Long-term investor
Segment Wealth Management, LLC @segmentwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001575581).
Record
- Tracked since 2025-06-30 (454 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +17.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 6.3% · long · since 2025-06-30
- BRK-B · 4.2% · long · since 2025-06-30
- GEV · 3.6% · long · since 2025-06-30
- AVGO · 3.3% · long · since 2025-06-30
- 46090E103 · 2.9% · long · since 2025-06-30
- ASML · 2.6% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- CAT · 2.3% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- 084670108 · 1.5% · long · since 2025-06-30
- WMT · 1.5% · long · since 2025-06-30