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Linscomb & Williams, Inc.

SEC CIK
0001313294
Latest filing
Jul 31, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 17, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
341
+6 vs. Q4 2021
Portfolio value
$2.09B
−$790.0K (0.0%) vs. Q4 2021
Filed
May 17, 2022
SEC
Holdings of Linscomb & Williams, Inc. in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF4,376,079$210.2M10.1%+227,078+5.5%Added–
iShares Core S&P 500 ETF464287200ETF375,814$170.5M8.2%+10,918+3.0%Added–
WisdomTree Tr97717W505US MIDCAP DIVID2,468,903$109.7M5.2%+52,018+2.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF393,399$105.6M5.1%+8,392+2.2%Added–
XOMExxonMobil Holdings CorpCOM933,585$77.1M3.7%−31,741−3.3%ReducedHistory
iShares MSCI Eafe ETF464287465ETF981,490$72.2M3.5%−11,187−1.1%Reduced–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF414,622$70.8M3.4%+33,988+8.9%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF276,191$62.9M3.0%−742−0.3%Reduced–
SPDR Series Trust78464A763ST STR SP DIV397,580$50.9M2.4%+8,271+2.1%Added–
MSFTMicrosoft CorpStock131,080$40.4M1.9%+497+0.4%AddedHistory
WisdomTree Tr97717W208US HIGH DIVIDEND431,376$38.0M1.8%+14,468+3.5%Added–
AAPLApple Inc.Stock195,611$34.2M1.6%+5,135+2.7%AddedHistory
WisdomTree Tr97717W562US SMALLCAP FUND361,384$17.3M0.8%−8,304−2.2%Reduced–
CVXChevron CorpStock101,134$16.5M0.8%+2,107+2.1%AddedHistory
ABBVAbbVie Inc.Stock101,480$16.5M0.8%+2,295+2.3%AddedHistory
JPMJPMorgan Chase & CoStock119,676$16.3M0.8%+1,841+1.6%AddedHistory
JNJJohnson & JohnsonStock87,538$15.5M0.7%+650+0.7%AddedHistory
QCOMQualcomm IncStock99,122$15.1M0.7%−488−0.5%ReducedHistory
AVGOBroadcom Inc.Stock23,568$14.8M0.7%+259+1.1%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF129,950$14.6M0.7%+2,985+2.4%Added–
BACBank of America CorpStock348,034$14.3M0.7%+11,292+3.4%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF85,308$14.1M0.7%+90.0%Added–
AMZNAmazon Com IncStock4,324$14.1M0.7%+24+0.6%AddedHistory
iShares Tr464288448INTL SEL DIV ETF438,137$13.9M0.7%+17,411+4.1%Added–
ACNAccenture plcStock41,210$13.9M0.7%+160+0.4%AddedHistory
iShares Select Dividend ETF464287168ETF108,015$13.8M0.7%+431+0.4%Added–
PGProcter & Gamble CoStock87,804$13.4M0.6%+2,500+2.9%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF27,251$13.4M0.6%−163−0.6%ReducedHistory
UPSUnited Parcel Service IncStock61,988$13.3M0.6%+1,227+2.0%AddedHistory
ABTAbbott LaboratoriesStock111,004$13.1M0.6%+1,571+1.4%AddedHistory
NSCNorfolk Southern CorpStock44,967$12.8M0.6%+1,019+2.3%AddedHistory
RTXRTX CorpStock124,779$12.4M0.6%+1,700+1.4%AddedHistory
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT217,488$12.1M0.6%−3,301−1.5%Reduced–
CVSCVS Health CorpStock119,326$12.1M0.6%+1,701+1.4%AddedHistory
PFEPfizer IncStock231,205$12.0M0.6%+2,953+1.3%AddedHistory
BLKBlackRock, Inc.COM15,330$11.7M0.6%+403+2.7%AddedHistory
LMTLockheed Martin CorpStock26,470$11.7M0.6%+818+3.2%AddedHistory
LRCXLam Research CorpCOM21,608$11.6M0.6%+166+0.8%AddedHistory
PEPPepsiCo IncStock67,958$11.4M0.5%−2,406−3.4%ReducedHistory
WSMWilliams Sonoma IncCOM78,350$11.4M0.5%+1,453+1.9%AddedHistory
CSCOCisco Systems, Inc.Stock203,568$11.4M0.5%+7,904+4.0%AddedHistory
MCDMcDonalds CorpStock45,716$11.3M0.5%+618+1.4%AddedHistory
DUKDuke Energy CORPStock98,850$11.0M0.5%+4,240+4.5%AddedHistory
CCICrown Castle Inc.REIT59,178$10.9M0.5%+9,431+19.0%AddedHistory
INTCIntel CorpStock217,354$10.8M0.5%+10,085+4.9%AddedHistory
AMGNAmgen IncStock43,252$10.5M0.5%+2,286+5.6%AddedHistory
GOOGAlphabet Inc.Stock3,744$10.5M0.5%+10.0%AddedHistory
METMetlife IncStock147,740$10.4M0.5%−523−0.4%ReducedHistory
TXNTexas Instruments IncStock54,988$10.1M0.5%+1,380+2.6%AddedHistory
KMIKinder Morgan, Inc.Stock533,069$10.1M0.5%+24,581+4.8%AddedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD230,062$10.1M0.5%+13,940+6.5%Added–
SPYSPDR S&P 500 ETF TrustETF22,032$9.95M0.5%−267−1.2%ReducedHistory
VVisa Inc.Stock44,515$9.87M0.5%+1,505+3.5%AddedHistory
WisdomTree Tr97717X651US S CAP QTY DIV217,375$9.70M0.5%−8,885−3.9%Reduced–
iShares Russell 1000 Value ETF464287598ETF57,862$9.60M0.5%−18,942−24.7%Reduced–
DOWDow Inc.Stock150,201$9.57M0.5%+8,040+5.7%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF203,427$9.18M0.4%−4,711−2.3%Reduced–
VZVerizon Communications IncStock176,957$9.01M0.4%+8,750+5.2%AddedHistory
CMCSAComcast CorpStock191,668$8.97M0.4%+12,286+6.8%AddedHistory
GISGeneral Mills IncStock131,337$8.89M0.4%+3,907+3.1%AddedHistory
PMPhilip Morris International Inc.Stock94,182$8.85M0.4%+3,470+3.8%AddedHistory
DDominion Energy, IncStock103,586$8.80M0.4%+4,348+4.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF31,343$8.70M0.4%−11,092−26.1%Reduced–
CMICummins IncStock42,102$8.63M0.4%+1,692+4.2%AddedHistory
HONHoneywell International IncCOM41,980$8.17M0.4%+3,002+7.7%AddedHistory
TFCTruist Financial CorpCOM141,969$8.05M0.4%+4,618+3.4%AddedHistory
GOOGLAlphabet Inc.Stock2,860$7.96M0.4%+42+1.5%AddedHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX38,904$7.93M0.4%+270+0.7%Added–
USBUS Bancorp DECOM NEW147,066$7.82M0.4%+4,262+3.0%AddedHistory
CCitigroup IncStock145,976$7.79M0.4%−6,254−4.1%ReducedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF110,479$7.47M0.4%−387−0.3%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF147,627$7.35M0.4%+114,302+343.0%Added–
MDTMedtronic plcStock66,215$7.35M0.4%+5,737+9.5%AddedHistory
SBUXStarbucks CorpStock78,667$7.16M0.3%+4,298+5.8%AddedHistory
IBMInternational Business Machines CorpStock51,516$6.70M0.3%+1,629+3.3%AddedHistory
MAMastercard IncStock17,834$6.37M0.3%+455+2.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF56,332$6.03M0.3%−3,090−5.2%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF121,007$5.58M0.3%+10,810+9.8%Added–
SYKStryker CorpStock20,699$5.53M0.3%+1,367+7.1%AddedHistory
CTVACorteva, Inc.Stock96,230$5.53M0.3%+1,132+1.2%AddedHistory
iShares Tr464287622RUS 1000 ETF21,304$5.33M0.3%−192−0.9%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F88,455$5.29M0.3%+5,644+6.8%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD65,615$5.12M0.2%−347−0.5%Reduced–
EPDEnterprise Products Partners L.P.Stock188,354$4.86M0.2%+4,794+2.6%AddedHistory
KOCoca Cola CoStock77,031$4.78M0.2%−920−1.2%ReducedHistory
UNPUnion Pacific CorpStock17,194$4.70M0.2%+729+4.4%AddedHistory
MRKMerck & Co., Inc.Stock56,876$4.67M0.2%+18,589+48.6%AddedHistory
OXYOccidental Petroleum CorpStock79,866$4.53M0.2%−7,431−8.5%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF12,389$4.49M0.2%+168+1.4%Added–
WisdomTree Tr97717W307US LARGECAP DIVD65,740$4.32M0.2%−797−1.2%Reduced–
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP146,103$4.29M0.2%+92,452+172.3%Added–
COSTCostco Wholesale CorpStock7,387$4.25M0.2%+95+1.3%AddedHistory
PANWPalo Alto Networks IncStock6,576$4.09M0.2%+52+0.8%AddedHistory
AMTAmerican Tower CorpREIT16,275$4.09M0.2%+265+1.7%AddedHistory
LHCGLHC Group, IncCOM24,100$4.06M0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock18,196$4.05M0.2%+1,518+9.1%AddedHistory
CINFCincinnati Financial CorpCOM29,347$3.99M0.2%00.0%UnchangedHistory
ORCLOracle CorpStock47,172$3.90M0.2%+1,346+2.9%AddedHistory
LHLabcorp Holdings Inc.COM NEW14,234$3.75M0.2%+290+2.1%AddedHistory
Invesco Exchange Traded FD T46137V142WATER RES ETF69,220$3.67M0.2%−1,726−2.4%Reduced–

