Linscomb-Wealth
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
- Manager Name
- Linscomb-Wealth
Data Enrichment
86% identified251 identified41 unidentified
Holdings
292 positions
Manager:
Search and click to pin securities to the top
Page 8 of 15
78464A821
Shares:24.4K
Value:$1.9M
16411Q101
Shares:25.0K
Value:$1.7M
46434V613
Shares:30.5K
Value:$1.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.0K | QoQ -0.02% (-1) | All Managers (Combined) | $2.0M | ||
7.9K | All Managers (Combined) | $2.0M | |||
(cusip78464A821)✕ | 24.4K | All Managers (Combined) | $1.9M | ||
30.6K | QoQ +1.26% (-382)YoY NEW(+30.6K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
18.1K | All Managers (Combined) | $1.9M | |||
COCA COLA CO(KOcusip191216100) | 25.3K | QoQ +0.20% (+51)YoY -0.81% (-207) | All Managers (Combined) | $1.8M | |
EQUIFAX INC(EFXcusip294429105) | 7.0K | All Managers (Combined) | $1.7M | ||
(cusip16411Q101)✕ | 25.0K | All Managers (Combined) | $1.7M | ||
21.9K | YoY NEW(+21.9K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
KIRBY CORP(KEXcusip497266106) | 15.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.6M | |
Walmart Inc.(WMTcusip931142103) | 17.7K | All Managers (Combined) | $1.6M | ||
80.6K | All Managers (Combined) | $1.5M | |||
17.6K | QoQ 0.00% (-0) | All Managers (Combined) | $1.5M | ||
SouthState Corp(SSBcusip840441109) | 15.7K | QoQ NEW(+15.7K) YoY NEW(+15.7K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip46434V613)✕ | 30.5K | All Managers (Combined) | $1.4M | ||
40.0K | All Managers (Combined) | $1.4M | |||
NVIDIA CORP(NVDAcusip67066G104) | 12.4K | All Managers (Combined) | $1.3M | ||
4.3K | QoQ +4.94% (+204)YoY -7.01% (-327) | All Managers (Combined) | $1.3M | ||
18.9K | QoQ -0.16% (-32)YoY +3.88% (+708) | All Managers (Combined) | $1.2M | ||
10.2K | All Managers (Combined) | $1.1M |