Segment Wealth Management, LLC Portfolio Holdings
Segment Wealth Management, LLC
- $1.43 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 282
- Current Value $1.43 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks