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| Hedeker Wealth LLC
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|---|---|
| CRD # | 124341 |
| SEC # | 801-61654 |
| CIK # | 0001633910 |
| AUM | $367.0 MM (2024-03-11) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 847-913-5594 |
| Address | One Overlook Point Lincolnshire, IL 60069 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001633910 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 20.5 | |
| Broadcom Inc | 201,282.9 | 16.7 | |
| Amazon Com Inc | 1,092,997.8 | 13.8 | |
| Apple Inc | 2,382,844.0 | 13.6 | |
| Palantir Technologies Inc | 19,053.8 | 12.7 | |
| Alphabet Inc | 1,482,566.4 | 9.6 | |
| Alphabet Inc | 1,475,138.5 | 9.5 | |
| Micron Technology Inc | 64,610.3 | 9.3 | |
| GoDaddy Inc | 11,178.7 | 8.3 | |
| Merck & Co Inc | 232,371.9 | 7.4 | |
| VISA Inc | 419,260.5 | 6.3 | |
| United Rentals Inc /DE | 17,758.9 | 6.1 | |
| Citigroup Inc | 91,678.1 | 5.6 | |
| Facebook Inc | 434,852.0 | 5.2 | |
| Booz Allen Hamilton Holding Corp | 11,592.0 | 5.0 | |
| Generac Holdings Inc | 13,852.4 | 5.0 | |
| Blackstone Group LP | 69,051.8 | 4.8 | |
| NRG Energy Inc | 8,974.1 | 4.8 | |
| Acuity Brands Inc | 5,337.1 | 4.5 | |
| II-VI Inc | 6,655.2 | 4.2 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 47.9 |
| (b) Individuals (high net worth individuals) | 81 | 309.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 39 | 9.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 367.0 |
| By Discretionary | ||
| Discretionary | 653 | 367.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 653 | 367.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.0 | |
| Total | 653 | 367.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633910] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Helen Stephens Group LLC
✚
|
TX | 0.4 |
|
Postrock Partners LLC
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|
KS | 0.4 |
|
Planned Financial Services LLC
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OH | 0.4 |
|
Entrust Wealth Advisors LLC
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|
CA | 0.4 |
|
Cross Staff Investments Inc
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|
NY | 0.4 |
|
PFW Advisors LLC
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|
GA | 0.4 |
|
Lombard Advisers Incorporated
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|
MD | 0.4 |
|
Collective Family Office LLC
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|
PA | 0.4 |
|
Richmond Investment Services LLC
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|
WI | 0.4 |
|
Graney & King LLC
✚
|
NY | 0.4 |