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 34.79% of Lindbrook Capital's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$5.4M), SPY, VTI, NVDA, QQQ, RPAR, AAPL, AMZN, MSFT, COIN.
- Started 173 new stock positions in COHU, JBLU, Rb Global, Knife River Corp, DCOM, PLAB, OOMA, MITK, Atlanta Braves Hldgs Inc Com Ser A, HY.
- Reduced shares in these 10 stocks: VRTX (-$7.2M), XLP, OCSL, ISEE, , PBA, JFR, UNH, PGR, PAA.
- Sold out of its positions in ABBNY, AZZ, ADUS, ACET, AEVA, AFB, AYX, ATUS, AAT, AVD.
- Lindbrook Capital was a net buyer of stock by $33M.
- Lindbrook Capital has $939M in assets under management (AUM), dropping by 10.10%.
- 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 2729 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Lindbrook Capital has 2729 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Lindbrook Capital June 30, 2023 positions
- Download the Lindbrook Capital June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stk Mkt Etf (VTI) | 10.0 | $94M | +2% | 427k | 220.28 |
|
| Vanguard Total Intl Stock Idex Etf Etf (VXUS) | 7.9 | $75M | +7% | 1.3M | 56.08 |
|
| Golub Cap Bdc Cef (GBDC) | 7.2 | $68M | 5.0M | 13.50 |
|
|
| Apple Stock (AAPL) | 6.0 | $57M | +2% | 292k | 193.97 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 3.6 | $34M | +13% | 76k | 443.28 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.0 | $28M | 102k | 275.18 |
|
|
| Oaktree Specialty Lending Corp Cef (OCSL) | 2.7 | $26M | -3% | 1.3M | 19.43 |
|
| Rpar Risk Parity Etf Etf (RPAR) | 2.0 | $19M | +10% | 963k | 19.23 |
|
| Microsoft Stock (MSFT) | 1.9 | $18M | +8% | 52k | 340.54 |
|
| Nvidia Corporation Stock (NVDA) | 1.8 | $17M | +16% | 40k | 423.02 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.7 | $16M | 104k | 157.83 |
|
|
| Powershares Qqq Tr Etf (QQQ) | 1.2 | $12M | +25% | 31k | 369.42 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 1.1 | $9.9M | +3% | 38k | 261.48 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 1.0 | $9.4M | +12% | 50k | 187.27 |
|
| Amazon.com Stock (AMZN) | 1.0 | $9.1M | +17% | 70k | 130.36 |
|
| Broadcom Stock (AVGO) | 0.9 | $8.8M | +4% | 10k | 867.43 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $8.2M | +4% | 49k | 165.52 |
|
| Vanguard Growth Etf Etf (VUG) | 0.8 | $7.5M | 27k | 282.96 |
|
|
| Pepsico Stock (PEP) | 0.8 | $7.5M | -2% | 40k | 185.22 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.8 | $7.2M | 100k | 72.50 |
|
|
| Nuveen S&p 500 Buy-write Incom Cef (BXMX) | 0.7 | $6.7M | 503k | 13.37 |
|
|
| Unitedhealth Group Stock (UNH) | 0.7 | $6.4M | -5% | 13k | 480.64 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.7 | $6.2M | +9% | 63k | 99.65 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.7 | $6.2M | +16% | 52k | 120.97 |
|
| Axsome Therapeutics Stock (AXSM) | 0.6 | $6.1M | 85k | 71.86 |
|
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.6 | $5.8M | 12k | 507.24 |
|
|
| Google Stock (GOOGL) | 0.6 | $5.8M | +9% | 49k | 119.70 |
|
| Intuit Stock (INTU) | 0.6 | $5.6M | +4% | 12k | 458.19 |
|
| Bank America Corp Stock (BAC) | 0.6 | $5.4M | +9% | 189k | 28.69 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $5.2M | +12% | 36k | 145.44 |
|
| Honeywell Intl Stock (HON) | 0.5 | $5.0M | 24k | 207.50 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $4.8M | 14k | 341.00 |
|
|
| Invesco Aerospace & Defense Etf Etf (PPA) | 0.5 | $4.7M | +4% | 56k | 84.47 |
|
| New Mtn Fin Corp Cef (NMFC) | 0.5 | $4.7M | +5% | 376k | 12.44 |
|
| Ishares U.s. Industrials Etf Etf (IYJ) | 0.5 | $4.6M | 44k | 106.04 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.5 | $4.6M | +2% | 8.8k | 521.75 |
|
| Calamos Conv Opportunities & I Sh Ben Int Cef (CHI) | 0.5 | $4.5M | 403k | 11.20 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.5 | $4.4M | 20k | 220.16 |
|
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.5 | $4.3M | +2% | 15k | 283.20 |
|
| First Trust Dow Jones Internet Index Fund Etf (FDN) | 0.5 | $4.3M | 27k | 162.99 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $4.2M | +43% | 15k | 286.98 |
|
| Vertex Pharmaceuticals In Stock (VRTX) | 0.4 | $4.0M | -64% | 11k | 351.91 |
|
| Spdr S&p Biotech Etf Etf (XBI) | 0.4 | $3.9M | +2% | 47k | 83.20 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $3.9M | 9.5k | 407.28 |
|
|
| Chicago Mercantile Hldgs Stock (CME) | 0.4 | $3.8M | 21k | 185.29 |
|
|
| Vanguard Total World Stock Etf Etf (VT) | 0.4 | $3.8M | 39k | 96.98 |
|
|
| Technology Select Sector Spdr Etf (XLK) | 0.4 | $3.7M | 21k | 173.86 |
|
|
| Vanguard Small-cap Etf Etf (VB) | 0.4 | $3.6M | +43% | 18k | 198.89 |
|
| Estee Lauder Companies Stock (EL) | 0.3 | $3.3M | -2% | 17k | 196.38 |
|
| Visa Stock (V) | 0.3 | $3.2M | +49% | 14k | 237.48 |
|
| Novocure Ltd Ord Stock (NVCR) | 0.3 | $3.2M | +46% | 77k | 41.50 |
|
| Pfizer Stock (PFE) | 0.3 | $2.9M | +2% | 80k | 36.68 |
|
| Tesla Motors Stock (TSLA) | 0.3 | $2.9M | 11k | 261.76 |
|
|
| Ishares S&p 500 Index Etf (IVV) | 0.3 | $2.9M | 6.5k | 445.71 |
|
|
| Home Depot Stock (HD) | 0.3 | $2.8M | +12% | 9.2k | 310.64 |
|
| Boeing Stock (BA) | 0.3 | $2.7M | 13k | 211.16 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.3 | $2.7M | 19k | 142.10 |
|
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.3 | $2.7M | +97% | 37k | 71.55 |
|
| Merck & Co Stock (MRK) | 0.3 | $2.6M | 22k | 115.39 |
|
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.3 | $2.6M | -2% | 10k | 254.48 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.3 | $2.5M | 35k | 70.48 |
|
|
| Lilly Eli & Co Stock (LLY) | 0.3 | $2.5M | +5% | 5.3k | 468.95 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $2.3M | +17% | 7.7k | 298.41 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $2.2M | +83% | 20k | 113.91 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.2 | $2.2M | 48k | 46.18 |
|
|
| United Rentals Stock (URI) | 0.2 | $2.1M | 4.8k | 445.37 |
|
|
| Oracle Corporation Stock (ORCL) | 0.2 | $2.1M | +41% | 18k | 119.09 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $2.0M | +12% | 39k | 51.74 |
|
| Chevron Corp Stock (CVX) | 0.2 | $2.0M | 13k | 157.34 |
|
|
| Health Care Select Sector Spdr Etf (XLV) | 0.2 | $2.0M | 15k | 132.73 |
|
|
| Lowes Cos Stock (LOW) | 0.2 | $2.0M | +2% | 8.7k | 225.70 |
|
| Texas Instrs Stock (TXN) | 0.2 | $2.0M | -2% | 11k | 180.02 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.2 | $1.9M | -2% | 27k | 73.03 |
|
| Procter And Gamble Stock (PG) | 0.2 | $1.9M | +3% | 13k | 151.74 |
|
| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.2 | $1.9M | 5.6k | 345.88 |
|
|
| Starbucks Corp Stock (SBUX) | 0.2 | $1.9M | +8% | 19k | 99.06 |
|
| Adobe Sys Stock (ADBE) | 0.2 | $1.9M | +26% | 3.8k | 489.01 |
|
| Enterprise Prods Partners Stock (EPD) | 0.2 | $1.8M | -13% | 68k | 26.35 |
|
| Williams Cos Stock (WMB) | 0.2 | $1.7M | +24% | 54k | 32.63 |
|
| Disney Walt Stock (DIS) | 0.2 | $1.7M | +5% | 19k | 89.28 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.2 | $1.7M | 3.5k | 478.91 |
|
|
| Air Prods & Chems Stock (APD) | 0.2 | $1.6M | 5.3k | 299.53 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.6M | -3% | 38k | 41.55 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $1.6M | +2% | 123k | 12.70 |
|
| Mastercard Stock (MA) | 0.2 | $1.5M | 3.9k | 393.30 |
|
|
| Walmart Stock (WMT) | 0.2 | $1.5M | +29% | 9.5k | 157.18 |
|
| Targa Res Corp Stock (TRGP) | 0.2 | $1.5M | +5% | 19k | 76.10 |
|
| Raytheon Technologies Corp Stock (RTX) | 0.2 | $1.4M | -3% | 15k | 97.96 |
|
| Salesforce Stock (CRM) | 0.2 | $1.4M | +36% | 6.8k | 211.26 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $1.4M | -3% | 8.5k | 165.40 |
|
| Netflix Stock (NFLX) | 0.1 | $1.4M | +33% | 3.1k | 440.49 |
|
| Caterpillar Stock (CAT) | 0.1 | $1.4M | +19% | 5.5k | 246.05 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $1.4M | -2% | 1.9k | 724.75 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $1.3M | -6% | 5.5k | 242.65 |
|
| Cheniere Energy Stock (LNG) | 0.1 | $1.3M | -3% | 8.8k | 152.36 |
|
| Aon Corp Stock (AON) | 0.1 | $1.3M | 3.8k | 345.20 |
|
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.1 | $1.3M | 39k | 33.94 |
|
|
| Verizon Communications Stock (VZ) | 0.1 | $1.3M | -11% | 35k | 37.19 |
|
| Csx Corp Stock (CSX) | 0.1 | $1.3M | 38k | 34.10 |
|
|
| Costco Wholesale Corp Stock (COST) | 0.1 | $1.3M | 2.4k | 538.30 |
|
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $1.3M | +1341% | 591.00 | 2139.00 |
|
| Blackrock Stock (BLK) | 0.1 | $1.2M | 1.8k | 691.14 |
|
|
| Target Corp Stock (TGT) | 0.1 | $1.2M | +27% | 9.2k | 131.90 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $1.2M | 29k | 40.68 |
|
|
| Abbvie Stock (ABBV) | 0.1 | $1.2M | -17% | 8.6k | 134.73 |
|
| Kla-tencor Corp Stock (KLAC) | 0.1 | $1.1M | 2.2k | 484.98 |
|
|
| Abbott Labs Stock (ABT) | 0.1 | $1.1M | +95% | 10k | 109.02 |
|
| Coca Cola Stock (KO) | 0.1 | $1.1M | -6% | 18k | 60.22 |
|
| Palo Alto Networks Stock (PANW) | 0.1 | $1.1M | +442% | 4.2k | 255.51 |
|
| Diageo Adr (DEO) | 0.1 | $1.0M | -6% | 6.0k | 173.48 |
|
| Financial Select Sector Spdr Etf (XLF) | 0.1 | $1.0M | +474% | 31k | 33.71 |
|
| Danaher Corp Stock (DHR) | 0.1 | $1.0M | +5% | 4.3k | 240.00 |
|
| United Parcel Service Stock (UPS) | 0.1 | $1.0M | -2% | 5.7k | 179.25 |
|
| Equitrans Midstream Corp Stock (ETRN) | 0.1 | $1.0M | +11% | 105k | 9.56 |
|
| Enbridge Stock (ENB) | 0.1 | $993k | 27k | 37.15 |
|
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $978k | 13k | 78.35 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $971k | 6.0k | 161.19 |
|
|
| Charles Schwab Corp Stock (SCHW) | 0.1 | $963k | +91% | 17k | 56.68 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $947k | 8.9k | 106.07 |
|
|
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $943k | +83% | 12k | 81.17 |
|
| Analog Devices Stock (ADI) | 0.1 | $942k | +3% | 4.8k | 194.81 |
|
| Spdr Dow Jones Industrial Etf Etf (DIA) | 0.1 | $939k | +644% | 2.7k | 343.87 |
|
| Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP) | 0.1 | $912k | -18% | 15k | 62.32 |
|
| Ishares Dj Select Dividend Etf (DVY) | 0.1 | $910k | 8.0k | 113.30 |
|
|
| Philip Morris Intl Stock (PM) | 0.1 | $909k | -9% | 9.3k | 97.62 |
|
| Wells Fargo Stock (WFC) | 0.1 | $905k | +135% | 21k | 42.68 |
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.1 | $867k | -2% | 8.6k | 100.92 |
|
| Nextera Energy Stock (NEE) | 0.1 | $865k | 12k | 74.20 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.1 | $859k | 8.0k | 107.25 |
|
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $852k | +4% | 2.8k | 308.58 |
|
| Tc Energy Corp Stock (TRP) | 0.1 | $837k | +43% | 21k | 40.41 |
|
| Proshares Ultrapro Qqq Etf (TQQQ) | 0.1 | $820k | 20k | 41.00 |
|
|
| Altria Group Stock (MO) | 0.1 | $810k | 18k | 45.30 |
|
|
| Acres Commercial Realty Corp Reit (ACR) | 0.1 | $806k | 91k | 8.84 |
|
|
| Linde Stock (LIN) | 0.1 | $803k | -20% | 2.1k | 381.08 |
|
| Applied Matls Stock (AMAT) | 0.1 | $800k | -10% | 5.5k | 144.54 |
|
| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.1 | $794k | 4.9k | 161.83 |
|
|
| Motorola Solutions Stock (MSI) | 0.1 | $794k | 2.7k | 293.28 |
|
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $792k | -7% | 3.4k | 229.76 |
|
| BP Adr (BP) | 0.1 | $792k | +265% | 22k | 35.29 |
|
| Albertsons Cos Stock (ACI) | 0.1 | $785k | 36k | 21.82 |
|
|
| T-mobile Us Stock (TMUS) | 0.1 | $782k | +28% | 5.6k | 138.90 |
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $776k | +6% | 3.4k | 226.76 |
|
| Western Midstream Partners Lp Com Unit Lp Int Stock (WES) | 0.1 | $768k | +2% | 29k | 26.52 |
|
| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.1 | $765k | -9% | 21k | 37.08 |
|
| Progressive Corp Stock (PGR) | 0.1 | $763k | -30% | 5.8k | 132.37 |
|
| Industrial Select Sector Spdr Etf (XLI) | 0.1 | $739k | +585% | 6.9k | 107.32 |
|
| Medtronic Stock (MDT) | 0.1 | $734k | +28% | 8.3k | 88.10 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $714k | -4% | 993.00 | 718.54 |
|
| Intel Corp Stock (INTC) | 0.1 | $713k | +8% | 21k | 33.44 |
|
| Ameriprise Finl Stock (AMP) | 0.1 | $701k | 2.1k | 332.16 |
|
|
| Fastenal Stock (FAST) | 0.1 | $697k | 12k | 58.99 |
|
|
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $689k | 6.0k | 113.94 |
|
|
| S&p Global Stock (SPGI) | 0.1 | $686k | 1.7k | 400.89 |
|
|
| Activision Stock (ATVI) | 0.1 | $684k | +9% | 8.1k | 84.30 |
|
| Paychex Stock (PAYX) | 0.1 | $679k | 6.1k | 111.87 |
|
|
| Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) | 0.1 | $671k | +6% | 27k | 24.93 |
|
| Travelers Companies Stock (TRV) | 0.1 | $668k | 3.8k | 173.66 |
|
|
| Fiserv Stock (FI) | 0.1 | $657k | 5.2k | 126.15 |
|
|
| Fidelity Natl Info Svcs Stock (FIS) | 0.1 | $650k | 12k | 54.70 |
|
|
| Vanguard Large-cap Etf Etf (VV) | 0.1 | $648k | 3.2k | 202.72 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.1 | $646k | 2.6k | 250.16 |
|
|
| Roper Technologies Stock (ROP) | 0.1 | $641k | 1.3k | 480.80 |
|
|
| Cdw Corp Com Usd0.01 Stock (CDW) | 0.1 | $632k | 3.4k | 183.50 |
|
|
| Service Now Stock (NOW) | 0.1 | $620k | +2% | 1.1k | 561.97 |
|
| Nike Inc Class B Stock (NKE) | 0.1 | $603k | -5% | 5.5k | 110.37 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $581k | +13% | 3.4k | 172.21 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.1 | $580k | -34% | 41k | 14.10 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $570k | +100% | 3.7k | 152.25 |
|
| Dominion Resources Stock (D) | 0.1 | $561k | -8% | 11k | 51.79 |
|
| Cigna Corp Stock (CI) | 0.1 | $550k | +6% | 2.0k | 280.60 |
|
| Carrier Global Corporation Stock (CARR) | 0.1 | $539k | 11k | 49.71 |
|
|
| General Electric Stock (GE) | 0.1 | $538k | +8% | 4.9k | 109.85 |
|
| Direxion Daily Small Cap Bull 3x Shares Etf (TNA) | 0.1 | $529k | 15k | 35.29 |
|
|
| Blackstone Group Stock (BX) | 0.1 | $528k | +107% | 5.7k | 92.97 |
|
| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $523k | 7.3k | 71.57 |
|
|
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $522k | 8.1k | 64.60 |
|
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $518k | 1.00 | 517810.00 |
|
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $504k | -8% | 7.9k | 63.95 |
|
| Arista Networks Stock (ANET) | 0.1 | $502k | 3.1k | 162.06 |
|
|
| Hershey Stock (HSY) | 0.1 | $495k | 2.0k | 249.70 |
|
|
| Union Pac Corp Stock (UNP) | 0.1 | $488k | -8% | 2.4k | 204.62 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $488k | 6.7k | 72.94 |
|
|
| Yum! Brands Stock (YUM) | 0.1 | $486k | +7% | 3.5k | 138.55 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.1 | $479k | 4.9k | 97.32 |
|
|
| Novartis Adr (NVS) | 0.1 | $474k | 4.7k | 100.91 |
|
|
| At&t Stock (T) | 0.1 | $472k | -19% | 30k | 15.95 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $468k | 1.2k | 390.04 |
|
|
| Conocophillips Stock (COP) | 0.0 | $468k | +4% | 4.5k | 103.61 |
|
| Cummins Stock (CMI) | 0.0 | $468k | -4% | 1.9k | 245.16 |
|
| Fedex Corp Stock (FDX) | 0.0 | $463k | 1.9k | 247.90 |
|
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $461k | -3% | 5.2k | 89.01 |
|
| Qualcomm Stock (QCOM) | 0.0 | $460k | -7% | 3.9k | 119.04 |
|
| Spdr Gold Etf Etf (GLD) | 0.0 | $447k | 2.5k | 178.27 |
|
|
| Synopsys Stock (SNPS) | 0.0 | $433k | 995.00 | 435.41 |
|
|
| Hca Stock (HCA) | 0.0 | $431k | 1.4k | 303.48 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $431k | 5.0k | 85.40 |
|
|
| Cvs Health Corp Stock (CVS) | 0.0 | $430k | -12% | 6.2k | 69.13 |
|
| Capital One Financial Corp Stock (COF) | 0.0 | $425k | +8% | 3.9k | 109.37 |
|
| Ishares Msci Kld 400 Social Etf Etf (DSI) | 0.0 | $425k | -2% | 5.0k | 84.17 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $422k | 1.8k | 234.52 |
|
|
| Citigroup Stock (C) | 0.0 | $422k | -11% | 9.2k | 46.04 |
|
| American Tower Corp Reit (AMT) | 0.0 | $419k | -6% | 2.2k | 193.94 |
|
| Church & Dwight Stock (CHD) | 0.0 | $418k | 4.2k | 100.23 |
|
|
| Lam Research Corp Stock (LRCX) | 0.0 | $417k | +6% | 649.00 | 642.86 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $415k | +24% | 3.2k | 128.17 |
|
| United Contl Hldgs Stock (UAL) | 0.0 | $414k | 7.5k | 54.87 |
|
|
| Chubb Stock (CB) | 0.0 | $413k | -4% | 2.1k | 192.56 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $409k | 1.9k | 219.79 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $408k | 2.0k | 201.10 |
