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Lyell Wealth Management

Latest statistics and disclosures from Lyell Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, META, and represent 18.54% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PWR (+$5.2M), C, MSFT, VRT, TOL, PNC, BLK, BR, APH, IBDY.
Started 9 new stock positions in TFC, PLTR, FLR, PNC, AZO, CMA, C, Millrose Pptys Inc Com Cl A, IBDY.
Reduced shares in these 10 stocks: XLE, NVDA, LMT, NOC, SLB, UNH, ADBE, IBB, CCI, SPY.
Sold out of its positions in ANET, COHR, ITW, ILMN, IWD, NVO, VUG.
Lyell Wealth Management was a net buyer of stock by $31M.
Lyell Wealth Management has $1.1B in assets under management (AUM), dropping by -4.10%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 202 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	6.0	$64M	-3%	589k	108.38	View chart
Apple Stock (AAPL)	3.9	$41M		186k	222.13	View chart
Microsoft Corp Stock (MSFT)	3.0	$33M	+9%	87k	375.39	View chart
Amazon Stock (AMZN)	3.0	$32M	+2%	166k	190.26	View chart
Meta Platforms Inc Cl A Stock (META)	2.7	$29M		50k	576.36	View chart
Palo Alto Networks Stock (PANW)	2.6	$27M		161k	170.64	View chart
Costco Whsl Corp Stock (COST)	2.4	$26M		28k	945.79	View chart
Jpmorgan Chase & Co Stock (JPM)	2.2	$24M	+6%	96k	245.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.1	$22M	+4%	145k	154.64	View chart
Workday Inc Cl A Stock (WDAY)	2.0	$22M		93k	233.53	View chart
Servicenow Stock (NOW)	1.9	$21M		26k	796.14	View chart
Intuit Stock (INTU)	1.8	$19M		31k	613.99	View chart
Salesforce Stock (CRM)	1.7	$18M	+2%	66k	268.36	View chart
Intuitive Surgical Stock (ISRG)	1.6	$17M	+2%	35k	495.27	View chart
Visa Inc Com Cl A Stock (V)	1.6	$17M		49k	350.46	View chart
Home Depot Stock (HD)	1.5	$16M		44k	366.49	View chart
Thermo Fisher Scientific Stock (TMO)	1.4	$15M	+3%	31k	497.60	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.4	$15M		160k	95.48	View chart
Netflix Stock (NFLX)	1.4	$15M	+8%	16k	932.53	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.4	$15M	+9%	69k	211.47	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$14M	+7%	91k	156.23	View chart
D R Horton Stock (DHI)	1.3	$14M		111k	127.13	View chart
Stryker Corporation Stock (SYK)	1.3	$14M	+9%	37k	372.25	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.2	$13M	+2%	20k	662.63	View chart
Uber Technologies Stock (UBER)	1.2	$13M	+8%	176k	72.86	View chart
Amphenol Corp New Cl A Stock (APH)	1.2	$13M	+13%	190k	65.59	View chart
Veeva Sys Inc Cl A Stock (VEEV)	1.2	$12M		54k	231.63	View chart
Spdr Gold Shares Etf (GLD)	1.1	$12M	+7%	42k	288.14	View chart
Cadence Design System Stock (CDNS)	1.1	$12M	+7%	48k	254.33	View chart
Morgan Stanley Stock (MS)	1.1	$12M	+7%	103k	116.67	View chart
Caterpillar Stock (CAT)	1.1	$12M		36k	329.80	View chart
Zoetis Inc Cl A Stock (ZTS)	1.0	$11M		67k	164.65	View chart
Honeywell Intl Stock (HON)	1.0	$11M		52k	211.75	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.0	$11M	-6%	19k	559.40	View chart
Taiwan Semiconductor Mfg Adr (TSM)	1.0	$11M	+4%	65k	166.00	View chart
Lennar Corp Cl A Stock (LEN)	0.9	$9.6M		83k	114.78	View chart
Idexx Labs Stock (IDXX)	0.9	$9.4M	+6%	23k	419.95	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.9	$9.4M	+7%	389k	24.18	View chart
Advanced Micro Devices Stock (AMD)	0.9	$9.3M	+2%	91k	102.74	View chart
Mastercard Incorporated Cl A Stock (MA)	0.9	$9.3M	+8%	17k	548.12	View chart
Walmart Stock (WMT)	0.9	$9.1M	+10%	104k	87.79	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.8	$9.0M	+7%	355k	25.26	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.8	$8.9M	-4%	353k	25.15	View chart
Snowflake Inc Cl A Stock (SNOW)	0.8	$8.9M	+5%	61k	146.16	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.8	$8.8M	+6%	365k	24.21	View chart
Broadridge Finl Solutions Stock (BR)	0.8	$8.7M	+20%	36k	242.46	View chart
