Segment Wealth Management, LLC Diversified Active

CIK: 0001575581 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 21, 2015

Total Value ($000): $288,007 (100.0% shares, 0.0% debt)

Holdings (173)

ECL ECOLAB INC 8.2%
Value ($000) $23,522 Shares 208,033 Est. Cost $94.25 Unrealized +8.5%
XOM EXXON MOBIL CORP 3.7%
Value ($000) $10,763 Shares 129,364 Est. Cost $53.85 Unrealized +0.8%
IWD ISHARES TR 3.2%
Value ($000) $9,130 Shares 88,513 Est. Cost $85.59 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.5%
Value ($000) $7,210 Shares 241,210 Est. Cost $47.48 Unrealized
VTI VANGUARD INDEX FDS 2.4%
Value ($000) $7,005 Shares 65,456 Est. Cost $92.16 Unrealized
CTRA CABOT OIL & GAS CORP 2.0%
Value ($000) $5,729 Shares 181,639 Est. Cost $25.92 Unrealized -6.6%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $5,016 Shares 51,996 Est. Cost $71.22 Unrealized -6.7%
WHOLE FOODS MKT INC 1.7%
Value ($000) $5,011 Shares 127,048 Est. Cost $51.48 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $4,821 Shares 38,433 Est. Cost $21.69 Unrealized +31.6%
APACHE CORP 1.7%
Value ($000) $4,770 Shares 82,767 Est. Cost $87.70 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.6%
Value ($000) $4,749 Shares 17,382 Est. Cost $231.02 Unrealized
KMI KINDER MORGAN INC DEL 1.6%
Value ($000) $4,674 Shares 121,738 Est. Cost $22.33 Unrealized +9.0%
XLV SELECT SECTOR SPDR TR 1.5%
Value ($000) $4,416 Shares 59,364 Est. Cost $50.44 Unrealized
POWERSHARES QQQ TRUST 1.5%
Value ($000) $4,220 Shares 39,413 Est. Cost $90.36 Unrealized
MO ALTRIA GROUP INC 1.4%
Value ($000) $4,017 Shares 82,129 Est. Cost $18.10 Unrealized +39.5%
PFE PFIZER INC 1.4%
Value ($000) $3,980 Shares 118,686 Est. Cost $17.30 Unrealized +20.1%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,964 Shares 40,671 Est. Cost $63.92 Unrealized +16.5%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $3,944 Shares 32,330 Est. Cost $65.47 Unrealized +52.1%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $3,746 Shares 17,942 Est. Cost $124.55 Unrealized +32.2%
BA BOEING CO 1.3%
Value ($000) $3,678 Shares 26,517 Est. Cost $103.09 Unrealized +25.0%
NKE NIKE INC 1.3%
Value ($000) $3,678 Shares 34,052 Est. Cost $29.41 Unrealized +52.3%
AIG AMERICAN INTL GROUP INC 1.2%
Value ($000) $3,551 Shares 57,448 Est. Cost $36.64 Unrealized +24.2%
MTSI MA COM TECHNOLOGY SOLUTIONS 1.2%
Value ($000) $3,487 Shares 91,172 Est. Cost $15.88 Unrealized +132.5%
MMM 3M CO 1.2%
Value ($000) $3,443 Shares 22,311 Est. Cost $69.72 Unrealized +36.0%
MRK MERCK & CO INC NEW 1.2%
Value ($000) $3,377 Shares 59,322 Est. Cost $32.08 Unrealized +25.4%
GENERAL ELECTRIC CO 1.2%
Value ($000) $3,376 Shares 127,066 Est. Cost $24.28 Unrealized
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $3,359 Shares 39,604 Est. Cost $63.42 Unrealized +3.9%
OEF ISHARES TR 1.1%
Value ($000) $3,266 Shares 35,952 Est. Cost $73.48 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 1.1%
Value ($000) $3,084 Shares 77,777 Est. Cost $39.65 Unrealized
PSX PHILLIPS 66 1.0%
Value ($000) $3,019 Shares 37,457 Est. Cost $45.91 Unrealized +16.9%
PAA PLAINS ALL AMERN PIPELINE L 1.0%
Value ($000) $2,991 Shares 68,639 Est. Cost $54.51 Unrealized
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $2,986 Shares 72,580 Est. Cost $25.13 Unrealized +22.8%
