Hedeker Wealth, LLC Top Holdings and 13F Report (2025) About Hedeker Wealth, LLCInvestment ActivityHedeker Wealth, LLC has $401.69 million in total holdings as of December 31, 2024.Hedeker Wealth, LLC owns shares of 85 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 7.52% of the portfolio was purchased this quarter.About 8.43% of the portfolio was sold this quarter.This quarter, Hedeker Wealth, LLC has purchased 83 new stocks and bought additional shares in 39 stocks.Hedeker Wealth, LLC sold shares of 36 stocks and completely divested from 7 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $28,642,408Broadcom $23,621,250Microsoft $19,794,405Apple $16,173,410Amazon.com $15,866,211 Largest New Holdings this Quarter SPDR Loomis Sayles Opportunistic Bond ETF $8,351,150 HoldingChart Industries $2,814,890 HoldingTenet Healthcare $2,461,359 HoldingBlackstone Secured Lending Fund $2,105,384 HoldingBLACKROCK INC $1,960,010 Holding Largest Purchases this Quarter SPDR Loomis Sayles Opportunistic Bond ETF 324,859 shares (about $8.35M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 36,092 shares (about $3.30M)Chart Industries 14,750 shares (about $2.81M)Tenet Healthcare 19,499 shares (about $2.46M)Blackstone Secured Lending Fund 65,162 shares (about $2.11M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 92,540 shares (about $7.00M)SPDR S&P 500 ETF Trust 2,224 shares (about $1.30M)Merck & Co., Inc. 5,982 shares (about $595.09K)SPDR Portfolio Long Term Corporate Bond ETF 22,185 shares (about $493.17K)Uber Technologies 7,780 shares (about $469.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHedeker Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$28,642,408$6,998,792 ▼-19.6%378,7187.1%CL AAVGOBroadcom$23,621,250$324,576 ▼-1.4%101,8865.9%Computer and TechnologyMSFTMicrosoft$19,794,405$94,416 ▲0.5%46,9624.9%Computer and TechnologyAAPLApple$16,173,410$228,133 ▼-1.4%64,5854.0%Computer and TechnologyAMZNAmazon.com$15,866,211$3,730 ▼0.0%72,3203.9%Retail/WholesaleNVDANVIDIA$13,977,843$203,584 ▼-1.4%104,0873.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,689,071$1,303,442 ▼-8.7%23,3573.4%FinanceGDDYGoDaddy$11,176,668$449,411 ▼-3.9%56,6282.8%Computer and TechnologyGOOGAlphabet$9,875,475$115,978 ▼-1.2%51,8562.5%Computer and TechnologyGOOGLAlphabet$9,719,553$108,658 ▼-1.1%51,3452.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$8,782,070$32,044 ▲0.4%152,6522.2%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$8,517,891$493,173 ▼-5.5%383,1712.1%ETFOBNDSPDR Loomis Sayles Opportunistic Bond ETF$8,351,150$8,351,150 ▲New Holding324,8592.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$7,790,813$3,299,879 ▲73.5%85,2111.9%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$7,624,899$25,917 ▼-0.3%460,7191.9%ManufacturingVVisa$7,610,777$44,877 ▼-0.6%24,0821.9%Business ServicesURIUnited Rentals$6,936,973$58,466 ▲0.8%9,8481.7%ConstructionBXBlackstone$6,783,261$14,311 ▲0.2%39,3421.7%FinanceMETAMeta Platforms$6,377,375$34,545 ▲0.5%10,8921.6%Computer and TechnologyCCitigroup$6,318,445$3,590 ▲0.1%89,7631.6%FinanceGNRCGenerac$5,960,432$25,428 ▲0.4%38,4421.5%Industrial ProductsHYBLSPDR Blackstone High Income ETF$5,850,013$95,561 ▼-1.6%206,2411.5%ETFNRGNRG Energy$5,731,823$19,758 ▲0.3%63,5321.4%UtilitiesAYIAcuity Brands$5,665,934$111,887 ▲2.0%19,3951.4%ConstructionCOHRCoherent$5,519,896$100,887 ▼-1.8%58,2701.4%Business ServicesBRK.BBerkshire Hathaway$5,401,077$5,892 ▼-0.1%11,9161.3%FinanceMRKMerck & Co., Inc.$5,396,599$595,090 ▼-9.9%54,2481.3%MedicalMGMTBallast Small/Mid Cap ETF$5,334,927$195,033 ▼-3.5%128,2901.3%ETFUBERUber Technologies$4,762,747$469,290 ▼-9.0%78,9581.2%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$4,662,049$3,396 ▼-0.1%179,8631.2%ETFACNAccenture$4,541,257$80,912 ▼-1.8%12,9091.