Segment Wealth Management, LLC Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$754.0B

Holdings

218

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (218 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
211,169$43.6B5.79%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
108,463$27.7B3.67%
3
NDQINVESCO QQQ TR
86,734$27.7B3.67%
4
BRK-BBERKSHIRE HATHAWAY INC DEL
70$27.0B3.58%
5
AAPLAPPLE INC
138,168$16.9B2.24%
6
SPYSPDR S&P 500 ETF TR
35,021$13.9B1.84%
7
VXFVANGUARD INDEX FDS
71,751$12.7B1.68%
8
MSFTMICROSOFT CORP
51,726$12.2B1.62%Call
9
IMTMISHARES TR
322,248$12.1B1.61%
10
AVGOBROADCOM INC
22,464$10.4B1.38%
11
XLESELECT SECTOR SPDR TR
204,500$10.0B1.33%
12
HDHOME DEPOT INC
32,602$10.0B1.32%
13
TXNTEXAS INSTRS INC
52,534$9.9B1.32%
14
ACNACCENTURE PLC IRELAND
35,915$9.9B1.32%
15
TSMTAIWAN SEMICONDUCTOR MFG LTD
83,199$9.8B1.31%
16
JMSTJ P MORGAN EXCHANGE-TRADED F
189,840$9.7B1.28%
17
JPMJPMORGAN CHASE & CO
61,919$9.4B1.25%
18
XSOEWISDOMTREE TR
225,891$9.2B1.22%
19
VVISA INC
42,857$9.1B1.20%Call
20
NEENEXTERA ENERGY INC
119,606$9.0B1.20%Call
21
HONHONEYWELL INTL INC
41,150$8.9B1.18%
22
GRMNGARMIN LTD
67,414$8.9B1.18%
23
SYYSYSCO CORP
111,873$8.8B1.17%
24
VIGVANGUARD SPECIALIZED FUNDS
59,324$8.7B1.16%
25
DHRDANAHER CORPORATION
38,460$8.7B1.15%
26
JNJJOHNSON & JOHNSON
52,419$8.6B1.14%
27
UNHUNITEDHEALTH GROUP INC
22,698$8.4B1.12%
28
IWDISHARES TR
55,409$8.4B1.11%
29
MPCMARATHON PETE CORP
156,229$8.4B1.11%
30
SYKSTRYKER CORPORATION
33,885$8.3B1.09%
31
NKENIKE INC
61,816$8.2B1.09%
32
INTUINTUIT
21,311$8.2B1.08%
33
ADPAUTOMATIC DATA PROCESSING IN
43,288$8.2B1.08%
34
MCDMCDONALDS CORP
36,137$8.1B1.07%Call
35
EOGEOG RES INC
109,933$8.0B1.06%
36
WMTWALMART INC
58,632$8.0B1.06%
37
UNPUNION PAC CORP
34,428$7.6B1.01%
38
OEFISHARES TR
41,499$7.5B0.99%
39
MRSHMARSH & MCLENNAN COS INC
61,174$7.5B0.99%
40
APDAIR PRODS & CHEMS INC
26,428$7.4B0.99%
41
MAINMAIN STR CAP CORP
188,232$7.4B0.98%
42
AMTAMERICAN TOWER CORP NEW
29,975$7.2B0.95%
43
VUGVANGUARD INDEX FDS
27,874$7.2B0.95%
44
REMISHARES TR
202,250$7.1B0.95%
45
PGPROCTER AND GAMBLE CO
52,094$7.1B0.94%
46
RTXRAYTHEON TECHNOLOGIES CORP
89,945$7.0B0.92%
47
MDTMEDTRONIC PLC
53,843$6.4B0.84%
48
XTISHARES TR
107,338$6.4B0.84%
