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SEGMENT WEALTH MANAGEMENT, LLC
SEGMENT WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
SEGMENT WEALTH MANAGEMENT, LLC runs SEGMENT WEALTH MANAGEMENT, LLC and currently holds 312 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.93B. Their top holdings are VTI, BRK-B, GEV, AVGO, QQQ. The top five represent 20.4% of reported portfolio weight. SEGMENT WEALTH MANAGEMENT, LLC ranks #621 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEGMENT WEALTH MANAGEMENT, LLC initiated 1 new position. They added to 74 existing positions. They trimmed 16 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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312 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 6.27% | $178.23 | $378.25 | +112.23% | Added +1.95% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 4.25% | $263.05 | $495.77 | +88.47% | Trimmed -0.23% |
 GEV GE VERNOVA INC | 3.63% | $169.60 | $956.64 | +464.06% | Trimmed -2.79% |
 AVGO BROADCOM INC | 3.33% | $29.83 | $368.45 | +1,135.17% | Trimmed -1.49% |
 QQQ INVESCO QQQ TR | 2.93% | $195.42 | $713.44 | +265.08% | Added +1.15% |
 ASML ASML HLDG NV | 2.62% | $552.11 | $1,763.76 | +219.46% | Added +0.16% |
 NVDA NVIDIA CORPORATION | 2.52% | $87.11 | $214.76 | +146.54% | Added +0.52% |
 AAPL APPLE INC | 2.30% | $60.63 | $309.35 | +410.23% | Added +0.74% |
 CAT CATERPILLAR INC | 2.25% | $347.20 | $827.65 | +138.38% | Trimmed -1.20% |
 GOOGL ALPHABET INC | 1.68% | $172.65 | $344.82 | +99.72% | Trimmed -1.09% |
Showing 1-10 of 312