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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BLKBlackrock Inc
| 0.66% | $13.309M 14,017 shares@ $949.51 avg price | Decreased -1.67% |
PGProcter And Gamble Co
| 0.66% | $13.235M 76,416 shares@ $173.2 avg price | Decreased -1.45% |
DEMWisdomtree Tr
| 0.64% | $12.754M 289,801 shares@ $44.02 avg price | Decreased -1.14% |
RTXRtx Corporation
| 0.63% | $12.702M 104,837 shares@ $121.17 avg price | Decreased -3.79% |
VXFVanguard Index Fds
| 0.63% | $12.603M 69,251 shares@ $181.99 avg price | Decreased -1.52% |
ACNAccenture Plc Ireland
| 0.63% | $12.556M 35,520 shares@ $353.48 avg price | Decreased -1.41% |
CMICummins Inc
| 0.62% | $12.43M 38,388 shares@ $323.79 avg price | Decreased -1.89% |
VYMVanguard Whitehall Fds
| 0.61% | $12.223M 95,343 shares@ $128.2 avg price | Decreased -2.62% |
MCDMcdonalds Corp
| 0.6% | $12.04M 39,540 shares@ $304.51 avg price | Decreased -3.45% |
BACBank America Corp
| 0.6% | $12.02M 302,922 shares@ $39.68 avg price | Decreased -3.06% |