Lindbrook Capital
Latest statistics and disclosures from Lindbrook Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VXUS, GBDC, AAPL, SPY, and represent 31.97% of Lindbrook Capital's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$8.3M), VRTX (+$7.9M), SOXX (+$5.0M), SNAP, IGV, WMT, SPY, AGG, VTI, VEU.
- Started 111 new stock positions in BANC, GCMG, HUYA, CERS, ATNI, Avadel Pharmaceuticals, NRC, ANNX, ZIP, FSCO.
- Reduced shares in these 10 stocks: GBDC (-$17M), NVDA, COIN, AVGO, VXUS, OCSL, AAPL, IWF, RPAR, KMI.
- Sold out of its positions in AMN, ACRS, AGEN, Agex Therapeutics, Akerna Corp, MDRX, Alteryx, AXL, AMSWA, AHH.
- Lindbrook Capital was a net seller of stock by $-3.6M.
- Lindbrook Capital has $1.1B in assets under management (AUM), dropping by 6.74%.
- Central Index Key (CIK): 0001767045
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Portfolio Holdings for Lindbrook Capital
Lindbrook Capital holds 2652 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Lindbrook Capital has 2652 total positions. Only the first 250 positions are shown.
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- Download the Lindbrook Capital March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stk Mkt Etf (VTI) | 11.1 | $118M | 455k | 259.90 |
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| Vanguard Total Intl Stock Idex Etf Etf (VXUS) | 7.1 | $76M | -2% | 1.3M | 60.30 |
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| Golub Cap Bdc Cef (GBDC) | 5.7 | $61M | -21% | 3.7M | 16.63 |
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| Apple Stock (AAPL) | 4.5 | $48M | -3% | 278k | 171.48 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 3.6 | $39M | +3% | 74k | 523.07 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.1 | $34M | -2% | 100k | 337.05 |
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| Nvidia Corporation Stock (NVDA) | 2.8 | $30M | -13% | 33k | 903.57 |
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| Microsoft Stock (MSFT) | 2.2 | $24M | 57k | 420.72 |
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| Rpar Risk Parity Etf Etf (RPAR) | 1.8 | $20M | -4% | 1.0M | 19.27 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 1.6 | $17M | 96k | 179.11 |
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| Amazon.com Stock (AMZN) | 1.4 | $14M | 80k | 180.38 |
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| Powershares Qqq Tr Etf (QQQ) | 1.3 | $14M | 30k | 444.01 |
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| Oaktree Specialty Lending Corp Cef (OCSL) | 1.2 | $13M | -12% | 673k | 19.66 |
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| Vertex Pharmaceuticals In Stock (VRTX) | 1.2 | $13M | +169% | 30k | 418.01 |
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| Broadcom Stock (AVGO) | 1.0 | $11M | -20% | 8.4k | 1325.41 |
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| Vanguard Growth Etf Etf (VUG) | 1.0 | $11M | -4% | 31k | 344.20 |
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| Ishares Core S&p Mid Cap Etf Etf (IJH) | 1.0 | $11M | +377% | 172k | 60.74 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.9 | $9.7M | -3% | 46k | 210.30 |
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| Google Stock (GOOGL) | 0.9 | $9.5M | +3% | 63k | 150.93 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.9 | $9.1M | 114k | 79.86 |
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| Intuit Stock (INTU) | 0.7 | $8.0M | 12k | 650.00 |
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| Coinbase Global Inc Com Cl A Stock (COIN) | 0.7 | $7.9M | -35% | 30k | 265.12 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.7 | $7.6M | +195% | 34k | 225.92 |
|
| Johnson & Johnson Stock (JNJ) | 0.7 | $7.5M | 47k | 158.19 |
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| Meta Platforms Inc Cl A Stock (META) | 0.7 | $7.4M | +3% | 15k | 485.57 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.7 | $7.2M | 47k | 152.26 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.7 | $7.0M | -2% | 35k | 200.30 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.6 | $6.9M | 62k | 110.52 |
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| Pepsico Stock (PEP) | 0.6 | $6.8M | 39k | 175.01 |
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| Unitedhealth Group Stock (UNH) | 0.6 | $6.8M | -2% | 14k | 494.70 |
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| Axsome Therapeutics Stock (AXSM) | 0.6 | $6.7M | 84k | 79.80 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.6 | $6.3M | +6% | 15k | 420.53 |
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| Nuveen S&p 500 Buy-write Incom Cef (BXMX) | 0.6 | $6.0M | 456k | 13.23 |
