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Segment Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
ISHARES BITCOIN TRUST ETF$218.5K4,4000.0%
EVEREST GROUP, LTD.$217.2K6400.0%
3M CO$216.1K1,3500.0%
ISHARES TR$214.7K1,0000.0%
AMERICAN INTERNATIONAL GROUP, INC.$214.6K2,5080.0%
PROSHARES TR$211.3K1,8250.0%
Iron Mountain Inc$210.2K2,5340.0%
ISHARES TR$208.9K1,4800.0%
Johnson Controls International plc$207.0K1,7290.0%
VERIZON COMMUNICATIONS INC$201.0K4,9350.0%
PROSHARES TR$200.9K1,9300.0%
TARGET CORP$200.1K2,0470.0%
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.HIOClosed-End Fund$183.0K49,3320.0%
Crescent Energy Co$128.0K15,2550.0%
UNITED STATES ANTIMONY CORP$122.0K24,3000.0%
Nuveen Preferred & Income Opportunities FundJPCClosed-End Fund$121.7K15,0060.0%
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