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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 Q2 2024 · Filed July 23, 2024 · Accession 0001085146-24-003168

Total Value
$1.36B
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769297,367$79.5M5.87%
2BERKSHIRE HATHAWAY INC DELBRK-A146,182$59.5M4.39%
3S&P GLOBAL INCSPGI109,363$48.8M3.60%
4BERKSHIRE HATHAWAY INC DELBRK-A71$43.5M3.21%
5INVESCO QQQ TRIVZ83,579$40.0M2.95%
6BROADCOM INCAVGO23,363$37.5M2.77%
7APPLE INCAAPL149,094$31.4M2.32%
8MICROSOFT CORPMSFT68,872$30.8M2.27%
9ASML HOLDING N VASMLF24,283$24.8M1.83%
10NOVO-NORDISK A SNONOF148,689$21.2M1.57%
11EXXON MOBIL CORPXOM180,779$20.8M1.54%
12NVIDIA CORPORATIONNVDA167,107$20.6M1.52%
13INTUITINTU30,648$20.1M1.49%
14SPDR S&P 500 ETF TRSPY35,141$19.1M1.41%
15MCKESSON CORPMCK31,195$18.2M1.34%
16COSTCO WHSL CORP NEW22160K10521,289$18.1M1.33%
17CINTAS CORPCTAS25,750$18.0M1.33%
18WALMART INCWMT261,754$17.7M1.31%
19GARMIN LTDGRMN108,059$17.6M1.30%
20STRYKER CORPORATIONSYK51,427$17.5M1.29%
21VISA INCV64,179$16.8M1.24%
22MARSH & MCLENNAN COS INC57174810278,919$16.6M1.23%
23HOME DEPOT INCHD46,774$16.1M1.19%
24UNITEDHEALTH GROUP INCUNH30,160$15.4M1.13%
25DANAHER CORPORATION23585110260,145$15.0M1.11%
26MOTOROLA SOLUTIONS INCMSI38,561$14.9M1.10%
27TEXAS INSTRS INC88250810476,288$14.8M1.09%
28EOG RES INCEOG115,026$14.5M1.07%
29PRINCIPAL EXCHANGE TRADED FD74255Y870264,437$14.3M1.06%
30PARKER-HANNIFIN CORPPH28,292$14.3M1.06%
31INVESCO EXCHANGE TRADED FD TIVZ309,825$14.2M1.05%
32DIAMONDBACK ENERGY INCFANG70,212$14.1M1.04%
33ALLSTATE CORPALL-PJ87,936$14.0M1.04%
34AUTOMATIC DATA PROCESSING INADP58,125$13.9M1.02%
35MARRIOTT INTL INC NEW57190320257,287$13.9M1.02%
36CATERPILLAR INCCAT39,967$13.3M0.98%
37SHERWIN WILLIAMS COSHW44,322$13.2M0.98%
38MCDONALDS CORPMCD51,607$13.2M0.97%
39VANGUARD INDEX FDS92290865277,847$13.1M0.97%
40LINDE PLCLIN29,673$13.0M0.96%
41ACCENTURE PLC IRELANDACN42,827$13.0M0.96%
42ZOETIS INCZTS73,726$12.8M0.94%
43UNION PAC CORPUNP54,957$12.4M0.92%
44META PLATFORMS INCMETA24,250$12.2M0.90%
45GE VERNOVA INCGEV70,816$12.1M0.90%
46TJX COS INC NEW872540109106,027$11.7M0.86%
47CARRIER GLOBAL CORPORATIONCARR184,090$11.6M0.86%
48VANGUARD SPECIALIZED FUNDS92190884461,896$11.3M0.83%
49GALLAGHER ARTHUR J & CO36357610942,889$11.1M0.82%
50ISHARES TR46434V449269,851$10.4M0.77%
51ROPER TECHNOLOGIES INCROP18,450$10.4M0.77%
52AMPHENOL CORP NEW032095101150,944$10.2M0.75%
53VANGUARD INDEX FDS92290873625,926$9.7M0.72%
54ISHARES TR46428710135,418$9.4M0.69%
55GOLDMAN SACHS GROUP INCGSCE20,424$9.2M0.68%
56NIKE INCNKE117,727$8.9M0.65%
57LPL FINL HLDGS INC50212V10030,832$8.6M0.64%
58ISHARES TR46428759847,319$8.3M0.61%
59ISHARES TR46434V381129,995$7.6M0.56%
60ALPHABET INCGOOG41,534$7.6M0.56%
61ENTERPRISE PRODS PARTNERS L293792107244,795$7.1M0.52%
62INTERCONTINENTAL EXCHANGE IN45866F10449,043$6.7M0.50%
