Lindbrook Capital, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 2780 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 $139M, Vanguard Star Fd Vanguard Tota with a value of $72.1M, Apple Inc. with a value of $62.2M, Spdr S&P 500 ETF Trust with a value of $47.6M, and Golub Capital Bdc, Inc. with a value of $46.1M.
Examining the 13F form we can see an decrease of $93.5M in the current position value, from $1.18B to 1.09B.
Also it can be appreciated an additional of 152 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
$1.09 Billion
ETFs: $497 Million
Technology: $198 Million
Financial Services: $130 Million
Healthcare: $50.5 Million
Consumer Cyclical: $49.9 Million
Communication Services: $49.9 Million
Energy: $35.3 Million
Industrials: $35.1 Million
Other: $44.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
