Linscomb & Williams

Latest statistics and disclosures from Linscomb Wealth's latest quarterly 13F-HR filing:

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Portfolio Holdings for Linscomb Wealth

Linscomb Wealth holds 292 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.5 $211M +3% 4.2M 50.83
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Ishares Tr Core S&p500 Etf (IVV) 8.8 $177M -2% 314k 561.90
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Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $91M 1.6M 58.35
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Wisdomtree Tr Us Midcap Divid (DON) 4.5 $90M 1.8M 49.52
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Ishares Tr Msci Eafe Etf (EFA) 4.2 $85M 1.0M 81.73
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 4.2 $84M 2.1M 40.41
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Exxon Mobil Corporation (XOM) 2.3 $46M -8% 384k 118.93
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Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $44M 158k 274.84
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Microsoft Corporation (MSFT) 2.0 $39M -5% 105k 375.39
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Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $39M -3% 287k 135.68
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Wisdomtree Tr Us High Dividend (DHS) 1.7 $35M -2% 352k 99.16
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Apple (AAPL) 1.7 $33M -2% 150k 222.13
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Broadcom (AVGO) 1.3 $27M -3% 158k 167.43
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JPMorgan Chase & Co. (JPM) 1.3 $26M -2% 105k 245.30
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Abbvie (ABBV) 0.9 $18M +11% 87k 209.52
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Williams-Sonoma (WSM) 0.9 $18M -6% 111k 158.10
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Amazon (AMZN) 0.8 $15M -3% 81k 190.26
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Visa Com Cl A (V) 0.7 $14M 40k 350.46
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Raytheon Technologies Corp (RTX) 0.7 $14M 105k 132.46
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Chevron Corporation (CVX) 0.7 $14M +3% 83k 167.29
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Abbott Laboratories (ABT) 0.7 $14M +4% 105k 132.65
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Philip Morris International (PM) 0.7 $13M +3% 83k 158.73
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Qualcomm (QCOM) 0.7 $13M 86k 153.61
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Blackrock (BLK) 0.6 $13M 14k 946.45
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Bank of America Corporation (BAC) 0.6 $13M 305k 41.73
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McDonald's Corporation (MCD) 0.6 $13M 40k 312.37
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Kinder Morgan (KMI) 0.6 $12M -7% 431k 28.53
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Lam Research Corp Com New (LRCX) 0.6 $12M 168k 72.70
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Johnson & Johnson (JNJ) 0.6 $12M +4% 73k 165.84
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.6 $12M 287k 42.08
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Cummins (CMI) 0.6 $12M 38k 313.44
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Amgen (AMGN) 0.6 $12M +11% 38k 311.55
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $12M 68k 172.26
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Cisco Systems (CSCO) 0.6 $12M +2% 187k 61.71
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $12M -2% 89k 128.96
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American Tower Reit (AMT) 0.6 $12M +2% 53k 217.60
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $11M 36k 312.04
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Ishares Tr Intl Sel Div Etf (IDV) 0.5 $11M 354k 31.02
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Duke Energy Corp Com New (DUK) 0.5 $11M 90k 121.97
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Williams Companies (WMB) 0.5 $11M 184k 59.76
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $11M +14% 233k 45.65
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Lockheed Martin Corporation (LMT) 0.5 $11M 24k 446.71
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Meta Platforms Cl A (META) 0.5 $10M -5% 18k 576.36
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Citigroup Com New (C) 0.5 $9.9M 140k 70.99
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MetLife (MET) 0.5 $9.9M 123k 80.29
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Dollar General (DG) 0.5 $9.6M +3% 109k 87.93
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Ishares Tr Select Divid Etf (DVY) 0.5 $9.5M 71k 134.29
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Norfolk Southern (NSC) 0.5 $9.5M 40k 236.85
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T Rowe Price Etf Price Blue Chip (TCHP) 0.5 $9.5M +3% 249k 38.09
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Enterprise Products Partners (EPD) 0.5 $9.3M +58% 273k 34.14
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Mastercard Incorporated Cl A (MA) 0.5 $9.2M 17k 548.11
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Merck & Co (MRK) 0.5 $9.1M +31% 102k 89.76
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Pepsi (PEP) 0.4 $8.8M +3% 59k 149.94
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Honeywell International (HON) 0.4 $8.7M 41k 211.75