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| Invesco Aerospace & Defense Etf Etf (PPA) | 0.5 | $5.5M | 54k | 101.57 |
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| Ishares U.s. Industrials Etf Etf (IYJ) | 0.5 | $5.5M | 43k | 125.71 |
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| Thermo Fisher Scientific Stock (TMO) | 0.5 | $5.4M | 9.3k | 581.21 |
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| First Trust Dow Jones Internet Index Fund Etf (FDN) | 0.5 | $5.4M | 26k | 205.09 |
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| Honeywell Intl Stock (HON) | 0.5 | $5.1M | -2% | 25k | 205.25 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.5 | $5.1M | -4% | 21k | 249.86 |
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| Spdr S&p Biotech Etf Etf (XBI) | 0.5 | $5.1M | +11% | 54k | 94.89 |
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| New Mtn Fin Corp Cef (NMFC) | 0.5 | $4.9M | 387k | 12.67 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $4.9M | +2% | 6.3k | 777.91 |
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| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.5 | $4.8M | 15k | 317.73 |
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| Chicago Mercantile Hldgs Stock (CME) | 0.4 | $4.4M | -4% | 20k | 215.29 |
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| Vanguard Small-cap Etf Etf (VB) | 0.4 | $4.2M | -14% | 18k | 228.58 |
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| Technology Select Sector Spdr Etf (XLK) | 0.4 | $4.2M | -4% | 20k | 208.27 |
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| Snap Inc Cl A Stock (SNAP) | 0.4 | $4.1M | +44707% | 355k | 11.48 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $4.1M | 8.4k | 480.71 |
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| Calamos Conv Opportunities & I Sh Ben Int Cef (CHI) | 0.4 | $4.0M | 357k | 11.35 |
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| Vanguard Value Etf Etf (VTV) | 0.4 | $4.0M | 25k | 162.86 |
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| Home Depot Stock (HD) | 0.4 | $4.0M | +10% | 10k | 383.60 |
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| Vanguard Total World Stock Etf Etf (VT) | 0.4 | $3.9M | 35k | 110.50 |
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| Visa Stock (V) | 0.3 | $3.7M | +2% | 13k | 279.08 |
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| Ishares Russell 3000 Etf Etf (IWV) | 0.3 | $3.7M | 12k | 300.08 |
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| Ishares S&p 500 Index Etf (IVV) | 0.3 | $3.5M | -4% | 6.7k | 525.73 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.3 | $3.1M | 36k | 84.44 |
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| Merck & Co Stock (MRK) | 0.3 | $3.1M | 23k | 131.95 |
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| Advanced Micro Devices Stock (AMD) | 0.3 | $2.7M | +2% | 15k | 180.49 |
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| Costco Wholesale Corp Stock (COST) | 0.2 | $2.7M | +17% | 3.6k | 732.67 |
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| Procter And Gamble Stock (PG) | 0.2 | $2.5M | +7% | 16k | 162.25 |
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| Mastercard Stock (MA) | 0.2 | $2.5M | +7% | 5.2k | 481.57 |
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| United Rentals Stock (URI) | 0.2 | $2.5M | 3.5k | 721.11 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.2 | $2.4M | 48k | 50.17 |
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| Estee Lauder Companies Stock (EL) | 0.2 | $2.4M | -8% | 16k | 154.15 |
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| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.2 | $2.3M | +392% | 27k | 85.27 |
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| Boeing Stock (BA) | 0.2 | $2.2M | -9% | 12k | 192.99 |
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| Tesla Motors Stock (TSLA) | 0.2 | $2.2M | -9% | 12k | 175.78 |
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| Oracle Corporation Stock (ORCL) | 0.2 | $2.2M | -5% | 17k | 125.61 |
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| Disney Walt Stock (DIS) | 0.2 | $2.2M | +2% | 18k | 122.36 |
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| Lowes Cos Stock (LOW) | 0.2 | $2.2M | 8.5k | 254.73 |
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| Targa Res Corp Stock (TRGP) | 0.2 | $2.2M | -4% | 19k | 111.99 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.2 | $2.2M | +14% | 3.9k | 556.40 |
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| Williams Cos Stock (WMB) | 0.2 | $2.1M | +12% | 55k | 38.97 |