|
|
| Sony Group Corp Adr (SONY) | 0.0 | $406k | 4.5k | 90.04 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $406k | 918.00 | 442.16 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $405k | 2.1k | 191.26 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $390k | -9% | 848.00 | 460.38 |
|
| Southwest Airls Stock (LUV) | 0.0 | $387k | +2% | 11k | 36.21 |
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $386k | 4.1k | 94.33 |
|
|
| Spdr Ser Tr S&p Divid Etf Etf (SDY) | 0.0 | $382k | 3.1k | 122.58 |
|
|
| Mckesson Corp Stock (MCK) | 0.0 | $382k | +18% | 893.00 | 427.31 |
|
| Starwood Ppty Tr Reit (STWD) | 0.0 | $380k | 20k | 19.40 |
|
|
| American Intl Group Stock (AIG) | 0.0 | $378k | 6.6k | 57.54 |
|
|
| Colgate Palmolive Stock (CL) | 0.0 | $378k | +4% | 4.9k | 77.04 |
|
| Humana Stock (HUM) | 0.0 | $373k | 835.00 | 447.13 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $372k | +4% | 1.1k | 341.94 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $368k | +73% | 1.9k | 195.77 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $365k | +2% | 2.0k | 183.69 |
|
| Tjx Cos Stock (TJX) | 0.0 | $364k | -21% | 4.3k | 84.79 |
|
| Prologis Share Beneficial Int Reit (PLD) | 0.0 | $358k | +10% | 2.9k | 122.63 |
|
| Marathon Pete Corp Stock (MPC) | 0.0 | $350k | -13% | 3.0k | 116.60 |
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.0 | $350k | -23% | 5.8k | 60.38 |
|
| D R Horton Stock (DHI) | 0.0 | $349k | 2.9k | 121.69 |
|
|
| Southern Peru Copper Corp Stock (SCCO) | 0.0 | $347k | +636% | 4.8k | 71.74 |
|
| Ares Capital Corp Cef (ARCC) | 0.0 | $343k | 18k | 18.79 |
|
|
| Intl Business Machines Stock (IBM) | 0.0 | $337k | +13% | 2.5k | 133.81 |
|
| Lennar Corp Cl A Stock (LEN) | 0.0 | $336k | 2.7k | 125.31 |
|
|
| American Express Stock (AXP) | 0.0 | $334k | 1.9k | 174.20 |
|
|
| Take-two Interactive Software Stock (TTWO) | 0.0 | $328k | 2.2k | 147.16 |
|
|
| Clearway Energy Inc Cl C Stock (CWEN) | 0.0 | $327k | 11k | 28.56 |
|
|
| Packaging Corp Of America Stock (PKG) | 0.0 | $326k | -4% | 2.5k | 132.16 |
|
| U.s. Global Jets Etf Etf (JETS) | 0.0 | $322k | 15k | 21.42 |
|
|
| Freeport Mcmoran Copper Stock (FCX) | 0.0 | $322k | -15% | 8.0k | 40.00 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $320k | 2.2k | 145.55 |
|
|
| Amphenol Corp Cl A Stock (APH) | 0.0 | $314k | +68% | 3.7k | 84.95 |
|
| Dt Midstream Stock (DTM) | 0.0 | $310k | +9% | 6.2k | 49.57 |
|
| Transunion Stock (TRU) | 0.0 | $309k | +2% | 3.9k | 78.33 |
|
| Ishares Inc Msci Emuindex Etf (EZU) | 0.0 | $307k | 6.7k | 45.82 |
|
|
| Atlantica Sustainable Infr Stock (AY) | 0.0 | $307k | +3% | 13k | 23.44 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $301k | +53% | 3.6k | 83.36 |
|
| Waste Management Stock (WM) | 0.0 | $299k | +9% | 1.7k | 173.42 |
|
| Hess Midstream Lp Cl A Stock (HESM) | 0.0 | $298k | +95% | 9.7k | 30.68 |
|
| Equinix Reit (EQIX) | 0.0 | $296k | +2% | 378.00 | 783.94 |
|
Past Filings by Lindbrook Capital
SEC 13F filings are viewable for Lindbrook Capital going back to 2018
- 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
- Lindbrook Capital 2020 Q1 filed April 22, 2020
- Lindbrook Capital 2019 Q4 filed Jan. 27, 2020
- Lindbrook Capital 2019 Q3 filed Oct. 31, 2019