Cranbrook Wealth Management, LLC Reduced Holdings in Q3 2025

Cranbrook Wealth Management, LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-20.8K
- 47.33%
$81.14 - $87.32 $1.69M - $1.82M
23.2K $2.02M
XLV
Select Sector Spdr Fund Health

ETFs
-8.62K
- 83.23%
$129.01 - $139.72 $1.11M - $1.2M
1.74K $241K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.72K
- 6.77%
$282.75 - $294.19 $485K - $505K
23.6K $6.94M
IEMG
Ishares Inc

ETFs
-4.2K
- 6.19%
N/A
63.6K $3.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.33K
- 57.54%
$40.94 - $42.85 $218K - $228K
3.93K $165K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.04K
- 83.65%
$88.47 - $93.24 $181K - $190K
399 $36K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.28K
- 11.44%
$276.51 - $305.12 $355K - $391K
9.93K $2.96M
FRME
First Merchants Corp

Financial Services
-3.74K
- 32.7%
$37.07 - $41.88 $139K - $157K
7.71K $290K
SYK
Stryker Corp

Healthcare
-43
- 0.9%
$368.57 - $403.53 $15.8K - $17.4K
4.76K $1.76M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.46K
- 2.24%
$48.31 - $48.93 $167K - $169K
151K $7.38M
IYR
Ishares Tr

ETFs
-1.18K
- 88.75%
$94.16 - $98.46 $111K - $116K
149 $14K
IYH
Ishares Tr

ETFs
-1.73K
- 87.71%
$54.36 - $58.96 $94.3K - $102K
243 $14K
VTV
Vanguard Value ETF

ETFs
-3.54K
- 5.97%
$175.51 - $186.57 $621K - $660K
55.8K $10.4M
AMAT
Applied Materials Inc

Technology
-769
- 22.0%
$156.25 - $204.95 $120K - $158K
2.73K $558K
ED
Consolidated Edison Inc

Utilities
-757
- 32.25%
$95.57 - $105.36 $72.3K - $79.8K
1.59K $159K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.55K
- 15.77%
$66.38 - $71.68 $103K - $111K
8.28K $590K
ALC
Alcon Inc

Healthcare
-88
- 2.01%
$73.24 - $92.22 $6.45K - $8.12K
4.28K $318K
EFG
Msci Eafe Growth ETF

ETFs
-1.94K
- 2.34%
$106.99 - $114.46 $207K - $221K
80.7K $9.19M
IBM
International Business Machines Corp

Technology
-27
- 0.63%
$234.77 - $292.47 $6.34K - $7.9K
4.24K $1.2M
META
Meta Platforms, Inc.

Communication Services
-83
- 39.34%
$695.21 - $791.73 $57.7K - $65.7K
128 $94K
COIN
Coinbase Global, Inc.

Technology
-142
- 15.92%
$297.99 - $419.78 $42.3K - $59.6K
750 $253K
RODM
Hartford Multifactor Developed

ETFs
-2.44K
- 12.21%
$33.53 - $35.95 $81.7K - $87.6K
17.5K $622K
ABT
Abbott Laboratories

Healthcare
-220
- 1.76%
$120.51 - $136.62 $26.5K - $30.1K
12.3K $1.65M
IYM
Ishares Tr

ETFs
-407
- 45.12%
$138.95 - $150.69 $56.6K - $61.3K
495 $73K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.86K
- 5.88%
$62.09 - $66.51 $302K - $323K
77.8K $5.08M
CNP
Centerpoint Energy Inc

Utilities
-1.36K
- 54.86%
$35.77 - $39.16 $48.6K - $53.3K
1.12K $43K
CVX
Chevron Corp

Energy
-367
- 31.72%
$145.57 - $161.83 $53.4K - $59.4K
790 $122K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.5K
- 6.1%
$91.28 - $97.59 $228K - $244K
38.5K $3.69M
HYG
Ishares Tr

ETFs
-991
- 1.29%
$79.85 - $81.32 $79.1K - $80.6K
76K $6.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-358
- 25.68%
$97.75 - $100.75 $35K - $36.1K
1.04K $103K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-567
- 75.7%
$60.01 - $65.01 $34K - $36.9K
182 $11K
RSG
Republic Services, Inc.

Industrials
-110
- 92.44%
$225.33 - $246.01 $24.8K - $27.1K
9 $2K
DGRO
Ishares Core Dividend Growth E

ETFs
-524
- 26.64%
$64.12 - $68.08 $33.6K - $35.7K
1.44K $98K
ADP
Automatic Data Processing Inc

Industrials
-55
- 12.04%
$288.69 - $310.94 $15.9K - $17.1K
402 $117K
VDE
Vanguard Energy ETF

ETFs
-192
- 53.93%
$118.37 - $129.65 $22.7K - $24.9K
164 $20K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-206
- 24.15%
$126.64 - $135.65 $26.1K - $27.9K
647 $87K
LMT
Lockheed Martin Corp

Industrials
-56
- 21.88%
$410.74 - $499.21 $23K - $28K
200 $99K
KMI
Kinder Morgan, Inc.

Energy
-562
- 53.73%
$26.23 - $28.5 $14.7K - $16K
484 $13K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-419
- 0.55%
$78.11 - $79.07 $32.7K - $33.1K
75.9K $5.99M
XLB
Select Sector Spdr Fd Material

ETFs
-281
- 5.88%
$86.72 - $92.61 $24.4K - $26K
4.49K $402K
V
Visa Inc.

Financial Services
-41
- 45.05%
$332.09 - $358.86 $13.6K - $14.7K
50 $17K
ADBE
Adobe Inc.

Technology
-35
- 58.33%
$333.65 - $392.1 $11.7K - $13.7K
25 $8K
ACN
Accenture PLC

Technology
-42
- 59.15%
$232.56 - $304.78 $9.77K - $12.8K
29 $7K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.25K
- 6.93%
$195.41 - $212.37 $244K - $265K
16.8K $3.51M
NOW
Service Now, Inc.

Technology
-11
- 47.83%
$850.86 - $1044.69 $9.36K - $11.5K
12 $11K
MXI
Ishares Global Materials ETF

ETFs
-173
- 27.2%
$83.91 - $92.47 $14.5K - $16K
463 $42K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.41K
- 5.57%
$194.44 - $206.51 $274K - $291K
23.9K $4.93M
WMB
Williams Companies, Inc.

Energy
-160
- 47.48%
$56.52 - $64.01 $9.04K - $10.2K
177 $11K
BX
Blackstone Inc.

Financial Services
-63
- 70.0%
$152.77 - $188.68 $9.62K - $11.9K
27 $4K
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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