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CIK: 0001313294
Total reported value
$2.3B
$2.3B
290 檔
28.5%
At the close of Q4 2024, Linscomb Wealth, Inc. disclosed equity holdings valued at approximately $2.3B, spread across 290 reported holdings.
During Q4 2024, Linscomb Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, IJH) accounted for 28.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.58% | +0.40% | +2.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.45% | +0.79% | -0.11% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.85% | +0.22% | +0.65% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.67% | +0.05% | -1.12% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 4.16% | +0.34% | +0.58% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.98% | -0.03% | -0.00% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.10% | +4.02% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.31% | +0.10% | -0.97% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.24% | -3.06% | +0.71% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.96% | -0.07% | +0.82% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.91% | -0.04% | -1.45% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.89% | +0.06% | -1.71% | |
| 13 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.67% | -0.03% | +0.85% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | — | -0.10% | |
| 15 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.10% | +0.10% | -2.13% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.02% | +0.79% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 0.70% | -0.03% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.02% | +0.06% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 0.67% | +0.12% | +0.21% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.05% | -0.24% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | +0.13% | +1.11% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.65% | +0.06% | -0.04% | |
| 23 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.64% | -0.09% | -0.99% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | +0.98% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.08% | +1.14% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.07% | +1.99% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | +0.79% | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | +0.03% | -4.08% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.09% | +1.38% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.17% | -0.56% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.57% | -0.01% | -1.95% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.12% | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.07% | -0.76% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.02% | -0.26% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.21% | +3.25% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.04% | +1.32% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.03% | +1.29% | |
| 38 | MET | Metlife Inc | Stock-Financials | 0.50% | +0.05% | -0.40% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.16% | +1.19% | |
| 40 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.50% | +0.06% | +9.28% | |
| 41 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.50% | +0.03% | -4.31% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.50% | -0.03% | -0.00% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.07% | +0.10% | |
| 44 | IDV | Ishares International Select | ETF-Other | 0.49% | -0.06% | -3.23% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.48% | +0.01% | +2.05% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.48% | -0.06% | +2.76% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.47% | -0.04% | +0.97% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.47% | -0.01% | +1.77% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.46% | +0.01% | -0.12% | |
| 50 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.46% | +0.28% | +11.40% |
According to official SEC Form 13F filings, Linscomb Wealth, Inc. reported a total U.S. public equity portfolio value of $2.3B across 290 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Linscomb Wealth, Inc.'s top holdings by market value included VEA (9.6%)、IVV (9.4%)、IJH (4.8%). The largest single position, VEA, represented 9.6% of total portfolio value.
In Q4 2024, Linscomb Wealth, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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