Lindbrook Capital
Latest statistics and disclosures from Lindbrook Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VXUS, AAPL, GBDC, SPY, and represent 32.69% of Lindbrook Capital's stock portfolio.
- Added to shares of these 10 stocks: XLK, FBTC, RPAR, VRTX, XLF, VTI, XLV, XLY, XLC, VXUS.
- Started 209 new stock positions in WNC, ULS, GBTG, LAB, DGICA, LAR, SAFE, WINA, KGS, Rapt Therapeutics.
- Reduced shares in these 10 stocks: IVV, AGG, CHI, COIN, PEP, SPY, AXSM, AAPL, CME, ICE.
- Sold out of its positions in ACP, ACEL, AEHR, ADV, ALB, ALRS, ALTR, Amarin Corporation, AMH, FOLD.
- Lindbrook Capital was a net buyer of stock by $21M.
- Lindbrook Capital has $1.1B in assets under management (AUM), dropping by -2.16%.
- Central Index Key (CIK): 0001767045
Tip: Access up to 7 years of quarterly data
Positions held by Lindbrook Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Lindbrook Capital
Lindbrook Capital holds 2787 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Lindbrook Capital has 2787 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lindbrook Capital March 31, 2025 positions
- Download the Lindbrook Capital March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stk Mkt Etf (VTI) | 12.3 | $134M | 487k | 274.84 |
|
|
| Vanguard Total Intl Stock Idex Etf Etf (VXUS) | 7.1 | $77M | 1.2M | 62.10 |
|
|
| Apple Stock (AAPL) | 5.0 | $54M | -2% | 243k | 222.13 |
|
| Golub Cap Bdc Cef (GBDC) | 4.2 | $46M | 3.0M | 15.14 |
|
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 4.0 | $44M | -3% | 78k | 559.39 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.1 | $34M | 94k | 361.09 |
|
|
| Nvidia Corporation Stock (NVDA) | 2.5 | $27M | +4% | 253k | 108.38 |
|
| Microsoft Stock (MSFT) | 2.2 | $24M | +2% | 63k | 375.39 |
|
| Rpar Risk Parity Etf Etf (RPAR) | 2.2 | $23M | +12% | 1.2M | 19.69 |
|
| Amazon.com Stock (AMZN) | 1.5 | $16M | +2% | 84k | 190.26 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.4 | $15M | 80k | 188.16 |
|
|
| Powershares Qqq Tr Etf (QQQ) | 1.2 | $13M | 28k | 468.91 |
|
|
| Broadcom Stock (AVGO) | 1.1 | $12M | 69k | 167.43 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.0 | $11M | -6% | 20k | 532.59 |
|
| Google Stock (GOOGL) | 1.0 | $10M | +2% | 68k | 154.64 |
|
| Vanguard Growth Etf Etf (VUG) | 0.9 | $10M | -3% | 28k | 370.82 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.9 | $9.8M | 40k | 245.30 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.9 | $9.4M | 16k | 576.37 |
|
|
| Nuveen S&p 500 Buy-write Incom Cef (BXMX) | 0.8 | $9.1M | 690k | 13.12 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.8 | $8.9M | -3% | 109k | 81.73 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.8 | $8.2M | -3% | 53k | 156.23 |
|
| Technology Select Sector Spdr Etf (XLK) | 0.7 | $7.9M | +131% | 38k | 206.48 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.7 | $7.9M | -2% | 136k | 58.35 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.6 | $7.0M | -8% | 35k | 199.49 |
|
| Intuit Stock (INTU) | 0.6 | $6.7M | +2% | 11k | 613.99 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.6 | $6.6M | +2% | 13k | 513.90 |
|
| Unitedhealth Group Stock (UNH) | 0.6 | $6.3M | -6% | 12k | 523.75 |
|
| Chicago Mercantile Hldgs Stock (CME) | 0.5 | $5.7M | -16% | 22k | 265.29 |
|
