Hbe Wealth Management, LLC Portfolio Holdings by Sector
Hbe Wealth Management, LLC
- $106 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ITOT VGIT DFSD VTIP AVDV DFAC DFEM IDEV 28 stocks |
$81.5 Million
89.03% of portfolio
|
28
|
- |
28
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.73 Million
1.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.3 Million
1.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME 1 stocks |
$1.24 Million
1.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC AVGO 3 stocks |
$1.2 Million
1.31% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$964,117
1.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$888,894
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$586,975
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$532,846
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK LLY 2 stocks |
$508,167
0.56% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$275,482
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$216,611
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$208,516
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$203,942
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PCG 1 stocks |
$190,735
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|