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, AAPL, and represent 20.77% of Segment Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHW (+$10M), MSI (+$9.7M), KRE (+$5.6M), EWW, MTSI, APA, XT, PLTR, PSTG, GNRC.
- Started 12 new stock positions in MUSA, CEG, APA, SHW, PLTR, AMD, MSI, PSTG, MTSI, ORCL. EWW, KRE.
- Reduced shares in these 10 stocks: ICE, VTI, WM, BRK.B, , MSFT, MRK, ACN, USFR, AVGO.
- Sold out of its positions in AWK, ADM, AVB, BAC, Dcp Midstream Partners, IBTX, INTC, PGR, QCOM.
- Segment Wealth Management was a net buyer of stock by $27M.
- Segment Wealth Management has $973M in assets under management (AUM), dropping by 10.00%.
- Central Index Key (CIK): 0001575581
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Portfolio Holdings for Segment Wealth Management
Segment Wealth Management holds 212 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.9 | $58M | 262k | 220.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.7 | $46M | 135k | 341.00 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.7 | $36M | 70.00 | 517810.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $33M | 90k | 369.42 |
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| Apple (AAPL) | 3.0 | $29M | 149k | 193.97 |
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| Broadcom (AVGO) | 2.3 | $22M | 26k | 867.44 |
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| Microsoft Corporation (MSFT) | 2.2 | $21M | -2% | 62k | 340.54 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $16M | 22k | 724.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $15M | 34k | 443.28 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $15M | 215k | 67.50 |
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| Stryker Corporation (SYK) | 1.4 | $14M | -2% | 46k | 305.09 |
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| Marsh & McLennan Companies (MMC) | 1.4 | $14M | -2% | 72k | 188.08 |
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| McDonald's Corporation (MCD) | 1.4 | $13M | -2% | 45k | 298.41 |
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| Visa Com Cl A (V) | 1.4 | $13M | 55k | 237.48 |
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| UnitedHealth (UNH) | 1.3 | $13M | 27k | 480.65 |
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| Home Depot (HD) | 1.3 | $13M | 41k | 310.64 |
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| Intuit (INTU) | 1.3 | $13M | 27k | 458.18 |
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| Wal-Mart Stores (WMT) | 1.3 | $12M | 79k | 157.18 |
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| McKesson Corporation (MCK) | 1.3 | $12M | -2% | 29k | 427.32 |
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| Cintas Corporation (CTAS) | 1.2 | $12M | 24k | 497.08 |
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| Nextera Energy (NEE) | 1.2 | $12M | 160k | 74.20 |
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| Texas Instruments Incorporated (TXN) | 1.2 | $12M | 66k | 180.02 |
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| Waste Management (WM) | 1.2 | $12M | -4% | 68k | 173.42 |
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| Danaher Corporation (DHR) | 1.2 | $12M | 49k | 240.00 |
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| Novo-nordisk A S Adr (NVO) | 1.2 | $12M | 72k | 161.83 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $12M | 78k | 148.83 |
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| Air Products & Chemicals (APD) | 1.2 | $12M | 39k | 299.53 |
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| Automatic Data Processing (ADP) | 1.2 | $12M | 52k | 219.79 |
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| Johnson & Johnson (JNJ) | 1.2 | $11M | 69k | 165.52 |
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| EOG Resources (EOG) | 1.2 | $11M | 99k | 114.44 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $11M | -3% | 36k | 308.58 |
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| Honeywell International (HON) | 1.1 | $11M | -2% | 53k | 207.50 |
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| Procter & Gamble Company (PG) | 1.1 | $11M | -2% | 71k | 151.74 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $11M | -2% | 108k | 97.96 |
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| Garmin SHS (GRMN) | 1.1 | $10M | 99k | 104.29 |
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| Costco Wholesale Corporation (COST) | 1.1 | $10M | 19k | 538.37 |
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| Sherwin-Williams Company (SHW) | 1.0 | $10M | NEW | 38k | 265.52 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $9.9M | -2% | 61k | 162.43 |
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| Nike CL B (NKE) | 1.0 | $9.8M | 89k | 110.37 |
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| Motorola Solutions Com New (MSI) | 1.0 | $9.7M | NEW | 33k | 293.28 |
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| Union Pacific Corporation (UNP) | 1.0 | $9.6M | 47k | 204.62 |
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| S&p Global (SPGI) | 0.9 | $9.2M | 23k | 400.89 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.9 | $8.9M | 25k | 349.73 |
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| NVIDIA Corporation (NVDA) | 0.9 | $8.5M | 20k | 423.02 |
