HW
| |
Hedeker Wealth, LLC13F | |
| Hedeker Wealth, LLC | |
| Last update 2025-05-07 | 87 Stocks (9 new) |
| Value $372.00 Mil | Turnover 8 % |
Hedeker Wealth, LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 332,318 | 28,047.6 | -12.25% | 7.540 | -0.87% | 0.010 | +63.70% | +102.99% | 362,293.8 | Software | |
MSFT | Microsoft Corp | 46,520 | 17,463.1 | -0.94% | 4.690 | -0.05% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AVGO | Broadcom Inc | 100,187 | 16,774.3 | -1.67% | 4.510 | -0.10% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
AAPL | Apple Inc | 63,010 | 13,996.4 | -2.44% | 3.760 | -0.10% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 71,342 | 13,573.5 | -1.35% | 3.650 | -0.05% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 96,238 | 10,430.3 | -7.54% | 2.800 | -0.26% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
GDDY | GoDaddy Inc | 55,357 | 9,972.0 | -2.24% | 2.680 | -0.06% | 0.040 | -1.78% | -14.52% | 24,040.6 | Software | |
JEPI | JPMorgan Equity Premium Income ETF | 174,334 | 9,961.5 | +14.20% | 2.680 | +0.33% | 0.030 | +8.71% | +3.46% | 41,037.7 | ||
META | Meta Platforms Inc | 16,782 | 9,672.5 | +54.08% | 2.600 | +0.91% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
VPN |
CBOE Capped VIX Premium Strategy Index
CBOE Capped VIX Premium Strategy Index
| 589,130 | 9,579.3 | +27.87% | 2.570 | +0.56% | - | +22.90% | +12.43% | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -1.34% | 83.01 ($93.37) 101.02 | $79.96 | -14.36% | Sold Out | 0 | -54,248 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.17% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -34.32% | 15,340 | -8,017 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +1.17% | 402.49 ($466) 513.76 | $459.81 | -1.33% | New holding | 9,007 | 9,007 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.94% | 33.19 ($36.08) 38.23 | $34.54 | -4.27% | Sold Out | 0 | -100,866 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | New Buy New Buy | +0.93% | 49.56 ($49.66) 49.78 | $49.70 | 0.08% | New holding | 69,726 | 69,726 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.91% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Add 54.08% | 16,782 | 5,890 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.87% | 64.98 ($87.82) 124.62 | $153.52 | 74.81% | Reduce -12.25% | 332,318 | -46,400 | |
HAL | Halliburton Co | 2025-03-31 | Sold Out Sold Out | -0.62% | 24.15 ($26.29) 29.9 | $21.22 | -19.28% | Sold Out | 0 | -91,132 | |
VPN |
CBOE Capped VIX Premium Strategy Index
CBOE Capped VIX Premium Strategy Index
| 2025-03-31 | Add Add | +0.56% | 16.17 ($17.28) 19.23 | $15.51 | -10.22% | Add 27.87% | 589,130 | 128,411 | |
ASML | ASML Holding NV | 2025-03-31 | New Buy New Buy | +0.50% | 662.63 ($727.48) 776.99 | $734.58 | 0.98% | New holding | 2,788 | 2,788 |
Hedeker Wealth, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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Hedeker Wealth, LLC's Hypothetical Growth since 2025-03-31
Hedeker Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
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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