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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 $401,685,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Palantir Technologies Inc.
 PLTR 378,718 $28,642,408 7.13%
2.
Broadcom Inc.
 AVGO 101,886 $23,621,250 5.88%
3.
Microsoft Corp
 MSFT 46,962 $19,794,405 4.92%
4.
Apple Inc.
 AAPL 64,585 $16,173,410 4.02%
5.
Amazon Com Inc
 AMZN 72,320 $15,866,211 3.94%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)