Lindbrook Capital, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 2652 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 $118M, Vanguard Star Fd Vanguard Tota with a value of $75.9M, Golub Capital Bdc, Inc. with a value of $61.2M, Apple Inc. with a value of $47.6M, and Spdr S&P 500 ETF Trust with a value of $38.8M.
Examining the 13F form we can see an increase of $68.5M in the current position value, from $980M to 1.05B.
Also it can be appreciated an additional of 111 stocks purchases and 6 closed positions.
Below you can find more details about Lindbrook Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
ETFs: $473 Million
Technology: $173 Million
Financial Services: $132 Million
Healthcare: $71.7 Million
Consumer Cyclical: $41.3 Million
Communication Services: $39.9 Million
Industrials: $38.9 Million
Energy: $31.4 Million
Other: $47.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions