Segment Wealth Management
Latest statistics and disclosures from Segment Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BRK.B, BRK.A, QQQ, SPY, and represent 19.62% of Segment Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ASML (+$9.7M), SPY (+$9.2M), IEFA, IEMG, USFR, STEL, TPYP, MRO, BSCR, BSCS.
- Started 14 new stock positions in IEFA, IBHD, AGG, KIE, BSJR, USFR, IBHC, BSJQ, Brookfield Corp Cl A Ltd Vt Sh, MRO. PRK, IEMG, STEL, CEG.
- Reduced shares in these 10 stocks: COP (-$9.8M), TSM (-$8.4M), JMST (-$8.0M), BX (-$7.1M), XSOE, VIGI, , JPST, VTI, PYPL.
- Sold out of its positions in Allegiance Bancshares, Brookfield Asset Management, Continental Resources, FISV, INTC, Invesco Exch Trd Slf Idx Fd bulshs 2022 hy, Bscm etf, IMTM, Ishares Tr Ibonds December 2022 Corp Etf, JMST. JPST, MKC, PYPL, REAX, SIVB, TSM, TSLA, Twitter, VEA.
- Segment Wealth Management was a net seller of stock by $-14M.
- Segment Wealth Management has $864M in assets under management (AUM), dropping by 7.86%.
- Central Index Key (CIK): 0001575581
Tip: Access up to 7 years of quarterly data
Positions held by Segment Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Segment Wealth Management
Segment Wealth Management holds 213 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $49M | -2% | 257k | 191.19 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.7 | $41M | 132k | 308.90 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.8 | $33M | 70.00 | 468710.96 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $24M | -2% | 91k | 266.28 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $22M | +70% | 58k | 382.43 | |
Apple (AAPL) | 2.2 | $19M | 149k | 129.93 | ||
Microsoft Corporation (MSFT) | 1.7 | $15M | 61k | 239.82 | ||
Broadcom (AVGO) | 1.7 | $15M | 26k | 559.13 | ||
UnitedHealth (UNH) | 1.6 | $14M | 27k | 530.17 | ||
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.6 | $14M | -5% | 50k | 275.98 | |
Nextera Energy (NEE) | 1.5 | $13M | 157k | 83.60 | ||
EOG Resources (EOG) | 1.5 | $13M | 101k | 129.52 | ||
Home Depot (HD) | 1.5 | $13M | 40k | 315.86 | ||
Automatic Data Processing (ADP) | 1.4 | $12M | 52k | 238.86 | ||
Setup an alertSegment Wealth Management will file the next quarterly 13-HR in about 1 months. Would you like to be notified? |
||||||
Danaher Corporation (DHR) | 1.4 | $12M | 47k | 265.42 | ||
Marsh & McLennan Companies (MMC) | 1.4 | $12M | +2% | 73k | 165.48 | |
Johnson & Johnson (JNJ) | 1.4 | $12M | +2% | 68k | 176.65 | |
McDonald's Corporation (MCD) | 1.4 | $12M | 45k | 263.53 | ||
Asml Holding N V N Y Registry Shs (ASML) | 1.4 | $12M | +467% | 22k | 546.40 | |
Air Products & Chemicals (APD) | 1.4 | $12M | 38k | 308.26 | ||
Honeywell International (HON) | 1.3 | $12M | 54k | 214.30 | ||
Visa Com Cl A (V) | 1.3 | $11M | 55k | 207.76 | ||
Stryker Corporation (SYK) | 1.3 | $11M | 46k | 244.49 | ||
Pfizer (PFE) | 1.3 | $11M | +3% | 219k | 51.24 | |
Wal-Mart Stores (WMT) | 1.3 | $11M | 79k | 141.79 | ||
JPMorgan Chase & Co. (JPM) | 1.3 | $11M | 83k | 134.10 | ||
Cintas Corporation (CTAS) | 1.3 | $11M | +2% | 24k | 451.61 | |
Raytheon Technologies Corp (RTX) | 1.3 | $11M | 108k | 100.92 | ||
McKesson Corporation (MCK) | 1.3 | $11M | +2% | 29k | 375.12 | |
Waste Management (WM) | 1.3 | $11M | 69k | 156.88 | ||
Procter & Gamble Company (PG) | 1.2 | $11M | +3% | 71k | 151.56 | |
