Lyell Wealth Management

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

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Positions held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 200 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Stock (NVDA) 7.4 $82M -2% 611k 134.29
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Apple Stock (AAPL) 4.2 $46M 185k 250.42
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Amazon Stock (AMZN) 3.2 $36M 162k 219.39
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Microsoft Corp Stock (MSFT) 3.0 $33M 79k 421.50
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Meta Platforms Inc Cl A Stock (META) 2.6 $29M 50k 585.51
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Palo Alto Networks Stock (PANW) 2.6 $29M +100% 158k 181.96
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Servicenow Stock (NOW) 2.5 $28M 26k 1060.12
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.4 $26M 139k 189.30
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Costco Whsl Corp Stock (COST) 2.2 $25M 27k 916.28
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Workday Inc Cl A Stock (WDAY) 2.1 $24M 92k 258.03
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Jpmorgan Chase & Co Stock (JPM) 1.9 $22M 90k 239.71
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Salesforce Stock (CRM) 1.9 $22M 64k 334.33
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Intuit Stock (INTU) 1.8 $20M 31k 628.50
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Intuitive Surgical Stock (ISRG) 1.6 $18M 34k 521.96
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Home Depot Stock (HD) 1.5 $17M 44k 388.99
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Shopify Inc Cl A Stock (SHOP) 1.5 $17M 158k 106.33
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.4 $16M -17% 84k 190.44
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Thermo Fisher Scientific Stock (TMO) 1.4 $16M 30k 520.23
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Visa Inc Com Cl A Stock (V) 1.4 $15M 48k 316.04
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D R Horton Stock (DHI) 1.4 $15M 109k 139.82
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Vaneck Semiconductor Etf Etf (SMH) 1.4 $15M +3% 63k 242.17
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Cadence Design System Stock (CDNS) 1.2 $14M 45k 300.46
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Asml Holding N V N Y Registry Adr (ASML) 1.2 $13M +5% 19k 693.08
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Netflix Stock (NFLX) 1.2 $13M 15k 891.32
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Caterpillar Stock (CAT) 1.2 $13M 35k 362.76
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Taiwan Semiconductor Mfg Adr (TSM) 1.1 $12M +2% 62k 197.49
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Stryker Corporation Stock (SYK) 1.1 $12M 34k 360.05
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Morgan Stanley Stock (MS) 1.1 $12M 96k 125.72
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Spdr S&p 500 Etf Trust Etf (SPY) 1.1 $12M 21k 586.07
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Amphenol Corp New Cl A Stock (APH) 1.0 $12M 168k 69.45
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Honeywell Intl Stock (HON) 1.0 $12M +2% 51k 225.89
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The Trade Desk Inc Com Cl A Stock (TTD) 1.0 $12M +24% 98k 117.53
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Lennar Corp Cl A Stock (LEN) 1.0 $11M +5% 83k 136.37
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Veeva Sys Inc Cl A Stock (VEEV) 1.0 $11M 54k 210.25
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Zoetis Inc Cl A Stock (ZTS) 1.0 $11M 67k 162.93
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Advanced Micro Devices Stock (AMD) 1.0 $11M 88k 120.79
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Uber Technologies Stock (UBER) 0.9 $9.8M +19% 163k 60.32
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Digital Rlty Tr Reit (DLR) 0.9 $9.8M 56k 177.33
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Spdr Gold Shares Etf (GLD) 0.9 $9.5M +9% 39k 242.13
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Extreme Networks Stock (EXTR) 0.9 $9.5M +2% 569k 16.74
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Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.8 $9.3M +11% 371k 25.05
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Snowflake Inc Cl A Stock (SNOW) 0.8 $8.9M 58k 154.41
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Idexx Labs Stock (IDXX) 0.8 $8.7M 21k 413.44
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Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.8 $8.7M +5% 364k 23.96
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Walmart Stock (WMT) 0.8 $8.5M +13% 94k 90.35
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Energy Select Sector Spdr Fund Etf (XLE) 0.7 $8.4M -5% 98k 85.66
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Adobe Stock (ADBE) 0.7 $8.4M -2% 19k 444.68
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Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.7 $8.2M +7% 331k 24.90
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Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.7 $8.2M +4% 341k 24.07
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Mastercard Incorporated Cl A Stock (MA) 0.7 $8.2M +3% 16k 526.57
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Union Pac Corp Stock (UNP) 0.7 $7.8M 34k 228.04
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Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.7 $7.5M +7% 328k 22.80
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Industrial Select Sector Spdr Fund Etf (XLI) 0.6 $7.1M 54k 131.76
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Chevron Corp Stock (CVX) 0.6 $6.9M -8% 48k 144.84
