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 151–200 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSJS | INVESCO EXCH TRD SLF IDX FD | 54K | $1M+ | SH |
| CPRT | COPART INC | 30K | $1M+ | SH |
| USFR | WISDOMTREE TR | 22K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| AU | ANGLOGOLD ASHANTI PLC | 13K | $1M+ | SH |
| UI | UBIQUITI INC | 2K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 39K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $1M+ | SH |
| VLTO | VERALTO CORP | 11K | $1M+ | SH |
| FTK | FLOTEK INDS INC DEL | 61K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 3K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 8K | $1M+ | SH |
| PSTG | PURE STORAGE INC | 15K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 54K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $500K+ | SH |
| ABT | ABBOTT LABS | 8K | $500K+ | SH |
| VNT | VONTIER CORPORATION | 26K | $500K+ | SH |
| VST | VISTRA CORP | 6K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 4K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 52K | $500K+ | SH |
| TQQQ | PROSHARES TR | 17K | $500K+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 40K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 3K | $500K+ | SH |
| MPLX | MPLX LP | 15K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 5K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 11K | $500K+ | SH |
| ETR | ENTERGY CORP NEW | 8K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 11K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| IJH | ISHARES TR | 10K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 10K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| PAYX | PAYCHEX INC | 6K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |