Linscomb Wealth

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Linscomb Wealth Inc. Has $3.40 Million Holdings In Texas …

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Nov 15, 2024 · Linscomb Wealth Inc. lessened its stake in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 69.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 16,476 shares of the semiconductor …

marketbeat.com

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Linscomb Wealth, Inc. 13F Filings

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May 14, 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 ... Q3 2024. Location Houston, TX …

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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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Linscomb Wealth, Inc. Portfolio Filings

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Linscomb Wealth, Inc. 13F Portfolio Filings Latest portfolio report Q1 2024 - May 14, 2024. Value $ $1.94B ... Suite 1500, Houston, Texas Holdings Value Quarter Holdings Value $ Bought …

portfoliosavvy.com

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

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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. ... Q3 2024 13F Holdings …

13f.info

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Linscomb Wealth Review 2024 - Investor.com

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Oct 16, 2024 · Linscomb Wealth, registered in 1995, serves 20 state(s) with a licensed staff of 22 advisors. Linscomb Wealth manages $4.3 billion and provides investment advisory services …

investor.com

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

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4 days ago · Linscomb Wealth Inc.’s holdings in Amazon.com were worth $15,568,000 at the end of the most recent quarter. Other institutional investors also recently bought and sold shares of …

etfdailynews.com

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Linscomb Wealth Inc. Has $11.18 Million Holdings In Johnson

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Nov 15, 2024 · Linscomb Wealth Inc. trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.0% in the third quarter, HoldingsChannel reports. The …

techdows.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. …

mayfieldrecorder.com

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

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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

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

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5 days ago · Linscomb Wealth Inc.’s holdings in Amazon.com were worth $15,568,000 at the end of the most recent quarter. ... Geode Capital Management LLC Has $29.12 Million Holdings in …

defenseworld.net

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

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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

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Linscomb Wealth Inc. Lowers Position In Alphabet Inc.

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Nov 30, 2024 · Linscomb Wealth Inc.’s holdings in Alphabet were worth $8,918,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds also recently …

etfdailynews.com

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NIKE, Inc. (NYSE:NKE) Shares Acquired By Linscomb Wealth Inc.

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Nov 15, 2024 · Linscomb Wealth Inc. boosted its holdings in NIKE, Inc. (NYSE:NKE - Free Report) by 2,163.2% in the third quarter, according to the company in its most recent Form …

marketbeat.com

FAQs about Linscomb Wealth 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%. ...

What is Linscomb Wealth?

Linscomb Wealth, Inc. is a wealth management firm that was formerly known as Linscomb & Williams, Inc. It is a Cadence Bank (NYSE: CADE) subsidiary and has been a trusted name in wealth management since 1971. The firm recently announced a new name as part of a firm-wide rebrand. ...

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. ...

Does linscomb wealth own alphabet?

Linscomb Wealth Inc.’s holdings in Alphabet were worth $8,918,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds also recently made changes to their positions in GOOGL. China Universal Asset Management Co. Ltd. lifted its stake in Alphabet by 70.6% during the first quarter. ...

Does linscomb wealth offer investment advisory services?

Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. ...