Lindbrook Capital, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 2787 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 $77.3M, Apple Inc. with a value of $54M, Golub Capital Bdc, Inc. with a value of $45.7M, and Spdr S&P 500 ETF Trust with a value of $43.7M.
Examining the 13F form we can see an decrease of $25.9M in the current position value, from $1.09B to 1.06B.
Also it can be appreciated an additional of 213 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
$1.06 Billion
ETFs: $485 Million
Technology: $175 Million
Financial Services: $130 Million
Healthcare: $58 Million
Consumer Cyclical: $46.8 Million
Communication Services: $46.1 Million
Industrials: $37.5 Million
Energy: $33.7 Million
Other: $52 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
