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| Name: |
SEGMENT WEALTH MANAGEMENT, LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77056 |
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data |
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| Holdings
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20 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EQIX |
Equinix Inc |
43 |
New |
$700.18 |
$11,064,000 |
13,405 |
0.84% |
11,064,000 |
13,405 |
0.012 |
Telecom Services - Do... |
|
|
ANET |
Arista Networks, Inc. |
99 |
New |
$274.40 |
$1,894,000 |
6,533 |
0.14% |
1,894,000 |
6,533 |
0.002 |
Diversified Computer ... |
|
|
CPRT |
Copart Inc |
104 |
New |
$55.20 |
$1,781,000 |
30,744 |
0.14% |
1,781,000 |
30,744 |
0.003 |
Auto Dealerships |
|
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DKNG |
Draftkings Inc Class A |
124 |
New |
$0.00 |
$1,346,000 |
29,650 |
0.1% |
1,346,000 |
29,650 |
0.007 |
N/A |
|
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BSCU |
Invesco Bulletshares 2030 C... |
187 |
New |
$0.00 |
$418,000 |
25,520 |
0.03% |
418,000 |
25,520 |
0 |
N/A |
|
|
GE |
General Electric Co |
203 |
New |
$164.11 |
$359,000 |
2,047 |
0.03% |
359,000 |
2,047 |
0 |
Conglomerates |
|
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BSJT |
Invesco Bulletshares 2029 H... |
212 |
New |
$0.00 |
$286,000 |
13,490 |
0.02% |
286,000 |
13,490 |
0.15 |
N/A |
|
|
TRV |
Travelers Companies Inc |
213 |
New |
$213.85 |
$284,000 |
1,234 |
0.02% |
284,000 |
1,234 |
0 |
Property & Casualty I... |
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TGT |
Target Corp |
219 |
New |
$158.04 |
$254,000 |
1,435 |
0.02% |
254,000 |
1,435 |
0 |
Discount, Variety Stores |
|
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RFG |
Invesco S&P MidCap 400 Pure... |
224 |
New |
$48.56 |
$245,000 |
4,830 |
0.02% |
245,000 |
4,830 |
0.005 |
Closed - End Fund - E... |
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CB |
Chubb Ltd (ACE Ltd) |
225 |
New |
$248.54 |
$244,000 |
943 |
0.02% |
244,000 |
943 |
0 |
Property & Casualty I... |
|
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IVE |
iShares S&P 500/BARRA Value |
237 |
New |
$180.32 |
$223,000 |
1,194 |
0.02% |
223,000 |
1,194 |
0.001 |
Closed - End Fund - E... |
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TT |
Trane Technologies (Ingerso... |
238 |
New |
$319.29 |
$219,000 |
730 |
0.02% |
219,000 |
730 |
0 |
Diversified Machinery |
|
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ADI |
Analog Devices Inc |
239 |
New |
$199.63 |
$218,000 |
1,102 |
0.02% |
218,000 |
1,102 |
0 |
Semiconductor- Broad... |
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BAC |
Bank of America Corp |
240 |
New |
$37.25 |
$215,000 |
5,681 |
0.02% |
215,000 |
5,681 |
0 |
Domestic Money Center... |
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FTI |
Technipfmc Limited |
241 |
New |
$25.96 |
$213,000 |
8,500 |
0.02% |
213,000 |
8,500 |
0.002 |
Oil & Gas Equipment &... |
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IRM |
Iron Mountain Inc |
242 |
New |
$75.32 |
$209,000 |
2,600 |
0.02% |
209,000 |
2,600 |
0.004 |
Business Services |
|
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HIG |
Hartford Financial Services... |
244 |
New |
$97.90 |
$206,000 |
2,000 |
0.02% |
206,000 |
2,000 |
0.001 |
Property & Casualty I... |
|
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NOBL |
ProShares S&P 500 Dividend ... |
245 |
New |
$0.00 |
$203,000 |
2,001 |
0.02% |
203,000 |
2,001 |
0.002 |
N/A |
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TSLL |
Direxion Daily Tsla Bull 1.... |
248 |
New |
$0.00 |
$122,000 |
15,079 |
0.01% |
122,000 |
15,079 |
0.168 |
N/A |
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