Segment Wealth Management, LLC Options Holdings

Segment Wealth Management, LLC

  • $1.51 Billion
  • Q2 2025

Options Holdings Table

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

Technology
CALL
$31,000
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $1.51 Billion
  • Prior Value $1.43 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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