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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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