Segment Wealth Management, LLC Incresed Positions in Q1 2025

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
33
+ 0.62%
$70.0 - $77.13 $2.31K - $2.55K
5.33K $400K
ORCL
Oracle Corp

Technology
360
+ 14.91%
$139.81 - $186.47 $50.3K - $67.1K
2.78K $387K
NOW
Service Now, Inc.

Technology
212
+ 29.9%
$783.83 - $1170.39 $166K - $248K
921 $733K
TT
Trane Technologies PLC

Industrials
17
+ 2.33%
$332.0 - $400.86 $5.64K - $6.81K
747 $251K
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
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.15%
$251.87 - $277.95 $2.27K - $2.5K
6.19K $1.6M
FICO
Fair Isaac Corp

Technology
53
+ 6.03%
$1695.35 - $2030.47 $89.9K - $108K
932 $1.72M
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
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
USMC
Principal ETF U S Mega Cap

ETFs
2.8K
+ 1.1%
$55.72 - $63.13 $156K - $177K
256K $14.6M
ASML
Asml Holding Nv

Technology
111
+ 0.45%
$662.63 - $776.99 $73.6K - $86.2K
25K $16.6M
PH
Parker Hannifin Corp

Industrials
43
+ 0.15%
$591.65 - $707.05 $25.4K - $30.4K
28.3K $17.2M
CARR
Carrier Global Corp

Industrials
937
+ 0.51%
$62.07 - $70.55 $58.2K - $66.1K
185K $11.7M
PWR
Quanta Services, Inc.

Industrials
1.46K
+ 7.34%
$236.71 - $358.03 $346K - $523K
21.4K $5.43M
MSI
Motorola Solutions, Inc.

Technology
97
+ 0.25%
$411.73 - $482.1 $39.9K - $46.8K
38.6K $16.9M
HD
Home Depot, Inc.

Consumer Cyclical
358
+ 0.76%
$347.25 - $424.87 $124K - $152K
47.4K $17.4M
CAT
Caterpillar Inc

Industrials
1.23K
+ 3.01%
$326.75 - $407.63 $401K - $500K
41.9K $13.8M
DHR
Danaher Corp

Healthcare
2.63K
+ 4.25%
$201.62 - $250.59 $530K - $659K
64.5K $13.2M
VTI
Vanguard Total Stock Market Et

ETFs
12.6K
+ 4.09%
$271.18 - $303.12 $3.42M - $3.82M
321K $88.2M
GOOG
Alphabet Inc.

Communication Services
1.69K
+ 4.05%
$156.06 - $207.71 $263K - $350K
43.3K $6.77M
ACN
Accenture PLC

Technology
1.33K
+ 3.1%
$300.91 - $398.25 $401K - $530K
44.3K $13.8M
BX
Blackstone Inc.

Financial Services
9.22K
+ 10.63%
$136.53 - $186.74 $1.26M - $1.72M
95.9K $13.4M
NVO
Novo Nordisk A S

Healthcare
6.88K
+ 4.58%
$69.3 - $90.95 $477K - $626K
157K $10.9M
GOOGL
Alphabet Inc.

Communication Services
5.29K
+ 6.43%
$154.33 - $206.19 $816K - $1.09M
87.5K $13.5M
MAR
Marriott International Inc

Consumer Cyclical
1.34K
+ 2.29%
$237.01 - $304.45 $319K - $409K
60K $14.3M
MSFT
Microsoft Corp

Technology
2.44K
+ 3.55%
$375.39 - $447.2 $917K - $1.09M
71.3K $26.8M
NVDA
Nvidia Corp

Technology
8.23K
+ 5.88%
$106.98 - $149.43 $880K - $1.23M
148K $16.1M
AAPL
Apple Inc.

Technology
4.45K
+ 3.01%
$209.68 - $247.1 $934K - $1.1M
152K $33.9M
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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