Capital Directions Investment Advisors 13F annual report
Capital Directions Investment Advisors is an investment fund managing more than $268 billion ran by Macora Furlong. There are currently 236 companies in Furlong’s portfolio. The largest investments include Spdr S&p 500 Growth Etf and Ishares Russell 2001, together worth $86.6 billion.
Limited to 30 biggest holdings
$268 billion Assets Under Management (AUM)
As of 25th January 2023, Capital Directions Investment Advisors’s top holding is 1,212,962 shares of Spdr S&p 500 Growth Etf currently worth over $61.5 billion and making up 22.9% of the portfolio value.
In addition, the fund holds 144,222 shares of Ishares Russell 2001 worth $25.1 billion.
The third-largest holding is Spdr Dj Small Cap Growth worth $22.4 billion and the next is Ishares S&p National Muni Bond worth $20.9 billion, with 198,130 shares owned.
Currently, Capital Directions Investment Advisors's portfolio is worth at least $268 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Capital Directions Investment Advisors
The Capital Directions Investment Advisors office and employees reside in Atlanta, Georgia. According to the last 13-F report filed with the SEC, Macora Furlong serves as the Director of Operations at Capital Directions Investment Advisors.
Recent trades
In the most recent 13F filing, Capital Directions Investment Advisors revealed that it had opened a new position in
Johnson & Johnson and bought 4,959 shares worth $876 million.
This means they effectively own approximately 0.1% of the company.
Johnson & Johnson makes up
67.0%
of the fund's Health Care sector allocation and has decreased its share price by 4.4% in the past year.
The investment fund also strengthened its position in Ishares Russell 3000 Index by buying
502 additional shares.
This makes their stake in Ishares Russell 3000 Index total 65,125 shares worth $14.4 billion.
On the other hand, there are companies that Capital Directions Investment Advisors is getting rid of from its portfolio.
Capital Directions Investment Advisors closed its position in Ishares Barclays 3-7 Yr Treas Bd Fd on 1st February 2023.
It sold the previously owned 5,232 shares for $926 thousand.
Macora Furlong also disclosed a decreased stake in Spdr S&p 500 Growth Etf by approximately 0.1%.
This leaves the value of the investment at $61.5 billion and 1,212,962 shares.
One of the largest hedge funds
The two most similar investment funds to Capital Directions Investment Advisors are Lejeune Puetz Investment Counsel and Hedeker Wealth. They manage $268 billion and $268 billion respectively.
Macora Furlong investment strategy
Capital Directions Investment Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 2.2% of
the total portfolio value.
The fund focuses on investments in the United States as
29.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
27% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $125 billion.
The complete list of Capital Directions Investment Advisors trades based on 13F SEC filings
