$391 Million is the total value of Cranbrook Wealth Management, LLC's 336 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 31.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $29,624,000 | +9.7% | 78,914 | -1.8% | 7.58% | -2.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $25,624,000 | +19.8% | 370,877 | +4.5% | 6.56% | +6.1% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $23,307,000 | +9.1% | 398,076 | +8.4% | 5.96% | -3.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $22,684,000 | +18.4% | 109,705 | +1.0% | 5.80% | +4.9% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $20,541,000 | +10.0% | 221,226 | +10.7% | 5.26% | -2.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $15,838,000 | +8.3% | 62,516 | -2.7% | 4.05% | -4.1% |
| EFG | Sell | ISHARES TReafe grwth etf | $14,359,000 | +9.4% | 142,296 | -2.5% | 3.67% | -3.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $11,513,000 | +14.4% | 96,777 | +0.5% | 2.94% | +1.3% |
| CASH | Sell | META FINL GROUP INC | $11,174,000 | +2.6% | 305,625 | -46.1% | 2.86% | -9.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $10,962,000 | +27.5% | 119,281 | -2.6% | 2.80% | +12.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,493,000 | +18.6% | 189,436 | +2.3% | 2.43% | +5.0% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $8,938,000 | +14.8% | 42,144 | -2.5% | 2.29% | +1.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $8,487,000 | +15.8% | 71,341 | -1.4% | 2.17% | +2.5% |
| TIP | Buy | ISHARES TRtips bd etf | $7,958,000 | +7.9% | 62,341 | +6.9% | 2.04% | -4.5% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $7,591,000 | +10.4% | 268,142 | +0.9% | 1.94% | -2.3% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $7,025,000 | +7.8% | 136,036 | +7.6% | 1.80% | -4.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $6,960,000 | +7.1% | 109,052 | +287.9% | 1.78% | -5.1% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $6,820,000 | +4.0% | 143,309 | +0.6% | 1.74% | -7.9% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $6,050,000 | +11.6% | 34,428 | -0.7% | 1.55% | -1.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $5,938,000 | +12.5% | 46,384 | -1.2% | 1.52% | -0.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,645,000 | +11.4% | 64,663 | +7.1% | 1.44% | -1.4% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $5,597,000 | +15.1% | 77,501 | +281.2% | 1.43% | +1.9% |
| IAU | Buy | GOLD TRUSTishares | $5,308,000 | +1.8% | 292,766 | +1.0% | 1.36% | -9.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $5,034,000 | +1.8% | 60,722 | +2.0% | 1.29% | -9.9% |
| GLD | Buy | SPDR GOLD TR | $5,005,000 | +1.4% | 28,061 | +0.7% | 1.28% | -10.2% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $4,819,000 | +22.0% | 55,835 | +90.6% | 1.23% | +8.1% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $4,759,000 | +13.1% | 17,779 | -9.2% | 1.22% | +0.2% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $4,330,000 | +0.2% | 84,133 | +0.7% | 1.11% | -11.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,077,000 | +30.5% | 20,797 | -0.3% | 1.04% | +15.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,065,000 | +16.0% | 65,525 | -1.3% | 1.04% | +2.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,912,000 | +24.0% | 27,507 | -3.5% | 1.00% | +9.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,679,000 | +27.1% | 77,922 | +10.1% | 0.94% | +12.6% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,540,000 | +9.7% | 16,709 | -3.1% | 0.91% | -2.8% |
