HW
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Hedeker Wealth, LLC13F | |
Hedeker Wealth, LLC | |
Last update 2024-10-25 | 83 Stocks (6 new) |
Value $377.00 Mil | Turnover 8 % |
Portfolio Report |
Hedeker Wealth, LLC Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 46,738 | 20111.280 | +1.73% | 5.330 | +0.09% | 0.000 | +3.39% | +16.70% | 3250781.656 | Software | |
AVGO | Broadcom Inc | 103,286 | 17816.840 | -0.58% | 4.720 | -0.03% | 0.000 | +23.80% | +60.36% | 832810.418 | Semiconductors | |
PLTR | Palantir Technologies Inc | 471,258 | 17530.780 | -5.87% | 4.650 | -0.22% | 0.020 | +68.90% | +159.41% | 99678.085 | Software | |
AAPL | Apple Inc | 65,496 | 15260.600 | +1.13% | 4.050 | +0.05% | 0.000 | +5.80% | +20.55% | 3512765.334 | Hardware | |
SPY | S&P 500 ETF TRUST ETF | 25,581 | 14677.360 | -0.85% | 3.890 | -0.03% | 0.000 | +7.46% | +22.54% | 603396.335 | ||
AMZN | Amazon.com Inc | 72,337 | 13478.490 | +1.55% | 3.570 | +0.05% | 0.000 | +6.89% | +27.83% | 2035667.676 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 105,603 | 12824.430 | +391.09% | 3.400 | +2.71% | 0.000 | +34.55% | +181.86% | 3435794.450 | Semiconductors | |
SPLB | SPDR Portfolio Long Term Corporate Bond ETF | 405,356 | 9793.400 | +9.92% | 2.600 | +0.23% | 0.930 | +0.87% | -2.61% | 1006.840 | ||
GDDY | GoDaddy Inc | 58,905 | 9235.170 | -0.34% | 2.450 | -0.01% | 0.040 | +12.85% | +52.86% | 22831.931 | Software | |
JEPI | JPMorgan Equity Premium Income ETF | 152,095 | 9051.170 | +2.38% | 2.400 | +0.06% | 0.030 | +3.95% | +7.84% | 35952.384 |
Hedeker Wealth, LLC's Historical Top Holdings Breakdowns
Hedeker Wealth, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-09-30 | Add | +2.71% | 98.91 ($118.12) 134.91 | $140.06 | 18.58% | Add 391.09% | 105,603 | 84,099 | |
MU | Micron Technology Inc | 2024-09-30 | Sold Out | -2.69% | 86.27 ($104.58) 136.82 | $104.72 | 0.14% | Sold Out | 0 | -70,608 | |
UBER | Uber Technologies Inc | 2024-09-30 | New Buy | +1.73% | 58.48 ($70.4) 77.44 | $79.58 | 13.03% | New holding | 86,738 | 86,738 | |
KEYS | Keysight Technologies Inc | 2024-09-30 | Sold Out | -1.11% | 119.86 ($142.34) 158.93 | $152.89 | 7.41% | Sold Out | 0 | -28,053 | |
MGMT | Ballast Small/Mid Cap ETF | 2024-09-30 | Reduce | -0.46% | 34.88 ($37.1) 39.23 | $38.80 | 4.58% | Reduce -25.11% | 132,980 | -44,590 | |
ATKR | Atkore Inc | 2024-09-30 | Sold Out | -0.46% | 82.78 ($108.58) 152.57 | $86.69 | -20.16% | Sold Out | 0 | -11,691 | |
ORLY | O'Reilly Automotive Inc | 2024-09-30 | Sold Out | -0.42% | 1015.62 ($1101.91) 1159.62 | $1,170.04 | 6.18% | Sold Out | 0 | -1,356 | |
FTRE | Fortrea Holdings Inc | 2024-09-30 | Sold Out | -0.42% | 19.48 ($23.49) 27.92 | $17.19 | -26.82% | Sold Out | 0 | -62,217 | |
H | Hyatt Hotels Corp | 2024-09-30 | New Buy | +0.41% | 130.36 ($147.62) 162.22 | $158.69 | 7.50% | New holding | 10,223 | 10,223 | |
NVT | nVent Electric PLC | 2024-09-30 | New Buy | +0.34% | 60.72 ($69.01) 81.19 | $74.40 | 7.81% | New holding | 18,219 | 18,219 |
Hedeker Wealth, LLC Total Holding History ($B)
Hedeker Wealth, LLC's Asset Allocation
Hedeker Wealth, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Hedeker Wealth, LLC's Hypothetical Growth since 2024-09-30
Hedeker Wealth, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Hedeker Wealth, LLC's Holdings Heat Map
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Hedeker Wealth, LLC's Holdings Bubble Chart
Hedeker Wealth, LLC News
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