IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Linscomb Wealth, Inc.

Q4 2014 Holdings

Filed 2015-02-04 | 273 holdings | $10.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Conocophillips(COP)COM20825C104$3.1M44,48530.3%
Abbvie Inc(ABBV)COM00287Y109$3.0M46,25829.9%
Cisco SYS Inc(CSCO)COM17275R102$2.5M91,11725.0%
Costco Whsl Corp New(COST)COM22160K105$341.0K2,4023.4%
Cummins Inc(CMI)COM231021106$260.0K1,8052.6%
Exxon Mobil Corp(XOM)COM30231G102$86.7K937,7110.9%
Wisdomtree TR Eqty Inc FD(DHS)COM97717W208$75.7K1,228,8120.7%
Ishares TR Core S&P MCP ETF(IJH)COM464287507$64.8K447,7710.6%
Ishares TR Core S&p500 ETF(IVV)COM464287200$60.8K293,8050.6%
Wisdomtree TR Midcap Divi FD(DON)COM97717W505$55.6K663,4300.5%
Vanguard Index FDS Total STK MKT(VTI)COM922908769$38.6K364,2820.4%
Spdr Series Trust S&P Divid ETF(SDY)COM78464A763$31.2K396,1960.3%
Vanguard TAX Managed Intl FD Ftse DEV MKT ETF(VEA)COM921943858$27.8K734,1870.3%
Ishares TR Select Divid ETF(DVY)COM464287168$23.3K293,3850.2%
Ishares Eafe Value ETF(EFV)COM464288877$20.2K395,9310.2%
Claymore Exchange TRD FD TR GUG Multi AssetCOM18383M506$12.9K575,7970.1%
Ishares Intl SEL DIV ETF(IDV)COM464288448$12.8K379,7630.1%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$12.7K48,1440.1%
Occidental Pete Corp del(OXY)COM674599105$11.6K144,4900.1%
Vanguard Index FDS Extend MKT ETF(VXF)COM922908652$11.6K131,7830.1%
Claymore Exchange TRD FD TR Gugg Bull 2015COM18383M423$11.3K434,8550.1%
Wisdomtree TR Smlcap Earn FD(EES)COM97717W562$9.4K113,9030.1%
Wisdomtree TR Emerg Mkts ETF(DEM)COM97717W315$8.9K210,8020.1%
Tortoise Energy Infrstrctr CCOM89147L100$7.8K177,0540.1%
Claymore Exchange TRD FD TR Gugg CRP BD 2016COM18383M555$7.4K335,9180.1%
Claymore Exchange TRD FD TR Gugg CRP BD 2017COM18383M548$7.1K312,5930.1%
General Electric CoCOM369604103$6.2K245,4720.1%
Claymore Exchange TRD FD TR GUG Bull2018 ECOM18383M530$5.8K275,5840.1%
Chevron Corp New(CVX)COM166764100$5.6K50,0310.1%
Apple IncCOM37833100$5.6K50,6850.1%
Johnson & Johnson(JNJ)COM478160104$5.4K51,9310.1%
Cheniere Energy Inc(LNG)COM16411R208$5.3K74,9950.1%
Enterprise Prods Partners L(EPD)COM293792107$5.2K143,7230.1%
Claymore Exchange TRD FD TR GUG Blt2018 HY(90002USD)COM18383M381$4.9K191,5190.0%
Claymore Exchange TRD FD TR GUG Bull2020 ECOM18383M514$4.8K227,8930.0%
Tortoise MLP FD IncCOM89148B101$4.7K167,7970.0%
Claymore Exchange TRD FD TR GUG Bull2019 ECOM18383M522$4.3K207,8230.0%
Claymore Exchange TRD FD TR Gugg CRP BD 2015COM18383M563$4.2K192,3100.0%
Wisdomtree TR Defa EQT Inc ETF(DTH)COM97717W802$4.1K97,9990.0%
Microsoft Corp(MSFT)COM594918104$4.1K88,8480.0%
Wisdomtree TR US S Cap DIV GRW(DGRS)COM97717X651$3.9K131,6350.0%
Claymore Exchange TRD FD TR GUG Blt2016 HYCOM18383M415$3.8K147,9870.0%
Kinder Morgan Inc del(KMI)COM49456B101$3.8K90,4890.0%
Intel Corp(INTC)COM458140100$3.7K102,3890.0%
Wisdomtree TR Largecap Divid(DLN)COM97717W307$3.5K47,2470.0%
Procter & Gamble Co(PG)COM742718109$3.3K36,5910.0%
Claymore Exchange TRD FD TR GUG Blt2017 HYCOM18383M399$3.3K127,3210.0%
JPMorgan Chase & Co(JPM)COM46625H100$3.3K52,4050.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$3.3K42,8720.0%
Claymore Exchange TRD FD TR GUG BUL 2019 HYCOM18383M373$3.2K129,5240.0%
Page 1 of 6Next