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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 Q4 2024 · Filed January 17, 2025 · Accession 0001085146-25-000297

Total Value
$1.47B
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769308,405$89.4M6.09%
2BERKSHIRE HATHAWAY INC DELBRK-A151,541$68.7M4.68%
3BERKSHIRE HATHAWAY INC DELBRK-A71$48.3M3.30%
4BROADCOM INCAVGO203,343$47.1M3.21%
5S&P GLOBAL INCSPGI89,487$44.6M3.04%
6INVESCO QQQ TRIVZ80,626$41.2M2.81%
7APPLE INCAAPL148,045$37.1M2.53%
8MICROSOFT CORPMSFT68,878$29.0M1.98%
9GE VERNOVA INCGEV71,491$23.5M1.60%
10WALMART INCWMT258,225$23.3M1.59%
11GARMIN LTDGRMN104,721$21.6M1.47%
12SPDR S&P 500 ETF TRSPY35,961$21.1M1.44%
13VISA INCV65,517$20.7M1.41%
14COSTCO WHSL CORP NEW22160K10521,364$19.6M1.33%
15INTUITINTU30,944$19.4M1.33%
16EXXON MOBIL CORPXOM180,262$19.4M1.32%
17NVIDIA CORPORATIONNVDA140,033$18.8M1.28%
18STRYKER CORPORATIONSYK51,794$18.6M1.27%
19CINTAS CORPCTAS100,675$18.4M1.25%
20HOME DEPOT INCHD47,069$18.3M1.25%
21MCKESSON CORPMCK31,628$18.0M1.23%
22PARKER-HANNIFIN CORPPH28,302$18.0M1.23%
23MOTOROLA SOLUTIONS INCMSI38,468$17.8M1.21%
24ASML HOLDING N VASMLF24,931$17.3M1.18%
25AUTOMATIC DATA PROCESSING INADP58,363$17.1M1.16%
26ALLSTATE CORPALL-PJ87,986$17.0M1.16%
27MARSH & MCLENNAN COS INC57174810279,706$16.9M1.15%
28MARRIOTT INTL INC NEW57190320258,620$16.4M1.11%
29MCDONALDS CORPMCD53,735$15.6M1.06%
30ALPHABET INCGOOG82,219$15.6M1.06%
31UNITEDHEALTH GROUP INCUNH30,746$15.6M1.06%
32PRINCIPAL EXCHANGE TRADED FD74255Y870253,506$15.2M1.04%
33ACCENTURE PLC IRELANDACN42,984$15.1M1.03%
34SHERWIN WILLIAMS COSHW44,453$15.1M1.03%
35INVESCO EXCHANGE TRADED FD TIVZ300,905$15.0M1.02%
36BLACKSTONE INCBX86,704$14.9M1.02%
37CATERPILLAR INCCAT40,716$14.8M1.01%
38VANGUARD INDEX FDS92290865276,271$14.5M0.99%
39TEXAS INSTRS INC88250810477,039$14.4M0.98%
40META PLATFORMS INCMETA24,611$14.4M0.98%
41EOG RES INCEOG117,460$14.4M0.98%
42DANAHER CORPORATION23585110261,902$14.2M0.97%
43TJX COS INC NEW872540109108,062$13.1M0.89%
44NOVO-NORDISK A SNONOF150,038$12.9M0.88%
45UNION PAC CORPUNP56,335$12.8M0.88%
46LINDE PLCLIN30,429$12.7M0.87%
47CARRIER GLOBAL CORPORATIONCARR184,021$12.6M0.86%
48GALLAGHER ARTHUR J & CO36357610943,623$12.4M0.84%
49ZOETIS INCZTS75,320$12.3M0.84%
50GOLDMAN SACHS GROUP INCGSCE20,460$11.7M0.80%
51VANGUARD SPECIALIZED FUNDS92190884456,375$11.0M0.75%
52VANGUARD INDEX FDS92290873625,926$10.6M0.73%
53AMPHENOL CORP NEW032095101151,335$10.5M0.72%
54APOLLO GLOBAL MGMT INC03769M10662,693$10.4M0.71%
55ISHARES TR46428710135,236$10.2M0.69%
56TARGA RES CORPTRGP55,328$9.9M0.67%
57ROPER TECHNOLOGIES INCROP18,879$9.8M0.67%
58VANGUARD WORLD FD92191087345,536$9.7M0.66%
59ISHARES TR46428759846,029$8.5M0.58%
60ALPHABET INCGOOG41,617$7.9M0.54%
61ISHARES TR46434V449210,902$7.9M0.54%
62ENTERPRISE PRODS PARTNERS L293792107237,705$7.5M0.51%
63INTERCONTINENTAL EXCHANGE IN45866F10449,459$7.4M0.50%