These positions were updated on February 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr S&p 500 Growth Etf |
2.70%
1,212,962
|
$61,460,773,000 | 22.94% |
| Ishares Russell 2001 |
0.91%
144,222
|
$25,146,506,000 | 9.38% |
| Spdr Dj Small Cap Growth |
2.69%
309,403
|
$22,351,298,000 | 8.34% |
| Ishares S&p National Muni Bond |
46.16%
198,130
|
$20,906,678,000 | 7.80% |
| Ishares S&p Midcap 400 - Barra Growth |
4.79%
302,999
|
$20,694,832,000 | 7.72% |
| Ishares Msci Eafe Index |
1.94%
220,624
|
$14,481,759,000 | 5.40% |
| Ishares Russell 3000 Index |
0.78%
65,125
|
$14,371,837,000 | 5.36% |
| Ishares Russell 2000 Value |
0.77%
83,623
|
$11,596,054,000 | 4.33% |
| Vanguard Total Stock Mkt |
1.95%
38,636
|
$7,386,817,000 | 2.76% |
| Vanguard Intl Eqty Index |
1.44%
125,961
|
$6,315,685,000 | 2.36% |
| Ishares Russell 1000 Value |
5.74%
38,130
|
$5,782,414,000 | 2.16% |
| iShares MSCI EAFE Small-Cap ETF |
3.65%
97,988
|
$5,534,362,000 | 2.07% |
| Ishares Russell 1000 Growth |
1.91%
25,702
|
$5,506,396,000 | 2.05% |
| Ishares Russell 2000 Growth |
0.41%
21,337
|
$4,577,213,000 | 1.71% |
| Ishares Core Msci Emerging Markets |
34.42%
62,589
|
$2,922,906,000 | 1.09% |
| Ishares Msci Emerging Markets Index |
4.75%
67,466
|
$2,556,961,000 | 0.95% |
| Ishares S&p 500 Index |
26.16%
4,931
|
$1,894,351,000 | 0.71% |
| Ishares Russell Mid Cap Growth |
4.22%
22,447
|
$1,876,569,000 | 0.70% |
| Vanguard Global Ex Us Real Estate |
47.18%
43,231
|
$1,787,185,000 | 0.67% |
| Spdr Trust - S&p 500 Index |
No change
4,283
|
$1,637,893,000 | 0.61% |
| Microsoft Corporation |
5.04%
6,163
|
$1,478,011,000 | 0.55% |
| Ishares Core Msci Eafe |
64.86%
23,306
|
$1,436,582,000 | 0.54% |
| Vanguard Large Cap Value Etf |
28.89%
6,989
|
$981,046,000 | 0.37% |
| Ishares Tr S&p 500 Value |
No change
6,513
|
$944,841,000 | 0.35% |
| Johnson & Johnson |
Opened
4,959
|
$876,007,000 | 0.33% |
| Vanguard Muni Bnd Tax |
3.70%
17,504
|
$866,273,000 | 0.32% |
| Home Depot, Inc. |
1.69%
2,677
|
$845,557,000 | 0.32% |
| Ishares Ibonds Dec 2024 Term Muni Bond |
No change
28,286
|
$728,364,000 | 0.27% |
| Ishares Ibonds Dec 2023 Term Muni Bond |
No change
28,681
|
$727,063,000 | 0.27% |
| Brown & Brown, Inc. |
100.00%
12,750
|
$726,368,000 | 0.27% |
| Visa Inc |
4.32%
3,474
|
$721,758,000 | 0.27% |
| Vanguard Real Estate Etf |
0.01%
8,707
|
$718,153,000 | 0.27% |
| Dj Wilshire Reit Etf |
0.21%
8,231
|
$717,332,000 | 0.27% |
| Ishares Ibonds Dec 2025 Term Muni Bond |
No change
26,855
|
$708,166,000 | 0.26% |
| Spdr S&p Dividend Etf |
No change
5,370
|
$671,841,000 | 0.25% |
| Ishares Russell Midcap Value |
5.77%
5,653
|
$595,487,000 | 0.22% |
| Vanguard Mid Cap |
54.87%
2,473
|
$504,022,000 | 0.19% |
| Vanguard St Corp Bond Index - Etf |
65.39%
5,744
|
$431,891,000 | 0.16% |
| Invesco Bulletshares 2023 Corp Bond |
Opened
19,822
|
$415,866,000 | 0.16% |
| Invesco Bulletshares 2024 Corp Bond |
Opened
19,809
|
$405,789,000 | 0.15% |
| Wisdomtree Midcap Divdnd |
No change
9,000
|
$370,260,000 | 0.14% |
