Cranbrook Wealth Management, LLC Incresed Positions in Q4 2024

Cranbrook Wealth Management, LLC

  • $431 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10
+ 0.04%
$221.69 - $259.02 $2.22K - $2.59K
27.8K $6.97M
JPM
Jpmorgan Chase & CO

Financial Services
186
+ 1.66%
$205.18 - $250.29 $38.2K - $46.6K
11.4K $2.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
457
+ 14.7%
$567.81 - $607.81 $259K - $278K
3.57K $2.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.15K
+ 12.9%
$48.33 - $49.08 $297K - $302K
53.8K $2.6M
XLK
Technology Sector Spdr

ETFs
240
+ 0.85%
$220.26 - $241.44 $52.9K - $57.9K
28.4K $6.61M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.88K
+ 48.28%
$49.79 - $51.14 $243K - $250K
15K $751K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.22K
+ 12.63%
$124.61 - $133.96 $152K - $163K
10.9K $1.4M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.53K
+ 18.43%
$27.8 - $29.05 $209K - $219K
48.4K $1.35M
NVDA
Nvidia Corp

Technology
624
+ 11.71%
$117.0 - $148.88 $73K - $92.9K
5.95K $799K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.35K
+ 17.05%
$46.33 - $48.6 $201K - $211K
29.9K $1.39M
VB
Vanguard Small Cap ETF

ETFs
219
+ 1.98%
$233.76 - $261.58 $51.2K - $57.3K
11.3K $2.72M
ISRG
Intuitive Surgical Inc

Healthcare
121
+ 98.37%
$471.27 - $550.62 $57K - $66.6K
244 $127K
CSCO
Cisco Systems, Inc.

Technology
385
+ 5.21%
$52.45 - $60.02 $20.2K - $23.1K
7.78K $460K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.72K
+ 19.02%
$28.88 - $29.33 $49.8K - $50.6K
10.8K $312K
SCHW
Schwab Charles Corp

Financial Services
380
+ 27.94%
$63.31 - $82.85 $24.1K - $31.5K
1.74K $128K
GOOG
Alphabet Inc.

Communication Services
145
+ 27.62%
$163.08 - $198.16 $23.6K - $28.7K
670 $127K
SYK
Stryker Corp

Healthcare
114
+ 2.35%
$345.14 - $392.15 $39.3K - $44.7K
4.98K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
200
+ 46.19%
$161.05 - $179.7 $32.2K - $35.9K
633 $106K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 4.14%
$521.84 - $558.82 $20.4K - $21.8K
980 $528K
VMC
Vulcan Materials CO

Basic Materials
35
+ 1.25%
$237.95 - $292.31 $8.33K - $10.2K
2.84K $730K
PAYX
Paychex Inc

Industrials
120
+ 6.94%
$135.86 - $148.73 $16.3K - $17.8K
1.85K $259K
AVGO
Broadcom Inc.

Technology
25
+ 7.58%
$159.67 - $250.0 $3.99K - $6.25K
355 $82K
ITOT
Ishares Core S&P Total U.S. St

ETFs
78
+ 3.53%
$124.26 - $134.12 $9.69K - $10.5K
2.29K $294K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29.7K
+ 4.91%
$74.5 - $78.37 $2.21M - $2.33M
635K $47.5M
IEMG
Ishares Inc

ETFs
288
+ 0.42%
N/A
68.2K $3.66M
MS
Morgan Stanley

Financial Services
1
+ 0.14%
$104.42 - $134.99 $104 - $135
723 $90K
IEP
Icahn Enterprises L.P.

Industrials
1.64K
+ 682.08%
$8.67 - $15.49 $14.2K - $25.4K
1.88K $16K
ABT
Abbott Laboratories

Healthcare
207
+ 1.57%
$111.93 - $119.39 $23.2K - $24.7K
13.4K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 2.16%
$280.04 - $302.45 $5.04K - $5.44K
853 $247K
BAC
Bank Of America Corp

Financial Services
195
+ 35.58%
$39.22 - $47.77 $7.65K - $9.32K
743 $32K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.91K
+ 3.86%
$106.33 - $110.69 $203K - $211K
51.3K $5.47M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.1%
$51.92 - $59.94 $104 - $120
1.91K $108K
NVO
Novo Nordisk A S

Healthcare
100
+ 1000.0%
$85.0 - $120.04 $8.5K - $12K
110 $9K
BSX
Boston Scientific Corp

Healthcare
94
+ 376.0%
$83.62 - $91.5 $7.86K - $8.6K
119 $10K
AXP
American Express CO

Financial Services
24
+ 38.1%
$267.35 - $305.57 $6.42K - $7.33K
87 $25K
LNG
Cheniere Energy, Inc.

Energy
3
+ 2.16%
$181.07 - $225.92 $543 - $678
142 $30K
ZTS
Zoetis Inc.

Healthcare
55
+ 41.98%
$162.24 - $194.42 $8.92K - $10.7K
186 $30K
C
Citigroup Inc

Financial Services
11
+ 1.85%
$61.31 - $72.5 $674 - $798
606 $42K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.15%
$43.37 - $51.46 $86.7 - $103
1.38K $66K
PWR
Quanta Services, Inc.

Industrials
11
+ 42.31%
$296.05 - $346.6 $3.26K - $3.81K
37 $11K
NWL
Newell Brands Inc.

Consumer Defensive
192
+ 29.86%
$7.18 - $11.63 $1.38K - $2.23K
835 $8K
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.88%
$49.06 - $57.74 $687 - $808
1.61K $84K
META
Meta Platforms, Inc.

Communication Services
2
+ 1.59%
$554.08 - $632.68 $1.11K - $1.27K
128 $75K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 2.0%
$370.24 - $418.94 $740 - $838
102 $40K
KHC
Kraft Heinz CO

Consumer Defensive
94
+ 37.75%
$30.1 - $36.02 $2.83K - $3.39K
343 $10K
V
Visa Inc.

Financial Services
1
+ 2.04%
$273.87 - $320.91 $274 - $321
50 $15K
KR
Kroger CO

Consumer Defensive
12
+ 3.75%
$55.21 - $63.3 $663 - $760
332 $20K
ALL
Allstate Corp

Financial Services
1
+ 1.49%
$181.25 - $208.2 $181 - $208
68 $13K
BHC
Bausch Health Companies Inc.

Healthcare
192
+ 2742.86%
$7.34 - $9.78 $1.41K - $1.88K
199 $1K
Activity Summary
Buys All Purchases 125 New Holdings 45 Increased Positions 80 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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