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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
AMTAmerican Tower Corp New
Recent Activity
Decreased -1.17%
0.6%
$11.922M
51,263 shares@ $232.56 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.92%
0.59%
$11.877M
80,647 shares@ $147.28 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.74%
0.58%
$11.567M
101,458 shares@ $114.02 avg price
IDVIshares Tr
Recent Activity
Decreased -2.49%
0.56%
$11.273M
372,899 shares@ $30.23 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.95%
0.56%
$11.184M
69,011 shares@ $162.06 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.37%
0.55%
$10.957M
19,142 shares@ $572.44 avg price
VVisa Inc
Recent Activity
Decreased -0.16%
0.55%
$10.931M
39,757 shares@ $274.96 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.42%
0.54%
$10.809M
33,547 shares@ $322.21 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -2.4%
0.52%
$10.432M
472,233 shares@ $22.1 avg price
EESWisdomtree Tr
Recent Activity
Decreased -6.89%
0.52%
$10.297M
195,203 shares@ $52.76 avg price