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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
RODMLattice Strategies Tr
Recent Activity
Decreased -6.68%
0.16%
$667,252
23,478 shares@ $28.43 avg price
EEMIshares Tr
Recent Activity
Decreased -1.97%
0.15%
$609,599
14,577 shares@ $41.82 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -8.42%
0.14%
$599,503
8,696 shares@ $68.95 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -1.99%
0.14%
$566,558
9,869 shares@ $57.41 avg price
DHRDanaher Corporation
Recent Activity
Decreased -12.06%
0.13%
$530,491
2,311 shares@ $229.56 avg price
IWOIshares Tr
Recent Activity
Decreased -0.41%
0.12%
$485,800
1,688 shares@ $287.8 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -0.39%
0.11%
$468,008
5,562 shares@ $84.15 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -15.6%
0.09%
$346,419
1,195 shares@ $289.9 avg price
HOLXHologic Inc
Recent Activity
Decreased -5.84%
0.07%
$271,636
3,768 shares@ $72.1 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -1.67%
0.06%
$255,482
2,868 shares@ $89.09 avg price