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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Segment Wealth Management, LLC

Quarter ended Q1 2024 · Filed April 24, 2024 · Accession 0001085146-24-001982

Total Value
$1.32B
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769293,152$76.2M5.79%
2BERKSHIRE HATHAWAY INC DELBRK-A145,385$61.1M4.65%
3S&P GLOBAL INCSPGI109,780$46.7M3.55%
4BERKSHIRE HATHAWAY INC DELBRK-A71$45.0M3.42%
5INVESCO QQQ TRIVZ85,095$37.8M2.87%
6BROADCOM INCAVGO24,159$32.0M2.43%
7MICROSOFT CORPMSFT67,649$28.5M2.16%
8APPLE INCAAPL152,388$26.1M1.99%
9SCHWAB STRATEGIC TR808524797291,815$23.5M1.79%
10ASML HOLDING N VASMLF24,217$23.5M1.79%
11EXXON MOBIL CORPXOM169,120$19.7M1.49%
12INTUITINTU30,217$19.6M1.49%
13NOVO-NORDISK A SNONOF152,650$19.6M1.49%
14SPDR S&P 500 ETF TRSPY35,195$18.4M1.40%
15STRYKER CORPORATIONSYK50,607$18.1M1.38%
16HOME DEPOT INCHD46,543$17.9M1.36%
17VISA INCV63,104$17.6M1.34%
18CINTAS CORPCTAS25,606$17.6M1.34%
19NVIDIA CORPORATIONNVDA19,450$17.6M1.34%
20MCKESSON CORPMCK30,933$16.6M1.26%
21GARMIN LTDGRMN108,446$16.1M1.23%
22MARSH & MCLENNAN COS INC57174810278,068$16.1M1.22%
23COSTCO WHSL CORP NEW22160K10521,301$15.6M1.19%
24WALMART INCWMT259,024$15.6M1.18%
25PARKER-HANNIFIN CORPPH27,820$15.5M1.17%
26ALLSTATE CORPALL-PJ86,257$14.9M1.13%
27SHERWIN WILLIAMS COSHW42,773$14.9M1.13%
28UNITEDHEALTH GROUP INCUNH29,827$14.8M1.12%
29DANAHER CORPORATION23585110257,541$14.4M1.09%
30EOG RES INCEOG111,824$14.3M1.09%
31AUTOMATIC DATA PROCESSING INADP57,103$14.3M1.08%
32MCDONALDS CORPMCD49,377$13.9M1.06%
33ACCENTURE PLC IRELANDACN40,134$13.9M1.06%
34VANGUARD INDEX FDS92290865277,818$13.6M1.04%
35DIAMONDBACK ENERGY INCFANG68,301$13.5M1.03%
36CATERPILLAR INCCAT36,525$13.4M1.02%
37MOTOROLA SOLUTIONS INCMSI37,580$13.3M1.01%
38UNION PAC CORPUNP52,858$13.0M0.99%
39TEXAS INSTRS INC88250810473,149$12.7M0.97%
40LINDE PLCLIN27,267$12.7M0.96%
41MARRIOTT INTL INC NEW57190320249,555$12.5M0.95%
42VANGUARD SPECIALIZED FUNDS92190884462,347$11.4M0.87%
43EQUINIX INCEQIX13,405$11.1M0.84%
44INVESCO EXCHANGE TRADED FD TIVZ257,740$10.9M0.83%
45ISHARES TR46434V449270,559$10.6M0.81%
46CARRIER GLOBAL CORPORATIONCARR181,328$10.5M0.80%
47GALLAGHER ARTHUR J & CO36357610941,530$10.4M0.79%
48OLD DOMINION FREIGHT LINE INODFL46,483$10.2M0.77%
49NIKE INCNKE106,169$10.0M0.76%
50ROPER TECHNOLOGIES INCROP17,747$10.0M0.76%
51VANGUARD INDEX FDS92290873625,926$8.9M0.68%
52ISHARES TR46428710135,539$8.8M0.67%
53AMPHENOL CORP NEW03209510175,344$8.7M0.66%
54ZOETIS INCZTS50,979$8.6M0.66%
55GOLDMAN SACHS GROUP INCGSCE20,409$8.5M0.65%
56ISHARES TR46428759847,489$8.5M0.65%
57ISHARES TR46434V381129,632$7.7M0.59%
58PRINCIPAL EXCHANGE TRADED FD74255Y870150,007$7.7M0.59%
59ENTERPRISE PRODS PARTNERS L293792107244,795$7.1M0.54%
60INTERCONTINENTAL EXCHANGE IN45866F10446,964$6.5M0.49%
