Linscomb & Williams, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Linscomb & Williams, Inc. is a well-established investment firm known for its expertise in managing portfolios and providing financial advice. In this article, we will compare the holdings of Linscomb & Williams, Inc.'s 13F form for the second and third quarters of 2023. The 13F form is required to be filed by institutional investment managers who manage assets worth at least $100 million.

During the second and third quarters of 2023, Linscomb & Williams, Inc. made some interesting changes to its holdings. In total, there were 55 securities listed in the 13F form. Let's take a closer look at the top 10 holdings and the changes that occurred.

1. VEA - VANGUARD TAX-MANAGED FDS:

- Q2 2023: 4,022,460 shares

- Q3 2023: 3,934,737 shares

- Change: -7.4%

VANGUARD TAX-MANAGED FDS, the top holding of Linscomb & Williams, Inc., saw a decrease of 7.4% in shares during the third quarter of 2023 compared to the second quarter.

2. IVV - ISHARES TR:

- Q2 2023: 367,017 shares

- Q3 2023: 359,001 shares

- Change: -5.8%

ISHARES TR, the second top holding, also experienced a decrease of 5.8% in shares during the same period.

3. IJH - ISHARES TR:

- Q2 2023: 356,499 shares

- Q3 2023: 338,681 shares

- Change: -9.4%

ISHARES TR's IJH saw a significant decrease of 9.4% in shares between the second and third quarters of 2023.

4. EFA - ISHARES TR:

- Q2 2023: 1,287,364 shares

- Q3 2023: 1,220,908 shares

- Change: -9.8%

Another holding from ISHARES TR, EFA, experienced a decrease of 9.8% in shares during the analyzed period.

5. DON - WISDOMTREE TR:

- Q2 2023: 2,104,422 shares

- Q3 2023: 1,994,714 shares

- Change: -7.7%

WISDOMTREE TR's DON also saw a decrease of 7.7% in shares between the two quarters.

6. PRF - INVESCO EXCHANGE TRADED FD T:

- Q2 2023: 439,511 shares

- Q3 2023: 2,161,935 shares

- Change: -4.4%

INVESCO EXCHANGE TRADED FD T's PRF experienced a decrease of 4.4% in shares.

7. XOM - EXXON MOBIL CORP:

- Q2 2023: 408,329 shares

- Q3 2023: 432,471 shares

- Change: 16.1%

EXXON MOBIL CORP's XOM, on the other hand, had an increase of 16.1% in shares during the analyzed period.

8. SDY - SPDR SER TR:

- Q2 2023: 369,111 shares

- Q3 2023: 338,612 shares

- Change: -13.9%

SPDR SER TR's SDY saw a significant decrease of 13.9% in shares.

9. VTI - VANGUARD INDEX FDS:

- Q2 2023: 202,236 shares

- Q3 2023: 177,450 shares

- Change: -15.4%

VANGUARD INDEX FDS' VTI also experienced a noticeable decrease of 15.4% in shares.

10. MSFT - MICROSOFT CORP:

- Q2 2023: 120,190 shares

- Q3 2023: 114,597 shares

- Change: -11.6%

MICROSOFT CORP's MSFT saw a decrease of 11.6% in shares during the third quarter of 2023.

These top 10 holdings reflect the changes that occurred in Linscomb & Williams, Inc.'s portfolio during the analyzed period. Some holdings experienced decreases in shares, while others saw increases. These changes could reflect the investment firm's strategic decisions based on market trends, company analysis, and portfolio diversification.

It is important to note that the changes in holdings should not be considered as recommendations or investment advice. The purpose of this article is to present the comparison between the second and third quarters of 2023 13F holdings of Linscomb & Williams, Inc. These changes may have been made based on the investment firm's specific investment objectives, strategies, and risk preferences.

In conclusion, Linscomb & Williams, Inc. made various changes to its 13F holdings during the second and third quarters of 2023. These changes reflect the investment firm's portfolio adjustments and strategic decisions. It is always essential for investors to closely monitor their investments and consult with financial professionals when making investment decisions.

Disclaimer: The information presented in this article is based on publicly available data and should not be considered as professional financial advice. Always do your research and consult with a qualified financial advisor before making investment decisions.