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 301–316 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| EG | EVEREST GROUP LTD | 640 | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 3K | $100K–$500K | SH |
| UPRO | PROSHARES TR | 2K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 2K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| HIO | WESTERN ASSET HIGH INCOME OP | 49K | $100K–$500K | SH |
| CRGY | CRESCENT ENERGY COMPANY | 15K | $100K–$500K | SH |
| UAMY | UNITED STATES ANTIMONY CORP | 24K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 15K | $100K–$500K | SH |