Holdings
HBE Wealth Management, LLC
As of Jun 30, 2026, HBE Wealth Management, LLC reported 20 positions worth US$11.6M. Largest: Ametek, Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ametek, Inc. | 6,027 | US$1.46M | +2 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,634 | US$1.32M | +38 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,373 | US$1.21M | +24 | Jun 30, 2026 |
| Apple Inc | 3,439 | US$995K | +293 | Jun 30, 2026 |
| Nvidia Corporation | 4,793 | US$959K | +265 | Jun 30, 2026 |
| Microsoft Corp. | 2,399 | US$895K | +172 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,174 | US$756K | +30 | Jun 30, 2026 |
| Broadcom Inc. | 1,554 | US$587K | −105 | Jun 30, 2026 |
| Micron Technology, Inc. | 326 | US$376K | −268 | Jun 30, 2026 |
| Merck & Company, Inc. | 2,882 | US$370K | +17 | Jun 30, 2026 |