Hedeker Wealth, LLC Portfolio Holdings

Hedeker Wealth, LLC

  • $357 Million
  • Q1 2025

Hedeker Wealth, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $28M, Microsoft Corp with a value of $17.5M, Broadcom Inc. with a value of $16.8M, Apple Inc. with a value of $14M, and Amazon Com Inc with a value of $13.6M.

Examining the 13F form we can see an decrease of $29.2M in the current position value, from $386M to 357M.

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

Portfolio value $357 Million
Technology: $109 Million
ETFs: $82.1 Million
Financial Services: $42.7 Million
Communication Services: $28.5 Million
Industrials: $23.8 Million
Consumer Cyclical: $20.8 Million
Healthcare: $20.6 Million
Consumer Defensive: $9.81 Million
Other: $20.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.82B
$5.12 Million 1.43% of portfolio
19,428
Q1 2025 Added 0.17%
$9.73B
$4.8 Million 1.34% of portfolio
37,869
Q1 2025 Reduced 1.49%
$5.92B
$2.93 Million 0.82% of portfolio
81,618
Q1 2025 Reduced 2.21%
$5.16B
$2.6 Million 0.73% of portfolio
80,464
Q1 2025 Added 23.48%
$6.36B
$2.16 Million 0.6% of portfolio
14,975
Q1 2025 Added 1.53%
$7.39B
$1.84 Million 0.52% of portfolio
15,030
Q1 2025 Reduced 4.73%
$6.94B
$1.44 Million 0.4% of portfolio
136,880
Q1 2025 Added 2.32%
$2.75B
$1.33 Million 0.37% of portfolio
29,059
Q1 2025 New
$8.45B
$960,000 0.27% of portfolio
13,763
Q1 2025 Reduced 0.87%
$6.29B
$727,000 0.2% of portfolio
4,404
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $357 Million
  • Prior Value $386 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Hedeker Wealth, LLC Portfolio

Follow Hedeker Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hedeker Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hedeker Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email