Linscomb & Williams

Linscomb Wealth as of Sept. 30, 2025

Portfolio Holdings for Linscomb Wealth

Linscomb Wealth holds 307 positions in its portfolio as reported in the September 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) 11.0 $256M 4.3M 59.92
Ishares Tr Core S&p500 Etf (IVV) 8.9 $208M 310k 669.30
Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $104M 1.6M 65.26
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 4.1 $96M 2.1M 45.21
Wisdomtree Tr Us Midcap Divid (DON) 4.1 $96M 1.8M 52.30
Ishares Tr Msci Eafe Etf (EFA) 4.0 $93M 992k 93.37
Microsoft Corporation (MSFT) 2.4 $55M 107k 517.95
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $50M 152k 328.17
Broadcom (AVGO) 2.1 $49M 148k 329.91
Exxon Mobil Corporation (XOM) 1.8 $42M 376k 112.75
Apple (AAPL) 1.8 $41M 160k 254.63
Spdr Series Trust S&p Divid Etf (SDY) 1.7 $39M 278k 140.05
Wisdomtree Tr Us High Dividend (DHS) 1.5 $34M 338k 100.75
JPMorgan Chase & Co. (JPM) 1.3 $31M 97k 315.43
Lam Research Corp Com New (LRCX) 1.0 $22M 166k 133.90
Williams-Sonoma (WSM) 0.9 $21M 109k 195.45
Abbvie (ABBV) 0.9 $21M 89k 231.54
Amazon (AMZN) 0.8 $19M 88k 219.57
Raytheon Technologies Corp (RTX) 0.8 $18M 105k 167.33
Cummins (CMI) 0.7 $16M 39k 422.36
Blackrock (BLK) 0.7 $16M 14k 1165.88
Bank of America Corporation (BAC) 0.7 $16M 310k 51.59
American Centy Etf Tr International Lr (AVIV) 0.7 $16M 232k 67.44
Qualcomm (QCOM) 0.6 $15M 88k 166.36
Abbott Laboratories (ABT) 0.6 $14M 107k 133.94
Citigroup Com New (C) 0.6 $14M 141k 101.50
Johnson & Johnson (JNJ) 0.6 $14M 77k 185.42
Visa Com Cl A (V) 0.6 $14M 41k 341.38
T Rowe Price Etf Price Blue Chip (TCHP) 0.6 $14M 282k 48.88
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $14M 297k 46.24
Alphabet Cap Stk Cl A (GOOGL) 0.6 $14M 56k 243.10
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $14M 65k 209.34
Alphabet Cap Stk Cl C (GOOG) 0.6 $13M 54k 243.55
Philip Morris International (PM) 0.6 $13M 81k 162.20
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.6 $13M 283k 45.99
Oracle Corporation (ORCL) 0.6 $13M 46k 281.24
Cisco Systems (CSCO) 0.6 $13M 189k 68.42
Chevron Corporation (CVX) 0.6 $13M 83k 155.29
Meta Platforms Cl A (META) 0.5 $13M 17k 734.36
Norfolk Southern (NSC) 0.5 $13M 42k 300.41
Ishares Tr Intl Sel Div Etf (IDV) 0.5 $13M 343k 36.55
Kinder Morgan (KMI) 0.5 $12M 437k 28.31
McDonald's Corporation (MCD) 0.5 $12M 41k 303.89
Lockheed Martin Corporation (LMT) 0.5 $12M 24k 499.22
Williams Companies (WMB) 0.5 $12M 189k 63.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $12M 83k 140.95
Duke Energy Corp Com New (DUK) 0.5 $11M 91k 123.75
Dollar General (DG) 0.5 $11M 109k 103.35
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.5 $11M 335k 32.90
Amgen (AMGN) 0.5 $11M 39k 282.20
American Tower Reit (AMT) 0.4 $10M 54k 192.32
MetLife (MET) 0.4 $10M 125k 82.37
Mastercard Incorporated Cl A (MA) 0.4 $10M 18k 568.80
Ishares Tr Select Divid Etf (DVY) 0.4 $9.3M 66k 142.10
Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $9.2M 165k 55.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $9.1M 14k 666.18
Merck & Co (MRK) 0.4 $9.0M 107k 83.93
Nextera Energy (NEE) 0.4 $8.9M 118k 75.49
Honeywell International (HON) 0.4 $8.8M 42k 210.50
Accenture Plc Ireland Shs Class A (ACN) 0.4 $8.8M 36k 246.60
Pepsi (PEP) 0.4 $8.7M 62k 140.44
Enterprise Products Partners (EPD) 0.4 $8.6M 276k 31.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $8.5M 18k 468.42
Verizon Communications (VZ) 0.4 $8.3M 190k 43.95
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.4 $8.1M 138k 59.00
Medtronic SHS (MDT) 0.3 $7.9M 83k 95.24
Morgan Stanley Com New (MS) 0.3 $7.6M 48k 158.96
NVIDIA Corporation (NVDA) 0.3 $7.5M 40k 186.58
Palo Alto Networks (PANW) 0.3 $7.4M 37k 203.62
Truist Financial Corp equities (TFC) 0.3 $7.3M 160k 45.72
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.3 $7.2M 25k 294.32
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $7.2M 162k 44.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $7.1M 134k 53.40
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $7.1M 76k 93.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.7M 11k 596.01
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.3 $6.7M 368k 18.24
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $6.6M 78k 84.68
Sterling Construction Company (STRL) 0.3 $6.5M 19k 339.68
Pfizer (PFE) 0.3 $6.5M 254k 25.48
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.5M 65k 100.25
General Mills (GIS) 0.3 $6.3M 126k 50.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $6.3M 31k 203.59
Stryker Corporation (SYK) 0.3 $6.1M 17k 369.66
Fidelity National Information Services (FIS) 0.3 $6.1M 92k 65.94
American Water Works (AWK) 0.3 $6.1M 44k 139.19
Booking Holdings (BKNG) 0.3 $6.0M 1.1k 5401.16
Air Products & Chemicals (APD) 0.3 $6.0M 22k 272.71
Costco Wholesale Corporation (COST) 0.3 $6.0M 6.4k 925.70
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.3 $5.9M 118k 49.98
Crown Castle Intl (CCI) 0.3 $5.9M 61k 96.49
Nike CL B (NKE) 0.3 $5.8M 84k 69.73
Capital One Financial (COF) 0.2 $5.8M 27k 212.58
Corteva (CTVA) 0.2 $5.6M 83k 67.63
Cheniere Energy Com New (LNG) 0.2 $5.5M 23k 234.98
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $5.4M 84k 64.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $5.3M 8.8k 600.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $5.3M 72k 73.46
Lowe's Companies (LOW) 0.2 $5.0M 20k 251.31
General Dynamics Corporation (GD) 0.2 $4.9M 14k 340.99
Emerson Electric (EMR) 0.2 $4.8M 37k 131.18
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $4.8M 40k 120.50
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.7M 13k 365.49
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $4.6M 74k 62.91
United Parcel Service CL B (UPS) 0.2 $4.6M 55k 83.53
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.2 $4.5M 61k 74.89
Cme (CME) 0.2 $4.4M 16k 270.19
Labcorp Holdings Com Shs (LH) 0.2 $4.4M 15k 287.07
Union Pacific Corporation (UNP) 0.2 $4.4M 19k 236.36
Occidental Petroleum Corporation (OXY) 0.2 $4.3M 92k 47.25
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $4.3M 135k 31.91
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $4.3M 136k 31.53
Charles Schwab Corporation (SCHW) 0.2 $4.2M 44k 95.47
Yum! Brands (YUM) 0.2 $4.1M 27k 152.00
Ge Aerospace Com New (GE) 0.2 $4.1M 14k 300.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $4.1M 47k 87.03
salesforce (CRM) 0.2 $4.1M 17k 237.00
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $4.0M 56k 72.11
Veeva Sys Cl A Com (VEEV) 0.2 $3.8M 13k 297.91
Servicenow (NOW) 0.2 $3.6M 3.9k 920.28
Ecolab (ECL) 0.2 $3.6M 13k 273.86
F5 Networks (FFIV) 0.2 $3.6M 11k 323.19
Marvell Technology (MRVL) 0.2 $3.6M 43k 84.07
