Lindbrook Capital, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 2831 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $134M, Vanguard Star Fd Vanguard Tota with a value of $79.9M, Workday, Inc. with a value of $69.9M, Apple Inc. with a value of $61.6M, and Golub Capital Bdc, Inc. with a value of $52.3M.

Examining the 13F form we can see an increase of $128M in the current position value, from $1.06B to 1.18B. Also it can be appreciated an additional of 211 stocks purchases and 3 closed positions.

Below you can find more details about Lindbrook Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $503 Million
Technology: $262 Million
Financial Services: $136 Million
Healthcare: $73.4 Million
Consumer Cyclical: $44.9 Million
Communication Services: $44.9 Million
Industrials: $36.8 Million
Energy: $34.8 Million
Other: $48.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,831
  • Current Value $1.18 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 211 stocks
  • Additional Purchases 993 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 1,077 stocks
Track This Portfolio

Track Lindbrook Capital, LLC Portfolio

Follow Lindbrook Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lindbrook Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lindbrook Capital, LLC with notifications on news.