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| American Tower Reit (AMT) | 0.9 | $8.4M | 43k | 193.94 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $8.3M | 53k | 157.83 |
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| Arthur J. Gallagher & Co. (AJG) | 0.8 | $8.3M | 38k | 219.57 |
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| Carrier Global Corporation (CARR) | 0.8 | $8.2M | 166k | 49.71 |
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| Allstate Corporation (ALL) | 0.8 | $8.2M | 76k | 109.04 |
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| Prologis (PLD) | 0.8 | $8.0M | 65k | 122.63 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $7.8M | -2% | 38k | 207.06 |
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| Roper Industries (ROP) | 0.8 | $7.7M | 16k | 480.81 |
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| Ishares Tr Exponential Tech (XT) | 0.8 | $7.5M | +18% | 134k | 55.60 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $7.4M | +3% | 69k | 107.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $7.4M | 26k | 282.96 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.7 | $6.8M | 155k | 43.66 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $6.7M | -2% | 119k | 56.46 |
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| Lpl Financial Holdings (LPLA) | 0.7 | $6.5M | 30k | 217.43 |
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| Enterprise Products Partners (EPD) | 0.7 | $6.5M | 247k | 26.35 |
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| Goldman Sachs (GS) | 0.6 | $6.0M | 19k | 322.53 |
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| Amphenol Corp Cl A (APH) | 0.6 | $5.9M | 69k | 84.95 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $5.6M | NEW | 137k | 40.83 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $5.3M | 31k | 169.81 |
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| Intercontinental Exchange (ICE) | 0.5 | $4.7M | -13% | 41k | 113.08 |
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| Chevron Corporation (CVX) | 0.5 | $4.6M | +3% | 29k | 157.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.6M | 38k | 120.97 |
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| Apollo Global Mgmt (APO) | 0.5 | $4.5M | 58k | 76.81 |
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| Ishares Msci Mexico Etf (EWW) | 0.5 | $4.4M | NEW | 70k | 62.18 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.4 | $4.3M | -3% | 37k | 116.67 |
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| M/a (MTSI) | 0.4 | $4.3M | NEW | 65k | 65.53 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $4.0M | 8.3k | 478.91 |
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| Amazon (AMZN) | 0.4 | $3.9M | +2% | 30k | 130.36 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.7M | -2% | 75k | 49.29 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $3.6M | 142k | 25.30 |
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| Vertex Energy (VTNR) | 0.3 | $3.4M | 539k | 6.25 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $3.1M | 109k | 27.95 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $2.9M | -11% | 58k | 50.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.9M | 16k | 178.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.8M | 20k | 142.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.8M | 10k | 275.18 |
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| Quanta Services (PWR) | 0.3 | $2.7M | +2% | 14k | 196.45 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $2.4M | 32k | 75.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.3M | 5.1k | 445.73 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.2M | 4.2k | 521.76 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.0M | 11k | 173.86 |
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| Illinois Tool Works (ITW) | 0.2 | $1.9M | +3% | 7.8k | 250.15 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | -11% | 13k | 145.44 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | 4.0k | 460.38 |
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| Stellar Bancorp Ord (STEL) | 0.2 | $1.8M | 80k | 22.89 |
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| Apa Corporation (APA) | 0.2 | $1.7M | NEW | 50k | 34.17 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.7M | 33k | 51.70 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $1.7M | 42k | 40.03 |
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| Aptiv SHS (APTV) | 0.2 | $1.7M | +2% | 16k | 102.09 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $1.6M | +3% | 4.8k | 345.91 |
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| Us Silica Hldgs (SLCA) | 0.2 | $1.6M | 134k | 12.13 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | 3.8k | 393.30 |
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| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.1 | $1.3M | +14% | 122k | 10.60 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | +2% | 4.9k | 261.77 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.3M | 67k | 18.95 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.3M | 66k | 19.03 |
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| Generac Holdings (GNRC) | 0.1 | $1.2M | +24% | 8.2k | 149.13 |
