5/14/2019, 02:47 PM
Q4 2018 100 $289M +$59M -$43M +$16M SPYG, EFA, IWM, IJK, SLYG 13F-HR 2/15/2019, 10:09 AM
Q3 2018 144 $330M +$129M -$8.2M +$121M EFA, SPYG, IWM, IJK, SLYG 13F-HR 11/14/2018, 02:36 PM
Q2 2018 147 $213M +$13.5M -$5.64M +$7.91M EFA, IWM, IJK, EEM, IWF 13F-HR 8/14/2018, 12:35 PM
Q1 2018 94 $318M +$4.11M -$6.63M -$2.51M EFA, SPYG, IWM, IJK, SLYG 13F-HR 5/10/2018, 09:40 AM
Q4 2017 91 $320M +$59M -$2.94M +$56M EFA, SPYG, IWM, IJK, SLYG 13F-HR 2/15/2018, 03:39 PM
Q3 2017 99 $311M +$7.72M -$2.48M +$5.24M EFA, SPYG, IWM, IJK, SLYG 13F-HR 11/14/2017, 11:58 AM
Q2 2017 106 $293M +$6.34M -$8.58M -$2.25M EFA, SPYG, IWM, IJK, SLYG 13F-HR 8/15/2017, 12:25 PM
Q1 2017 84 $289M +$6.22M -$11.2M -$5M SPYG, EFA, IWM, IJK, SLYG 13F-HR 5/15/2017, 12:58 PM
Q4 2016 80 $278M +$4.89M -$12.3M -$7.44M SPYG, EFA, IJK, IWM, SLYG 13F-HR 2/14/2017, 10:53 AM
Q3 2016 75 $281M +$1.04M -$9.5M -$8.45M SPYG, EFA, IJK, IWM, SLYG 13F-HR 11/14/2016, 01:44 PM
Q2 2016 74 $250M +$22.6M -$15.7M +$6.89M SPYG, EFA, IJK, IWM, EEM 13F-HR 8/2/2016, 01:38 PM
Q1 2016 61 $269M +$2.77M -$11.5M -$8.73M SPYG, EFA, IJK, SLYG, IWM 13F-HR 5/16/2016, 03:12 PM
Q4 2015 72 $293M +$6.76M -$2.97M +$3.8M SPYG, EFA, IJK, SLYG, IWM 13F-HR 2/11/2016, 01:54 PM
Q3 2015 56 $160M +$7.99M -$2.14M +$5.85M EFA, IJK, IWM, VTI, VCIT 13F-HR 11/9/2015, 10:30 AM
Q2 2015 58 $294M +$689K -$3.81M -$3.12M SPYG, EFA, IJK, SLYG, IWM 13F-HR 8/13/2015, 03:04 PM
Q1 2015 76 $303M +$4.97M -$7.64M -$2.67M SPYG, EFA, IJK, SLYG, IWM 13F-HR 5/14/2015, 12:11 PM
Q4 2014 69 $297M +$18.8M -$311K +$18.5M SPYG, EFA, IJK, SLYG, IWM 13F-HR 2/6/2015, 02:09 PM
Q3 2014 66 $237M +$6.93M -$2.32M +$4.61M SPYG, EFA, IJK, IWM, VTI 13F-HR 11/14/2014, 11:55 AM
Q2 2014 66 $269M +$5.81M -$365K +$5.44M SPYG, EFA, SLYG, IJK, IWM 13F-HR 8/13/2014, 12:35 PM
Q1 2014 60 $255M +$1.48M -$3.86M -$2.38M SPYG, EFA, SLYG, IJK, IWM 13F-HR 5/12/2014, 03:49 PM
Q4 2013 60 $255M SPYG, EFA, SLYG, IJK, IWM 13F-HR 2/12/2014, 03:56 PM