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Lyda Iturralde

@Linscomb Wealth, Inc.

Latest period2024 - Q3ReportedManaged Assets$2.017BTotal holdings288
Assets growth rate4.38%Assets growth rate (2-Q avg)1.9%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Linscomb Wealth, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Linscomb Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.017B in assets, with a quarterly growth rate of 4.38% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Lyda Iturralde, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -4.16%
9.24%
$186.224M
322,846 shares@ $576.83 avg price
IJHIshares Tr
Recent Activity
Decreased -2.61%
4.81%
$96.867M
1.554M shares@ $62.32 avg price
DONWisdomtree Tr
Recent Activity
Decreased -0.79%
4.72%
$95.105M
1.86M shares@ $51.14 avg price
EFAIshares Tr
Recent Activity
Decreased -4.38%
4.39%
$88.488M
1.058M shares@ $83.63 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.56%
4.15%
$83.692M
2.06M shares@ $40.63 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.7%
2.42%
$48.646M
415,001 shares@ $117.22 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.42%
2.28%
$45.898M
106,666 shares@ $430.31 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.84%
2.28%
$45.8M
161,748 shares@ $283.16 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -2.69%
2.08%
$41.938M
295,257 shares@ $142.05 avg price
AAPLApple Inc
Recent Activity
Decreased -3.7%
1.81%
$36.309M
155,833 shares@ $233.0 avg price