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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
42
3
5
1
0
0
36
7
4
SEGMENT WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings180

Total Value ($x1000)396,409
Activities
New12

Increased73

Unchanged27

Decreased68

Sold Out49

Top 10 Stock Holdingstotal 28.52%
BRK.A5.4

SPY3.48

BRK.B3.2

IWD3.04

QQQ2.96

 
VTI2.82

MDY2.44

VTV1.84

OEF1.7

VIG1.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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BRK.A
5.4%
CL A
SPY
3.48%
TR UNIT
BRK.B
3.2%
CL B NEW
IWD
3.04%
RUS 1000 VAL ETF
QQQ
2.96%
UNIT SER 1
VTI
2.82%
TOTAL STK MKT
MDY
2.44%
UTSER1 S&PDCRP
VTV
1.84%
VALUE ETF
OEF
1.7%
S&P 100 ETF
VIG
1.64%
DIV APP ETF
AAPL
1.61%
COM
JNJ
1.5%
COM
MCD
1.45%
COM
PFE
1.43%
COM
MSFT
1.42%
COM
UNH
1.36%
COM
HD
1.27%
COM
WMT
1.26%
COM
JPM
1.25%
COM
V
1.24%
COM CL A
MMM
1.2%
COM
AVGO
1.18%
COM
ACN
1.18%
SHS CLASS A
UNP
1.13%
COM
TXN
1.13%
COM
ADP
1.13%
COM
IJS
1.12%
SP SMCP600VL ETF
MMC
1.11%
COM
NKE
1.11%
CL B
COP
1.11%
COM
CSCO
1.09%
COM
KIE
1.07%
S&P INS ETF
COG
1.02%
COM
AMT
1.02%
COM
GRMN
1.01%
SHS
MO
1.01%
COM
DHR
0.98%
COM
CNP
0.97%
COM
SCHW
0.96%
COM
EPD
0.96%
COM
EEMV
0.96%
EM MK MINVOL ETF
XLF
0.94%
SBI INT-FINL
HON
0.89%
COM
VUG
0.88%
GROWTH ETF
TSM
0.87%
SPONSORED ADR
SYK
0.84%
COM
APD
0.83%
COM
DEO
0.83%
SPON ADR NEW
ALL
0.82%
COM
XOM
0.81%
COM
CVX
0.74%
COM
GS
0.73%
COM
RTN
0.69%
COM NEW
FXU
0.65%
UTILITIES ALPH
XLK
0.61%
TECHNOLOGY
XLY
0.61%
SBI CONS DISCR
BLK
0.61%
COM
BA
0.6%
COM
REZ
0.59%
RESID RL EST CAP
EQIX
0.59%
COM PAR $0.001
MPC
0.56%
COM
LVS
0.56%
COM
MOO
0.56%
AGRIBUSINESS ETF
STZ
0.55%
CL A
IHI
0.55%
U.S. MED DVC ETF
IHF
0.53%
US HLTHCR PR ETF
AEP
0.52%
COM
SCHE
0.52%
EMRG MKTEQ ETF
GLD
0.5%
GOLD SHS
STT
0.49%
COM
XLV
0.49%
SBI HEALTHCARE
ITA
0.45%
U.S. AER&DEF ETF
IWO
0.44%
RUS 2000 GRW ETF
IWF
0.4%
RUS 1000 GRW ETF
CAT
0.4%
COM
EFA
0.39%
MSCI EAFE ETF
AMZN
0.39%
COM
VLO
0.39%
COM
IJK
0.38%
S&P MC 400GR ETF
PYPL
0.37%
COM
MMP
0.37%
COM UNIT RP LP
MRK
0.32%
COM
PB
0.29%
COM
APO
0.28%
CL A SHS
MTSI
0.26%
COM
KO
0.24%
COM
LMT
0.24%
COM
IJJ
0.23%
S&P MC 400VL ETF
GOOG
0.23%
CAP STK CL C
BSJK
0.22%
BULSHS 2020 HY
IWM
0.21%
RUSSELL 2000 ETF
APTV
0.2%
SHS
PEP
0.2%
COM
IVV
0.2%
CORE S&P500 ETF
PWR
0.19%
COM
SCHB
0.19%
US BRD MKT ETF
PG
0.18%
COM
CONE
0.18%
COM
NEE
0.18%
COM
VEA
0.17%
FTSE DEV MKT ETF
PAA
0.16%