Digital Rlty Tr Reit (DLR)	0.8	$8.3M	+4%	58k	143.29	View chart
T-mobile Us Stock (TMUS)	0.8	$8.1M	+10%	30k	266.71	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.7	$8.0M	+5%	347k	23.13	View chart
Abbott Labs Stock (ABT)	0.7	$8.0M	+4%	60k	132.65	View chart
Union Pac Corp Stock (UNP)	0.7	$7.9M		34k	236.24	View chart
Chevron Corp Stock (CVX)	0.7	$7.8M	-2%	47k	167.29	View chart
Quanta Svcs Stock (PWR)	0.7	$7.6M	+216%	30k	254.18	View chart
Extreme Networks Stock (EXTR)	0.7	$7.5M		569k	13.23	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.7	$7.4M	+5%	57k	131.07	View chart
Toll Brothers Stock (TOL)	0.7	$7.3M	+45%	69k	105.59	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.7	$7.0M	+6%	322k	21.72	View chart
Blackrock Stock (BLK)	0.6	$6.9M	+30%	7.3k	946.46	View chart
Deere & Co Stock (DE)	0.6	$6.7M		14k	469.35	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.6	$6.6M	-27%	71k	93.45	View chart
Guidewire Software Stock (GWRE)	0.6	$6.6M		35k	187.36	View chart
Adobe Stock (ADBE)	0.6	$6.1M	-16%	16k	383.53	View chart
Cloudflare Inc Cl A Stock (NET)	0.5	$5.7M	+6%	51k	112.69	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.5	$5.4M		98k	54.72	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.5	$5.4M		215k	24.99	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.5	$5.4M	+108%	74k	72.20	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.5	$5.4M	+24%	37k	146.01	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.5	$5.3M		141k	37.86	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.5	$5.2M	-18%	124k	41.80	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.5	$5.1M	+2%	244k	20.75	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$3.9M	+10%	7.4k	532.58	View chart
Disney Walt Stock (DIS)	0.4	$3.8M	+2%	39k	98.70	View chart
Bank America Corp Stock (BAC)	0.4	$3.8M		90k	41.73	View chart
Dexcom Stock (DXCM)	0.4	$3.8M	-9%	55k	68.29	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$3.6M	+12%	17k	206.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.5M	-3%	6.2k	561.90	View chart
Conocophillips Stock (COP)	0.3	$3.3M	-2%	32k	105.02	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$3.1M	-3%	18k	173.23	View chart
Citigroup Stock (C)	0.3	$3.0M	NEW	43k	70.99	View chart
Ball Corp Stock (BALL)	0.3	$2.9M		56k	52.07	View chart
Corvel Corp Stock (CRVL)	0.3	$2.8M		25k	111.97	View chart
Broadcom Stock (AVGO)	0.3	$2.8M		17k	167.43	View chart
Nike Inc Cl B Stock (NKE)	0.3	$2.8M	-11%	44k	63.48	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$2.7M	-3%	24k	111.09	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.5M	-12%	43k	58.35	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.5M	+18%	24k	104.57	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.2M		18k	118.93	View chart
Crown Castle Reit (CCI)	0.2	$2.2M	-25%	21k	104.23	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.1M	-22%	11k	199.48	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.1M	+5%	4.5k	468.93	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$2.1M	-28%	16k	127.90	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$2.1M	+58%	4.0k	513.95	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$2.0M	-47%	4.0k	512.02	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.0M	-3%	2.4k	825.91	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$1.8M	+50%	37k	49.81	View chart
Pepsico Stock (PEP)	0.2	$1.8M	-11%	12k	149.94	View chart
Procept Biorobotics Corp Stock (PRCT)	0.2	$1.8M	-25%	31k	58.26	View chart
Starbucks Corp Stock (SBUX)	0.2	$1.8M	+7%	19k	98.09	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.2	$1.8M	+20%	60k	30.14	View chart
Doordash Inc Cl A Stock (DASH)	0.2	$1.7M	-17%	9.3k	182.77	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$1.7M	NEW	9.6k	175.77	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.5M	-13%	19k	81.73	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$1.4M	NEW	56k	25.56	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.1	$1.4M	-32%	6.7k	212.21	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.3M		5.7k	222.15	View chart
