Dominic DiGiacomo

@Cranbrook Wealth Management, Llc

Latest period2024 - Q4

Reported4d 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
CNDTConduent Inc Recent Activity New Position	0.01%	$768 190 shares@ $4.05 avg price	New Position
BLVVanguard Bd Index Fds Recent Activity New Position	0.01%	$753 11 shares@ $68.46 avg price	New Position
XLPSelect Sector Spdr Tr Recent Activity New Position	0.01%	$712 9 shares@ $79.12 avg price	New Position
CCKCrown Hldgs Inc Recent Activity New Position	0.01%	$662 8 shares@ $82.75 avg price	New Position
DANDana Inc Recent Activity New Position	0.01%	$636 55 shares@ $11.57 avg price	New Position
VRSNVerisign Inc Recent Activity New Position	0.01%	$621 3 shares@ $207.0 avg price	New Position
DVADavita Inc Recent Activity New Position	0.01%	$599 4 shares@ $149.75 avg price	New Position
PARAParamount Global Recent Activity New Position	0.01%	$565 54 shares@ $10.47 avg price	New Position
SIRISiriusxm Holdings Inc Recent Activity New Position	0.01%	$479 21 shares@ $22.81 avg price	New Position
SCHGSchwab Strategic Tr Recent Activity New Position	0.01%	$307 11 shares@ $27.91 avg price	New Position