64ISHARES TR46434V381119,680$7.1M0.49%
65AMAZON COM INCAMZN31,694$7.0M0.47%
66SELECT SECTOR SPDR TR81369Y40728,851$6.5M0.44%
67QUANTA SVCS INC74762E10219,902$6.3M0.43%
68ISHARES TR464288810106,872$6.2M0.43%
69APPLOVIN CORPAPP15,975$5.2M0.35%
70SELECT SECTOR SPDR TR81369Y50651,671$4.4M0.30%
71ISHARES TR46432F84262,215$4.4M0.30%
72ISHARES TR46428761410,534$4.2M0.29%
73SPDR S&P MIDCAP 400 ETF TRMDY7,380$4.2M0.29%
74CHEVRON CORP NEWCVX28,611$4.1M0.28%
75SPDR GOLD TRGLD16,860$4.1M0.28%
76JPMORGAN CHASE & CO.VYLD15,534$3.7M0.25%
77MACOM TECH SOLUTIONS HLDGS I55405Y10028,419$3.7M0.25%
78COTERRA ENERGY INCCTRA130,832$3.3M0.23%
79VANGUARD INDEX FDS92290874419,590$3.3M0.23%
80SALESFORCE INCCRM9,538$3.2M0.22%
81ISHARES TR4642872005,264$3.1M0.21%
82MASTERCARD INCORPORATEDMA5,821$3.1M0.21%
83ARISTA NETWORKS INCANET27,478$3.0M0.21%
84MAIN STR CAP CORP56035L10450,368$3.0M0.20%
85ENLINK MIDSTREAM LLC29336T100208,381$2.9M0.20%
86ISHARES TR46428760631,700$2.9M0.20%
87SELECT SECTOR SPDR TR81369Y80311,655$2.7M0.18%
88INTUITIVE SURGICAL INCISRG5,052$2.6M0.18%
89COPART INCCPRT40,348$2.3M0.16%
90VERTEX PHARMACEUTICALS INCVRTX5,681$2.3M0.16%
91SCHWAB STRATEGIC TR808524102100,334$2.3M0.16%
92STELLAR BANCORP INCSTEL79,873$2.3M0.15%
93PROCTER AND GAMBLE CO74271810913,265$2.2M0.15%
94AXON ENTERPRISE INCAXON3,696$2.2M0.15%
95VANGUARD INDEX FDS9229083633,855$2.1M0.14%
96MSCI INCMSCI3,263$2.0M0.13%
97ADVANCED MICRO DEVICES INCAMD16,038$1.9M0.13%
98ISHARES TR46428751519,213$1.9M0.13%
99BOOKING HOLDINGS INCBKNG385$1.9M0.13%
100PAYPAL HLDGS INCPYPL22,192$1.9M0.13%
101VANGUARD INDEX FDS9229085387,380$1.9M0.13%
102SPDR SER TR78464A79732,690$1.8M0.12%
103FAIR ISAAC CORPFICO879$1.8M0.12%
104EQT CORPEQT37,627$1.7M0.12%
105MERCK & CO INCMRK17,308$1.7M0.12%
106FIRST TR EXCHANGE TRADED FD33734X19213,823$1.6M0.11%
107VANGUARD INDEX FDS9229086296,184$1.6M0.11%
108ISHARES TR46436E72675,945$1.6M0.11%
109ISHARES TR46435U51564,465$1.6M0.11%
110OLD DOMINION FREIGHT LINE INODFL8,944$1.6M0.11%
111SCHWAB STRATEGIC TR80852479757,630$1.6M0.11%
112ISHARES TR46435GAA065,186$1.6M0.11%
113ISHARES TR46436E20568,680$1.6M0.11%
114SCHWAB STRATEGIC TR80852430056,003$1.6M0.11%
115WILLIAMS COS INC96945710028,132$1.5M0.10%
116LOCKHEED MARTIN CORPLMT3,111$1.5M0.10%
117PUBLIC STORAGE OPER COPSA-PS5,023$1.5M0.10%
118ISHARES TR46436E48673,310$1.5M0.10%
119INVESCO EXCH TRD SLF IDX FDIVZ66,580$1.5M0.10%
120LAM RESEARCH CORPLRCX20,450$1.5M0.10%
121GE AEROSPACE3696043018,830$1.5M0.10%
122ADOBE INCADBE3,254$1.4M0.10%
123COCA COLA COKO23,183$1.4M0.10%
124CONOCOPHILLIPSCOP14,369$1.4M0.10%
125ISHARES TR46435UAA959,207$1.4M0.10%
126INVESCO EXCH TRD SLF IDX FDIVZ60,312$1.4M0.10%
127KKR & CO INCKKRT9,350$1.4M0.09%
128NEXTERA ENERGY INCNEE-PW18,518$1.3M0.09%
129ISHARES TR4642876555,996$1.3M0.09%
130JANUS DETROIT STR TR47103U84525,910$1.3M0.09%
131APA CORPORATIONAPA54,938$1.3M0.09%
