Segment Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$1.47B
Signature - Title
Gwen Wilmeth - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Segment Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Segment Wealth Management, LLC reported 262 stock holdings with total value $1.47B as of Q4 2024. Top holdings included VTI, BRKB, BRKA, AVGO, and SPGI.
Holdings Value