| Ishares Core S&p Total U.s. Etf |
No change
4,311
|
$365,573,000 | 0.14% |
| Exxon Mobil Corp. |
9.58%
3,302
|
$364,211,000 | 0.14% |
| Wisdomtree High Dividend Fund |
No change
4,000
|
$344,240,000 | 0.13% |
| Vanguard Mid-cap Growth Etf |
0.53%
1,860
|
$334,354,000 | 0.12% |
| Schwab Us Large Cap Value Etf |
2.81%
4,945
|
$326,469,000 | 0.12% |
| Invesco Bulletshares 2025 Corp Bond |
Opened
15,708
|
$316,359,000 | 0.12% |
| Schwab Us Large Cap Growth Etf |
2.28%
5,572
|
$309,580,000 | 0.12% |
| Ishares Msci Acwi Index |
No change
3,636
|
$308,624,000 | 0.12% |
| Google Inc Class C |
1,950.31%
3,260
|
$289,260,000 | 0.11% |
| Lilly Eli & Co. |
12.54%
754
|
$275,843,000 | 0.10% |
| Invesco Bulletshares 2026 Corp Bond |
10.04%
13,922
|
$263,474,000 | 0.10% |
| Invesco Treasury |
43.98%
2,501
|
$263,455,000 | 0.10% |
| Google Inc Class A |
Opened
2,642
|
$233,104,000 | 0.09% |
| Intel Corp. |
0.73%
8,789
|
$232,293,000 | 0.09% |
| Caterpillar Tractor Co. S |
No change
928
|
$222,312,000 | 0.08% |
| Unitedhealth Group Inc |
20.85%
410
|
$217,374,000 | 0.08% |
| Ishares Tr Lehman Bd Fd |
56.62%
2,200
|
$213,378,000 | 0.08% |
| Vanguard S&p 500 Etf |
Opened
596
|
$209,399,000 | 0.08% |
| Schwab Us Large Cap Etf |
No change
4,528
|
$204,439,000 | 0.08% |
| Vanguard Div Apprciation |
No change
1,342
|
$203,783,000 | 0.08% |
| Spdr Nuveen Short Term Muni |
473.54%
4,118
|
$193,464,000 | 0.07% |
| Ishares S&p Midcap 400 Index |
28.04%
798
|
$193,028,000 | 0.07% |
| Vanguard Large Cap Growth Etf |
24.35%
873
|
$186,045,000 | 0.07% |
| Thermo Electron Corp |
No change
336
|
$185,032,000 | 0.07% |
| Ishares Dow Jones Total Market Index |
Opened
1,756
|
$164,098,000 | 0.06% |
| Vanguard Msci Eafe Etf |
50.60%
3,809
|
$159,864,000 | 0.06% |
| Invesco S&p 500 Top 51 |
Opened
517
|
$142,682,000 | 0.05% |
| Ishares Russell Midcap |
No change
1,822
|
$122,894,000 | 0.05% |
| Schwab Us Mid-cap Etf |
No change
1,768
|
$115,998,000 | 0.04% |
| Spdr Blackstone Senior Loan Etf |
No change
2,693
|
$110,144,000 | 0.04% |
| Ishares Us Technology Index |
No change
1,464
|
$109,053,000 | 0.04% |
| Vanguard Intermediate |
Opened
1,852
|
$108,305,000 | 0.04% |
| Cousins Properties Inc. |
Opened
4,213
|
$106,547,000 | 0.04% |
| T-Mobile US, Inc. |
Opened
752
|
$105,280,000 | 0.04% |
| Ishares Core S&p Small Cap Etf |
126.28%
1,102
|
$104,293,000 | 0.04% |
| Black Stone Minerals Lp |
No change
5,984
|
$100,950,000 | 0.04% |
| Vanguard Small Cap Growth |
11.94%
497
|
$99,668,000 | 0.04% |
| Schwab Us Small Cap Etf |
No change
2,446
|
$99,087,000 | 0.04% |
| Schwab Ftse Dev International |
1.08%
2,913
|
$93,828,000 | 0.04% |
| Vanguard Shrt Inf Prot |
15.55%
1,944
|
$90,804,000 | 0.03% |
| Ishares Tr Lehman Tips |
10.97%
844
|
$89,835,000 | 0.03% |
| Spdr Global Natural Resources Etf |
No change
1,554
|
$88,623,000 | 0.03% |
| Copart, Inc. |
100.00%
1,444
|
$87,925,000 | 0.03% |
| Taiwan Semiconductr Adrf |
0.85%
1,170
|
$87,153,000 | 0.03% |
| Conocophillips |
7.46%
720
|
$84,960,000 | 0.03% |
| Nisource Inc Holding Co |
