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Segment Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
ISHARES TR$620.8K6,4490.0%
TORTOISE ENERGY INFRASTRUCTURE CORPTYGClosed-End Fund$613.5K15,0000.0%
ENBRIDGE INC$606.4K12,6790.0%
GENERAL DYNAMICS CORP$599.3K1,7800.0%
Prologis Inc$597.3K4,6790.0%
Lamar Advertising Co$576.6K4,5550.0%
IDEX CORP /DE$573.1K3,2210.0%
ISHARES TR$549.4K20,8350.0%
CAMECO CORP$547.1K5,9800.0%
GENERAC HOLDINGS INC.$544.3K3,9910.0%
AMERIPRISE FINANCIAL INC$540.8K1,1030.0%
ECOLAB INC.$534.8K2,0370.0%
BROADRIDGE FINANCIAL SOLUTIONS INC$529.1K2,3710.0%
BANK OF AMERICA CORP /DE$526.8K9,5790.0%
TRAVELERS COMPANIES, INC.$517.5K1,7840.0%
WEC ENERGY GROUP, INC.$513.7K4,8710.0%
Cal-Maine Foods Inc$503.0K6,3210.0%
AMETEK Inc$497.5K2,4230.0%
ALPS ETF TR$487.8K10,3750.0%
Carlyle Group Inc.$484.7K8,2000.0%
Alphatec Holdings, Inc.ATECCommon Stock$482.8K22,9450.0%
Exelon Corp$479.1K10,9900.0%
XCEL ENERGY INC$471.6K6,3850.0%
AFLAC INC$471.0K4,2710.0%
Philip Morris International Inc.$466.3K2,9070.0%
RTX Corp$463.1K2,5250.0%
CMS ENERGY CORP$458.3K6,5530.0%
ARES CAPITAL CORPARCCCommon Stock$456.3K22,5550.0%
ADAMS DIVERSIFIED EQUITY FUND, INC.ADXClosed-End Fund$452.0K19,3830.0%
Diamondback Energy, Inc.$434.8K2,8920.0%
PUBLIC SERVICE ENTERPRISE GROUP INC$412.8K5,1410.0%
INVESCO EXCH TRD SLF IDX FD$408.5K15,6500.0%
Expedia Group Inc$405.1K1,4300.0%
VANGUARD INDEX FDS$404.8K1,3400.0%
SYSCO CORP$400.4K5,4330.0%
BlackRock, Inc.$400.3K3740.0%
ISHARES TR$382.2K4,9300.0%
Viper Energy, Inc.$379.7K9,8290.0%
TechnipFMC plc$378.8K8,5000.0%
GOLDMAN SACHS ETF TR$378.7K8,8200.0%
ISHARES TR$378.0K3,6000.0%
ISHARES TR$368.3K3,6870.0%
JOHN HANCOCK EXCHANGE TRADED$362.5K4,5400.0%
Northrop Grumman Corp$362.1K6350.0%
INTERNATIONAL BUSINESS MACHINES CORP$351.0K1,1850.0%
INVESCO EXCH TRADED FD TR II$344.0K6,1900.0%
ADVANCED MICRO DEVICES INC$342.4K1,5990.0%
ISHARES TR$341.3K2,8400.0%
INVESCO EXCH TRD SLF IDX FD$340.9K20,4200.0%
Extra Space Storage Inc$339.7K2,6090.0%
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