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Home > Institutional Investor > Hedeker Wealth, Llc > Profile

Instuitional Investor - Hedeker Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Hedeker Wealth, Llc
Portfolio Value $316,699,803
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 46,799 $17,598,133 5.55%
2.
Apple Inc.
 AAPL 74,074 $14,261,445 4.5%
3.
Spdr S & P 500 Etf Trust
 SPY 29,422 $13,984,571 4.41%
4.
Broadcom Inc.
 AVGO 105,380 $11,763,043 3.71%
5.
Amazon Com Inc
 AMZN 70,424 $10,700,172 3.37%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)