No change
3,000
|
$82,260,000 | 0.03% |
| Vanguard S&p Mid Cap |
1.02%
495
|
$80,954,000 | 0.03% |
| Avago Technologies |
Opened
143
|
$79,956,000 | 0.03% |
| Wisdomtree Smallcap Div |
1.82%
2,796
|
$79,515,000 | 0.03% |
| Principal Financial Grp |
No change
947
|
$79,472,000 | 0.03% |
| Ishares S&p Short Term Muni Fund |
72.18%
760
|
$79,245,000 | 0.03% |
| Ishares International Small |
No change
2,683
|
$78,907,000 | 0.03% |
| Schwab Intl Small Cap Etf |
83.34%
2,496
|
$78,549,000 | 0.03% |
| Ishares S&p 500 Growth |
No change
1,336
|
$78,156,000 | 0.03% |
| Sector Spdr Indl Select |
No change
795
|
$78,077,000 | 0.03% |
| Vanguard Bond Index Fund |
84.17%
1,501
|
$112,541,000 | 0.04% |
| VF Corp. |
No change
2,716
|
$74,989,000 | 0.03% |
| Mcdonalds Corp. |
6.62%
282
|
$74,315,000 | 0.03% |
| Ishares S&p Small Cap 600 Value |
No change
800
|
$73,048,000 | 0.03% |
| Vanguard Total |
110.56%
1,535
|
$72,805,000 | 0.03% |
| Morgan Stanley |
No change
845
|
$71,842,000 | 0.03% |
| Pepsico Inc. |
118.78%
396
|
$71,541,000 | 0.03% |
| Transdigm Group Incorporated |
No change
107
|
$67,373,000 | 0.03% |
| S B A Communications |
No change
236
|
$66,153,000 | 0.02% |
| Marathon Pete Corp |
9.55%
568
|
$66,110,000 | 0.02% |
| Walt Disney Co (The) |
54.99%
749
|
$65,073,000 | 0.02% |
| Vanguard Small Cap Blend Etf |
84.85%
343
|
$62,954,000 | 0.02% |
| Teledyne Technologies Inc |
No change
157
|
$62,786,000 | 0.02% |
| The Southern Co. |
241.25%
877
|
$62,627,000 | 0.02% |
| Chevron Corp. |
0.59%
338
|
$60,668,000 | 0.02% |
| Vanguard Health Care |
No change
239
|
$59,284,000 | 0.02% |
| Church & Dwight Co., Inc. |
5.23%
725
|
$58,442,000 | 0.02% |
| Ishares Barcalys 1 - 3 Yr Bd Fd |
No change
709
|
$57,550,000 | 0.02% |
| Diamonds Trust Series I |
No change
171
|
$56,657,000 | 0.02% |
| K L A Tencor Corp |
No change
150
|
$56,554,000 | 0.02% |
| Coca-Cola Co |
95.43%
869
|
$55,273,000 | 0.02% |
| iShares S&P Small-Cap 600 Growth ETF |
7.04%
502
|
$54,251,000 | 0.02% |
| Discover Finl Svcs |
No change
540
|
$52,828,000 | 0.02% |
| Brookfield Asset Mgmt |
Opened
1,677
|
$52,758,000 | 0.02% |
| WestRock Co |
No change
1,484
|
$52,177,000 | 0.02% |
| S&p Mid Cap 401 |
No change
117
|
$51,806,000 | 0.02% |
| Spdr Dj Intl Real Estate Etf |
66.29%
1,924
|
$51,505,000 | 0.02% |
| Encana Corp Iam Commerci |
No change
1,000
|
$50,710,000 | 0.02% |
| Vanguard Ftse Emerging Markets |
40.05%
1,280
|
$49,894,000 | 0.02% |
| Nike, Inc. |
No change
415
|
$48,559,000 | 0.02% |
| HCA Healthcare Inc |
No change
200
|
$47,992,000 | 0.02% |
| Zoetis Inc |
No change
320
|
$46,896,000 | 0.02% |
| Honeywell Intl. Inc. |
31.95%
213
|
$45,646,000 | 0.02% |
| United Parcel Service B |
25.15%
253
|
$43,982,000 | 0.02% |
| J.p.morgan Chase & Co. |
37.36%
327
|
$43,851,000 | 0.02% |
| Starbucks Corp. |
No change
410
|
$40,672,000 | 0.02% |
| Spdr S&p 600 Small Cap |
No change
472
|
$38,803,000 | 0.01% |
| S & P Global Inc |
No change
115
|
$38,518,000 | 0.01% |
| Intuitive Surgical Inc |
No change