Options (5)

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 2022
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$677.0K$1.22M
AAPLApple Inc.Stock–$698.0K
AMZNAmazon Com IncStock–$326.0K
LYVLive Nation Entertainment, Inc.COM–$236.0K
EPDEnterprise Products Partners L.P.Stock–$206.0K

Sold out since Q4 2021 (16)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Linscomb & Williams, Inc. sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
PFXPhenixFIN CorpCOM7,860$329.0K<0.1%History
iShares Tr464288588MBS ETF2,970$319.0K<0.1%–
INTUIntuit Inc.Stock470$302.0K<0.1%History
NFLXNetflix IncStock396$239.0K<0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,895$228.0K<0.1%History
FDXFedEx CorpStock865$224.0K<0.1%History
iShares Tr464287333GLOBAL FINLS ETF2,742$220.0K<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF3,572$219.0K<0.1%–
DHIHorton D R IncCOM2,018$219.0K<0.1%History
GEGeneral Electric CoStock2,256$213.0K<0.1%History
TTETotalEnergies SESPONSORED ADS4,229$209.0K<0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,099$206.0K<0.1%–
EQIXEquinix IncCOM242$205.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB9,535$204.0K<0.1%–
SPDR Series Trust78464A805ST STR PR SP15003,471$203.0K<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF1,975$202.0K<0.1%–