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| Health Care Select Sector Spdr Etf (XLV) | 0.2 | $2.1M | 15k | 147.72 |
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| Chevron Corp Stock (CVX) | 0.2 | $2.1M | +4% | 14k | 157.74 |
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| Caterpillar Stock (CAT) | 0.2 | $2.1M | +3% | 5.7k | 366.43 |
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| Enterprise Prods Partners Stock (EPD) | 0.2 | $2.1M | 72k | 29.18 |
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| Bank America Corp Stock (BAC) | 0.2 | $2.0M | +2% | 53k | 37.92 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $2.0M | 124k | 15.73 |
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| Abbvie Stock (ABBV) | 0.2 | $1.9M | +7% | 11k | 182.10 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $1.8M | 1.9k | 970.47 |
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| Ishares Tr Russell Midcap Index Etf (IWR) | 0.2 | $1.8M | 22k | 84.09 |
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| Walmart Stock (WMT) | 0.2 | $1.8M | +218% | 30k | 60.17 |
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| Salesforce Stock (CRM) | 0.2 | $1.8M | 6.0k | 301.20 |
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| Kla-tencor Corp Stock (KLAC) | 0.2 | $1.8M | +4% | 2.6k | 698.53 |
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| Adobe Sys Stock (ADBE) | 0.2 | $1.7M | 3.5k | 504.55 |
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| Netflix Stock (NFLX) | 0.2 | $1.7M | +2% | 2.9k | 607.34 |
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| Pfizer Stock (PFE) | 0.2 | $1.7M | +2% | 63k | 27.75 |
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| Texas Instrs Stock (TXN) | 0.2 | $1.7M | +5% | 9.9k | 174.21 |
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| Cisco Sys Stock (CSCO) | 0.2 | $1.7M | 34k | 49.91 |
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| Oneok Stock (OKE) | 0.2 | $1.6M | 20k | 80.17 |
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| Mplx Lp Com Unit Rep Stock (MPLX) | 0.2 | $1.6M | -3% | 39k | 41.56 |
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| Rtx Corporation Stock (RTX) | 0.2 | $1.6M | +8% | 17k | 97.53 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $1.5M | -4% | 5.5k | 281.95 |
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| Coca Cola Stock (KO) | 0.1 | $1.5M | 25k | 61.18 |
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| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.1 | $1.5M | +8% | 11k | 136.05 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $1.5M | -5% | 34k | 43.35 |
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| Cheniere Energy Stock (LNG) | 0.1 | $1.4M | +7% | 8.8k | 161.28 |
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| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.1 | $1.4M | -3% | 78k | 17.56 |
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| Csx Corp Stock (CSX) | 0.1 | $1.4M | 37k | 37.07 |
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| Danaher Corp Stock (DHR) | 0.1 | $1.4M | +12% | 5.4k | 249.72 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $1.3M | -9% | 15k | 91.39 |
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| Western Midstream Partners Lp Com Unit Lp Int Stock (WES) | 0.1 | $1.3M | 37k | 35.55 |
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| Aon Corp Stock (AON) | 0.1 | $1.3M | 3.9k | 333.72 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $1.3M | 11k | 116.24 |
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| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.1 | $1.3M | +2% | 10k | 128.40 |
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| Blackrock Stock (BLK) | 0.1 | $1.3M | 1.5k | 833.70 |
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| Verizon Communications Stock (VZ) | 0.1 | $1.3M | 30k | 41.96 |
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| Proshares Ultrapro Qqq Etf (TQQQ) | 0.1 | $1.2M | 20k | 61.56 |
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| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $1.2M | 4.6k | 270.79 |
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| Progressive Corp Stock (PGR) | 0.1 | $1.2M | 6.0k | 206.82 |
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| Linde Stock (LIN) | 0.1 | $1.2M | 2.6k | 464.32 |
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| Philip Morris Intl Stock (PM) | 0.1 | $1.2M | -5% | 13k | 91.62 |
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| Air Prods & Chems Stock (APD) | 0.1 | $1.2M | +7% | 4.9k | 242.27 |
