HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
46,312 | -487 | $19,484 |
| MSFT | 46,312 | -487 | $19,484 |
| SPDR S&P 500 ETF TR (SPY) |
27,041 | -2,381 | $14,144 |
| SPY | 27,041 | -2,381 | $14,144 |
| BROADCOM INC |
10,502 | -36 | $13,919 |
| AVGO | 10,502 | -36 | $13,919 |
| APPLE INC |
75,256 | +1,182 | $12,905 |
| AAPL | 75,256 | +1,182 | $12,905 |
| AMAZON COM INC |
70,741 | +317 | $12,760 |
| AMZN | 70,741 | +317 | $12,760 |
| PALANTIR TECHNOLOGIES INC |
496,861 | -2,400 | $11,433 |
| PLTR | 496,861 | -2,400 | $11,433 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
156,928 | +4,529 | $9,080 |
| JEPI | 156,928 | +4,529 | $9,080 |
| MICRON TECHNOLOGY INC |
72,204 | -310 | $8,512 |
| MU | 72,204 | -310 | $8,512 |
| ALPHABET INC |
53,287 | -198 | $8,113 |
| GOOG | 53,287 | -198 | $8,113 |
| ALPHABET INC |
53,144 | -230 | $8,021 |
| GOOGL | 53,144 | -230 | $8,021 |
| MERCK & CO INC |
60,379 | +150 | $7,967 |
| MRK | 60,379 | +150 | $7,967 |
| GODADDY INC |
62,073 | -1,820 | $7,367 |
| GDDY | 62,073 | -1,820 | $7,367 |
| VANGUARD BD INDEX FDS (BLV) |
99,334 | +9,459 | $7,185 |
| BLV | 99,334 | +9,459 | $7,185 |
| UNITED RENTALS INC |
9,444 | -68 | $6,810 |
| URI | 9,444 | -68 | $6,810 |
| VISA INC |
24,338 | +26 | $6,792 |
| V | 24,338 | +26 | $6,792 |
| SPDR SER TR (BIL) |
71,355 | +2,401 | $6,550 |
| BIL | 71,355 | +2,401 | $6,550 |
| UNIFIED SER TR |
166,328 | +16,646 | $6,307 |
| MGMT | 166,328 | +16,646 | $6,307 |
| GLOBAL X FDS |
388,192 | +4,701 | $6,036 |
| VPN | 388,192 | +4,701 | $6,036 |
| SSGA ACTIVE TR |
209,903 | -6,275 | $5,957 |
| HYBL | 209,903 | -6,275 | $5,957 |
| CITIGROUP INC |
89,596 | +15,599 | $5,666 |
| C | 89,596 | +15,599 | $5,666 |
| BLACKSTONE INC |
40,540 | +1,077 | $5,326 |
| BX | 40,540 | +1,077 | $5,326 |
 BERKSHIRE HATHAWAY INC DEL |
$5,061 | ||
| BRK.B | 12,036 | +131 | $5,061 |
| BOOZ ALLEN HAMILTON HLDG COR |
33,975 | +220 | $5,043 |
| BAH | 33,975 | +220 | $5,043 |
| ACUITY BRANDS INC |
18,693 | -332 | $5,023 |
| AYI | 18,693 | -332 | $5,023 |
| COMCAST CORP NEW |
115,153 | -874 | $4,992 |
| CMCSA | 115,153 | -874 | $4,992 |
| GENERAC HLDGS INC |
38,086 | +38,086 | $4,804 |
| GNRC | 38,086 | +38,086 | $4,804 |
| ACCENTURE PLC IRELAND |
13,703 | +49 | $4,750 |
| ACN | 13,703 | +49 | $4,750 |
| SPDR SER TR (SPTL) |
162,837 | +5,619 | $4,550 |
| SPTL | 162,837 | +5,619 | $4,550 |
| CONSTELLATION BRANDS INC |
16,352 | -4,208 | $4,444 |
| STZ | 16,352 | -4,208 | $4,444 |
| KEYSIGHT TECHNOLOGIES INC |
27,833 | +93 | $4,353 |
| KEYS | 27,833 | +93 | $4,353 |
| SPDR SER TR (SPLB) |
186,228 | +16,829 | $4,328 |
| SPLB | 186,228 | +16,829 | $4,328 |
| NRG ENERGY INC |
62,422 | -1,527 | $4,225 |
| NRG | 62,422 | -1,527 | $4,225 |
| MEDTRONIC PLC |
47,698 | +186 | $4,157 |
| MDT | 47,698 | +186 | $4,157 |
| TRUIST FINL CORP |
103,364 | +18,934 | $4,029 |
| TFC | 103,364 | +18,934 | $4,029 |
| THERMO FISHER SCIENTIFIC INC |
6,923 | -692 | $4,024 |
| TMO | 6,923 | -692 | $4,024 |
| JPMORGAN CHASE & CO |
19,354 | +615 | $3,877 |
| JPM | 19,354 | +615 | $3,877 |
| HCA HEALTHCARE INC |
11,117 | +89 | $3,708 |
| HCA | 11,117 | +89 | $3,708 |
| AKAMAI TECHNOLOGIES INC |
32,081 | +1,185 | $3,489 |
| AKAM | 32,081 | +1,185 | $3,489 |
| HALLIBURTON CO |
84,614 | +7,355 | $3,335 |
| HAL | 84,614 | +7,355 | $3,335 |
| META PLATFORMS INC |
6,850 | +6,850 | $3,326 |
| META | 6,850 | +6,850 | $3,326 |
| ULTA BEAUTY INC |
6,139 | -117 | $3,210 |
| ULTA | 6,139 | -117 | $3,210 |
| FREEPORT MCMORAN INC |
66,611 | -428 | $3,132 |
| FCX | 66,611 | -428 | $3,132 |
| PIMCO ETF TR (MINT) |
29,638 | +435 | $2,980 |
| MINT | 29,638 | +435 | $2,980 |
| COSTCO WHSL CORP NEW |
4,055 | -2,102 | $2,971 |
| COST | 4,055 | -2,102 | $2,971 |
| COHERENT CORP |
47,297 | +172 | $2,867 |
| COHR | 47,297 | +172 | $2,867 |
| DANAHER CORPORATION |
11,332 | -45 | $2,830 |
| DHR | 11,332 | -45 | $2,830 |
| KINDER MORGAN INC DEL |
143,969 | -1,338 | $2,640 |
| KMI | 143,969 | -1,338 | $2,640 |
| HARMONY BIOSCIENCES HLDGS IN |
78,223 | +78,223 | $2,627 |
| HRMY | 78,223 | +78,223 | $2,627 |
| LINCOLN NATL CORP IND |
81,368 | +1,317 | $2,598 |
| LNC | 81,368 | +1,317 | $2,598 |
| FORTREA HLDGS INC |
64,628 | +64,628 | $2,594 |
| FTRE | 64,628 | +64,628 | $2,594 |
See Full List: All Stocks Held By Hedeker Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hedeker Wealth LLC
|
Size ($ in 1000's)
At 03/31/2024: $347,192 At 12/31/2023: $316,700 Hedeker Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hedeker Wealth LLC 13F filings. Link to 13F filings: SEC filings |
