Cranbrook Wealth Management, LLC Purchases in Q1 2025

Cranbrook Wealth Management, LLC

  • $429 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
3
+ 4.23%
N/A
74 $0
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 10.0%
$95.53 - $112.45 $95.5 - $112
11 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
120
New
$3.92 - $5.92 $470 - $710
120 $0
TRS
Trimas Corp

Consumer Cyclical
1
+ 0.83%
$20.49 - $25.42 $20.5 - $25.4
121 $2K
MS
Morgan Stanley

Financial Services
56
+ 7.75%
$111.68 - $141.08 $6.25K - $7.9K
779 $90K
SOXX
Ishares Semiconductor ETF

ETFs
5
New
$188.17 - $235.81 $941 - $1.18K
5 $0
Solventum Corp
6
+ 12.24%
N/A
55 $0
KBE
Spdr S&P Bank ETF

ETFs
19
New
$51.28 - $59.92 $974 - $1.14K
19 $0
FDX
Fedex Corp

Industrials
1
+ 2.27%
$230.33 - $281.53 $230 - $282
45 $10K
HAL
Halliburton CO

Energy
7
+ 0.6%
$24.15 - $29.9 $169 - $209
1.18K $29K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 1.67%
$524.81 - $672.19 $2.62K - $3.36K
305 $166K
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.94%
$271.18 - $303.12 $2.17K - $2.42K
861 $235K
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.35%
$120.29 - $134.6 $962 - $1.08K
2.3K $278K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 1.15%
$347.25 - $424.87 $4.86K - $5.95K
1.23K $451K
SPY
Spdr S&P 500 ETF Trust

ETFs
74
+ 2.08%
$551.42 - $612.93 $40.8K - $45.4K
3.64K $2.04M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
49
+ 0.45%
$120.24 - $134.3 $5.89K - $6.58K
10.9K $1.32M
COIN
Coinbase Global, Inc.

Technology
53
+ 4.64%
$172.23 - $301.3 $9.13K - $16K
1.2K $205K
NVDA
Nvidia Corp

Technology
500
+ 8.4%
$106.98 - $149.43 $53.5K - $74.7K
6.45K $699K
VOE
Vanguard Mid Cap Value Index F

ETFs
77
+ 0.18%
$156.61 - $168.02 $12.1K - $12.9K
41.8K $6.65M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.06%
$302.31 - $337.54 $1.81K - $2.03K
9.99K $3.05M
VBK
Vanguard Small Cap Growth ETF

ETFs
127
+ 1.16%
$247.97 - $296.33 $31.5K - $37.6K
11.1K $2.81M
XLK
Technology Sector Spdr

ETFs
2.19K
+ 7.71%
$206.38 - $242.18 $453K - $531K
30.6K $6.32M
VO
Vanguard Mid Cap ETF

ETFs
684
+ 0.68%
$251.87 - $277.95 $172K - $190K
102K $26.2M
VV
Vanguard Large Cap ETF

ETFs
68
+ 0.17%
$253.32 - $282.66 $17.2K - $19.2K
39K $9.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.13K
+ 4.1%
$102.49 - $119.96 $423K - $495K
105K $10.9M
IVV
Ishares Core S&P 500 ETF

ETFs
526
+ 0.66%
$554.06 - $615.85 $291K - $324K
80.2K $44.7M
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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