141
|
$37,414,000 | 0.01% |
| Vanguard Mortgage Backed |
121.86%
812
|
$36,962,000 | 0.01% |
| Vanguard Long Term Bond |
Opened
498
|
$36,075,000 | 0.01% |
| Fid Ndq Comp Ec Etf Dv |
No change
880
|
$36,054,000 | 0.01% |
| Texas Instruments Inc. |
No change
216
|
$35,688,000 | 0.01% |
| Pfizer Inc. |
3,370.00%
694
|
$35,561,000 | 0.01% |
| Netflix Inc. |
Opened
120
|
$35,386,000 | 0.01% |
| Hershey Company |
Opened
148
|
$34,272,000 | 0.01% |
| Rydex Etf Trust |
Opened
418
|
$32,596,000 | 0.01% |
| Entergy Corp. |
Opened
289
|
$32,512,000 | 0.01% |
| Eaton Corporation |
No change
200
|
$31,390,000 | 0.01% |
| Comcast Corp New Cl A |
25.73%
895
|
$31,298,000 | 0.01% |
| Sherwin-Williams Co. |
10.42%
129
|
$30,616,000 | 0.01% |
| Schwab Us Reit Etf |
No change
1,582
|
$30,517,000 | 0.01% |
| Ross Stores, Inc. |
No change
261
|
$30,294,000 | 0.01% |
| Vaneck Vectors Agribusiness Et F |
No change
350
|
$30,044,000 | 0.01% |
| Northrop Grumman Corp. |
No change
55
|
$30,009,000 | 0.01% |
| Verisk Analytics Inc |
No change
170
|
$29,991,000 | 0.01% |
| Norfolk Southern Corp. |
Opened
118
|
$29,078,000 | 0.01% |
| Paypal Holdings Inco |
97.56%
405
|
$28,844,000 | 0.01% |
| Spdr S&p 500 Value Etf |
No change
720
|
$28,001,000 | 0.01% |
| Salesforce Com |
48.39%
208
|
$27,579,000 | 0.01% |
| Verisign Inc. |
Opened
134
|
$27,529,000 | 0.01% |
| Progressive Corp Ohio |
No change
211
|
$27,369,000 | 0.01% |
| Dollar General Corp. |
No change
109
|
$26,841,000 | 0.01% |
| Mondelez International Inc. |
No change
400
|
$26,660,000 | 0.01% |
| Parker-Hannifin Corp. |
No change
83
|
$24,153,000 | 0.01% |
| Altria Group Inc. |
Opened
520
|
$23,769,000 | 0.01% |
| Pnc Finl Services Gp Inc |
Opened
150
|
$23,691,000 | 0.01% |
| Lowes Companies Inc. |
60.55%
114
|
$22,713,000 | 0.01% |
| Flexshares Qual Div Etf |
No change
429
|
$22,565,000 | 0.01% |
| Philip Morris International Inc |
96.39%
218
|
$22,064,000 | 0.01% |
| Ishares Msci Usa Min |
41.38%
306
|
$22,063,000 | 0.01% |
| Ameriprise Financial Inc |
Opened
70
|
$21,796,000 | 0.01% |
| Wisdomtree Largecap Dividend Etf |
No change
350
|
$21,682,000 | 0.01% |
| Vanguard Small Cap Value |
27.62%
134
|
$21,279,000 | 0.01% |
| Ishares Cohen & Steers Reit |
Opened
387
|
$21,228,000 | 0.01% |
| Schwab Us Tips Etf |
No change
407
|
$21,079,000 | 0.01% |
| Stryker Corp. |
No change
85
|
$20,782,000 | 0.01% |
| Schwab Us Broad Equity Market Etf |
20.42%
460
|
$20,613,000 | 0.01% |
| Flowers Foods, Inc. |
Opened
711
|
$20,434,000 | 0.01% |
| Factset Research Systems Inc. |
No change
50
|
$20,060,000 | 0.01% |
| Ansys Inc. |
No change
80
|
$19,327,000 | 0.01% |
| Constellation Brand |
No change
80
|
$18,540,000 | 0.01% |
| Abbvie Inc |
Opened
113
|
$18,262,000 | 0.01% |
| Targa Resources Corp |
No change
247
|
$18,154,000 | 0.01% |
| Rok |
No change
70
|
$18,030,000 | 0.01% |
| Powershs Db Commdty Indx |
Opened
721
|
$17,773,000 | 0.01% |
| Vanguard Extended Mkt |
1,230.00%
133
|
$17,670,000 | 0.01% |
| Ingevity Corp |
No change
248
|
