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HEDEKER WEALTH, LLC 13F portfolio summary

HEDEKER WEALTH, LLC of HEDEKER WEALTH, LLC has 92 current stock holdings with a reported portfolio value of $524.1M. The portfolio 1 year return is +25.86%. Top holdings include AVGO (5.28%), MSFT (3.93%), PLTR (3.80%), COHR (3.76%), NVDA (3.55%).

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HEDEKER WEALTH, LLC

HEDEKER WEALTH, LLC
Latest filing: 2026-06-30

HEDEKER WEALTH, LLC runs HEDEKER WEALTH, LLC and currently holds 92 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $524.12M. Their top holdings are AVGO, MSFT, PLTR, COHR, NVDA. The top five represent 20.3% of reported portfolio weight. HEDEKER WEALTH, LLC ranks #514 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HEDEKER WEALTH, LLC initiated 6 new positions. They added to 19 existing positions. They trimmed 59 positions. Their current best-performing preview position is COHR with returns of +65.60%.

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Top 5 Holdings
AVGO5.3%
MSFT3.9%
PLTR3.8%
COHR3.8%
NVDA3.6%
Top 5: 20.3%
Portfolio Returns
1 Year
+25.86%
#451/1000
3 Year
+90.68%
#300/1000
5 Year
+57.80%
#654/1000

Portfolio Value

$524.12M

Alpha Score

56.9

#514 of 1000

Holdings

92

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92 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AVGO
BROADCOM INC
5.28%$58.25$368.45+532.53%
Trimmed
-23.48%
MSFT
MICROSOFT CORP
3.93%$193.43$483.24+149.83%
Added
+6.86%
PLTR
PALANTIR TECHNOLOGIES INC
3.80%$24.83$179.94+624.69%
Trimmed
-20.65%
COHR
COHERENT CORP
3.76%$49.02$289.26+490.09%
Trimmed
-18.70%
NVDA
NVIDIA CORPORATION
3.55%$124.77$214.76+72.12%
Trimmed
-1.83%
ASML
ASML HLDG NV
3.43%$853.28$1,763.76+106.70%
Trimmed
-1.46%
AAPL
APPLE INC
3.37%$67.46$309.35+358.57%
Trimmed
-0.32%
GOOGL
ALPHABET INC
3.36%$110.26$344.82+212.73%
Trimmed
-0.99%
AMZN
AMAZON COM INC
3.29%$109.95$258.63+135.23%
Added
+0.21%
GOOG
ALPHABET INC
3.25%$110.45$341.75+209.42%
Trimmed
-0.58%

Showing 1-10 of 92