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The Analysis of Hedeker Wealth, LLC's Holdings & P&L

Currently, Hedeker Wealth, LLC holds 87 types of securities in its portfolio with a total value $473.7M. In the most recent quarter, they have increased their positions in PULS (+140.1K shares, valued at $6.9M), MS (+26.2K shares, valued at $4.3M), PYLD (+111.6K shares, valued at $2.9M); decreased their positions in N/A (-8.5K shares, valued at $4.1M), COST (-2.8K shares, valued at $2.8M), UBER (-14.0K shares, valued at $1.0M); initiated new positions in MS (+26.2K shares, valued at $4.3M), PSMT (+19.4K shares, valued at $2.9M), MINO (+51.8K shares, valued at $2.3M).

1M P&L

+10.5M+2.75%

3M P&L

+18.2M+4.87%

HY P&L

+30.2M+8.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A97.1M

26.1%

2Software - Infrastructure72.7M

19.5%

3Internet Retail17.3M

4.6%

Top Industries by Stock Count

1N/A24 stocks

32.0%

2Software - Infrastructure4 stocks

5.3%

3Asset Management3 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PLTR PALANTIR TECHNOLOGIES INC214.9K shares3.33%2026-03-312026-05-11

BROADCOM INC BROADCOM INC95.7K shares1.99%2026-03-312026-05-11

MSFT MICROSOFT CORP51.7K shares9.43%2026-03-312026-05-11

NVDA NVIDIA CORPORATION94.7K shares3.38%2026-03-312026-05-11

AAPL APPLE INC61.2K shares1.57%2026-03-312026-05-11

AMZN AMAZON COM INC72.3K shares1.61%2026-03-312026-05-11

COHERENT CORP COHERENT CORP61.5K shares-1.27%2026-03-312026-05-11

ALPHABET INC ALPHABET INC49.7K shares1.41%2026-03-312026-05-11

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DTCR GLOBAL X FDS591.3K shares4.67%2026-03-312026-05-11

ALPHABET INC ALPHABET INC48.4K shares1.11%2026-03-312026-05-11

SPIN SSGA ACTIVE TR451.7K shares8.02%2026-03-312026-05-11

PULS PGIM ETF TR278.2K shares101.46%2026-03-312026-05-11

ASML ASML HLDG NV9.2K shares2.07%2026-03-312026-05-11

META META PLATFORMS INC20.1K shares18.19%2026-03-312026-05-11

OBND SSGA ACTIVE TR387.7K shares15.70%2026-03-312026-05-11

FIX COMFORT SYS USA INC7.1K shares-0.08%2026-03-312026-05-11

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SPY STATE STR SPDR S&P 500 ETF T14.1K shares-5.53%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC75.4K shares1.89%2026-03-312026-05-11

NRG NRG ENERGY INC57.8K shares0.65%2026-03-312026-05-11

LLY ELI LILLY & CO9.1K shares0.00%2026-03-312026-05-11

PYLD PIMCO ETF TR306.7K shares57.23%2026-03-312026-05-11

SPLB SPDR SERIES TRUST340.2K shares26.01%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC64.7K shares55.59%2026-03-312026-05-11

MGMT UNIFIED SER TR162.4K shares31.61%2026-03-312026-05-11

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URI UNITED RENTALS INC9.7K shares1.23%2026-03-312026-05-11

HYBL SSGA ACTIVE TR238.3K shares13.24%2026-03-312026-05-11

GNRC GENERAC HLDGS INC33.5K shares2.82%2026-03-312026-05-11

AYI ACUITY INC19.8K shares1.60%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO18.3K shares0.71%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL156.4K shares1.28%2026-03-312026-05-11

WMT WALMART INC40.6K shares-0.69%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC67.2K shares-17.28%2026-03-312026-05-11

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TWLO TWILIO INC38.1K shares-10.10%2026-03-312026-05-11

TFC TRUIST FINL CORP102.7K shares-2.55%2026-03-312026-05-11

MS MORGAN STANLEY26.2K sharesnew addition2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC47.7K shares-5.66%2026-03-312026-05-11

ULTA ULTA BEAUTY INC7.9K shares2.81%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC68.8K shares0.88%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC4.1K shares138.93%2026-03-312026-05-11

IBKR INTERACTIVE BROKERS GROUP IN58.0K shares104.71%2026-03-312026-05-11

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GRID FIRST TR EXCHANGE-TRADED FD23.7K shares10.24%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC7.6K shares63.47%2026-03-312026-05-11

