HBE Wealth Management, LLC
Net buyer this quarter
$139M
26
+$2.16M
11.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IDEV | $6.53M | 4.69% | Not reported | +33.2% | Q4 2025 |
 DFAX | $1.47M | 1.05% | Not reported | -0.5% | Q4 2025 |
 AME | $1.46M | 1.05% | 0.00% | 0.0% | Q4 2025 |
 BRK.B | $1.32M | 0.95% | Not reported | +1.5% | Q4 2025 |
 AAPL | $995K | 0.71% | 0.00% | +9.3% | Q4 2025 |
 NVDA | $959K | 0.69% | 0.00% | +5.9% | Q4 2025 |
 MSFT | $895K | 0.64% | 0.00% | +7.7% | Q4 2025 |
 BSVN | $789K | 0.57% | 0.11% | -3.2% | Q4 2025 |
 AMZN | $756K | 0.54% | 0.00% | +1.0% | Q4 2025 |
 GOOG | $732K | 0.53% | Not reported | +0.9% | Q4 2025 |
 AVGO | $587K | 0.42% | 0.00% | -6.3% | Q4 2025 |
| GOOGL | $474K | 0.34% | 0.00% | +1.8% | Q4 2025 |
 MU | $376K | 0.27% | 0.00% | -45.1% | Q1 2026 |
 MRK | $370K | 0.27% | 0.00% | +0.6% | Q4 2025 |
 LLY | $348K | 0.25% | 0.00% | -0.7% | Q4 2025 |
 INTC | $308K | 0.22% | 0.00% | -59.7% | Q4 2025 |
 HD | $295K | 0.21% | 0.00% | New | Q2 2026 |
 FIX | $289K | 0.21% | 0.00% | New | Q2 2026 |
 LRCX | $274K | 0.20% | 0.00% | New | Q2 2026 |
 JBHT | $258K | 0.19% | 0.00% | New | Q2 2026 |
 WDC | $252K | 0.18% | 0.00% | New | Q2 2026 |
 CB | $237K | 0.17% | 0.00% | +0.3% | Q4 2025 |
 QCOM | $215K | 0.15% | 0.00% | New | Q2 2026 |
 XOM | $209K | 0.15% | 0.00% | -0.8% | Q1 2026 |
 BMY | $208K | 0.15% | 0.00% | -0.6% | Q1 2026 |
 FTI | $203K | 0.15% | 0.00% | +0.3% | Q1 2026 |
| Q1 2026 | |||||
| IDEV | $4.6M | 4.01% | Not reported | -2.7% | Q4 2025 |
| DFAX | $1.36M | 1.18% | Not reported | Not reported | Q4 2025 |
| AME | $1.29M | 1.13% | 0.00% | Not reported | Q4 2025 |
| BRK.B | $1.24M | 1.08% | Not reported | 0.0% | Q4 2025 |
| MSFT | $824K | 0.72% | 0.00% | +21.2% | Q4 2025 |
| BSVN | $820K | 0.72% | 0.11% | +1.6% | Q4 2025 |
| AAPL | $798K | 0.70% | 0.00% | +60.5% | Q4 2025 |
| NVDA | $790K | 0.69% | 0.00% | +13.1% | Q4 2025 |
| AMZN | $655K | 0.57% | 0.00% | +23.6% | Q4 2025 |
| GOOG | $589K | 0.51% | Not reported | Not reported | Q4 2025 |
| AVGO | $513K | 0.45% | 0.00% | +180.2% | Q4 2025 |
| GOOGL | $375K | 0.33% | 0.00% | +27.3% | Q4 2025 |
| MRK | $345K | 0.30% | 0.00% | +17.0% | Q4 2025 |
 WMT | $320K | 0.28% | 0.00% | +4.2% | Q4 2025 |
| LLY | $269K | 0.23% | 0.00% | +25.3% | Q4 2025 |
| XOM | $261K | 0.23% | 0.00% | New | Q1 2026 |
| INTC | $241K | 0.21% | 0.00% | -18.8% | Q4 2025 |
| CB | $226K | 0.20% | 0.00% | Not reported | Q4 2025 |
| BMY | $220K | 0.19% | 0.00% | New | Q1 2026 |
| FTI | $211K | 0.18% | 0.00% | New | Q1 2026 |
| MU | $201K | 0.17% | 0.00% | New | Q1 2026 |
 PCG | $184K | 0.16% | 0.00% | -11.8% | Q4 2025 |
| Q4 2025 | |||||
| IDEV | $4.67M | 4.39% | Not reported | New | Q4 2025 |
| DFAX | $1.31M | 1.23% | Not reported | New | Q4 2025 |
| BRK.B | $1.3M | 1.23% | Not reported | New | Q4 2025 |
| AME | $1.24M | 1.16% | 0.00% | New | Q4 2025 |
| MSFT | $889K | 0.84% | 0.00% | New | Q4 2025 |
| BSVN | $811K | 0.76% | 0.11% | New | Q4 2025 |
| NVDA | $746K | 0.70% | 0.00% | New | Q4 2025 |
| GOOG | $644K | 0.61% | Not reported | New | Q4 2025 |
| AMZN | $587K | 0.55% | 0.00% | New | Q4 2025 |
| AAPL | $533K | 0.50% | 0.00% | New | Q4 2025 |
| GOOGL | $320K | 0.30% | 0.00% | New | Q4 2025 |
| WMT | $275K | 0.26% | 0.00% | New | Q4 2025 |
| MRK | $258K | 0.24% | 0.00% | New | Q4 2025 |
| LLY | $250K | 0.24% | 0.00% | New | Q4 2025 |
| INTC | $248K | 0.23% | 0.00% | New | Q4 2025 |
| CB | $217K | 0.20% | 0.00% | New | Q4 2025 |
 EXPE | $209K | 0.20% | 0.00% | New | Q4 2025 |
| AVGO | $205K | 0.19% | 0.00% | New | Q4 2025 |
 PEP | $204K | 0.19% | 0.00% | New | Q4 2025 |
| PCG | $191K | 0.18% | 0.00% | New | Q4 2025 |