| EFV | Sell | ISHARES TReafe value etf | $3,232,000 | +14.0% | 68,478 | -2.6% | 0.83% | +1.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,155,000 | +12.3% | 43,236 | -2.1% | 0.81% | -0.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,887,000 | +28.5% | 14,828 | +1.5% | 0.74% | +13.9% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,720,000 | +8.9% | 75,524 | -5.1% | 0.70% | -3.6% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,681,000 | +12.0% | 52,457 | +11.8% | 0.69% | -0.9% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,615,000 | +5.0% | 41,706 | -0.6% | 0.67% | -7.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,576,000 | +15.1% | 49,847 | -1.9% | 0.66% | +1.9% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,570,000 | +23.6% | 35,924 | +121.0% | 0.66% | +9.3% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,432,000 | +1.0% | 49,912 | -2.2% | 0.62% | -10.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,401,000 | +19.0% | 10,446 | -4.1% | 0.61% | +5.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,279,000 | +16.0% | 17,526 | +4.1% | 0.58% | +2.8% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $2,095,000 | +15.9% | 18,346 | +79.1% | 0.54% | +2.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $2,049,000 | +12.0% | 28,311 | -1.5% | 0.52% | -0.8% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,798,000 | +32.2% | 22,113 | +99.0% | 0.46% | +17.0% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,776,000 | +4.1% | 29,587 | +4.1% | 0.45% | -7.9% |
| RFDI | Sell | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $1,604,000 | -0.4% | 24,902 | -12.5% | 0.41% | -11.8% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $1,539,000 | +2.1% | 46,552 | +2.6% | 0.39% | -9.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,428,000 | +8.5% | 13,916 | +82.8% | 0.36% | -3.9% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,243,000 | +26.1% | 17,016 | +9.6% | 0.32% | +11.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,045,000 | +10.1% | 7,399 | +0.3% | 0.27% | -2.6% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $866,000 | +14.2% | 14,831 | -1.3% | 0.22% | +1.4% |
| RWR | Sell | SPDR SER TRdj reit etf | $777,000 | +7.6% | 8,962 | -3.2% | 0.20% | -4.8% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $741,000 | +9.6% | 2,584 | -15.3% | 0.19% | -2.6% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $640,000 | +14.3% | 7,034 | 0.0% | 0.16% | +1.2% | |
| PEP | PEPSICO INC | $603,000 | +6.9% | 4,069 | 0.0% | 0.15% | -5.5% | |
| SYK | STRYKER CORPORATION | $598,000 | +17.5% | 2,441 | 0.0% | 0.15% | +4.1% | |
| MSFT | Buy | MICROSOFT CORP | $587,000 | +11.0% | 2,640 | +5.1% | 0.15% | -2.0% |
| ESML | Buy | ISHARES TResg aware msci | $572,000 | +38.8% | 16,767 | +7.9% | 0.15% | +22.7% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $572,000 | – | 9,220 | +100.0% | 0.15% | – |
| AAPL | Sell | APPLE INC | $568,000 | +12.7% | 4,283 | -1.6% | 0.14% | -0.7% |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $551,000 | +8.7% | 3,513 | -6.8% | 0.14% | -3.4% |
| HEFA | ISHARES TRhdg msci eafe | $553,000 | +10.6% | 18,146 | 0.0% | 0.14% | -2.1% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $455,000 | +39.6% | 5,359 | +29.9% | 0.12% | +23.4% |
| MGC | New | VANGUARD WORLD FDmega cap index | $448,000 | – | 3,359 | +100.0% | 0.12% | – |
| AGG | ISHARES TRcore us aggbd et | $428,000 | 0.0% | 3,623 | 0.0% | 0.11% | -12.1% | |
| ABT | ABBOTT LABS | $424,000 | +0.5% | 3,875 | 0.0% | 0.11% | -11.5% | |
| IWS | ISHARES TRrus mdcp val etf | $418,000 | +19.8% | 4,311 | 0.0% | 0.11% | +5.9% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $415,000 | +7.5% | 11,358 | +3.7% | 0.11% | -5.4% |
