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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
45
3
5
2
1
0
39
8
4
SEGMENT WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings204

Total Value ($x1000)472,074
Activities
New30

Increased104

Unchanged35

Decreased35

Sold Out6

Top 10 Stock Holdingstotal 26.43%
BRK.A4.47

QQQ3.02

SPY2.98

BRK.B2.85

IWD2.67

 
VTI2.66

MDY2.43

VTV2.04

AAPL1.66

OEF1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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BRK.A
4.47%
CL A
QQQ
3.02%
UNIT SER 1
SPY
2.98%
TR UNIT
BRK.B
2.85%
CL B NEW
IWD
2.67%
RUS 1000 VAL ETF
VTI
2.66%
TOTAL STK MKT
MDY
2.43%
UTSER1 S&PDCRP
VTV
2.04%
VALUE ETF
AAPL
1.66%
COM
OEF
1.65%
S&P 100 ETF
MSFT
1.42%
COM
JNJ
1.41%
COM
VIG
1.39%
DIV APP ETF
MCD
1.33%
COM
ACN
1.26%
SHS CLASS A
V
1.26%
COM CL A
PFE
1.24%
COM
HD
1.23%
COM
AVGO
1.21%
COM
ADP
1.17%
COM
GRMN
1.16%
SHS
UNH
1.16%
COM
UNP
1.15%
COM
CSCO
1.14%
COM
JPM
1.13%
COM
WMT
1.12%
COM
IHI
1.11%
U.S. MED DVC ETF
MMC
1.11%
COM
MMM
1.11%
COM
AMT
1.09%
COM
IJS
1.09%
SP SMCP600VL ETF
TXN
1.09%
COM
DHR
1.07%
COM
NKE
1.06%
CL B
MO
1.05%
COM
COP
1.01%
COM
COG
1%
COM
EPD
0.99%
COM
BA
0.96%
COM
BDX
0.94%
COM
HON
0.94%
COM
SYK
0.91%
COM
CNP
0.91%
COM
XLF
0.88%
SBI INT-FINL
APD
0.87%
COM
VUG
0.86%
GROWTH ETF
EEMV
0.85%
EM MK MINVOL ETF
SCHW
0.85%
COM
XOM
0.85%
COM
TSM
0.83%
SPONSORED ADR
DEO
0.82%
SPON ADR NEW
ALL
0.8%
COM
CHXF
0.78%
CHINADIV EX FI
GS
0.76%
COM
CVX
0.71%
COM
EQIX
0.71%
COM PAR $0.001
RTN
0.7%
COM NEW
XLK
0.63%
TECHNOLOGY
LVS
0.62%
COM
XLY
0.61%
SBI CONS DISCR
SKYY
0.61%
ISE CLOUD COMP
BLK
0.58%
COM
REZ
0.57%
RESID RL EST CAP
STZ
0.57%
CL A
EXI
0.56%
GLOB INDSTRL ETF
MPC
0.54%
COM
SCHE
0.52%
EMRG MKTEQ ETF
GDXJ
0.51%
JR GOLD MINERS E
AEP
0.5%
COM
KIE
0.47%
S&P INS ETF
ITA
0.46%
U.S. AER&DEF ETF
XLV
0.45%
SBI HEALTHCARE
IWO
0.45%
RUS 2000 GRW ETF
STT
0.44%
COM
GLD
0.42%
GOLD SHS
ABTX
0.41%
COM
VLO
0.39%
COM
AMZN
0.39%
COM
IWF
0.38%
RUS 1000 GRW ETF
PYPL
0.37%
COM
IJK
0.37%
S&P MC 400GR ETF
CAT
0.36%
COM
MMP
0.33%
COM UNIT RP LP
MRK
0.31%
COM
EFA
0.3%
MSCI EAFE ETF
PB
0.27%
COM
KO
0.26%
COM
MTSI
0.25%
COM
APO
0.25%
CL A SHS
PG
0.24%
COM
LMT
0.23%
COM
APTV
0.22%
SHS
IJJ
0.22%
S&P MC 400VL ETF
NFLX
0.22%
COM
BSJK
0.21%
