Cranbrook Wealth Management, LLC Purchases in Q3 2025

Cranbrook Wealth Management, LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
47K
+ 7.18%
$76.16 - $78.59 $3.58M - $3.69M
702K $54.8M
AAPL
Apple Inc.

Technology
2.53K
+ 10.06%
$202.38 - $256.87 $512K - $650K
27.7K $7.05M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
48.4K
+ 8.07%
$21.69 - $23.34 $1.05M - $1.13M
649K $15.1M
VO
Vanguard Mid Cap ETF

ETFs
230
+ 0.22%
$279.83 - $293.74 $64.4K - $67.6K
105K $30.8M
XLK
Technology Sector Spdr

ETFs
860
+ 2.68%
$250.97 - $282.66 $216K - $243K
32.9K $9.29M
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.7K
+ 89.23%
$47.03 - $47.97 $409K - $417K
18.4K $882K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.37K
+ 12.27%
$134.94 - $145.86 $185K - $200K
12.5K $1.83M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.21K
+ 9.15%
$49.78 - $50.75 $259K - $265K
62.2K $3.15M
COST
Costco Wholesale Corp

Consumer Defensive
275
+ 208.33%
$915.95 - $994.57 $252K - $274K
407 $376K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.2K
+ 4.95%
$87.05 - $93.19 $105K - $112K
25.5K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.64%
$617.65 - $666.84 $14.2K - $15.3K
3.63K $2.42M
AMZN
Amazon Com Inc

Consumer Cyclical
735
+ 17.2%
$211.65 - $238.24 $156K - $175K
5.01K $1.1M
MO
Altria Group, Inc.

Consumer Defensive
2.29K
+ 158.33%
$57.75 - $67.68 $132K - $155K
3.74K $246K
WM
Waste Management Inc

Industrials
724
+ 2681.48%
$213.88 - $237.1 $155K - $172K
751 $165K
T
At&T Inc.

Communication Services
5.38K
+ 100.71%
$26.94 - $29.62 $145K - $159K
10.7K $302K
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 46.84%
$293.94 - $444.72 $58.8K - $88.9K
627 $278K
VTI
Vanguard Total Stock Market Et

ETFs
362
+ 41.8%
$303.93 - $329.86 $110K - $119K
1.23K $402K
MCD
Mcdonalds Corp

Consumer Cyclical
400
+ 34.84%
$291.67 - $316.99 $117K - $127K
1.55K $470K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.35K
+ 7.69%
$46.86 - $48.27 $110K - $113K
32.9K $1.58M
JNJ
Johnson & Johnson

Healthcare
118
+ 3.7%
$155.17 - $185.42 $18.3K - $21.9K
3.31K $613K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
866
+ 3.97%
$41.34 - $45.65 $35.8K - $39.5K
22.7K $1.02M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
805
+ 9.26%
$72.65 - $78.68 $58.5K - $63.3K
9.5K $744K
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.14K
+ 28.03%
$29.12 - $29.34 $91.4K - $92.1K
14.3K $420K
XOM
Exxon Mobil Corp

Energy
639
+ 23.86%
$105.83 - $117.22 $67.6K - $74.9K
3.32K $373K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.56K
+ 4.58%
$28.38 - $29.05 $72.5K - $74.2K
58.3K $1.68M
TIP
Ishares Tr Tips Bd ETF

ETFs
219
+ 0.46%
$109.11 - $111.88 $23.9K - $24.5K
47.6K $5.3M
XLY
Select Sector Spdr Consumer Di

ETFs
272
+ 41.85%
$216.09 - $242.18 $58.8K - $65.9K
922 $220K
ETN
Eaton Corp PLC

Industrials
194
+ 54.49%
$342.99 - $392.76 $66.5K - $76.2K
550 $205K
LLY
Eli Lilly & CO

Healthcare
107
+ 43.32%
$625.65 - $812.69 $66.9K - $87K
354 $270K
KO
Coca Cola CO

Consumer Defensive
1.13K
+ 141.0%
$65.67 - $71.67 $74.1K - $80.8K
1.93K $127K
COP
Conocophillips

Energy
731
+ 514.79%
$91.0 - $98.99 $66.5K - $72.4K
873 $82K
RKT
Rocket Companies, Inc.

Financial Services
1K
+ 11.57%
$13.31 - $21.16 $13.3K - $21.2K
9.64K $186K
SO
Southern CO

Utilities
473
+ 7.84%
$90.83 - $96.0 $43K - $45.4K
6.51K $616K
PG
Procter & Gamble CO

Consumer Defensive
405
+ 69.47%
$150.47 - $161.22 $60.9K - $65.3K
988 $151K
MRK
Merck & Co., Inc.

Healthcare
478
+ 13.53%
$77.6 - $87.37 $37.1K - $41.8K
4.01K $336K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 7.09%
$459.11 - $506.91 $33.5K - $37K
1.1K $554K
IXUS
Ishares Tr

ETFs
614
+ 292.38%
$76.35 - $82.58 $46.9K - $50.7K
824 $68K
XLI
Industrial Sector Spdr

ETFs
303
+ 2020.0%
$147.94 - $154.99 $44.8K - $47K
318 $49K
VONG
Vanguard Russell 1000 Growth E

ETFs
375
New
$108.08 - $121.73 $40.5K - $45.6K
375 $45K
XLF
Financial Sector Spdr

ETFs
761
+ 801.05%
$51.37 - $54.25 $39.1K - $41.3K
856 $46K
BE
Bloom Energy Corp

Industrials
462
New
$22.13 - $86.27 $10.2K - $39.9K
462 $39K
KMB
Kimberly Clark Corp

Consumer Defensive
319
+ 151.9%
$121.72 - $136.77 $38.8K - $43.6K
529 $65K
VZ
Verizon Communications Inc

Communication Services
715
+ 50.53%
$40.84 - $45.06 $29.2K - $32.2K
2.13K $93K
CMCSA
Comcast Corp

Communication Services
1.11K
+ 146.5%
$31.41 - $36.33 $34.8K - $40.3K
1.87K $58K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
165
+ 3.06%
$42.26 - $47.16 $6.97K - $7.78K
5.56K $257K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
78
+ 0.38%
$48.5 - $50.19 $3.78K - $3.91K
20.4K $1.02M
WBD
Warner Bros. Discovery, Inc.

Communication Services
819
+ 73.78%
$10.78 - $19.82 $8.83K - $16.2K
1.93K $37K
BAC
Bank Of America Corp

Financial Services
414
+ 52.94%
$44.92 - $52.42 $18.6K - $21.7K
1.2K $61K
ACWI
Ishares Msci Acwi ETF

ETFs
171
New
$128.32 - $138.41 $21.9K - $23.7K
171 $23K
Activity Summary
Buys All Purchases 88 New Holdings 22 Increased Positions 66 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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