Hedeker Wealth, LLC Portfolio Holdings
Hedeker Wealth, LLC
- $364 Million
- Q3 2024
Hedeker Wealth, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $364 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.1M, Broadcom Inc. with a value of $17.8M, Palantir Technologies Inc. with a value of $17.5M, Apple Inc. with a value of $15.3M, and Spdr S&P 500 ETF Trust with a value of $14.7M.
Examining the 13F form we can see an increase of $31.1M in the current position value, from $333M to 364M.
Below you can find more details about Hedeker Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$364 Million
Technology: $105 Million
ETFs: $80.3 Million
Financial Services: $36.6 Million
Healthcare: $31.3 Million
Communication Services: $28.5 Million
Industrials: $28.2 Million
Consumer Cyclical: $20.7 Million
Consumer Defensive: $11 Million
Other: $22.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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