Segment Wealth Management, LLC Options Holdings

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
CALL
$21,000
200
Q1 2025
New holding

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
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