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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
IVWIshares Tr
Recent Activity
Decreased -0.36%
1.48%
$6.353M
62,569 shares@ $101.54 avg price
HYGIshares Tr
Recent Activity
Decreased -3.09%
1.47%
$6.301M
80,113 shares@ $78.66 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.08%
1.31%
$5.616M
72,678 shares@ $77.28 avg price
IJHIshares Tr
Recent Activity
Decreased -3.21%
1.24%
$5.33M
85,547 shares@ $62.32 avg price
IVEIshares Tr
Recent Activity
Decreased -0.3%
1.1%
$4.731M
24,785 shares@ $190.88 avg price
DSIIshares Tr
Recent Activity
Decreased -1.33%
0.95%
$4.074M
36,954 shares@ $110.26 avg price
IJJIshares Tr
Recent Activity
Decreased -1.82%
0.92%
$3.943M
31,558 shares@ $124.97 avg price
IJKIshares Tr
Recent Activity
Decreased -1.72%
0.89%
$3.832M
42,144 shares@ $90.93 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.3%
0.83%
$3.556M
17,942 shares@ $198.18 avg price
IWMIshares Tr
Recent Activity
Decreased -0.94%
0.81%
$3.469M
15,701 shares@ $220.96 avg price