Segment Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $88.2M, Berkshire Hathaway Inc Class B with a value of $84.5M, Berkshire Hathaway Inc with a value of $56.7M, S&P Global Inc. with a value of $45.6M, and Invesco Qqq Trust, Series 1 with a value of $37.4M.
Examining the 13F form we can see an increase of $13.6M in the current position value, from $1.42B to 1.43B.
Below you can find more details about Segment Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
ETFs: $339 Million
Financial Services: $330 Million
Technology: $244 Million
Industrials: $129 Million
Healthcare: $106 Million
Energy: $84.2 Million
Consumer Cyclical: $80.5 Million
Consumer Defensive: $50.7 Million
Other: $63.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