TGT TARGET CORP 1.0%
Value ($000) $2,984 Shares 36,563 Est. Cost $43.04 Unrealized +37.2%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,970 Shares 63,710 Est. Cost $27.06 Unrealized +4.7%
HD HOME DEPOT INC 1.0%
Value ($000) $2,852 Shares 25,668 Est. Cost $65.46 Unrealized +33.0%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $2,840 Shares 36,298 Est. Cost $58.65 Unrealized +2.2%
WEINGARTEN RLTY INVS 1.0%
Value ($000) $2,810 Shares 85,950 Est. Cost $31.22 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.9%
Value ($000) $2,694 Shares 47,507 Est. Cost $35.58 Unrealized +35.1%
KKR & CO L P DEL 0.9%
Value ($000) $2,663 Shares 116,550 Est. Cost $20.77 Unrealized
IDV ISHARES 0.9%
Value ($000) $2,603 Shares 80,512 Est. Cost $32.33 Unrealized
MCD MCDONALDS CORP 0.9%
Value ($000) $2,589 Shares 27,228 Est. Cost $71.61 Unrealized +3.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.9%
Value ($000) $2,515 Shares 42,559 Est. Cost $46.37 Unrealized
HEWLETT PACKARD CO 0.9%
Value ($000) $2,496 Shares 83,169 Est. Cost $25.35 Unrealized
AEP AMERICAN ELEC PWR INC 0.9%
Value ($000) $2,492 Shares 47,046 Est. Cost $32.10 Unrealized +18.4%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $2,485 Shares 31,968 Est. Cost $65.55 Unrealized +3.8%
ABBV ABBVIE INC 0.9%
Value ($000) $2,466 Shares 36,703 Est. Cost $28.78 Unrealized +47.1%
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $2,388 Shares 22,306 Est. Cost $95.45 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $2,350 Shares 29,291 Est. Cost $54.82 Unrealized +23.3%
HUN HUNTSMAN CORP 0.8%
Value ($000) $2,309 Shares 104,631 Est. Cost $23.15 Unrealized -2.3%
GLD SPDR GOLD TRUST 0.8%
Value ($000) $2,295 Shares 20,427 Est. Cost $119.26 Unrealized
EMR EMERSON ELEC CO 0.8%
Value ($000) $2,243 Shares 40,473 Est. Cost $42.76 Unrealized +3.4%
CNP CENTERPOINT ENERGY INC 0.8%
Value ($000) $2,218 Shares 116,560 Est. Cost $15.41 Unrealized -8.9%
CSCO CISCO SYS INC 0.7%
Value ($000) $2,141 Shares 78,016 Est. Cost $18.46 Unrealized +11.8%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,130 Shares 10,346 Est. Cost $198.88 Unrealized
XLU SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,130 Shares 51,370 Est. Cost $39.41 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,100 Shares 86,153 Est. Cost $19.92 Unrealized
E M C CORP MASS 0.7%
Value ($000) $2,069 Shares 78,397 Est. Cost $29.02 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.7%
Value ($000) $2,055 Shares 28,008 Est. Cost $64.67 Unrealized
TYCO INTL PLC 0.7%
Value ($000) $2,022 Shares 52,557 Est. Cost $43.72 Unrealized
USB US BANCORP DEL 0.7%
Value ($000) $1,987 Shares 45,781 Est. Cost $26.58 Unrealized +12.5%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $1,906 Shares 22,868 Est. Cost $73.86 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $1,882 Shares 38,342 Est. Cost $30.36 Unrealized +29.6%
ET ENERGY TRANSFER EQUITY L P 0.6%
Value ($000) $1,824 Shares 28,418 Est. Cost $57.16 Unrealized
PNR PENTAIR PLC 0.6%
Value ($000) $1,801 Shares 26,202 Est. Cost $38.67 Unrealized -8.4%
EOG EOG RES INC 0.6%
Value ($000) $1,749 Shares 19,979 Est. Cost $61.18 Unrealized +10.9%
IJK ISHARES TR 0.5%
