Segment Wealth Management, LLC
CIK Number: 0001575581
1.47B
Market Value
242
# of Holdings
18 months
Avg. Holding Period
46.69%
Win Rate
28.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total ... | 287.38 | +1.15% | 308.4K | +1.09% | 89.38M | 168.55 | 6.09% | |
| 2 | Berkshire Hatha... | 498.82 | +0.60% | 151.54K | +1.02% | 68.69M | 240.7 | 4.68% | |
| 3 | Berkshire Hatha... | 748019.06 | +0.70% | 71 | 0.00% | 48.35M | 260042.68 | 3.30% | |
| 4 | Broadcom Inc. | 191.44 | +2.11% | 203.34K | -2.4% | 47.14M | 29.83 | 3.21% | |
| 5 | S&P Global Inc. | 523.29 | +1.25% | 89.49K | -5.23% | 44.57M | 397.8 | 3.04% |
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