Segment Wealth Management, LLC Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$1.6T

Holdings

285

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (285 positions)

#StockSharesValue% PortfolioType
101
GEGE AEROSPACE
8,563$2.2B0.14%
102
VOOVANGUARD INDEX FDS
3,855$2.2B0.14%
103
MLB1MERCADOLIBRE INC
835$2.2B0.14%
104
MSCIMSCI INC
3,756$2.2B0.14%
105
PGPROCTER AND GAMBLE CO
13,049$2.1B0.13%
106
WMBWILLIAMS COS INC
32,981$2.1B0.13%
107
IGVISHARES TR
18,880$2.1B0.13%
108
BXBLACKSTONE INC
13,172$2.0B0.13%
109
MTSIMACOM TECH SOLUTIONS HLDGS I
12,919$1.9B0.12%
110
IBDWISHARES TR
86,845$1.8B0.12%
111
FICOFAIR ISAAC CORP
998$1.8B0.12%
112
KBESPDR SERIES TRUST
32,690$1.8B0.12%
113
IBDVISHARES TR
82,170$1.8B0.11%
114
SPYMSPDR SERIES TRUST
24,748$1.8B0.11%
115
NFLXNETFLIX INC
1,304$1.7B0.11%
116
VOVANGUARD INDEX FDS
6,193$1.7B0.11%
117
IBDUISHARES TR
74,050$1.7B0.11%
118
IBDTISHARES TR
66,490$1.7B0.11%
119
PSXPHILLIPS 66
13,922$1.7B0.11%
120
JAAAJANUS DETROIT STR TR
32,640$1.7B0.11%
121
KKRKKR & CO INC
12,295$1.6B0.10%
122
NEENEXTERA ENERGY INC
23,231$1.6B0.10%
123
PSAPUBLIC STORAGE OPER CO
5,319$1.6B0.10%
124
SCHGSCHWAB STRATEGIC TR
53,031$1.5B0.10%
125
IBDRISHARES TR
63,251$1.5B0.10%
126
ADBEADOBE INC
3,946$1.5B0.10%
127
KOCOCA COLA CO
21,378$1.5B0.10%
128
BSJRINVESCO EXCH TRD SLF IDX FD
66,170$1.5B0.10%
129
WMWASTE MGMT INC DEL
6,546$1.5B0.10%
130
IBDSISHARES TR
61,317$1.5B0.09%
131
SKYYFIRST TR EXCHANGE TRADED FD
12,078$1.5B0.09%
132
IBDXISHARES TR
57,210$1.4B0.09%
133
LMTLOCKHEED MARTIN CORP
3,123$1.4B0.09%
134
RSGREPUBLIC SVCS INC
5,690$1.4B0.09%
135
BSJQINVESCO EXCH TRD SLF IDX FD
57,422$1.3B0.09%
136
IWMISHARES TR
5,896$1.3B0.08%
137
COPCONOCOPHILLIPS
13,844$1.2B0.08%
138
COFCAPITAL ONE FINL CORP
5,734$1.2B0.08%
139
BSCRINVESCO EXCH TRD SLF IDX FD
61,897$1.2B0.08%
140
IBDYISHARES TR
46,715$1.2B0.08%
141
MRKMERCK & CO INC
15,098$1.2B0.08%
142
BSCSINVESCO EXCH TRD SLF IDX FD
57,872$1.2B0.08%
143
PEPPEPSICO INC
8,968$1.2B0.08%
144
BSJSINVESCO EXCH TRD SLF IDX FD
52,060$1.1B0.07%
145
VSTVISTRA CORP
5,914$1.1B0.07%
146
DEDEERE & CO
2,235$1.1B0.07%
147
BNBROOKFIELD CORP
18,272$1.1B0.07%
148
CRWDCROWDSTRIKE HLDGS INC
2,209$1.1B0.07%
149
LRCXLAM RESEARCH CORP
11,370$1.1B0.07%
150
VLTOVERALTO CORP
10,907$1.1B0.07%