Texas Instruments Incorporated (TXN) | 1.2 | $11M | 64k | 165.22 | ||
Intuit (INTU) | 1.2 | $11M | +2% | 27k | 389.22 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $11M | -2% | 79k | 132.86 | |
Allstate Corporation (ALL) | 1.2 | $10M | +2% | 74k | 135.60 | |
Nike CL B (NKE) | 1.2 | $10M | +3% | 86k | 117.01 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $9.9M | 37k | 266.84 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $9.7M | -4% | 64k | 151.85 | |
Union Pacific Corporation (UNP) | 1.1 | $9.3M | 45k | 207.07 | ||
Vanguard World Mega Cap Val Etf (MGV) | 1.1 | $9.2M | -3% | 89k | 102.85 | |
Garmin SHS (GRMN) | 1.0 | $8.9M | 96k | 92.29 | ||
American Tower Reit (AMT) | 1.0 | $8.8M | +5% | 42k | 211.86 | |
Costco Wholesale Corporation (COST) | 1.0 | $8.4M | 19k | 456.50 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $8.2M | 54k | 151.65 | ||
Exxon Mobil Corporation (XOM) | 0.9 | $7.5M | 68k | 110.30 | ||
S&p Global (SPGI) | 0.9 | $7.5M | 22k | 334.95 | ||
Prologis (PLD) | 0.8 | $7.2M | 64k | 112.73 | ||
Roper Industries (ROP) | 0.8 | $6.8M | 16k | 432.09 | ||
Carrier Global Corporation (CARR) | 0.8 | $6.7M | -3% | 163k | 41.25 | |
Ishares Tr S&p 100 Etf (OEF) | 0.8 | $6.7M | -2% | 39k | 170.57 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.8 | $6.5M | 124k | 52.57 | ||
Goldman Sachs (GS) | 0.7 | $6.4M | 19k | 343.39 | ||
Enterprise Products Partners (EPD) | 0.7 | $5.9M | 246k | 24.12 | ||
Arthur J. Gallagher & Co. (AJG) | 0.7 | $5.8M | +2% | 31k | 188.54 | |
Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.7 | $5.7M | -5% | 158k | 36.06 | |
Vanguard Index Fds Growth Etf (VUG) | 0.6 | $5.5M | 26k | 213.11 | ||
Ishares Tr Exponential Tech (XT) | 0.6 | $5.5M | -2% | 116k | 47.34 | |
Chevron Corporation (CVX) | 0.6 | $5.3M | +2% | 30k | 179.49 | |
Amphenol Corp Cl A (APH) | 0.6 | $5.3M | 69k | 76.14 | ||
Intercontinental Exchange (ICE) | 0.5 | $4.7M | 46k | 102.59 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $4.6M | NEW | 75k | 61.64 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $4.4M | 39k | 111.86 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $4.1M | -2% | 32k | 129.16 | |
Select Sector Spdr Tr Energy (XLE) | 0.5 | $4.1M | +6% | 47k | 87.47 | |
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $4.0M | -49% | 57k | 69.63 | |
Apollo Global Mgmt (APO) | 0.4 | $3.7M | 59k | 63.79 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $3.7M | 8.3k | 442.79 | ||
Cabot Oil & Gas Corporation (CTRA) | 0.4 | $3.5M | 142k | 24.57 | ||
Ishares Core Msci Emkt (IEMG) | 0.4 | $3.4M | NEW | 72k | 46.70 | |
Vertex Energy (VTNR) | 0.4 | $3.3M | 539k | 6.20 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.3M | 38k | 88.73 | ||
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $3.1M | NEW | 62k | 50.27 | |
NVIDIA Corporation (NVDA) | 0.3 | $2.9M | 20k | 146.14 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.8M | 16k | 169.64 | ||
Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.7M | 20k | 140.37 | ||
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $2.6M | -61% | 97k | 26.68 | |
Amazon (AMZN) | 0.3 | $2.5M | 29k | 84.00 | ||
Thermo Fisher Scientific (TMO) | 0.3 | $2.4M | -2% | 4.3k | 550.69 | |
Stellar Bancorp Ord (STEL) | 0.3 | $2.3M | NEW | 80k | 29.46 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $2.2M | 32k | 68.30 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.2M | 10k | 214.24 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | 5.1k | 384.18 | ||
Lockheed Martin Corporation (LMT) | 0.2 | $1.9M | 4.0k | 486.49 | ||
Quanta Services (PWR) | 0.2 | $1.9M | +2% | 13k | 142.50 | |
Us Silica Hldgs (SLCA) | 0.2 | $1.7M | 134k | 12.50 | ||
Illinois Tool Works (ITW) | 0.2 | $1.7M | 7.5k | 220.30 | ||
Dollar General (DG) | 0.2 | $1.6M | 6.4k | 246.25 | ||
Main Street Capital Corporation (MAIN) | 0.2 | $1.5M | +5% | 41k | 36.95 | |
Aptiv SHS (APTV) | 0.2 | $1.5M | 16k | 93.13 | ||
Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.2 | $1.5M | 120k | 12.30 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.5M | -3% | 33k | 44.81 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.4M | +31% | 12k | 124.44 | |
Merck & Co (MRK) | 0.2 | $1.4M | 13k | 110.95 | ||
Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | 3.9k | 347.73 | ||
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.3M | +42% | 70k | 18.93 | |
Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $1.3M | +293% | 52k | 24.69 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.3M | +20% | 64k | 20.14 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.3M | +107% | 66k | 19.00 | |
Coca-Cola Company (KO) | 0.1 | $1.2M | 19k | 63.61 | ||
Ishares Tr Expanded Tech (IGV) | 0.1 | $1.2M | -7% | 4.6k | 255.85 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $1.1M | +3% | 55k | 20.49 | |
Pepsi (PEP) | 0.1 | $1.1M | 5.9k | 180.66 | ||
Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | -87% | 14k | 74.19 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | 5.1k | 203.82 | ||
Abbvie (ABBV) | 0.1 | $1.0M | 6.4k | 161.61 | ||
ConocoPhillips (COP) | 0.1 | $1.0M | -90% | 8.6k | 118.00 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $1.0M | 17k | 57.61 | ||
Zoetis Cl A (ZTS) | 0.1 | $949k | 6.5k | 146.55 | ||
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $913k | +49% | 16k | 55.56 | |
Public Storage (PSA) | 0.1 | $881k | +8% | 3.1k | 280.19 | |
Msci (MSCI) | 0.1 | $872k | 1.9k | 465.17 | ||
Intuitive Surgical Com New (ISRG) | 0.1 | $850k | 3.2k | 265.35 | ||
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $833k | +264% | 43k | 19.61 | |
Duke Energy Corp Com New (DUK) | 0.1 | $833k | 8.1k | 102.99 | ||
Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $797k | +59% | 33k | 24.42 | |
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $790k | +58% | 33k | 24.32 | |
Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $787k | +130% | 32k | 25.03 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $771k | -15% | 37k | 20.98 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $765k | -6% | 2.2k | 351.34 | |
Marathon Oil Corporation (MRO) | 0.1 | $760k | NEW | 28k | 27.07 | |
salesforce (CRM) | 0.1 | $752k | -21% | 5.7k | 132.59 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $743k | 8.4k | 88.23 | ||
IDEX Corporation (IEX) | 0.1 | $736k | 3.2k | 228.33 | ||
Lululemon Athletica (LULU) | 0.1 | $717k | 2.2k | 320.38 | ||
Enbridge (ENB) | 0.1 | $715k | +64% | 18k | 39.10 | |
Caterpillar (CAT) | 0.1 | $677k | -10% | 2.8k | 239.57 | |
Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $669k | +25% | 29k | 23.35 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $647k | +9% | 1.9k | 336.53 | |
Pioneer Natural Resources (PXD) | 0.1 | $641k | 2.8k | 228.39 | ||
