Segment Wealth Management, LLC Q2 2021 Filing

Filed July 20, 2021

Portfolio Value

$842.7B

Holdings

223

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (223 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
220,628$49.2B5.83%
2
NDQINVESCO QQQ TR
88,955$31.5B3.74%
3
BRK/BBERKSHIRE HATHAWAY INC DEL
109,295$30.4B3.60%
4
BRK-BBERKSHIRE HATHAWAY INC DEL
70$29.3B3.48%
5
AAPLAPPLE INC
139,497$19.1B2.27%
6
SPYSPDR S&P 500 ETF TR
35,103$15.0B1.78%
7
MSFTMICROSOFT CORP
52,523$14.2B1.69%Call
8
VXFVANGUARD INDEX FDS
74,536$14.1B1.67%
9
IMTMISHARES TR
337,208$13.0B1.55%
10
JMSTJ P MORGAN EXCHANGE-TRADED F
224,290$11.4B1.36%
11
XLESELECT SECTOR SPDR TR
211,050$11.4B1.35%
12
AVGOBROADCOM INC
23,049$11.0B1.30%
13
ACNACCENTURE PLC IRELAND
36,772$10.8B1.29%
14
INTUINTUIT
21,891$10.7B1.27%
15
HDHOME DEPOT INC
33,531$10.7B1.27%
16
DHRDANAHER CORPORATION
39,405$10.6B1.25%
17
TXNTEXAS INSTRS INC
53,828$10.4B1.23%
18
VVISA INC
43,807$10.2B1.22%Call
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
84,854$10.2B1.21%
20
GRMNGARMIN LTD
68,957$10.0B1.18%
21
XSOEWISDOMTREE TR
236,614$10.0B1.18%
22
JPMJPMORGAN CHASE & CO
63,632$9.9B1.17%
23
NKENIKE INC
63,593$9.8B1.17%
24
VIGVANGUARD SPECIALIZED FUNDS
62,734$9.7B1.15%
25
MPCMARATHON PETE CORP
159,431$9.6B1.14%
26
EOGEOG RES INC
113,212$9.4B1.12%
27
UNHUNITEDHEALTH GROUP INC
23,329$9.3B1.11%
28
NEENEXTERA ENERGY INC
126,164$9.2B1.10%Call
29
HONHONEYWELL INTL INC
41,996$9.2B1.09%
30
SYKSTRYKER CORPORATION
34,614$9.0B1.07%
31
BXBLACKSTONE GROUP INC
92,193$9.0B1.06%
32
SYYSYSCO CORP
114,985$8.9B1.06%
33
JNJJOHNSON & JOHNSON
54,124$8.9B1.06%
34
MRSHMARSH & MCLENNAN COS INC
63,101$8.9B1.05%
35
ADPAUTOMATIC DATA PROCESSING IN
44,395$8.8B1.05%
36
IWDISHARES TR
55,409$8.8B1.04%
37
MCDMCDONALDS CORP
37,469$8.7B1.03%Call
38
WMTWALMART INC
61,370$8.7B1.03%
39
AMTAMERICAN TOWER CORP NEW
31,125$8.4B1.00%
40
OEFISHARES TR
41,417$8.1B0.96%
41
VUGVANGUARD INDEX FDS
27,874$8.0B0.95%
42
RTXRAYTHEON TECHNOLOGIES CORP
92,692$7.9B0.94%
43
REMISHARES TR
211,530$7.9B0.93%
44
UNPUNION PAC CORP
35,677$7.8B0.93%
45
EQIXEQUINIX INC
9,767$7.8B0.93%
46
APDAIR PRODS & CHEMS INC
27,187$7.8B0.93%
47
PGPROCTER AND GAMBLE CO
54,759$7.4B0.88%
48
ALSALLSTATE CORP
56,347$7.3B0.87%
