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CIK: 0001633910
Total reported value
$524.1M
$524.1M
87 檔
17.1%
In Q1 2025, Hedeker Wealth, LLC's U.S. equity holdings reached a combined market value of $524.1M, distributed across 87 disclosed stock positions.
In Q1 2025, Hedeker Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.54% | -2.84% | -12.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.11% | -0.94% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.51% | -0.97% | -1.67% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.09% | -2.44% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | +0.11% | -1.35% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | +0.06% | -7.54% | |
| 7 | GDDY | Godaddy Inc - Class A | Stock-Tech | 2.68% | — | -2.24% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.68% | — | +14.20% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.60% | -0.28% | +54.08% | |
| 10 | DTCR | Global X Data Center & Digit | ETF-Other | 2.57% | +0.24% | +27.87% | |
| 11 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 2.32% | -0.20% | +2.51% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.31% | +0.01% | -34.32% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.24% | — | -1.19% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.13% | +0.32% | -2.15% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | +0.34% | -1.55% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.08% | — | -1.11% | |
| 17 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.81% | -0.24% | +16.21% | |
| 18 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.81% | -0.17% | -22.27% | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.69% | +0.18% | -1.11% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.02% | -3.07% | |
| 21 | URI | United Rentals Inc | Stock-Industrials | 1.64% | +0.64% | -1.35% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.61% | -0.36% | +4.04% | |
| 23 | NRG | Nrg Energy Inc | Stock-Utilities | 1.60% | -0.18% | -1.99% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.48% | -0.24% | +0.29% | |
| 25 | AYI | Acuity Inc | Stock-Industrials | 1.38% | +0.26% | +0.17% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.29% | -0.29% | +1.54% | |
| 27 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.29% | +0.47% | -1.49% | |
| 28 | MGMT | Ballast Small/mid Cap ETF | ETF-Other | 1.28% | +0.10% | -3.51% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.23% | -0.19% | -1.63% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.03% | -2.10% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.17% | -0.01% | — | |
| 32 | ACN | Accenture plc | Stock-Tech | 1.12% | — | +3.63% | |
| 33 | TFC | Truist Financial CORP | Stock-Financials | 1.12% | -0.01% | +3.46% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.10% | -0.42% | -2.91% | |
| 35 | COHR | Coherent CORP | Stock-Tech | 1.08% | +0.67% | +6.50% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.08% | -1.68% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.93% | +0.08% | — | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.83% | — | -0.88% | |
| 39 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.83% | — | -10.50% | |
| 40 | TWLO | Twilio Inc - A | Stock-Tech | 0.83% | +0.46% | +111.38% | |
| 41 | LNC | Lincoln National CORP | Stock-Financials | 0.79% | -0.07% | -2.21% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.17% | -24.90% | |
| 43 | FMB | First Trust Managed Municipa | ETF-Other | 0.74% | -0.11% | +1.84% | |
| 44 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.73% | — | -8.58% | |
| 45 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.73% | -0.22% | +4.99% | |
| 46 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.70% | -0.33% | +23.48% | |
| 47 | HRMY | Harmony Biosciences Holdings | Stock-Other | 0.69% | -0.04% | +2.01% | |
| 48 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.68% | -0.03% | -0.83% | |
| 49 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.62% | -0.11% | -12.67% | |
| 50 | GTLS | Chart Industries Inc | Stock-Industrials | 0.58% | — | +1.53% |
According to official SEC Form 13F filings, Hedeker Wealth, LLC reported a total U.S. public equity portfolio value of $524.1M across 87 disclosed positions in Q1 2025.
During Q1 2025, Hedeker Wealth, LLC's top holdings by market value included PLTR (7.5%)、MSFT (4.7%)、AVGO (4.5%). The largest single position, PLTR, represented 7.5% 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 terms of portfolio concentration, the top 5 core holdings (including PLTR, MSFT, AVGO) accounted for 17.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
PLTR
市值: $28.0M
In Q1 2025, Hedeker Wealth, LLC made 50 total portfolio adjustments, initiating 50 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.
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