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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 2025 · Filed April 22, 2025 · Accession 0001085146-25-002215

Total Value
$1.48B
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769321,022$88.2M5.97%
2BERKSHIRE HATHAWAY INC DELBRK-A158,582$84.5M5.71%
3BERKSHIRE HATHAWAY INC DELBRK-A71$56.7M3.84%
4S&P GLOBAL INCSPGI89,710$45.6M3.08%
5INVESCO QQQ TRIVZ79,669$37.4M2.53%
6APPLE INCAAPL152,498$33.9M2.29%
7BROADCOM INCAVGO197,403$33.1M2.24%
8MICROSOFT CORPMSFT71,322$26.8M1.81%
9VISA INCV65,833$23.1M1.56%
10WALMART INCWMT259,332$22.8M1.54%
11GARMIN LTDGRMN104,512$22.7M1.54%
12EXXON MOBIL CORPXOM182,623$21.7M1.47%
13GE VERNOVA INCGEV70,022$21.4M1.45%
14MCKESSON CORPMCK31,349$21.1M1.43%
15CINTAS CORPCTAS100,891$20.7M1.40%
16COSTCO WHSL CORP NEW22160K10521,411$20.3M1.37%
17SPDR S&P 500 ETF TRSPY35,791$20.0M1.35%
18STRYKER CORPORATIONSYK52,476$19.5M1.32%
19INTUITINTU31,687$19.5M1.32%
20MARSH & MCLENNAN COS INC57174810279,039$19.3M1.30%
21AUTOMATIC DATA PROCESSING INADP59,232$18.1M1.22%
22ALLSTATE CORPALL-PJ87,092$18.0M1.22%
23HOME DEPOT INCHD47,427$17.4M1.18%
24PARKER-HANNIFIN CORPPH28,345$17.2M1.17%
25MCDONALDS CORPMCD54,672$17.1M1.16%
26MOTOROLA SOLUTIONS INCMSI38,565$16.9M1.14%
27UNITEDHEALTH GROUP INCUNH31,808$16.7M1.13%
28ASML HOLDING N VASMLF25,042$16.6M1.12%
29NVIDIA CORPORATIONNVDA148,263$16.1M1.09%
30SHERWIN WILLIAMS COSHW44,868$15.7M1.06%
31EOG RES INCEOG120,145$15.4M1.04%
32GALLAGHER ARTHUR J & CO36357610943,807$15.1M1.02%
33PRINCIPAL EXCHANGE TRADED FD74255Y870256,306$14.6M0.98%
34LINDE PLCLIN31,004$14.4M0.98%
35TEXAS INSTRS INC88250810479,734$14.3M0.97%
36MARRIOTT INTL INC NEW57190320259,964$14.3M0.97%
37META PLATFORMS INCMETA24,677$14.2M0.96%
38CATERPILLAR INCCAT41,943$13.8M0.94%
39ACCENTURE PLC IRELANDACN44,315$13.8M0.94%
40INVESCO EXCHANGE TRADED FD TIVZ295,580$13.6M0.92%
41ALPHABET INCGOOG87,505$13.5M0.92%
42UNION PAC CORPUNP56,864$13.4M0.91%
43BLACKSTONE INCBX95,919$13.4M0.91%
44TJX COS INC NEW872540109109,380$13.3M0.90%
45DANAHER CORPORATION23585110264,533$13.2M0.89%
46VANGUARD INDEX FDS92290865275,171$12.9M0.88%
47TARGA RES CORPTRGP58,931$11.8M0.80%
48CARRIER GLOBAL CORPORATIONCARR184,958$11.7M0.79%
49ZOETIS INCZTS70,648$11.6M0.79%
50ROPER TECHNOLOGIES INCROP19,033$11.2M0.76%
51GOLDMAN SACHS GROUP INCGSCE20,489$11.2M0.76%
52NOVO-NORDISK A SNONOF156,917$10.9M0.74%
53VANGUARD SPECIALIZED FUNDS92190884455,346$10.7M0.73%
54AMPHENOL CORP NEW032095101151,871$10.0M0.67%
55VANGUARD INDEX FDS92290873625,926$9.6M0.65%
56ISHARES TR46428710134,193$9.3M0.63%
57ENTERPRISE PRODS PARTNERS L293792107251,485$8.6M0.58%
58APOLLO GLOBAL MGMT INC03769M10662,693$8.6M0.58%
59INTERCONTINENTAL EXCHANGE IN45866F10449,763$8.6M0.58%
60ISHARES TR46434V449214,182$8.6M0.58%
61ISHARES TR46428759843,508$8.2M0.55%
62ALPHABET INCGOOG43,302$6.8M0.46%
63MAIN STR CAP CORP56035L104117,994$6.7M0.45%
64ISHARES TR46434V381111,663$6.4M0.43%
65ISHARES TR464288810104,435$6.3M0.43%
66AMAZON COM INCAMZN30,762$5.9M0.40%
67VANGUARD SCOTTSDALE FDS92206C70695,426$5.7M0.38%
68SELECT SECTOR SPDR TR81369Y40728,481$5.6M0.38%
69QUANTA SVCS INC74762E10221,362$5.4M0.37%
70SPDR GOLD TRGLD17,860$5.1M0.35%
71CHEVRON CORP NEWCVX29,245$4.9M0.33%
72VANGUARD WORLD FD92191087324,245$4.9M0.33%
73JPMORGAN CHASE & CO.VYLD19,110$4.7M0.32%
74ISHARES TR46432F84258,755$4.4M0.30%
75ONEOK INC NEWOKE44,245$4.4M0.30%
76WORLD GOLD TRGLDW66,154$4.1M0.28%
77APPLOVIN CORPAPP15,401$4.1M0.28%
78ISHARES TR46428761410,534$3.8M0.26%
79COTERRA ENERGY INCCTRA130,836$3.8M0.26%
80SPDR S&P MIDCAP 400 ETF TRMDY6,930$3.7M0.25%
81MASTERCARD INCORPORATEDMA6,417$3.5M0.24%
82VANGUARD INDEX FDS92290874419,590$3.4M0.23%
83VERTEX PHARMACEUTICALS INCVRTX5,692$2.8M0.19%
84SALESFORCE INCCRM10,179$2.7M0.18%
85ISHARES TR4642872004,838$2.7M0.18%
86ISHARES TR46428760631,700$2.6M0.18%
87INTUITIVE SURGICAL INCISRG5,230$2.6M0.18%
88PROCTER AND GAMBLE CO74271810914,768$2.5M0.17%
89SELECT SECTOR SPDR TR81369Y80311,585$2.4M0.16%
90COPART INCCPRT42,018$2.4M0.16%
91FERRARI N VRACE5,524$2.4M0.16%
92TESLA INCTSLA8,577$2.2M0.15%
93STELLAR BANCORP INCSTEL79,906$2.2M0.15%
94ARISTA NETWORKS INCANET28,444$2.2M0.15%
95SCHWAB STRATEGIC TR808524102100,654$2.2M0.15%
96SHOPIFY INCSHOP22,282$2.1M0.14%
97EQT CORPEQT37,700$2.0M0.14%
98MSCI INCMSCI3,525$2.0M0.13%
99VANGUARD INDEX FDS9229083633,855$2.0M0.13%
100AXON ENTERPRISE INCAXON3,666$1.9M0.13%
101WILLIAMS COS INC96945710031,536$1.9M0.13%
102BOOKING HOLDINGS INCBKNG403$1.9M0.13%
103ISHARES TR46436E72682,235$1.8M0.12%
104GE AEROSPACE3696043018,695$1.7M0.12%
105SPDR SER TR78464A79732,690$1.7M0.12%
106ISHARES TR46436E20574,570$1.7M0.12%
107FAIR ISAAC CORPFICO932$1.7M0.12%
108JANUS DETROIT STR TR47103U84533,840$1.7M0.12%
109PHILLIPS 66PSX13,700$1.7M0.11%
110ISHARES TR46436E48681,130$1.7M0.11%
111ISHARES TR46428751518,888$1.7M0.11%
112COCA COLA COKO22,661$1.6M0.11%
113ISHARES TR46435U51564,085$1.6M0.11%
114NEXTERA ENERGY INCNEE-PW22,717$1.6M0.11%
115VANGUARD INDEX FDS9229086296,193$1.6M0.11%
116ISHARES TR46435GAA064,146$1.6M0.11%
117MERCADOLIBRE INCMELI796$1.6M0.11%
118INVESCO EXCH TRD SLF IDX FDIVZ67,330$1.5M0.10%
119PUBLIC STORAGE OPER COPSA-PS4,979$1.5M0.10%
120LAM RESEARCH CORPLRCX20,410$1.5M0.10%
121MERCK & CO INCMRK16,503$1.5M0.10%
122CONOCOPHILLIPSCOP13,967$1.5M0.10%
123ISHARES TR46435UAA959,387$1.4M0.10%
124LOCKHEED MARTIN CORPLMT3,111$1.4M0.09%
125PEPSICO INCPEP9,230$1.4M0.09%
126ISHARES TR46436E31254,960$1.4M0.09%
127WASTE MGMT INC DEL94106L1095,900$1.4M0.09%
128INVESCO EXCH TRD SLF IDX FDIVZ58,542$1.4M0.09%
129MACOM TECH SOLUTIONS HLDGS I55405Y10013,419$1.3M0.09%
130SCHWAB STRATEGIC TR80852430053,213$1.3M0.09%
131ADOBE INCADBE3,352$1.3M0.09%
132REPUBLIC SVCS INC7607591005,264$1.3M0.09%
133FIRST TR EXCHANGE TRADED FD33734X19212,250$1.3M0.08%
134INVESCO EXCH TRD SLF IDX FDIVZ63,792$1.2M0.08%
135NETFLIX INCNFLX1,315$1.2M0.08%
136ABBVIE INCABBV5,845$1.2M0.08%
137INVESCO EXCH TRD SLF IDX FDIVZ59,932$1.2M0.08%
138ISHARES TR46436E13047,100$1.2M0.08%
139INVESCO EXCH TRD SLF IDX FDIVZ61,572$1.2M0.08%
140ISHARES TR4642876555,896$1.2M0.08%
141VERALTO CORPVLTO11,932$1.2M0.08%
142KKR & CO INCKKRT9,975$1.2M0.08%
143ELI LILLY & COLLY1,384$1.1M0.08%
144INVESCO EXCH TRD SLF IDX FDIVZ52,810$1.1M0.08%
145DUKE ENERGY CORP NEWDUKB9,124$1.1M0.08%
146DEERE & CODE2,245$1.1M0.07%
147APA CORPORATIONAPA50,000$1.1M0.07%
148PAYCHEX INCPAYX6,664$1.0M0.07%
149LOWES COS INC5486611074,364$1.0M0.07%
150VANGUARD WHITEHALL FDS92194681012,183$1.0M0.07%
151KINDER MORGAN INC DELEP-PC34,702$990,0590.07%
152VANGUARD INDEX FDS9229085384,030$985,8990.07%
153INVESCO EXCH TRD SLF IDX FDIVZ53,120$984,3140.07%
154ABBOTT LABSABLZF7,306$969,1910.07%
155EQUINIX INCEQIX1,185$966,1900.07%
156BROOKFIELD CORP11271J10718,272$957,6360.06%
157SCHWAB STRATEGIC TR80852479733,900$947,8440.06%
158DISCOVER FINL SVCS2547091085,550$947,3850.06%
159WELLS FARGO CO NEW94974610113,157$944,5410.06%
160ILLINOIS TOOL WKS INC4523081093,549$880,0810.06%
161EMERSON ELEC COEMR7,876$863,5250.06%
162VONTIER CORPORATIONVNT26,060$856,0710.06%
163THERMO FISHER SCIENTIFIC INCTMO1,700$845,9200.06%
164ISHARES TR4642876222,751$843,8420.06%
165INVESCO EXCH TRD SLF IDX FDIVZ39,915$841,4080.06%
166MARATHON PETE CORPMARA5,743$836,6980.06%
167INVESCO EXCH TRD SLF IDX FDIVZ50,270$833,9790.06%
168CHUBB LIMITEDCB2,747$829,5670.06%
169MPLX LPMPLXP15,447$826,7230.06%
170WISDOMTREE TRWT15,505$780,3670.05%
171CUMMINS INCCMI2,487$779,5250.05%
172CROWDSTRIKE HLDGS INCCRWD2,200$775,6760.05%
173VANGUARD INDEX FDS9229087513,413$756,9270.05%
174TAIWAN SEMICONDUCTOR MFG LTD8740391004,422$734,0520.05%
175SERVICENOW INCNOW921$733,2450.05%
176ARES CAPITAL CORPARCC32,723$725,1420.05%
177PROLOGIS INC.PLDGP6,199$692,9860.05%
178PURE STORAGE INC74624M10215,486$685,5650.05%
179INVESCO EXCHANGE TRADED FD TIVZ3,950$684,2590.05%
180VALERO ENERGY CORPVLO5,102$673,8210.05%
181TORTOISE ENERGY INFRA CORPTYG15,000$645,7500.04%
182JOHNSON & JOHNSONJNJ3,892$645,3690.04%
183CONSTELLATION ENERGY CORPCEG3,018$608,5190.04%
184SPDR SER TR78464A8548,983$590,7220.04%
185IDEX CORP45167R1043,221$582,9040.04%
186ANALOG DEVICES INCADI2,879$580,6080.04%
187LENNOX INTL INC5261071071,035$580,4590.04%
188BROADRIDGE FINL SOLUTIONS IN11133T1032,371$574,8730.04%
189CAL MAINE FOODS INCCALM6,321$574,5790.04%
190ENBRIDGE INCENNPF12,679$561,8060.04%
191AMGEN INCAMGN1,761$548,6400.04%
192ISHARES TR4642874996,449$548,6160.04%
193ALPS ETF TR00162Q45210,375$538,8780.04%
194AMERIPRISE FINL INC03076C1061,101$533,0050.04%
195ENTERGY CORP NEWENO6,062$518,2400.04%
196FLOTEK INDS INC DEL34338940961,420$511,6290.03%
197VISTRA CORPVST4,348$510,6290.03%
198ISHARES TR4642873095,426$503,6960.03%
199DIAMONDBACK ENERGY INCFANG3,017$482,3580.03%
200CISCO SYS INCCSCO7,770$479,4870.03%
201AFLAC INCAFL4,271$474,8920.03%
202INVESCO EXCH TRADED FD TR IIIVZ6,334$473,2550.03%
203MORGAN STANLEYMS-PQ3,825$446,2630.03%
204PHILIP MORRIS INTL INC7181721092,788$442,5390.03%
205VIPER ENERGY INCVNOM9,520$429,8280.03%
206PROSHARES TR74347X8317,436$426,0830.03%
207GENERAL DYNAMICS CORPGD1,563$426,0430.03%
208TRAVELERS COMPANIES INCTRV1,609$425,5160.03%
209ECOLAB INCECL1,671$423,6320.03%
210WEC ENERGY GROUP INCWEC3,856$420,2270.03%
211ISHARES TR46438G65316,225$418,3680.03%
212AMETEK INCAME2,423$417,0950.03%
213SYSCO CORPSYY5,332$400,1020.03%
214BLACKROCK INCBLK421$398,4680.03%
215LAMAR ADVERTISING CO NEWLAMR3,470$394,8170.03%
216HONEYWELL INTL INC4385161061,852$392,1610.03%
217ORACLE CORPORCL-PD2,775$387,9730.03%
218EXELON CORPEXC8,172$376,5660.03%
219CMS ENERGY CORPCMS-PC5,008$376,1510.03%
220LANDBRIDGE COMPANY LLCLB5,000$359,7000.02%
221VERTIV HOLDINGS COVRT4,955$357,7510.02%
222CARLYLE GROUP INCCGABL8,200$357,4380.02%
223DEVON ENERGY CORP NEW25179M1039,497$355,1880.02%
224BANK AMERICA CORP0605051048,390$350,1150.02%
225UNITED PARCEL SERVICE INCUPS3,142$345,5890.02%
226ISHARES TR4642878043,254$340,2710.02%
227THE CIGNA GROUP1255231001,027$337,8830.02%
228VANGUARD INDEX FDS9229085951,340$337,3720.02%
