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 |
---|---|---|---|
VEAVanguard Tax-managed Fds
| 10.24% | $206.403M 3.908M shares@ $52.82 avg price | Increased 0.47% |
IVVIshares Tr
| 9.24% | $186.224M 322,846 shares@ $576.83 avg price | Decreased -4.16% |
IJHIshares Tr
| 4.81% | $96.867M 1.554M shares@ $62.32 avg price | Decreased -2.61% |
DONWisdomtree Tr
| 4.72% | $95.105M 1.86M shares@ $51.14 avg price | Decreased -0.79% |
EFAIshares Tr
| 4.39% | $88.488M 1.058M shares@ $83.63 avg price | Decreased -4.38% |
PRFInvesco Exchange Traded Fd T
| 4.15% | $83.692M 2.06M shares@ $40.63 avg price | Decreased -1.56% |
XOMExxon Mobil Corp
| 2.42% | $48.646M 415,001 shares@ $117.22 avg price | Decreased -0.7% |
MSFTMicrosoft Corp
| 2.28% | $45.898M 106,666 shares@ $430.31 avg price | Decreased -2.42% |
VTIVanguard Index Fds
| 2.28% | $45.8M 161,748 shares@ $283.16 avg price | Decreased -1.84% |
SDYSpdr Ser Tr
| 2.08% | $41.938M 295,257 shares@ $142.05 avg price | Decreased -2.69% |