Cranbrook Wealth Management, LLC Incresed Positions 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 - $78.28 $221K - $225K
75.6K $5.91M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.56K
+ 17.69%
$27.64 - $28.58 $237K - $245K
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 - $49.9 $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
CVX
Chevron Corp

Energy
30
+ 2.7%
$146.71 - $167.97 $4.4K - $5.04K
1.14K $190K
IEMG
Ishares Inc

ETFs
553
+ 0.81%
N/A
68.7K $3.69M
T
At&T Inc.

Communication Services
133
+ 3.14%
$21.56 - $28.28 $2.87K - $3.76K
4.36K $123K
SPTS
Spdr Portfolio Short Term Trea

ETFs
597
+ 5.53%
$28.92 - $29.24 $17.3K - $17.5K
11.4K $332K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
94
+ 1.63%
$32.74 - $36.2 $3.08K - $3.4K
5.86K $205K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.88%
$725.72 - $929.72 $1.45K - $1.86K
230 $189K
KO
Coca Cola CO

Consumer Defensive
65
+ 7.28%
$60.81 - $72.32 $3.95K - $4.7K
958 $68K
XEL
Xcel Energy Inc

Utilities
45
+ 1.55%
$63.37 - $72.1 $2.85K - $3.24K
2.95K $208K
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
UNH
Unitedhealth Group Inc

Healthcare
14
+ 19.18%
$461.52 - $548.18 $6.46K - $7.67K
87 $45K
MMM
3 M CO

Industrials
27
+ 13.5%
$129.7 - $155.12 $3.5K - $4.19K
227 $33K
KR
Kroger CO

Consumer Defensive
87
+ 26.2%
$58.36 - $67.72 $5.08K - $5.89K
419 $28K
ENB
Enbridge Inc

Energy
86
+ 5.64%
$41.54 - $45.45 $3.57K - $3.91K
1.61K $71K
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
DE
Deere & CO

Industrials
11
+ 55.0%
$408.57 - $509.27 $4.49K - $5.6K
31 $14K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 73.68%
$112.81 - $126.16 $4.74K - $5.3K
99 $12K
VZ
Verizon Communications Inc

Communication Services
50
+ 8.33%
$37.81 - $46.49 $1.89K - $2.32K
650 $29K
PNC
Pnc Financial Services Group, Inc.

Financial Services
27
+ 300.0%
$168.84 - $202.89 $4.56K - $5.48K
36 $6K
MDLZ
Mondelez International, Inc.

Consumer Defensive
61
+ 78.21%
$56.12 - $68.15 $3.42K - $4.16K
139 $9K
VDE
Vanguard Energy ETF

ETFs
21
+ 5.9%
$119.14 - $132.76 $2.5K - $2.79K
377 $48K
CI
Cigna Corp

Healthcare
12
+ 133.33%
$274.49 - $329.0 $3.29K - $3.95K
21 $6K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 2.37%
$158.56 - $176.26 $2.38K - $2.64K
648 $110K
GD
General Dynamics Corp

Industrials
14
+ 28.0%
$241.94 - $272.58 $3.39K - $3.82K
64 $17K
ETN
Eaton Corp PLC

Industrials
64
+ 28.96%
$271.83 - $371.23 $17.4K - $23.8K
285 $77K
CMCSA
Comcast Corp

Communication Services
113
+ 38.44%
$33.19 - $38.23 $3.75K - $4.32K
407 $15K
AXP
American Express CO

Financial Services
18
+ 20.69%
$255.39 - $325.87 $4.6K - $5.87K
105 $28K
XLC
Select Sector Spdr Tr Communic

ETFs
13
+ 65.0%
$94.84 - $105.31 $1.23K - $1.37K
33 $3K
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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