Segment Wealth Management, LLC Portfolio Holdings
Segment Wealth Management, LLC
- $1.3 Billion
- Q1 2024
Segment Wealth Management, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 254 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 $76.2M, Berkshire Hathaway Inc Class B with a value of $61.1M, S&P Global Inc. with a value of $46.7M, Berkshire Hathaway Inc with a value of $45M, and Invesco Qqq Trust, Series 1 with a value of $37.8M.
Examining the 13F form we can see an increase of $172M in the current position value, from $1.12B to 1.3B.
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 $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 254
- Current Value $1.3 Billion
- Prior Value $1.12 Billion
- Filing
- Period Q1 2024
- Filing Date April 24, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks