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
$9.36B
$5.12 Million 1.43% of portfolio
19,428
Q1 2025 Added 0.17%
$9.56B
$4.8 Million 1.34% of portfolio
37,869
Q1 2025 Reduced 1.49%
$5.87B
$2.93 Million 0.82% of portfolio
81,618
Q1 2025 Reduced 2.21%
$5.36B
$2.6 Million 0.73% of portfolio
80,464
Q1 2025 Added 23.48%
$2.16B
$2.58 Million 0.72% of portfolio
77,734
Q1 2025 Added 2.01%
$6.28B
$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%
$7.09B
$1.44 Million 0.4% of portfolio
136,880
Q1 2025 Added 2.32%
$2.64B
$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%
$6.69B
$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
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