MondegarAI
Hedeker Wealth, LLC

Q4 2024 · 13F-HR

Hedeker Wealth, LLCholdings as filed

Filed 2025-01-27 · accession 0001172661-25-000370

$401.7M
Reported value
85
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69608A108PLTRPALANTIR TECHNOLOGIES INC$28.6M7.13%378,718CommonNONE
11135F101AVGOBROADCOM INC$23.6M5.88%101,886CommonNONE
594918104MSFTMICROSOFT CORP$19.8M4.93%46,962CommonNONE
037833100AAPLAPPLE INC$16.2M4.03%64,585CommonNONE
023135106AMZNAMAZON COM INC$15.9M3.95%72,320CommonNONE
67066G104NVDANVIDIA CORPORATION$14.0M3.48%104,087CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$13.7M3.41%23,357CommonNONE
380237107GDDYGODADDY INC$11.2M2.78%56,628CommonNONE
02079K107GOOGALPHABET INC$9.9M2.46%51,856CommonNONE
02079K305GOOGLALPHABET INC$9.7M2.42%51,345CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.8M2.19%152,652CommonNONE
78464A367SPLBSPDR SER TR$8.5M2.12%383,171CommonNONE
78470P804OBNDSSGA ACTIVE TR$8.4M2.08%324,859CommonNONE
78468R663BILSPDR SER TR$7.8M1.94%85,211CommonNONE
37954Y236DTCRGLOBAL X FDS$7.6M1.90%460,719CommonNONE
92826C839VVISA INC$7.6M1.89%24,082CommonNONE
911363109URIUNITED RENTALS INC$6.9M1.73%9,848CommonNONE
09260D107BXBLACKSTONE INC$6.8M1.69%39,342CommonNONE
30303M102METAMETA PLATFORMS INC$6.4M1.59%10,892CommonNONE
172967424CCITIGROUP INC$6.3M1.57%89,763CommonNONE
368736104GNRCGENERAC HLDGS INC$6.0M1.48%38,442CommonNONE
78470P846HYBLSSGA ACTIVE TR$5.9M1.46%206,241CommonNONE
629377508NRGNRG ENERGY INC$5.7M1.43%63,532CommonNONE
00508Y102AYIACUITY BRANDS INC$5.7M1.41%19,395CommonNONE
19247G107COHRCOHERENT CORP$5.5M1.37%58,270CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.4M1.34%11,916CommonNONE
58933Y105MRKMERCK & CO INC$5.4M1.34%54,248CommonNONE
90470L550MGMTUNIFIED SER TR$5.3M1.33%128,290CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$4.8M1.19%78,958CommonNONE
72201R585PYLDPIMCO ETF TR$4.7M1.16%179,863CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4.5M1.13%12,909CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.5M1.13%18,862CommonNONE
49456B101KMIKINDER MORGAN INC DEL$4.5M1.11%162,960CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4.2M1.06%32,949CommonNONE
89832Q109TFCTRUIST FINL CORP$4.2M1.05%97,477CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.9M0.98%7,534CommonNONE
20030N101CMCSACOMCAST CORP NEW$3.8M0.94%100,866CommonNONE
G5960L103MDTMEDTRONIC PLC$3.8M0.93%46,973CommonNONE
21036P108STZCONSTELLATION BRANDS INC$3.6M0.89%16,126CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.6M0.88%3,876CommonNONE
72201R833MINTPIMCO ETF TR$3.1M0.77%30,977CommonNONE
90384S303ULTAULTA BEAUTY INC$3.0M0.76%7,010CommonNONE
16115Q308GTLSCHART INDS INC$2.8M0.70%14,750CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$2.7M0.68%53,262CommonNONE
534187109LNCLINCOLN NATL CORP IND$2.6M0.66%83,464CommonNONE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$2.6M0.65%76,203CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.6M0.64%67,341CommonNONE
406216101HALHALLIBURTON CO$2.5M0.62%91,132CommonNONE
448579102HHYATT HOTELS CORP$2.5M0.62%15,777CommonNONE
88033G407THCTENET HEALTHCARE CORP$2.5M0.61%19,499CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$2.2M0.54%17,962CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.1M0.52%65,162CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.49%18,253CommonNONE
09290D101BLKBLACKROCK INC$2.0M0.49%1,912CommonNONE
92189F460XMPTVANECK ETF TRUST$1.9M0.48%89,529CommonNONE
437076102HDHOME DEPOT INC$1.9M0.47%4,885CommonNONE
48020Q107JLLJONES LANG LASALLE INC$1.8M0.44%6,999CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$1.6M0.40%133,776CommonNONE
72201R635MINOPIMCO ETF TR$1.6M0.40%35,778CommonNONE
90138F102TWLOTWILIO INC$1.6M0.40%14,856CommonNONE
244199105DEDEERE & CO$1.6M0.39%3,739CommonNONE
532457108LLYELI LILLY & CO$1.5M0.37%1,930CommonNONE
92189F536MLNVANECK ETF TRUST$1.5M0.37%82,253CommonNONE
33740U604FIRST TR EXCHNG TRADED FD VI$1.4M0.36%89,999CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$1.4M0.36%20,946CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$1.4M0.34%6,638CommonNONE
78463X855GIISPDR INDEX SHS FDS$1.3M0.33%22,518CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.3M0.32%11,526CommonNONE
98978V103ZTSZOETIS INC$1.2M0.31%7,622CommonNONE
191216100KOCOCA COLA CO$1.2M0.29%18,863CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$1.2M0.29%9,798CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$1.1M0.26%53,390CommonNONE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$948,0770.24%23,696CommonNONE
08579W103BERYEURBERRY GLOBAL GROUP INC$897,9030.22%13,884CommonNONE
254687106DISDISNEY WALT CO$853,6460.21%7,666CommonNONE
21874C102CNMCORE & MAIN INC$708,0050.18%13,907CommonNONE
55261F104MTBM & T BK CORP$661,2310.16%3,517CommonNONE
78463X541GNRSPDR INDEX SHS FDS$592,8160.15%11,914CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$510,8220.13%3,118CommonNONE
922908363VOOVANGUARD INDEX FDS$502,1710.13%932CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$457,4030.11%9,472CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$395,1350.10%187CommonNONE
33740F508MFLXFIRST TR EXCHNG TRADED FD VI$380,0090.09%22,301CommonNONE
46436E718SGOVISHARES TR$369,5610.09%3,684CommonNONE
02209S103MOALTRIA GROUP INC$275,0890.07%5,261CommonNONE

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.