| MCD | MCDONALDS CORP | $401,000 | -2.2% | 1,868 | 0.0% | 0.10% | -12.7% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $402,000 | +11.7% | 1,076 | 0.0% | 0.10% | -1.0% | |
| TQQQ | PROSHARES TRultrapro qqq | $394,000 | +38.7% | 2,168 | 0.0% | 0.10% | +23.2% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $392,000 | +1.8% | 3,457 | -5.2% | 0.10% | -9.9% |
| EXG | EATON VANCE TAX-MANAGED GLOB | $380,000 | +19.1% | 43,351 | 0.0% | 0.10% | +5.4% | |
| JPM | Buy | JPMORGAN CHASE & CO | $375,000 | +37.4% | 2,948 | +3.8% | 0.10% | +21.5% |
| HD | HOME DEPOT INC | $362,000 | -4.2% | 1,361 | 0.0% | 0.09% | -14.7% | |
| ABBV | ABBVIE INC | $358,000 | +22.2% | 3,340 | 0.0% | 0.09% | +8.2% | |
| AMZN | Buy | AMAZON COM INC | $348,000 | +15.2% | 107 | +11.5% | 0.09% | +2.3% |
| JNJ | JOHNSON & JOHNSON | $343,000 | +5.9% | 2,178 | 0.0% | 0.09% | -6.4% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $315,000 | +17.5% | 5,571 | +17.6% | 0.08% | +5.2% |
| MXI | Sell | ISHARES TRglobal mater etf | $308,000 | -8.3% | 3,784 | -21.3% | 0.08% | -18.6% |
| CNDT | CONDUENT INC | $267,000 | +50.8% | 55,560 | 0.0% | 0.07% | +33.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $256,000 | +3.6% | 2,033 | 0.0% | 0.06% | -8.5% | |
| RDOG | Buy | ALPS ETF TRreit divide dogs | $256,000 | +1.6% | 10,566 | +0.9% | 0.06% | -11.0% |
| VOO | VANGUARD INDEX FDS | $251,000 | +11.6% | 730 | 0.0% | 0.06% | -1.5% | |
| IYM | ISHARES TRu.s. bas mtl etf | $231,000 | +14.9% | 2,034 | 0.0% | 0.06% | +1.7% | |
| DTE | Buy | DTE ENERGY CO | $210,000 | +5.5% | 1,732 | +0.1% | 0.05% | -5.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $203,000 | -17.8% | 5,364 | -34.8% | 0.05% | -26.8% |
| APTV | APTIV PLC | $204,000 | +42.7% | 1,563 | 0.0% | 0.05% | +26.8% | |
| ABR | ARBOR REALTY TRUST INC | $199,000 | +23.6% | 14,025 | 0.0% | 0.05% | +8.5% | |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $200,000 | – | 3,251 | +100.0% | 0.05% | – |
| XEL | XCEL ENERGY INC | $194,000 | -3.0% | 2,905 | 0.0% | 0.05% | -13.8% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $187,000 | +8.1% | 2,166 | -5.3% | 0.05% | -4.0% |
| OXY | New | OCCIDENTAL PETE CORP | $173,000 | – | 10,000 | +100.0% | 0.04% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $165,000 | +37.5% | 94 | +14.6% | 0.04% | +20.0% |
| DVY | New | ISHARES TRselect divid etf | $165,000 | – | 1,716 | +100.0% | 0.04% | – |
| ED | CONSOLIDATED EDISON INC | $165,000 | -7.3% | 2,289 | 0.0% | 0.04% | -17.6% | |
| CODI | COMPASS DIVERSIFIEDsh ben int | $159,000 | +1.9% | 8,179 | 0.0% | 0.04% | -8.9% | |
| PFE | PFIZER INC | $162,000 | 0.0% | 4,414 | 0.0% | 0.04% | -12.8% | |
| IWN | ISHARES TRrus 2000 val etf | $155,000 | +32.5% | 1,175 | 0.0% | 0.04% | +17.6% | |
| IWD | ISHARES TRrus 1000 val etf | $152,000 | +15.2% | 1,114 | 0.0% | 0.04% | +2.6% | |
| MRK | MERCK & CO. INC | $151,000 | -1.9% | 1,851 | 0.0% | 0.04% | -11.4% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $149,000 | -5.7% | 765 | -17.3% | 0.04% | -17.4% |
| IYR | ISHARES TRu.s. real es etf | $144,000 | +6.7% | 1,686 | 0.0% | 0.04% | -5.1% | |
| YUM | Buy | YUM BRANDS INC | $146,000 | +18.7% | 1,347 | +0.1% | 0.04% | +2.8% |
| AEP | AMERICAN ELEC PWR CO INC | $142,000 | +1.4% | 1,709 | 0.0% | 0.04% | -10.0% | |
| MMM | Buy | 3M CO | $136,000 | +8.8% | 778 | +0.1% | 0.04% | -2.8% |
| INTC | INTEL CORP | $137,000 | -4.2% | 2,754 | 0.0% | 0.04% | -14.6% | |
| IYH | ISHARES TRus hlthcare etf | $138,000 | +8.7% | 561 | 0.0% | 0.04% | -5.4% | |
| WOOD | New | ISHARES TRgl timb fore etf | $130,000 | – | 1,637 | +100.0% | 0.03% | – |
| PMT | PENNYMAC MTG INVT TR | $124,000 | +9.7% | 7,027 | 0.0% | 0.03% | -3.0% | |
