Segment Wealth Management, LLC Q2 2024 Filing

Filed July 23, 2024

Portfolio Value

$1.4T

Holdings

259

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (259 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
297,367$79.5B5.87%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
146,182$59.5B4.39%
3
SPGIS&P GLOBAL INC
109,363$48.8B3.60%
4
BRK-BBERKSHIRE HATHAWAY INC DEL
71$43.5B3.21%
5
NDQINVESCO QQQ TR
83,579$40.0B2.95%
6
AVGOBROADCOM INC
23,363$37.5B2.77%
7
AAPLAPPLE INC
149,094$31.4B2.32%
8
MSFTMICROSOFT CORP
68,872$30.8B2.27%
9
ASMLASML HOLDING N V
24,283$24.8B1.83%
10
NVONOVO-NORDISK A S
148,689$21.2B1.57%
11
XOMEXXON MOBIL CORP
180,779$20.8B1.54%
12
NVDANVIDIA CORPORATION
167,107$20.6B1.52%
13
INTUINTUIT
30,648$20.1B1.49%
14
SPYSPDR S&P 500 ETF TR
35,141$19.1B1.41%
15
MCKMCKESSON CORP
31,195$18.2B1.34%
16
COSTCOSTCO WHSL CORP NEW
21,289$18.1B1.33%
17
CITCINTAS CORP
25,750$18.0B1.33%
18
WMTWALMART INC
261,754$17.7B1.31%
19
GRMNGARMIN LTD
108,059$17.6B1.30%
20
SYKSTRYKER CORPORATION
51,427$17.5B1.29%
21
VVISA INC
64,179$16.8B1.24%
22
MRSHMARSH & MCLENNAN COS INC
78,919$16.6B1.23%
23
HDHOME DEPOT INC
46,774$16.1B1.19%
24
UNHUNITEDHEALTH GROUP INC
30,160$15.4B1.13%
25
DHRDANAHER CORPORATION
60,145$15.0B1.11%
26
MSIMOTOROLA SOLUTIONS INC
38,561$14.9B1.10%
27
TXNTEXAS INSTRS INC
76,288$14.8B1.09%
28
EOGEOG RES INC
115,026$14.5B1.07%
29
USMCPRINCIPAL EXCHANGE TRADED FD
264,437$14.3B1.06%
30
PHPARKER-HANNIFIN CORP
28,292$14.3B1.06%
31
XLGINVESCO EXCHANGE TRADED FD T
309,825$14.2B1.05%
32
FANGDIAMONDBACK ENERGY INC
70,212$14.1B1.04%
33
ALSALLSTATE CORP
87,936$14.0B1.04%
34
ADPAUTOMATIC DATA PROCESSING IN
58,125$13.9B1.02%
35
MARMARRIOTT INTL INC NEW
57,287$13.9B1.02%
36
CATCATERPILLAR INC
39,967$13.3B0.98%
37
SHWSHERWIN WILLIAMS CO
44,322$13.2B0.98%
38
MCDMCDONALDS CORP
51,607$13.2B0.97%
39
VXFVANGUARD INDEX FDS
77,847$13.1B0.97%
40
LINLINDE PLC
29,673$13.0B0.96%
41
ACNACCENTURE PLC IRELAND
42,827$13.0B0.96%
42
ZTSZOETIS INC
73,726$12.8B0.94%
43
UNPUNION PAC CORP
54,957$12.4B0.92%
44
METAMETA PLATFORMS INC
24,250$12.2B0.90%
45
GEVGE VERNOVA INC
70,816$12.1B0.90%
46
TJXTJX COS INC NEW
106,027$11.7B0.86%
47
CARRCARRIER GLOBAL CORPORATION
184,090$11.6B0.86%
48
VIGVANGUARD SPECIALIZED FUNDS