BULSHS 2020 HY
GOOG
0.21%
CAP STK CL C
SCHB
0.21%
US BRD MKT ETF
PWR
0.2%
COM
BSJM
0.2%
BULSHS 2022 HY
PEP
0.2%
COM
IWM
0.19%
RUSSELL 2000 ETF
NEE
0.19%
COM
IVV
0.19%
CORE S&P500 ETF
XSOE
0.18%
EM EX ST-OWNED
SPGI
0.18%
COM
BSJL
0.17%
BULSHS 2021 HY
OKE
0.17%
COM
PAA
0.17%
UNIT LTD PARTN
CONE
0.16%
COM
DUK
0.15%
COM NEW
ITW
0.15%
COM
BSJN
0.15%
BULSHS 2023 HY
FB
0.15%
CL A
VEA
0.14%
FTSE DEV MKT ETF
FPE
0.14%
PFD SECS INC ETF
VO
0.13%
MID CAP ETF
NVDA
0.13%
COM
EOG
0.12%
COM
PSX
0.12%
COM
TWTR
0.12%
COM
PSA
0.12%
COM
HR
0.12%
COM
SYY
0.12%
COM
BSJO
0.11%
BULSHS 2024 HY
DG
0.11%
COM
ABBV
0.11%
COM
MAIN
0.11%
COM
VOO
0.1%
SHS
IEX
0.1%
COM
ENB
0.1%
COM
DWDP
0.1%
COM
TCP
0.1%
UT COM LTD PRT
PRK
0.09%
COM
T
0.09%
COM
MINT
0.09%
ENHAN SHRT MAT
DIS
0.09%
COM DISNEY
LAMR
0.09%
CL A
BABA
0.08%
SPONSORED ADS
XLU
0.08%
SBI INT-UTILS
IWB
0.08%
RUS 1000 ETF
KKR
0.08%
CL A
BAC
0.08%
COM
MDT
0.08%
SHS
INTC
0.08%
COM
BX
0.08%
COM UNIT LTD
GOOGL
0.07%
CAP STK CL A
MA
0.07%
CL A
IWR
0.07%
RUS MID-CAP ETF
PM
0.07%
COM
PAGP
0.07%
LTD PARTNR INT A
ARCC
0.07%
COM
SCHA
0.07%
US SML CAP ETF
CRM
0.07%
COM
EXC
0.07%
COM
AVB
0.07%
COM
UPS
0.07%
CL B
BAM
0.06%
CL A LTD VT SH
DPZ
0.06%
COM
RSP
0.06%
S&P500 EQL WGT
CPT
0.06%
SH BEN INT
CTSH
0.06%
CL A
TMO
0.06%
COM
ASML
0.06%
N Y REGISTRY SHS
SCHV
0.06%
US LCAP VA ETF
SCHG
0.06%
US LCAP GR ETF
LEG
0.06%
COM
ZTS
0.06%
CL A
VNQ
0.06%
REIT ETF
BSCO
0.06%
BULSHS 2024 CB
IJH
0.06%
CORE S&P MCP ETF
ECL
0.06%
COM
NOC
0.06%
COM
BSCN
0.05%
BULSHS 2023 CB
NUE
0.05%
COM
MSCI
0.05%
COM
SRLN
0.05%
BLKSTN GSOSRLN
SPLV
0.05%
S&P500 LOW VOL
FTSL
0.05%
SENIOR LN FD
IBDO
0.05%
IBND DEC23 ETF
HUM
0.05%
COM
ETR
0.05%
COM
IBTX
0.05%
COM
BR
0.05%
COM
VBK
0.05%
SML CP GRW ETF
IBDQ
0.05%
IBND DEC25 ETF
BSCL
0.05%
BULSHS 2021 CB
UTX
0.05%
COM
SCHD
0.05%
US DIVIDEND EQ
CCI
0.05%
COM
SCHM
0.05%
US MID-CAP ETF
WM
0.05%
COM
SDY
0.05%
S&P DIVID ETF
LUV
0.05%
COM
VB
0.04%
SMALL CP ETF
BSCM
0.04%
BULSHS 2022 CB
IBDN
0.04%
IBND DEC22 ETF
NTAP
0.04%
COM
VDE
0.04%
ENERGY ETF
VZ
0.04%
COM
VTNR
0.04%
COM
AMLP
0.03%
ALERIAN MLP
USDP
0.03%
COM UT REP LTD
VVR
0.01%
COM
AMR
< 0.01%
CL A
FXU
0.65%
UTILITIES ALPH
MOO
0.56%
AGRIBUSINESS ETF
IHF
0.53%
US HLTHCR PR ETF
BSJJ
0.13%
BULSHS 2019 HY
KRE
0.06%
S&P REGL BKG
BOND
0.05%
TOTL RETN ETF