CW

Cranbrook Wealth Management, LLC

13F
Cranbrook Wealth Management, LLC
Last update 2025-04-11 425 Stocks (51 new)
Value $431.00 Mil Turnover 1 %
Countries:
Top Holdings: BIV(11.67%)IVV(10.46%)IEFA(7.38%)VO(6.12%)BNDX(4.80%)
Summary Stock Picks Current Portfolio
Cranbrook Wealth Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIV 		Vanguard Intermediate-Term Bond ETF
656,177
50,243.5
+3.25%
11.670
+0.37%
0.230
+0.76%
+3.19%
23,075.3
 
IVV 		iShares Core S&P 500 ETF
80,159
45,041.4
+0.66%
10.460
+0.07%
0.010
+3.87%
+1.55%
585,405.8
 
IEFA 		iShares Core MSCI EAFE ETF
419,818
31,759.2
-0.50%
7.380
-0.03%
0.020
+7.69%
+18.57%
140,858.0
 
VO 		Vanguard Mid-Cap ETF
101,901
26,353.8
+0.68%
6.120
+0.04%
0.030
+5.55%
+4.28%
76,041.0
 
BNDX 		Vanguard Total International Bond ETF
423,169
20,659.1
-2.00%
4.800
-0.10%
0.030
+2.08%
+1.32%
64,843.8
 
SCHF 		Schwab International Equity ETF
591,511
11,700.1
+6.18%
2.720
+0.16%
0.030
+7.92%
+17.78%
48,025.2
 
IJR 		iShares Core S&P Small-Cap ETF
104,649
10,943.2
+4.10%
2.540
+0.10%
0.010
-0.51%
-7.38%
77,469.0
 
VUG 		Vanguard Growth ETF
28,265
10,481.3
-2.34%
2.430
-0.06%
0.010
+7.83%
+1.89%
152,020.0
 
VV 		Vanguard Large Cap ETF
38,959
10,013.6
+0.17%
2.330
0%
0.020
+5.41%
+3.01%
38,909.8
 
VTV 		Vanguard Value ETF
54,818
9,469.2
+0.15%
2.200
0%
0.010
-0.34%
+1.78%
129,534.4
 

Cranbrook Wealth Management, LLC's Historical Top Holdings Breakdowns

Cranbrook Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.37%
●
73.78 ($75.44) 76.59
$75.84
0.53%
Add 3.25%
656,177
20,682
AAPL 		Apple Inc2025-03-31Reduce
-0.16%
●
209.68 ($231.67) 247.1
$200.63
-13.40%
Reduce -9.95%
25,048
-2,769
SCHF 		Schwab International Equity ETF2025-03-31Add
+0.16%
●
18.36 ($19.62) 20.51
$21.86
11.39%
Add 6.18%
591,511
34,448
XLK 		Technology Select Sector SPDR ETF2025-03-31Add
+0.11%
●
206.38 ($226.74) 242.18
$238.60
5.23%
Add 7.71%
30,642
2,193
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.10%
●
102.49 ($112.84) 119.96
$106.39
-5.72%
Add 4.1%
104,649
4,126
BNDX 		Vanguard Total International Bond ETF2025-03-31Reduce
-0.10%
●
48.33 ($48.9) 49.5
$49.22
0.65%
Reduce -2%
423,169
-8,656
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.07%
●
554.06 ($590.51) 615.85
$601.52
1.86%
Add 0.66%
80,159
526
MRK 		Merck & Co Inc2025-03-31Reduce
-0.07%
●
83.01 ($93.37) 101.02
$77.62
-16.87%
Reduce -47.03%
3,554
-3,156
ABT 		Abbott Laboratories2025-03-31Reduce
-0.06%
●
111.1 ($127.27) 140.22
$134.38
5.59%
Reduce -16.28%
11,185
-2,175
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF2025-03-31Add
+0.06%
●
27.64 ($28.14) 28.58
$28.30
0.59%
Add 17.69%
56,937
8,558

Cranbrook Wealth Management, LLC Total Holding History ($B)

To

Cranbrook Wealth Management, LLC's Asset Allocation

To

Cranbrook Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cranbrook Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Cranbrook Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cranbrook Wealth Management, LLC's Holdings Heat Map

Size field:

Cranbrook Wealth Management, LLC's Holdings Bubble Chart

Cranbrook Wealth Management, LLC News

  • 1

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