| Axsome Therapeutics Stock (AXSM) | 0.5 | $5.6M | -22% | 48k | 116.63 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $5.4M | +3% | 6.6k | 825.86 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.5 | $5.1M | 27k | 188.17 |
|
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.5 | $5.0M | -4% | 48k | 104.57 |
|
| Johnson & Johnson Stock (JNJ) | 0.4 | $4.8M | -13% | 29k | 165.84 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.4 | $4.8M | -2% | 18k | 258.62 |
|
| First Trust Dow Jones Internet Index Fund Etf (FDN) | 0.4 | $4.7M | 21k | 222.14 |
|
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.4 | $4.5M | +1850% | 62k | 71.97 |
|
| Ishares U.s. Industrials Etf Etf (IYJ) | 0.4 | $4.4M | 34k | 130.18 |
|
|
| Visa Stock (V) | 0.4 | $4.3M | +5% | 12k | 350.46 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.4 | $4.2M | +16% | 13k | 317.64 |
|
| Home Depot Stock (HD) | 0.4 | $4.1M | +4% | 11k | 366.49 |
|
| Invesco Aerospace & Defense Etf Etf (PPA) | 0.4 | $4.1M | 35k | 116.55 |
|
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.4 | $4.1M | 13k | 325.51 |
|
|
| Ishares S&p 500 Index Etf (IVV) | 0.4 | $4.1M | -54% | 7.3k | 561.90 |
|
| Tesla Motors Stock (TSLA) | 0.4 | $4.1M | 16k | 259.16 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.4 | $4.0M | +4% | 8.1k | 497.60 |
|
| Vanguard Total World Stock Etf Etf (VT) | 0.4 | $3.9M | 33k | 115.95 |
|
|
| Mastercard Stock (MA) | 0.3 | $3.6M | +15% | 6.6k | 548.12 |
|
| Costco Wholesale Corp Stock (COST) | 0.3 | $3.5M | -4% | 3.8k | 945.86 |
|
| Vanguard Value Etf Etf (VTV) | 0.3 | $3.5M | 20k | 172.74 |
|
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.3 | $3.3M | 36k | 92.83 |
|
|
| Netflix Stock (NFLX) | 0.3 | $3.1M | +10% | 3.4k | 932.42 |
|
| Snap Inc Cl A Stock (SNAP) | 0.3 | $3.1M | 355k | 8.71 |
|
|
| Vertex Pharmaceuticals In Stock (VRTX) | 0.3 | $3.1M | +470% | 6.3k | 484.82 |
|
| Walmart Stock (WMT) | 0.3 | $3.0M | +6% | 34k | 87.79 |
|
| Procter And Gamble Stock (PG) | 0.3 | $2.9M | +8% | 17k | 170.42 |
|
| Health Care Select Sector Spdr Etf (XLV) | 0.3 | $2.9M | +128% | 20k | 146.01 |
|
| Financial Select Sector Spdr Etf (XLF) | 0.3 | $2.9M | +215% | 57k | 49.81 |
|
| Disney Walt Stock (DIS) | 0.3 | $2.8M | +67% | 28k | 98.70 |
|
| Advanced Micro Devices Stock (AMD) | 0.3 | $2.7M | +49% | 27k | 102.74 |
|
| Aon Corp Stock (AON) | 0.3 | $2.7M | 6.8k | 399.09 |
|
|
| Vanguard Small-cap Etf Etf (VB) | 0.2 | $2.7M | -13% | 12k | 221.74 |
|
| Philip Morris Intl Stock (PM) | 0.2 | $2.7M | 17k | 158.73 |
|
|
| Oracle Corporation Stock (ORCL) | 0.2 | $2.7M | +4% | 19k | 139.81 |
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $2.6M | +30% | 22k | 118.93 |
|
| Abbvie Stock (ABBV) | 0.2 | $2.6M | +7% | 12k | 209.52 |
|
| Chevron Corp Stock (CVX) | 0.2 | $2.3M | +14% | 14k | 167.29 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.2 | $2.3M | 46k | 50.83 |
|
|
| Rtx Corporation Stock (RTX) | 0.2 | $2.3M | -4% | 17k | 132.46 |
|
| Enterprise Prods Partners Stock (EPD) | 0.2 | $2.2M | -20% | 65k | 34.14 |
|
| Bank America Corp Stock (BAC) | 0.2 | $2.2M | -11% | 52k | 41.73 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.2 | $2.2M | -49% | 13k | 172.23 |
|
| Targa Res Corp Stock (TRGP) | 0.2 | $2.1M | -12% | 11k | 200.47 |
|
| Williams Cos Stock (WMB) | 0.2 | $2.0M | -25% | 34k | 59.76 |
|
