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Linscomb Wealth, Inc.

Q2 2015 Holdings

Filed 2015-08-05 | 269 holdings | $8.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Occidental Pete Corp del(OXY)COM674599105$11.1K142,6720.1%
Vanguard Index FDS Extend MKT ETF(VXF)COM922908652$12.1K131,6360.1%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$12.4K45,3500.1%
Ishares TR Select Divid ETF(DVY)COM464287168$19.4K257,8330.2%
Spdr Series Trust S&P Divid ETF(SDY)COM78464A763$30.8K404,4340.4%
Wisdomtree TR Europe Hedged EQ(HEDJ)COM97717X701$34.2K554,5980.4%
Vanguard Index FDS Total STK MKT(VTI)COM922908769$38.8K362,1150.4%
Wisdomtree TR Midcap Divi FD(DON)COM97717W505$56.0K677,3510.6%
Ishares TR Core S&p500 ETF(IVV)COM464287200$62.2K300,2880.7%
Ishares TR Core S&P MCP ETF(IJH)COM464287507$65.1K434,1880.8%
Vanguard TAX Managed Intl Ftse DEV MKT ETF(VEA)COM921943858$66.7K1,681,1730.8%
Wisdomtree TR Eqty Inc FD(DHS)COM97717W208$76.2K1,280,5860.9%
Exxon Mobil Corp(XOM)COM30231G102$77.8K935,2580.9%
Cummins Inc(CMI)COM231021106$223.0K1,7002.6%
Costco Whsl Corp New(COST)COM22160K105$408.0K3,0244.7%
Crown Castle Intl Corp New(CCI)COM22822V101$418.0K5,2024.8%
Conocophillips(COP)COM20825C104$920.0K14,98010.6%
Cisco SYS Inc(CSCO)COM17275R102$2.6M95,94630.4%
Abbvie Inc(ABBV)COM00287Y109$3.2M47,11936.5%
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