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Broadridge Finl Solutions Stock (BR) 0.6 $6.8M +52% 30k 226.09
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Abbott Labs Stock (ABT) 0.6 $6.5M 57k 113.11
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Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.6 $6.5M +12% 303k 21.36
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T-mobile Us Stock (TMUS) 0.5 $6.1M +2% 28k 220.73
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Deere & Co Stock (DE) 0.5 $6.0M 14k 423.70
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Toll Brothers Stock (TOL) 0.5 $6.0M +682% 47k 125.95
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Guidewire Software Stock (GWRE) 0.5 $5.9M -22% 35k 168.58
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Schlumberger Ltd Com Stk Stock (SLB) 0.5 $5.9M -28% 153k 38.34
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Blackrock Stock (BLK) 0.5 $5.7M 5.6k 1025.06
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Freeport-mcmoran Inc Cl B Stock (FCX) 0.5 $5.4M -5% 141k 38.08
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Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.5 $5.3M +8% 214k 24.58
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Cloudflare Inc Cl A Stock (NET) 0.5 $5.1M +18% 48k 107.68
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Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.4 $4.8M +42% 237k 20.35
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Dexcom Stock (DXCM) 0.4 $4.7M -6% 61k 77.77
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Disney Walt Stock (DIS) 0.4 $4.2M -10% 38k 111.35
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Health Care Select Sector Spdr Fund Etf (XLV) 0.4 $4.1M -7% 30k 137.57
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Vertiv Holdings Co Com Cl A Stock (VRT) 0.4 $4.1M +133% 36k 113.61
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Bank America Corp Stock (BAC) 0.4 $4.0M 91k 43.95
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Broadcom Stock (AVGO) 0.3 $3.9M 17k 231.84
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Lockheed Martin Corp Stock (LMT) 0.3 $3.8M -18% 7.8k 485.94
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Ishares Core S&p 500 Etf Etf (IVV) 0.3 $3.7M 6.4k 588.68
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Nike Inc Cl B Stock (NKE) 0.3 $3.7M -13% 49k 75.67
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Technology Select Sector Spdr Fund Etf (XLK) 0.3 $3.6M +11% 15k 232.52
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Northrop Grumman Corp Stock (NOC) 0.3 $3.6M -20% 7.6k 469.29
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Procept Biorobotics Corp Stock (PRCT) 0.3 $3.4M -15% 42k 80.52
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $3.3M -3% 19k 175.23
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Conocophillips Stock (COP) 0.3 $3.2M -31% 32k 99.17
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Ball Corp Stock (BALL) 0.3 $3.1M 56k 55.13
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Ishares Russell 2000 Etf Etf (IWM) 0.3 $3.1M -23% 14k 220.95
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $3.0M 49k 62.31
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $3.0M +2% 6.7k 453.28
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Ishares Biotechnology Etf Etf (IBB) 0.3 $3.0M +2% 23k 132.21
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Quanta Svcs Stock (PWR) 0.3 $3.0M NEW 9.5k 316.05
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Corvel Corp Stock (CRVL) 0.3 $2.8M +183% 25k 111.26
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Ishares Tips Bond Etf Etf (TIP) 0.2 $2.7M -4% 25k 106.55
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Crown Castle Reit (CCI) 0.2 $2.5M -31% 28k 90.76
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Atlassian Corporation Cl A Stock (TEAM) 0.2 $2.4M -21% 10k 243.38
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $2.3M +175% 20k 115.22
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Invesco Qqq Trust Series I Etf (QQQ) 0.2 $2.2M -4% 4.2k 511.24
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Pepsico Stock (PEP) 0.2 $2.1M -54% 14k 152.06
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Exxon Mobil Corp Stock (XOM) 0.2 $2.0M +11% 19k 107.57
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Eli Lilly & Co Stock (LLY) 0.2 $2.0M +2% 2.5k 772.00
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Doordash Inc Cl A Stock (DASH) 0.2 $1.9M 11k 167.75
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Tesla Stock (TSLA) 0.2 $1.9M -18% 4.6k 403.84
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Spdr S&p Biotech Etf Etf (XBI) 0.2 $1.8M -4% 20k 90.06
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Reddit Inc Cl A Stock (RDDT) 0.2 $1.8M +37% 11k 163.44
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Unitedhealth Group Stock (UNH) 0.2 $1.7M -59% 3.4k 505.86
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.6M -24% 22k 75.61
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Starbucks Corp Stock (SBUX) 0.1 $1.6M -8% 17k 91.25
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Target Corp Stock (TGT) 0.1 $1.5M -68% 11k 135.18
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Vanguard S&p 500 Etf Etf (VOO) 0.1 $1.4M -17% 2.6k 538.84
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.4M +15% 3.4k 401.58
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First Trust Dow Jones Internet Index Fund Etf (FDN) 0.1 $1.4M 5.6k 243.17
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American Express Stock (AXP) 0.1 $1.3M +2% 4.3k 296.79
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $1.3M +4% 2.2k 569.58
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Vaneck Merk Gold Etf Etf (OUNZ) 0.1 $1.3M 50k 25.30
