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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
CVXChevron Corp New
Recent Activity
Decreased -4.63%
0.04%
$160,810
1,110 shares@ $144.88 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -3.75%
0.04%
$150,171
513 shares@ $292.74 avg price
IYMIshares Tr
Recent Activity
Decreased -2.04%
0.03%
$124,727
960 shares@ $129.93 avg price
SUSAIshares Tr
Recent Activity
Decreased -8.59%
0.03%
$108,597
893 shares@ $121.61 avg price
CNPCenterpoint Energy Inc
Recent Activity
Decreased -41.38%
0.02%
$78,659
2,479 shares@ $31.74 avg price
FFord Mtr Co
Recent Activity
Decreased -3.88%
0.02%
$68,320
6,901 shares@ $9.91 avg price
XBISpdr Ser Tr
Recent Activity
Decreased -25.86%
0.02%
$51,875
576 shares@ $90.07 avg price