61PROLOGIS INC.PLDGP49,490$6.4M0.49%
62APOLLO GLOBAL MGMT INC03769M10656,728$6.4M0.48%
63ALPHABET INCGOOG41,229$6.3M0.48%
64ISHARES TR464288810104,518$6.1M0.47%
65AMAZON COM INCAMZN33,167$6.0M0.45%
66SELECT SECTOR SPDR TR81369Y40730,421$5.6M0.43%
67LPL FINL HLDGS INC50212V10020,381$5.4M0.41%
68SELECT SECTOR SPDR TR81369Y50655,516$5.2M0.40%
69ISHARES TR46432F84270,445$5.2M0.40%
70SPDR SER TR78464A69898,827$5.0M0.38%
71MACOM TECH SOLUTIONS HLDGS I55405Y10051,639$4.9M0.38%
72QUANTA SVCS INC74762E10217,702$4.6M0.35%
73CHEVRON CORP NEWCVX28,853$4.6M0.35%
74ISHARES INC46428682263,529$4.4M0.33%
75SPDR S&P MIDCAP 400 ETF TRMDY7,561$4.2M0.32%
76ISHARES INC46434G10375,005$3.9M0.29%
77COTERRA ENERGY INCCTRA133,704$3.7M0.28%
78ISHARES TR46428761410,534$3.6M0.27%
79SPDR GOLD TRGLD16,860$3.5M0.26%
80WISDOMTREE TRWT114,448$3.4M0.26%
81VANGUARD INDEX FDS92290874419,590$3.2M0.24%
82THERMO FISHER SCIENTIFIC INCTMO5,342$3.1M0.24%
83JPMORGAN CHASE & COVYLD15,458$3.1M0.24%
84ALPHABET INCGOOG19,999$3.0M0.23%
85ISHARES TR46428760631,700$2.9M0.22%
86ISHARES TR4642872005,252$2.8M0.21%
87MASTERCARD INCORPORATEDMA5,712$2.8M0.21%
88SALESFORCE INCCRM8,581$2.6M0.20%
89SELECT SECTOR SPDR TR81369Y80312,295$2.6M0.19%
90ADVANCED MICRO DEVICES INCAMD12,151$2.2M0.17%
91WISDOMTREE TRWT42,890$2.2M0.16%
92MAIN STR CAP CORP56035L10442,940$2.0M0.15%
93SCHWAB STRATEGIC TR80852410233,173$2.0M0.15%
94LAM RESEARCH CORPLRCX2,051$2.0M0.15%
95INTUITIVE SURGICAL INCISRG4,931$2.0M0.15%
96VANGUARD INDEX FDS9229085388,325$2.0M0.15%
97ISHARES TR46428751523,015$2.0M0.15%
98STELLAR BANCORP INCSTEL79,739$1.9M0.15%
99ARISTA NETWORKS INCANET6,533$1.9M0.14%
100MERCK & CO INCMRK14,235$1.9M0.14%
101ENLINK MIDSTREAM LLC29336T100136,696$1.9M0.14%
102VANGUARD INDEX FDS9229083633,855$1.9M0.14%
103APA CORPORATIONAPA52,981$1.8M0.14%
104COPART INCCPRT30,744$1.8M0.14%
105CROWDSTRIKE HLDGS INCCRWD5,532$1.8M0.13%
106MSCI INCMSCI3,156$1.8M0.13%
107VERTEX PHARMACEUTICALS INCVRTX4,183$1.7M0.13%
108U S SILICA HLDGS INC90346E103134,050$1.7M0.13%
109PHILLIPS 66PSX9,966$1.6M0.12%
110ADOBE INCADBE3,218$1.6M0.12%
111BLACKSTONE INCBX12,260$1.6M0.12%
112PROCTER AND GAMBLE CO7427181099,863$1.6M0.12%
113ATLASSIAN CORPORATIONTEAM8,015$1.6M0.12%
114VANGUARD INDEX FDS9229086296,190$1.5M0.12%
115SPDR SER TR78464A79732,690$1.5M0.12%
116LOCKHEED MARTIN CORPLMT3,337$1.5M0.12%
117ISHARES TR46434VBD160,483$1.5M0.11%
118PEPSICO INCPEP8,459$1.5M0.11%
119CONOCOPHILLIPSCOP11,559$1.5M0.11%
120BOOKING HOLDINGS INCBKNG399$1.4M0.11%
121MARATHON PETE CORPMARA7,083$1.4M0.11%
122ISHARES TR46435GAA059,641$1.4M0.11%
123ISHARES TR46435U51554,555$1.4M0.10%
124DRAFTKINGS INC NEWDKNG29,650$1.3M0.10%
125SCHWAB STRATEGIC TR80852430014,478$1.3M0.10%
126FIRST TR EXCHANGE TRADED FD33734X19213,825$1.3M0.10%
127LULULEMON ATHLETICA INCLULU3,331$1.3M0.10%