229INVESCO EXCH TRD SLF IDX FDIVZ13,165$335,5760.02%
230INVESCO EXCH TRD SLF IDX FDIVZ20,420$333,0500.02%
231ISHARES TR4642872263,347$331,0850.02%
232ISHARES SILVER TRSLV10,600$328,4940.02%
233MURPHY USA INCMUSA693$325,5780.02%
234DUPONT DE NEMOURS INCDD4,310$321,8710.02%
235NORTHROP GRUMMAN CORPNOC622$318,4700.02%
236RTX CORPORATIONRTX2,381$315,3870.02%
237ISHARES TR4642875075,340$311,5890.02%
238XCEL ENERGY INCXELLL4,307$304,8930.02%
239ANTERO MIDSTREAM CORPAM16,510$297,1800.02%
240SOUTHSTATE CORPORATIONSSB3,168$294,0820.02%
241FACTSET RESH SYS INC303075105644$292,7880.02%
242PUBLIC SVC ENTERPRISE GRP IN7445731063,536$291,0130.02%
243ATLASSIAN CORPORATIONTEAM1,350$286,4840.02%
244CARMAX INCKMX3,589$279,6550.02%
245TARGET CORPTGT2,672$278,8900.02%
246ISHARES TR4642887601,820$278,6420.02%
247AMERICAN WTR WKS CO INC NEW0304201031,858$274,0920.02%
248SPDR SER TR78464A7894,460$269,9640.02%
249TECHNIPFMC PLCFTI8,500$269,3650.02%
250GRAINGER W W INC384802104272$268,6900.02%
251L3HARRIS TECHNOLOGIES INCLHX1,281$268,1260.02%
252EXTRA SPACE STORAGE INCEXR1,781$264,4610.02%
253AVALONBAY CMNTYS INCAWX1,186$254,5390.02%
254CAMECO CORPCCJ6,150$253,1340.02%
255TRANE TECHNOLOGIES PLCTT747$251,6790.02%
256PROSHARES TR74347R2062,814$250,1080.02%
257EXPEDIA GROUP INCEXPE1,486$249,7970.02%
258HARTFORD INSURANCE GROUP INCHIG-PG2,000$247,4600.02%
259ISHARES TR46436E1639,720$243,3890.02%
260NUCOR CORPNUE2,008$241,6430.02%
261ISHARES TR46438G6879,490$241,0460.02%
262ISHARES TR46435U3259,500$240,2550.02%
263KIMBERLY-CLARK CORPKMB1,683$239,3560.02%
264OREILLY AUTOMOTIVE INC67103H107166$237,8080.02%
265AMERICAN TOWER CORP NEW03027X1001,042$226,7390.02%
266CONSOLIDATED EDISON INCED2,039$225,4930.02%
267IRON MTN INC DEL46284V1012,578$221,8110.02%
268ADVANCED MICRO DEVICES INCAMD2,139$219,7610.01%
269SELECT SECTOR SPDR TR81369Y6054,400$219,1640.01%
270LITTELFUSE INCLFUS1,081$212,6760.01%
271SCHWAB STRATEGIC TR8085242019,606$212,1000.01%
272INVESCO EXCHANGE TRADED FD TIVZ4,830$211,6990.01%
273DIGITAL RLTY TR INC2538681031,445$207,0540.01%
274AMERICAN INTL GROUP INC0268747842,373$206,3090.01%
275DOLLAR GEN CORP NEW2566771052,322$204,1730.01%
276MANAGED PORTFOLIO SERIES56167N7205,570$202,5810.01%
277ISHARES TR4642874081,054$200,8710.01%
278FORD MTR CO34537086010,188$102,1860.01%
279ALPHATEC HLDGS INCATEC10,000$101,4000.01%
280UNITED STATES ANTIMONY CORPUAMY25,300$55,6600.00%
281VERU INCVERU60,000$29,4060.00%
282NVIDIA CORPORATIONNVDA200$21,6760.00%