| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 45 | Q2 2024 | 6.1% |
| ISHARES TR | 45 | Q2 2024 | 4.7% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 4.9% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 7.8% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 3.5% |
| APPLE INC | 45 | Q2 2024 | 2.9% |
| ENTERPRISE PRODS PARTNERS L | 45 | Q2 2024 | 3.0% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 2.0% |
| COTERRA ENERGY INC | 45 | Q2 2024 | 5.8% |
| ISHARES TR | 45 | Q2 2024 | 3.0% |
View Segment Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-18 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR/A | 2023-08-22 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-24 |
View Segment Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.