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| Wells Fargo Stock (WFC) | 0.1 | $1.2M | 20k | 57.96 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $1.2M | 28k | 41.77 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $1.2M | +7% | 3.3k | 346.61 |
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| Ishares Aggregate Bond Etf Etf (AGG) | 0.1 | $1.1M | +4861% | 12k | 97.94 |
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| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $1.1M | -4% | 12k | 93.19 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $1.1M | 5.9k | 191.88 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $1.1M | 6.0k | 186.81 |
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| Abbott Labs Stock (ABT) | 0.1 | $1.1M | +9% | 9.9k | 113.66 |
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| Ge Aerospace Stock (GE) | 0.1 | $1.1M | +3% | 6.3k | 175.53 |
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| Applied Matls Stock (AMAT) | 0.1 | $1.1M | -8% | 5.2k | 206.23 |
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| Energy Select Sector Spdr Etf (XLE) | 0.1 | $1.1M | 12k | 94.41 |
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| Norfolk Southern Crp Stock (NSC) | 0.1 | $1.1M | 4.2k | 254.87 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $1.1M | 8.9k | 120.99 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $1.1M | 1.1k | 962.49 |
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| Direxion Daily Small Cap Bull 3x Shares Etf (TNA) | 0.1 | $1.1M | 25k | 42.92 |
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| Charles Schwab Corp Stock (SCHW) | 0.1 | $1.1M | -7% | 15k | 72.34 |
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| Motorola Solutions Stock (MSI) | 0.1 | $1.0M | 2.9k | 354.98 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $1.0M | +5% | 348.00 | 2906.77 |
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| Service Now Stock (NOW) | 0.1 | $1.0M | +3% | 1.3k | 762.40 |
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| Arista Networks Stock (ANET) | 0.1 | $1.0M | +2% | 3.4k | 289.98 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $1000k | 3.5k | 284.13 |
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| Qualcomm Stock (QCOM) | 0.1 | $992k | +9% | 5.9k | 169.30 |
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| Ishares Dj Select Dividend Etf (DVY) | 0.1 | $989k | 8.0k | 123.18 |
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| Ameriprise Finl Stock (AMP) | 0.1 | $960k | 2.2k | 438.44 |
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| T-mobile Us Stock (TMUS) | 0.1 | $958k | 5.9k | 163.22 |
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| Analog Devices Stock (ADI) | 0.1 | $952k | -2% | 4.8k | 197.79 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $944k | +186% | 5.7k | 164.97 |
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| Fiserv Stock (FI) | 0.1 | $933k | 5.8k | 159.82 |
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| S&p Global Stock (SPGI) | 0.1 | $924k | 2.2k | 425.45 |
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| Travelers Companies Stock (TRV) | 0.1 | $919k | +7% | 4.0k | 230.14 |
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| Cdw Corp Com Usd0.01 Stock (CDW) | 0.1 | $910k | 3.6k | 255.78 |
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| Intel Corp Stock (INTC) | 0.1 | $910k | +5% | 21k | 44.17 |
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| Eaton Corp Stock (ETN) | 0.1 | $888k | +3% | 2.8k | 312.68 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $887k | +21% | 913.00 | 971.57 |
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| Tc Energy Corp Stock (TRP) | 0.1 | $866k | +70% | 22k | 40.20 |
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| Pembina Pipeline Corp Stock (PBA) | 0.1 | $865k | +3% | 25k | 35.34 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $844k | -7% | 1.8k | 478.66 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $842k | 3.7k | 224.99 |
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| Roper Technologies Stock (ROP) | 0.1 | $826k | 1.5k | 560.84 |
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| United Parcel Service Stock (UPS) | 0.1 | $808k | 5.4k | 148.64 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $794k | -11% | 3.0k | 260.72 |
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| Fastenal Stock (FAST) | 0.1 | $790k | 10k | 77.14 |
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| Union Pac Corp Stock (UNP) | 0.1 | $785k | +2% | 3.2k | 245.93 |