THC TENET HEALTHCARE CORP17.7K shares4.70%2026-03-312026-05-11

FMB FIRST TR EXCH TRADED FD III62.6K shares183.29%2026-03-312026-05-11

LNC LINCOLN NATL CORP IND88.0K shares1.11%2026-03-312026-05-11

PSMT PRICESMART INC19.4K sharesnew addition2026-03-312026-05-11

NVT NVENT ELEC PLC24.4K shares3.79%2026-03-312026-05-11

BXSL BLACKSTONE SECD LENDING FD121.4K shares114.15%2026-03-312026-05-11

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TROW PRICE T ROWE GROUP INC31.9K shares201.94%2026-03-312026-05-11

MTZ MASTEC INC8.6K shares2.64%2026-03-312026-05-11

GII SPDR INDEX SHS FDS35.1K shares12.27%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC5.2K shares-4.67%2026-03-312026-05-11

IESC IES HOLDINGS INC5.0K shares2.10%2026-03-312026-05-11

MINO PIMCO ETF TR51.8K sharesnew addition2026-03-312026-05-11

LAMR LAMAR ADVERTISING CO18.3K shares2.01%2026-03-312026-05-11

JLL JONES LANG LASALLE INC7.5K shares2.40%2026-03-312026-05-11

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MLN VANECK ETF TRUST119.9K shares565.75%2026-03-312026-05-11

XMPT VANECK ETF TRUST97.0K shares234.78%2026-03-312026-05-11

PFFA ETFIS SER TR I95.4K shares65.17%2026-03-312026-05-11

APP APPLOVIN CORP4.5K sharesnew addition2026-03-312026-05-11

HRMY HARMONY BIOSCIENCES HLDGS IN60.9K shares-17.27%2026-03-312026-05-11

H HYATT HOTELS CORP10.7K shares-25.31%2026-03-312026-05-11

HD HOME DEPOT INC4.4K shares-0.94%2026-03-312026-05-11

KO COCA COLA CO19.0K shares2.13%2026-03-312026-05-11

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FLEU FRANKLIN TEMPLETON ETF TR41.0K shares80.24%2026-03-312026-05-11

GNR SPDR INDEX SHS FDS14.5K shares6.47%2026-03-312026-05-11

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO26.6K shares2.02%2026-03-312026-05-11

NFLX NETFLIX INC.10.1K sharesnew addition2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-80.79%2026-03-312026-05-11

WHD CACTUS INC20.5K shares4.33%2026-03-312026-05-11

CART MAPLEBEAR INC19.9K shares0.20%2026-03-312026-05-11

MTB M & T BK CORP3.4K shares0.00%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION671 shares-80.72%2026-03-312026-05-11

TPL TEXAS PACIFIC LAND CORPORATI1.4K sharesnew addition2026-03-312026-05-11

AMCOR PLC AMCOR PLC13.8K sharesnew addition2026-03-312026-05-11

FMHI FIRST TR EXCH TRADED FD III10.0K shares0.65%2026-03-312026-05-11

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D234 shares-31.18%2026-03-312026-05-11

CNM CORE & MAIN INC8.6K shares2.87%2026-03-312026-05-11

MFLX FIRST TR EXCHNG TRADED FD VI23.6K shares0.77%2026-03-312026-05-11

MO ALTRIA GROUP INC5.7K shares1.84%2026-03-312026-05-11

Sponsored

FANG DIAMONDBACK ENERGY INC1.9K shares3.63%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS574 shares7.69%2026-03-312026-05-11

PUSH PGIM ETF TR6.2K shares0.00%2026-03-312026-05-11

FSMB FIRST TR EXCH TRADED FD III13.9K shares2.54%2026-03-312026-05-11

BLV VANGUARD BD INDEX FDS3.2K shares0.00%2026-03-312026-05-11

OWL BLUE OWL CAPITAL INC17.2K shares8.47%2026-03-312026-05-11

NIO NIO INC12.5K shares0.00%2026-03-312026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

3.33%

Shares214.9K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

1.99%

Shares95.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

9.43%

Shares51.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

3.38%

Shares94.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

1.57%

Shares61.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

1.61%

Shares72.3K

Event2026-03-31

Filed2026-05-11

COHERENT CORP

-1.27%

Shares61.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.41%

Shares49.7K

Event2026-03-31

Filed2026-05-11

DTCR

GLOBAL X FDS

4.67%

Shares591.3K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.11%

Shares48.4K

Event2026-03-31

Filed2026-05-11

SPIN

SSGA ACTIVE TR

8.02%

Shares451.7K

Event2026-03-31

Filed2026-05-11

PULS

PGIM ETF TR

101.46%

Shares278.2K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

2.07%

Shares9.2K

Event2026-03-31

Filed2026-05-11