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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
EPDEnterprise Prods Partners L P Com
Recent Activity
Increased 4.05%
0.21%
$2.295M
78,828 shares@ $29.11 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 2.36%
0.21%
$2.271M
11,499 shares@ $197.48 avg price
TSMTaiwan Semiconductor Manufacturing Co Ltd
Recent Activity
Increased 11.71%
0.21%
$2.258M
13,003 shares@ $173.67 avg price
KLACKla-tencor Corp
Recent Activity
Increased 7.29%
0.2%
$2.224M
2,872 shares@ $774.29 avg price
FIFiserv Inc Com
Recent Activity
Increased 34.63%
0.19%
$2.139M
11,909 shares@ $179.66 avg price
NFLXNetflix Com Inc
Recent Activity
Increased 0.75%
0.19%
$2.113M
2,979 shares@ $709.39 avg price
OKEOneok Inc New Com
Recent Activity
Increased 44.04%
0.19%
$2.091M
22,945 shares@ $91.14 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 7.83%
0.18%
$2.01M
17,151 shares@ $117.22 avg price
KOCoca Cola Co Com
Recent Activity
Increased 0.46%
0.17%
$1.903M
26,484 shares@ $71.87 avg price
BABoeing Co Com
Recent Activity
Increased 2.19%
0.17%
$1.892M
12,444 shares@ $152.05 avg price