128COCA COLA COKO21,096$1.3M0.10%
129VERALTO CORPVLTO14,277$1.3M0.10%
130INVESCO EXCH TRD SLF IDX FDIVZ53,557$1.2M0.09%
131INVESCO EXCH TRD SLF IDX FDIVZ64,345$1.2M0.09%
132INVESCO EXCH TRD SLF IDX FDIVZ63,675$1.2M0.09%
133ISHARES TR46435UAA950,707$1.2M0.09%
134ISHARES TR4642876555,694$1.2M0.09%
135ISHARES TR46436E20552,070$1.2M0.09%
136VONTIER CORPORATIONVNT26,060$1.2M0.09%
137WASTE MGMT INC DEL94106L1095,517$1.2M0.09%
138INVESCO EXCH TRD SLF IDX FDIVZ57,530$1.2M0.09%
139ELI LILLY & COLLY1,482$1.2M0.09%
140VANGUARD WHITEHALL FDS92194681013,868$1.1M0.09%
141INVESCO EXCH TRD SLF IDX FDIVZ48,163$1.1M0.08%
142WILLIAMS COS INC96945710027,228$1.1M0.08%
143INVESCO EXCH TRD SLF IDX FDIVZ47,100$1.0M0.08%
144INVESCO EXCH TRD SLF IDX FDIVZ51,110$1.0M0.08%
145NEXTERA ENERGY INCNEE-PW15,940$1.0M0.08%
146ABBVIE INCABBV5,359$975,8740.07%
147VALERO ENERGY CORPVLO5,666$967,1300.07%
148INVESCO EXCH TRD SLF IDX FDIVZ50,930$932,0190.07%
149KKR & CO INCKKRT8,850$890,1330.07%
150ONEOK INC NEWOKE10,982$880,4320.07%
151WELLS FARGO CO NEW94974610114,741$854,3880.06%
152ISHARES TR4642876222,919$840,7420.06%
153META PLATFORMS INCMETA1,728$839,0820.06%
154PUBLIC STORAGEPSA-PS2,858$828,9910.06%
155PURE STORAGE INC74624M10215,798$821,3380.06%
156SELECT SECTOR SPDR TR81369Y2095,477$809,1170.06%
157DUKE ENERGY CORP NEWDUKB8,160$789,1540.06%
158IDEX CORP45167R1043,221$785,9880.06%
159VANGUARD INDEX FDS9229087513,402$777,6810.06%
160BROOKFIELD CORP11271J10718,272$765,0490.06%
161ISHARES TR46436E72635,690$763,7660.06%
162VERTEX ENERGY INCVERX538,775$754,2850.06%
163DOLLAR GEN CORP NEW2566771054,816$751,5850.06%
164PIONEER NAT RES CO7237871072,862$751,2750.06%
165CUMMINS INCCMI2,491$733,9730.06%
166NETFLIX INCNFLX1,198$727,5810.06%
167DISCOVER FINL SVCS2547091085,500$720,9950.05%
168ISHARES TR46435U69727,550$714,9230.05%
169NUCOR CORPNUE3,551$702,7430.05%
170ILLINOIS TOOL WKS INC4523081092,596$696,5460.05%
171EMERSON ELEC COEMR6,093$691,0680.05%
172INVESCO EXCHANGE TRADED FD TIVZ3,975$673,2460.05%
173ENBRIDGE INCENNPF17,266$624,6840.05%
174ISHARES TR46436E48629,470$603,8400.05%
175INVESCO EXCH TRD SLF IDX FDIVZ27,360$592,6180.05%
176ISHARES TR46436E31223,570$584,7720.04%
177LOWES COS INC5486611072,186$556,8400.04%
178PAYCHEX INCPAYX4,497$552,2320.04%
179ISHARES TR4642874996,257$526,1510.04%
180ABBOTT LABSABLZF4,566$518,9460.04%
181UNITED PARCEL SERVICE INCUPS3,404$505,9630.04%
182REPUBLIC SVCS INC7607591002,577$493,3410.04%
183ALPS ETF TR00162Q45210,375$492,3980.04%
184AMERIPRISE FINL INC03076C1061,101$482,7220.04%
185BROADRIDGE FINL SOLUTIONS IN11133T1032,244$459,7060.03%
186PROSHARES TR74347X8317,395$455,2360.03%
187INVESCO EXCH TRADED FD TR IIIVZ6,520$429,4930.03%
188SYSCO CORPSYY5,287$429,1800.03%
189WORLD GOLD TRGLDW9,500$418,4750.03%
190INVESCO EXCH TRD SLF IDX FDIVZ25,520$418,2730.03%