61,896$11.3B0.83%
49
AJGGALLAGHER ARTHUR J & CO
42,889$11.1B0.82%
50
IMTMISHARES TR
269,851$10.4B0.77%
51
ROPROPER TECHNOLOGIES INC
18,450$10.4B0.77%
52
APHAMPHENOL CORP NEW
150,944$10.2B0.75%
53
VUGVANGUARD INDEX FDS
25,926$9.7B0.72%
54
OEFISHARES TR
35,418$9.4B0.69%
55
GSGOLDMAN SACHS GROUP INC
20,424$9.2B0.68%
56
NKENIKE INC
117,727$8.9B0.65%
57
LPLALPL FINL HLDGS INC
30,832$8.6B0.64%
58
IWDISHARES TR
47,319$8.3B0.61%
59
XTISHARES TR
129,995$7.6B0.56%
60
GOOGALPHABET INC
41,534$7.6B0.56%
61
EPDENTERPRISE PRODS PARTNERS L
244,795$7.1B0.52%
62
ICEINTERCONTINENTAL EXCHANGE IN
49,043$6.7B0.50%
63
APOAPOLLO GLOBAL MGMT INC
54,528$6.4B0.47%
64
AMZNAMAZON COM INC
32,689$6.3B0.47%
65
IHIISHARES TR
104,357$5.8B0.43%
66
XLYSELECT SECTOR SPDR TR
30,277$5.5B0.41%
67
XLESELECT SECTOR SPDR TR
56,535$5.2B0.38%
68
AQLTISHARES TR
70,445$5.1B0.38%
69
PWRQUANTA SVCS INC
18,962$4.8B0.36%
70
CVXCHEVRON CORP NEW
28,572$4.5B0.33%
71
MDYSPDR S&P MIDCAP 400 ETF TR
7,561$4.0B0.30%
72
IEMGISHARES INC
75,005$4.0B0.30%
73
IWFISHARES TR
10,534$3.8B0.28%
74
GQ9SPDR GOLD TR
17,539$3.8B0.28%
75
XSOEWISDOMTREE TR
119,284$3.7B0.27%
76
GOOGLALPHABET INC
19,999$3.6B0.27%
77
CTRACOTERRA ENERGY INC
133,708$3.6B0.26%
78
TMOTHERMO FISHER SCIENTIFIC INC
5,813$3.2B0.24%
79
MTSIMACOM TECH SOLUTIONS HLDGS I
28,419$3.2B0.23%
80
VTVVANGUARD INDEX FDS
19,590$3.1B0.23%
81
JPMJPMORGAN CHASE & CO.
15,361$3.1B0.23%
82
IVVISHARES TR
5,255$2.9B0.21%
83
IJKISHARES TR
31,700$2.8B0.21%
84
XLKSELECT SECTOR SPDR TR
12,295$2.8B0.21%
85
MAMASTERCARD INCORPORATED
5,809$2.6B0.19%
86
ANETEURARISTA NETWORKS INC
6,674$2.3B0.17%
87
CRMSALESFORCE INC
8,942$2.3B0.17%
88
ISRGINTUITIVE SURGICAL INC
5,093$2.3B0.17%
89
CRWDCROWDSTRIKE HLDGS INC
5,908$2.3B0.17%
90
PGPROCTER AND GAMBLE CO
13,484$2.2B0.16%
91
LRCXEURLAM RESEARCH CORP
2,051$2.2B0.16%
92
MAINMAIN STR CAP CORP
43,225$2.2B0.16%
93
USFRWISDOMTREE TR
42,890$2.2B0.16%
94
MRKMERCK & CO INC
17,129$2.1B0.16%
95
VRTXVERTEX PHARMACEUTICALS INC
4,505$2.1B0.16%
96
SCHBSCHWAB STRATEGIC TR
33,193$2.1B0.15%
97
SLCAU S SILICA HLDGS INC
134,050$2.1B0.15%
98
AMDADVANCED MICRO DEVICES INC
12,331$2.0B0.15%
99
IGVISHARES TR
22,758$2.0B0.15%
100
SNPSSYNOPSYS INC
3,245$1.9B0.14%
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