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Alphabet Cap Stk Cl C (GOOG) 0.4 $8.6M -2% 55k 156.23
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Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $8.6M -5% 176k 48.84
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Verizon Communications (VZ) 0.4 $8.6M +5% 189k 45.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $8.4M 15k 559.39
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $8.3M 54k 154.64
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American Centy Etf Tr International Lr (AVIV) 0.4 $8.0M +36% 142k 56.68
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Nextera Energy (NEE) 0.4 $8.0M +4% 112k 70.89
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.4 $7.9M -3% 149k 52.72
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $7.8M +149% 254k 30.57
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.4 $7.5M +2% 351k 21.36
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $7.4M -5% 21k 361.09
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General Mills (GIS) 0.4 $7.2M +3% 120k 59.79
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Medtronic SHS (MDT) 0.4 $7.1M +18% 80k 89.86
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Ishares Tr Msci Intl Qualty (IQLT) 0.3 $6.8M +9% 172k 39.69
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.8M -5% 13k 533.46
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $6.6M -10% 27k 246.76
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Pfizer (PFE) 0.3 $6.6M +5% 260k 25.34
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.3M 64k 98.92
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $6.3M -2% 34k 188.16
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Fidelity National Information Services (FIS) 0.3 $6.3M +2% 85k 74.68
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Truist Financial Corp equities (TFC) 0.3 $6.3M +2% 153k 41.15
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Oracle Corporation (ORCL) 0.3 $6.2M +18% 44k 139.81
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $6.2M 141k 43.70
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Costco Wholesale Corporation (COST) 0.3 $6.0M 6.4k 945.83
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.3 $6.0M -3% 128k 46.50
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American Water Works (AWK) 0.3 $6.0M +5% 40k 147.52
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Stryker Corporation (SYK) 0.3 $5.9M 16k 372.25
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $5.9M -4% 80k 73.69
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Palo Alto Networks (PANW) 0.3 $5.9M -4% 35k 170.64
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Crown Castle Intl (CCI) 0.3 $5.9M +4% 57k 104.23
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Air Products & Chemicals (APD) 0.3 $5.8M +5% 20k 294.92
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Comcast Corp Cl A (CMCSA) 0.3 $5.7M +2% 154k 36.90
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United Parcel Service CL B (UPS) 0.3 $5.6M +3% 51k 109.99
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Cheniere Energy Com New (LNG) 0.3 $5.3M 23k 231.40
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Morgan Stanley Com New (MS) 0.3 $5.2M 45k 116.67
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Corteva (CTVA) 0.3 $5.2M 82k 62.93
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Pimco Etf Tr Active Bd Etf (BOND) 0.3 $5.1M +32% 55k 92.47
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Nike CL B (NKE) 0.3 $5.1M +3% 80k 63.48
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Booking Holdings (BKNG) 0.3 $5.1M -4% 1.1k 4608.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $5.0M 81k 62.10
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Dow (DOW) 0.2 $4.8M +5% 137k 34.92
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Capital One Financial (COF) 0.2 $4.6M -2% 26k 179.30
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Occidental Petroleum Corporation (OXY) 0.2 $4.6M 93k 49.36
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salesforce (CRM) 0.2 $4.3M 16k 268.35
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.2M -18% 14k 306.73
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $4.1M -6% 45k 92.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $4.1M +8% 8.8k 468.89
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $4.0M 62k 64.52
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Union Pacific Corporation (UNP) 0.2 $3.9M +2% 17k 236.24
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Yum! Brands (YUM) 0.2 $3.9M 25k 157.36
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Lowe's Companies (LOW) 0.2 $3.9M +16% 17k 233.23
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.9M -2% 49k 78.94
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $3.8M +9% 67k 57.30
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Emerson Electric (EMR) 0.2 $3.8M 35k 109.64
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Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $3.7M -2% 47k 79.37
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $3.7M NEW 65k 56.47
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Cigna Corp (CI) 0.2 $3.6M +2% 11k 329.00
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General Dynamics Corporation (GD) 0.2 $3.6M 13k 272.59
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.5M -2% 142k 25.04
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Labcorp Holdings Com Shs (LH) 0.2 $3.3M +4% 14k 232.75
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Sterling Construction Company (STRL) 0.2 $3.2M 28k 113.21
