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CIK: 0001633910
Total reported value
$524.1M
$524.1M
89 檔
22.8%
As reported in its official Q2 2025 Form 13F filing, Hedeker Wealth, LLC's tracked investment portfolio stood at $524.1M with 89 total positions.
During Q2 2025, 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 22.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 9.08% | -2.84% | -14.04% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 6.34% | -0.97% | -1.57% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.26% | -0.11% | -2.48% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.11% | +0.21% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | +0.06% | +0.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.94% | +0.09% | -2.34% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.85% | -0.28% | -1.38% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.57% | — | +11.34% | |
| 9 | DTCR | Global X Data Center & Digit | ETF-Other | 2.52% | +0.24% | -1.74% | |
| 10 | GDDY | Godaddy Inc - Class A | Stock-Tech | 2.33% | — | +0.22% | |
| 11 | NRG | Nrg Energy Inc | Stock-Utilities | 2.28% | -0.18% | -2.31% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.01% | +0.50% | |
| 13 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 2.09% | -0.20% | +3.21% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.34% | -0.89% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +0.32% | -3.64% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | — | -1.28% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.80% | -0.36% | +0.87% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.78% | +0.18% | +1.30% | |
| 19 | URI | United Rentals Inc | Stock-Industrials | 1.72% | +0.64% | +0.97% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.65% | — | -8.62% | |
| 21 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 1.57% | -0.24% | -1.48% | |
| 22 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.56% | -0.17% | -0.60% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.47% | -0.24% | +6.57% | |
| 24 | AYI | Acuity Inc | Stock-Industrials | 1.39% | +0.26% | +2.57% | |
| 25 | COHR | Coherent CORP | Stock-Tech | 1.32% | +0.67% | +2.37% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.03% | -0.57% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.02% | -7.23% | |
| 28 | MGMT | Ballast Small/mid Cap ETF | ETF-Other | 1.15% | +0.10% | +0.81% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.14% | -0.29% | +1.13% | |
| 30 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.12% | +0.47% | -11.69% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.10% | -0.19% | +0.39% | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 1.04% | -0.01% | +2.88% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.22% | +109.89% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.94% | -0.42% | +1.43% | |
| 35 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.92% | +0.08% | +13.59% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.92% | — | -1.81% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.91% | -0.01% | -2.40% | |
| 38 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.91% | +0.57% | — | |
| 39 | TWLO | Twilio Inc - A | Stock-Tech | 0.89% | +0.46% | -2.13% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.88% | +0.87% | +69.33% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.83% | — | +15.94% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.08% | -7.64% | |
| 43 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.80% | -0.22% | -0.39% | |
| 44 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.70% | -0.11% | -0.17% | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.67% | -0.03% | -1.32% | |
| 46 | LNC | Lincoln National CORP | Stock-Financials | 0.66% | -0.07% | +0.87% | |
| 47 | GTLS | Chart Industries Inc | Stock-Industrials | 0.62% | — | +7.61% | |
| 48 | HRMY | Harmony Biosciences Holdings | Stock-Other | 0.58% | -0.04% | +1.51% | |
| 49 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.58% | -0.33% | +0.66% | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.57% | — | +105.69% |
According to official SEC Form 13F filings, Hedeker Wealth, LLC reported a total U.S. public equity portfolio value of $524.1M across 89 disclosed positions in Q2 2025.
During Q2 2025, Hedeker Wealth, LLC's top holdings by market value included PLTR (9.1%)、AVGO (6.3%)、MSFT (5.3%). The largest single position, PLTR, represented 9.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q2 2025, 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.
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