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| Diageo Adr (DEO) | 0.1 | $778k | +2% | 5.2k | 148.74 |
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| Cigna Corp Stock (CI) | 0.1 | $771k | +2% | 2.1k | 363.19 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $761k | 3.8k | 201.50 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $748k | 1.3k | 555.79 |
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| At&t Stock (T) | 0.1 | $746k | +7% | 42k | 17.60 |
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| Synopsys Stock (SNPS) | 0.1 | $733k | 1.3k | 571.50 |
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| Medtronic Stock (MDT) | 0.1 | $733k | 8.4k | 87.15 |
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| Intl Business Machines Stock (IBM) | 0.1 | $723k | +5% | 3.8k | 190.96 |
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| Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) | 0.1 | $723k | 30k | 24.14 |
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| Target Corp Stock (TGT) | 0.1 | $722k | 4.1k | 177.21 |
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| Industrial Select Sector Spdr Etf (XLI) | 0.1 | $719k | 5.7k | 125.96 |
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| Fidelity Natl Info Svcs Stock (FIS) | 0.1 | $719k | +2% | 9.7k | 74.18 |
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| Capital One Financial Corp Stock (COF) | 0.1 | $717k | 4.8k | 148.89 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $709k | 4.2k | 169.21 |
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| Conocophillips Stock (COP) | 0.1 | $707k | -12% | 5.6k | 127.28 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $703k | +39% | 1.5k | 454.87 |
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| Trane Technologies Stock (TT) | 0.1 | $701k | 2.3k | 300.20 |
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| American Tower Corp Reit (AMT) | 0.1 | $692k | +17% | 3.5k | 197.59 |
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| Carrier Global Corporation Stock (CARR) | 0.1 | $673k | +2% | 12k | 58.13 |
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| Chubb Stock (CB) | 0.1 | $667k | +3% | 2.6k | 259.13 |
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| Paychex Stock (PAYX) | 0.1 | $664k | 5.4k | 122.80 |
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| Cadence Design System Stock (CDNS) | 0.1 | $657k | +2% | 2.1k | 311.28 |
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| Cummins Stock (CMI) | 0.1 | $651k | +2% | 2.2k | 294.65 |
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| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $650k | +3240% | 11k | 58.65 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $642k | -10% | 8.0k | 79.76 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
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| Spdr Gold Etf Etf (GLD) | 0.1 | $631k | 3.1k | 205.75 |
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| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $616k | 2.9k | 213.31 |
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| Mckesson Corp Stock (MCK) | 0.1 | $608k | 1.1k | 536.85 |
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| American Express Stock (AXP) | 0.1 | $593k | +18% | 2.6k | 227.73 |
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| Otis Worldwide Corp Stock (OTIS) | 0.1 | $593k | 6.0k | 99.27 |
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| Blackstone Group Stock (BX) | 0.1 | $587k | +4% | 4.5k | 131.37 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $582k | +7% | 2.3k | 251.68 |
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| Shopify Inc Cl A Stock (SHOP) | 0.1 | $582k | +15% | 7.5k | 77.17 |
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| Phillips 66 Stock (PSX) | 0.1 | $580k | 3.6k | 163.34 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $578k | +3% | 1.4k | 399.09 |
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| Vanguard Large-cap Etf Etf (VV) | 0.1 | $575k | 2.4k | 239.76 |
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| Packaging Corp Of America Stock (PKG) | 0.1 | $574k | +19% | 3.0k | 189.78 |
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| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.1 | $573k | -6% | 14k | 40.71 |
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| Altria Group Stock (MO) | 0.1 | $570k | -7% | 13k | 43.62 |
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| Nike Inc Class B Stock (NKE) | 0.1 | $570k | -5% | 6.1k | 93.98 |
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| Enlink Midstream Llc Com Unit Rep Stock (ENLC) | 0.1 | $569k | +7% | 42k | 13.64 |
