Cranbrook Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $438 Million distributed in 376 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $47.5M, Ishares Core S&P 500 ETF with a value of $46.3M, Ishares Tr with a value of $32.4M, Vanguard Mid Cap ETF with a value of $26.7M, and Vanguard Total International B with a value of $21.7M.

Examining the 13F form we can see an increase of $31.4M in the current position value, from $406M to 438M.

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

Portfolio value $438 Million
ETFs: $393 Million
Technology: $14.3 Million
Healthcare: $10.8 Million
Financial Services: $5.35 Million
Industrials: $4.1 Million
Consumer Cyclical: $2.45 Million
Utilities: $1.74 Million
Basic Materials: $1.62 Million
Other: $3.68 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 376
  • Current Value $438 Million
  • Prior Value $406 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 72 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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