Value ($000) $1,343 Shares 7,925 Est. Cost $171.48 Unrealized
MDT MEDTRONIC PLC 0.5%
Value ($000) $1,341 Shares 18,102 Est. Cost $58.10 Unrealized +1.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,205 Shares 8,855 Est. Cost $129.17 Unrealized +10.4%
VERTEX ENERGY INC 0.4%
Value ($000) $1,178 Shares 497,120 Est. Cost $3.77 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,094 Shares 11,300 Est. Cost $63.81 Unrealized +26.4%
VIG VANGUARD SPECIALIZED PORTFOL 0.4%
Value ($000) $1,072 Shares 13,643 Est. Cost $76.17 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.4%
Value ($000) $1,065 Shares 31,950 Est. Cost $31.78 Unrealized
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,019 Shares 35,351 Est. Cost $27.85 Unrealized +3.0%
KO COCA COLA CO 0.3%
Value ($000) $956 Shares 24,374 Est. Cost $27.68 Unrealized +4.9%
ONEOK PARTNERS LP 0.3%
Value ($000) $882 Shares 25,940 Est. Cost $52.31 Unrealized
WILLIAMS PARTNERS L P NEW 0.3%
Value ($000) $852 Shares 17,596 Est. Cost $49.19 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $849 Shares 6,580 Est. Cost $131.00 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.3%
Value ($000) $782 Shares 26,479 Est. Cost $24.86 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $736 Shares 10,877 Est. Cost $40.91 Unrealized +20.1%
TC PIPELINES LP 0.2%
Value ($000) $713 Shares 12,500 Est. Cost $48.32 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $690 Shares 9,770 Est. Cost $49.69 Unrealized -2.0%
T AT&T INC 0.2%
Value ($000) $674 Shares 18,964 Est. Cost $11.52 Unrealized +6.0%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $665 Shares 9,480 Est. Cost $45.31 Unrealized -4.4%
ENERGY TRANSFER PRTNRS L P 0.2%
Value ($000) $634 Shares 12,150 Est. Cost $54.83 Unrealized
NORTHERN TIER ENERGY LP 0.2%
Value ($000) $606 Shares 25,500 Est. Cost $25.42 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $558 Shares 3,223 Est. Cost $84.90 Unrealized +27.4%
SUNOCO LOGISTICS PRTNRS L P 0.2%
Value ($000) $551 Shares 14,484 Est. Cost $55.75 Unrealized
ANADARKO PETE CORP 0.2%
Value ($000) $551 Shares 7,061 Est. Cost $84.84 Unrealized
CEDAR FAIR L P 0.2%
Value ($000) $550 Shares 10,100 Est. Cost $42.64 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $549 Shares 8,400 Est. Cost $44.47 Unrealized +19.1%
ALLIANCEBERNSTEIN NATL MUNI 0.2%
Value ($000) $505 Shares 38,216 Est. Cost $13.18 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $504 Shares 5,877 Est. Cost $27.50 Unrealized +194.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $480 Shares 2,583 Est. Cost $147.13 Unrealized -1.7%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $474 Shares 5,494 Est. Cost $53.20 Unrealized +25.5%
UNP UNION PAC CORP 0.2%
Value ($000) $466 Shares 4,881 Est. Cost $66.10 Unrealized +24.0%
BXP BOSTON PROPERTIES INC 0.2%
Value ($000) $465 Shares 3,844 Est. Cost $64.33 Unrealized +33.6%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $462 Shares 2,888 Est. Cost $86.71 Unrealized +34.4%
INVESCO MUN TR 0.2%
Value ($000) $445 Shares 37,000 Est. Cost $12.23 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $444 Shares 3,792 Est. Cost $57.07 Unrealized +33.1%
PSA PUBLIC STORAGE 0.2%
