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Linscomb & Williams, Inc.

SEC CIK
0001313294
Latest filing
Jul 31, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.

Institution overview
Positions
327
No 13F data for Q4 2020
Portfolio value
$1.84B
No 13F data for Q4 2020
Filed
May 12, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Linscomb & Williams, Inc. in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF3,666,834$180.1M9.8%–––
iShares Core S&P 500 ETF464287200ETF357,462$142.2M7.7%–––
iShares Core S&P Mid-Cap ETF464287507ETF396,320$103.2M5.6%–––
WisdomTree Tr97717W505US MIDCAP DIVID2,423,719$98.0M5.3%–––
iShares MSCI Eafe ETF464287465ETF1,041,099$79.0M4.3%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF295,946$61.2M3.3%–––
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF346,802$52.6M2.9%–––
XOMExxonMobil Holdings CorpCOM903,488$50.4M2.7%––History
SPDR Series Trust78464A763ST STR SP DIV415,153$49.0M2.7%–––
WisdomTree Tr97717W208US HIGH DIVIDEND438,487$33.5M1.8%–––
MSFTMicrosoft CorpStock130,789$30.8M1.7%––History
AAPLApple Inc.Stock191,561$23.4M1.3%––History
WisdomTree Tr97717W562US SMALLCAP FUND434,134$20.6M1.1%–––
JPMJPMorgan Chase & CoStock115,906$17.6M1.0%––History
Vanguard Index FDS922908652EXTEND MKT ETF91,574$16.2M0.9%–––
WSMWilliams Sonoma IncCOM80,767$14.5M0.8%––History
LRCXLam Research CorpCOM23,772$14.2M0.8%––History
iShares Select Dividend ETF464287168ETF122,847$14.0M0.8%–––
MDYSPDR S&P Midcap 400 ETF TrustETF28,877$13.7M0.7%––History
JNJJohnson & JohnsonStock83,525$13.7M0.7%––History
Vanguard High Dividend Yield Index ETF921946406ETF134,662$13.6M0.7%–––
BACBank of America CorpStock327,911$12.7M0.7%––History
QCOMQualcomm IncStock95,426$12.7M0.7%––History
iShares Tr464288448INTL SEL DIV ETF401,938$12.7M0.7%–––
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT222,954$12.6M0.7%–––
ABTAbbott LaboratoriesStock104,444$12.5M0.7%––History
WisdomTree Tr97717X651US S CAP QTY DIV265,038$12.2M0.7%–––
AMZNAmazon Com IncStock3,923$12.1M0.7%––History
INTCIntel CorpStock187,408$12.0M0.7%––History
iShares Tr464287234MSCI EMG MKT ETF220,050$11.7M0.6%–––
iShares Russell 1000 Value ETF464287598ETF75,822$11.5M0.6%–––
NSCNorfolk Southern CorpStock41,888$11.2M0.6%––History
PGProcter & Gamble CoStock82,077$11.1M0.6%––History
BLKBlackRock, Inc.COM14,480$10.9M0.6%––History
ACNAccenture plcStock39,280$10.9M0.6%––History
AVGOBroadcom Inc.Stock23,062$10.7M0.6%––History
CCitigroup IncStock142,131$10.3M0.6%––History
iShares Russell 1000 Growth ETF464287614ETF42,234$10.3M0.6%–––
UPSUnited Parcel Service IncStock60,030$10.2M0.6%––History
ABBVAbbVie Inc.Stock93,765$10.1M0.6%––History
SPYSPDR S&P 500 ETF TrustETF25,196$9.99M0.5%––History
CMICummins IncStock38,351$9.94M0.5%––History
TXNTexas Instruments IncStock52,040$9.84M0.5%––History
MCDMcDonalds CorpStock43,420$9.73M0.5%––History
CVXChevron CorpStock92,713$9.71M0.5%––History
CSCOCisco Systems, Inc.Stock183,241$9.47M0.5%––History
CCICrown Castle Inc.REIT54,065$9.31M0.5%––History
PEPPepsiCo IncStock65,673$9.29M0.5%––History
