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Gwen Wilmeth

@Segment Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.467BTotal holdings262
Assets growth rate0.82%Assets growth rate (2-Q avg)4.09%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Segment Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 262 positions.

Assets under management

The assets under management (AUM) of Segment Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.467B in assets, with a quarterly growth rate of 0.82% and a 2-quarter average growth rate of 4.09%. The portfolio is managed by Gwen Wilmeth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MGCVanguard World Fd
Recent Activity
New Position
0.67%
$9.684M
45,536 shares@ $212.67 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.21%
$3.037M
27,478 shares@ $110.53 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.15%
$2.197M
3,696 shares@ $594.33 avg price
EQTEqt Corp
Recent Activity
New Position
0.12%
$1.735M
37,627 shares@ $46.12 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.11%
$1.477M
20,450 shares@ $72.24 avg price
IBDZIshares Tr
Recent Activity
New Position
0.03%
$335,304
13,175 shares@ $25.46 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.03%
$327,741
20,420 shares@ $16.05 avg price
LBLandbridge Company Llc
Recent Activity
New Position
0.03%
$323,000
5,000 shares@ $64.6 avg price
QLDProshares Tr
Recent Activity
New Position
0.03%
$304,587
2,814 shares@ $108.24 avg price
BSJUInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.03%
$304,565
11,860 shares@ $25.69 avg price