Comerica Stock (CMA)	0.1	$1.3M	NEW	21k	59.06	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.2M	-64%	2.8k	446.71	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.2M		3.4k	361.09	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M	+21%	5.2k	233.23	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.1	$1.2M	-27%	15k	81.10	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.2M		14k	85.07	View chart
American Express Stock (AXP)	0.1	$1.1M	-2%	4.2k	269.05	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.1M	-4%	2.1k	533.48	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.1M	-15%	25k	43.70	View chart
Micron Technology Stock (MU)	0.1	$1.1M	-4%	12k	86.89	View chart
Tesla Stock (TSLA)	0.1	$1.1M	-11%	4.1k	259.16	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M	-13%	6.4k	165.84	View chart
Millrose Pptys Inc Com Cl A reit	0.1	$1.1M	NEW	40k	26.51	View chart
Equinix Reit (EQIX)	0.1	$1.0M	-6%	1.2k	815.35	View chart
Cisco Sys Stock (CSCO)	0.1	$986k		16k	61.71	View chart
Agilent Technologies Stock (A)	0.1	$884k	-3%	7.6k	116.98	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$881k	+82%	45k	19.78	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$864k	-23%	8.2k	104.90	View chart
Target Corp Stock (TGT)	0.1	$828k	-27%	7.9k	104.36	View chart
Rtx Corporation Stock (RTX)	0.1	$825k	-3%	6.2k	132.46	View chart
Gilead Sciences Stock (GILD)	0.1	$810k		7.2k	112.05	View chart
Csx Corp Stock (CSX)	0.1	$810k		28k	29.43	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$788k	+8%	29k	27.57	View chart
Targa Res Corp Stock (TRGP)	0.1	$773k		3.9k	200.47	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$690k		7.1k	96.90	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$682k	-6%	24k	27.96	View chart
Ameriprise Finl Stock (AMP)	0.1	$680k		1.4k	484.11	View chart
Procter And Gamble Stock (PG)	0.1	$658k	-12%	3.9k	170.42	View chart
Vaneck Oil Services Etf Etf (OIH)	0.1	$647k	-25%	2.5k	262.12	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$631k	-2%	8.3k	75.65	View chart
Unitedhealth Group Stock (UNH)	0.1	$608k	-65%	1.2k	523.75	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$605k	-17%	2.7k	221.75	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$604k		7.7k	78.28	View chart
Keysight Technologies Stock (KEYS)	0.1	$576k		3.8k	149.77	View chart
Oracle Corp Stock (ORCL)	0.1	$549k		3.9k	139.81	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$540k		2.0k	274.84	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$532k		2.1k	258.62	View chart
Axon Enterprise Stock (AXON)	0.0	$529k		1.0k	525.95	View chart
Texas Instrs Stock (TXN)	0.0	$511k		2.8k	179.70	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$501k		9.8k	51.08	View chart
Merck & Co Stock (MRK)	0.0	$497k	-17%	5.5k	89.76	View chart
International Business Machs Stock (IBM)	0.0	$474k		1.9k	248.66	View chart
Trimble Stock (TRMB)	0.0	$473k		7.2k	65.65	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$467k	+20%	5.3k	88.99	View chart
Amgen Stock (AMGN)	0.0	$464k		1.5k	311.55	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$452k	+8%	4.8k	95.21	View chart
Intercontinental Exchange Stock (ICE)	0.0	$443k		2.6k	172.50	View chart
Fluor Corp Stock (FLR)	0.0	$430k	NEW	12k	35.82	View chart
Coca Cola Stock (KO)	0.0	$410k	+8%	5.7k	71.62	View chart
Royal Caribbean Group Stock (RCL)	0.0	$390k		1.9k	205.44	View chart
Mercadolibre Stock (MELI)	0.0	$390k		200.00	1950.87	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$384k	-26%	3.9k	97.91	View chart
Lam Research Corp Stock (LRCX)	0.0	$376k	-7%	5.2k	72.70	View chart
Goldman Sachs Group Stock (GS)	0.0	$375k	+26%	687.00	546.29	View chart
