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| Hedeker Wealth LLC
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|
|---|---|
| CRD # | 124341 |
| SEC # | 801-61654 |
| CIK # | 0001633910 |
| AUM | $317.6 MM (2023-03-23) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 847-913-5594 |
| Address | One Overlook Point Lincolnshire, IL 60069 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001633910 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 12.8 | |
| Apple Inc | 2,382,844.0 | 11.7 | |
| Acuity Brands Inc | 5,337.1 | 7.2 | |
| Broadcom Inc | 201,282.9 | 6.7 | |
| Merck & Co Inc | 232,371.9 | 6.6 | |
| VISA Inc | 419,260.5 | 6.1 | |
| Keysight Technologies Inc | 24,998.1 | 5.9 | |
| Dollar Tree Inc | 34,485.1 | 5.8 | |
| Alphabet Inc | 1,482,566.4 | 5.6 | |
| Alphabet Inc | 1,475,138.5 | 5.5 | |
| Palantir Technologies Inc | 19,053.8 | 5.2 | |
| J P Morgan Chase & Co | 340,169.2 | 5.2 | |
| Citigroup Inc | 91,678.1 | 5.0 | |
| Northrop Grumman Corp /DE/ | 72,230.4 | 4.9 | |
| Qualcomm Inc/DE | 147,392.0 | 4.8 | |
| Comcast Corp | 175,303.0 | 4.3 | |
| Bank of America Corp /DE/ | 278,315.2 | 4.3 | |
| Amazon Com Inc | 1,092,997.8 | 4.3 | |
| Micron Technology Inc | 64,610.3 | 4.0 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 4.0 | |
| Constellation Brands Inc | 45,234.3 | 3.8 | |
| Illumina Inc | 29,445.3 | 3.8 | |
| CVS Caremark Corp | 122,214.0 | 3.6 | |
| Walgreens Boots Alliance Inc | 35,380.2 | 3.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 42.0 |
| (b) Individuals (high net worth individuals) | 79 | 261.9 |
| (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 | 18 | 7.5 |
| (g) Pension and profit sharing plans | 2 | 6.0 |
| (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 | 676 | 317.6 |
| By Discretionary | ||
| Discretionary | 676 | 317.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 676 | 317.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.6 | |
| Total | 676 | 317.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001633910] |
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|---|---|---|
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Navis Wealth Advisors LLC
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TX | 0.3 |