| Coca Cola Stock (KO) | 0.2 | $2.0M | +6% | 28k | 71.62 |
|
| Boeing Stock (BA) | 0.2 | $2.0M | -9% | 12k | 170.55 |
|
| Fiserv Stock (FI) | 0.2 | $2.0M | -25% | 8.9k | 220.83 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.2 | $2.0M | 3.7k | 533.48 |
|
|
| Industrial Select Sector Spdr Etf (XLI) | 0.2 | $2.0M | +166% | 15k | 131.07 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $1.9M | +9% | 6.2k | 312.37 |
|
| Oneok Stock (OKE) | 0.2 | $1.9M | +24% | 20k | 99.22 |
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.2 | $1.9M | -27% | 36k | 53.52 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $1.9M | 31k | 61.71 |
|
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.2 | $1.9M | -17% | 11k | 166.00 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $1.8M | -25% | 99k | 18.59 |
|
| Kla-tencor Corp Stock (KLAC) | 0.2 | $1.8M | 2.7k | 679.70 |
|
|
| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.2 | $1.8M | 20k | 88.99 |
|
|
| Texas Instrs Stock (TXN) | 0.2 | $1.7M | +5% | 9.6k | 179.70 |
|
| T-mobile Us Stock (TMUS) | 0.2 | $1.7M | +4% | 6.4k | 266.71 |
|
| Lowes Cos Stock (LOW) | 0.2 | $1.7M | -5% | 7.1k | 233.23 |
|
| Salesforce Stock (CRM) | 0.2 | $1.7M | +6% | 6.2k | 268.34 |
|
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $1.6M | +4540% | 8.1k | 197.46 |
|
| Abbott Labs Stock (ABT) | 0.1 | $1.6M | +10% | 12k | 132.65 |
|
| Merck & Co Stock (MRK) | 0.1 | $1.5M | -7% | 17k | 89.76 |
|
| Progressive Corp Stock (PGR) | 0.1 | $1.5M | +4% | 5.2k | 283.01 |
|
| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.1 | $1.4M | NEW | 15k | 96.45 |
|
| Ge Aerospace Stock (GE) | 0.1 | $1.4M | +7% | 7.0k | 200.15 |
|
| Palo Alto Networks Stock (PANW) | 0.1 | $1.4M | +5% | 8.1k | 170.64 |
|
| Pfizer Stock (PFE) | 0.1 | $1.4M | +14% | 55k | 25.34 |
|
| Linde Stock (LIN) | 0.1 | $1.4M | +12% | 3.0k | 465.64 |
|
| Wells Fargo Stock (WFC) | 0.1 | $1.4M | -3% | 19k | 71.79 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.1 | $1.4M | +3% | 68k | 20.00 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $1.3M | -2% | 2.0k | 662.63 |
|
| Adobe Sys Stock (ADBE) | 0.1 | $1.3M | +3% | 3.4k | 383.52 |
|
| Intl Business Machines Stock (IBM) | 0.1 | $1.3M | +9% | 5.3k | 248.66 |
|
| Cheniere Energy Stock (LNG) | 0.1 | $1.3M | -38% | 5.6k | 231.40 |
|
| Caterpillar Stock (CAT) | 0.1 | $1.3M | -12% | 3.9k | 329.80 |
|
| S&p Global Stock (SPGI) | 0.1 | $1.3M | +16% | 2.5k | 508.10 |
|
| Blackrock Stock (BLK) | 0.1 | $1.3M | 1.3k | 946.48 |
|
|
| Motorola Solutions Stock (MSI) | 0.1 | $1.2M | 2.8k | 437.81 |
|
|
| At&t Stock (T) | 0.1 | $1.2M | +11% | 43k | 28.28 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $1.2M | 27k | 45.26 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $1.2M | 12k | 98.09 |
|
|
| Service Now Stock (NOW) | 0.1 | $1.2M | +4% | 1.5k | 796.14 |
|
| Travelers Companies Stock (TRV) | 0.1 | $1.2M | +3% | 4.4k | 264.46 |
|
| Analog Devices Stock (ADI) | 0.1 | $1.1M | +8% | 5.7k | 201.67 |
|
| Tc Energy Corp Stock (TRP) | 0.1 | $1.1M | -37% | 24k | 47.21 |
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $1.1M | +5% | 3.6k | 312.04 |
|
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $1.1M | +3% | 12k | 93.45 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $1.1M | +21% | 13k | 84.40 |
|
| Spdr Gold Etf Etf (GLD) | 0.1 | $1.1M | -15% | 3.8k | 288.17 |
