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 Market Cap. of $50 Millions to $300 Millions