Hedeker Wealth, LLC Portfolio Holdings

Hedeker Wealth, LLC

  • $412 Million
  • Q2 2025

Hedeker Wealth, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $412 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $38.9M, Broadcom Inc. with a value of $27.2M, Microsoft Corp with a value of $22.6M, Amazon Com Inc with a value of $15.7M, and Nvidia Corp with a value of $15.2M.

Examining the 13F form we can see an increase of $54.7M in the current position value, from $357M to 412M.

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

Portfolio value $412 Million
Technology: $142 Million
ETFs: $82.9 Million
Financial Services: $45 Million
Communication Services: $33.5 Million
Industrials: $28.4 Million
Consumer Cyclical: $23.7 Million
Healthcare: $22.6 Million
Utilities: $9.98 Million
Other: $24 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$38.9 Million 9.45% of portfolio
285,654
Q2 2025 Reduced 14.04%
$3.95T
$22.6 Million 5.48% of portfolio
45,368
Q2 2025 Reduced 2.48%
$2.26T
$15.7 Million 3.81% of portfolio
71,490
Q2 2025 Added 0.21%
$456B
$15.2 Million 3.69% of portfolio
96,280
Q2 2025 Added 0.04%
$3.69T
$12.6 Million 3.06% of portfolio
61,537
Q2 2025 Reduced 2.34%
$1.78T
$12.2 Million 2.97% of portfolio
16,551
Q2 2025 Reduced 1.38%
$1.21T
$8.83 Million 2.14% of portfolio
50,098
Q2 2025 Reduced 0.89%
$1.24T
$8.67 Million 2.11% of portfolio
48,894
Q2 2025 Reduced 3.64%
$551B
$8.34 Million 2.02% of portfolio
23,490
Q2 2025 Reduced 1.28%
$859B
$5.32 Million 1.29% of portfolio
18,359
Q2 2025 Reduced 0.57%
$621B
$5.21 Million 1.26% of portfolio
10,715
Q2 2025 Reduced 7.23%
$281B
$4.33 Million 1.05% of portfolio
44,270
Q2 2025 Added 109.89%
$295B
$3.78 Million 0.92% of portfolio
4,721
Q2 2025 Added 69.33%
$439B
$3.48 Million 0.85% of portfolio
3,520
Q2 2025 Reduced 7.64%
$405B
$1.76 Million 0.43% of portfolio
4,788
Q2 2025 Reduced 0.06%
$608B
$1.48 Million 0.36% of portfolio
1,902
Q2 2025 Reduced 1.81%
$229B
$763,000 0.19% of portfolio
5,610
Q2 2025 New
$351B
$681,000 0.17% of portfolio
3,669
Q2 2025 Added 273.25%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $412 Million
  • Prior Value $357 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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