Advanced Micro Devices (AMD) 0.1 $3.5M 22k 161.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.5M 64k 54.18
Cigna Corp (CI) 0.1 $3.4M 12k 288.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $3.4M 42k 79.93
Realty Income (O) 0.1 $3.3M 55k 60.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.3M 67k 50.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.1M 15k 208.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.9M 4.8k 612.38
Agilent Technologies Inc C ommon (A) 0.1 $2.9M 23k 128.35
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.9M 13k 215.79
Waters Corporation (WAT) 0.1 $2.8M 9.2k 299.81
TJX Companies (TJX) 0.1 $2.6M 18k 144.54
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.6M 8.9k 293.74
Home Depot (HD) 0.1 $2.6M 6.3k 405.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.5M 5.0k 502.74
Paypal Holdings (PYPL) 0.1 $2.5M 37k 67.06
Eli Lilly & Co. (LLY) 0.1 $2.5M 3.3k 763.02
Becton, Dickinson and (BDX) 0.1 $2.5M 13k 187.17
Uber Technologies (UBER) 0.1 $2.4M 25k 97.97
Equifax (EFX) 0.1 $2.3M 8.8k 256.54
Intercontinental Exchange (ICE) 0.1 $2.2M 13k 168.48
Procter & Gamble Company (PG) 0.1 $2.2M 14k 153.65
Texas Instruments Incorporated (TXN) 0.1 $2.1M 11k 183.73
Eagle Materials (EXP) 0.1 $2.1M 8.9k 233.04
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $2.0M 22k 91.56
International Business Machines (IBM) 0.1 $1.9M 6.9k 282.16
Tesla Motors (TSLA) 0.1 $1.9M 4.2k 444.72
Constellation Brands Cl A (STZ) 0.1 $1.7M 13k 134.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $1.7M 24k 68.46
Coca-Cola Company (KO) 0.1 $1.6M 24k 66.32
Southstate Bk Corp (SSB) 0.1 $1.5M 16k 98.87
Ishares Tr Core Total Usd (IUSB) 0.1 $1.5M 32k 46.71
Wal-Mart Stores (WMT) 0.1 $1.5M 14k 103.06
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.4M 3.0k 479.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.4M 14k 96.55
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.4M 81k 17.16
CSX Corporation (CSX) 0.1 $1.4M 38k 35.51
Cheniere Energy Partners Com Unit (CQP) 0.1 $1.3M 25k 53.82
Kirby Corporation (KEX) 0.1 $1.3M 16k 83.45
Baxter International (BAX) 0.1 $1.2M 53k 22.77
Blackstone Group Inc Com Cl A (BX) 0.1 $1.2M 6.8k 170.85
Nucor Corporation (NUE) 0.0 $1.1M 8.5k 135.43
Marathon Petroleum Corp (MPC) 0.0 $1.1M 5.9k 192.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.1M 15k 74.37
Ishares Tr Core Div Grwth (DGRO) 0.0 $1.1M 16k 68.08
Automatic Data Processing (ADP) 0.0 $1.0M 3.6k 293.51
ConocoPhillips (COP) 0.0 $1.0M 11k 94.59
Valero Energy Corporation (VLO) 0.0 $1.0M 6.0k 170.25
Calumet (CLMT) 0.0 $1.0M 56k 18.25
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.0M 8.6k 118.82
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.0M 7.0k 142.41
Vulcan Materials Company (VMC) 0.0 $994k 3.2k 307.62
Dupont De Nemours (DD) 0.0 $982k 13k 77.90
Waste Management (WM) 0.0 $965k 4.4k 220.83
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.0 $958k 21k 44.89
Fastenal Company (FAST) 0.0 $951k 19k 49.04
Eaton Corp SHS (ETN) 0.0 $944k 2.5k 374.25
Republic Services (RSG) 0.0 $939k 4.1k 229.48
American Express Company (AXP) 0.0 $928k 2.8k 332.16
Spdr Series Trust Nuveen Ice Munic (TFI) 0.0 $924k 20k 45.57
At&t (T) 0.0 $924k 33k 28.24
Kkr & Co (KKR) 0.0 $910k 7.0k 129.95
