Dominic DiGiacomo

@Cranbrook Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$431.44M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACLSAxcelis Technologies Inc Recent Activity Exited	0%	$280,265 2,673 shares@ $104.86 avg price	Exited
TLTIshares Tr Recent Activity Exited	0%	$86,185 879 shares@ $98.05 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$61,719 65 shares@ $949.53 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$44,885 55 shares@ $816.1 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$25,333 66 shares@ $383.84 avg price	Exited
AZOAutozone Inc Recent Activity Exited	0%	$9,451 3 shares@ $3150.34 avg price	Exited
RIVNRivian Automotive Inc Recent Activity Exited	0%	$3,647 325 shares@ $11.23 avg price	Exited
GRWGGrowgeneration Corp Recent Activity Exited	0%	$128 60 shares@ $2.14 avg price	Exited
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity Exited	0%	$57 10 shares@ $5.7 avg price	Exited