| DIS | Buy | DISNEY WALT CO | $127,000 | +54.9% | 702 | +5.9% | 0.03% | +33.3% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $127,000 | +9.5% | 791 | 0.0% | 0.03% | -5.9% | |
| IYE | ISHARES TRu.s. energy etf | $123,000 | +26.8% | 6,083 | 0.0% | 0.03% | +10.7% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $122,000 | +6.1% | 1,966 | +3.0% | 0.03% | -6.1% |
| MO | Buy | ALTRIA GROUP INC | $120,000 | +76.5% | 2,938 | +66.4% | 0.03% | +55.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $117,000 | +0.9% | 574 | -4.3% | 0.03% | -11.8% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $112,000 | +13.1% | 1,355 | +100.4% | 0.03% | 0.0% |
| XBI | Buy | SPDR SER TRs&p biotech | $109,000 | +172.5% | 777 | +114.0% | 0.03% | +133.3% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $110,000 | 0.0% | 1,248 | 0.0% | 0.03% | -12.5% | |
| XOM | Buy | EXXON MOBIL CORP | $100,000 | +20.5% | 2,432 | +0.1% | 0.03% | +8.3% |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $101,000 | +1.0% | 1,836 | 0.0% | 0.03% | -10.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $100,000 | +8.7% | 430 | 0.0% | 0.03% | -3.7% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $99,000 | +12.5% | 1,086 | 0.0% | 0.02% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $96,000 | +18.5% | 55 | 0.0% | 0.02% | +8.7% | |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $98,000 | – | 6,486 | +100.0% | 0.02% | – |
| WMT | WALMART INC | $92,000 | +3.4% | 639 | 0.0% | 0.02% | -7.7% | |
| IEF | ISHARES TRbarclays 7 10 yr | $95,000 | -1.0% | 788 | 0.0% | 0.02% | -14.3% | |
| DGRO | New | ISHARES TRcore div grwth | $88,000 | – | 1,967 | +100.0% | 0.02% | – |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $81,000 | +12.5% | 380 | 0.0% | 0.02% | 0.0% | |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $82,000 | – | 1,514 | +100.0% | 0.02% | – |
| SHY | ISHARES TR1 3 yr treas bd | $84,000 | 0.0% | 971 | 0.0% | 0.02% | -12.5% | |
| IWV | ISHARES TRrussell 3000 etf | $84,000 | +13.5% | 376 | 0.0% | 0.02% | 0.0% | |
| JNK | SPDR SER TRbloomberg brclys | $82,000 | +5.1% | 751 | 0.0% | 0.02% | -8.7% | |
| FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $76,000 | +35.7% | 1,820 | 0.0% | 0.02% | +18.8% | |
| DUK | DUKE ENERGY CORP NEW | $76,000 | +2.7% | 833 | 0.0% | 0.02% | -9.5% | |
| YUMC | Buy | YUM CHINA HLDGS INC | $76,000 | +8.6% | 1,323 | +0.1% | 0.02% | -5.0% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $70,000 | +25.0% | 1,031 | +16.9% | 0.02% | +12.5% |
| WFC | Buy | WELLS FARGO CO NEW | $71,000 | +136.7% | 2,365 | +85.5% | 0.02% | +100.0% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $70,000 | +29.6% | 415 | 0.0% | 0.02% | +12.5% | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $69,000 | +23.2% | 1,725 | 0.0% | 0.02% | +12.5% | |
| ORCL | ORACLE CORP | $68,000 | +7.9% | 1,055 | 0.0% | 0.02% | -5.6% | |
| PG | Buy | PROCTER AND GAMBLE CO | $66,000 | 0.0% | 473 | +0.2% | 0.02% | -10.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $68,000 | +9.7% | 827 | +0.6% | 0.02% | -5.6% |
| BA | BOEING CO | $66,000 | +29.4% | 306 | 0.0% | 0.02% | +13.3% | |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $60,000 | – | 1,308 | +100.0% | 0.02% | – |
| IEI | ISHARES TR3 7 yr treas bd | $59,000 | -1.7% | 447 | 0.0% | 0.02% | -11.8% | |
| T | Buy | AT&T INC | $60,000 | +30.4% | 2,070 | +29.7% | 0.02% | +15.4% |
| GNTX | GENTEX CORP | $57,000 | +32.6% | 1,671 | 0.0% | 0.02% | +25.0% | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $53,000 | – | 548 | +100.0% | 0.01% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $54,000 | – | 394 | +100.0% | 0.01% | – |
| SO | SOUTHERN CO | $54,000 | +12.5% | 880 | 0.0% | 0.01% | 0.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $54,000 | +42.1% | 1,366 | 0.0% | 0.01% | +27.3% | |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $53,000 | – | 2,366 | +100.0% | 0.01% | – |
| NVDA | NVIDIA CORPORATION | $54,000 | -3.6% | 103 | 0.0% | 0.01% | -12.5% | |
| AMGN | AMGEN INC | $56,000 | -9.7% | 245 | 0.0% | 0.01% | -22.2% | |
| BAX | BAXTER INTL INC | $53,000 | 0.0% | 658 | 0.0% | 0.01% | -6.7% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $56,000 | +14.3% | 177 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $51,000 | +10.9% | 212 | 0.0% | 0.01% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO | $51,000 | +2.0% | 1,104 | 0.0% | 0.01% | -7.1% | |
| HSY | HERSHEY CO | $52,000 | +6.1% | 339 | 0.0% | 0.01% | -7.1% | |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $46,000 | +12.2% | 1,498 | +12.2% | 0.01% | 0.0% |
| F | FORD MTR CO DEL | $45,000 | +32.4% | 5,169 | 0.0% | 0.01% | +20.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $48,000 | +23.1% | 709 | 0.0% | 0.01% | +9.1% | |
| HBAN | HUNTINGTON BANCSHARES INC | $44,000 | +37.5% | 3,505 | 0.0% | 0.01% | +22.2% | |
| BOND | New | PIMCO ETF TRactive bd etf | $43,000 | – | 376 | +100.0% | 0.01% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $42,000 | – | 781 | +100.0% | 0.01% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $43,000 | +26.5% | 818 | +12.4% | 0.01% | +10.0% |
| VGT | VANGUARD WORLD FDSinf tech etf | $39,000 | +14.7% | 110 | 0.0% | 0.01% | 0.0% | |
| PLXP | PLX PHARMA INC | $41,000 | +70.8% | 7,500 | 0.0% | 0.01% | +42.9% | |
| ACN | ACCENTURE PLC IRELAND | $38,000 | +15.2% | 144 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $39,000 | +8.3% | 1,230 | 0.0% | 0.01% | 0.0% | |
| APO | New | APOLLO GLOBAL MGMT INC | $35,000 | – | 707 | +100.0% | 0.01% | – |
| VHT | VANGUARD WORLD FDShealth car etf | $34,000 | +9.7% | 150 | 0.0% | 0.01% | 0.0% | |
| BNO | UNITED STS BRENT OIL FD LPunit | $37,000 | +19.4% | 2,888 | 0.0% | 0.01% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $35,000 | +45.8% | 1,100 | 0.0% | 0.01% | +28.6% | |
| C | CITIGROUP INC | $37,000 | +42.3% | 595 | 0.0% | 0.01% | +12.5% | |
| FB | Buy | FACEBOOK INCcl a | $30,000 | +500.0% | 109 | +445.0% | 0.01% | +700.0% |
| COST | COSTCO WHSL CORP NEW | $31,000 | +6.9% | 81 | 0.0% | 0.01% | 0.0% | |
| KO | COCA COLA CO | $33,000 | +10.0% | 599 | 0.0% | 0.01% | -11.1% | |
| VDE | VANGUARD WORLD FDSenergy etf | $31,000 | +29.2% | 590 | 0.0% | 0.01% | +14.3% | |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $30,000 | – | 601 | +100.0% | 0.01% | – |
| BAC | Buy | BK OF AMERICA CORP | $31,000 | +121.4% | 1,012 | +74.2% | 0.01% | +100.0% |
| MPC | MARATHON PETE CORP | $27,000 | +42.1% | 650 | 0.0% | 0.01% | +40.0% | |
| HON | HONEYWELL INTL INC | $28,000 | +33.3% | 130 | 0.0% | 0.01% | +16.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $26,000 | -33.3% | 441 | -33.4% | 0.01% | -36.4% |
| VAR | VARIAN MED SYS INC | $28,000 | 0.0% | 160 | 0.0% | 0.01% | -12.5% | |
| FRME | Sell | FIRST MERCHANTS CORP | $26,000 | -46.9% | 701 | -66.9% | 0.01% | -50.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $28,000 | +7.7% | 42 | 0.0% | 0.01% | -12.5% | |
| SON | SONOCO PRODS CO | $27,000 | +17.4% | 449 | 0.0% | 0.01% | 0.0% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $26,000 | +18.2% | 733 | 0.0% | 0.01% | +16.7% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $24,000 | +4.3% | 1,313 | 0.0% | 0.01% | -14.3% | |
| UNM | UNUM GROUP | $25,000 | +38.9% | 1,082 | 0.0% | 0.01% | +20.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $25,000 | +66.7% | 1,620 | 0.0% | 0.01% | +50.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $23,000 | +27.8% | 130 | 0.0% | 0.01% | +20.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $23,000 | -4.2% | 636 | 0.0% | 0.01% | -14.3% | |
