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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
AAPLApple Inc
Recent Activity
Decreased -3.7%
1.81%
$36.309M
155,833 shares@ $233.0 avg price
DHSWisdomtree Tr
Recent Activity
Decreased -1.43%
1.66%
$33.467M
356,786 shares@ $93.81 avg price
AVGOBroadcom Inc
Recent Activity
Increased 859.16%
1.43%
$28.729M
166,547 shares@ $172.5 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.09%
1.13%
$22.755M
107,913 shares@ $210.87 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 94.09%
0.94%
$18.83M
121,545 shares@ $154.92 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.24%
0.78%
$15.568M
83,552 shares@ $186.34 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.27%
0.77%
$15.475M
78,363 shares@ $197.48 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -1.47%
0.72%
$14.465M
85,064 shares@ $170.05 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.16%
0.68%
$13.714M
23,461 shares@ $584.55 avg price
LRCXLam Research Corp
Recent Activity
Decreased -2.24%
0.68%
$13.658M
16,736 shares@ $816.08 avg price