Hedeker Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lincolnshire, IL
CIK
0001633910
Alternate names
Hedeker Wealth Management Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 88 316,699 MSFT, AAPL, SPY, AVGO 13F-HR 1/24/2024 000117266124000326
Q3 2023 84 288,103 MSFT, AAPL, AVGO, AMZN 13F-HR 11/7/2023 000117266123003638
Q2 2023 91 300,041 MSFT, AAPL, BIL, AVGO 13F-HR 7/21/2023 000117266123002587
Q1 2023 92 281,424 MSFT, AAPL, AYI, AVGO 13F-HR 4/18/2023 000117266123001717
Q4 2022 92 267,603 MSFT, FLRN, AAPL, MRK 13F-HR 1/20/2023 000117266123000243
Q3 2022 87 256,764 MSFT, AAPL, AMZN, FLRN 13F-HR 11/10/2022 000160658722002257
Q2 2022 88 289,828 IVW, AAPL, MSFT, AMZN 13F-HR 7/28/2022 000160658722001522
Q1 2022 80 330,011 AAPL, MSFT, AMZN, NVDA 13F-HR 4/13/2022 000160658722000654
Q4 2021 86 344,168 AAPL, MSFT, AMZN, CWB 13F-HR 2/1/2022 000160658722000216
Q3 2021 89 323,622 MSFT, AAPL, AMZN, CWB 13F-HR 10/27/2021 000160658721001429
Q2 2021 75 321,133 MBB, MSFT, VCIT, AAPL 13F-HR 7/21/2021 000160658721000809
Q1 2021 65 284,765 VCIT, GOVT, MSFT, AAPL 13F-HR 5/4/2021 000160658721000557
Q4 2020 66 285,953 VCIT, GOVT, MBB, AAPL 13F-HR 1/19/2021 000160658721000043
Q3 2020 67 211,210 MSFT, AAPL, AMZN, NVDA 13F-HR 10/26/2020 000160658720001122
Q2 2020 63 193,883 MSFT, AAPL, AMZN, ADPT 13F-HR 8/13/2020 000160658720000967
Q1 2020 60 158,719 MSFT, AAPL, AMZN, CMS 13F-HR 4/28/2020 000160658720000480
Q4 2019 58 186,534 AAPL, MSFT, TROW, JPM 13F-HR 1/28/2020 000160658720000119
Q3 2019 58 165,459 MSFT, AAPL, TROW, JPM 13F-HR 11/1/2019 000160658719000956
Q2 2019 56 157,781 MSFT, AAPL, AGG, AMZN 13F-HR 7/26/2019 000160658719000694
Q1 2019 66 132,562 AAPL, MSFT, AMZN, BAC RESTATEMENT 4/22/2019 000160658719000387
Q1 2019 66 132,562 AAPL, MSFT, AMZN, BAC RESTATEMENT 4/22/2019 000160658719000388
Q4 2018 68 124,668 AAPL, MSFT, BAC, AMZN 13F-HR 1/16/2019 000160658719000039
Q4 2018 68 124,668 AAPL, MSFT, BAC, AMZN 13F-HR 1/16/2019 000160658719000040
Q3 2018 69 142,443 AAPL, MSFT, AMZN, BAC 13F-HR 10/26/2018 000160658718000789
Q2 2018 70 130,261 AAPL, MSFT, TROW, BAC RESTATEMENT 7/27/2018 000160658718000542
Q1 2018 70 129,440 AAPL, BAC, MSFT, TROW 13F-HR 5/4/2018 000160658718000388
Q4 2017 69 128,416 AAPL, BRK-B, BAC, TROW 13F-HR 2/6/2018 000160658718000123
Q3 2017 70 113,633 AAPL, BRK-B, BAC, TROW 13F-HR 11/13/2017 000160658717000668
Q2 2017 84 104,048 AAPL, BRK-B, BAC, CMS 13F-HR 8/9/2017 000160658717000479
Q1 2017 89 105,670 BRK-B, AAPL, BAC, CMS 13F-HR 5/12/2017 000160658717000339
Q4 2016 118 121,410 BRK-B, AAPL, KEY, BAC 13F-HR 2/9/2017 000160658717000118
Q3 2016 170 1,930,397 KEY, BAC, GE, PFE 13F-HR 10/18/2016 000160658716000783
Q2 2016 118 114,435 AAPL, BRK-B, CMS, BAC 13F-HR 7/28/2016 000160658716000681
Q1 2016 85 106,653 BRK-B, PWR, J, AAPL 13F-HR 5/10/2016 000160658716000596
Q4 2015 187 113,112 BRK-B, WFC, J, PWR 13F-HR 2/4/2016 000160658716000376
Q3 2015 103 114,986 BRK-B, PWR, AAPL, J 13F-HR 11/5/2015 000160658715000296
Q2 2015 180 124,277 BRK-B, AAPL, BA, JPM 13F-HR 8/11/2015 000160658715000232
Q1 2015 98 120,489 BRK-B, BA, AAPL, GM 13F-HR 4/29/2015 000160658715000136
Q4 2014 178 123,872 BRK-B, AAPL, BA, KSS 13F-HR 2/17/2015 000160658715000061
Additional filings from Hedeker Wealth, LLC that have since been restated