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| salesforce (CRM) | 0.1 | $1.2M | 5.7k | 211.26 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.2M | -4% | 59k | 20.13 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.2M | +4% | 6.8k | 172.21 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | +5% | 3.4k | 341.94 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | -2% | 12k | 92.97 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | 5.2k | 220.18 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 19k | 60.22 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | NEW | 72k | 15.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.1M | +8% | 9.2k | 119.70 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.1M | 15k | 74.95 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $1.1M | -6% | 14k | 75.94 |
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| Pepsi (PEP) | 0.1 | $1.1M | 5.8k | 185.22 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.0M | 14k | 75.09 |
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| Dollar General (DG) | 0.1 | $1.0M | -4% | 6.0k | 169.78 |
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| Merck & Co (MRK) | 0.1 | $1.0M | -31% | 8.7k | 115.39 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $1.0M | -6% | 49k | 20.57 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $981k | 40k | 24.38 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $969k | +3% | 2.0k | 488.99 |
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| Msci (MSCI) | 0.1 | $916k | +6% | 2.0k | 469.29 |
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| Public Storage (PSA) | 0.1 | $893k | 3.1k | 291.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $887k | -4% | 2.2k | 407.28 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $879k | +2% | 38k | 23.47 |
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| Lululemon Athletica (LULU) | 0.1 | $874k | +5% | 2.3k | 378.50 |
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| ConocoPhillips (COP) | 0.1 | $863k | +9% | 8.3k | 103.61 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $839k | 43k | 19.75 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $811k | +2% | 35k | 23.48 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $789k | +9% | 2.1k | 369.75 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $776k | -3% | 32k | 24.62 |
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| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $766k | 30k | 25.29 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $750k | 12k | 62.32 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $708k | 7.9k | 89.74 |
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| IDEX Corporation (IEX) | 0.1 | $693k | 3.2k | 215.26 |
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| Nucor Corporation (NUE) | 0.1 | $692k | 4.2k | 163.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $656k | 3.5k | 187.27 |
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| Netflix (NFLX) | 0.1 | $654k | 1.5k | 440.49 |
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| Enbridge (ENB) | 0.1 | $641k | 17k | 37.15 |
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| Abbvie (ABBV) | 0.1 | $630k | -26% | 4.7k | 134.73 |
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| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $626k | -7% | 30k | 21.17 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $624k | 3.1k | 198.91 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $624k | -4% | 27k | 22.80 |
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| Lam Research Corporation (LRCX) | 0.1 | $611k | +3% | 951.00 | 642.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $594k | 2.4k | 243.74 |
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| Pioneer Natural Resources (PXD) | 0.1 | $589k | +28% | 2.8k | 207.18 |
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| Pure Storage Cl A (PSTG) | 0.1 | $582k | NEW | 16k | 36.82 |
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| Eli Lilly & Co. (LLY) | 0.1 | $569k | +9% | 1.2k | 468.98 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $550k | +13% | 4.7k | 116.60 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $549k | -7% | 24k | 22.55 |
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| Lowe's Companies (LOW) | 0.1 | $547k | +2% | 2.4k | 225.70 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $544k | -7% | 24k | 22.48 |
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| Caterpillar (CAT) | 0.1 | $536k | 2.2k | 246.01 |
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| United Parcel Service CL B (UPS) | 0.1 | $517k | 2.9k | 179.27 |
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| Kkr & Co (KKR) | 0.1 | $496k | 8.9k | 56.00 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $448k | +12% | 18k | 24.50 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $431k | 5.9k | 73.03 |
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| Paychex (PAYX) | 0.0 | $430k | -3% | 3.8k | 111.87 |
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| SYSCO Corporation (SYY) | 0.0 | $429k | -20% | 5.8k | 74.20 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $426k | 2.8k | 149.64 |
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| Ishares Tr Ibonds 23 Trm Hg (IBHC) | 0.0 | $421k | 18k | 23.63 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $412k | 6.6k | 62.81 |
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| Humana (HUM) | 0.0 | $393k | 878.00 | 447.13 |
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| Republic Services (RSG) | 0.0 | $391k | 2.6k | 153.17 |
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| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.0 | $383k | -4% | 16k | 23.51 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $381k | 836.00 | 455.80 |
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| Broadridge Financial Solutions (BR) | 0.0 | $372k | 2.2k | 165.63 |
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| Phillips 66 (PSX) | 0.0 | $369k | 3.9k | 95.37 |
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| Tc Energy Corp (TRP) | 0.0 | $362k | 9.0k | 40.41 |
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| Abbott Laboratories (ABT) | 0.0 | $362k | +2% | 3.3k | 109.01 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $362k | -12% | 9.5k | 38.09 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $361k | 9.2k | 39.21 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $355k | -3% | 16k | 21.64 |
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| Walt Disney Company (DIS) | 0.0 | $351k | 3.9k | 89.27 |
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| Ecolab (ECL) | 0.0 | $348k | -3% | 1.9k | 186.69 |
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| Medtronic SHS (MDT) | 0.0 | $347k | -3% | 3.9k | 88.10 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $329k | 8.0k | 41.00 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $328k | 9.7k | 33.65 |
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| Marriott Intl Cl A (MAR) | 0.0 | $322k | -44% | 1.8k | 183.69 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $319k | -22% | 3.2k | 99.65 |
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| Devon Energy Corporation (DVN) | 0.0 | $317k | +23% | 6.6k | 48.34 |
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| Deere & Company (DE) | 0.0 | $316k | +2% | 780.00 | 405.19 |
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| Littelfuse (LFUS) | 0.0 | $315k | 1.1k | 291.31 |
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| Williams Companies (WMB) | 0.0 | $309k | -12% | 9.5k | 32.63 |
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| Crown Castle Intl (CCI) | 0.0 | $307k | 2.7k | 113.94 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $304k | +2% | 1.3k | 229.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $298k | 4.2k | 70.48 |
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| Diamondback Energy (FANG) | 0.0 | $287k | +24% | 2.2k | 131.36 |
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| Meta Platforms Cl A (META) | 0.0 | $287k | 1.0k | 286.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $279k | 1.1k | 261.48 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $276k | 2.8k | 99.25 |
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| Carlyle Group (CG) | 0.0 | $262k | 8.2k | 31.95 |
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| Entergy Corporation (ETR) | 0.0 | $254k | 2.6k | 97.37 |
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| Exelon Corporation (EXC) | 0.0 | $252k | 6.2k | 40.74 |
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| Becton, Dickinson and (BDX) | 0.0 | $248k | 938.00 | 264.01 |
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| Ares Capital Corporation (ARCC) | 0.0 | $244k | 13k | 18.79 |
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| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $240k | 10k | 23.08 |
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| Advanced Micro Devices (AMD) | 0.0 | $224k | NEW | 2.0k | 113.91 |
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| Kinder Morgan (KMI) | 0.0 | $223k | -18% | 13k | 17.22 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $221k | 11k | 20.89 |
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| Spdr Ser Tr S&p Ins Etf (KIE) | 0.0 | $220k | 5.4k | 40.88 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $217k | 2.2k | 97.95 |
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| Murphy Usa (MUSA) | 0.0 | $216k | NEW | 693.00 | 311.11 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $213k | 1.9k | 113.30 |
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| General Mills (GIS) | 0.0 | $210k | 2.7k | 76.70 |
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| Oracle Corporation (ORCL) | 0.0 | $209k | NEW | 1.8k | 119.11 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $207k | 6.2k | 33.20 |
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| Constellation Energy (CEG) | 0.0 | $205k | NEW | 2.2k | 91.55 |
|
| Xcel Energy (XEL) | 0.0 | $201k | 3.2k | 62.17 |
|
|
| Ford Motor Company (F) | 0.0 | $158k | +2% | 11k | 15.13 |
|
| Enerplus Corp (ERF) | 0.0 | $146k | 10k | 14.47 |
|
|
| Female Health (VERU) | 0.0 | $48k | +33% | 40k | 1.19 |
|
| Renew Energy Global *w Exp 08/21/202 (RNWWW) | 0.0 | $23k | 29k | 0.80 |
|
|
| United States Antimony (UAMY) | 0.0 | $8.0k | 25k | 0.31 |
|
Past Filings by Segment Wealth Management
SEC 13F filings are viewable for Segment Wealth Management going back to 2012
- Segment Wealth Management 2023 Q2 restated filed Aug. 22, 2023
- Segment Wealth Management 2023 Q2 filed July 21, 2023
- Segment Wealth Management 2023 Q1 filed April 20, 2023
- 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