HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TAX MANAGED FDS (VEA) |
4,022,460 | -105,380 | $185,757 |
| VEA | 4,022,460 | -105,380 | $185,757 |
| ISHARES TR (IVV) |
367,017 | -16,812 | $163,583 |
| IVV | 367,017 | -16,812 | $163,583 |
| ISHARES TR (EFA) |
1,287,364 | -116,390 | $93,334 |
| EFA | 1,287,364 | -116,390 | $93,334 |
| ISHARES TR (IJH) |
356,499 | -16,226 | $93,217 |
| IJH | 356,499 | -16,226 | $93,217 |
| WISDOMTREE TR |
2,104,422 | -117,052 | $88,491 |
| DON | 2,104,422 | -117,052 | $88,491 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
439,511 | -39,315 | $71,926 |
| PRF | 439,511 | -39,315 | $71,926 |
| SPDR SER TR (SDY) |
369,111 | -42,212 | $45,246 |
| SDY | 369,111 | -42,212 | $45,246 |
| VANGUARD INDEX FDS (VTI) |
202,236 | -62,881 | $44,549 |
| VTI | 202,236 | -62,881 | $44,549 |
| EXXON MOBIL CORP |
408,329 | +22 | $43,793 |
| XOM | 408,329 | +22 | $43,793 |
| MICROSOFT CORP |
120,190 | -4,158 | $40,929 |
| MSFT | 120,190 | -4,158 | $40,929 |
| APPLE INC |
180,365 | -763 | $34,985 |
| AAPL | 180,365 | -763 | $34,985 |
| WISDOMTREE TR |
429,520 | -42,865 | $34,177 |
| DHS | 429,520 | -42,865 | $34,177 |
| JPMORGAN CHASE & CO |
126,145 | -1,895 | $18,347 |
| JPM | 126,145 | -1,895 | $18,347 |
| BROADCOM INC |
20,717 | -1,474 | $17,970 |
| AVGO | 20,717 | -1,474 | $17,970 |
| LAM RESEARCH CORP |
22,326 | -1,431 | $14,353 |
| LRCX | 22,326 | -1,431 | $14,353 |
| CHEVRON CORP NEW |
90,351 | -5,872 | $14,217 |
| CVX | 90,351 | -5,872 | $14,217 |
| MCDONALDS CORP |
44,748 | -2,674 | $13,353 |
| MCD | 44,748 | -2,674 | $13,353 |
| ISHARES TR (IDV) |
504,518 | -33,178 | $13,284 |
| IDV | 504,518 | -33,178 | $13,284 |
| PROCTER AND GAMBLE CO |
83,876 | -4,233 | $12,727 |
| PG | 83,876 | -4,233 | $12,727 |
| ACCENTURE PLC IRELAND |
39,819 | -2,504 | $12,287 |
| ACN | 39,819 | -2,504 | $12,287 |
| JOHNSON & JOHNSON |
73,679 | -2,144 | $12,195 |
| JNJ | 73,679 | -2,144 | $12,195 |
| VANGUARD WHITEHALL FDS (VYM) |
114,671 | -1,194 | $12,163 |
| VYM | 114,671 | -1,194 | $12,163 |
| ABBVIE INC |
90,151 | -4,379 | $12,146 |
| ABBV | 90,151 | -4,379 | $12,146 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
25,008 | -1,565 | $11,976 |
| MDY | 25,008 | -1,565 | $11,976 |
| PEPSICO INC |
64,644 | -3,929 | $11,973 |
| PEP | 64,644 | -3,929 | $11,973 |
| ABBOTT LABS |
109,286 | -5,084 | $11,914 |
| ABT | 109,286 | -5,084 | $11,914 |
| LOCKHEED MARTIN CORP |
25,879 | -1,099 | $11,914 |
| LMT | 25,879 | -1,099 | $11,914 |
| WISDOMTREE TR |
258,426 | -12,630 | $11,580 |
| EES | 258,426 | -12,630 | $11,580 |
| QUALCOMM INC |
97,279 | -3,663 | $11,580 |
| QCOM | 97,279 | -3,663 | $11,580 |
| AMAZON COM INC |
88,360 | -1,117 | $11,519 |
| AMZN | 88,360 | -1,117 | $11,519 |
| RAYTHEON TECHNOLOGIES CORP |
116,963 | -6,108 | $11,458 |
| RTX | 116,963 | -6,108 | $11,458 |
| VANGUARD INDEX FDS (VXF) |
74,953 | -4,369 | $11,155 |
| VXF | 74,953 | -4,369 | $11,155 |
| ISHARES TR (DVY) |
97,360 | -4,482 | $11,031 |
| DVY | 97,360 | -4,482 | $11,031 |
| WISDOMTREE TR |
282,327 | -20,976 | $10,805 |
| DEM | 282,327 | -20,976 | $10,805 |
| UNITED PARCEL SERVICE INC |
59,387 | -3,681 | $10,645 |
| UPS | 59,387 | -3,681 | $10,645 |
| BLACKROCK INC |
15,236 | -676 | $10,530 |
| BLK | 15,236 | -676 | $10,530 |
| CISCO SYS INC |
201,159 | -8,984 | $10,408 |
| CSCO | 201,159 | -8,984 | $10,408 |
| CUMMINS INC |
42,348 | -2,134 | $10,382 |
| CMI | 42,348 | -2,134 | $10,382 |
| TEXAS INSTRS INC |
55,860 | -2,908 | $10,056 |
| TXN | 55,860 | -2,908 | $10,056 |
| BANK AMERICA CORP |
344,054 | -13,166 | $9,871 |
| BAC | 344,054 | -13,166 | $9,871 |
| GENERAL MLS INC |
127,925 | -6,992 | $9,812 |
| GIS | 127,925 | -6,992 | $9,812 |
| NORFOLK SOUTHN CORP |
43,257 | -1,932 | $9,809 |
| NSC | 43,257 | -1,932 | $9,809 |
| J P MORGAN EXCHANGE TRADED F (JPEM) |
193,828 | -17,950 | $9,786 |
| JPEM | 193,828 | -17,950 | $9,786 |
| VISA INC |
40,500 | -811 | $9,618 |
| V | 40,500 | -811 | $9,618 |
| WILLIAMS SONOMA INC |
76,227 | -4,592 | $9,539 |
| WSM | 76,227 | -4,592 | $9,539 |
| AMGEN INC |
42,204 | -1,980 | $9,370 |
| AMGN | 42,204 | -1,980 | $9,370 |
| KINDER MORGAN INC DEL |
531,081 | -22,182 | $9,145 |
| KMI | 531,081 | -22,182 | $9,145 |
| FIDELITY MERRIMACK STR TR |
201,192 | -36,998 | $9,138 |
| FBND | 201,192 | -36,998 | $9,138 |
| HONEYWELL INTL INC |
43,554 | -2,073 | $9,037 |
| HON | 43,554 | -2,073 | $9,037 |
| COMCAST CORP NEW |
213,376 | -10,137 | $8,866 |
| CMCSA | 213,376 | -10,137 | $8,866 |
See Full List: All Stocks Held By Linscomb & Williams Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Linscomb & Williams Inc.
|
Size ($ in 1000's)
At 06/30/2023: $1,853,113 At 03/31/2023: $1,906,731 Linscomb & Williams Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Linscomb & Williams Inc. 13F filings. Link to 13F filings: SEC filings |
