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Segment Wealth Management, LLC

Q1 2024 Holdings

Filed 2024-04-24 | 254 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc del(BRK/A)CL A084670108$45.0M713.4%
S&P Global Inc(SPGI)COM78409V104$46.7M109,7803.5%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$61.1M145,3854.6%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$76.2M293,1525.8%
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