Linscomb Wealth, Inc. 13F Filings

Linscomb Wealth, Inc. 13F Filings

4 weeks from now

May 14, 2024  · Linscomb Wealth, Inc. 13F Portfolio Filings Most recent 13F Q3 2024. Location Houston, TX CIK 0001313294 Alternate names ... Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID; Q3 2024: 288: 2,017,052: VEA, IVV, IJH, DON 13F-HR …

13f.info

LINSCOMB WEALTH, INC. Top 13F Holdings - WhaleWisdom.com

4 weeks from now

Linscomb Wealth is a large advisory firm with 1758 clients and discretionary assets under management (AUM) of $4,285,540,318 (Form ADV from 2024-02-29). Their last reported 13F …

whalewisdom.com

Linscomb Wealth, Inc. Q3 2024 13F Top Portfolio Holdings

4 weeks from now

Aug 7, 2024  · Linscomb Wealth, Inc. reported 288 holdings with total value $2.02 B as of Q3 2024. Top holdings included VEA, IVV, IJH, DON, and EFA. Linscomb Wealth, Inc. Q3 2024 …

13f.info

Linscomb Wealth Inc. Reduces Position In The TJX Companies

4 weeks from now

Nov 16, 2024  · Linscomb Wealth Inc. cut its holdings in shares of The TJX Companies, Inc. (NYSE:TJX - Free Report) by 54.6% during the 3rd quarter, according to its most recent Form …

marketbeat.com

Linscomb Wealth Inc. Sells 2,799 Shares Of Amazon.com, Inc

4 weeks from now

5 days ago  · Linscomb Wealth Inc. lowered its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 3.2% in the 3rd quarter, according to its most recent Form …

marketbeat.com

Linscomb Wealth, Inc. Q2 2024 13F Top Portfolio Holdings

4 weeks from now

Linscomb Wealth, Inc. reported 284 holdings with total value $1.93 B as of Q2 2024. Top holdings included VEA, IVV, IJH, DON, and EFA. Linscomb Wealth, Inc. Q2 2024 13F Holdings …

13f.info

Linscomb Wealth Inc. Sells 8,290 Shares Of International Business ...

4 weeks from now

Nov 15, 2024  · Linscomb Wealth Inc. decreased its holdings in shares of International Business Machines Co. (NYSE:IBM - Free Report) by 42.3% in the 3rd quarter, according to its most …

marketbeat.com

Linscomb Wealth, Inc. Q1 2024 13F Top Portfolio Holdings

4 weeks from now

May 14, 2024  · Linscomb Wealth, Inc. reported 285 holdings with total value $1.94 B as of Q1 2024. Top holdings included VEA, IVV, IJH, DON, and EFA. Linscomb Wealth, Inc. Q1 2024 …

13f.info

Linscomb Wealth Inc. Sells 3,348 Shares Of Alphabet Inc

4 weeks from now

Nov 15, 2024  · Linscomb Wealth Inc. lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.7% in the third quarter, according to the company in its …

marketbeat.com

NJ's Wealthiest Counties Include Morris, Bergen, Hunterdon, More

4 weeks from now

Nov 29, 2024  · Close behind, at 36th, Somerset County tells a similar story. Despite edging Morris in median income at $131,948, it has lower investment income ($80,534) and slightly more …

northjersey.com