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Charles Schwab Corporation (SCHW) 0.2 $3.1M 40k 78.28
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.1M 69k 45.26
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Waters Corporation (WAT) 0.2 $3.1M +2% 8.3k 368.57
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.0M +21% 61k 49.62
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Ecolab (ECL) 0.1 $3.0M +3% 12k 253.52
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.9M +6% 15k 194.00
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $2.9M +11% 46k 63.43
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Veeva Sys Cl A Com (VEEV) 0.1 $2.8M +5% 12k 231.63
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $2.7M +13% 105k 25.89
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F5 Networks (FFIV) 0.1 $2.7M 10k 266.27
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.7M +2% 14k 186.29
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Eli Lilly & Co. (LLY) 0.1 $2.7M -5% 3.2k 825.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.6M -9% 5.0k 532.54
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Procter & Gamble Company (PG) 0.1 $2.6M -13% 16k 170.41
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.5M 9.7k 258.62
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Ge Aerospace Com New (GE) 0.1 $2.5M +15% 13k 200.14
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Becton, Dickinson and (BDX) 0.1 $2.5M +10% 11k 229.05
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Constellation Brands Cl A (STZ) 0.1 $2.4M +5% 13k 183.52
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Texas Instruments Incorporated (TXN) 0.1 $2.4M -5% 14k 179.70
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Home Depot (HD) 0.1 $2.4M -3% 6.6k 366.51
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Servicenow (NOW) 0.1 $2.4M +12% 3.0k 796.14
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $2.3M +6% 30k 76.50
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TJX Companies (TJX) 0.1 $2.3M -4% 19k 121.80
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Adobe Systems Incorporated (ADBE) 0.1 $2.1M +4% 5.6k 383.53
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Paypal Holdings (PYPL) 0.1 $2.1M +9% 32k 65.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M 4.0k 513.86
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International Business Machines (IBM) 0.1 $2.0M -14% 7.9k 248.65
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.9M 24k 79.46
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Marvell Technology (MRVL) 0.1 $1.9M 31k 61.57
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Advanced Micro Devices (AMD) 0.1 $1.9M +16% 18k 102.74
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Coca-Cola Company (KO) 0.1 $1.8M 25k 71.62
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Equifax (EFX) 0.1 $1.7M +19% 7.0k 243.57
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Cheniere Energy Partners Com Unit (CQP) 0.1 $1.7M 25k 66.04
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Uber Technologies (UBER) 0.1 $1.6M +24% 22k 72.86
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Kirby Corporation (KEX) 0.1 $1.6M 16k 101.01
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Wal-Mart Stores (WMT) 0.1 $1.6M -9% 18k 87.79
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.5M +13% 81k 18.59
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.5M 18k 85.07
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South State Corporation (SSB) 0.1 $1.5M NEW 16k 92.82
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Ishares Tr Core Total Usd (IUSB) 0.1 $1.4M +17% 31k 46.08
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Baxter International (BAX) 0.1 $1.4M +11% 40k 34.23
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NVIDIA Corporation (NVDA) 0.1 $1.3M 12k 108.38
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Automatic Data Processing (ADP) 0.1 $1.3M +4% 4.3k 305.50
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.2M 19k 61.78
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Gilead Sciences (GILD) 0.1 $1.1M +52% 10k 112.05
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CSX Corporation (CSX) 0.1 $1.1M 38k 29.43
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Dupont De Nemours (DD) 0.1 $1.1M 15k 74.68
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Tesla Motors (TSLA) 0.1 $1.1M +4% 4.2k 259.16
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Eagle Materials (EXP) 0.1 $1.1M 4.8k 221.93
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Nucor Corporation (NUE) 0.1 $1.0M 8.6k 120.34
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At&t (T) 0.1 $1.0M -6% 37k 28.28
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Waste Management (WM) 0.1 $1.0M +21% 4.4k 231.51
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Southern Company (SO) 0.0 $1000k 11k 91.95
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Republic Services (RSG) 0.0 $996k -2% 4.1k 242.16
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Oneok (OKE) 0.0 $994k -6% 10k 99.22
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Blackstone Group Inc Com Cl A (BX) 0.0 $992k 7.1k 139.78
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $979k +20% 13k 73.45
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Vanguard Index Fds Growth Etf (VUG) 0.0 $974k -7% 2.6k 370.82
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $924k 21k 45.07
