test

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
IEMGIshares Inc
Recent Activity
Increased 0.43%
0.83%
$3.559M
68,158 shares@ $52.23 avg price
EFVIshares Tr
Recent Activity
Increased 0.12%
0.79%
$3.374M
64,305 shares@ $52.47 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.66%
0.64%
$2.732M
11,396 shares@ $239.72 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.98%
0.63%
$2.717M
11,307 shares@ $240.28 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 12.9%
0.61%
$2.605M
53,793 shares@ $48.42 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 14.71%
0.49%
$2.089M
3,565 shares@ $586.09 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.1%
0.44%
$1.88M
39,316 shares@ $47.82 avg price
SYKStryker Corporation
Recent Activity
Increased 2.35%
0.42%
$1.791M
4,975 shares@ $360.03 avg price
ABTAbbott Labs
Recent Activity
Increased 1.58%
0.36%
$1.511M
13,360 shares@ $113.11 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 3.57%
0.34%
$1.438M
10,452 shares@ $137.58 avg price