|
| Air Prods & Chems Stock (APD) | 0.1 | $1.1M | +3% | 3.7k | 294.92 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $1.1M | 5.9k | 186.29 |
|
|
| Ameriprise Finl Stock (AMP) | 0.1 | $1.1M | 2.2k | 484.11 |
|
|
| Ishares Dj Select Dividend Etf (DVY) | 0.1 | $1.1M | 7.9k | 134.29 |
|
|
| Danaher Corp Stock (DHR) | 0.1 | $1.1M | +6% | 5.2k | 205.00 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $1.0M | 11k | 97.95 |
|
|
| Verizon Communications Stock (VZ) | 0.1 | $1.0M | 23k | 45.36 |
|
|
| Eaton Corp Stock (ETN) | 0.1 | $1.0M | -18% | 3.8k | 271.83 |
|
| Enbridge Stock (ENB) | 0.1 | $1.0M | +734% | 23k | 44.31 |
|
| United Rentals Stock (URI) | 0.1 | $1.0M | -22% | 1.6k | 626.70 |
|
| Capital One Financial Corp Stock (COF) | 0.1 | $1.0M | +5% | 5.6k | 179.30 |
|
| Parker-hannifin Corp Stock (PH) | 0.1 | $1.0M | -7% | 1.7k | 607.85 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $1.0M | 5.3k | 190.58 |
|
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $1.0M | 4.8k | 211.47 |
|
|
| Qualcomm Stock (QCOM) | 0.1 | $1000k | -4% | 6.5k | 153.61 |
|
| Arista Networks Stock (ANET) | 0.1 | $997k | -13% | 13k | 77.48 |
|
| Medtronic Stock (MDT) | 0.1 | $947k | +35% | 11k | 89.86 |
|
| Pepsico Stock (PEP) | 0.1 | $940k | -69% | 6.3k | 149.94 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $939k | 19k | 50.21 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $937k | -19% | 25k | 36.90 |
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.1 | $932k | +3580% | 11k | 81.67 |
|
| Roper Technologies Stock (ROP) | 0.1 | $929k | +8% | 1.6k | 589.58 |
|
| American Express Stock (AXP) | 0.1 | $922k | -6% | 3.4k | 269.04 |
|
| Charles Schwab Corp Stock (SCHW) | 0.1 | $904k | 12k | 78.28 |
|
|
| Chubb Stock (CB) | 0.1 | $897k | +9% | 3.0k | 301.99 |
|
| Kinder Morgan Stock (KMI) | 0.1 | $889k | -39% | 31k | 28.53 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $882k | 6.8k | 128.96 |
|
|
| Csx Corp Stock (CSX) | 0.1 | $880k | -19% | 30k | 29.43 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $854k | -8% | 1.6k | 546.44 |
|
| Amgen Stock (AMGN) | 0.1 | $844k | +20% | 2.7k | 311.55 |
|
| Colgate Palmolive Stock (CL) | 0.1 | $843k | +40% | 9.0k | 93.70 |
|
| Applied Matls Stock (AMAT) | 0.1 | $841k | -2% | 5.8k | 145.12 |
|
| Conocophillips Stock (COP) | 0.1 | $831k | +2% | 7.9k | 105.02 |
|
| Tjx Cos Stock (TJX) | 0.1 | $829k | +18% | 6.8k | 121.80 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $815k | -24% | 3.2k | 255.52 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $798k | -50% | 1.00 | 798442.00 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $792k | +3% | 1.2k | 672.99 |
|
| Trane Technologies Stock (TT) | 0.1 | $788k | +6% | 2.3k | 336.92 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $784k | +14% | 1.6k | 495.27 |
|
| Carrier Global Corporation Stock (CARR) | 0.1 | $779k | 12k | 63.40 |
|
|
| Automatic Data Processing Stock (ADP) | 0.1 | $767k | -40% | 2.5k | 305.53 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $767k | 3.0k | 251.77 |
|
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $753k | 3.2k | 236.85 |
|
|
| Fastenal Stock (FAST) | 0.1 | $750k | +26% | 9.7k | 77.55 |
|
| Blackstone Group Stock (BX) | 0.1 | $750k | -52% | 5.4k | 139.79 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $747k | +2% | 1.2k | 634.23 |