Value ($000) $443 Shares 2,405 Est. Cost $129.33 Unrealized -2.4%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $432 Shares 16,572 Est. Cost $26.24 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $428 Shares 20,000 Est. Cost $24.50 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $427 Shares 8,160 Est. Cost $33.98 Unrealized +7.7%
BP PRUDHOE BAY RTY TR 0.1%
Value ($000) $421 Shares 6,830 Est. Cost $92.79 Unrealized
TRGP TARGA RES CORP 0.1%
Value ($000) $419 Shares 4,693 Est. Cost $63.73 Unrealized -8.7%
PRK PARK NATL CORP 0.1%
Value ($000) $419 Shares 4,800 Est. Cost $68.98 Unrealized +23.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $410 Shares 6,684 Est. Cost $40.55 Unrealized +14.4%
CDK GLOBAL INC 0.1%
Value ($000) $409 Shares 7,582 Est. Cost $40.76 Unrealized
BRISTOW GROUP INC 0.1%
Value ($000) $407 Shares 7,636 Est. Cost $65.35 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $407 Shares 4,345 Est. Cost $56.28 Unrealized +23.1%
HEALTHCARE RLTY TR 0.1%
Value ($000) $395 Shares 17,000 Est. Cost $25.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $390 Shares 3,415 Est. Cost $57.65 Unrealized +73.4%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $372 Shares 5,012 Est. Cost $42.06 Unrealized +18.5%
SPECTRA ENERGY CORP 0.1%
Value ($000) $371 Shares 11,372 Est. Cost $35.06 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $358 Shares 7,355 Est. Cost $44.80 Unrealized +4.3%
MAIN MAIN STREET CAPITAL CORP 0.1%
Value ($000) $353 Shares 11,059 Est. Cost $33.38 Unrealized -6.5%
CIMAREX ENERGY CO 0.1%
Value ($000) $353 Shares 3,200 Est. Cost $106.56 Unrealized
FERRELLGAS PARTNERS L.P. 0.1%
Value ($000) $350 Shares 15,525 Est. Cost $24.35 Unrealized
HCA HCA HOLDINGS INC 0.1%
Value ($000) $348 Shares 3,841 Est. Cost $65.33 Unrealized +14.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $346 Shares 5,200 Est. Cost $28.81 Unrealized +59.7%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $346 Shares 5,000 Est. Cost $74.62 Unrealized +0.4%
CELGENE CORP 0.1%
Value ($000) $345 Shares 2,979 Est. Cost $87.79 Unrealized
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $334 Shares 10,758 Est. Cost $32.31 Unrealized
SPX CORP 0.1%
Value ($000) $330 Shares 4,564 Est. Cost $81.45 Unrealized
HOLLY ENERGY PARTNERS L P 0.1%
Value ($000) $330 Shares 9,400 Est. Cost $38.09 Unrealized
GEL GENESIS ENERGY L P 0.1%
Value ($000) $329 Shares 7,500 Est. Cost $47.01 Unrealized
SNY SANOFI 0.1%
Value ($000) $313 Shares 6,315 Est. Cost $51.58 Unrealized
CONCHO RES INC 0.1%
Value ($000) $313 Shares 2,750 Est. Cost $100.22 Unrealized
OASIS PETE INC NEW 0.1%
Value ($000) $311 Shares 19,600 Est. Cost $14.36 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $310 Shares 3,128 Est. Cost $72.67 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $310 Shares 840 Est. Cost $175.16 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $309 Shares 1,375 Est. Cost $186.87 Unrealized +14.0%
IWM ISHARES TR 0.1%
Value ($000) $304 Shares 2,437 Est. Cost $101.25 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $301 Shares 3,999 Est. Cost $79.08 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $294 Shares 11,150 Est. Cost $26.62 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $293 Shares 2,900 Est. Cost $101.38 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $284 Shares 4,940 Est. Cost $24.96 Unrealized +12.5%