| HPQ | HP INC | $25,000 | +31.6% | 1,005 | 0.0% | 0.01% | +20.0% | |
| SCZ | ISHARES TReafe sml cp etf | $22,000 | +15.8% | 328 | 0.0% | 0.01% | +20.0% | |
| MS | Buy | MORGAN STANLEY | $20,000 | +1900.0% | 286 | +1488.9% | 0.01% | – |
| BLK | BLACKROCK INC | $18,000 | +28.6% | 25 | 0.0% | 0.01% | +25.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $20,000 | +11.1% | 589 | 0.0% | 0.01% | 0.0% | |
| GPC | GENUINE PARTS CO | $21,000 | +5.0% | 205 | 0.0% | 0.01% | -16.7% | |
| HAL | Buy | HALLIBURTON CO | $21,000 | +61.5% | 1,102 | +0.2% | 0.01% | +25.0% |
| ETN | EATON CORP PLC | $21,000 | +16.7% | 178 | 0.0% | 0.01% | 0.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $20,000 | +25.0% | 323 | 0.0% | 0.01% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $21,000 | +5.0% | 46 | 0.0% | 0.01% | -16.7% | |
| LNG | New | CHENIERE ENERGY INC | $18,000 | – | 302 | +100.0% | 0.01% | – |
| LEN | New | LENNAR CORPcl a | $18,000 | – | 235 | +100.0% | 0.01% | – |
| CNFR | CONIFER HLDGS INC | $19,000 | +11.8% | 5,866 | 0.0% | 0.01% | 0.0% | |
| SPGI | S&P GLOBAL INC | $18,000 | -10.0% | 55 | 0.0% | 0.01% | -16.7% | |
| TMUS | T-MOBILE US INC | $14,000 | +16.7% | 102 | 0.0% | 0.00% | +33.3% | |
| ACWX | ISHARES TRmsci acwi ex us | $14,000 | +16.7% | 261 | 0.0% | 0.00% | +33.3% | |
| HAS | HASBRO INC | $14,000 | +16.7% | 150 | 0.0% | 0.00% | +33.3% | |
| IUSB | ISHARES TRcore total usd | $15,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $15,000 | +7.1% | 89 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL BRANDS INC | $14,000 | +27.3% | 643 | 0.0% | 0.00% | +33.3% | |
| CPB | CAMPBELL SOUP CO | $14,000 | 0.0% | 286 | 0.0% | 0.00% | 0.0% | |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $16,000 | – | 234 | +100.0% | 0.00% | – |
| V | Buy | VISA INC | $14,000 | +75.0% | 62 | +63.2% | 0.00% | +100.0% |
| WDAY | New | WORKDAY INCcl a | $17,000 | – | 70 | +100.0% | 0.00% | – |
| UMPQ | New | UMPQUA HLDGS CORP | $13,000 | – | 844 | +100.0% | 0.00% | – |
| XRAY | DENTSPLY SIRONA INC | $12,000 | +20.0% | 222 | 0.0% | 0.00% | 0.0% | |
| LLY | LILLY ELI & CO | $12,000 | +20.0% | 69 | 0.0% | 0.00% | 0.0% | |
| FWONK | Buy | LIBERTY MEDIA CORP DEL | $11,000 | – | 265 | +26400.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $12,000 | – | 33 | +100.0% | 0.00% | – |
| KR | KROGER CO | $10,000 | -9.1% | 320 | 0.0% | 0.00% | 0.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $10,000 | +25.0% | 57 | 0.0% | 0.00% | +50.0% | |
| KMB | KIMBERLY-CLARK CORP | $11,000 | -8.3% | 80 | 0.0% | 0.00% | 0.0% | |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $13,000 | – | 400 | +100.0% | 0.00% | – |
| SPYX | SPDR SER TRspdr s&p 500 etf | $11,000 | +10.0% | 120 | 0.0% | 0.00% | 0.0% | |
| GS | New | GOLDMAN SACHS GROUP INC | $11,000 | – | 40 | +100.0% | 0.00% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $11,000 | +175.0% | 93 | +132.5% | 0.00% | +200.0% |
| QCOM | QUALCOMM INC | $11,000 | +22.2% | 74 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $10,000 | +11.1% | 259 | 0.0% | 0.00% | 0.0% | |
| SLV | New | ISHARES SILVER TRishares | $11,000 | – | 463 | +100.0% | 0.00% | – |
| GNMA | ISHARES TRgnma bond etf | $12,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $10,000 | +25.0% | 532 | 0.0% | 0.00% | +50.0% | |
| MGA | MAGNA INTL INC | $10,000 | +66.7% | 138 | 0.0% | 0.00% | +50.0% | |
| MCHI | Sell | ISHARES TRmsci china etf | $11,000 | -15.4% | 133 | -26.5% | 0.00% | -25.0% |
