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
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -3.67%
0.79%
$3.376M
44,601 shares@ $75.69 avg price
IWBIshares Tr
Recent Activity
Decreased -0.38%
0.75%
$3.216M
9,983 shares@ $322.18 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -3.11%
0.72%
$3.076M
10,984 shares@ $280.06 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -5.12%
0.52%
$2.231M
12,555 shares@ $177.71 avg price
ESGDIshares Tr
Recent Activity
Decreased -1.01%
0.46%
$1.946M
25,560 shares@ $76.15 avg price
IJTIshares Tr
Recent Activity
Decreased -1.07%
0.39%
$1.645M
12,149 shares@ $135.37 avg price
IJSIshares Tr
Recent Activity
Decreased -0.58%
0.37%
$1.558M
14,349 shares@ $108.61 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.26%
0.28%
$1.171M
5,337 shares@ $219.4 avg price
ESMLIshares Tr
Recent Activity
Decreased -4.26%
0.22%
$936,659
22,275 shares@ $42.05 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.6%
0.16%
$667,511
6,710 shares@ $99.49 avg price