Linscomb Wealth, Inc. 13F Filings - sensamarket.com

Linscomb Wealth, Inc. reported 288 holdings with total value $2.02B as of Q3 2024. Top holdings included VANGUARD TAX-MANAGED FDS, IVV, IJH, DON


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Linscomb Wealth, Inc. 13F Filings - Sensamarket.com

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Linscomb Wealth, Inc. reported 288 holdings with total value $2.02B as of Q3 2024. Top holdings included VANGUARD TAX-MANAGED FDS, IVV, IJH, DON

sensamarket.com

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Linscomb Wealth Inc. Has $2.82 Million Holdings In Vanguard …

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Nov 15, 2024  · Linscomb Wealth Inc. cut its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.9% during the 3rd quarter, HoldingsChannel reports. …

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Linscomb Wealth Inc. Sells 3,212 Shares Of Vanguard ... - Techdows

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Nov 15, 2024  · Linscomb Wealth Inc. reduced its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 3.9% during the third quarter, according to the …

techdows.com

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

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Linscomb Wealth is based out of Houston. Linscomb Wealth is a large advisory firm with 1758 clients and discretionary assets under management (AUM) of $4,285,540,318 (Form ADV …

whalewisdom.com

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Vanguard Russell 2000 ETF (NASDAQ:VTWO) Stock Position

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Jul 28, 2024  · Linscomb Wealth Inc. boosted its stake in shares of Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 7.1% during the first quarter, HoldingsChannel.com …

techdows.com

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Linscomb Wealth Inc. Trims Stock Position In Amazon.com, Inc.

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Dec 27, 2024  · Amazon.com Stock Down 0.9 %. Shares of NASDAQ AMZN opened at $227.05 on Friday. The stock has a market cap of $2.39 trillion, a PE ratio of 48.62, a P/E/G ratio of …

etfdailynews.com

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Linscomb Wealth Inc. Sells 3,488 Shares Of Vanguard Extended

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Sep 11, 2024  · Linscomb Wealth Inc. lessened its holdings in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 4.7% in the second quarter, Holdings Channel reports. …

techdows.com

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Linscomb Wealth Inc. Takes $2.06 Million Position In ... - MarketBeat

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Nov 16, 2024  · Linscomb Wealth Inc. purchased a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the 3rd quarter, according to the company in its …

marketbeat.com

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

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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

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Linscomb Wealth Inc. Acquires 360 Shares Of Vanguard Small

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Sep 12, 2024  · Linscomb Wealth Inc. lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 14.0% in the 2nd quarter, HoldingsChannel reports. The institutional …

techdows.com

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Linscomb Wealth Inc. Has $378,000 Holdings In IShares S&P Mid …

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Nov 16, 2024  · Linscomb Wealth Inc. trimmed its stake in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 6.5% during the 3rd quarter, HoldingsChannel.com …

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FAQs about Linscomb Wealth, Inc. 13F Filings - sensamarket.com Coupon?

What is linscomb & Williams's largest holding?

Linscomb & Williams's largest holding is Vanguard Developed Markets Index Fund-ETF Shares with shares held of 3,934,737. Whalewisdom has at least 76 13F filings ...

Where is linscomb & Williams based?

Linscomb & Williams is based out of Houston. Linscomb & Williams is a large advisory firm with 1898 clients and discretionary assets under management (AUM) of $4,255,388,986 (Form ADV from 2023-09-06). Their last reported 13F filing for Q3 2023 included $1,709,561,713 in managed 13F securities and a top 10 holdings concentration of 47.32%. ...

How much assets does Linscomb & Williams manage?

Linscomb & Williams manages $4.3 billion in assets. While they advise clients across a variety of portfolio sizes, the average client balance is currently $2.2 million. ...

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