The Cigna Group Stock (CI)	0.0	$367k	-63%	1.1k	329.00	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$365k		1.2k	317.64	View chart
Ametek Stock (AME)	0.0	$354k		2.1k	172.14	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$351k		1.8k	193.99	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$344k		5.6k	60.99	View chart
Abbvie Stock (ABBV)	0.0	$338k		1.6k	209.52	View chart
HP Stock (HPQ)	0.0	$336k	-9%	12k	27.69	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$315k	-15%	3.8k	82.73	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$308k		1.3k	236.85	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$304k		9.1k	33.21	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$302k	-2%	3.7k	81.67	View chart
Truist Finl Corp Stock (TFC)	0.0	$294k	NEW	7.1k	41.15	View chart
Robert Half Stock (RHI)	0.0	$284k	-25%	5.2k	54.55	View chart
Trane Technologies Stock (TT)	0.0	$284k		843.00	336.92	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$280k		2.8k	98.92	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$278k		14k	20.00	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$269k		3.4k	80.11	View chart
Ge Aerospace Stock (GE)	0.0	$267k	-10%	1.3k	200.15	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$263k		15k	17.84	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$263k		9.2k	28.53	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$259k		7.6k	34.14	View chart
Eaton Corp Stock (ETN)	0.0	$257k	-14%	945.00	271.83	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$257k		6.8k	37.86	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$255k		940.00	270.78	View chart
Trip Com Group Ltd Ads Adr (TCOM)	0.0	$254k		4.0k	63.58	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$249k		2.3k	109.99	View chart
Enbridge Stock (ENB)	0.0	$247k		5.6k	44.31	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$243k		5.1k	47.48	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$241k	+30%	772.00	312.04	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$239k		2.9k	83.28	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$234k		4.5k	51.94	View chart
Bhp Group Adr (BHP)	0.0	$232k	-36%	4.8k	48.54	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$232k	-5%	4.6k	50.21	View chart
Autozone Stock (AZO)	0.0	$229k	NEW	60.00	3812.78	View chart
Qualcomm Stock (QCOM)	0.0	$229k		1.5k	153.61	View chart
Stanley Black & Decker Stock (SWK)	0.0	$222k	-20%	2.9k	76.88	View chart
Iqvia Hldgs Stock (IQV)	0.0	$221k	-12%	1.3k	176.30	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$207k	NEW	2.5k	84.40	View chart
Fedex Corp Stock (FDX)	0.0	$205k		842.00	243.78	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$192k		10k	18.59	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$190k	-9%	12k	15.43	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$181k		40k	4.53	View chart
Ford Mtr Stock (F)	0.0	$126k		13k	10.03	View chart

Past Filings by Lyell Wealth Management

SEC 13F filings are viewable for Lyell Wealth Management going back to 2016

Lyell Wealth Management 2025 Q1 filed May 8, 2025
Lyell Wealth Management 2024 Q4 filed Feb. 3, 2025
Lyell Wealth Management 2024 Q3 filed Oct. 23, 2024
Lyell Wealth Management 2024 Q2 filed Aug. 8, 2024
Lyell Wealth Management 2024 Q1 filed May 3, 2024
Lyell Wealth Management 2023 Q4 filed Feb. 2, 2024
Lyell Wealth Management 2023 Q3 filed Oct. 31, 2023
Lyell Wealth Management 2023 Q2 filed Aug. 4, 2023
Lyell Wealth Management 2023 Q1 filed May 3, 2023
Lyell Wealth Management 2022 Q4 filed Jan. 24, 2023
Lyell Wealth Management 2022 Q3 filed Oct. 24, 2022
Lyell Wealth Management 2022 Q2 filed July 28, 2022
Lyell Wealth Management 2022 Q1 filed May 4, 2022
Lyell Wealth Management 2021 Q4 filed Feb. 8, 2022
Lyell Wealth Management 2021 Q3 filed Nov. 10, 2021
Lyell Wealth Management 2021 Q2 filed Aug. 9, 2021

View all past filings

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