63APOLLO GLOBAL MGMT INC03769M10654,528$6.4M0.47%
64AMAZON COM INCAMZN32,689$6.3M0.47%
65ISHARES TR464288810104,357$5.8M0.43%
66SELECT SECTOR SPDR TR81369Y40730,277$5.5M0.41%
67SELECT SECTOR SPDR TR81369Y50656,535$5.2M0.38%
68ISHARES TR46432F84270,445$5.1M0.38%
69QUANTA SVCS INC74762E10218,962$4.8M0.36%
70CHEVRON CORP NEWCVX28,572$4.5M0.33%
71SPDR S&P MIDCAP 400 ETF TRMDY7,561$4.0M0.30%
72ISHARES INC46434G10375,005$4.0M0.30%
73ISHARES TR46428761410,534$3.8M0.28%
74SPDR GOLD TRGLD17,539$3.8M0.28%
75WISDOMTREE TRWT119,284$3.7M0.27%
76ALPHABET INCGOOG19,999$3.6M0.27%
77COTERRA ENERGY INCCTRA133,708$3.6M0.26%
78THERMO FISHER SCIENTIFIC INCTMO5,813$3.2M0.24%
79MACOM TECH SOLUTIONS HLDGS I55405Y10028,419$3.2M0.23%
80VANGUARD INDEX FDS92290874419,590$3.1M0.23%
81JPMORGAN CHASE & CO.VYLD15,361$3.1M0.23%
82ISHARES TR4642872005,255$2.9M0.21%
83ISHARES TR46428760631,700$2.8M0.21%
84SELECT SECTOR SPDR TR81369Y80312,295$2.8M0.21%
85MASTERCARD INCORPORATEDMA5,809$2.6M0.19%
86ARISTA NETWORKS INCANET6,674$2.3M0.17%
87SALESFORCE INCCRM8,942$2.3M0.17%
88INTUITIVE SURGICAL INCISRG5,093$2.3M0.17%
89CROWDSTRIKE HLDGS INCCRWD5,908$2.3M0.17%
90PROCTER AND GAMBLE CO74271810913,484$2.2M0.16%
91LAM RESEARCH CORPLRCX2,051$2.2M0.16%
92MAIN STR CAP CORP56035L10443,225$2.2M0.16%
93WISDOMTREE TRWT42,890$2.2M0.16%
94MERCK & CO INCMRK17,129$2.1M0.16%
95VERTEX PHARMACEUTICALS INCVRTX4,505$2.1M0.16%
96SCHWAB STRATEGIC TR80852410233,193$2.1M0.15%
97U S SILICA HLDGS INC90346E103134,050$2.1M0.15%
98ADVANCED MICRO DEVICES INCAMD12,331$2.0M0.15%
99ISHARES TR46428751522,758$2.0M0.15%
100SYNOPSYS INCSNPS3,245$1.9M0.14%
101VANGUARD INDEX FDS9229083633,855$1.9M0.14%
102COPART INCCPRT35,499$1.9M0.14%
103VANGUARD INDEX FDS9229085388,325$1.9M0.14%
104ENLINK MIDSTREAM LLC29336T100137,604$1.9M0.14%
105STELLAR BANCORP INCSTEL79,810$1.8M0.14%
106ADOBE INCADBE3,156$1.8M0.13%
107OLD DOMINION FREIGHT LINE INODFL9,678$1.7M0.13%
108BOOKING HOLDINGS INCBKNG406$1.6M0.12%
109APA CORPORATIONAPA53,832$1.6M0.12%
110MSCI INCMSCI3,257$1.6M0.12%
111COCA COLA COKO24,437$1.6M0.11%
112ISHARES TR46434VBD161,738$1.5M0.11%
113BLACKSTONE INCBX12,260$1.5M0.11%
114SPDR SER TR78464A79732,690$1.5M0.11%
115VANGUARD INDEX FDS9229086296,175$1.5M0.11%
116SCHWAB STRATEGIC TR80852479719,210$1.5M0.11%
117GE AEROSPACE3696043019,395$1.5M0.11%
118ISHARES TR46435GAA062,571$1.5M0.11%
119LOCKHEED MARTIN CORPLMT3,174$1.5M0.11%
120SCHWAB STRATEGIC TR80852430014,408$1.5M0.11%
121ISHARES TR46435U51557,660$1.4M0.11%
122PHILLIPS 66PSX10,031$1.4M0.10%
123INVESCO EXCH TRD SLF IDX FDIVZ60,252$1.4M0.10%
124PEPSICO INCPEP8,302$1.4M0.10%
125NEXTERA ENERGY INCNEE-PW19,045$1.3M0.10%
126CONOCOPHILLIPSCOP11,733$1.3M0.10%
127VERALTO CORPVLTO13,947$1.3M0.10%
128FIRST TR EXCHANGE TRADED FD33734X19213,825$1.3M0.10%
129ELI LILLY & COLLY1,449$1.3M0.10%
130ISHARES TR46435UAA954,747$1.3M0.10%