AMGNAmgen IncStock37,235$9.26M0.5%––History
TAT&T Inc.Stock305,320$9.24M0.5%––History
RTXRTX CorpStock115,744$8.94M0.5%––History
METMetlife IncStock146,835$8.93M0.5%––History
VZVerizon Communications IncStock153,334$8.92M0.5%––History
VVisa Inc.Stock41,373$8.76M0.5%––History
WisdomTree Tr97717W315EMER MKT HIGH FD195,740$8.68M0.5%–––
LMTLockheed Martin CorpStock22,890$8.46M0.5%––History
CMCSAComcast CorpStock155,664$8.42M0.5%––History
DUKDuke Energy CORPStock86,840$8.38M0.5%––History
CVSCVS Health CorpStock110,778$8.33M0.5%––History
DOWDow Inc.Stock129,254$8.26M0.5%––History
SBUXStarbucks CorpStock70,892$7.75M0.4%––History
PFEPfizer IncStock210,752$7.64M0.4%––History
KMIKinder Morgan, Inc.Stock458,269$7.63M0.4%––History
TFCTruist Financial CorpCOM130,149$7.59M0.4%––History
USBUS Bancorp DECOM NEW136,382$7.54M0.4%––History
HONHoneywell International IncCOM34,732$7.54M0.4%––History
Vanguard Whitehall FDS921946794INTL HIGH ETF114,388$7.49M0.4%–––
GOOGAlphabet Inc.Stock3,529$7.30M0.4%––History
PMPhilip Morris International Inc.Stock82,036$7.28M0.4%––History
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX38,771$7.17M0.4%–––
GISGeneral Mills IncStock115,571$7.09M0.4%––History
DDominion Energy, IncStock87,729$6.66M0.4%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF57,763$6.58M0.4%–––
MDTMedtronic plcStock55,063$6.50M0.4%––History
JPMorgan Ultra-Short Income ETF46641Q837ETF124,733$6.33M0.3%–––
IBMInternational Business Machines CorpStock44,460$5.92M0.3%––History
GOOGLAlphabet Inc.Stock2,844$5.87M0.3%––History
MAMastercard IncStock16,125$5.74M0.3%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD68,235$5.63M0.3%–––
iShares Tr464287622RUS 1000 ETF23,169$5.19M0.3%–––
PYPLPayPal Holdings, Inc.Stock20,359$4.94M0.3%––History
Vanguard Ftse Emerging Markets ETF922042858ETF92,717$4.83M0.3%–––
METAMeta Platforms, Inc.Stock15,165$4.47M0.2%––History
SYKStryker CorpStock18,164$4.42M0.2%––History
WisdomTree Tr97717W307US LARGECAP DIVD38,143$4.37M0.2%–––
Vanguard Star FDS921909768VG TL INTL STK F69,562$4.36M0.2%–––
VRSKVerisk Analytics, Inc.COM24,109$4.26M0.2%––History
Invesco QQQ Trust Series I46090E103ETF13,034$4.16M0.2%–––
KOCoca Cola CoStock78,796$4.15M0.2%––History
LHCGLHC Group, IncCOM21,400$4.09M0.2%––History
EPDEnterprise Products Partners L.P.Stock181,042$3.99M0.2%––History
CTVACorteva, Inc.Stock82,517$3.85M0.2%––History
COFCapital One Financial CorpStock29,148$3.71M0.2%––History
iShares Tr46434V613CORE UNIVRSL USD68,087$3.59M0.2%–––
AMTAmerican Tower CorpREIT14,785$3.53M0.2%––History
Invesco Exchange Traded FD T46137V142WATER RES ETF69,788$3.45M0.2%–––
LHLabcorp Holdings Inc.COM NEW13,156$3.35M0.2%––History
UNPUnion Pacific CorpStock15,211$3.35M0.2%––History
Vanguard Total Bond Market ETF921937835ETF38,401$3.25M0.2%–––
EMREmerson Electric CoStock34,632$3.12M0.2%––History

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Linscomb & Williams, Inc. in Q1 2021
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$1.47M
WMTWalmart Inc.Stock–$570.0K
AAPLApple Inc.Stock–$489.0K
AMZNAmazon Com IncStock–$309.0K