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
HEIHeico Corp New Recent Activity New Position	0.01%	$4,042 17 shares@ $237.77 avg price	New Position
MMYTMakemytrip Limited Mauritius Recent Activity New Position	0.01%	$3,144 28 shares@ $112.29 avg price	New Position
BAHBooz Allen Hamilton Hldg Cor Recent Activity New Position	0.01%	$1,931 15 shares@ $128.74 avg price	New Position
RACEFerrari N V Recent Activity New Position	0.01%	$1,700 4 shares@ $425.0 avg price	New Position
VOXRVox Royalty Corp Recent Activity New Position	0.01%	$1,638 700 shares@ $2.34 avg price	New Position
IBNIcici Bank Limited Recent Activity New Position	0.01%	$1,583 53 shares@ $29.87 avg price	New Position
XRXXerox Holdings Corp Recent Activity New Position	0.01%	$1,501 178 shares@ $8.44 avg price	New Position
MCOMoodys Corp Recent Activity New Position	0.01%	$1,421 3 shares@ $473.67 avg price	New Position
MPWRMonolithic Pwr Sys Inc Recent Activity New Position	0.01%	$1,302 2 shares@ $651.0 avg price	New Position
SWXSouthwest Gas Hldgs Inc Recent Activity New Position	0.01%	$1,203 17 shares@ $70.77 avg price	New Position