Segment Wealth Management, LLC
Top Portfolio Positions
209 positions ·
$1,253,300,809 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GEV |
GE Vernova Inc.
Industrials
|
61,249 | $53,464,252 | 4.27% |
| AVGO |
Broadcom Inc.
Technology
|
172,365 | $53,348,691 | 4.26% |
| QQQ |
Invesco Qqq Trust, Series 1
|
75,837 | $43,771,599 | 3.49% |
| NVDA |
Nvidia Corp
Technology
|
241,532 | $42,123,180 | 3.36% |
| AAPL |
Apple Inc.
Technology
|
151,792 | $38,523,291 | 3.07% |
| XOM |
Exxon Mobil Corp
Energy
|
204,237 | $34,650,849 | 2.76% |
| ASML |
Asml Holding Nv
Technology
|
25,382 | $33,525,307 | 2.67% |
| WMT |
Walmart Inc.
Consumer Defensive
|
253,183 | $31,465,583 | 2.51% |
| CAT |
Caterpillar Inc
Industrials
|
41,290 | $29,252,313 | 2.33% |
| MSFT |
Microsoft Corp
Technology
|
72,205 | $26,728,124 | 2.13% |
Holdings in SPGI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,833,952 | 53,684 | Shares | Sole | 2026-04-20 | |
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