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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 $1,132,289,307
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 286,822 $68,039,804 6%
2.
Berkshire Hathaway Inc
 BRK.A 142,568 $50,848,303 4.49%
3.
Berkshire Hathaway Inc
 BRK.A 70 $37,983,752 3.35%
4.
Invesco Qqq Tr
 86,223 $35,310,134 3.11%
5.
Broadcom Inc.
 AVGO 257,190 $28,709,023 2.53%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)