$17,469,000 | 0.01% |
| Ishares Trans Avg Etf |
No change
80
|
$17,084,000 | 0.01% |
| Ishares Russell 1000 Index |
Opened
81
|
$17,052,000 | 0.01% |
| Sector Spdr Util Select |
No change
240
|
$16,920,000 | 0.01% |
| Citigroup Inc |
Opened
370
|
$16,735,000 | 0.01% |
| Steris Corp |
Opened
90
|
$16,622,000 | 0.01% |
| Rowe T Price Group Inc |
11.76%
150
|
$16,359,000 | 0.01% |
| American Tower Corp. |
No change
75
|
$15,890,000 | 0.01% |
| Spdr S&p 600 Small Cap Value Etf |
No change
213
|
$15,809,000 | 0.01% |
| Travelers Companies Inc. |
Opened
80
|
$14,999,000 | 0.01% |
| Cvs Corp. |
No change
160
|
$14,910,000 | 0.01% |
| Dover Corp. |
No change
110
|
$14,895,000 | 0.01% |
| Duke Energy Corp. |
Opened
144
|
$14,831,000 | 0.01% |
| Ishares Global Timber |
No change
200
|
$14,550,000 | 0.01% |
| Costco Whsl Corp New |
20.00%
30
|
$13,695,000 | 0.01% |
| Deere & Co. |
Opened
30
|
$12,863,000 | 0.00% |
| National Grid Group Adrf |
No change
210
|
$12,667,000 | 0.00% |
| Sprott Physical Gold Trf |
147.65%
842
|
$11,872,000 | 0.00% |
| Genuine Parts Co. |
35.00%
65
|
$11,278,000 | 0.00% |
| Mastercard Incorporated |
No change
32
|
$11,127,000 | 0.00% |
| Illinois Tool Works, Inc. |
No change
50
|
$11,015,000 | 0.00% |
| Vanguard Total Bond Index Fund |
91.22%
147
|
$10,594,000 | 0.00% |
| Regions Financial Corp. |
No change
448
|
$9,659,000 | 0.00% |
| Verizon Communications Inc |
25.00%
240
|
$9,456,000 | 0.00% |
| Spdr Spdr S&p China Etf |
No change
117
|
$9,168,000 | 0.00% |
| EBay Inc. |
Opened
200
|
$8,294,000 | 0.00% |
| Perkinelmer, Inc. |
No change
57
|
$7,993,000 | 0.00% |
| Vanguard Corp Bond Etf |
2.00%
102
|
$7,906,000 | 0.00% |
| Adobe Systems Inc |
Opened
23
|
$7,740,000 | 0.00% |
| Blackrock Inc. |
75.00%
10
|
$7,086,000 | 0.00% |
| Ishares S&p Midcap Value |
No change
70
|
$7,056,000 | 0.00% |
| Wal-mart Stores Inc. |
41.67%
49
|
$6,948,000 | 0.00% |
| Cdn Imperial Bk Comm |
No change
170
|
$6,876,000 | 0.00% |
| Cisco Systems, Inc. |
92.71%
140
|
$6,670,000 | 0.00% |
| Union Pacific Corp. |
No change
31
|
$6,419,000 | 0.00% |
| Vanguard Energy Etf |
No change
50
|
$6,064,000 | 0.00% |
| General Electric Co. |
Opened
70
|
$5,865,000 | 0.00% |
| Pub Svc Ent Group Inc |
No change
83
|
$5,085,000 | 0.00% |
| Sprott Phys Silver Tr |
No change
612
|
$5,043,000 | 0.00% |
| Encompass Health Cor |
No change
84
|
$5,024,000 | 0.00% |
| Huntington Bancshs Inc |
No change
354
|
$4,991,000 | 0.00% |
| International Business Machines Corp. |
83.33%
30
|
$4,227,000 | 0.00% |
| Schwab Emerging Markets Equity Etf |
No change
86
|
$2,036,000 | 0.00% |
| Ford Motor Co. |
Opened
100
|
$1,163,000 | 0.00% |
| Advanced Micro Devic |
40.00%
15
|
$972,000 | 0.00% |
| Ishares Barclays 3-7 Yr Treas Bd Fd |
Closed
5,232
|
$926,000 | |
| Manitowoc Co., Inc. |
Opened
100
|
$916,000 | 0.00% |
| CSX Corp. |
Closed
28,500
|
$828,000 | |
| Ishares Ibonds Dec 2022 Term Muni Bond |
Closed
28,098
|
$728,000 | |
| Ishares Msci Emu Etf |
Opened
14
|
$553,000 | 0.00% |
| Invesco Bulletshares 2024 Corp Bond |