UNIT LTD PARTN
SPGI
0.16%
COM
DUK
0.16%
COM NEW
ITW
0.16%
COM
FPE
0.16%
PFD SECS INC ETF
OKE
0.15%
COM
ABBV
0.14%
COM
BSJM
0.14%
BULSHS 2022 HY
SPLV
0.14%
S&P500 LOW VOL
BSJL
0.14%
BULSHS 2021 HY
EOG
0.14%
COM
VO
0.13%
MID CAP ETF
PSX
0.13%
COM
FB
0.13%
CL A
BSJJ
0.13%
BULSHS 2019 HY
TWTR
0.12%
COM
HR
0.12%
COM
DG
0.12%
COM
SYY
0.12%
COM
DWDP
0.12%
COM
PSA
0.12%
COM
NFLX
0.12%
COM
MAIN
0.12%
COM
VOO
0.11%
SHS
ENB
0.11%
COM
DIS
0.11%
COM DISNEY
MINT
0.1%
ENHAN SHRT MAT
IEX
0.1%
COM
TCP
0.1%
UT COM LTD PRT
PRK
0.1%
COM
MDT
0.09%
SHS
XLU
0.09%
SBI INT-UTILS
T
0.09%
COM
KKR
0.09%
CL A
IWB
0.09%
RUS 1000 ETF
BAC
0.08%
COM
SCHV
0.08%
US LCAP VA ETF
LAMR
0.08%
CL A
DPZ
0.08%
COM
GOOGL
0.08%
CAP STK CL A
BSJO
0.08%
BULSHS 2024 HY
BDX
0.08%
COM
ARCC
0.08%
COM
IWR
0.07%
RUS MID-CAP ETF
MA
0.07%
CL A
BABA
0.07%
SPONSORED ADS
CTSH
0.07%
CL A
UPS
0.07%
CL B
PM
0.07%
COM
TMO
0.07%
COM
SCHA
0.07%
US SML CAP ETF
HUM
0.07%
COM
RSP
0.07%
S&P500 EQL WGT
ZTS
0.07%
CL A
BSJN
0.07%
BULSHS 2023 HY
ASML
0.06%
N Y REGISTRY SHS
CPT
0.06%
SH BEN INT
INTC
0.06%
COM
NOC
0.06%
COM
BAM
0.06%
CL A LTD VT SH
AVB
0.06%
COM
LEG
0.06%
COM
VNQ
0.06%
REIT ETF
SCHG
0.06%
US LCAP GR ETF
IBDO
0.06%
IBND DEC23 ETF
UTX
0.06%
COM
KRE
0.06%
S&P REGL BKG
IBDQ
0.06%
IBND DEC25 ETF
NUE
0.06%
COM
BR
0.05%
COM
CRM
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
BOND
0.05%
TOTL RETN ETF
IBTX
0.05%
COM
VDE
0.05%
ENERGY ETF
EXC
0.05%
COM
IBDN
0.05%
IBND DEC22 ETF
USDP
0.03%
COM UT REP LTD
VTNR
0.03%
COM
VVR
0.01%
COM
FXH
0.66%
HLTH CARE ALPH
XT
0.64%
EXPONEN TECHNO
FIW
0.63%
COM
IBUY
0.6%
ONLIN RETL ETF
IGV
0.59%
NA TEC-SFTWR ETF
APA
0.52%
COM
RTH
0.5%
RETAIL ETF
PII
0.37%
COM
IEFA
0.29%
CORE MSCI EAFE
BMY
0.13%
COM
CL
0.12%
COM
FUN
0.1%
DEPOSITRY UNIT
AET
0.09%
COM
WMB
0.09%
COM
DMLP
0.09%
COM UNIT
WFC
0.09%
COM
VZ
0.08%
COM
SLV
0.07%
ISHARES
LUV
0.07%
COM
OXY
0.07%
COM
CCI
0.07%
COM
NTAP
0.06%
COM
CNK
0.06%
COM
NVS
0.06%
SPONSORED ADR
VOT
0.06%
MCAP GR IDXVIP
TOT
0.06%
SPONSORED ADR
QCOM
0.06%
COM
TPL
0.06%
SUB CTF PROP I T
EEP
0.06%
COM
RDS/A
0.06%
SPONS ADR A
PLD
0.05%
COM
VBK
0.05%
SML CP GRW ETF
SPW
0.05%
COM
C
0.05%
COM NEW
PNC
0.05%
COM
LOW
0.05%
COM
VB
0.05%
SMALL CP ETF
CMCSA
0.05%
CL A
LFUS
0.05%
COM
EMR
0.05%
COM
CRT
0.05%
TR UNIT
ETR
0.04%
COM
IJR
0.04%
CORE S&P SCP ETF
CCL
0.04%
PAIRED CTF
DFS
0.04%
COM
PMX
0.03%
COM
AMLP
0.03%
ALERIAN MLP
LYG
0.01%
SPONSORED ADR
AMR
0.01%
CL A