132VERALTO CORPVLTO12,378$1.3M0.09%
133PEPSICO INCPEP8,233$1.3M0.09%
134INVESCO EXCH TRD SLF IDX FDIVZ61,892$1.2M0.08%
135ISHARES TR46436E31248,940$1.2M0.08%
136INVESCO EXCH TRD SLF IDX FDIVZ61,597$1.2M0.08%
137PHILLIPS 66PSX10,467$1.2M0.08%
138EQUINIX INCEQIX1,245$1.2M0.08%
139INVESCO EXCH TRD SLF IDX FDIVZ58,032$1.2M0.08%
140ONEOK INC NEWOKE11,296$1.1M0.08%
141INVESCO EXCH TRD SLF IDX FDIVZ52,040$1.1M0.08%
142WASTE MGMT INC DEL94106L1095,587$1.1M0.08%
143ABBVIE INCABBV6,045$1.1M0.07%
144REPUBLIC SVCS INC7607591005,242$1.1M0.07%
145ISHARES TR46436E13041,840$1.1M0.07%
146BROOKFIELD CORP11271J10718,272$1.0M0.07%
147DIAMONDBACK ENERGY INCFANG6,217$1.0M0.07%
148NETFLIX INCNFLX1,138$1.0M0.07%
149VANGUARD WHITEHALL FDS92194681012,583$1.0M0.07%
150ELI LILLY & COLLY1,297$1.0M0.07%
151DEERE & CODE2,355$997,8140.07%
152INVESCO EXCH TRD SLF IDX FDIVZ52,720$966,8850.07%
153THERMO FISHER SCIENTIFIC INCTMO1,829$951,5010.06%
154PURE STORAGE INC74624M10215,486$951,3050.06%
155VONTIER CORPORATIONVNT26,060$950,4080.06%
156DISCOVER FINL SVCS2547091085,467$947,0480.06%
157WELLS FARGO CO NEW94974610112,933$908,4140.06%
158ISHARES TR4642876222,761$889,4840.06%
159DUKE ENERGY CORP NEWDUKB8,195$882,9290.06%
160CUMMINS INCCMI2,487$866,9680.06%
161TAIWAN SEMICONDUCTOR MFG LTD8740391004,337$856,5140.06%
162VANGUARD INDEX FDS9229087513,406$818,3850.06%
163INVESCO EXCH TRD SLF IDX FDIVZ37,910$811,0540.06%
164INVESCO EXCH TRD SLF IDX FDIVZ49,470$809,8240.06%
165LENNOX INTL INC5261071071,285$782,9510.05%
166MARATHON PETE CORPMARA5,608$782,3160.05%
167WISDOMTREE TRWT15,535$781,7210.05%
168NIKE INCNKE10,249$775,5420.05%
169EMERSON ELEC COEMR6,093$755,1050.05%
170SERVICENOW INCNOW709$751,6250.05%
171KINDER MORGAN INC DELEP-PC25,962$711,3590.05%
172INVESCO EXCHANGE TRADED FD TIVZ3,950$692,1590.05%
173CROWDSTRIKE HLDGS INCCRWD2,000$684,3200.05%
174IDEX CORP45167R1043,221$674,1230.05%
175ARES CAPITAL CORPARCC30,403$665,5220.05%
176CAL MAINE FOODS INCCALM6,321$650,5570.04%
177PROLOGIS INC.PLDGP6,002$634,4110.04%
178PAYCHEX INCPAYX4,497$630,5690.04%
179VISTRA CORPVST4,435$611,4530.04%
180VALERO ENERGY CORPVLO4,947$606,4530.04%
181PROSHARES TR74347X8317,436$588,4110.04%
182CONSTELLATION ENERGY CORPCEG2,625$587,2390.04%
183AMERIPRISE FINL INC03076C1061,101$586,2050.04%
184FLOTEK INDS INC DEL34338940961,420$585,3330.04%
185TESLA INCTSLA1,428$576,6840.04%
186ILLINOIS TOOL WKS INC4523081092,208$559,7450.04%
187ENBRIDGE INCENNPF13,076$554,8150.04%
188ISHARES TR4642874996,257$553,1190.04%
189VERTIV HOLDINGS COVRT4,845$550,4400.04%
190ISHARES TR4642873095,222$530,1900.04%
191PULTE GROUP INC7458671014,800$522,7200.04%
192BROADRIDGE FINL SOLUTIONS IN11133T1032,244$507,3460.03%
193ALPS ETF TR00162Q45210,375$499,6600.03%
194ABBOTT LABSABLZF4,409$498,7290.03%
195WORLD GOLD TRGLDW9,500$493,9050.03%
196JOHNSON & JOHNSONJNJ3,357$485,4500.03%
197VIPER ENERGY INCVNOM9,160$449,4810.03%
