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
MSCI
Msci Inc.

Financial Services
231
+ 6.55%
$506.56 - $576.74 $117K - $133K
3.76K $2.17M
CRM
Salesforce, Inc.

Technology
394
+ 3.87%
$236.26 - $291.15 $93.1K - $115K
10.6K $2.88M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.72K
+ 7.04%
$20.23 - $21.04 $116K - $120K
86.8K $1.83M
DLR
Digital Realty Trust, Inc.

Real Estate
504
+ 34.88%
$136.11 - $177.69 $68.6K - $89.6K
1.95K $339K
WM
Waste Management Inc

Industrials
646
+ 10.95%
$216.47 - $242.1 $140K - $156K
6.55K $1.5M
RSG
Republic Services, Inc.

Industrials
426
+ 8.09%
$227.2 - $258.07 $96.8K - $110K
5.69K $1.4M
WFC
Wells Fargo & Company

Financial Services
235
+ 1.79%
$60.98 - $80.12 $14.3K - $18.8K
13.4K $1.07M
LAMR
Lamar Advertising CO

Real Estate
822
+ 23.69%
$102.35 - $121.67 $84.1K - $100K
4.29K $520K
ECL
Ecolab Inc.

Basic Materials
336
+ 20.11%
$225.65 - $270.95 $75.8K - $91K
2.01K $540K
XEL
Xcel Energy Inc

Utilities
1.76K
+ 40.84%
$65.65 - $72.39 $115K - $127K
6.07K $413K
FICO
Fair Isaac Corp

Technology
66
+ 7.08%
$1503.62 - $2206.01 $99.2K - $146K
998 $1.82M
EXR
Extra Space Storage Inc.

Real Estate
715
+ 40.15%
$126.61 - $152.99 $90.5K - $109K
2.5K $368K
KMI
Kinder Morgan, Inc.

Energy
2.33K
+ 6.71%
$25.21 - $29.4 $58.7K - $68.5K
37K $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
119
+ 4.27%
$149.23 - $184.95 $17.8K - $22K
2.91K $529K
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 0.45%
$335.24 - $380.78 $71.4K - $81.1K
47.6K $17.5M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.25K
+ 4.09%
$24.31 - $25.29 $54.7K - $56.9K
57.2K $1.45M
CSCO
Cisco Systems, Inc.

Technology
187
+ 2.41%
$53.19 - $69.38 $9.95K - $13K
7.96K $552K
ETR
Entergy Corp

Utilities
1.05K
+ 17.24%
$79.01 - $86.61 $82.6K - $90.5K
7.11K $590K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.41K
+ 3.75%
$24.94 - $25.42 $60K - $61.1K
66.5K $1.69M
EXC
Exelon Corp

Utilities
2.14K
+ 26.22%
$42.2 - $47.37 $90.4K - $102K
10.3K $447K
PSA
Public Storage

Real Estate
340
+ 6.83%
$266.31 - $309.77 $90.5K - $105K
5.32K $1.56M
WEC
Wec Energy Group, Inc.

Utilities
794
+ 20.59%
$102.24 - $109.76 $81.2K - $87.1K
4.65K $484K
AWK
American Water Works Company, Inc.

Utilities
562
+ 30.25%
$133.82 - $151.96 $75.2K - $85.4K
2.42K $336K
ED
Consolidated Edison Inc

Utilities
804
+ 39.43%
$98.05 - $113.3 $78.8K - $91.1K
2.84K $285K
LMT
Lockheed Martin Corp

Industrials
12
+ 0.39%
$430.82 - $486.45 $5.17K - $5.84K
3.12K $1.45M
PLD
Prologis, Inc.

Real Estate
923
+ 14.89%
$89.76 - $112.34 $82.8K - $104K
7.12K $748K
BAC
Bank Of America Corp

Financial Services
173
+ 2.06%
$34.39 - $47.46 $5.95K - $8.21K
8.56K $405K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.93K
+ 3.25%
$23.96 - $24.27 $46.2K - $46.8K
61.3K $1.49M
AVB
Avalonbay Communities Inc

Real Estate
323
+ 27.23%
$187.23 - $215.61 $60.5K - $69.6K
1.51K $307K
CMS
Cms Energy Corp

Utilities
1.17K
+ 23.4%
$68.57 - $75.51 $80.4K - $88.5K
6.18K $428K
RTX
Raytheon Technologies Corp

Industrials
115
+ 4.83%
$113.75 - $148.48 $13.1K - $17.1K
2.5K $364K
TXN
Texas Instruments Inc

Technology
250
+ 0.31%
N/A
80K $15.6M
GD
General Dynamics Corp

Industrials
55
+ 3.52%
$247.68 - $291.66 $13.6K - $16K
1.62K $471K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.4K
+ 2.78%
$16.31 - $16.78 $22.8K - $23.5K
51.7K $867K
VIG
Vanguard Dividend Appreciation

ETFs
173
+ 0.31%
N/A
55.5K $10.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
183
+ 1.91%
$19.6 - $24.44 $3.59K - $4.47K
9.79K $239K
NUE
Nucor Corp

Basic Materials
18
+ 0.9%
$103.22 - $131.43 $1.86K - $2.37K
2.03K $262K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
80
+ 2.39%
$96.84 - $99.46 $7.75K - $7.96K
3.43K $339K
AIG
American International Group, Inc.

Financial Services
135
+ 5.69%
$77.56 - $87.72 $10.5K - $11.8K
2.51K $214K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.19%
$233.83 - $276.34 $701 - $829
1.61K $431K
SYY
Sysco Corp

Consumer Defensive
34
+ 0.64%
$68.0 - $75.91 $2.31K - $2.58K
5.37K $406K
NEE
Nextera Energy Inc

Utilities
514
+ 2.26%
$64.11 - $75.0 $33K - $38.6K
23.2K $1.61M
VRT
Vertiv Holdings CO

Industrials
17
+ 0.34%
N/A
4.97K $430K
Linde PLC
150
+ 0.48%
N/A
31.2K $0
STEL
Stellar Bancorp Inc
32
+ 0.04%
N/A
79.9K $0
Ishares Tr
1.86K
+ 11.46%
N/A
18.1K $0
Blackrock Inc
7
+ 1.66%
N/A
428 $0
Arista Networks Inc
3.57K
+ 12.54%
N/A
32K $0
Coherent Corp
2.37K
New
N/A
2.37K $0
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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