Segment Wealth Management, LLC Purchases in Q4 2024

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
2.62K
+ 22.25%
$95.12 - $114.72 $249K - $300K
14.4K $1.42M
WFC
Wells Fargo & Company

Financial Services
73
+ 0.57%
$54.98 - $77.35 $4.01K - $5.65K
12.9K $908K
KMI
Kinder Morgan, Inc.

Energy
680
+ 2.69%
$22.59 - $28.54 $15.4K - $19.4K
26K $711K
PH
Parker Hannifin Corp

Industrials
51
+ 0.18%
$621.74 - $709.46 $31.7K - $36.2K
28.3K $18M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.84K
+ 12.88%
$22.71 - $23.47 $178K - $184K
68.7K $1.57M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
67.9K
+ 209.51%
$22.01 - $66.82 $1.49M - $4.54M
100K $2.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.2K
+ 304.65%
$25.93 - $105.3 $1.09M - $4.44M
56K $1.56M
OKE
Oneok Inc

Energy
145
+ 1.3%
$92.28 - $117.05 $13.4K - $17K
11.3K $1.13M
DE
Deere & CO

Industrials
200
+ 9.28%
$389.45 - $466.0 $77.9K - $93.2K
2.36K $997K
EMR
Emerson Electric CO

Industrials
51
+ 0.84%
$108.13 - $134.33 $5.51K - $6.85K
6.09K $755K
BSJR
Invesco Indx Tr

ETFs
3.83K
+ 6.1%
$22.37 - $22.7 $85.7K - $86.9K
66.6K $1.49M
ETR
Entergy Corp

Utilities
2.86K
+ 104.84%
$73.19 - $156.4 $209K - $447K
5.58K $423K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.08%
$570.51 - $610.59 $2.28K - $2.44K
5.26K $3.1M
TXN
Texas Instruments Inc

Technology
304
+ 0.4%
N/A
77K $15M
MS
Morgan Stanley

Financial Services
28
+ 1.12%
$104.42 - $134.99 $2.92K - $3.78K
2.53K $318K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
698
+ 26.54%
$96.64 - $101.23 $67.5K - $70.7K
3.33K $322K
TQQQ
Proshares Ultrapro Qqq

ETFs
19
+ 0.26%
$69.42 - $93.29 $1.32K - $1.77K
7.44K $588K
SYK
Stryker Corp

Healthcare
290
+ 0.56%
$345.14 - $392.15 $100K - $114K
51.8K $18.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.34K
+ 4.11%
$23.88 - $24.32 $55.9K - $56.9K
59.2K $1.42M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.02K
+ 6.07%
$18.28 - $18.87 $55.1K - $56.9K
52.7K $966K
EOG
Eog Resources Inc

Energy
586
+ 0.5%
$118.22 - $136.54 $69.3K - $80K
117K $14.4M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.45K
+ 2.46%
$23.25 - $23.56 $33.7K - $34.2K
60.3K $1.4M
RSG
Republic Services, Inc.

Industrials
95
+ 1.85%
$198.0 - $218.75 $18.8K - $20.8K
5.24K $1.05M
IBTX
Independent Bank Group, Inc.

Financial Services
32
+ 0.61%
$55.72 - $67.74 $1.78K - $2.17K
5.25K $318K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
575
+ 0.89%
N/A
65.2K $1.55M
VRT
Vertiv Holdings CO

Industrials
170
+ 3.64%
N/A
4.85K $419K
VB
Vanguard Small Cap ETF

ETFs
12
+ 0.35%
$233.76 - $261.58 $2.81K - $3.14K
3.41K $818K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.76K
+ 3.13%
$20.08 - $20.61 $35.4K - $36.4K
58K $1.17M
OXY
Occidental Petroleum Corp

Energy
305
+ 7.68%
$45.36 - $55.91 $13.8K - $17.1K
4.28K $211K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.41K
+ 200.56%
$22.4 - $68.28 $144K - $438K
9.61K $222K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.11%
$261.5 - $284.63 $1.83K - $1.99K
6.18K $1.63M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
939
+ 1.54%
$19.42 - $19.76 $18.2K - $18.6K
61.9K $1.21M
PEG
Public Service Enterprise Group Inc

Utilities
190
+ 7.02%
$81.87 - $94.51 $15.6K - $18K
2.9K $244K
EXC
Exelon Corp

Utilities
530
+ 8.04%
$36.22 - $40.97 $19.2K - $21.7K
7.13K $268K
Lam Research Corp
20.5K
New
N/A
20.5K $0
STEL
Stellar Bancorp Inc
31
+ 0.04%
N/A
79.9K $0
Landbridge Company LLC
5K
New
N/A
5K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
11.9K
New
N/A
11.9K $0
Linde PLC
193
+ 0.64%
N/A
30.4K $0
Ishares Tr
9.72K
New
N/A
9.72K $0
Arista Networks Inc
27.5K
New
N/A
27.5K $0
Ishares Tr
9.49K
New
N/A
9.49K $0
Ishares Tr
13.2K
New
N/A
13.2K $0
Ishares Tr
32.4K
+ 341.35%
N/A
41.8K $0
AVB
Avalonbay Communities Inc

Real Estate
10
+ 0.98%
$216.28 - $237.81 $2.16K - $2.38K
1.04K $227K
SYY
Sysco Corp

Consumer Defensive
33
+ 0.63%
$73.63 - $81.77 $2.43K - $2.7K
5.3K $405K
ECL
Ecolab Inc.

Basic Materials
113
+ 7.01%
$234.32 - $261.43 $26.5K - $29.5K
1.73K $404K
JNJ
Johnson & Johnson

Healthcare
270
+ 8.75%
$143.34 - $165.86 $38.7K - $44.8K
3.36K $485K
LAMR
Lamar Advertising CO

Real Estate
140
+ 4.82%
$121.37 - $138.11 $17K - $19.3K
3.04K $370K
Activity Summary
Buys All Purchases 129 New Holdings 17 Increased Positions 112 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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