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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
NMFCNew Mtn Fin Corp Com
Recent Activity
Increased 0.74%
0.35%
$3.898M
325,365 shares@ $11.99 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Increased 0.74%
0.31%
$3.481M
36,355 shares@ $95.75 avg price
MRKMerck & Co Inc
Recent Activity
Increased 44.02%
0.3%
$3.338M
29,398 shares@ $113.57 avg price
CHICalamos Conv Opportunities & I Sh Ben Int
Recent Activity
Increased 3.99%
0.3%
$3.305M
283,978 shares@ $11.64 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 2.32%
0.29%
$3.217M
3,629 shares@ $886.57 avg price
ORCLOracle Corporation
Recent Activity
Increased 4.41%
0.28%
$3.098M
18,182 shares@ $170.4 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Increased 11.91%
0.27%
$2.986M
18,198 shares@ $164.09 avg price
AGGIshares Aggregate Bond Etf
Recent Activity
Increased 30.34%
0.22%
$2.449M
24,181 shares@ $101.28 avg price
MPLXMplx Lp Com Unit Rep Ltd
Recent Activity
Increased 27.2%
0.21%
$2.318M
52,128 shares@ $44.47 avg price
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
Increased 15.72%
0.21%
$2.31M
143,950 shares@ $16.06 avg price