131ISHARES TR46436E20556,325$1.3M0.09%
132MICRON TECHNOLOGY INCMU9,571$1.3M0.09%
133INVESCO EXCH TRD SLF IDX FDIVZ54,283$1.2M0.09%
134INVESCO EXCH TRD SLF IDX FDIVZ63,570$1.2M0.09%
135INVESCO EXCH TRD SLF IDX FDIVZ63,675$1.2M0.09%
136ISHARES TR4642876555,896$1.2M0.09%
137INVESCO EXCH TRD SLF IDX FDIVZ53,940$1.2M0.09%
138WASTE MGMT INC DEL94106L1095,528$1.2M0.09%
139WILLIAMS COS INC96945710027,423$1.2M0.09%
140INVESCO EXCH TRD SLF IDX FDIVZ57,530$1.1M0.08%
141VANGUARD WHITEHALL FDS92194681013,868$1.1M0.08%
142MARATHON PETE CORPMARA6,448$1.1M0.08%
143LULULEMON ATHLETICA INCLULU3,477$1.0M0.08%
144ABBVIE INCABBV6,055$1.0M0.08%
145INVESCO EXCH TRD SLF IDX FDIVZ49,540$1.0M0.07%
146VONTIER CORPORATIONVNT26,060$995,4920.07%
147PURE STORAGE INC74624M10215,486$994,3560.07%
148EQUINIX INCEQIX1,300$983,5800.07%
149ISHARES TR46436E72646,220$982,6370.07%
150KKR & CO INCKKRT8,850$931,3740.07%
151VALERO ENERGY CORPVLO5,931$929,7440.07%
152INVESCO EXCH TRD SLF IDX FDIVZ50,930$924,8890.07%
153ONEOK INC NEWOKE10,982$895,5980.07%
154WELLS FARGO CO NEW94974610114,667$871,0730.06%
155PUBLIC STORAGE OPER COPSA-PS3,028$871,0040.06%
156ISHARES TR4642876222,863$851,8010.06%
157DUKE ENERGY CORP NEWDUKB8,160$817,8770.06%
158NETFLIX INCNFLX1,198$808,5060.06%
159SELECT SECTOR SPDR TR81369Y2095,429$791,2770.06%
160BROOKFIELD CORP11271J10718,272$759,0190.06%
161VANGUARD INDEX FDS9229087513,402$741,7890.05%
162DISCOVER FINL SVCS2547091085,500$719,4550.05%
163ISHARES TR46435U69727,550$717,5400.05%
164INVESCO EXCH TRD SLF IDX FDIVZ33,030$709,1540.05%
165ATLASSIAN CORPORATIONTEAM3,985$704,8670.05%
166CUMMINS INCCMI2,489$689,2790.05%
167EMERSON ELEC COEMR6,093$671,2050.05%
168ISHARES TR46436E48632,430$658,0050.05%
169INVESCO EXCHANGE TRADED FD TIVZ3,965$651,3700.05%
170IDEX CORP45167R1043,221$648,0650.05%
171ISHARES TR46436E31226,020$639,0510.05%
172ENBRIDGE INCENNPF17,266$614,4970.05%
173ILLINOIS TOOL WKS INC4523081092,448$580,0080.04%
174PROSHARES TR74347X8317,395$545,8990.04%
175DOLLAR GEN CORP NEW2566771054,075$538,8370.04%
176PAYCHEX INCPAYX4,497$533,1640.04%
177ABBOTT LABSABLZF5,113$531,2850.04%
178VERTEX ENERGY INCVERX538,775$508,9810.04%
179ISHARES TR4642874996,257$507,3180.04%
180REPUBLIC SVCS INC7607591002,577$500,8140.04%
181ALPS ETF TR00162Q45210,375$497,7930.04%
182PROLOGIS INC.PLDGP4,339$487,3130.04%
183ISHARES TR4642873095,222$483,2440.04%
184AMERIPRISE FINL INC03076C1061,101$470,3360.03%
185UNITED PARCEL SERVICE INCUPS3,386$463,3130.03%
186CONSTELLATION ENERGY CORPCEG2,239$448,4050.03%
187BROADRIDGE FINL SOLUTIONS IN11133T1032,244$442,0680.03%
188WORLD GOLD TRGLDW9,500$437,8550.03%
189LOWES COS INC5486611071,985$437,6130.03%
190JOHNSON & JOHNSONJNJ2,985$436,2790.03%
191INVESCO EXCH TRADED FD TR IIIVZ6,584$427,6300.03%
192JANUS DETROIT STR TR47103U8458,400$427,3920.03%
193INVESCO EXCH TRD SLF IDX FDIVZ25,520$414,9550.03%
