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
WM
Waste Management Inc

Industrials
3
+ 0.05%
$201.79 - $228.46 $605 - $685
5.59K $1.13M
DVN
Devon Energy Corp

Energy
385
+ 4.49%
$30.52 - $42.96 $11.8K - $16.5K
8.95K $292K
CVX
Chevron Corp

Energy
152
+ 0.53%
$141.15 - $162.53 $21.5K - $24.7K
28.6K $4.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.4K
+ 200.0%
$26.93 - $84.95 $1.03M - $3.26M
57.6K $1.57M
DUK
Duke Energy Corp

Utilities
115
+ 1.42%
$105.76 - $120.76 $12.2K - $13.9K
8.2K $882K
VLO
Valero Energy Corp

Energy
81
+ 1.66%
$118.59 - $144.02 $9.61K - $11.7K
4.95K $606K
APA
Apa Corp

Energy
571
+ 1.05%
$20.47 - $27.07 $11.7K - $15.5K
54.9K $1.27M
CEG
Constellation Energy Corp

Utilities
45
+ 1.74%
$224.28 - $285.52 $10.1K - $12.8K
2.63K $590K
PLD
Prologis, Inc.

Real Estate
245
+ 4.26%
$101.4 - $126.96 $24.8K - $31.1K
6K $634K
MPC
Marathon Petroleum Corp

Energy
115
+ 2.09%
$131.65 - $174.84 $15.1K - $20.1K
5.61K $782K
ADBE
Adobe Inc.

Technology
85
+ 2.68%
$437.39 - $552.96 $37.2K - $47K
3.25K $1.45M
KO
Coca Cola CO

Consumer Defensive
19
+ 0.08%
$61.74 - $71.71 $1.17K - $1.36K
23.2K $1.44M
MRK
Merck & Co., Inc.

Healthcare
177
+ 1.03%
$96.31 - $114.76 $17K - $20.3K
17.3K $1.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.54K
+ 1.02%
$442.29 - $483.08 $679K - $742K
152K $68.7M
ROP
Roper Technologies Inc

Industrials
173
+ 0.92%
$519.85 - $575.95 $89.9K - $99.6K
18.9K $9.81M
AMD
Advanced Micro Devices Inc

Technology
87
+ 0.55%
$118.88 - $172.8 $10.3K - $15K
16K $1.94M
HD
Home Depot, Inc.

Consumer Cyclical
169
+ 0.36%
$385.02 - $431.37 $65.1K - $72.9K
47.1K $18.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
437
+ 0.55%
$209.89 - $233.24 $91.7K - $102K
79.7K $16.9M
UNP
Union Pacific Corp

Industrials
562
+ 1.01%
$223.15 - $249.32 $125K - $140K
56.3K $12.8M
CAT
Caterpillar Inc

Industrials
64
+ 0.16%
$360.37 - $416.88 $23.1K - $26.7K
40.7K $14.8M
SHW
Sherwin Williams CO

Basic Materials
215
+ 0.49%
$338.75 - $399.71 $72.8K - $85.9K
44.5K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
547
+ 1.81%
$485.52 - $625.25 $266K - $342K
30.7K $15.6M
CARR
Carrier Global Corp

Industrials
365
+ 0.2%
$66.69 - $82.65 $24.3K - $30.2K
184K $12.6M
CTAS
Cintas Corp

Industrials
251
+ 0.25%
$182.7 - $226.47 $45.9K - $56.8K
101K $18.4M
ZTS
Zoetis Inc.

Healthcare
654
+ 0.88%
$162.24 - $194.42 $106K - $127K
75.3K $12.3M
DHR
Danaher Corp

Healthcare
936
+ 1.54%
$226.16 - $274.52 $212K - $257K
61.9K $14.2M
ASML
Asml Holding Nv

Technology
658
+ 2.71%
$658.43 - $872.27 $433K - $574K
24.9K $17.3M
NVO
Novo Nordisk A S

Healthcare
2.16K
+ 1.46%
$85.0 - $120.04 $184K - $259K
150K $12.9M
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
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email