Lindbrook Capital, LLC Portfolio Holdings
Lindbrook Capital, LLC
- $1.06 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,787
- Current Value $1.06 Billion
- Prior Value $1.09 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 213 stocks
- Additional Purchases 1,438 stocks
- Sold out of 3 stocks
- Reduced holdings in 712 stocks