First Tr Exchange-traded SHS (FDL) 0.0 $892k 21k 43.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $879k 8.2k 106.78
Altria (MO) 0.0 $877k 13k 66.06
Wells Fargo & Company (WFC) 0.0 $874k 10k 83.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $862k 6.2k 139.67
Kimco Realty Corporation (KIM) 0.0 $855k 39k 21.85
Comcast Corp Cl A (CMCSA) 0.0 $837k 27k 31.42
Guidewire Software (GWRE) 0.0 $831k 3.6k 229.86
Vanguard Index Fds Value Etf (VTV) 0.0 $826k 4.4k 186.47
Gilead Sciences (GILD) 0.0 $819k 7.4k 111.00
Arthur J. Gallagher & Co. (AJG) 0.0 $812k 2.6k 309.74
Allstate Corporation (ALL) 0.0 $811k 3.8k 214.66
MPLX Com Unit Rep Ltd (MPLX) 0.0 $797k 16k 49.95
Southern Company (SO) 0.0 $780k 8.2k 94.77
Ishares Tr Russell 2000 Etf (IWM) 0.0 $763k 3.2k 241.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $754k 1.00 754200.00
Caterpillar (CAT) 0.0 $746k 1.6k 477.15
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $742k 2.3k 320.04
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $737k 15k 50.01
Cadence Bank (CADE) 0.0 $727k 19k 37.54
Apa Corporation (APA) 0.0 $706k 29k 24.28
Spdr Gold Tr Gold Shs (GLD) 0.0 $705k 2.0k 355.47
Vanguard Index Fds Small Cp Etf (VB) 0.0 $696k 2.7k 254.28
Phillips 66 (PSX) 0.0 $693k 5.1k 136.02
Stellar Bancorp Ord (STEL) 0.0 $689k 23k 30.34
Paychex (PAYX) 0.0 $678k 5.3k 126.77
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $675k 3.3k 206.53
Thermo Fisher Scientific (TMO) 0.0 $649k 1.3k 484.96
Netflix (NFLX) 0.0 $649k 541.00 1198.92
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $642k 6.1k 104.51
CenterPoint Energy (CNP) 0.0 $640k 17k 38.80
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $632k 8.6k 73.45
Oneok (OKE) 0.0 $621k 8.5k 72.97
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $617k 6.3k 97.82
Enbridge (ENB) 0.0 $609k 12k 50.46
Palantir Technologies Cl A (PLTR) 0.0 $591k 3.2k 182.42
Mondelez Intl Cl A (MDLZ) 0.0 $585k 9.4k 62.47
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $580k 3.5k 164.54
Curtiss-Wright (CW) 0.0 $571k 1.1k 543.02
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $562k 5.2k 108.70
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $554k 8.0k 69.37
Public Storage (PSA) 0.0 $533k 1.8k 288.85
Ishares Tr Core Msci Total (IXUS) 0.0 $531k 6.4k 82.57
Iron Mountain (IRM) 0.0 $507k 5.0k 101.94
Deere & Company (DE) 0.0 $498k 1.1k 457.13
Targa Res Corp (TRGP) 0.0 $495k 3.0k 167.54
Starbucks Corporation (SBUX) 0.0 $486k 5.7k 84.60
Linde SHS (LIN) 0.0 $475k 999.00 475.00
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $474k 12k 39.29
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $462k 2.1k 222.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $451k 5.7k 78.92
Ishares Tr Russell 3000 Etf (IWV) 0.0 $450k 1.2k 378.97
Dominion Resources (D) 0.0 $449k 7.3k 61.17
Chubb (CB) 0.0 $441k 1.6k 282.25
Hormel Foods Corporation (HRL) 0.0 $423k 17k 24.74
S&p Global (SPGI) 0.0 $418k 860.00 486.44
PNC Financial Services (PNC) 0.0 $409k 2.0k 200.93
Teledyne Technologies Incorporated (TDY) 0.0 $407k 695.00 586.04
Ies Hldgs (IESC) 0.0 $398k 1.0k 397.65
Alliant Energy Corporation (LNT) 0.0 $397k 5.9k 67.41
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $392k 1.7k 236.06
Vanguard World Inf Tech Etf (VGT) 0.0 $377k 504.00 747.03
Ea Series Trust Strive 500 Etf (STRV) 0.0 $375k 8.7k 43.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $375k 7.4k 50.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $364k 3.8k 95.88