49
VTNRUSDVERTEX ENERGY INC
538,775$7.1B0.85%
50
CITCINTAS CORP
18,596$7.1B0.84%
51
XTISHARES TR
112,038$7.1B0.84%
52
MDTMEDTRONIC PLC
56,692$7.0B0.84%
53
SHWSHERWIN WILLIAMS CO
25,783$7.0B0.83%
54
PFEPFIZER INC
172,338$6.7B0.80%
55
XBISPDR SER TR
45,159$6.1B0.73%
56
LAMRLAMAR ADVERTISING CO NEW
57,708$6.0B0.72%
57
GSGOLDMAN SACHS GROUP INC
15,637$5.9B0.70%
58
USMCPRINCIPAL EXCHANGE-TRADED FD
145,121$5.8B0.68%
59
BABOEING CO
23,549$5.6B0.67%
60
XLYSELECT SECTOR SPDR TR
31,253$5.6B0.66%
61
ROPROPER TECHNOLOGIES INC
11,800$5.5B0.66%
62
PYPLPAYPAL HLDGS INC
18,192$5.3B0.63%
63
IHIISHARES TR
14,211$5.1B0.61%
64
XLKSELECT SECTOR SPDR TR
34,133$5.0B0.60%
65
AMZNAMAZON COM INC
1,370$4.7B0.56%
66
GOOGALPHABET INC
1,830$4.6B0.54%
67
MDYSPDR S&P MIDCAP 400 ETF TR
8,771$4.3B0.51%
68
ICEINTERCONTINENTAL EXCHANGE IN
34,293$4.1B0.48%
69
XOMEXXON MOBIL CORP
60,699$3.8B0.45%
70
ITA*ISHARES TR
34,832$3.8B0.45%
71
NVDANVIDIA CORPORATION
4,709$3.8B0.45%
72
APHAMPHENOL CORP NEW
54,195$3.7B0.44%
73
AJGGALLAGHER ARTHUR J & CO
24,771$3.5B0.41%
74
APOEURAPOLLO GLOBAL MGMT INC
54,190$3.4B0.40%
75
IWFISHARES TR
12,164$3.3B0.39%
76
EPDENTERPRISE PRODS PARTNERS L
136,122$3.3B0.39%
77
VTVVANGUARD INDEX FDS
20,820$2.9B0.34%
78
CTRACABOT OIL & GAS CORP
161,015$2.8B0.33%
79
GQ9SPDR GOLD TR
16,395$2.7B0.32%
80
CATCATERPILLAR INC
12,470$2.7B0.32%
81
IJKISHARES TR
31,700$2.6B0.30%
82
METAFACEBOOK INC
7,244$2.5B0.30%
83
APTVAPTIV PLC
15,955$2.5B0.30%
84
ASMLASML HOLDING N V
3,600$2.5B0.30%
85
JPSTJ P MORGAN EXCHANGE-TRADED F
46,080$2.3B0.28%
86
SKYYFIRST TR EXCHANGE TRADED FD
21,490$2.3B0.27%
87
IVVISHARES TR
5,087$2.2B0.26%
88
ALLEGIANCE BANCSHARES INC
56,675$2.2B0.26%
89
TMOTHERMO FISHER SCIENTIFIC INC
4,284$2.2B0.26%
90
CRMSALESFORCE COM INC
8,817$2.2B0.26%Call
91
SPGIS&P GLOBAL INC
5,085$2.1B0.25%
92
SCHBSCHWAB STRATEGIC TR
19,640$2.0B0.24%
93
MAINMAIN STR CAP CORP
46,725$1.9B0.23%
94
NFLXNETFLIX INC
3,152$1.7B0.20%
95
LMTLOCKHEED MARTIN CORP
4,366$1.7B0.20%Call
96
ITWILLINOIS TOOL WKS INC
7,216$1.6B0.19%
97
VOOVANGUARD INDEX FDS
3,965$1.6B0.19%
98
DOCUDOCUSIGN INC
5,481$1.5B0.18%
99
IGVISHARES TR
3,594$1.4B0.17%
100
DGDOLLAR GEN CORP NEW
6,410$1.4B0.16%
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