Linscomb Wealth, Inc.
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "IAG", "STRL", "MPLX", "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", "MAIN", "VONG", "ALL", "GOOGL", "AXP", "T", "BLK", "CAT", null, "AVGO", "LOW", null, "CCI", "COF", "CMI", null, "DUK", "D", "PAGP", null, "FFIV", null, null, "GD", "GILD", "GIS", "HON", "HD", "MCD", null, "INTU", "UNP", null, "QCOM", "EMR", "BKNG", "ICE", "MUB", "META", null, "IJH", null, "KMI", "LRCX", "ICF", "IWS", "LIN", "MPC", "MRVL", "MA", "MDT", "APA", "MSFT", "MDLZ", "MS", null, "FIS", "GE", "GWRE", null, "HRL", "OXY", null, "DLN", "BX", "FAST", "DG", "IJR", "KKR", "IWD", "ORCL", "NOC", "OKE", "PAYX", null, "EEM", null, "IWF", "PANW", "PYPL", "PEP", "PNC", "IRM", "IJK", "IVV", null, "DOW", "UNH", "AAPL", "SPY", "ECL", "NVDA", "ENB", "INTC", "PFE", null, "LMT", "PG", "MRK", "VZ", "AMGN", "ROK", "SPGI", "NOW", "SLB", "SHEL", "RTX", "SPDW", "GLD", "SAP", "SPYG", null, "AMT", "RSG", "SPLG", "IBM", "SYK", "SBUX", "CI", "TXN", "TGT", "TMO", "TJX", "TFC", "TRV", "UBER", "UPS", "VNQ", "VO", "MET", "VXF", "SCHW", "OBK", null, "SUN", null, null, "VWO", "IWV", "PRF", null, null, "EXP", "VIG", "TTE", "TRGP", "IWO", "IWN", null, "VYM", "DD", "AON", "SSB", null, "AMD", "SDY", "AJG", "WM", "FTNT", "IWP", "IWR", "EFX", "AEP", "IBOC", null, "AMZN", "TTWO", "IVE", null, "LUV", null, null, "VGT", "USB", "VUG", "VLO", "VEA", "VYMI", null, "VXUS", "VTWO", "VBK", "VTEB", "BND", "VBR", null, "BSV", "VB", "VOO", "VTV", "VEEV", "V", "WMT", "WAT", "WES", "WFC", "WSM", "WMB", null, null, null, null, null, "YUM", "IUSG", null, null, "LNT", "ELAN", "ET", "DVY", "SCHG", "SCHF", "KEX", "NSC", "KIM", "LH", "SO", "PSX", "CRM", null, "TDY", "SYY", "IXUS", null, "DGRO", null, "PSA", "NUE", "ADP", "BAC", "BK", "BRK-A", "BRK-B", "BAX", "BDX", "BHE", "BA", "CADE", "CLMT", "CPT", "STEL", "CNP", "CVX", "LNG", "CB", "CSCO", "C", "KO", "CMCSA", "CTSH", "COP", "STZ", "COST", "CTVA", "CVS", "CSX", "CW", "DE", "EFA", "VMC", "IWB", "NEE", "NKE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "AWK", "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 292
- Total Value
- 2008104950
- Accession Number
- 0001172661-25-001697
- Form Type
- 13F-HR
- CIK
- 0001313294
- Manager Name
- Linscomb Wealth, Inc.
Data Enrichment
86% identified251 identified41 unidentified
Holdings
292 positions
Manager:
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Page 14 of 15
316092816
Shares:4.0K
Value:$260.2K
72201R833
Shares:2.6K
Value:$258.5K
25434V609
Shares:5.0K
Value:$258.5K
464287523
Shares:1.3K
Value:$246.7K
464288273
Shares:3.8K
Value:$243.7K
46435U663
Shares:6.1K
Value:$235.7K
78468R739
Shares:4.9K
Value:$233.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
504 | QoQ -0.19% (-1)YoY +17.75% (+76) | All Managers (Combined) | $273.5K | ||
4.4K | All Managers (Combined) | $271.3K | |||
7.3K | QoQ 0.00% (+0)YoY +2.63% (+188) | All Managers (Combined) | $266.3K | ||
Us Bancorp \De\(USBcusip902973304) | 6.2K | QoQ -0.09% (-6) | All Managers (Combined) | $263.6K | |
(cusip316092816)✕ | 4.0K | All Managers (Combined) | $260.2K | ||
(cusip72201R833)✕ | 2.6K | All Managers (Combined) | $258.5K | ||
(cusip25434V609)✕ | 5.0K | All Managers (Combined) | $258.5K | ||
4.1K | All Managers (Combined) | $257.1K | |||
2.0K | QoQ +0.19% (+4) | All Managers (Combined) | $250.2K | ||
(cusip464287523)✕ | 1.3K | QoQ 0.00% (-0)YoY +5.30% (-66) | All Managers (Combined) | $246.7K | |
Intuit Inc.(INTUcusip461202103) | 400 | QoQ +3.89% (+15)YoY NEW(+400) | All Managers (Combined) | $245.6K | YoY NEW(+$245.6K) |
(cusip464288273)✕ | 3.8K | QoQ -2.61% (-103)YoY +3.31% (+123) | All Managers (Combined) | $243.7K | |
Fortinet, Inc.(FTNTcusip34959E109) | 2.5K | QoQ +5.05% (+120)YoY NEW(+2.5K) | All Managers (Combined) | $240.1K | YoY NEW(+$240.1K) |
468 | QoQ NEW(+468) YoY NEW(+468) | All Managers (Combined) | $239.8K | QoQ NEW(+$239.8K) YoY NEW(+$239.8K) | |
(cusip46435U663)✕ | 6.1K | QoQ 0.00% (-0)YoY NEW(+6.1K) | All Managers (Combined) | $235.7K | YoY NEW(+$235.7K) |
1.1K | All Managers (Combined) | $234.8K | |||
(cusip78468R739)✕ | 4.9K | QoQ 0.00% (+0)YoY NEW(+4.9K) | All Managers (Combined) | $233.7K | YoY NEW(+$233.7K) |
1.9K | QoQ +0.10% (-2)YoY +0.53% (+10) | All Managers (Combined) | $230.2K | ||
855 | QoQ -4.57% (-41)YoY -4.57% (-41) | All Managers (Combined) | $226.0K | ||
3.1K | QoQ NEW(+3.1K) | All Managers (Combined) | $224.1K | QoQ NEW(+$224.1K) |