Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
47
8
5
3
7
0
27
6
4
CRANBROOK WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings259

Total Value ($x1000)347,012
Activities
New11

Increased45

Unchanged168

Decreased35

Sold Out17

Top 10 Stock Holdingstotal 47.13%
CASH10.99

IVV5.94

VO4.54

BNDX4.48

BIV4.4

 
VUG3.87

VTV3.58

EFG3.54

RODM3.15

VOE2.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CASH
10.99%
COM
IVV
5.94%
CORE S&P500 ETF
VO
4.54%
MID CAP ETF
BNDX
4.48%
INTL BD IDX ETF
BIV
4.4%
INTERMED TERM
VUG
3.87%
GROWTH ETF
VTV
3.58%
VALUE ETF
EFG
3.54%
EAFE GRWTH ETF
RODM
3.15%
DEV MK X US ST
VOE
2.64%
MCAP VL IDXVIP
IEFA
2.37%
CORE MSCI EAFE
VWO
2.26%
FTSE EMR MKT ETF
VOT
2.21%
MCAP GR IDXVIP
RFDI
2.11%
RIVRFRNT DYN DEV
IJR
2.11%
CORE S&P SCP ETF
FTSL
1.94%
SENIOR LN FD
EFV
1.72%
EAFE VALUE ETF
BSV
1.7%
SHORT TRM BOND
IVW
1.69%
S&P 500 GRWT ETF
IVE
1.62%
S&P 500 VAL ETF
IJJ
1.59%
S&P MC 400VL ETF
TIP
1.58%
TIPS BD ETF
ISTB
1.52%
CORE STRM USBD
IJK
1.47%
S&P MC 400GR ETF
VV
1.45%
LARGE CAP ETF
HYG
1.45%
IBOXX HI YD ETF
GLD
1.3%
GOLD SHS
VBK
1.26%
SML CP GRW ETF
VEA
1.25%
FTSE DEV MKT ETF
VBR
1.24%
SM CP VAL ETF
IJH
1.16%
CORE S&P MCP ETF
IAU
1.15%
ISHARES
EFA
1.03%
MSCI EAFE ETF
XLB
0.94%
SBI MATERIALS
LMBS
0.89%
FST LOW MTG ETF
IEMG
0.83%
CORE MSCI EMKT
EEM
0.71%
MSCI EMG MKT ETF
IWB
0.69%
RUS 1000 ETF
VB
0.64%
SMALL CP ETF
IJT
0.59%
SP SMCP600GR ETF
HYLS
0.53%
FIRST TR TA HIYL
XLE
0.53%
SBI INT-ENERGY
IJS
0.49%
SP SMCP600VL ETF
VTIP
0.48%
STRM INFPROIDX
VAW
0.45%
MATERIALS ETF
IWM
0.43%
RUSSELL 2000 ETF
VEU
0.36%
ALLWRLD EX US
IYE
0.35%
U.S. ENERGY ETF
IWP
0.34%
RUS MD CP GR ETF
XLU
0.29%
SBI INT-UTILS
FTSM
0.28%
FIRST TR ENH NEW
VIG
0.27%
DIV APP ETF
HEFA
0.22%
HDG MSCI EAFE
SYK
0.22%
COM
RWR
0.21%
DJ REIT ETF
IYM
0.2%
U.S. BAS MTL ETF
MXI
0.19%
GLOBAL MATER ETF
IWO
0.18%
RUS 2000 GRW ETF
XLK
0.17%
TECHNOLOGY
VNQ
0.16%
REIT ETF
SPY
0.16%
TR UNIT
AGG
0.15%
CORE TOTUSBD ETF
SCHB
0.14%
US BRD MKT ETF
IWS
0.14%
RUS MDCP VAL ETF
PEP
0.12%
COM
XLI
0.12%
SBI INT-INDS
DSI
0.12%
MSCI KLD400 SOC
