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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
METAMeta Platforms Inc Cl A
Recent Activity
Increased 6.91%
0.83%
$9.343M
16,321 shares@ $572.45 avg price
IVVIshares S&p 500 Index
Recent Activity
Increased 134.33%
0.81%
$9.136M
15,838 shares@ $576.83 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -2.18%
0.79%
$8.899M
53,227 shares@ $167.19 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -2.04%
0.77%
$8.691M
39,347 shares@ $220.89 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 17.4%
0.75%
$8.424M
39,950 shares@ $210.86 avg price
UNHUnitedhealth Group
Recent Activity
Increased 5.56%
0.68%
$7.667M
13,113 shares@ $584.69 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Decreased -6.53%
0.6%
$6.772M
57,904 shares@ $116.97 avg price
INTUIntuit Inc
Recent Activity
Decreased -1.87%
0.59%
$6.658M
10,722 shares@ $621.0 avg price
SOXXIshares Semiconductor Etf
Recent Activity
Decreased -3.6%
0.58%
$6.481M
28,106 shares@ $230.6 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 2.44%
0.54%
$6.067M
6,849 shares@ $885.9 avg price