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Arthur J. Gallagher & Co. (AJG) 0.0 $911k 2.6k 345.24
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $896k 8.6k 104.57
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First Tr Morningstar Divid L SHS (FDL) 0.0 $892k 21k 43.44
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Kkr & Co (KKR) 0.0 $859k +6% 7.4k 115.61
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Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $856k 21k 40.13
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $856k 15k 58.06
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $854k 16k 53.52
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Kimco Realty Corporation (KIM) 0.0 $853k +47% 40k 21.24
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Marathon Petroleum Corp (MPC) 0.0 $845k +17% 5.8k 145.69
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Allstate Corporation (ALL) 0.0 $845k 4.1k 207.08
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $844k 8.0k 105.60
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Paychex (PAYX) 0.0 $827k 5.4k 154.29
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $827k 7.0k 117.49
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Altria (MO) 0.0 $815k +153% 14k 60.02
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American Express Company (AXP) 0.0 $808k 3.0k 269.05
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $798k NEW 1.00 798442.00
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Vanguard Index Fds Value Etf (VTV) 0.0 $797k -5% 4.6k 172.72
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Valero Energy Corporation (VLO) 0.0 $797k 6.0k 132.06
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Fastenal Company (FAST) 0.0 $788k 10k 77.55
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $777k 6.2k 125.97
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Vulcan Materials Company (VMC) 0.0 $754k 3.2k 233.30
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Starbucks Corporation (SBUX) 0.0 $731k -9% 7.5k 98.09
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Eaton Corp SHS (ETN) 0.0 $718k -5% 2.6k 271.83
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Calumet (CLMT) 0.0 $709k 56k 12.68
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Aon Shs Cl A (AON) 0.0 $703k +13% 1.8k 399.09
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Wells Fargo & Company (WFC) 0.0 $688k 9.6k 71.79
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $674k 3.4k 199.47
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Thermo Fisher Scientific (TMO) 0.0 $672k 1.4k 497.54
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $657k 3.0k 221.73
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Guidewire Software (GWRE) 0.0 $656k 3.5k 187.36
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $647k 3.4k 190.60
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Mondelez Intl Cl A (MDLZ) 0.0 $643k -3% 9.5k 67.85
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Phillips 66 (PSX) 0.0 $639k -7% 5.2k 123.48
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Stellar Bancorp Ord (STEL) 0.0 $628k 23k 27.66
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Cadence Bank (CADE) 0.0 $627k 21k 30.36
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $626k 2.4k 255.53
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CenterPoint Energy (CNP) 0.0 $613k NEW 17k 36.23
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Apa Corporation (APA) 0.0 $611k 29k 21.02
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Dominion Resources (D) 0.0 $609k -10% 11k 56.07
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Public Storage (PSA) 0.0 $599k -2% 2.0k 299.29
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $584k 8.6k 67.89
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $583k -4% 7.2k 80.65
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ConocoPhillips (COP) 0.0 $561k -25% 5.3k 105.02
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Targa Res Corp (TRGP) 0.0 $532k 2.7k 200.47
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Enbridge (ENB) 0.0 $532k +17% 12k 44.31
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Hormel Foods Corporation (HRL) 0.0 $529k -10% 17k 30.94
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Chubb (CB) 0.0 $519k -6% 1.7k 301.99
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Ishares Tr Core Msci Total (IXUS) 0.0 $518k 7.4k 69.81
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Southwest Airlines (LUV) 0.0 $512k +28% 15k 33.58
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Linde SHS (LIN) 0.0 $504k -2% 1.1k 465.64
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Caterpillar (CAT) 0.0 $499k -48% 1.5k 329.80
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Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $494k +4% 12k 40.96
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $494k 6.1k 80.37
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $448k -17% 3.5k 127.08
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Ishares Tr National Mun Etf (MUB) 0.0 $438k 4.2k 105.44
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $434k 1.4k 317.66
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Iron Mountain (IRM) 0.0 $433k NEW 5.0k 86.04
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Sap Se Spon Adr (SAP) 0.0 $430k 1.6k 268.44
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UnitedHealth (UNH) 0.0 $430k 820.00 523.75
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Schlumberger Com Stk (SLB) 0.0 $427k -6% 10k 41.80