| IP | INTERNATIONAL PAPER CO | $10,000 | +25.0% | 200 | 0.0% | 0.00% | +50.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $12,000 | +33.3% | 1,005 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $10,000 | +11.1% | 248 | 0.0% | 0.00% | 0.0% | |
| VTRS | New | VIATRIS INC | $10,000 | – | 545 | +100.0% | 0.00% | – |
| FDX | FEDEX CORP | $11,000 | +10.0% | 41 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $7,000 | +75.0% | 661 | 0.0% | 0.00% | +100.0% | |
| RMTI | Sell | ROCKWELL MED INC | $8,000 | -46.7% | 8,278 | -42.5% | 0.00% | -50.0% |
| FOX | New | FOX CORP | $7,000 | – | 229 | +100.0% | 0.00% | – |
| IAGG | ISHARES TRcore intl aggr | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $7,000 | +75.0% | 282 | 0.0% | 0.00% | +100.0% | |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,000 | -53.8% | 20 | -57.4% | 0.00% | -50.0% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $8,000 | – | 48 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $8,000 | – | 39 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $6,000 | – | 29 | +100.0% | 0.00% | – |
| CHD | CHURCH & DWIGHT INC | $8,000 | -11.1% | 94 | 0.0% | 0.00% | -33.3% | |
| AMT | New | AMERICAN TOWER CORP NEW | $8,000 | – | 37 | +100.0% | 0.00% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $6,000 | – | 39 | +100.0% | 0.00% | – |
| K | KELLOGG CO | $9,000 | -10.0% | 152 | 0.0% | 0.00% | -33.3% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $8,000 | +14.3% | 130 | 0.0% | 0.00% | 0.0% | |
| PACW | New | PACWEST BANCORP DEL | $8,000 | – | 311 | +100.0% | 0.00% | – |
| KMI | KINDER MORGAN INC DEL | $7,000 | +16.7% | 484 | 0.0% | 0.00% | 0.0% | |
| IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $6,000 | 0.0% | 118 | +3.5% | 0.00% | 0.0% |
| A | AGILENT TECHNOLOGIES INC | $5,000 | +25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| PII | New | POLARIS INC | $5,000 | – | 57 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL INC | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% | |
| RL | RALPH LAUREN CORPcl a | $5,000 | +66.7% | 50 | 0.0% | 0.00% | 0.0% | |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $2,000 | – | 24 | +100.0% | 0.00% | – |
| DAL | DELTA AIR LINES INC DEL | $5,000 | +25.0% | 115 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| SJNK | New | SPDR SER TRbloomberg srt tr | $5,000 | – | 196 | +100.0% | 0.00% | – |
| NEOG | NEOGEN CORP | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $5,000 | +25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| CTB | COOPER TIRE & RUBR CO | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| CSCO | CISCO SYS INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LMT | New | LOCKHEED MARTIN CORP | $5,000 | – | 15 | +100.0% | 0.00% | – |
| SBUX | Sell | STARBUCKS CORP | $5,000 | -70.6% | 45 | -77.5% | 0.00% | -80.0% |
| STT | New | STATE STR CORP | $5,000 | – | 71 | +100.0% | 0.00% | – |
| CVX | CHEVRON CORP NEW | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| SYF | New | SYNCHRONY FINANCIAL | $3,000 | – | 100 | +100.0% | 0.00% | – |
| TRV | TRAVELERS COMPANIES INC | $5,000 | +25.0% | 34 | 0.0% | 0.00% | 0.0% | |
| TRS | TRIMAS CORP | $4,000 | +33.3% | 118 | 0.0% | 0.00% | 0.0% | |
| CERN | CERNER CORP | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| CAT | New | CATERPILLAR INC | $4,000 | – | 23 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $5,000 | – | 53 | +100.0% | 0.00% | – |
| CARG | New | CARGURUS INC | $4,000 | – | 134 | +100.0% | 0.00% | – |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,000 | +50.0% | 19 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| AVGO | New | BROADCOM INC | $4,000 | – | 8 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORP | $3,000 | – | 10 | +100.0% | 0.00% | – |