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| Colgate Palmolive Stock (CL) | 0.1 | $567k | +3% | 6.3k | 90.05 |
|
| Hca Stock (HCA) | 0.1 | $562k | +7% | 1.7k | 333.53 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $561k | +2% | 2.2k | 249.74 |
|
| Amgen Stock (AMGN) | 0.1 | $553k | +2% | 1.9k | 284.32 |
|
| Financial Select Sector Spdr Etf (XLF) | 0.1 | $546k | -2% | 13k | 42.12 |
|
| D R Horton Stock (DHI) | 0.1 | $542k | 3.3k | 164.55 |
|
|
| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $542k | 8.0k | 67.75 |
|
|
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $541k | -3% | 5.1k | 105.83 |
|
| Citigroup Stock (C) | 0.1 | $537k | +4% | 8.5k | 63.24 |
|
| Lennar Corp Cl A Stock (LEN) | 0.1 | $535k | 3.1k | 171.98 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $530k | 7.6k | 70.00 |
|
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $527k | 2.1k | 252.31 |
|
|
| American Intl Group Stock (AIG) | 0.0 | $521k | 6.7k | 78.17 |
|
|
| Hess Midstream Lp Cl A Stock (HESM) | 0.0 | $518k | NEW | 14k | 36.13 |
|
| Waste Management Stock (WM) | 0.0 | $518k | 2.4k | 213.15 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $509k | +2% | 5.0k | 101.42 |
|
| Ishares Msci Kld 400 Social Etf Etf (DSI) | 0.0 | $508k | 5.0k | 100.81 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $506k | +3% | 5.4k | 94.16 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $503k | 4.0k | 124.17 |
|
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.0 | $493k | -5% | 7.4k | 67.04 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $490k | -4% | 9.0k | 54.23 |
|
| Amphenol Corp Cl A Stock (APH) | 0.0 | $490k | +2% | 4.2k | 115.35 |
|
| Dominion Resources Stock (D) | 0.0 | $481k | -12% | 9.8k | 49.19 |
|
| Nustar Energy Lp Unit Stock (NS) | 0.0 | $479k | +23% | 21k | 23.27 |
|
| Atlantica Sustainable Infr Stock (AY) | 0.0 | $477k | +18% | 26k | 18.48 |
|
| Spdr Dow Jones Industrial Etf Etf (DIA) | 0.0 | $477k | -6% | 1.2k | 397.80 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $472k | +17% | 1.1k | 417.69 |
|
| Stryker Corp Stock (SYK) | 0.0 | $469k | +3% | 1.3k | 357.87 |
|
| Church & Dwight Stock (CHD) | 0.0 | $457k | 4.4k | 104.31 |
|
|
| Southern Peru Copper Corp Stock (SCCO) | 0.0 | $456k | 4.3k | 106.52 |
|
|
| Yum! Brands Stock (YUM) | 0.0 | $454k | -4% | 3.3k | 138.65 |
|
| Nextera Energy Stock (NEE) | 0.0 | $454k | -19% | 7.1k | 63.91 |
|
| Micron Technology Stock (MU) | 0.0 | $451k | -15% | 3.8k | 117.89 |
|
| Fedex Corp Stock (FDX) | 0.0 | $438k | -29% | 1.5k | 289.74 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $426k | 620.00 | 687.03 |
|
|
| Sap Aktiengesellschaft Adr (SAP) | 0.0 | $411k | +4% | 2.1k | 195.03 |
|
| Prologis Share Beneficial Int Reit (PLD) | 0.0 | $404k | +14% | 3.1k | 130.22 |
|
| Metlife Stock (MET) | 0.0 | $403k | -8% | 5.4k | 74.11 |
|
| Equinix Reit (EQIX) | 0.0 | $402k | +2% | 487.00 | 825.33 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $400k | -16% | 763.00 | 524.34 |
|
| Starwood Ppty Tr Reit (STWD) | 0.0 | $398k | 20k | 20.33 |
|
|
| Freeport Mcmoran Copper Stock (FCX) | 0.0 | $397k | +6% | 8.4k | 47.02 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $397k | +3% | 5.8k | 68.49 |
|
| Uber Technologies Stock (UBER) | 0.0 | $396k | +31% | 5.1k | 76.99 |
|
| Crh Plc Ord Stock (CRH) | 0.0 | $394k | 4.6k | 86.26 |
|
|
| Ubs Ag New F Stock (UBS) | 0.0 | $380k | 12k | 30.72 |
|
|
| Moodys Corp Stock (MCO) | 0.0 | $377k | 958.00 | 393.03 |
|
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $375k | +2% | 3.9k | 95.56 |
|
| Autozone Stock (AZO) | 0.0 | $375k | -13% | 119.00 | 3151.65 |
|
| Humana Stock (HUM) | 0.0 | $375k | +23% | 1.1k | 346.72 |
|
| Republic Services Stock (RSG) | 0.0 | $366k | 1.9k | 191.44 |
|
Past Filings by Lindbrook Capital
SEC 13F filings are viewable for Lindbrook Capital going back to 2018
- Lindbrook Capital 2024 Q1 filed April 25, 2024
- Lindbrook Capital 2023 Q4 filed Feb. 1, 2024
- Lindbrook Capital 2023 Q3 filed Oct. 25, 2023
- Lindbrook Capital 2023 Q2 filed July 31, 2023
- Lindbrook Capital 2023 Q1 filed April 26, 2023
- Lindbrook Capital 2022 Q4 filed Jan. 25, 2023
- Lindbrook Capital 2022 Q3 filed Nov. 10, 2022
- Lindbrook Capital 2022 Q2 filed Aug. 1, 2022
- Lindbrook Capital 2022 Q1 filed April 21, 2022
- Lindbrook Capital 2021 Q4 filed Jan. 18, 2022
- Lindbrook Capital 2021 Q3 filed Nov. 5, 2021
- Lindbrook Capital 2021 Q2 filed July 27, 2021
- Lindbrook Capital 2021 Q1 filed April 28, 2021
- Lindbrook Capital 2020 Q4 filed Jan. 27, 2021
- Lindbrook Capital 2020 Q3 filed Nov. 3, 2020
- Lindbrook Capital 2020 Q2 filed July 27, 2020