Segment Wealth Management, LLC

Q4 2020 13F Detailed Holdings

Location
Houston, TX
Holdings as of
12/31/2020
Value ($000)
$692,702
Num holdings
208
Date filed
1/27/2021
Form type
13F-HR
Prev filing
10/27/2020
Next filing
5/10/2021
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 JPMorgan Chase Bank, N.A. 028-00123
2 RAYMOND JAMES & ASSOCIATES 028-04393
3 GOLDMAN SACHS & CO. LLC 028-00687
4 RBC CMA LLC 028-11273
5 J.P. Morgan Securities LLC 028-11925