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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
PAGPPlains Gp Hldgs L P
Recent Activity
Increased 19.4%
0.29%
$5.792M
313,100 shares@ $18.51 avg price
IWBIshares Tr
Recent Activity
Increased 0.12%
0.27%
$5.4M
17,176 shares@ $314.39 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.34%
0.27%
$5.397M
18,126 shares@ $297.75 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Increased 1.43%
0.27%
$5.316M
36,349 shares@ $146.24 avg price
LNGCheniere Energy Inc
Recent Activity
Increased 0.08%
0.2%
$3.949M
21,957 shares@ $179.84 avg price
EMREmerson Elec Co
Recent Activity
Increased 1.41%
0.19%
$3.83M
35,019 shares@ $109.38 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.11%
0.19%
$3.769M
13,917 shares@ $270.85 avg price
CIThe Cigna Group
Recent Activity
Increased 1.65%
0.19%
$3.641M
10,508 shares@ $346.46 avg price
BONDPimco Etf Tr
Recent Activity
Increased 16.16%
0.18%
$3.6M
38,048 shares@ $94.61 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Increased 6.65%
0.17%
$3.255M
54,070 shares@ $60.21 avg price