Lindbrook Capital, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 2762 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 $124M, Vanguard Star Fd Vanguard Tota with a value of $74.2M, Golub Capital Bdc, Inc. with a value of $55.8M, Apple Inc. with a value of $54.9M, and Spdr S&P 500 ETF Trust with a value of $43.9M.
Examining the 13F form we can see an increase of $7.66M in the current position value, from $1.05B to 1.06B.
Also it can be appreciated an additional of 236 stocks purchases and 1 closed positions.
Below you can find more details about Lindbrook Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $472 Million
Technology: $186 Million
Financial Services: $131 Million
Healthcare: $66 Million
Communication Services: $46.5 Million
Consumer Cyclical: $41.4 Million
Industrials: $35.5 Million
Energy: $33.4 Million
Other: $45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions