HW

Hedeker Wealth, LLC

13F
Hedeker Wealth, LLC
Last update 2024-10-25 83 Stocks (6 new)
Value $377.00 Mil Turnover 8 %
Countries:
Top Holdings: MSFT(5.33%)AVGO(4.72%)PLTR(4.65%)AAPL(4.05%)SPY(3.89%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hedeker Wealth, LLC Top Holdings of 2024-09-30 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Add
+2.71%
●
98.91 ($118.12) 134.91
$140.06
18.58%
Add 391.09%
105,603
84,099
MU 		Micron Technology Inc2024-09-30Sold Out
-2.69%
●
86.27 ($104.58) 136.82
$104.72
0.14%
Sold Out
0
-70,608
UBER 		Uber Technologies Inc2024-09-30New Buy
+1.73%
●
58.48 ($70.4) 77.44
$79.58
13.03%
New holding
86,738
86,738
KEYS 		Keysight Technologies Inc2024-09-30Sold Out
-1.11%
●
119.86 ($142.34) 158.93
$152.89
7.41%
Sold Out
0
-28,053
MGMT 		Ballast Small/Mid Cap ETF2024-09-30Reduce
-0.46%
●
34.88 ($37.1) 39.23
$38.80
4.58%
Reduce -25.11%
132,980
-44,590
ATKR 		Atkore Inc2024-09-30Sold Out
-0.46%
●
82.78 ($108.58) 152.57
$86.69
-20.16%
Sold Out
0
-11,691
ORLY 		O'Reilly Automotive Inc2024-09-30Sold Out
-0.42%
●
1015.62 ($1101.91) 1159.62
$1,170.04
6.18%
Sold Out
0
-1,356
FTRE 		Fortrea Holdings Inc2024-09-30Sold Out
-0.42%
●
19.48 ($23.49) 27.92
$17.19
-26.82%
Sold Out
0
-62,217
H 		Hyatt Hotels Corp2024-09-30New Buy
+0.41%
●
130.36 ($147.62) 162.22
$158.69
7.50%
New holding
10,223
10,223
NVT 		nVent Electric PLC2024-09-30New 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)

To

Hedeker Wealth, LLC's Asset Allocation

To

Hedeker Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hedeker Wealth, LLC's Hypothetical Growth since 2024-09-30

Hedeker Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hedeker Wealth, LLC's Holdings Heat Map

Size field:

Hedeker Wealth, LLC's Holdings Bubble Chart

Hedeker Wealth, LLC News

  • 1

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