Cranbrook Wealth Management, LLC Purchases in Q2 2025

Cranbrook Wealth Management, LLC

  • $468 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.1K
+ 6.36%
$498.8 - $620.9 $2.54M - $3.17M
85.3K $52.9M
VO
Vanguard Mid Cap ETF

ETFs
2.68K
+ 2.63%
$228.54 - $279.83 $611K - $749K
105K $29.3M
VUG
Vanguard Growth ETF

ETFs
1.28K
+ 4.53%
$329.49 - $438.4 $422K - $562K
29.5K $13M
XLK
Technology Sector Spdr

ETFs
1.44K
+ 4.7%
$179.73 - $253.23 $259K - $365K
32.1K $8.12M
MUB
Ishares National Muni Bond ETF

ETFs
14.8K
New
$102.31 - $105.8 $1.52M - $1.57M
14.8K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.72K
+ 1.47%
$17.76 - $22.1 $155K - $193K
600K $13.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.93K
+ 6.62%
$90.56 - $109.49 $628K - $759K
112K $12.2M
VV
Vanguard Large Cap ETF

ETFs
255
+ 0.65%
$228.25 - $285.3 $58.2K - $72.8K
39.2K $11.2M
VTV
Vanguard Value ETF

ETFs
4.51K
+ 8.22%
$153.67 - $176.74 $692K - $796K
59.3K $10.5M
EFG
Msci Eafe Growth ETF

ETFs
1.48K
+ 1.82%
$89.8 - $112.0 $133K - $165K
82.6K $9.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.43K
+ 1.26%
$39.89 - $49.46 $97.1K - $120K
195K $9.64M
DTE
Dte Energy CO

Utilities
4.99K
+ 322.55%
$127.39 - $139.49 $636K - $696K
6.54K $866K
DSI
Ishares Msci Kld 400 Social Et

ETFs
593
+ 1.64%
$91.62 - $116.16 $54.3K - $68.9K
36.8K $4.28M
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 0.65%
$210.28 - $289.91 $15.4K - $21.2K
11.2K $3.26M
EFV
Msci Eafe Value ETF

ETFs
4.01K
+ 6.14%
$52.4 - $64.65 $210K - $259K
69.2K $4.39M
IWB
Ishares Tr Russell 1000 ETF

ETFs
66
+ 0.66%
$272.36 - $339.57 $18K - $22.4K
10.1K $3.41M
NVDA
Nvidia Corp

Technology
251
+ 3.89%
$94.31 - $157.99 $23.7K - $39.7K
6.7K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
791
+ 3.23%
$168.34 - $195.42 $133K - $155K
25.3K $4.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
440
+ 1.05%
$141.87 - $164.49 $62.4K - $72.4K
42.3K $6.95M
VBK
Vanguard Small Cap Growth ETF

ETFs
104
+ 0.94%
$219.76 - $276.94 $22.9K - $28.8K
11.2K $3.11M
DTM
Dt Midstream, Inc.

Energy
2.5K
+ 412.71%
$87.23 - $109.91 $218K - $275K
3.11K $341K
HEEM
Ishares Currency Hedged Msci E

ETFs
8.17K
New
$24.94 - $30.1 $204K - $246K
8.17K $246K
ABT
Abbott Laboratories

Healthcare
1.34K
+ 12.0%
$123.95 - $138.08 $166K - $185K
12.5K $1.7M
IBM
International Business Machines Corp

Technology
20
+ 0.47%
$221.03 - $294.78 $4.42K - $5.9K
4.26K $1.26M
XLU
Utilities Sector Spdr

ETFs
471
+ 1.08%
$73.09 - $82.77 $34.4K - $39K
44K $3.6M
VBR
Vanguard Small Cap Value ETF

ETFs
138
+ 0.77%
$162.76 - $195.77 $22.5K - $27K
18K $3.52M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
250
+ 2.29%
$108.06 - $135.3 $27K - $33.8K
11.2K $1.51M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.97K
New
$48.46 - $50.2 $144K - $149K
2.97K $147K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 10.4%
$456.74 - $568.03 $55.7K - $69.3K
1.3K $735K
RTX
Raytheon Technologies Corp

Industrials
354
+ 6.36%
$113.75 - $148.48 $40.3K - $52.6K
5.92K $865K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.02%
$108.87 - $133.04 $218 - $266
12K $1.59M
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.16K
+ 28.49%
$44.64 - $47.48 $96.5K - $103K
9.75K $462K
ED
Consolidated Edison Inc

Utilities
1.06K
+ 82.65%
$98.05 - $113.3 $104K - $120K
2.35K $235K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
725
+ 0.96%
$77.74 - $78.78 $56.4K - $57.1K
76.3K $6M
TQQQ
Proshares Ultrapro Qqq

ETFs
1.04K
New
$38.9 - $83.0 $40.6K - $86.7K
1.04K $85K
META
Meta Platforms, Inc.

Communication Services
83
+ 64.84%
$484.66 - $738.09 $40.2K - $61.3K
211 $155K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.77K
New
$32.41 - $42.59 $57.2K - $75.2K
1.77K $75K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
142
+ 0.66%
$33.46 - $41.33 $4.75K - $5.87K
21.8K $901K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
763
New
$72.61 - $88.75 $55.4K - $67.7K
763 $67K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
808
New
$67.03 - $80.35 $54.2K - $64.9K
808 $64K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 3.93%
$462.22 - $707.75 $5.55K - $8.49K
317 $224K
AVGO
Broadcom Inc.

Technology
54
+ 15.21%
$146.29 - $275.65 $7.9K - $14.9K
409 $112K
GOOGL
Alphabet Inc.

Communication Services
109
+ 7.19%
$144.7 - $178.6 $15.8K - $19.5K
1.63K $286K
ETN
Eaton Corp PLC

Industrials
71
+ 24.91%
$246.52 - $356.99 $17.5K - $25.3K
356 $127K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
358
+ 34.56%
$96.84 - $99.46 $34.7K - $35.6K
1.39K $138K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
629
+ 13.2%
$35.35 - $42.68 $22.2K - $26.8K
5.4K $229K
ITOT
Ishares Core S&P Total U.S. St

ETFs
27
+ 1.17%
$108.12 - $135.04 $2.92K - $3.65K
2.33K $313K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
560
+ 296.3%
$49.48 - $61.22 $27.7K - $34.3K
749 $45K
WMT
Walmart Inc.

Consumer Defensive
87
+ 3.5%
$81.79 - $99.98 $7.12K - $8.7K
2.58K $251K
Activity Summary
Buys All Purchases 113 New Holdings 28 Increased Positions 85 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cranbrook Wealth Management, LLC Portfolio

Follow Cranbrook Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cranbrook Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cranbrook Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email