Lindbrook Capital, LLC Incresed Positions in Q4 2024

Lindbrook Capital, LLC

  • $1.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.78K
+ 1.43%
$280.04 - $302.45 $1.9M - $2.05M
481K $139M
AVGO
Broadcom Inc.

Technology
550
+ 0.79%
$159.67 - $250.0 $87.8K - $138K
69.8K $16.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.23K
+ 2.82%
$180.88 - $232.93 $404K - $520K
81.3K $17.8M
TSLA
Tesla, Inc.

Consumer Cyclical
793
+ 5.27%
$213.65 - $479.86 $169K - $381K
15.8K $6.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.78K
+ 43.41%
$521.84 - $558.82 $1.97M - $2.11M
12.5K $6.73M
GOOGL
Alphabet Inc.

Communication Services
1.83K
+ 2.86%
$161.86 - $196.66 $296K - $359K
65.7K $12.4M
GOOG
Alphabet Inc.

Communication Services
1.57K
+ 2.96%
$163.08 - $198.16 $257K - $312K
54.8K $10.4M
KMI
Kinder Morgan, Inc.

Energy
45.4K
+ 742.25%
$22.59 - $28.54 $1.03M - $1.3M
51.6K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
313
+ 0.78%
$205.18 - $250.29 $64.2K - $78.3K
40.3K $9.65M
BX
Blackstone Inc.

Financial Services
5.58K
+ 97.11%
$148.45 - $199.05 $828K - $1.11M
11.3K $1.95M
NFLX
Netflix Inc

Communication Services
51
+ 1.71%
$687.65 - $936.56 $35.1K - $47.8K
3.03K $2.7M
U
Unity Software Inc.

Technology
25.6K
+ 1320.91%
$17.34 - $27.72 $444K - $709K
27.5K $618K
V
Visa Inc.

Financial Services
173
+ 1.52%
$273.87 - $320.91 $47.4K - $55.5K
11.5K $3.64M
PLTR
Palantir Technologies Inc.

Technology
1.66K
+ 18.2%
$36.46 - $82.38 $60.5K - $137K
10.8K $815K
TRP
Tc Energy Corp

Energy
9.63K
+ 33.76%
$44.03 - $50.23 $424K - $484K
38.2K $1.78M
LNG
Cheniere Energy, Inc.

Energy
528
+ 6.14%
$181.07 - $225.92 $95.6K - $119K
9.13K $1.96M
BA
Boeing CO

Industrials
567
+ 4.56%
$138.14 - $180.72 $78.3K - $102K
13K $2.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
492
+ 3.78%
$172.07 - $207.36 $84.7K - $102K
13.5K $2.67M
COST
Costco Wholesale Corp

Consumer Defensive
284
+ 7.83%
$873.59 - $994.69 $248K - $282K
3.91K $3.59M
CRM
Salesforce, Inc.

Technology
23
+ 0.4%
$270.87 - $367.87 $6.23K - $8.46K
5.81K $1.94M
WMT
Walmart Inc.

Consumer Defensive
357
+ 1.12%
$79.1 - $95.7 $28.2K - $34.2K
32.3K $2.92M
CME
Cme Group Inc.

Financial Services
135
+ 0.52%
$221.17 - $246.02 $29.9K - $33.2K
25.9K $6.01M
AXP
American Express CO

Financial Services
826
+ 29.16%
$267.35 - $305.57 $221K - $252K
3.66K $1.09M
APP
App Lovin Corp

Technology
96
+ 6.67%
$130.67 - $401.5 $12.5K - $38.5K
1.54K $497K
BAC
Bank Of America Corp

Financial Services
1.17K
+ 2.02%
$39.22 - $47.77 $45.8K - $55.7K
58.8K $2.59M
DIS
Walt Disney CO

Communication Services
221
+ 1.33%
$92.39 - $117.6 $20.4K - $26K
16.8K $1.87M
IGV
Ishares Expanded Tech Software

ETFs
720
+ 3.83%
$87.5 - $110.17 $63K - $79.3K
19.5K $1.95M
EPD
Enterprise Products Partners L.P.

Energy
2.79K
+ 3.54%
$28.66 - $34.43 $80K - $96.1K
81.6K $2.56M
APO
Apollo Global Management, Inc.

Financial Services
750
+ 22.07%
$131.36 - $178.61 $98.5K - $134K
4.15K $685K
FIVE
Five Below, Inc

Consumer Cyclical
2.13K
+ 96.12%
$83.0 - $115.97 $177K - $247K
4.35K $456K
MA
Mastercard Inc

Financial Services
138
+ 2.47%
$491.3 - $536.15 $67.8K - $74K
5.72K $3.01M
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 0.63%
$570.51 - $610.59 $56.5K - $60.4K
15.9K $9.38M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
424
+ 0.06%
$13.54 - $14.25 $5.74K - $6.04K
690K $9.65M
IWV
Ishares Russell 3000 ETF

ETFs
379
+ 3.44%
$323.08 - $349.08 $122K - $132K
11.4K $3.81M
SHOP
Shopify Inc.

Technology
146
+ 2.0%
$78.14 - $119.49 $11.4K - $17.4K
7.46K $793K
COF
Capital One Financial Corp

Financial Services
34
+ 0.64%
$145.19 - $192.01 $4.94K - $6.53K
5.33K $950K
COP
Conocophillips

Energy
1.9K
+ 32.91%
$95.12 - $114.72 $181K - $218K
7.69K $762K
SCHW
Schwab Charles Corp

Financial Services
675
+ 6.15%
$63.31 - $82.85 $42.7K - $55.9K
11.6K $861K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 1.31%
$486.1 - $608.57 $10.7K - $13.4K
1.7K $975K
TPL
Texas Pacific Land Corp

Energy
70
+ 23.97%
$915.49 - $1730.0 $64.1K - $121K
362 $400K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.23%
$473.15 - $574.01 $2.37K - $2.87K
2.19K $1.16M
MS
Morgan Stanley

Financial Services
73
+ 1.2%
$104.42 - $134.99 $7.62K - $9.85K
6.16K $773K
BMY
Bristol Myers Squibb CO

Healthcare
1.49K
+ 13.38%
$51.92 - $59.94 $77.5K - $89.5K
12.7K $715K
SPOT
Spotify Technology S.A.

Communication Services
40
+ 3.22%
$362.95 - $502.38 $14.5K - $20.1K
1.28K $573K
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 17.65%
$4100.99 - $5300.34 $49.2K - $63.6K
80 $397K
CRWD
Crowd Strike Holdings, Inc.

Technology
149
+ 15.67%
$275.15 - $388.2 $41K - $57.8K
1.1K $376K
DXCM
Dexcom Inc

Healthcare
1.24K
+ 247.31%
$65.68 - $81.01 $81.4K - $100K
1.74K $135K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2K
+ 50.0%
$50.62 - $50.97 $101K - $102K
6K $304K
PANW
Palo Alto Networks Inc

Technology
3.91K
+ 101.93%
$181.96 - $405.9 $712K - $1.59M
7.75K $1.41M
Activity Summary
Buys All Purchases 1165 New Holdings 152 Increased Positions 1013 Sells All Sells 912 Reductions 909 Sold out 3 Options Calls 0 Puts 0
Track This Portfolio

Track Lindbrook Capital, LLC Portfolio

Follow Lindbrook Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lindbrook Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lindbrook Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email