Linscomb & Williams, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.97 Billion distributed in 290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $192M, Ishares Core S&P 500 ETF with a value of $190M, Ishares Core S&P Mid Cap ETF with a value of $97.5M, Wisdomtree Tr U.S. Midcap Divi with a value of $93.7M, and Invesco Exchange Traded Fd Tr with a value of $83.6M.

Examining the 13F form we can see an decrease of $36.4M in the current position value, from $2.01B to 1.97B.

Linscomb & Williams, Inc. is based out at Houston, TX

Below you can find more details about Linscomb & Williams, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.97 Billion
ETFs: $1.1 Billion
Technology: $210 Million
Financial Services: $117 Million
Energy: $112 Million
Industrials: $92.8 Million
Healthcare: $86.6 Million
Consumer Cyclical: $78 Million
Consumer Defensive: $51 Million
Other: $109 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 290
  • Current Value $1.97 Billion
  • Prior Value $2.01 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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