Hedeker Wealth, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In the first quarter of 2023, Hedeker Wealth, LLC witnessed several changes in its holdings compared to the second quarter of the same year. These changes in the fund's portfolio indicate the shifting dynamics of the market and the investment strategies employed by Hedeker Wealth, LLC. In this article, we will analyze the alterations in the fund's assets, providing insights into the companies whose shares were bought or sold during this period.

Microsoft Corp (MSFT):

One of the notable changes in Hedeker Wealth, LLC's holdings was related to Microsoft Corp (MSFT). The fund's position in MSFT decreased slightly from 44,440 shares in Q1 2023 to 44,187 shares in Q2 2023, representing a 17.4% change in value. This reduction in holdings suggests a potential shift in investment focus toward other opportunities.

Apple Inc (AAPL):

Hedeker Wealth, LLC also made adjustments to its holdings in Apple Inc (AAPL). The fund's position in AAPL decreased from 70,836 shares in Q1 2023 to 70,266 shares in Q2 2023, reflecting a 16.7% change in value. This decrease may indicate a strategic decision to reduce exposure to the technology sector.

Broadcom Inc (AVGO):

In the case of Broadcom Inc (AVGO), Hedeker Wealth, LLC's holdings remained relatively stable. The fund's position in AVGO only decreased by 1% from 10,378 shares in Q1 2023 to 10,289 shares in Q2 2023. This minimal change suggests that the fund continues to have confidence in the company's prospects.

Palantir Technologies Inc (PLTR):

However, there were significant changes in Hedeker Wealth, LLC's holdings of Palantir Technologies Inc (PLTR). The fund's position in PLTR decreased substantially from 617,564 shares in Q1 2023 to 533,319 shares in Q2 2023, indicating a 56.7% change in value. This reduction could be attributed to various factors, including profit-taking or a reassessment of the company's future growth potential.

J P Morgan Exchange Traded F (JEPI):

Hedeker Wealth, LLC increased its holdings in J P Morgan Exchange Traded F (JEPI) during the first and second quarters of 2023. The fund's position in JEPI rose from 121,222 shares in Q1 2023 to 140,167 shares in Q2 2023, representing a 17.2% change in value. This increase suggests that the fund sees potential in this particular exchange-traded fund.

Conclusion:

In the dynamic world of investments, it is essential for wealth management firms like Hedeker Wealth, LLC to make strategic adjustments to their holdings. The changes observed in the fund's portfolio for Q1 2023 compared to Q2 2023 provide valuable insights into the shifting investment landscape. While some positions were reduced, others were increased, pointing to the firm's efforts to capitalize on emerging opportunities and manage risk effectively. As the market continues to evolve, it will be interesting to observe how Hedeker Wealth, LLC adapts its holdings in the future to stay ahead of the curve.