Cranbrook Wealth Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $406 Million distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.3M, Vanguard Bd Index Fd Inc Inter with a value of $42.7M, Ishares Tr with a value of $30M, Vanguard Mid Cap ETF with a value of $24.9M, and Vanguard Total International B with a value of $21.3M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $395M to 406M.

Below you can find more details about Cranbrook Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $406 Million
ETFs: $371 Million
Technology: $12.4 Million
Healthcare: $6.81 Million
Financial Services: $4.54 Million
Industrials: $2.78 Million
Consumer Cyclical: $2.54 Million
Utilities: $1.51 Million
Energy: $1.27 Million
Other: $3.36 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $406 Million
  • Prior Value $395 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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