Cranbrook Wealth Management, LLC Purchases in Q1 2025

Cranbrook Wealth Management, LLC

  • $429 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20.7K
+ 3.25%
$73.78 - $76.59 $1.53M - $1.58M
656K $50.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.4K
+ 6.18%
$18.36 - $20.51 $632K - $707K
592K $11.8M
EFV
Msci Eafe Value ETF

ETFs
891
+ 1.39%
$51.88 - $60.73 $46.2K - $54.1K
65.2K $3.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.07K
+ 2.16%
$42.5 - $46.71 $173K - $190K
192K $8.72M
EFG
Msci Eafe Growth ETF

ETFs
182
+ 0.22%
$96.1 - $106.37 $17.5K - $19.4K
81.2K $8.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.87K
+ 3.95%
$76.94 - $78.24 $221K - $225K
75.6K $5.91M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.56K
+ 17.69%
$27.64 - $28.52 $237K - $244K
56.9K $1.62M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.54K
+ 36.92%
$49.25 - $50.66 $273K - $280K
20.5K $1.02M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.35K
+ 6.23%
$48.43 - $49.86 $162K - $167K
57.1K $2.85M
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.55K
+ 88.05%
$46.82 - $47.8 $166K - $170K
7.59K $356K
TSLA
Tesla, Inc.

Consumer Cyclical
420
+ 6000.0%
$222.15 - $428.22 $93.3K - $180K
427 $110K
F
Ford Motor CO

Consumer Cyclical
10.4K
+ 150.14%
$9.12 - $10.43 $94.5K - $108K
17.3K $173K
VTV
Vanguard Value ETF

ETFs
83
+ 0.15%
$167.73 - $179.21 $13.9K - $14.9K
54.8K $9.36M
XLV
Select Sector Spdr Fund Health

ETFs
152
+ 1.45%
$137.61 - $149.68 $20.9K - $22.8K
10.6K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
193
+ 19.69%
$507.05 - $563.67 $97.9K - $109K
1.17K $599K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
656
+ 2.2%
$45.92 - $47.58 $30.1K - $31.2K
30.5K $1.44M
XOM
Exxon Mobil Corp

Energy
121
+ 4.61%
$105.44 - $118.93 $12.8K - $14.4K
2.75K $326K
PM
Philip Morris International Inc.

Consumer Defensive
49
+ 5.43%
$117.15 - $158.79 $5.74K - $7.78K
952 $151K
NFG
National Fuel Gas CO

Energy
506
New
$60.71 - $79.19 $30.7K - $40.1K
506 $40K
IEMG
Ishares Inc

ETFs
553
+ 0.81%
N/A
68.7K $3.69M
CVX
Chevron Corp

Energy
30
+ 2.7%
$146.71 - $167.97 $4.4K - $5.04K
1.14K $190K
T
At&T Inc.

Communication Services
133
+ 3.14%
$21.56 - $28.28 $2.87K - $3.76K
4.36K $123K
IRM
Iron Mountain Inc

Real Estate
300
New
$82.79 - $111.31 $24.8K - $33.4K
300 $25K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
346
New
$66.3 - $74.17 $22.9K - $25.7K
346 $23K
SPTS
Spdr Portfolio Short Term Trea

ETFs
597
+ 5.53%
$28.92 - $29.22 $17.3K - $17.4K
11.4K $332K
FENY
Fidelity Covington Tr Msci Ene

ETFs
805
New
$23.24 - $26.16 $18.7K - $21.1K
805 $20K
AEE
Ameren Corp

Utilities
150
New
$86.87 - $103.67 $13K - $15.6K
150 $15K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
139
New
$97.38 - $104.52 $13.5K - $14.5K
139 $14K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
94
+ 1.63%
$32.74 - $36.2 $3.08K - $3.4K
5.86K $205K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
193
New
$65.44 - $70.64 $12.6K - $13.6K
193 $13K
KO
Coca Cola CO

Consumer Defensive
65
+ 7.28%
$60.81 - $72.32 $3.95K - $4.7K
958 $68K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.88%
$725.72 - $929.72 $1.45K - $1.86K
230 $189K
XEL
Xcel Energy Inc

Utilities
45
+ 1.55%
$63.37 - $72.1 $2.85K - $3.24K
2.95K $208K
LNT
Alliant Energy Corp

Utilities
188
New
$56.66 - $66.04 $10.7K - $12.4K
188 $12K
WFC
Wells Fargo & Company

Financial Services
124
+ 8.7%
$66.78 - $81.42 $8.28K - $10.1K
1.55K $111K
BAC
Bank Of America Corp

Financial Services
306
+ 41.18%
$39.61 - $47.74 $12.1K - $14.6K
1.05K $43K
IEP
Icahn Enterprises L.P.

Industrials
1.07K
+ 56.9%
$8.87 - $10.43 $9.47K - $11.1K
2.95K $26K
CMS
Cms Energy Corp

Utilities
42
+ 4.81%
$64.99 - $75.11 $2.73K - $3.15K
915 $68K
CB
Chubb LTD

Financial Services
32
New
$257.71 - $301.99 $8.25K - $9.66K
32 $9K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 19.18%
$461.52 - $548.18 $6.46K - $7.67K
87 $45K
KR
Kroger CO

Consumer Defensive
87
+ 26.2%
$58.36 - $67.72 $5.08K - $5.89K
419 $28K
MMM
3 M CO

Industrials
27
+ 13.5%
$129.7 - $155.12 $3.5K - $4.19K
227 $33K
ENB
Enbridge Inc

Energy
86
+ 5.64%
$41.54 - $45.45 $3.57K - $3.91K
1.61K $71K
EPD
Enterprise Products Partners L.P.

Energy
225
New
$31.75 - $34.14 $7.14K - $7.68K
225 $7K
LMT
Lockheed Martin Corp

Industrials
35
+ 17.5%
$423.19 - $506.29 $14.8K - $17.7K
235 $104K
K
Kellogg CO

Consumer Defensive
71
+ 46.71%
$81.06 - $82.9 $5.76K - $5.89K
223 $18K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 73.68%
$112.81 - $126.16 $4.74K - $5.3K
99 $12K
VGSH
Vanguard

ETFs
112
New
$58.07 - $58.68 $6.5K - $6.57K
112 $6K
GE
General Electric CO

Industrials
31
New
$168.59 - $212.13 $5.23K - $6.58K
31 $6K
Activity Summary
Buys All Purchases 127 New Holdings 51 Increased Positions 76 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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