Lyda Iturralde

@Linscomb Wealth, Inc.

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$2.017B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LHLabcorp Holdings Inc Recent Activity Increased 0.82%	0.15%	$2.939M 13,150 shares@ $223.48 avg price	Increased 0.82%
WATWaters Corp Recent Activity Increased 2.44%	0.15%	$2.891M 8,032 shares@ $359.9 avg price	Increased 2.44%
AVIVAmerican Centy Etf Tr Recent Activity Increased 878.83%	0.14%	$2.818M 50,194 shares@ $56.14 avg price	Increased 878.83%
ECLEcolab Inc Recent Activity Increased 0.25%	0.14%	$2.816M 11,029 shares@ $255.32 avg price	Increased 0.25%
GSSCGoldman Sachs Etf Tr Recent Activity Increased 3.89%	0.14%	$2.669M 38,484 shares@ $69.35 avg price	Increased 3.89%
SCHWSchwab Charles Corp Recent Activity Increased 0.9%	0.13%	$2.469M 38,096 shares@ $64.82 avg price	Increased 0.9%
EXPEagle Matls Inc Recent Activity Increased 8.36%	0.13%	$2.444M 8,497 shares@ $287.66 avg price	Increased 8.36%
AMDAdvanced Micro Devices Inc Recent Activity Increased 2.5%	0.12%	$2.286M 13,934 shares@ $164.09 avg price	Increased 2.5%
VEEVVeeva Sys Inc Recent Activity Increased 1.16%	0.12%	$2.253M 10,733 shares@ $209.88 avg price	Increased 1.16%
VTEBVanguard Mun Bd Fds Recent Activity Increased 7.74%	0.12%	$2.245M 43,925 shares@ $51.12 avg price	Increased 7.74%