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SEGMENT WEALTH MANAGEMENT, LLC 13F portfolio summary

SEGMENT WEALTH MANAGEMENT, LLC of SEGMENT WEALTH MANAGEMENT, LLC has 304 current stock holdings with a reported portfolio value of $1.70B. The portfolio 1 year return is +13.86%. Top holdings include IBDU (0.00%), IBCA (0.00%), IBDS (0.00%), AWK (0.00%), IBDV (0.00%).

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SEGMENT WEALTH MANAGEMENT, LLC

SEGMENT WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

SEGMENT WEALTH MANAGEMENT, LLC runs SEGMENT WEALTH MANAGEMENT, LLC and currently holds 304 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.70B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SEGMENT WEALTH MANAGEMENT, LLC ranks #723 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SEGMENT WEALTH MANAGEMENT, LLC's portfolio at SEGMENT WEALTH MANAGEMENT, LLC has delivered returns of +13.86%. Their 3-year annualized return is +54.52%. Looking at the 5-year horizon, SEGMENT WEALTH MANAGEMENT, LLC has achieved +68.29% annualized returns at SEGMENT WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.86%
#904/1000
3 Year
+54.52%
#762/1000
5 Year
+68.29%
#548/1000

Portfolio Value

$1.70B

Alpha Score

46.3

#723 of 1000

Holdings

304

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change