49
EQIXEQUINIX INC
9,338$6.3B0.84%
50
ALSALLSTATE CORP
54,232$6.2B0.83%
51
SHWSHERWIN WILLIAMS CO
8,271$6.1B0.81%
52
FTSDFRANKLIN ETF TR
63,570$6.1B0.80%
53
XBISPDR SER TR
43,794$5.9B0.79%
54
CITCINTAS CORP
17,339$5.9B0.78%
55
PFEPFIZER INC
162,861$5.9B0.78%
56
BABOEING CO
22,220$5.7B0.75%
57
LAMRLAMAR ADVERTISING CO NEW
56,940$5.3B0.71%
58
USMCPRINCIPAL EXCHANGE-TRADED FD
137,506$5.1B0.67%
59
XLYSELECT SECTOR SPDR TR
30,078$5.1B0.67%
60
GSGOLDMAN SACHS GROUP INC
15,349$5.0B0.67%
61
ROPROPER TECHNOLOGIES INC
11,290$4.6B0.60%
62
IHIISHARES TR
13,651$4.5B0.60%
63
XLKSELECT SECTOR SPDR TR
33,770$4.5B0.59%
64
PYPLPAYPAL HLDGS INC
18,096$4.4B0.58%
65
AMZNAMAZON COM INC
1,364$4.2B0.56%
66
MDYSPDR S&P MIDCAP 400 ETF TR
8,781$4.2B0.55%
67
GOOGALPHABET INC
1,830$3.8B0.50%
68
ICEINTERCONTINENTAL EXCHANGE IN
33,053$3.7B0.49%
69
APHAMPHENOL CORP NEW
51,862$3.4B0.45%
70
ITA*ISHARES TR
32,297$3.4B0.45%
71
CTRACABOT OIL & GAS CORP
167,612$3.1B0.42%
72
AJGGALLAGHER ARTHUR J & CO
23,778$3.0B0.39%
73
IWFISHARES TR
12,164$3.0B0.39%
74
CATCATERPILLAR INC
12,470$2.9B0.38%
75
VTVVANGUARD INDEX FDS
20,820$2.7B0.36%
76
GQ9SPDR GOLD TR
16,395$2.6B0.35%
77
APOEURAPOLLO GLOBAL MGMT INC
54,640$2.6B0.34%
78
NVDANVIDIA CORPORATION
4,711$2.5B0.33%
79
IJKISHARES TR
31,700$2.5B0.33%
80
EPDENTERPRISE PRODS PARTNERS L
108,998$2.4B0.32%
81
XOMEXXON MOBIL CORP
42,480$2.4B0.31%
82
ALLEGIANCE BANCSHARES INC
56,663$2.3B0.30%
83
ASMLASML HOLDING N V
3,600$2.2B0.29%
84
APTVAPTIV PLC
15,955$2.2B0.29%
85
METAFACEBOOK INC
7,225$2.1B0.28%
86
SKYYFIRST TR EXCHANGE TRADED FD
21,490$2.1B0.27%
87
IVVISHARES TR
5,080$2.0B0.27%
88
TMOTHERMO FISHER SCIENTIFIC INC
4,285$2.0B0.26%
89
CRMSALESFORCE COM INC
9,055$1.9B0.25%Call
90
SCHBSCHWAB STRATEGIC TR
19,625$1.9B0.25%
91
SPGIS&P GLOBAL INC
4,995$1.8B0.23%
92
NFLXNETFLIX INC
3,152$1.6B0.22%
93
LMTLOCKHEED MARTIN CORP
4,359$1.6B0.21%Call
94
ITWILLINOIS TOOL WKS INC
7,229$1.6B0.21%
95
VOOVANGUARD INDEX FDS
4,041$1.5B0.20%
96
WQTMWISDOMTREE TR
53,900$1.4B0.18%
97
CVXCHEVRON CORP NEW
12,736$1.3B0.18%
98
DGDOLLAR GEN CORP NEW
6,514$1.3B0.18%
99
BSCOINVESCO EXCH TRD SLF IDX FD
56,680$1.3B0.17%
100
FISVFISERV INC
9,711$1.2B0.15%Call
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