Segment Wealth Management, LLC Purchases in Q1 2025

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
135
+ 2.41%
$134.72 - $159.03 $18.2K - $21.5K
5.74K $836K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.9K
+ 3.27%
$20.05 - $20.4 $38.1K - $38.8K
59.9K $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
639
+ 22.06%
$78.2 - $90.39 $50K - $57.8K
3.54K $291K
AME
Ametek Inc

Industrials
359
+ 17.39%
$170.39 - $190.43 $61.2K - $68.4K
2.42K $417K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.9K
+ 3.07%
$19.43 - $19.62 $36.9K - $37.3K
63.8K $1.25M
WFC
Wells Fargo & Company

Financial Services
224
+ 1.73%
$66.78 - $81.42 $15K - $18.2K
13.2K $944K
MSCI
Msci Inc.

Financial Services
262
+ 8.03%
$541.46 - $628.34 $142K - $165K
3.53K $1.99M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2.01K
+ 5.29%
$21.04 - $21.64 $42.2K - $43.4K
39.9K $841K
AVB
Avalonbay Communities Inc

Real Estate
151
+ 14.59%
$207.86 - $228.08 $31.4K - $34.4K
1.19K $254K
LAMR
Lamar Advertising CO

Real Estate
427
+ 14.03%
$110.65 - $132.9 $47.2K - $56.7K
3.47K $394K
CEG
Constellation Energy Corp

Utilities
393
+ 14.97%
$201.63 - $347.44 $79.2K - $137K
3.02K $608K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
400
+ 0.76%
$18.18 - $18.58 $7.27K - $7.43K
53.1K $984K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
180
+ 0.3%
$23.9 - $24.18 $4.3K - $4.35K
59.4K $1.44M
BSJR
Invesco Indx Tr

ETFs
750
+ 1.13%
$22.4 - $22.69 $16.8K - $17K
67.3K $1.51M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
770
+ 1.48%
$21.64 - $22.08 $16.7K - $17K
52.8K $1.14M
VRT
Vertiv Holdings CO

Industrials
110
+ 2.27%
N/A
4.96K $429K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19
+ 0.57%
$95.85 - $99.25 $1.82K - $1.89K
3.35K $331K
INTU
Intuit Inc

Technology
743
+ 2.4%
$555.63 - $630.23 $413K - $468K
31.7K $19.5M
STEL
Stellar Bancorp Inc
33
+ 0.04%
N/A
79.9K $0
DFS
Discover Financial Services

Financial Services
83
+ 1.52%
$152.99 - $203.25 $12.7K - $16.9K
5.55K $947K
Arista Networks Inc
966
+ 3.52%
N/A
28.4K $0
Viper Energy Inc
360
+ 3.93%
N/A
9.52K $0
Blackrock Inc
421
New
N/A
421 $0
Linde PLC
575
+ 1.89%
N/A
31K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
1.31K
+ 11.0%
N/A
13.2K $0
Ishares Tr
5.26K
+ 12.57%
N/A
47.1K $0
Ishares Tr
3.05K
+ 23.15%
N/A
16.2K $0
DLR
Digital Realty Trust, Inc.

Real Estate
271
+ 23.08%
$142.1 - $183.56 $38.5K - $49.7K
1.45K $207K
SYY
Sysco Corp

Consumer Defensive
33
+ 0.62%
$70.0 - $77.13 $2.31K - $2.55K
5.33K $400K
IWR
Ishares Russell Mid Cap ETF

ETFs
192
+ 3.07%
$82.81 - $92.93 $15.9K - $17.8K
6.45K $548K
ORCL
Oracle Corp

Technology
360
+ 14.91%
$139.81 - $186.47 $50.3K - $67.1K
2.78K $387K
TT
Trane Technologies PLC

Industrials
17
+ 2.33%
$332.0 - $400.86 $5.64K - $6.81K
747 $251K
NOW
Service Now, Inc.

Technology
212
+ 29.9%
$783.83 - $1170.39 $166K - $248K
921 $733K
VBK
Vanguard Small Cap Growth ETF

ETFs
45
+ 3.47%
$247.97 - $296.33 $11.2K - $13.3K
1.34K $337K
IVW
Ishares S&P 500 Growth ETF

ETFs
204
+ 3.91%
$92.45 - $106.69 $18.9K - $21.8K
5.43K $503K
FICO
Fair Isaac Corp

Technology
53
+ 6.03%
$1695.35 - $2030.47 $89.9K - $108K
932 $1.72M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.15%
$251.87 - $277.95 $2.27K - $2.5K
6.19K $1.6M
ISRG
Intuitive Surgical Inc

Healthcare
178
+ 3.52%
$476.63 - $610.45 $84.8K - $109K
5.23K $2.59M
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 4.68%
$4295.4 - $5141.88 $77.3K - $92.6K
403 $1.86M
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.21%
$217.89 - $252.64 $1.53K - $1.77K
3.41K $756K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
320
+ 0.32%
$21.23 - $23.75 $6.79K - $7.6K
101K $2.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
85
+ 1.96%
$165.25 - $224.62 $14K - $19.1K
4.42K $734K
ADBE
Adobe Inc.

Technology
98
+ 3.01%
$377.84 - $464.11 $37K - $45.5K
3.35K $1.29M
KKR
Kkr & Co. Inc.

Financial Services
625
+ 6.68%
$108.17 - $167.07 $67.6K - $104K
9.98K $1.15M
META
Meta Platforms, Inc.

Communication Services
66
+ 0.27%
$576.36 - $736.67 $38K - $48.6K
24.7K $14.2M
CRM
Salesforce, Inc.

Technology
641
+ 6.72%
$268.36 - $359.95 $172K - $231K
10.2K $2.73M
GS
Goldman Sachs Group Inc

Financial Services
29
+ 0.14%
$524.81 - $672.19 $15.2K - $19.5K
20.5K $11.2M
APH
Amphenol Corp

Technology
536
+ 0.35%
$61.62 - $78.55 $33K - $42.1K
152K $9.96M
WMT
Walmart Inc.

Consumer Defensive
1.11K
+ 0.43%
$84.5 - $105.05 $93.5K - $116K
259K $22.8M
Activity Summary
Buys All Purchases 169 New Holdings 30 Increased Positions 139 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 0
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