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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
CLMTCalumet Specialty Prods Part
Recent Activity
Exited
0%
$1.78M
110,889 shares@ $16.06 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$338,524
331 shares@ $1022.74 avg price
DISDisney Walt Co
Recent Activity
Exited
0%
$227,596
2,292 shares@ $99.31 avg price