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Linscomb Wealth, Inc.

Q4 2017 Holdings

Filed 2018-02-02 | 271 holdings | $22.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Summit Matls Inc CL A(7SU)COM86614U100$16.0K508,4220.1%
Ishares TR Select Divid ETF(DVY)COM464287168$16.1K162,9850.1%
Wisdomtree TR US Smallcp Erngs(EES)COM97717W562$21.9K604,7730.1%
Vanguard Intl Equity IND Ftse EMR MKT ETF(VWO)COM922042858$24.4K531,0420.1%
Spdr Series Trust S&P Divid ETF(SDY)COM78464A763$39.3K416,1010.2%
Vanguard Index FDS Total STK MKT(VTI)COM922908769$45.4K330,8350.2%
Wisdomtree TR US Midcap Divid(DON)COM97717W505$65.9K1,866,7910.3%
Exxon Mobil Corp(XOM)COM30231G102$72.6K867,6180.3%
Ishares TR Core S&P MCP ETF(IJH)COM464287507$76.9K405,3240.3%
Ishares TR Core S&p500 ETF(IVV)COM464287200$86.3K320,9080.4%
Wisdomtree TR US High Dividend(DHS)COM97717W208$100.1K1,373,7920.5%
Vanguard TAX Managed INT Ftse DEV MKT ETF(VEA)COM921943858$168.5K3,755,4870.8%
Curtiss Wright Corp(CW)COM231561101$247.0K2,0301.1%
Antero RES Corp(AR)COM03674X106$251.0K13,2091.1%
Biogen Inc(BIIB)COM09062X103$472.0K1,4812.1%
Costco Whsl Corp New(COST)COM22160K105$532.0K2,8582.4%
Conocophillips(COP)COM20825C104$762.0K13,8763.4%
Crown Castle Intl Corp N(CCI)COM22822V101$3.7M32,87616.4%
Cummins Inc(CMI)COM231021106$3.8M21,75417.3%
Cisco SYS Inc(CSCO)COM17275R102$5.3M138,22423.8%
Abbvie Inc(ABBV)COM00287Y109$6.0M61,88826.9%
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