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Dominic DiGiacomo

@Cranbrook Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$431.44MTotal holdings412
Assets growth rate-1.58%Assets growth rate (2-Q avg)3.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cranbrook Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 412 positions.

Assets under management

The assets under management (AUM) of Cranbrook Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 431.44M in assets, with a quarterly growth rate of -1.58% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by Dominic DiGiacomo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LMTLockheed Martin Corp
Recent Activity
New Position
0.03%
$97,188
200 shares@ $485.94 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.02%
$72,783
71 shares@ $1025.12 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.01%
$39,727
550 shares@ $72.24 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.01%
$29,180
264 shares@ $110.54 avg price
GNRCGenerac Hldgs Inc
Recent Activity
New Position
0.01%
$27,909
180 shares@ $155.05 avg price
ROPRoper Technologies Inc
Recent Activity
New Position
0.01%
$20,794
40 shares@ $519.85 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.01%
$16,252
226 shares@ $71.92 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.01%
$13,967
174 shares@ $80.28 avg price
VTVanguard Intl Equity Index F
Recent Activity
New Position
0.01%
$10,809
92 shares@ $117.49 avg price
ZSZscaler Inc
Recent Activity
New Position
0.01%
$9,021
50 shares@ $180.42 avg price