Cranbrook Wealth Management, LLC Reduced Holdings in Q1 2025

Cranbrook Wealth Management, LLC

  • $429 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-676
- 2.34%
$369.1 - $427.61 $250K - $289K
28.3K $10.5M
AAPL
Apple Inc.

Technology
-2.77K
- 9.95%
$209.68 - $247.1 $581K - $684K
25K $5.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
-342
- 0.55%
$92.45 - $106.69 $31.6K - $36.5K
62.2K $5.76M
BNDX
Vanguard Total International B

ETFs
-8.66K
- 2.0%
$48.33 - $49.5 $418K - $428K
423K $20.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.3K
- 2.69%
$57.21 - $65.8 $132K - $152K
83.2K $4.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
-760
- 2.91%
$237.72 - $276.98 $181K - $211K
25.4K $6.19M
IWM
Ishares Russell 2000 ETF

ETFs
-500
- 3.18%
$198.1 - $229.79 $99.1K - $115K
15.2K $3.05M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-638
- 1.51%
$81.62 - $96.63 $52.1K - $61.6K
41.5K $3.45M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-736
- 1.99%
$101.98 - $115.66 $75.1K - $85.1K
36.2K $3.69M
MSFT
Microsoft Corp

Technology
-87
- 1.2%
$375.39 - $447.2 $32.7K - $38.9K
7.16K $2.69M
MRK
Merck & Co., Inc.

Healthcare
-3.16K
- 47.03%
$83.01 - $101.02 $262K - $319K
3.55K $319K
AMZN
Amazon Com Inc

Consumer Cyclical
-696
- 13.04%
$190.26 - $242.06 $132K - $168K
4.64K $882K
VBR
Vanguard Small Cap Value ETF

ETFs
-32
- 0.18%
$183.02 - $207.75 $5.86K - $6.65K
17.9K $3.32M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-172
- 0.55%
$117.4 - $131.02 $20.2K - $22.5K
31.4K $3.74M
VIG
Vanguard Dividend Appreciation

ETFs
-974
- 16.58%
N/A
4.9K $892K
MRVL
Marvell Technology, Inc.

Technology
-93
- 2.76%
$61.57 - $126.06 $5.73K - $11.7K
3.28K $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-188
- 1.55%
$121.0 - $142.28 $22.7K - $26.7K
12K $1.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
-473
- 4.46%
$114.9 - $139.6 $54.3K - $66K
10.1K $1.19M
DHR
Danaher Corp

Healthcare
-315
- 13.63%
$201.62 - $250.59 $63.5K - $78.9K
2K $409K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.34K
- 2.61%
$47.59 - $48.33 $207K - $210K
162K $7.84M
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 27.72%
$142.06 - $167.7 $172K - $203K
3.16K $523K
IVE
Ishares S&P 500 Value ETF

ETFs
-285
- 1.15%
$185.78 - $198.58 $52.9K - $56.6K
24.5K $4.62M
OXY
Occidental Petroleum Corp

Energy
-2.1K
- 24.99%
$45.45 - $52.7 $95.6K - $111K
6.31K $311K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-609
- 2.73%
$37.84 - $44.02 $23K - $26.8K
21.7K $834K
SCHW
Schwab Charles Corp

Financial Services
-1.29K
- 74.08%
$71.24 - $83.64 $91.8K - $108K
451 $35K
DIS
Walt Disney CO

Communication Services
-696
- 47.9%
$96.87 - $114.0 $67.4K - $79.3K
757 $74K
CAT
Caterpillar Inc

Industrials
-19
- 0.85%
$326.75 - $407.63 $6.21K - $7.74K
2.23K $734K
VMC
Vulcan Materials CO

Basic Materials
-51
- 1.8%
$220.9 - $277.54 $11.3K - $14.2K
2.79K $650K
GOOG
Alphabet Inc.

Communication Services
-149
- 22.24%
$156.06 - $207.71 $23.3K - $30.9K
521 $81K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-29
- 2.7%
$497.6 - $606.74 $14.4K - $17.6K
1.04K $519K
IWS
Ishares Russell Midcap Value E

ETFs
-189
- 5.77%
$122.59 - $135.24 $23.2K - $25.6K
3.09K $385K
VNQ
Vanguard Specialized Funds Van

ETFs
-390
- 13.6%
$85.55 - $94.34 $33.4K - $36.8K
2.48K $222K
RODM
Hartford Multifactor Developed

ETFs
-3.03K
- 12.89%
$28.07 - $31.56 $84.9K - $95.5K
20.5K $636K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-684
- 66.02%
$46.06 - $46.94 $31.5K - $32.1K
352 $16K
ABT
Abbott Laboratories

Healthcare
-2.18K
- 16.28%
$111.1 - $140.22 $242K - $305K
11.2K $1.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-730
- 7.02%
$39.18 - $43.52 $28.6K - $31.8K
9.67K $400K
WDAY
Workday, Inc.

Technology
-38
- 6.64%
$233.53 - $277.82 $8.87K - $10.6K
534 $124K
HYG
Ishares Tr

ETFs
-407
- 0.51%
$78.51 - $80.11 $32K - $32.6K
79.7K $6.28M
XLY
Select Sector Spdr Consumer Di

ETFs
-1
- 0.15%
$192.6 - $233.2 $193 - $233
650 $128K
XLB
Select Sector Spdr Fd Material

ETFs
-257
- 4.62%
$83.19 - $90.99 $21.4K - $23.4K
5.31K $451K
ITW
Illinois Tool Works Inc

Industrials
-39
- 7.56%
$244.9 - $274.48 $9.55K - $10.7K
477 $118K
CSCO
Cisco Systems, Inc.

Technology
-486
- 6.25%
$58.74 - $64.87 $28.5K - $31.5K
7.29K $450K
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.14%
$142.64 - $156.42 $713 - $782
3.69K $553K
PFE
Pfizer Inc

Healthcare
-122
- 2.63%
$25.01 - $27.13 $3.05K - $3.31K
4.51K $114K
MU
Micron Technology Inc

Technology
-106
- 50.0%
$86.89 - $109.38 $9.21K - $11.6K
106 $9K
RWR
Spdr Dow Jones Reit ETF

ETFs
-56
- 21.88%
$95.15 - $104.06 $5.33K - $5.83K
200 $19K
VAW
Vanguard Materials ETF

ETFs
-25
- 1.21%
$185.71 - $202.46 $4.64K - $5.06K
2.04K $382K
TXN
Texas Instruments Inc

Technology
-31
- 14.9%
N/A
177 $34K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-73
- 78.49%
$51.45 - $58.51 $3.76K - $4.27K
20 $1K
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
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