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