| GD | New | GENERAL DYNAMICS CORP | $5,000 | – | 31 | +100.0% | 0.00% | – |
| EWJ | ISHARES INCmsci jpn etf new | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| BKR | New | BAKER HUGHES COMPANYcl a | $5,000 | – | 228 | +100.0% | 0.00% | – |
| BPT | BP PRUDHOE BAY RTY TRunit ben int | $2,000 | +100.0% | 676 | 0.0% | 0.00% | – | |
| BP | BP PLCsponsored adr | $2,000 | +100.0% | 82 | 0.0% | 0.00% | – | |
| ADI | New | ANALOG DEVICES INC | $4,000 | – | 26 | +100.0% | 0.00% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $5,000 | – | 39 | +100.0% | 0.00% | – |
| WM | WASTE MGMT INC DEL | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RE | EVEREST RE GROUP LTD | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $4,000 | – | 43 | +100.0% | 0.00% | – |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $2,000 | +100.0% | 150 | 0.0% | 0.00% | – | |
| DEO | New | DIAGEO PLCspon adr new | $3,000 | – | 17 | +100.0% | 0.00% | – |
| TPR | TAPESTRY INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| LBTYK | LIBERTY GLOBAL PLC | $0 | – | 6 | 0.0% | 0.00% | – | |
| QRTEA | QURATE RETAIL INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $0 | – | 1 | 0.0% | 0.00% | – | |
| MIE | COHEN & STEERS MLP & ENGY OP | $0 | – | 1 | 0.0% | 0.00% | – | |
| LSXMK | LIBERTY MEDIA CORP DEL | $0 | – | 4 | 0.0% | 0.00% | – | |
| PNC | PNC FINL SVCS GROUP INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| VREX | VAREX IMAGING CORP | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $0 | – | 1 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| DFS | DISCOVER FINL SVCS | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 113 | 0.0% | 0.00% | – | ||
| DD | DUPONT DE NEMOURS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 2 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| DOW | DOW INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 3 | 0.0% | 0.00% | – | |
| GMLP | GOLAR LNG PARTNERS LP | $0 | – | 6 | 0.0% | 0.00% | – | |
| DISCK | DISCOVERY INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| IONS | IONIS PHARMACEUTICALS INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| CARR | New | CARRIER GLOBAL CORPORATION | $1,000 | – | 24 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| DISCA | DISCOVERY INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| HZN | HORIZON GLOBAL CORP | $0 | – | 47 | 0.0% | 0.00% | – | |
| VEON | VEON LTDsponsored adr | $0 | – | 122 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | 92 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP DEL | $0 | – | 2 | 0.0% | 0.00% | – | |
| AP | Exit | AMPCO-PITTSBURG CORP | $0 | – | -473 | -100.0% | -0.00% | – |
| HE | Exit | HAWAIIAN ELEC INDUSTRIES | $0 | – | -743 | -100.0% | -0.01% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -517 | -100.0% | -0.01% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -1,696 | -100.0% | -0.01% | – |
| IDIV | Exit | METAURUS EQUITY COMPONENT TRus eqt cum 2027 | $0 | – | -12,530 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 11.4% |
| Vanguard ETF Intermediate Bond | 40 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 6.8% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 6.8% |
| ISHARES TR | 40 | Q3 2023 | 11.0% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 6.7% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 4.7% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 4.6% |
| ISHARES TR | 40 | Q3 2023 | 4.4% |
View Cranbrook Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Cranbrook Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.