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S&p Global (SPGI) 0.0 $424k 835.00 507.81
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Spdr Gold Tr Gold Shs (GLD) 0.0 $424k +4% 1.5k 288.14
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $416k +20% 5.3k 78.27
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Target Corporation (TGT) 0.0 $416k 4.0k 104.37
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $408k 8.0k 50.63
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Teledyne Technologies Incorporated (TDY) 0.0 $395k 793.00 497.71
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Deere & Company (DE) 0.0 $391k 834.00 469.17
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PNC Financial Services (PNC) 0.0 $391k 2.2k 175.77
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SYSCO Corporation (SYY) 0.0 $390k +57% 5.2k 75.04
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $385k +46% 8.2k 47.04
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $383k -9% 6.5k 58.98
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Alliant Energy Corporation (LNT) 0.0 $378k 5.9k 64.35
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Intercontinental Exchange (ICE) 0.0 $344k 2.0k 172.50
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Curtiss-Wright (CW) 0.0 $343k 1.1k 317.31
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $342k 4.1k 83.29
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Origin Bancorp (OBK) 0.0 $339k -49% 9.8k 34.67
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $335k 2.1k 161.27
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $314k 3.5k 90.54
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $301k 2.0k 150.98
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Totalenergies Se Sponsored Ads (TTE) 0.0 $299k NEW 4.6k 64.68
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $293k +2% 15k 19.78
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $292k 3.5k 84.51
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Intel Corporation (INTC) 0.0 $289k -30% 13k 22.71
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Main Street Capital Corporation (MAIN) 0.0 $283k NEW 5.0k 56.56
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Boeing Company (BA) 0.0 $278k -5% 1.6k 170.58
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Bank of New York Mellon Corporation (BK) 0.0 $274k +14% 3.3k 83.87
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Vanguard World Inf Tech Etf (VGT) 0.0 $274k 504.00 542.61
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $271k 4.4k 61.53
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $266k 7.3k 36.41
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Us Bancorp Del Com New (USB) 0.0 $264k 6.2k 42.22
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Fidelity Covington Trust Momentum Factr (FDMO) 0.0 $260k 4.0k 65.06
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $259k 2.6k 100.62
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $259k 5.0k 51.49
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International Bancshares Corporation (IBOC) 0.0 $257k 4.1k 63.06
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Camden Ppty Tr Sh Ben Int (CPT) 0.0 $250k 2.0k 122.30
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $247k 1.3k 188.17
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Intuit (INTU) 0.0 $246k +3% 400.00 613.99
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $244k -2% 3.8k 63.53
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Fortinet (FTNT) 0.0 $240k +5% 2.5k 96.26
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Northrop Grumman Corporation (NOC) 0.0 $240k NEW 468.00 512.31
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Ishares Tr Esg Aware Msci (ESML) 0.0 $236k 6.1k 38.41
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Select Sector Spdr Tr Technology (XLK) 0.0 $235k -30% 1.1k 206.48
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $234k 4.9k 47.60
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $230k 1.9k 122.04
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Travelers Companies (TRV) 0.0 $226k -4% 855.00 264.38
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Shell Spon Ads (SHEL) 0.0 $224k NEW 3.1k 73.28
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Rockwell Automation (ROK) 0.0 $221k -11% 854.00 258.38
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Walt Disney Company (DIS) 0.0 $216k +3% 2.2k 98.71
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CVS Caremark Corporation (CVS) 0.0 $215k NEW 3.2k 67.75
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Benchmark Electronics (BHE) 0.0 $214k NEW 5.6k 38.03
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $213k -2% 3.2k 65.76
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $209k 829.00 251.77
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Take-Two Interactive Software (TTWO) 0.0 $207k NEW 1.0k 207.25
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $207k NEW 2.2k 92.38
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American Electric Power Company (AEP) 0.0 $206k NEW 1.9k 109.24
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3M Company (MMM) 0.0 $204k -24% 1.4k 146.86
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Elanco Animal Health (ELAN) 0.0 $200k -19% 19k 10.50
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Iamgold Corp (IAG) 0.0 $125k 20k 6.25
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Past Filings by Linscomb Wealth

SEC 13F filings are viewable for Linscomb Wealth going back to 2011

View all past filings