Lyda Iturralde

@Linscomb Wealth, Inc.

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$2.017B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FFIVF5 Inc Recent Activity New Position	0.11%	$2.094M 9,509 shares@ $220.21 avg price	New Position
MRVLMarvell Technology Inc Recent Activity New Position	0.11%	$2.056M 28,506 shares@ $72.13 avg price	New Position
CLMTCalumet Inc Recent Activity New Position	0.05%	$995,942 55,889 shares@ $17.83 avg price	New Position
CEGConstellation Energy Corp Recent Activity New Position	0.02%	$232,408 894 shares@ $259.97 avg price	New Position
TRVTravelers Companies Inc Recent Activity New Position	0.02%	$209,714 896 shares@ $234.06 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.02%	$203,998 2,614 shares@ $78.05 avg price	New Position
BKBank New York Mellon Corp Recent Activity New Position	0.02%	$203,871 2,837 shares@ $71.87 avg price	New Position