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Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$1.129BTotal holdings2831
Assets growth rate6.04%Assets growth rate (2-Q avg)2.83%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindbrook Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Lindbrook Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.129B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Tyler Dritz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon.com Inc
Recent Activity
Decreased -1.77%
1.31%
$14.739M
79,104 shares@ $186.34 avg price
QQQPowershares Qqq Tr
Recent Activity
Decreased -2.23%
1.25%
$14.031M
28,748 shares@ $488.08 avg price
VRTXVertex Pharmaceuticals In
Recent Activity
Increased 36.18%
1.23%
$13.781M
29,632 shares@ $465.09 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 903.7%
1.06%
$11.948M
69,265 shares@ $172.51 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -5.77%
1%
$11.229M
29,248 shares@ $383.94 avg price
GOOGLGoogle Inc
Recent Activity
Decreased -0.88%
0.94%
$10.595M
63,885 shares@ $165.85 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 23.29%
0.89%
$10.035M
21,802 shares@ $460.27 avg price
IJHIshares Core S&p Mid Cap Etf
Recent Activity
Decreased -6.63%
0.85%
$9.492M
152,311 shares@ $62.33 avg price
XBXMXNuveen S&p 500 Buy-write Incom Com
Recent Activity
Increased 45.55%
0.84%
$9.462M
689,638 shares@ $13.72 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Increased 1.8%
0.84%
$9.41M
112,525 shares@ $83.64 avg price