Closed
18,995
|
$394,000 | |
| At & T |
Closed
4,276
|
$374,000 | |
| Invesco Bulletshares 2023 Corp Bond |
Closed
17,437
|
$365,000 | |
| Invesco Bulletshares 2025 Corp Bond |
Closed
14,842
|
$303,000 | |
| Google Inc Class A |
Closed
118
|
$257,000 | |
| Resideo Technologies Inc |
No change
15
|
$247,000 | 0.00% |
| Invesco Bulletshares 2022 Corp Bond |
Closed
10,281
|
$218,000 | |
| Ishares Comex Gold Trust |
Opened
5
|
$173,000 | 0.00% |
| Vanguard S&p 500 Etf |
Closed
486
|
$169,000 | |
| Spdr Barclay Muni Etf |
Closed
3,634
|
$167,000 | |
| Ishares Dow Jones Total Market Index |
Closed
1,756
|
$162,000 | |
| Cousins Properties Inc. |
Closed
5,373
|
$157,000 | |
| Invesco S&p 500 Top 50 |
Closed
517
|
$148,000 | |
| Manchester Utd Plc |
Opened
6
|
$140,000 | 0.00% |
| Avago Technologies |
Closed
278
|
$135,000 | |
| Wabtec |
No change
1
|
$100,000 | 0.00% |
| Kyndryl Hldgs Inc |
No change
7
|
$78,000 | 0.00% |
| Brookfield Asset Mgmt |
Closed
1,677
|
$75,000 | |
| Garrett Motion Inc |
No change
9
|
$69,000 | 0.00% |
| Altria Group Inc. |
Closed
1,595
|
$67,000 | |
| Tyson Foods, Inc. |
Closed
780
|
$67,000 | |
| Omnicom Group, Inc. |
Closed
455
|
$43,000 | |
| Medtronic Inc. |
Closed
440
|
$39,000 | |
| Travelers Companies Inc. |
Closed
230
|
$39,000 | |
| Adobe Systems Inc |
Closed
103
|
$38,000 | |
| Ishares Cohen & Steers Reit |
Closed
470
|
$29,000 | |
| Lincoln National Corp. |
Closed
600
|
$28,000 | |
| Enbridge Inc |
Closed
640
|
$27,000 | |
| Verisign Inc. |
Closed
134
|
$22,000 | |
| Schwab Intm Us Trsr Etf |
Closed
430
|
$22,000 | |
| Lockheed Martin Corp. |
Closed
50
|
$21,000 | |
| NVIDIA Corp |
Closed
129
|
$20,000 | |
| Corning, Inc. |
Closed
600
|
$19,000 | |
| Steris Corp |
Closed
90
|
$19,000 | |
| Phillips |
Closed
225
|
$18,000 | |
| Citigroup Inc |
Closed
370
|
$17,000 | |
| Ishares Core Us Treasury |
Closed
695
|
$17,000 | |
| Ishares Russell 1000 Index |
Closed
81
|
$17,000 | |
| Duke Energy Corp. |
Closed
144
|
$15,000 | |
| Gilead Sciences, Inc. |
Closed
220
|
$14,000 | |
| Qualcomm, Inc. |
Closed
103
|
$13,000 | |
| Alibaba Group Hldg |
Closed
100
|
$11,000 | |
| Evergreen Info Techn |
Closed
150
|
$10,000 | |
| Vanguard Whitehall Funds |
Closed
101
|
$10,000 | |
| Waste Management, Inc. |
Closed
53
|
$8,000 | |
| Financial Select Sector Spdr |
Closed
262
|
$8,000 | |
| Accenture Ltd Cl A |
Closed
30
|
$8,000 | |
| Ishare Edge Msci Min Vol |
Closed
95
|
$6,000 | |
| Oracle Corp. |
Closed
70
|
$5,000 | |
| Equifax, Inc. |
Closed
28
|
$5,000 | |
| NIO Inc |
Closed
200
|
$4,000 | |
| Tech Sector Select Spdr |
Closed
35
|
$4,000 | |
| Proshares Ultra S&p |
Closed
100
|
$4,000 | |
| General Electric Co. |
Closed
70
|
$4,000 | |
| Global Payments, Inc. |
Closed
40
|
$4,000 | |
| Twitter Inc |
Closed
75
|
$3,000 | |
| Marathon Oil Corporation |
Closed
109
|
$2,000 | |
| Manitowoc Co., Inc. |
Closed
100
|
$1,000 | |
| No transactions found | |||
| Showing first 500 out of 291 holdings | |||
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