Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HEDEKER WEALTH LLC | 01-24-2024 | 12-31-2023 | 88 | 316,699,803 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AKAMAI TECHNOLOGIES INC | COM | 51 | $3,656,571 | 30,896 | 0.00 | 0.00 | 2,861 | 10.21 | 12-31-2023 |
JOHNSON & JOHNSON | COM | 52 | $3,560,470 | 22,716 | 0.00 | 0.00 | -1,516 | -6.26 | 12-31-2023 |
NRG ENERGY INC | COM NEW | 53 | $3,306,144 | 63,949 | 0.00 | 0.00 | 5,308 | 9.05 | 12-31-2023 |
JPMORGAN CHASE & CO | COM | 54 | $3,187,531 | 18,739 | 0.00 | 0.00 | -425 | -2.22 | 12-31-2023 |