IWB ISHARES TR 0.1%
Value ($000) $283 Shares 2,436 Est. Cost $89.90 Unrealized
AETNA INC NEW 0.1%
Value ($000) $280 Shares 2,194 Est. Cost $106.35 Unrealized
EATON VANCE NATL MUN OPPORT 0.1%
Value ($000) $275 Shares 13,644 Est. Cost $19.72 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $274 Shares 3,416 Est. Cost $48.32 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $272 Shares 4,250 Est. Cost $71.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $271 Shares 2,799 Est. Cost $69.40 Unrealized -2.4%
BOND PIMCO ETF TR 0.1%
Value ($000) $268 Shares 2,500 Est. Cost $105.60 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $267 Shares 4,000 Est. Cost $44.59 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $258 Shares 1,350 Est. Cost $125.04 Unrealized +36.6%
IEX IDEX CORP 0.1%
Value ($000) $253 Shares 3,221 Est. Cost $51.32 Unrealized +31.6%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $252 Shares 11,650 Est. Cost $21.75 Unrealized
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $251 Shares 5,920 Est. Cost $43.75 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $250 Shares 15,198 Est. Cost $5.34 Unrealized +13.0%
WMT WAL-MART STORES INC 0.1%
Value ($000) $248 Shares 3,508 Est. Cost $20.02 Unrealized +4.3%
TAUBMAN CTRS INC 0.1%
Value ($000) $247 Shares 3,550 Est. Cost $75.72 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $246 Shares 4,372 Est. Cost $31.27 Unrealized +32.3%
NEWFIELD EXPL CO 0.1%
Value ($000) $246 Shares 6,817 Est. Cost $36.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $245 Shares 1,507 Est. Cost $117.34 Unrealized -12.2%
ENLINK MIDSTREAM PARTNERS LP 0.1%
Value ($000) $236 Shares 10,750 Est. Cost $31.02 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $234 Shares 2,444 Est. Cost $77.85 Unrealized +7.6%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $232 Shares 8,945 Est. Cost $26.61 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $227 Shares 6,497 Est. Cost $45.04 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $226 Shares 2,034 Est. Cost $94.55 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $223 Shares 10,050 Est. Cost $22.08 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $207 Shares 1,000 Est. Cost $196.89 Unrealized
DTF TAX-FREE INCOME INC 0.1%
Value ($000) $206 Shares 14,401 Est. Cost $15.07 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $202 Shares 2,731 Est. Cost $75.43 Unrealized
DOW CHEM CO 0.1%
Value ($000) $201 Shares 3,929 Est. Cost $51.16 Unrealized
NUVEEN ENHANCED MUN VALUE FD 0.1%
Value ($000) $200 Shares 13,850 Est. Cost $13.99 Unrealized
AMERICAN CAP LTD 0.1%
Value ($000) $178 Shares 13,118 Est. Cost $12.69 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $178 Shares 10,448 Est. Cost $12.76 Unrealized +2.9%
LINNCO LLC 0.1%
Value ($000) $146 Shares 15,400 Est. Cost $10.27 Unrealized
FEDERATED PREM INTR MUN INC 0.0%
Value ($000) $142 Shares 10,800 Est. Cost $13.04 Unrealized
WEATHERFORD INTL PLC 0.0%
Value ($000) $136 Shares 11,085 Est. Cost $20.34 Unrealized
SEADRILL LIMITED 0.0%
Value ($000) $114 Shares 11,000 Est. Cost $9.36 Unrealized
ACTIONS SEMICONDUCTOR CO LTD 0.0%
Value ($000) $19 Shares 12,000 Est. Cost $2.92 Unrealized