191HONEYWELL INTL INC4385161062,032$417,0680.03%
192CONSTELLATION ENERGY CORPCEG2,239$413,8790.03%
193ISHARES TR4642873094,892$413,0800.03%
194DEVON ENERGY CORP NEW25179M1038,152$409,0670.03%
195JOHNSON & JOHNSONJNJ2,552$403,6900.03%
196NORTHROP GRUMMAN CORPNOC836$400,1600.03%
197ECOLAB INCECL1,705$393,6850.03%
198MARATHON OIL CORPMARA13,890$393,6430.03%
199SERVICENOW INCNOW509$388,0620.03%
200CARLYLE GROUP INCCGABL8,200$384,6620.03%
201AMETEK INCAME2,090$382,2610.03%
202VERTIV HOLDINGS COVRT4,675$381,8070.03%
203THE CIGNA GROUP1255231001,027$372,9960.03%
204CAL MAINE FOODS INCCALM6,321$371,9910.03%
205ISHARES TR4642878043,254$359,6320.03%
206GENERAL ELECTRIC CO3696043012,047$359,3100.03%
207OCCIDENTAL PETE CORP6745991055,405$351,2710.03%
208VIPER ENERGY INCVNOM8,850$340,3710.03%
209VANGUARD INDEX FDS9229085951,295$337,6320.03%
210LAMAR ADVERTISING CO NEWLAMR2,780$331,9600.03%
211ISHARES TR4642875075,340$324,3520.02%
212CARMAX INCKMX3,589$312,6380.02%
213ORACLE CORPORCL-PD2,415$303,3480.02%
214MURPHY USA INCMUSA693$290,5060.02%
215INVESCO EXCH TRD SLF IDX FDIVZ13,490$285,7180.02%
216TRAVELERS COMPANIES INCTRV1,234$283,9930.02%
217ENTERGY CORP NEWENO2,653$280,3690.02%
218SPDR SER TR78464A7895,370$279,6160.02%
219ARES CAPITAL CORPARCC12,998$270,6180.02%
220LITTELFUSE INCLFUS1,081$261,9800.02%
221AMGEN INCAMGN901$256,1720.02%
222TARGET CORPTGT1,435$254,2380.02%
223ISHARES TR4642872262,540$248,7680.02%
224SPX TECHNOLOGIES INCSPXC2,000$246,2600.02%
225MORGAN STANLEYMS-PQ2,615$246,2280.02%
226TESLA INCTSLA1,397$245,5790.02%
227INVESCO EXCHANGE TRADED FD TIVZ4,830$244,8810.02%
228CHUBB LIMITEDCB943$244,3600.02%
229KINDER MORGAN INC DELEP-PC13,252$243,0420.02%
230ISHARES TR46436E1309,480$241,5500.02%
231ISHARES SILVER TRSLV10,600$241,1500.02%
232DEERE & CODE587$241,1040.02%
233EXPEDIA GROUP INCEXPE1,746$240,5120.02%
234ISHARES TR4642887601,820$240,1130.02%
235INDEPENDENT BANK GROUP INCINDB5,141$234,7080.02%
236EXELON CORPEXC6,191$232,5960.02%
237ISHARES TR4642871681,878$231,3320.02%
238KIMBERLY-CLARK CORPKMB1,788$231,2780.02%
239FLOTEK INDS INC DEL34338940961,420$229,7110.02%
240BHP GROUP LTDBHPLF3,895$224,7030.02%
241ISHARES TR4642874081,194$223,0510.02%
242TRANE TECHNOLOGIES PLCTT730$219,1460.02%
243ANALOG DEVICES INCADI1,102$217,9650.02%
244BANK AMERICA CORP0605051045,681$215,4240.02%
245TECHNIPFMC PLCFTI8,500$213,4350.02%
246ISHARES TR4642878871,600$209,1680.02%
247IRON MTN INC DEL46284V1012,600$208,5460.02%
248HARTFORD FINL SVCS GROUP INCHIG-PG2,000$206,1000.02%
249PROSHARES TR74348A4672,001$202,8730.02%
250DISNEY WALT CO2546871061,648$201,6900.02%
251FORD MTR CO DEL34537086010,752$142,7870.01%
252DIREXION SHS ETF TR25460G28615,079$122,2910.01%
253VERU INCVERU60,000$42,0060.00%
254UNITED STATES ANTIMONY CORPUAMY25,300$6,3250.00%