Segment Wealth Management, LLC Sells in Q3 2025

Segment Wealth Management, LLC

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-18.3K
- 54.81%
$237.77 - $353.61 $4.35M - $6.48M
15.1K $5.21M
SPGI
S&P Global Inc.

Financial Services
-263
- 0.3%
$484.94 - $564.15 $128K - $148K
88.3K $43M
VIG
Vanguard Dividend Appreciation

ETFs
-19.9K
- 35.76%
N/A
35.7K $6.5M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-37.7K
- 37.15%
$59.29 - $62.87 $2.24M - $2.37M
63.8K $3.83M
CTAS
Cintas Corp

Industrials
-359
- 0.37%
$199.29 - $226.27 $71.5K - $81.2K
97.9K $20.1M
XT
Ishares Tr Exponential Technol

ETFs
-34.3K
- 31.7%
$65.04 - $71.97 $2.23M - $2.47M
73.9K $5.32M
OKE
Oneok Inc

Energy
-14.7K
- 33.79%
$71.36 - $83.47 $1.05M - $1.22M
28.7K $2.1M
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 0.11%
$915.95 - $994.57 $22K - $23.9K
21K $19.4M
VXF
Vanguard Extended Market ETF

ETFs
-12.1K
- 16.2%
$193.58 - $213.07 $2.34M - $2.58M
62.6K $13.1M
V
Visa Inc.

Financial Services
-885
- 1.37%
$332.09 - $358.86 $294K - $318K
63.9K $21.8M
BX
Blackstone Inc.

Financial Services
-5.75K
- 43.63%
$152.77 - $188.68 $878K - $1.08M
7.43K $1.27M
ISRG
Intuitive Surgical Inc

Healthcare
-255
- 4.59%
$433.66 - $544.47 $111K - $139K
5.3K $2.37M
EQIX
Equinix Inc

Real Estate
-692
- 64.67%
$756.7 - $811.13 $524K - $561K
378 $296K
PSA
Public Storage

Real Estate
-1.7K
- 32.0%
$271.94 - $298.09 $463K - $507K
3.62K $1.04M
TRGP
Targa Resources Corp.

Energy
-556
- 0.91%
$160.52 - $174.4 $89.2K - $97K
60.3K $10.1M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.65K
- 16.51%
$216.09 - $242.18 $1M - $1.12M
23.5K $5.63M
CRM
Salesforce, Inc.

Technology
-239
- 2.26%
$231.66 - $273.65 $55.4K - $65.4K
10.3K $2.45M
IGV
Ishares Expanded Tech Software

ETFs
-4.38K
- 23.22%
$105.96 - $117.79 $465K - $516K
14.5K $1.67M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 4.55%
$692600.0 - $759798.0 $1.39M - $1.52M
42 $31.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.78K
- 8.79%
$192.76 - $203.86 $728K - $770K
39.2K $7.99M
PG
Procter & Gamble CO

Consumer Defensive
-1.19K
- 9.1%
$150.47 - $161.22 $179K - $192K
11.9K $1.82M
KKR
Kkr & Co. Inc.

Financial Services
-1.52K
- 12.33%
$129.95 - $152.16 $197K - $231K
10.8K $1.4M
PLD
Prologis, Inc.

Real Estate
-2.56K
- 35.92%
$104.08 - $115.35 $266K - $295K
4.56K $522K
WM
Waste Management Inc

Industrials
-622
- 9.5%
$213.88 - $237.1 $133K - $147K
5.92K $1.31M
OEF
Ishares S&P 100 ETF

ETFs
-615
- 1.83%
N/A
32.9K $8.76M
PAYX
Paychex Inc

Industrials
-224
- 3.81%
$126.69 - $147.99 $28.4K - $33.1K
5.66K $716K
AMZN
Amazon Com Inc

Consumer Cyclical
-585
- 1.9%
$211.65 - $238.24 $124K - $139K
30.2K $6.63M
ITA
Ishares Tr

ETFs
-640
- 39.02%
$184.73 - $209.26 $118K - $134K
1K $209K
COP
Conocophillips

Energy
-1.66K
- 12.0%
$91.0 - $98.99 $151K - $164K
12.2K $1.15M
WMB
Williams Companies, Inc.

Energy
-1.61K
- 4.87%
$56.52 - $64.01 $90.7K - $103K
31.4K $1.99M
CI
Cigna Corp

Healthcare
-102
- 10.44%
$262.23 - $334.39 $26.7K - $34.1K
875 $252K
ABT
Abbott Laboratories

Healthcare
-391
- 5.47%
$120.51 - $136.62 $47.1K - $53.4K
6.76K $905K
LII
Lennox International Inc

Industrials
-40
- 4.06%
$516.18 - $664.54 $20.6K - $26.6K
945 $500K
RTX
Raytheon Technologies Corp

Industrials
-616
- 24.68%
$144.19 - $167.33 $88.8K - $103K
1.88K $314K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-419
- 6.1%
$567.09 - $607.37 $238K - $254K
6.45K $3.84M
EQR
Equity Residential

Real Estate
-305
- 7.84%
$62.3 - $68.34 $19K - $20.8K
3.59K $232K
ED
Consolidated Edison Inc

Utilities
-263
- 9.25%
$95.57 - $105.36 $25.1K - $27.7K
2.58K $259K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.08K
- 1.71%
N/A
62.2K $1.48M
EPD
Enterprise Products Partners L.P.

Energy
-2.9K
- 1.14%
$30.74 - $32.14 $89.1K - $93.2K
252K $7.87M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-1.05K
- 2.63%
$21.35 - $21.7 $22.4K - $22.8K
38.8K $837K
NEE
Nextera Energy Inc

Utilities
-2.15K
- 9.25%
$69.77 - $77.54 $150K - $167K
21.1K $1.59M
BSJR
Invesco Indx Tr

ETFs
-900
- 1.36%
$22.64 - $22.85 $20.4K - $20.6K
65.3K $1.48M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-920
- 1.6%
$23.27 - $23.51 $21.4K - $21.6K
56.5K $1.32M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-405
- 0.65%
$19.61 - $19.79 $7.94K - $8.01K
61.5K $1.21M
VLO
Valero Energy Corp

Energy
-1.06K
- 21.35%
$131.77 - $175.63 $139K - $185K
3.89K $662K
MRK
Merck & Co., Inc.

Healthcare
-865
- 5.73%
$77.6 - $87.37 $67.1K - $75.6K
14.2K $1.19M
Ge Vernova Inc
-915
- 1.35%
N/A
66.8K $0
Arista Networks Inc
-403
- 1.26%
N/A
31.6K $0
Veralto Corp
-278
- 2.55%
N/A
10.6K $0
Activity Summary
Buys All Purchases 117 New Holdings 17 Increased Positions 100 Sells All Sells 88 Reductions 88 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