151
VIGIVANGUARD WHITEHALL FDS
12,183$1.1B0.07%
152
KMIKINDER MORGAN INC DEL
37,031$1.1B0.07%
153
BSCQINVESCO EXCH TRD SLF IDX FD
55,767$1.1B0.07%
154
ABBVABBVIE INC
5,860$1.1B0.07%
155
DUKDUKE ENERGY CORP NEW
9,197$1.1B0.07%
156
WFCWELLS FARGO CO NEW
13,392$1.1B0.07%
157
EMREMERSON ELEC CO
7,876$1.1B0.07%
158
CEGCONSTELLATION ENERGY CORP
3,231$1.0B0.07%
159
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,592$1.0B0.07%
160
BSCTINVESCO EXCH TRD SLF IDX FD
52,850$988.3M0.06%
161
NOWSERVICENOW INC
946$972.6M0.06%
162
ABTABBOTT LABS
7,151$972.5M0.06%
163
VNTVONTIER CORPORATION
26,060$961.6M0.06%
164
LOWLOWES COS INC
4,218$935.8M0.06%
165
IWBISHARES TR
2,751$934.2M0.06%
166
APAAPA CORPORATION
50,000$914.5M0.06%
167
FTKFLOTEK INDS INC DEL
61,420$906.6M0.06%
168
PSTGPURE STORAGE INC
15,486$891.7M0.06%
169
BSCUINVESCO EXCH TRD SLF IDX FD
51,670$867.0M0.06%
170
BSJTINVESCO EXCH TRD SLF IDX FD
39,880$858.2M0.05%
171
ITWILLINOIS TOOL WKS INC
3,471$858.1M0.05%
172
PAYXPAYCHEX INC
5,880$855.3M0.05%
173
EQIXEQUINIX INC
1,070$851.2M0.05%
174
MPCMARATHON PETE CORP
5,032$835.9M0.05%
175
TQQQPROSHARES TR
9,996$829.7M0.05%
176
CBCHUBB LIMITED
2,832$820.5M0.05%
177
CMICUMMINS INC
2,487$814.5M0.05%
178
VBVANGUARD INDEX FDS
3,413$808.9M0.05%
179
MPLXMPLX LP
15,447$795.7M0.05%
180
USFRWISDOMTREE TR
15,505$780.1M0.05%
181
PLDPROLOGIS INC.
7,122$748.7M0.05%
182
RSPINVESCO EXCHANGE TRADED FD T
3,950$717.9M0.05%
183
VLOVALERO ENERGY CORP
4,947$665.0M0.04%
184
TYGTORTOISE ENERGY INFRA CORP
15,000$658.4M0.04%
185
VRTVERTIV HOLDINGS CO
4,972$638.5M0.04%
186
ORCLORACLE CORP
2,905$635.1M0.04%
187
TMOTHERMO FISHER SCIENTIFIC INC
1,559$632.1M0.04%
188
CALMCAL MAINE FOODS INC
6,321$629.8M0.04%
189
IVWISHARES TR
5,426$597.4M0.04%
190
JNJJOHNSON & JOHNSON
3,894$594.7M0.04%
191
IWRISHARES TR
6,449$593.1M0.04%
192
ETRENTERGY CORP NEW
7,107$590.7M0.04%
193
A4SAMERIPRISE FINL INC
1,101$587.6M0.04%
194
BRBROADRIDGE FINL SOLUTIONS IN
2,371$576.2M0.04%
195
ENBENBRIDGE INC
12,679$574.6M0.04%
196
ADIANALOG DEVICES INC
2,376$565.5M0.04%
197
IEXIDEX CORP
3,221$565.5M0.04%
198
LIILENNOX INTL INC
985$564.6M0.04%
199
CSCOCISCO SYS INC
7,957$552.1M0.04%
200
ECLECOLAB INC
2,007$540.8M0.03%
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