MCD
0.11%
COM
IBM
0.1%
COM
ABT
0.09%
COM
JNJ
0.09%
COM
JPM
0.09%
COM
HD
0.08%
COM
GRI
0.08%
C&S GLOBL ETF
DTE
0.08%
COM
APTV
0.07%
SHS
ABBV
0.07%
COM
IYR
0.06%
U.S. REAL ES ETF
KLD
0.06%
USA ESG SLCT ETF
MSFT
0.06%
COM
MRK
0.06%
COM
ED
0.06%
COM
AMZN
0.06%
COM
PFE
0.06%
COM
IDIV
0.05%
US EQT CUM 2027
YUM
0.05%
COM
XOM
0.05%
COM
SBUX
0.05%
COM
INTC
0.05%
COM
CODI
0.04%
SH BEN INT
PRU
0.04%
COM
AEP
0.04%
COM
AAPL
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
IWN
0.04%
RUS 2000 VAL ETF
MMM
0.04%
COM
ORCL
0.04%
COM
SO
0.03%
COM
ITOT
0.03%
CORE S&P TTL STK
HDV
0.03%
HIGH DIVIDND ETF
MO
0.03%
COM
VTI
0.03%
TOTAL STK MKT
BA
0.03%
COM
IYH
0.03%
US HLTHCARE ETF
PM
0.03%
COM
VYM
0.03%
HIGH DIV YLD
BRK.B
0.03%
CL B NEW
DIS
0.03%
COM DISNEY
MBTF
0.02%
COM
XLY
0.02%
SBI CONS DISCR
ITW
0.02%
COM
BMY
0.02%
COM
DUK
0.02%
COM NEW
XLV
0.02%
SBI HEALTHCARE
SHY
0.02%
1-3 YR TR BD ETF
IWV
0.02%
RUSSELL 3000 ETF
WFC
0.02%
COM
IEI
0.02%
3-7 YR TR BD ETF
BND
0.02%
TOTAL BND MRKT
YUMC
0.02%
COM
FUN
0.02%
DEPOSITRY UNIT
F
0.02%
COM PAR $0.01
DHR
0.02%
COM
SPHD
0.02%
S&P500 HDL VOL
ESGD
0.02%
MSCI EAFE ESG
WMT
0.02%
COM
BNO
0.02%
UNIT
BAX
0.02%
COM
PLXP
0.02%
COM
T
0.02%
COM
GNTX
0.01%
COM
HBAN
0.01%
COM
PG
0.01%
COM
HSY
0.01%
COM
AMGN
0.01%
COM
GOOGL
0.01%
CAP STK CL A
ENB
0.01%
COM
GOOG
0.01%
CAP STK CL C
RMTI
0.01%
COM
TXT
0.01%
COM
C
0.01%
COM NEW
SCHM
0.01%
US MID-CAP ETF
JNK
0.01%
BLOOMBERG BRCLYS
UNM
0.01%
COM
MPC
0.01%
COM
CMS
0.01%
COM
VZ
0.01%
COM
BABA
0.01%
SPONSORED ADS
NVDA
0.01%
COM
IWF
0.01%
RUS 1000 GRW ETF
MCHI
0.01%
CHINA ETF
LARE
0.01%
TIERRA XP LATIN
CMCSA
0.01%
CL A
XBI
0.01%
S&P BIOTECH
MGM
0.01%
COM
KO
0.01%
COM
SON
0.01%
COM
ESML
0.01%
MSCI USA SMALL
ACN
0.01%
SHS CLASS A
GSK
0.01%
SPONSORED ADR
HAL
0.01%
COM
TAK
0.01%
SPONSORED ADS
VAR
0.01%
COM
EWC
0.01%
MSCI CDA ETF
GWX
0.01%
S&P INTL SMLCP
HPQ
0.01%
COM
COST
0.01%
COM
GPC
0.01%
COM
SCZ
0.01%
EAFE SML CP ETF
VSS
0.01%
FTSE SMCAP ETF
DBEF
0.01%
XTRAK MSCI EAFE
SGMO
< 0.01%
COM
CHTR
< 0.01%
CL A
GE
< 0.01%
COM
QQQ
< 0.01%
UNIT SER 1
BAC
< 0.01%
COM
COP
< 0.01%
