Top 5 1st Quarter Trades of Cranbrook Wealth Management, LLC

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May 12, 2022
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Cranbrook Wealth Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

901 Wilshire Drive Troy, MI 48084

As of the latest 13F report, the guru’s equity portfolio contained 364 stocks valued at a total of $460,000,000. The top holdings were IVV(9.88%), IEFA(7.64%), and VO(6.76%).

According to GuruFocus data, these were Cranbrook Wealth Management, LLC’s top five trades of the quarter.

iShares Core MSCI EAFE ETF


During the quarter, Cranbrook Wealth Management, LLC bought 45,796 shares of BATS:IEFA for a total holding of 505,277. The trade had a 0.69% impact on the equity portfolio. During the quarter, the stock traded for an average price of $70.74.

On 05/12/2022, iShares Core MSCI EAFE ETF traded for a price of $61.35 per share and a market cap of $88,687,560,000. The stock has returned -15.36% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 14.06 and a price-book ratio of 1.69.

iShares Core S&P 500 ETF


During the quarter, Cranbrook Wealth Management, LLC bought 6,452 shares of ARCA:IVV for a total holding of 100,098. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $445.9.

On 05/12/2022, iShares Core S&P 500 ETF traded for a price of $393.81 per share and a market cap of $278,778,099,000. The stock has returned -3.91% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 21.66 and a price-book ratio of 4.16.

Vanguard Total International Bond ETF


During the quarter, Cranbrook Wealth Management, LLC bought 33,339 shares of NAS:BNDX for a total holding of 566,130. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.61.

On 05/12/2022, Vanguard Total International Bond ETF traded for a price of $51 per share and a market cap of $44,984,699,000. The stock has returned -7.21% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard Total International Bond ETF has a price-earnings ratio of 5.42 and a price-book ratio of 1.76.

Vanguard Mid-Cap ETF


During the quarter, Cranbrook Wealth Management, LLC bought 7,341 shares of ARCA:VO for a total holding of 130,578. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $234.02.

On 05/12/2022, Vanguard Mid-Cap ETF traded for a price of $205.63 per share and a market cap of $48,090,699,000. The stock has returned -9.75% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard Mid-Cap ETF has a price-earnings ratio of 21.05 and a price-book ratio of 3.26.

iShares Core S&P Small-Cap ETF


During the quarter, Cranbrook Wealth Management, LLC bought 10,162 shares of ARCA:IJR for a total holding of 131,820. The trade had a 0.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $107.76.

On 05/12/2022, iShares Core S&P Small-Cap ETF traded for a price of $95.2 per share and a market cap of $63,084,281,000. The stock has returned -13.08% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P Small-Cap ETF has a price-earnings ratio of 14.19 and a price-book ratio of 1.92.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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