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,521,508$28,766 ▼-0.6%18,8621.1%FinanceKMIKinder Morgan$4,465,111$108,943 ▼-2.4%162,9601.1%Oils/EnergyBAHBooz Allen Hamilton$4,240,536$84,427 ▼-2.0%32,9491.1%Business ServicesTFCTruist Financial$4,228,553$27,590 ▲0.7%97,4771.1%FinanceTMOThermo Fisher Scientific$3,919,413$216,936 ▲5.9%7,5341.0%MedicalCMCSAComcast$3,785,514$24,395 ▲0.6%100,8660.9%Consumer DiscretionaryMDTMedtronic$3,752,181$44,892 ▼-1.2%46,9730.9%MedicalSTZConstellation Brands$3,563,763$22,099 ▲0.6%16,1260.9%Consumer StaplesCOSTCostco Wholesale$3,551,463$111,785 ▼-3.1%3,8760.9%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,108,232$41,139 ▼-1.3%30,9770.8%ETFULTAUlta Beauty$3,048,859$16,527 ▲0.5%7,0100.8%Retail/WholesaleGTLSChart Industries$2,814,890$2,814,890 ▲New Holding14,7500.7%Industrial ProductsFMBFirst Trust Managed Municipal ETF$2,716,895$944,654 ▲53.3%53,2620.7%ManufacturingLNCLincoln National$2,646,643$65,386 ▲2.5%83,4640.7%FinanceHRMYHarmony Biosciences$2,622,145$31,520 ▲1.2%76,2030.7%MedicalFCXFreeport-McMoRan$2,564,361$24,409 ▲1.0%67,3410.6%Basic MaterialsHALHalliburton$2,477,888$59,111 ▼-2.3%91,1320.6%Oils/EnergyHHyatt Hotels$2,476,673$871,867 ▲54.3%15,7770.6%Consumer DiscretionaryTHCTenet Healthcare$2,461,359$2,461,359 ▲New Holding19,4990.6%MedicalLAMRLamar Advertising$2,186,635$31,530 ▲1.5%17,9620.5%FinanceBXSLBlackstone Secured Lending Fund$2,105,384$2,105,384 ▲New Holding65,1620.5%FinanceXOMExxon Mobil$1,963,503$7,100 ▼-0.4%18,2530.5%Oils/EnergyBLACKROCK INC$1,960,010$1,960,010 ▲New Holding1,9120.5%COMXMPTVanEck CEF Municipal Income ETF$1,925,491$959,272 ▲99.3%89,5290.5%ETFHDHome Depot$1,900,085$6,612 ▲0.3%4,8850.5%Retail/WholesaleJLLJones Lang LaSalle$1,771,759$53,160 ▲3.1%6,9990.4%FinanceELANElanco Animal Health$1,620,027$54,640 ▲3.5%133,7760.4%MedicalMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$1,612,157$17,844 ▲1.1%35,7780.4%ETFTWLOTwilio$1,605,636$1,605,636 ▲New Holding14,8560.4%Computer and TechnologyDEDeere & Company$1,584,2140.0%3,7390.4%Industrial ProductsLLYEli Lilly and Company$1,489,960$133,556 ▲9.8%1,9300.4%MedicalMLNVanEck Long Muni ETF$1,470,684$13,088 ▲0.9%82,2530.4%ETFEFIXFirst Trust TCW Emerging Markets Debt ETF$1,446,257$7,183 ▲0.5%89,9990.4%ETFNVTnVent Electric$1,427,679$185,872 ▲15.0%20,9460.4%Computer and TechnologyPAYCPaycom Software$1,360,591$9,429 ▼-0.7%6,6380.3%Computer and TechnologyGIISPDR S&P Global Infrastructure ETF$1,332,360$57,985 ▲4.6%22,5180.3%ETFTROWT. Rowe Price Group$1,303,479$1,696 ▼-0.1%11,5260.3%FinanceZTSZoetis$1,241,852$17,596 ▲1.4%7,6220.3%MedicalKOCoca-Cola$1,174,399$17,121 ▲1.5%18,8630.3%Consumer StaplesGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,169,293$1,169,293 ▲New Holding9,7980.3%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$1,059,258$1,059,258 ▲New Holding53,3900.3%ETFBROOKFIELD INFRASTRUCTURE CO$948,077$948,077 ▲New Holding23,6960.2%COM SUB VTG ABERYBerry Global Group$897,903$7,437 ▲0.8%13,8840.2%Industrial ProductsDISWalt Disney$853,646$32,738 ▼-3.7%7,6660.2%Consumer DiscretionaryCNMCore & Main$708,005$8,909 ▼-1.2%13,9070.2%Industrial ProductsMTBM&T Bank$661,231$376 ▼-0.1%3,5170.2%FinanceGNRSPDR S&P Global Natural Resources ETF$592,816$23,038 ▼-3.7%11,9140.1%ETFFANGDiamondback Energy$510,822$4,587 ▼-0.9%3,1180.1%Oils/EnergyVOOVanguard S&P 500 ETF$502,171$30,712 ▼-5.8%9320.1%ETFFMHIFirst Trust Municipal High Income ETF$457,403$2,511 ▲0.6%9,4720.1%ManufacturingFCNCAFirst Citizens BancShares$395,135$65,504 ▲19.9%1870.1%FinanceMFLXFirst Trust Flexible Municipal High Income ETF$380,009$4,686 ▲1.2%22,3010.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$369,561$144,554 ▲64.2%3,6840.1%ETFMOAltria Group$275,089$5,490 ▲2.0%5,2610.1%Consumer StaplesSPTLSPDR Portfolio Long Term Treasury ETF$0$8,887,804 ▼-100.0%00.0%ETFHCAHCA Healthcare$0$4,577,474 ▼-100.0%00.0%MedicalDHRDanaher$0$3,291,569 ▼-100.0%00.0%Multi-Sector ConglomeratesVPCVirtus Private Credit Strategy ETF$0$2,282,315 ▼-100.0%00.0%ETFSJMJ. M. Smucker$0$1,764,064 ▼-100.0%00.0%Consumer StaplesBIPCBrookfield Infrastructure$0$414,018 ▼-100.0%00.0%UtilitiesICLNiShares Global Clean Energy ETF$0$191,918 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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