COM
FTV
< 0.01%
COM
HAS
< 0.01%
COM
HPE
< 0.01%
COM
EPD
< 0.01%
COM
MSI
< 0.01%
COM NEW
LLY
< 0.01%
COM
KR
< 0.01%
COM
TMO
< 0.01%
COM
XRAY
< 0.01%
COM
GNMA
< 0.01%
GNMA BOND ETF
ACRX
< 0.01%
COM
DIA
< 0.01%
UT SER 1
KMI
< 0.01%
COM
BPT
< 0.01%
UNIT BEN INT
NWL
< 0.01%
COM
ESGE
< 0.01%
MSCI EM ESG SE
CNFR
< 0.01%
COM
IP
< 0.01%
COM
SPYX
< 0.01%
SP500 FOSL ETF
CELG
< 0.01%
COM
K
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
VXUS
< 0.01%
VG TL INTL STK F
FDX
< 0.01%
COM
CGC
< 0.01%
COM
CHD
< 0.01%
COM
S
< 0.01%
COM SER 1
IGE
< 0.01%
NA NAT RES
QCOM
< 0.01%
COM
RL
< 0.01%
CL A
DXC
< 0.01%
COM
CSCO
< 0.01%
COM
TRS
< 0.01%
COM NEW
MDLZ
< 0.01%
CL A
CVX
< 0.01%
COM
FB
< 0.01%
CL A
NEOG
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
OGE
< 0.01%
COM
CERN
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
CTB
< 0.01%
COM
A
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
KEYS
< 0.01%
COM
VREX
< 0.01%
COM
PBR
< 0.01%
SPONSORED ADR
IONS
< 0.01%
COM
AP
< 0.01%
COM
DFS
< 0.01%
COM
IEP
< 0.01%
DEPOSITARY UNIT
DAVE
< 0.01%
COM
WAB
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
KHC
< 0.01%
COM
MS
< 0.01%
COM NEW
PNC
< 0.01%
COM
CI
< 0.01%
COM
PRSP
< 0.01%
COM
NCR
< 0.01%
COM
TPR
< 0.01%
COM
VRTV
< 0.01%
COM
DOW
< 0.01%
COM
QRTEA
< 0.01%
COM SER A
LBTYA
< 0.01%
SHS CL A
LBTYK
< 0.01%
SHS CL C
HZN
< 0.01%
COM
DD
< 0.01%
COM
LGF/B
< 0.01%
CL B NON VTG
LE
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
MIE
< 0.01%
COM SHS
TDC
< 0.01%
COM
LBRDK
< 0.01%
COM SER C
CTVA
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
LSXMK
< 0.01%
COM C SIRIUSXM
FWONK
< 0.01%
COM C MEDIA GRP
DISCA
< 0.01%
COM SER A
VEON
< 0.01%
SPONSORED ADR
DISCK
< 0.01%
COM SER C
GMLP
< 0.01%
COM UNIT LPI
AMAT
0.01%
COM
JNK
0.01%
BRC HGH YLD BD
WBA
0.01%
COM
EPD
< 0.01%
PRN
SYMC
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
UQM
< 0.01%
COM
TRV
< 0.01%
COM
AA
< 0.01%
COM
DBP
< 0.01%
PRECIOUS METAL
IEP
< 0.01%
PRN
AVP
< 0.01%
COM
ARNC
< 0.01%
COM
PLUG
< 0.01%
COM NEW
FCEL
< 0.01%
COM NEW
DWDP
< 0.01%
COM
GMLP
< 0.01%
PRN