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
ONONOn Hldg Ag Recent Activity New Position	0.01%	$7,833 143 shares@ $54.78 avg price	New Position
SPOTSpotify Technology S A Recent Activity New Position	0.01%	$7,159 16 shares@ $447.44 avg price	New Position
SHOPShopify Inc Recent Activity New Position	0.01%	$7,018 66 shares@ $106.34 avg price	New Position
LPLALpl Finl Hldgs Inc Recent Activity New Position	0.01%	$6,204 19 shares@ $326.53 avg price	New Position
RJFRaymond James Finl Inc Recent Activity New Position	0.01%	$5,903 38 shares@ $155.35 avg price	New Position
CRHCrh Plc Recent Activity New Position	0.01%	$5,459 59 shares@ $92.53 avg price	New Position
CVICvr Energy Inc Recent Activity New Position	0.01%	$5,135 274 shares@ $18.75 avg price	New Position
MELIMercadolibre Inc Recent Activity New Position	0.01%	$5,102 3 shares@ $1700.67 avg price	New Position
TMUST-mobile Us Inc Recent Activity New Position	0.01%	$4,857 22 shares@ $220.78 avg price	New Position
DUOLDuolingo Inc Recent Activity New Position	0.01%	$4,540 14 shares@ $324.29 avg price	New Position