Segment Wealth Management, LLC Incresed Positions in Q3 2024

Segment Wealth Management, LLC

  • $1.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
41.9K
+ 220.86%
$239.58 - $298.23 $10M - $12.5M
60.8K $18.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.82K
+ 2.62%
$405.19 - $478.57 $1.55M - $1.83M
150K $69M
VTI
Vanguard Total Stock Market Et

ETFs
7.72K
+ 2.6%
$255.18 - $283.2 $1.97M - $2.19M
305K $86.4M
MCD
Mcdonalds Corp

Consumer Cyclical
2.23K
+ 4.32%
$245.82 - $304.51 $548K - $679K
53.8K $16.4M
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 0.27%
$333.64 - $405.2 $42K - $51.1K
46.9K $19M
CTAS
Cintas Corp

Industrials
74.7K
+ 290.0%
$201.38 - $819.83 $15M - $61.2M
100K $20.7M
CAT
Caterpillar Inc

Industrials
685
+ 1.71%
$316.8 - $391.12 $217K - $268K
40.7K $15.9M
UNH
Unitedhealth Group Inc

Healthcare
39
+ 0.13%
$488.01 - $604.18 $19K - $23.6K
30.2K $17.7M
ADP
Automatic Data Processing Inc

Industrials
281
+ 0.48%
$233.44 - $279.45 $65.6K - $78.5K
58.4K $16.2M
ACN
Accenture PLC

Technology
157
+ 0.37%
$295.44 - $355.81 $46.4K - $55.9K
43K $15.2M
DHR
Danaher Corp

Healthcare
821
+ 1.37%
$239.25 - $280.76 $196K - $231K
61K $16.9M
ZTS
Zoetis Inc.

Healthcare
940
+ 1.27%
$172.58 - $196.48 $162K - $185K
74.7K $14.6M
META
Meta Platforms, Inc.

Communication Services
168
+ 0.69%
$453.41 - $572.44 $76.2K - $96.2K
24.4K $14M
SPY
Spdr S&P 500 ETF Trust

ETFs
702
+ 2.0%
$517.38 - $573.86 $363K - $403K
35.8K $20.6M
UNP
Union Pacific Corp

Industrials
816
+ 1.48%
$221.78 - $256.09 $181K - $209K
55.8K $13.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
432
+ 0.88%
$136.93 - $162.81 $59.2K - $70.3K
49.5K $7.95M
V
Visa Inc.

Financial Services
1.13K
+ 1.76%
$253.74 - $291.56 $286K - $329K
65.3K $18M
SYK
Stryker Corp

Healthcare
77
+ 0.15%
$315.94 - $371.96 $24.3K - $28.6K
51.5K $18.6M
PSA
Public Storage

Real Estate
2.32K
+ 76.45%
$283.13 - $365.01 $655K - $845K
5.34K $1.94M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
350
+ 0.44%
$210.25 - $231.86 $73.6K - $81.2K
79.3K $17.7M
APO
Apollo Global Management, Inc.

Financial Services
5.28K
+ 9.67%
$99.16 - $125.81 $523K - $664K
59.8K $7.47M
AJG
Arthur J. Gallagher & Co.

Financial Services
75
+ 0.17%
$259.22 - $299.75 $19.4K - $22.5K
43K $12.1M
GS
Goldman Sachs Group Inc

Financial Services
38
+ 0.19%
$459.02 - $510.25 $17.4K - $19.4K
20.5K $10.1M
TJX
Tjx Companies Inc

Consumer Cyclical
689
+ 0.65%
$107.93 - $120.23 $74.4K - $82.8K
107K $12.5M
DE
Deere & CO

Industrials
1.57K
+ 267.12%
$344.84 - $418.0 $541K - $655K
2.16K $899K
MAR
Marriott International Inc

Consumer Cyclical
1.1K
+ 1.92%
$211.35 - $255.11 $232K - $281K
58.4K $14.5M
AMD
Advanced Micro Devices Inc

Technology
3.62K
+ 29.36%
$128.67 - $183.96 $466K - $666K
16K $2.62M
GLD
Spdr Gold Trust

ETFs
440
+ 2.51%
$215.56 - $246.98 $94.8K - $109K
18K $4.37M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.2K
+ 133.57%
$50.52 - $50.95 $567K - $572K
19.6K $998K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.21K
+ 26.86%
$460.0 - $505.78 $557K - $612K
5.72K $2.66M
RSG
Republic Services, Inc.

Industrials
2.57K
+ 99.73%
$189.34 - $208.21 $487K - $535K
5.15K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
116
+ 2.0%
$531.86 - $624.21 $61.7K - $72.4K
5.93K $3.67M
ANET
Arista Networks, Inc.

Technology
332
+ 4.97%
$311.42 - $388.21 $103K - $129K
7.01K $2.69M
MSCI
Msci Inc.

Financial Services
6
+ 0.18%
$479.31 - $584.91 $2.88K - $3.51K
3.26K $1.9M
CRM
Salesforce, Inc.

Technology
596
+ 6.67%
$238.42 - $276.53 $142K - $165K
9.54K $2.61M
NEE
Nextera Energy Inc

Utilities
513
+ 2.69%
$69.9 - $84.97 $35.9K - $43.6K
19.6K $1.65M
KMI
Kinder Morgan, Inc.

Energy
12K
+ 90.78%
$19.72 - $22.22 $237K - $267K
25.3K $558K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.08%
$416.14 - $494.01 $1.66K - $1.98K
5.1K $2.5M
PLD
Prologis, Inc.

Real Estate
1.42K
+ 32.68%
$111.95 - $132.43 $159K - $188K
5.76K $726K
BSJR
Invesco Indx Tr

ETFs
8.81K
+ 16.33%
$22.08 - $22.75 $195K - $200K
62.8K $1.42M
NOW
Service Now, Inc.

Technology
200
+ 39.29%
$730.87 - $937.36 $146K - $187K
709 $634K
ODFL
Old Dominion Freight Line, Inc.

Industrials
76
+ 0.79%
$178.41 - $210.18 $13.6K - $16K
9.75K $1.94M
CEG
Constellation Energy Corp

Utilities
341
+ 15.23%
$167.08 - $262.86 $57K - $89.6K
2.58K $670K
CPRT
Copart Inc

Consumer Cyclical
5.37K
+ 15.14%
$49.19 - $55.54 $264K - $298K
40.9K $2.14M
ENLC
En Link Midstream, LLC

Energy
6.27K
+ 4.55%
$11.9 - $14.7 $74.6K - $92.1K
144K $2.09M
EQIX
Equinix Inc

Real Estate
20
+ 1.54%
$749.0 - $890.01 $15K - $17.8K
1.32K $1.17M
IBDV
Ishares Tr

Technology
5.31K
+ 11.49%
$21.11 - $22.24 $112K - $118K
51.5K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.1%
$520.18 - $576.82 $2.6K - $2.88K
5.26K $3.03M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.52K
+ 8.02%
$22.51 - $23.57 $102K - $107K
60.8K $1.43M
Activity Summary
Buys All Purchases 113 New Holdings 12 Increased Positions 101 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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