MondegarAI
Hedeker Wealth, LLC

Q2 2024 · 13F-HR

Hedeker Wealth, LLCholdings as filed

Filed 2024-07-19 · accession 0001172661-24-002846

$345.0M
Reported value
85
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$20.5M5.95%45,943CommonNONE
11135F101AVGOBROADCOM INC$16.7M4.83%10,389CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$14.0M4.07%25,801CommonNONE
023135106AMZNAMAZON COM INC$13.8M3.99%71,230CommonNONE
037833100AAPLAPPLE INC$13.6M3.95%64,767CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$12.7M3.68%500,670CommonNONE
02079K107GOOGALPHABET INC$9.6M2.78%52,270CommonNONE
02079K305GOOGLALPHABET INC$9.5M2.74%51,941CommonNONE
595112103MUMICRON TECHNOLOGY INC$9.3M2.69%70,608CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.4M2.44%148,556CommonNONE
78464A367SPLBSPDR SER TR$8.3M2.41%368,772CommonNONE
380237107GDDYGODADDY INC$8.3M2.39%59,108CommonNONE
78464A664SPTLSPDR SER TR$7.9M2.28%288,576CommonNONE
58933Y105MRKMERCK & CO INC$7.4M2.13%59,471CommonNONE
37954Y236DTCRGLOBAL X FDS$6.6M1.92%439,886CommonNONE
90470L550MGMTUNIFIED SER TR$6.4M1.85%177,570CommonNONE
92826C839VVISA INC$6.3M1.83%24,022CommonNONE
911363109URIUNITED RENTALS INC$6.1M1.77%9,452CommonNONE
78470P846HYBLSSGA ACTIVE TR$5.9M1.70%207,537CommonNONE
172967424CCITIGROUP INC$5.6M1.63%88,724CommonNONE
30303M102METAMETA PLATFORMS INC$5.2M1.49%10,227CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$5.0M1.46%32,694CommonNONE
78468R663BILSPDR SER TR$5.0M1.46%54,741CommonNONE
368736104GNRCGENERAC HLDGS INC$5.0M1.45%37,719CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.8M1.40%11,847CommonNONE
09260D107BXBLACKSTONE INC$4.8M1.38%38,526CommonNONE
629377508NRGNRG ENERGY INC$4.8M1.38%61,207CommonNONE
00508Y102AYIACUITY BRANDS INC$4.5M1.29%18,442CommonNONE
72201R585PYLDPIMCO ETF TR$4.4M1.27%171,367CommonNONE
19247G107COHRCOHERENT CORP$4.2M1.21%57,539CommonNONE
21036P108STZCONSTELLATION BRANDS INC$4.1M1.18%15,771CommonNONE
20030N101CMCSACOMCAST CORP NEW$3.9M1.13%99,638CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.8M1.11%18,971CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.8M1.11%28,053CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.8M1.11%12,608CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.8M1.11%6,896CommonNONE
G5960L103MDTMEDTRONIC PLC$3.7M1.07%47,024CommonNONE
40412C101HCAHCA HEALTHCARE INC$3.5M1.02%10,938CommonNONE
89832Q109TFCTRUIST FINL CORP$3.5M1.00%88,822CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M0.98%3,990CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.3M0.96%166,927CommonNONE
406216101HALHALLIBURTON CO$3.2M0.93%94,938CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$3.2M0.93%65,763CommonNONE
72201R833MINTPIMCO ETF TR$3.1M0.89%30,649CommonNONE
235851102DHRDANAHER CORPORATION$2.8M0.82%11,327CommonNONE
67066G104NVDANVIDIA CORPORATION$2.7M0.77%21,504CommonNONE
90384S303ULTAULTA BEAUTY INC$2.5M0.73%6,543CommonNONE
534187109LNCLINCOLN NATL CORP IND$2.5M0.72%80,368CommonNONE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$2.2M0.64%72,625CommonNONE
26923G798VPCETFIS SER TR I$2.2M0.62%95,009CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.61%18,377CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$2.1M0.61%17,546CommonNONE
437076102HDHOME DEPOT INC$1.7M0.48%4,823CommonNONE
532457108LLYELI LILLY & CO$1.6M0.46%1,757CommonNONE
832696405SJMSMUCKER J M CO$1.6M0.46%14,579CommonNONE
047649108ATKRATKORE INC$1.6M0.46%11,691CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$1.5M0.43%28,826CommonNONE
34965K107FTREFORTREA HLDGS INC$1.5M0.42%62,217CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.4M0.42%1,356CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$1.4M0.41%99,010CommonNONE
244199105DEDEERE & CO$1.4M0.40%3,739CommonNONE
48020Q107JLLJONES LANG LASALLE INC$1.4M0.40%6,791CommonNONE
33740U604FIRST TR EXCHNG TRADED FD VI$1.4M0.39%85,544CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.3M0.39%11,550CommonNONE
98978V103ZTSZOETIS INC$1.3M0.38%7,655CommonNONE
191216100KOCOCA COLA CO$1.2M0.35%18,716CommonNONE
78463X855GIISPDR INDEX SHS FDS$1.2M0.34%21,424CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$950,7870.28%6,647CommonNONE
92189F460XMPTVANECK ETF TRUST$877,5170.25%39,869CommonNONE
012653101ALBALBEMARLE CORP$871,8110.25%9,127CommonNONE
254687106DISDISNEY WALT CO$814,2110.24%8,200CommonNONE
08579W103BERYEURBERRY GLOBAL GROUP INC$811,2100.24%13,784CommonNONE
78463X541GNRSPDR INDEX SHS FDS$692,8470.20%12,406CommonNONE
21874C102CNMCORE & MAIN INC$686,0900.20%14,019CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$627,7960.18%3,136CommonNONE
55261F104MTBM & T BK CORP$524,3110.15%3,464CommonNONE
256746108DLTRDOLLAR TREE INC$512,6260.15%4,801CommonNONE
92189F536MLNVANECK ETF TRUST$462,3240.13%25,886CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$455,1740.13%9,420CommonNONE
33740F508MFLXFIRST TR EXCHNG TRADED FD VI$374,3410.11%22,026CommonNONE
922908363VOOVANGUARD INDEX FDS$372,5970.11%745CommonNONE
72201R635MINOPIMCO ETF TR$317,9890.09%6,998CommonNONE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$306,6430.09%9,110CommonNONE
74347R370EFZPROSHARES TR$217,3720.06%13,248CommonNONE
464288224ICLNISHARES TR$175,0850.05%13,144CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.