Portfolio (Quarterly)
Guide ↗
Cranbrook Wealth Management, LLC
· CIK 0001599084| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 34 | $2K | — | SOLD |
| 22 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 41 | $2K | — | SOLD |
| 23 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 41 | $2K | — | SOLD |
| 24 | MDYV | SPDR SERIES TRUST | — | 15 | $1K | — | SOLD |
| 25 | SLVM | SYLVAMO CORP | Basic Materials | 5 | $241.0 | — | SOLD |
Sector Allocation
Financial Services
40.8%
Technology
19.8%
Healthcare
14.6%
Industrials
9.1%
Utilities
3.5%
Consumer Cyclical
3.1%
Energy
2.6%
Basic Materials
2.6%
Consumer Defensive
2.4%
Communication Services
1.4%