CIK 1575581
Segment Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
316
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSCI | MSCI INC | 4K | $1M+ | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 13K | $1M+ | SH |
| EQT | EQT CORP | 39K | $1M+ | SH |
| OKE | ONEOK INC NEW | 28K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 11K | $1M+ | SH |
| IBDW | ISHARES TR | 92K | $1M+ | SH |
| IBDV | ISHARES TR | 87K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 32K | $1M+ | SH |
| PSX | PHILLIPS 66 | 14K | $1M+ | SH |
| IBDT | ISHARES TR | 70K | $1M+ | SH |
| IBDU | ISHARES TR | 75K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 873 | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 12K | $1M+ | SH |
| IBDX | ISHARES TR | 66K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 33K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 21K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 3K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 12K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |
| IGV | ISHARES TR | 14K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| IBDR | ISHARES TR | 61K | $1M+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 65K | $1M+ | SH |
| MRK | MERCK & CO INC | 14K | $1M+ | SH |
| IBDS | ISHARES TR | 60K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 2K | $1M+ | SH |
| RACE | FERRARI N V | 4K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 71K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 6K | $1M+ | SH |
| KKR | KKR & CO INC | 11K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 15K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 4K | $1M+ | SH |
| KBE | SPDR SERIES TRUST | 22K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 11K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 55K | $1M+ | SH |
| BX | BLACKSTONE INC | 8K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 65K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| BN | BROOKFIELD CORP | 27K | $1M+ | SH |
| IBDY | ISHARES TR | 48K | $1M+ | SH |
| PEP | PEPSICO INC | 9K | $1M+ | SH |
| EME | EMCOR GROUP INC | 2K | $1M+ | SH |
| APA | APA CORPORATION | 50K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 6K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 59K | $1M+ | SH |