Hedeker Wealth, LLC Portfolio Holdings

Hedeker Wealth, LLC

  • $386 Million
  • Q4 2024

Hedeker Wealth, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $386 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $28.6M, Broadcom Inc. with a value of $23.6M, Microsoft Corp with a value of $19.8M, Apple Inc. with a value of $16.2M, and Amazon Com Inc with a value of $15.9M.

Examining the 13F form we can see an increase of $22.5M in the current position value, from $364M to 386M.

Below you can find more details about Hedeker Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $386 Million
Technology: $124 Million
ETFs: $82 Million
Financial Services: $42 Million
Communication Services: $32.3 Million
Industrials: $29.3 Million
Consumer Cyclical: $24.2 Million
Healthcare: $22.5 Million
Energy: $9.42 Million
Other: $20.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$28.6 Million 7.41% of portfolio
378,718
Q4 2024 Reduced 19.64%
$88.6B
$23.6 Million 6.11% of portfolio
101,886
Q4 2024 Reduced 1.36%
$27.2B
$11.2 Million 2.89% of portfolio
56,628
Q4 2024 Reduced 3.87%
$45.6B
$6.94 Million 1.79% of portfolio
9,848
Q4 2024 Added 0.85%
$112B
$6.78 Million 1.76% of portfolio
39,342
Q4 2024 Added 0.21%
$154B
$6.32 Million 1.63% of portfolio
89,763
Q4 2024 Added 0.06%
$24.9B
$5.73 Million 1.48% of portfolio
63,532
Q4 2024 Added 0.35%
$156B
$4.76 Million 1.23% of portfolio
78,958
Q4 2024 Reduced 8.97%
$59.4B
$4.47 Million 1.16% of portfolio
162,960
Q4 2024 Reduced 2.38%
$14.9B
$4.24 Million 1.1% of portfolio
32,949
Q4 2024 Reduced 1.95%
$60.6B
$4.23 Million 1.09% of portfolio
97,477
Q4 2024 Added 0.66%
$160B
$3.79 Million 0.98% of portfolio
100,866
Q4 2024 Added 0.65%
$120B
$3.75 Million 0.97% of portfolio
46,973
Q4 2024 Reduced 1.18%
$28.4B
$3.56 Million 0.92% of portfolio
16,126
Q4 2024 Added 0.62%
$18.5B
$3.05 Million 0.79% of portfolio
7,010
Q4 2024 Added 0.55%
$52.9B
$2.56 Million 0.66% of portfolio
67,341
Q4 2024 Added 0.96%
$14B
$2.46 Million 0.64% of portfolio
19,499
Q4 2024 New
$10.6B
$2.19 Million 0.57% of portfolio
17,962
Q4 2024 Added 1.46%
$12.6B
$1.77 Million 0.46% of portfolio
6,999
Q4 2024 Added 3.09%
$19.8B
$1.61 Million 0.42% of portfolio
14,856
Q4 2024 New
$148B
$1.58 Million 0.41% of portfolio
3,739
Q2 2024 Added 2.33%
$10.4B
$1.43 Million 0.37% of portfolio
20,946
Q4 2024 Added 14.97%
$12.8B
$1.36 Million 0.35% of portfolio
6,638
Q4 2024 Reduced 0.69%
$24B
$1.3 Million 0.34% of portfolio
11,526
Q4 2024 Reduced 0.13%
$75.1B
$1.24 Million 0.32% of portfolio
7,622
Q4 2024 Added 1.44%
$198B
$853,000 0.22% of portfolio
7,666
Q4 2024 Reduced 3.69%
$33.5B
$661,000 0.17% of portfolio
3,517
Q4 2024 Reduced 0.06%
$27.8B
$510,000 0.13% of portfolio
3,118
Q4 2024 Reduced 0.89%
$30.7B
$395,000 0.1% of portfolio
187
Q4 2024 Added 19.87%
$98.7B
$275,000 0.07% of portfolio
5,261
Q4 2024 Added 2.04%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $386 Million
  • Prior Value $364 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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