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $624k | +4% | 12k | 50.21 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $610k | -10% | 3.5k | 174.36 | |
Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $601k | +40% | 26k | 23.37 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $576k | +10% | 26k | 22.12 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $574k | 3.1k | 183.51 | ||
Nucor Corporation (NUE) | 0.1 | $556k | 4.2k | 131.81 | ||
Old Dominion Freight Line (ODFL) | 0.1 | $553k | +9% | 1.9k | 283.78 | |
SYSCO Corporation (SYY) | 0.1 | $552k | 7.2k | 76.45 | ||
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $549k | +29% | 25k | 22.11 | |
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $533k | NEW | 24k | 22.52 | |
Lowe's Companies (LOW) | 0.1 | $530k | 2.7k | 199.24 | ||
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $513k | 2.4k | 210.52 | ||
Dcp Midstream Com Ut Ltd Ptn (DCP) | 0.1 | $504k | 13k | 38.79 | ||
United Parcel Service CL B (UPS) | 0.1 | $500k | 2.9k | 173.83 | ||
Chipotle Mexican Grill (CMG) | 0.1 | $487k | 351.00 | 1387.49 | ||
Marathon Petroleum Corp (MPC) | 0.1 | $484k | 4.2k | 116.39 | ||
Marriott Intl Cl A (MAR) | 0.1 | $469k | 3.2k | 148.89 | ||
Paychex (PAYX) | 0.1 | $460k | 4.0k | 115.56 | ||
Northrop Grumman Corporation (NOC) | 0.1 | $456k | 836.00 | 545.61 | ||
Phillips 66 (PSX) | 0.1 | $456k | +6% | 4.4k | 104.07 | |
Vanguard World Fds Energy Etf (VDE) | 0.1 | $455k | 3.8k | 121.28 | ||
Humana (HUM) | 0.1 | $450k | 878.00 | 512.19 | ||
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.1 | $439k | -41% | 19k | 23.31 | |
Abbott Laboratories (ABT) | 0.0 | $422k | -6% | 3.8k | 109.79 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $420k | 6.6k | 63.90 | ||
Ishares Tr Ibonds 23 Trm Hg (IBHC) | 0.0 | $418k | NEW | 18k | 23.47 | |
Kkr & Co (KKR) | 0.0 | $411k | 8.9k | 46.42 | ||
Eli Lilly & Co. (LLY) | 0.0 | $405k | 1.1k | 365.84 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $402k | 2.8k | 141.25 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $398k | 5.9k | 67.45 | ||
World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $393k | -15% | 11k | 36.19 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $390k | 4.1k | 94.64 | ||
Lam Research Corporation (LRCX) | 0.0 | $386k | 918.00 | 420.30 | ||
Crown Castle Intl (CCI) | 0.0 | $375k | +4% | 2.8k | 135.64 | |
Tc Energy Corp (TRP) | 0.0 | $356k | 8.9k | 39.86 | ||
Williams Companies (WMB) | 0.0 | $354k | +11% | 11k | 32.90 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $351k | 9.2k | 38.07 | ||
Republic Services (RSG) | 0.0 | $347k | 2.7k | 128.99 | ||
Walt Disney Company (DIS) | 0.0 | $345k | 4.0k | 86.88 | ||
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $332k | NEW | 16k | 21.38 | |
Deere & Company (DE) | 0.0 | $327k | 762.00 | 428.76 | ||
Devon Energy Corporation (DVN) | 0.0 | $326k | 5.3k | 61.51 | ||
Medtronic SHS (MDT) | 0.0 | $318k | -8% | 4.1k | 77.72 | |
Ecolab (ECL) | 0.0 | $308k | -22% | 2.1k | 145.56 | |
Entergy Corporation (ETR) | 0.0 | $307k | +5% | 2.7k | 112.50 | |
Brookfield Corp Cl A Ltd Vt Sh | 0.0 | $307k | NEW | 9.7k | 31.46 | |
Broadridge Financial Solutions (BR) | 0.0 | $301k | 2.2k | 134.13 | ||
Independent Bank (IBTX) | 0.0 | $296k | 4.9k | 60.08 | ||
Exelon Corporation (EXC) | 0.0 | $287k | -7% | 6.6k | 43.23 | |
