Segment Wealth Management, LLC Purchases in Q2 2025

Segment Wealth Management, LLC

  • $1.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
97.5K
+ 155.45%
$108.68 - $145.07 $10.6M - $14.1M
160K $22.7M
PII
Polaris Inc.

Consumer Cyclical
157K
New
$31.97 - $42.61 $5.01M - $6.68M
157K $6.37M
BC
Brunswick Corp

Consumer Cyclical
86.9K
New
$41.93 - $58.37 $3.64M - $5.07M
86.9K $4.8M
ASML
Asml Holding Nv

Technology
418
+ 1.67%
$595.37 - $815.24 $249K - $341K
25.5K $20.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
26.7K
New
$108.12 - $135.04 $2.88M - $3.6M
26.7K $3.6M
PWR
Quanta Services, Inc.

Industrials
624
+ 2.92%
$239.47 - $381.26 $149K - $238K
22K $8.31M
CAT
Caterpillar Inc

Industrials
506
+ 1.21%
$273.94 - $388.21 $139K - $196K
42.4K $16.5M
GOOGL
Alphabet Inc.

Communication Services
3.66K
+ 4.18%
$144.7 - $178.6 $529K - $653K
91.2K $16.1M
LLY
Eli Lilly & CO

Healthcare
3.07K
+ 221.68%
$713.71 - $898.95 $2.19M - $2.76M
4.45K $3.47M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.76K
+ 1.27%
$40.94 - $52.1 $154K - $196K
299K $15.6M
AXON
Axon Enterprise, Inc.

Industrials
404
+ 11.02%
$497.13 - $827.94 $201K - $334K
4.07K $3.37M
APP
App Lovin Corp

Technology
117
+ 0.76%
$219.37 - $417.89 $25.7K - $48.9K
15.5K $5.43M
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
+ 27.36%
$221.86 - $362.89 $521K - $852K
10.9K $3.47M
COF
Capital One Financial Corp

Financial Services
5.73K
New
$150.57 - $212.76 $863K - $1.22M
5.73K $1.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.8K
+ 175.5%
$58.41 - $72.69 $921K - $1.15M
24.7K $1.8M
GOOG
Alphabet Inc.

Communication Services
1.44K
+ 3.32%
$146.58 - $180.01 $211K - $259K
44.7K $7.94M
MGC
Vanguard Mega Cap ETF

ETFs
2.2K
+ 9.09%
$179.23 - $224.92 $395K - $495K
26.4K $5.95M
JPM
Jpmorgan Chase & CO

Financial Services
213
+ 1.11%
$210.28 - $289.91 $44.8K - $61.8K
19.3K $5.6M
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 0.1%
$167.32 - $223.3 $5.35K - $7.15K
30.8K $6.76M
XOM
Exxon Mobil Corp

Energy
26.6K
+ 14.57%
$99.93 - $119.04 $2.66M - $3.17M
209K $22.6M
VST
Vistra Corp.

Utilities
1.57K
+ 36.02%
$98.07 - $195.04 $154K - $305K
5.91K $1.15M
MELI
Mercadolibre Inc

Consumer Cyclical
39
+ 4.9%
$1794.73 - $2613.63 $70K - $102K
835 $2.18M
SHOP
Shopify Inc.

Technology
1.19K
+ 5.36%
$76.89 - $115.35 $91.8K - $138K
23.5K $2.71M
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 3.72%
$4164.15 - $5789.24 $62.5K - $86.8K
418 $2.42M
KKR
Kkr & Co. Inc.

Financial Services
2.32K
+ 23.26%
$92.79 - $134.29 $215K - $312K
12.3K $1.64M
RACE
Ferrari N.V.

Consumer Cyclical
199
+ 3.6%
$397.86 - $499.02 $79.2K - $99.3K
5.72K $2.81M
CEG
Constellation Energy Corp

Utilities
213
+ 7.06%
$170.96 - $322.76 $36.4K - $68.7K
3.23K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
322
+ 6.16%
$451.58 - $565.94 $145K - $182K
5.55K $3.02M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.56K
+ 34.43%
$38.9 - $83.0 $99.6K - $212K
10K $813K
MAIN
Main Street Capital Corp

Financial Services
1.47K
+ 1.25%
$49.15 - $59.32 $72.4K - $87.4K
119K $7.06M
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 0.41%
$321.63 - $509.31 $2.89K - $4.58K
2.21K $1.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
170
+ 3.84%
$141.37 - $228.57 $24K - $38.9K
4.59K $1.04M
AEE
Ameren Corp

Utilities
2.84K
New
$94.23 - $101.68 $267K - $289K
2.84K $272K
EQR
Equity Residential

Real Estate
3.89K
New
$61.82 - $71.72 $241K - $279K
3.89K $262K
KLAC
Kla Corp

Technology
278
New
$576.53 - $902.94 $160K - $251K
278 $249K
ORCL
Oracle Corp

Technology
130
+ 4.68%
$122.82 - $218.63 $16K - $28.4K
2.91K $635K
GLDM
World Gold Trust

ETFs
105
+ 0.16%
$58.96 - $67.97 $6.19K - $7.14K
66.3K $4.34M
EQT
Eqt Corp

Energy
974
+ 2.58%
$46.11 - $60.44 $44.9K - $58.9K
38.7K $2.26M
ADBE
Adobe Inc.

Technology
594
+ 17.72%
$340.0 - $420.68 $202K - $250K
3.95K $1.53M
NOW
Service Now, Inc.

Technology
25
+ 2.71%
$721.65 - $1040.18 $18K - $26K
946 $972K
HUM
Humana Inc

Healthcare
904
New
$224.93 - $295.04 $203K - $267K
904 $221K
SCHW
Schwab Charles Corp

Financial Services
2.38K
New
$69.06 - $91.24 $164K - $217K
2.38K $216K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.6K
New
$108.87 - $133.04 $174K - $213K
1.6K $212K
ESS
Essex Property Trust, Inc.

Real Estate
775
New
N/A
775 $211K
DTE
Dte Energy CO

Utilities
1.55K
New
$127.39 - $139.49 $197K - $216K
1.55K $205K
SPXC
Spx Corp

Industrials
1.2K
New
$120.66 - $167.68 $145K - $201K
1.2K $201K
MA
Mastercard Inc

Financial Services
197
+ 3.07%
$479.92 - $590.74 $94.5K - $116K
6.61K $3.72M
NVO
Novo Nordisk A S

Healthcare
3.75K
+ 2.39%
$58.08 - $81.05 $218K - $304K
161K $11.1M
WMB
Williams Companies, Inc.

Energy
1.45K
+ 4.58%
$54.33 - $62.87 $78.5K - $90.8K
33K $2.07M
Activity Summary
Buys All Purchases 121 New Holdings 14 Increased Positions 107 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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