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Home > Institutional Investor > Segment Wealth Management, Llc > Profile

Instuitional Investor - Segment Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Segment Wealth Management, Llc
Portfolio Value $1,724,344,843
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 322,570 $108,148,066 6.27%
2.
Berkshire Hathaway Inc
 BRK.A 163,424 $82,145,074 4.76%
3.
Broadcom Inc.
 AVGO 174,422 $60,367,406 3.5%
4.
Invesco Qqq Tr
 77,430 $47,566,021 2.76%
5.
S&P Global Inc.
 SPGI 87,794 $45,880,440 2.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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