Kinder Morgan (KMI) | 0.0 | $286k | +8% | 16k | 18.08 | |
Lamar Advertising Cl A (LAMR) | 0.0 | $280k | +19% | 3.0k | 94.40 | |
AvalonBay Communities (AVB) | 0.0 | $277k | -11% | 1.7k | 161.52 | |
Bank of America Corporation (BAC) | 0.0 | $277k | 8.4k | 33.12 | ||
Netflix (NFLX) | 0.0 | $265k | 899.00 | 294.88 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $260k | 1.3k | 200.54 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $258k | 1.1k | 241.89 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $248k | 4.2k | 58.50 | ||
Qualcomm (QCOM) | 0.0 | $246k | -2% | 2.2k | 109.94 | |
Xcel Energy (XEL) | 0.0 | $245k | 3.5k | 70.11 | ||
Carlyle Group (CG) | 0.0 | $245k | 8.2k | 29.84 | ||
Ares Capital Corporation (ARCC) | 0.0 | $240k | 13k | 18.47 | ||
Diamondback Energy (FANG) | 0.0 | $240k | 1.8k | 136.78 | ||
Becton, Dickinson and (BDX) | 0.0 | $239k | -13% | 938.00 | 254.30 | |
Littelfuse (LFUS) | 0.0 | $238k | 1.1k | 220.20 | ||
Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $236k | NEW | 10k | 22.71 | |
American Water Works (AWK) | 0.0 | $235k | 1.5k | 152.42 | ||
Archer Daniels Midland Company (ADM) | 0.0 | $234k | 2.5k | 92.85 | ||
Ishares Silver Tr Ishares (SLV) | 0.0 | $233k | 11k | 22.02 | ||
General Mills (GIS) | 0.0 | $229k | 2.7k | 83.85 | ||
Ishares Tr Select Divid Etf (DVY) | 0.0 | $227k | 1.9k | 120.60 | ||
Spdr Ser Tr S&p Ins Etf (KIE) | 0.0 | $220k | NEW | 5.4k | 40.95 | |
Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $218k | 8.7k | 25.21 | ||
Ishares Tr Ibonds Dec (IBMM) | 0.0 | $216k | 8.4k | 25.75 | ||
Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $216k | 8.2k | 26.37 | ||
Cenovus Energy (CVE) | 0.0 | $212k | 11k | 19.41 | ||
Park National Corporation (PRK) | 0.0 | $211k | NEW | 1.5k | 140.75 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $211k | NEW | 2.2k | 96.99 | |
Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $209k | +7% | 1.9k | 111.88 | |
Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $208k | -46% | 8.6k | 24.29 | |
Constellation Energy (CEG) | 0.0 | $206k | NEW | 2.4k | 86.21 | |
Enerplus Corp (ERF) | 0.0 | $178k | 10k | 17.65 | ||
Female Health (VERU) | 0.0 | $158k | 30k | 5.28 | ||
Ford Motor Company (F) | 0.0 | $119k | -6% | 10k | 11.63 | |
Renew Energy Global *w Exp 08/21/202 (RNWWW) | 0.0 | $23k | 29k | 0.78 |
Past Filings by Segment Wealth Management
SEC 13F filings are viewable for Segment Wealth Management going back to 2012
- Segment Wealth Management 2022 Q4 filed Jan. 13, 2023
- Segment Wealth Management 2022 Q3 filed Oct. 24, 2022
- Segment Wealth Management 2022 Q2 filed July 20, 2022
- Segment Wealth Management 2022 Q1 filed April 25, 2022
- Segment Wealth Management 2021 Q4 filed Jan. 24, 2022
- Segment Wealth Management 2021 Q3 filed Oct. 19, 2021
- Segment Wealth Management 2021 Q2 filed July 20, 2021
- Segment Wealth Management 2021 Q1 filed May 10, 2021
- Segment Wealth Management 2020 Q4 filed Jan. 27, 2021
- Segment Wealth Management 2020 Q3 filed Oct. 27, 2020
- Segment Wealth Management 2020 Q2 filed July 15, 2020
- Segment Wealth Management 2020 Q1 filed April 24, 2020
- Segment Wealth Management 2019 Q4 filed Jan. 23, 2020
- Segment Wealth Management 2019 Q3 filed Oct. 22, 2019
- Segment Wealth Management 2019 Q2 filed July 29, 2019
- Segment Wealth Management 2019 Q1 filed April 30, 2019