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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.47%
10.24%
$206.403M
3.908M shares@ $52.82 avg price
AVGOBroadcom Inc
Recent Activity
Increased 859.16%
1.43%
$28.729M
166,547 shares@ $172.5 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 94.09%
0.94%
$18.83M
121,545 shares@ $154.92 avg price
TCHPT Rowe Price Etf Inc
Recent Activity
Increased 2.15%
0.44%
$8.698M
219,423 shares@ $39.65 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 8.06%
0.43%
$8.58M
183,572 shares@ $46.74 avg price
NKENike Inc
Recent Activity
Increased 2163.17%
0.34%
$6.822M
77,174 shares@ $88.41 avg price
AGGIshares Tr
Recent Activity
Increased 9.73%
0.33%
$6.485M
64,037 shares@ $101.28 avg price
CCICrown Castle Inc
Recent Activity
Increased 0.63%
0.33%
$6.478M
54,605 shares@ $118.64 avg price
IQLTIshares Tr
Recent Activity
Increased 4.02%
0.31%
$6.054M
145,913 shares@ $41.5 avg price
MDTMedtronic Plc
Recent Activity
Increased 0.16%
0.3%
$5.927M
65,829 shares@ $90.03 avg price