Lindbrook Capital, LLC Portfolio Holdings
Lindbrook Capital, LLC
- $1.05 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 2,652
- Current Value $1.05 Billion
- Prior Value $980 Million
- Filing
- Period Q1 2024
- Filing Date April 25, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 111 stocks
- Additional Purchases 1,026 stocks
- Sold out of 6 stocks
- Reduced holdings in 638 stocks