|
| Paychex Stock (PAYX) | 0.1 | $743k | +3% | 4.8k | 154.28 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $738k | +3% | 3.1k | 236.24 |
|
| Honeywell Intl Stock (HON) | 0.1 | $732k | +4% | 3.5k | 211.75 |
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $722k | -21% | 1.6k | 446.71 |
|
| Nextera Energy Stock (NEE) | 0.1 | $716k | -3% | 10k | 70.89 |
|
| American Intl Group Stock (AIG) | 0.1 | $697k | +31% | 8.0k | 86.94 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $696k | +20% | 6.9k | 100.88 |
|
| Lam Research Corp Stock (LRCX) | 0.1 | $693k | +2% | 9.5k | 72.70 |
|
| Amphenol Corp Cl A Stock (APH) | 0.1 | $689k | +15% | 11k | 65.59 |
|
| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.1 | $683k | -2% | 15k | 44.26 |
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $675k | -12% | 11k | 60.99 |
|
| Cintas Corp Stock (CTAS) | 0.1 | $667k | +24% | 3.2k | 205.53 |
|
| Packaging Corp Of America Stock (PKG) | 0.1 | $665k | +9% | 3.4k | 198.02 |
|
| Eog Resources Stock (EOG) | 0.1 | $658k | +74% | 5.1k | 128.24 |
|
| Hca Stock (HCA) | 0.1 | $650k | +10% | 1.9k | 345.55 |
|
| Synopsys Stock (SNPS) | 0.1 | $639k | +18% | 1.5k | 428.85 |
|
| American Tower Corp Reit (AMT) | 0.1 | $631k | -19% | 2.9k | 217.60 |
|
| Cummins Stock (CMI) | 0.1 | $627k | -2% | 2.0k | 313.44 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.1 | $624k | -12% | 6.5k | 95.49 |
|
| Estee Lauder Companies Stock (EL) | 0.1 | $621k | 9.4k | 66.00 |
|
|
| Otis Worldwide Corp Stock (OTIS) | 0.1 | $620k | 6.0k | 103.20 |
|
|
| Sap Aktiengesellschaft Adr (SAP) | 0.1 | $617k | +5% | 2.3k | 268.44 |
|
| Dt Midstream Stock (DTM) | 0.1 | $617k | -39% | 6.4k | 96.48 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.1 | $616k | 2.4k | 257.03 |
|
|
| Citigroup Stock (C) | 0.1 | $614k | -8% | 8.7k | 70.99 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $613k | -10% | 2.7k | 227.55 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $613k | +19% | 5.5k | 112.05 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $612k | 3.7k | 164.65 |
|
|
| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.1 | $609k | -12% | 8.8k | 69.44 |
|
| Cigna Corp Stock (CI) | 0.1 | $605k | -10% | 1.8k | 329.00 |
|
| Ge Vernova Stock (GEV) | 0.1 | $602k | +11% | 2.0k | 305.28 |
|
| Cvs Health Corp Stock (CVS) | 0.1 | $589k | +28% | 8.7k | 67.75 |
|
| Cadence Design System Stock (CDNS) | 0.1 | $588k | +3% | 2.3k | 254.33 |
|
| Morgan Stanley Stock (MS) | 0.1 | $586k | -18% | 5.0k | 116.67 |
|
| Booking Holdings Stock (BKNG) | 0.1 | $585k | +58% | 127.00 | 4606.91 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $582k | +5% | 6.8k | 85.07 |
|
| Waste Management Stock (WM) | 0.1 | $578k | +2% | 2.5k | 231.51 |
|
| Hess Midstream Lp Cl A Stock (HESM) | 0.1 | $577k | -40% | 14k | 42.29 |
|
| Texas Pacific Land Corporation Stock (TPL) | 0.1 | $571k | +19% | 431.00 | 1324.99 |
|
| Uber Technologies Stock (UBER) | 0.1 | $566k | +28% | 7.8k | 72.86 |
|
| Ishares S&p U.s. Preferred Stock Etf Etf (PFF) | 0.1 | $566k | 18k | 30.73 |
|
|
| Cincinnati Finl Corp Stock (CINF) | 0.1 | $563k | +20% | 3.8k | 147.72 |
|
| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $557k | 7.6k | 73.50 |
|
|
| Yum! Brands Stock (YUM) | 0.1 | $553k | +4% | 3.5k | 157.36 |
|
| Southern Stock (SO) | 0.1 | $552k | +2% | 6.0k | 91.95 |
|
| Stryker Corp Stock (SYK) | 0.1 | $548k | +4% | 1.5k | 372.25 |
|
| Altria Group Stock (MO) | 0.0 | $542k | -2% | 9.0k | 60.02 |
|
| Dominion Resources Stock (D) | 0.0 | $534k | +14% | 9.5k | 56.07 |
|
| Cdw Corp Com Usd0.01 Stock (CDW) | 0.0 | $530k | -4% | 3.3k | 160.26 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $529k | -20% | 1.0k | 512.01 |
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.0 | $527k | +8% | 7.2k | 73.28 |
|
| 3M Stock (MMM) | 0.0 | $522k | +3% | 3.6k | 146.86 |
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.0 | $519k | 5.1k | 102.41 |
|
|
| Sony Group Corp Adr (SONY) | 0.0 | $513k | +4% | 20k | 25.39 |
|
| Evergy Stock (EVRG) | 0.0 | $507k | +834% | 7.3k | 68.95 |
|
| Spdr Dow Jones Industrial Etf Etf (DIA) | 0.0 | $504k | 1.2k | 419.93 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $502k | +6% | 7.4k | 67.85 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $499k | -24% | 4.2k | 119.47 |
|
| Hsbc Holdings Plc Spons Adr (HSBC) | 0.0 | $491k | +4% | 8.5k | 57.43 |
|
| Republic Services Stock (RSG) | 0.0 | $490k | 2.0k | 242.16 |
|
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $488k | +16% | 3.9k | 123.73 |
|
| Te Connectivity Stock (TEL) | 0.0 | $486k | +53% | 3.4k | 141.32 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $477k | +17% | 4.4k | 109.27 |
|
| Moodys Corp Stock (MCO) | 0.0 | $469k | +30% | 1.0k | 465.69 |
|
| Equinix Reit (EQIX) | 0.0 | $467k | +3% | 573.00 | 815.35 |
|
| Target Corp Stock (TGT) | 0.0 | $466k | +15% | 4.5k | 104.36 |
|
| Prologis Share Beneficial Int Reit (PLD) | 0.0 | $466k | +40% | 4.2k | 111.79 |
|
| Oaktree Specialty Lending Corp Cef (OCSL) | 0.0 | $458k | +75% | 30k | 15.36 |
|
| D R Horton Stock (DHI) | 0.0 | $456k | +6% | 3.6k | 127.13 |
|
| Church & Dwight Stock (CHD) | 0.0 | $454k | -5% | 4.1k | 110.09 |
|
| Lennar Corp Cl A Stock (LEN) | 0.0 | $452k | +28% | 3.9k | 114.78 |
|
| O Reilly Automotive Stock (ORLY) | 0.0 | $448k | +2% | 313.00 | 1432.58 |
|
| United Parcel Service Stock (UPS) | 0.0 | $448k | +24% | 4.1k | 110.00 |
|
| Crh Plc Ord Stock (CRH) | 0.0 | $440k | +3% | 5.0k | 87.97 |
|
| Ing Groep Nv Adr (ING) | 0.0 | $438k | +10% | 22k | 19.59 |
|
| Brookfield Asset Mgmt Inc Com Voting Stock (BN) | 0.0 | $436k | 8.3k | 52.41 |
|
|
| Fidelity Natl Info Svcs Stock (FIS) | 0.0 | $436k | 5.8k | 74.68 |
|
|
| Western Midstream Partners Lp Com Unit Lp Int Stock (WES) | 0.0 | $435k | -62% | 11k | 40.96 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.0 | $435k | +6% | 1.6k | 264.97 |
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.0 | $434k | +12% | 2.0k | 212.21 |
|
| Novartis Adr (NVS) | 0.0 | $431k | 3.9k | 111.48 |
|
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $430k | -15% | 1.8k | 238.20 |
|
| Phillips 66 Stock (PSX) | 0.0 | $430k | +5% | 3.5k | 123.48 |
|
| Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.0 | $429k | +3% | 32k | 13.63 |
|
Past Filings by Lindbrook Capital
SEC 13F filings are viewable for Lindbrook Capital going back to 2018
- Lindbrook Capital 2025 Q1 filed May 5, 2025
- Lindbrook Capital 2024 Q4 filed Feb. 6, 2025
- Lindbrook Capital 2024 Q3 filed Nov. 1, 2024
- Lindbrook Capital 2024 Q2 filed July 31, 2024
- 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