198INVESCO EXCH TRADED FD TR IIIVZ6,347$444,3000.03%
199ENTERGY CORP NEWENO5,584$423,3790.03%
200HONEYWELL INTL INC4385161061,852$418,3480.03%
201CARLYLE GROUP INCCGABL8,200$414,0180.03%
202SYSCO CORPSYY5,299$405,1430.03%
203ECOLAB INCECL1,726$404,4360.03%
204ORACLE CORPORCL-PD2,415$402,4360.03%
205UNITED PARCEL SERVICE INCUPS3,142$396,2060.03%
206DUPONT DE NEMOURS INCDD5,140$391,9250.03%
207LOWES COS INC5486611071,566$386,4890.03%
208ISHARES TR4642878043,254$374,9260.03%
209AMETEK INCAME2,064$372,0570.03%
210LAMAR ADVERTISING CO NEWLAMR3,043$370,4550.03%
211VANGUARD INDEX FDS9229085951,295$362,6780.02%
212MURPHY USA INCMUSA693$347,7130.02%
213ISHARES TR46438G65313,175$335,3040.02%
214ISHARES TR4642875075,340$332,7350.02%
215ATLASSIAN CORPORATIONTEAM1,350$328,5630.02%
216INVESCO EXCH TRD SLF IDX FDIVZ20,420$327,7410.02%
217LANDBRIDGE COMPANY LLCLB5,000$323,0000.02%
218ISHARES TR4642872263,328$322,4830.02%
219INDEPENDENT BANK GROUP INCINDB5,254$318,7300.02%
220MORGAN STANLEYMS-PQ2,533$318,4490.02%
221NORTHROP GRUMMAN CORPNOC655$307,3850.02%
222PROSHARES TR74347R2062,814$304,5870.02%
223INVESCO EXCH TRD SLF IDX FDIVZ11,860$304,5650.02%
224TRAVELERS COMPANIES INCTRV1,234$297,2580.02%
225CARMAX INCKMX3,589$293,4370.02%
226DEVON ENERGY CORP NEW25179M1038,952$292,9990.02%
227SPDR SER TR78464A7895,160$291,6430.02%
228THE CIGNA GROUP1255231001,027$283,5960.02%
229ISHARES SILVER TRSLV10,600$279,0980.02%
230EXPEDIA GROUP INCEXPE1,486$276,8860.02%
231IRON MTN INC DEL46284V1012,600$273,2860.02%
232TRANE TECHNOLOGIES PLCTT730$269,6260.02%
233EXELON CORPEXC7,125$268,1850.02%
234ISHARES TR4642887601,820$264,5370.02%
235CHUBB LIMITEDCB943$260,5510.02%
236LITTELFUSE INCLFUS1,081$254,7380.02%
237TECHNIPFMC PLCFTI8,500$245,9900.02%
238PUBLIC SVC ENTERPRISE GRP IN7445731062,897$244,7680.02%
239ISHARES TR46436E1639,720$242,8060.02%
240ISHARES TR46438G6879,490$240,7140.02%
241ISHARES TR46435U3259,500$239,2100.02%
242SHOPIFY INCSHOP2,230$237,1160.02%
243SPDR SER TR78464A8543,420$235,7750.02%
244NUCOR CORPNUE2,008$234,3540.02%
245INVESCO EXCHANGE TRADED FD TIVZ4,830$233,8600.02%
246AMGEN INCAMGN885$230,6660.02%
247ANALOG DEVICES INCADI1,079$229,2440.02%
248ISHARES TR4642874081,194$227,9110.02%
249AVALONBAY CMNTYS INCAWX1,035$227,6690.02%
250SCHWAB STRATEGIC TR8085242019,606$222,6670.02%
251BANK AMERICA CORP0605051045,058$222,2990.02%
252KIMBERLY-CLARK CORPKMB1,683$220,5400.02%
253HARTFORD FINL SVCS GROUP INCHIG-PG2,000$218,8000.01%
254SPX TECHNOLOGIES INCSPXC1,500$218,2800.01%
255ISHARES TR4642878871,600$216,5920.01%
256ISHARES INC46434G1034,100$214,1020.01%
257SELECT SECTOR SPDR TR81369Y6054,400$212,6520.01%
258OCCIDENTAL PETE CORP6745991054,278$211,3760.01%
259DIGITAL RLTY TR INC2538681031,174$208,1850.01%
260FORD MTR CO34537086010,188$100,8610.01%
261UNITED STATES ANTIMONY CORPUAMY25,300$44,7810.00%
262VERU INCVERU60,000$39,0300.00%