Dow (DOW) 0.0 $357k 16k 22.93
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $355k 3.5k 102.87
Sap Se Spon Adr (SAP) 0.0 $352k 1.3k 267.21
Southwest Airlines (LUV) 0.0 $348k 11k 31.91
Target Corporation (TGT) 0.0 $346k 3.9k 89.71
Bank of New York Mellon Corporation (BK) 0.0 $344k 3.2k 108.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $342k 3.7k 91.42
Origin Bancorp (OBK) 0.0 $338k 9.8k 34.52
Fidelity Covington Trust Momentum Factr (FDMO) 0.0 $333k 4.0k 83.17
Elanco Animal Health (ELAN) 0.0 $329k 16k 20.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $329k 14k 23.28
Aon Shs Cl A (AON) 0.0 $325k 912.00 356.58
Main Street Capital Corporation (MAIN) 0.0 $318k 5.0k 63.59
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $316k 1.8k 176.81
Schlumberger Com Stk (SLB) 0.0 $309k 9.0k 34.37
Spotify Technology S A SHS (SPOT) 0.0 $305k 437.00 698.00
Boeing Company (BA) 0.0 $302k 1.4k 215.87
Constellation Energy (CEG) 0.0 $298k 904.00 329.12
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $292k 5.0k 58.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $291k 6.8k 42.79
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $289k 6.1k 47.55
Northrop Grumman Corporation (NOC) 0.0 $288k 472.00 609.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $286k 2.0k 145.68
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $285k 1.9k 148.61
International Bancshares Corporation 0.0 $280k 4.1k 68.75
Ishares Tr Esg Aware Msci (ESML) 0.0 $277k 6.1k 45.08
Royal Caribbean Cruises (RCL) 0.0 $276k 854.00 323.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $274k 982.00 279.29
Ishares Tr Select Us Reit (ICF) 0.0 $272k 4.4k 61.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $268k 2.7k 100.69
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $267k 3.5k 76.73
Intuit (INTU) 0.0 $264k 387.00 682.91
Take-Two Interactive Software (TTWO) 0.0 $264k 1.0k 258.36
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $260k 3.3k 79.79
Iamgold Corp (IAG) 0.0 $259k 20k 12.93
Select Sector Spdr Tr Financial (XLF) 0.0 $251k 4.7k 53.87
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $247k 829.00 297.62
Sezzle (SEZL) 0.0 $245k 3.1k 79.53
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $239k 3.1k 78.34
Totalenergies Se Sponsored Ads (TTE) 0.0 $238k 4.0k 59.68
Spdr Series Trust Nuveen Ice Short (SHM) 0.0 $237k 4.9k 48.22
UnitedHealth (UNH) 0.0 $235k 681.00 345.30
Us Bancorp Del Com New (USB) 0.0 $235k 4.9k 48.33
3M Company (MMM) 0.0 $233k 1.5k 155.18
Travelers Companies (TRV) 0.0 $224k 804.00 279.13
Ishares Tr Core Msci Eafe (IEFA) 0.0 $224k 2.6k 87.29
Te Connectivity Ord Shs (TEL) 0.0 $223k 1.0k 219.53
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $221k 508.00 435.46
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $219k 2.0k 106.78
Benchmark Electronics (BHE) 0.0 $217k 5.6k 38.55
American Electric Power Company (AEP) 0.0 $213k 1.9k 112.47
Shell Spon Ads (SHEL) 0.0 $210k 2.9k 71.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $207k 1.7k 120.72
Reddit Cl A (RDDT) 0.0 $204k 885.00 229.99
Ishares Tr National Mun Etf (MUB) 0.0 $202k 1.9k 106.49
Fortinet (FTNT) 0.0 $201k 2.4k 84.08
SYSCO Corporation (SYY) 0.0 $200k 2.4k 82.34
Serina Therapeutics Com Shs (SER) 0.0 $101k 19k 5.36