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| Happy Holidays!! thanks for using AUM13F!! |
| Hedeker Wealth LLC
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| CRD # | 124341 |
| SEC # | 801-61654 |
| CIK # | 0001633910 |
| AUM | $470.1 M (2025-06-23) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 847-913-5594 |
| Address | One Overlook Point Lincolnshire, IL 60069 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633910 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 38.9 | ||
| Broadcom Inc | 27.2 | ||
| Microsoft Corp | 22.6 | ||
| Amazon Com Inc | 15.7 | ||
| Nvidia Corp | 15.2 | ||
| Apple Inc | 12.6 | ||
| Facebook Inc | 12.2 | ||
| GoDaddy Inc | 10.0 | ||
| NRG Energy Inc | 9.8 | ||
| Alphabet Inc | 8.8 | ||
| Alphabet Inc | 8.7 | ||
| VISA Inc | 8.3 | ||
| Uber Technologies Inc | 7.7 | ||
| Citigroup Inc | 7.7 | ||
| United Rentals Inc /DE | 7.4 | ||
| Blackstone Group LP | 6.3 | ||
| Acuity Brands Inc | 5.9 | ||
| II-VI Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Generac Holdings Inc | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 43.9 |
| (b) Individuals (high net worth individuals) | 94 | 413.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 47 | 12.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 707 | 470.1 |
| By Discretionary | ||
| Discretionary | 707 | 470.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 707 | 470.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.1 | |
| Total | 707 | 470.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633910] |
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