194DUPONT DE NEMOURS INCDD5,140$413,7190.03%
195MARATHON OIL CORPMARA14,130$405,1070.03%
196VERTIV HOLDINGS COVRT4,675$404,7150.03%
197SERVICENOW INCNOW509$400,4150.03%
198HONEYWELL INTL INC4385161061,852$395,4760.03%
199DEVON ENERGY CORP NEW25179M1038,322$394,4630.03%
200CAL MAINE FOODS INCCALM6,321$386,2760.03%
201SYSCO CORPSYY5,233$373,5920.03%
202ECOLAB INCECL1,555$370,0900.03%
203NORTHROP GRUMMAN CORPNOC836$364,4540.03%
204NUCOR CORPNUE2,221$351,0960.03%
205AMETEK INCAME2,090$348,4240.03%
206ISHARES TR4642878043,254$347,0720.03%
207VIPER ENERGY INCVNOM9,090$341,1480.03%
208ORACLE CORPORCL-PD2,415$340,9980.03%
209THE CIGNA GROUP1255231001,027$339,4950.03%
210LAMAR ADVERTISING CO NEWLAMR2,780$332,2930.02%
211CARLYLE GROUP INCCGABL8,200$329,2300.02%
212MURPHY USA INCMUSA693$325,3360.02%
213VANGUARD INDEX FDS9229085951,295$323,9180.02%
214EXPEDIA GROUP INCEXPE2,486$313,2110.02%
215ISHARES TR4642875075,340$312,4970.02%
216FLOTEK INDS INC DEL34338940961,420$301,5720.02%
217INVESCO EXCH TRD SLF IDX FDIVZ13,490$282,7480.02%
218ISHARES SILVER TRSLV10,600$281,6420.02%
219ENTERGY CORP NEWENO2,611$279,3770.02%
220AMGEN INCAMGN888$277,4560.02%
221LITTELFUSE INCLFUS1,081$276,2930.02%
222ARES CAPITAL CORPARCC12,998$270,8780.02%
223SPDR SER TR78464A7895,370$267,5870.02%
224KINDER MORGAN INC DELEP-PC13,252$263,3170.02%
225CARMAX INCKMX3,589$263,2170.02%
226ISHARES TR4642872262,640$256,2650.02%
227ANALOG DEVICES INCADI1,102$251,5430.02%
228TRAVELERS COMPANIES INCTRV1,234$250,9220.02%
229TESLA INCTSLA1,261$249,5270.02%
230GENERAC HLDGS INCGNRC1,875$247,9130.02%
231MORGAN STANLEYMS-PQ2,505$243,4610.02%
232ISHARES TR4642874081,334$242,8010.02%
233CHUBB LIMITEDCB943$240,5400.02%
234ISHARES TR4642887601,820$240,3310.02%
235TRANE TECHNOLOGIES PLCTT730$240,1190.02%
236ISHARES TR46436E1309,480$238,8960.02%
237OCCIDENTAL PETE CORP6745991053,777$238,0640.02%
238INDEPENDENT BANK GROUP INCINDB5,187$236,0960.02%
239INVESCO EXCHANGE TRADED FD TIVZ4,830$235,4630.02%
240KIMBERLY-CLARK CORPKMB1,703$235,3550.02%
241IRON MTN INC DEL46284V1012,600$233,0120.02%
242CHORD ENERGY CORPORATIONCHRD1,372$230,0570.02%
243QUALCOMM INCQCOM1,155$230,0530.02%
244ISHARES TR4642871681,878$227,2000.02%
245BHP GROUP LTDBHPLF3,895$222,3660.02%
246TECHNIPFMC PLCFTI8,500$222,2750.02%
247DEERE & CODE587$219,3210.02%
248EXELON CORPEXC6,191$214,2710.02%
249SPX TECHNOLOGIES INCSPXC1,500$213,2100.02%
250BANK AMERICA CORP0605051045,322$211,6560.02%
251TARGET CORPTGT1,424$210,8190.02%
252ISHARES TR4642878871,600$205,4880.02%
253SCHWAB STRATEGIC TR8085242013,192$205,0860.02%
254AVALONBAY CMNTYS INCAWX980$202,7520.01%
255HARTFORD FINL SVCS GROUP INCHIG-PG2,000$201,0800.01%
256DIREXION SHS ETF TR25460G28615,079$138,7270.01%
257FORD MTR CO DEL34537086010,188$127,7580.01%
258VERU INCVERU60,000$50,4780.00%
259UNITED STATES ANTIMONY CORPUAMY25,300$8,5030.00%