Cranbrook Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Cranbrook Wealth Management, LLC, a leading wealth management firm, recently released its Q2 2023 vs. Q3 2023 13F holdings comparison. The report sheds light on the changes in holdings of various funds during this period. In this blog post, we will delve into the details of the report and analyze the implications of these changes.

ISHARES TR Continues to Show Stability

One of the notable holdings in the report is ISHARES TR, which remained stable throughout the comparison period. Despite a slight decrease of 8.1% in shares, the value of the holdings remained steady at $31,866,000 in Q3 2023. This indicates the resilience and reliability of ISHARES TR, making it an attractive investment option.

VANGUARD BD INDEX FDS Shows Positive Growth

VANGUARD BD INDEX FDS experienced positive growth during the comparison period. With a 2.8% increase in shares and a value of $30,419,000 in Q3 2023, this fund demonstrates steady progress. Investors looking for a stable and growing investment option may consider VANGUARD BD INDEX FDS.

ISHARES TR and VANGUARD CHARLOTTE FDS Demonstrate Minor Changes

Both ISHARES TR and VANGUARD CHARLOTTE FDS showcased minor changes in their holdings. ISHARES TR witnessed a decrease of 3.5% in shares, while VANGUARD CHARLOTTE FDS experienced a 1% increase in shares. Although the changes are minimal, they indicate the need for investors to closely monitor these funds for potential future fluctuations.

VANGUARD INDEX FDS Faces a Decrease in Shares and Value

VANGUARD INDEX FDS encountered a decrease of 7.6% in shares and a decline in value during the comparison period. The decrease in shares, from 103,277 in Q2 2023 to 100,842 in Q3 2023, resulted in a decrease in value from $22,737,000 to $20,999,000. Investors with holdings in VANGUARD INDEX FDS should carefully evaluate the reasons behind this decrease and consider alternative investment options if necessary.

Conclusion

The Q2 2023 vs. Q3 2023 13F holdings comparison released by Cranbrook Wealth Management, LLC provides valuable insights into the changes in holdings of various funds. While some funds remained stable, others experienced fluctuations in shares and value. Investors should analyze these changes and consider the implications for their investment portfolios. It is always advisable to consult with a financial advisor before making any investment decisions based on these reports.

Please note that the data presented in this article is for informational purposes only and should not be used as financial advice.