Hbe Wealth Management, LLC
Long-term investor · NE · @hbewealthmanagementllc
+22.2%
All time
S&P +17.7%
Long-term investor
Hbe Wealth Management, LLC @hbewealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002104442).
Record
- Tracked since 2025-12-31 (311 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +22.2% · 1 year n/a · all +22.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072L532 · 12.4% · long · since 2025-12-31
- 464287150 · 11.2% · long · since 2025-12-31
- 92206C706 · 8.5% · long · since 2025-12-31
- 025072802 · 8.4% · long · since 2025-12-31
- 25434V864 · 6.7% · long · since 2025-12-31
- 922020805 · 6.3% · long · since 2025-12-31
- 25434V732 · 5.9% · long · since 2025-12-31
- 25434V708 · 5.4% · long · since 2025-12-31
- 46435G326 · 4.8% · long · since 2025-12-31
- 25434V765 · 3.5% · long · since 2025-12-31
- 25239Y196 · 3.4% · long · since 2026-09-30
- 025072877 · 1.8% · long · since 2025-12-31