13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633910
Total reported value
$524.1M
$524.1M
85 檔
19.9%
The Q4 2024 SEC filing reveals that Hedeker Wealth, LLC held a total portfolio value of $524.1M, covering 85 public equity positions.
During Q4 2024, Hedeker Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, AVGO, MSFT) accounted for 19.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.13% | -2.84% | -19.64% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.88% | -0.97% | -1.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.11% | +0.48% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | +0.09% | -1.39% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.95% | +0.11% | -0.02% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.06% | -1.44% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.41% | +0.01% | -8.69% | |
| 8 | GDDY | Godaddy Inc - Class A | Stock-Tech | 2.78% | — | -3.87% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | +0.32% | -1.16% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.42% | +0.34% | -1.11% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.19% | — | +0.37% | |
| 12 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 2.12% | -0.17% | -5.47% | |
| 13 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 2.08% | -0.20% | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.94% | — | +73.48% | |
| 15 | DTCR | Global X Data Center & Digit | ETF-Other | 1.90% | +0.24% | -0.34% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | — | -0.59% | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.73% | +0.64% | +0.85% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.69% | -0.24% | +0.21% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.28% | +0.54% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.57% | +0.18% | +0.06% | |
| 21 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.48% | +0.47% | +0.43% | |
| 22 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.46% | -0.24% | -1.61% | |
| 23 | NRG | Nrg Energy Inc | Stock-Utilities | 1.43% | -0.18% | +0.35% | |
| 24 | AYI | Acuity Inc | Stock-Industrials | 1.41% | +0.26% | +2.01% | |
| 25 | COHR | Coherent CORP | Stock-Tech | 1.37% | +0.67% | -1.79% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.02% | -0.11% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.34% | — | -9.93% | |
| 28 | MGMT | Ballast Small/mid Cap ETF | ETF-Other | 1.33% | +0.10% | -3.53% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.19% | -0.36% | -8.97% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.16% | -0.29% | -0.07% | |
| 31 | ACN | Accenture plc | Stock-Tech | 1.13% | — | -1.75% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.03% | -0.63% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.11% | -0.19% | -2.38% | |
| 34 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.06% | — | -1.95% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 1.05% | -0.01% | +0.66% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.17% | +5.86% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | — | +0.65% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.93% | -0.42% | -1.18% | |
| 39 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.89% | — | +0.62% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.08% | -3.05% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.77% | — | -1.31% | |
| 42 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.76% | -0.22% | +0.55% | |
| 43 | GTLS | Chart Industries Inc | Stock-Industrials | 0.70% | — | — | |
| 44 | FMB | First Trust Managed Municipa | ETF-Other | 0.68% | -0.11% | +53.30% | |
| 45 | LNC | Lincoln National CORP | Stock-Financials | 0.66% | -0.07% | +2.53% | |
| 46 | HRMY | Harmony Biosciences Holdings | Stock-Other | 0.65% | -0.04% | +1.22% | |
| 47 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.64% | -0.03% | +0.96% | |
| 48 | HAL | Halliburton Co | Stock-Energy | 0.62% | — | -2.33% | |
| 49 | H | Hyatt Hotels CORP - Cl A | Stock-Consumer Disc | 0.62% | +0.07% | +54.33% | |
| 50 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.61% | -0.11% | — |
According to official SEC Form 13F filings, Hedeker Wealth, LLC reported a total U.S. public equity portfolio value of $524.1M across 85 disclosed positions in Q4 2024.
During Q4 2024, Hedeker Wealth, LLC's top holdings by market value included PLTR (7.1%)、AVGO (5.9%)、MSFT (4.9%). The largest single position, PLTR, represented 7.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Hedeker Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.