Segment Wealth Management, LLC

Q1 2025 13F Holdings

Location
Houston, TX
Holdings as of
3/31/2025
Value
$1.48B
Value excl. options
$1.48B
Num holdings
282
Date filed
4/21/2025
Form type
13F-HR
Prev filing
1/16/2025
Next filing
7/21/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type