Segment Wealth Management, LLC
Q2 2025 13F Holdings
Location
Houston, TX
Holdings as of
6/30/2025
Value
$1.58B
Value excl. options
$1.58B
Num holdings
286
Date filed
7/21/2025
Form type
13F-HR
Prev filing
4/21/2025
Next filing
10/20/2025
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type