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Equinix Reit (EQIX) 0.1 $1.2M 1.3k 942.89
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $1.2M -13% 29k 41.82
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $1.2M -4% 14k 88.40
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Financial Select Sector Spdr Fund Etf (XLF) 0.1 $1.2M +15% 25k 48.33
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Micron Technology Stock (MU) 0.1 $1.1M 13k 84.16
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Johnson & Johnson Stock (JNJ) 0.1 $1.1M 7.4k 144.62
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Lowes Cos Stock (LOW) 0.1 $1.1M 4.3k 246.80
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Agilent Technologies Stock (A) 0.1 $1.1M 7.8k 134.34
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Cisco Sys Stock (CSCO) 0.1 $964k 16k 59.20
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Vaneck Oil Services Etf Etf (OIH) 0.1 $899k -53% 3.3k 271.23
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Csx Corp Stock (CSX) 0.1 $888k 28k 32.27
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The Cigna Group Stock (CI) 0.1 $833k -73% 3.0k 276.14
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Vanguard Small-cap Etf Etf (VB) 0.1 $797k -8% 3.3k 240.28
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Rtx Corporation Stock (RTX) 0.1 $748k -2% 6.5k 115.72
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Ameriprise Finl Stock (AMP) 0.1 $748k 1.4k 532.43
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Procter And Gamble Stock (PG) 0.1 $744k 4.4k 167.65
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Spdr S&p Homebuilders Etf Etf (XHB) 0.1 $732k 7.0k 104.50
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $711k +173% 26k 27.32
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $699k 26k 26.63
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Targa Res Corp Stock (TRGP) 0.1 $688k 3.9k 178.50
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Merck & Co Stock (MRK) 0.1 $668k +2% 6.7k 99.48
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Gilead Sciences Stock (GILD) 0.1 $668k 7.2k 92.37
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Oracle Corp Stock (ORCL) 0.1 $654k 3.9k 166.63
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Keysight Technologies Stock (KEYS) 0.1 $630k -2% 3.9k 160.63
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $600k 8.5k 70.28
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Axon Enterprise Stock (AXON) 0.1 $597k 1.0k 594.32
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Twilio Inc Cl A Stock (TWLO) 0.1 $577k -8% 5.3k 108.08
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Schwab Charles Corp Stock (SCHW) 0.1 $571k 7.7k 74.01
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $569k 2.0k 289.81
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Vanguard Mid-cap Etf Etf (VO) 0.0 $543k 2.1k 264.13
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Texas Instrs Stock (TXN) 0.0 $534k 2.8k 187.51
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Trimble Stock (TRMB) 0.0 $509k 7.2k 70.66
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Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $494k 9.8k 50.28
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Robert Half Stock (RHI) 0.0 $490k 7.0k 70.46
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Ishares U.s. Home Construction Etf Etf (ITB) 0.0 $453k +41% 4.4k 103.39
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Schwab International Equity Etf Etf (SCHF) 0.0 $452k +100% 24k 18.50
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Royal Caribbean Group Stock (RCL) 0.0 $438k -8% 1.9k 230.69
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HP Stock (HPQ) 0.0 $438k 13k 32.63
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Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $437k +13% 4.4k 100.12
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International Business Machs Stock (IBM) 0.0 $419k 1.9k 219.83
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Lam Research Corp Stock (LRCX) 0.0 $405k +900% 5.6k 72.23
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Amgen Stock (AMGN) 0.0 $392k 1.5k 260.64
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Ishares Russell 3000 Etf Etf (IWV) 0.0 $384k 1.2k 334.25
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Intercontinental Exchange Stock (ICE) 0.0 $382k 2.6k 149.01
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Ametek Stock (AME) 0.0 $370k 2.1k 180.26
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Bhp Group Adr (BHP) 0.0 $368k -64% 7.5k 48.83
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $368k -3% 4.5k 81.98
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Eaton Corp Stock (ETN) 0.0 $367k 1.1k 331.87
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $355k +3% 1.8k 195.83
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Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $340k 9.1k 37.20
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Mercadolibre Stock (MELI) 0.0 $340k 200.00 1700.44
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Coca Cola Stock (KO) 0.0 $328k 5.3k 62.26
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Atlas Energy Solutions Stock (AESI) 0.0 $328k 15k 22.18
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Bristol-myers Squibb Stock (BMY) 0.0 $319k 5.6k 56.56
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Trane Technologies Stock (TT) 0.0 $317k 858.00 369.35
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Norfolk Southn Corp Stock (NSC) 0.0 $310k 1.3k 234.70
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Goldman Sachs Group Stock (GS) 0.0 $310k 541.00 572.62
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $298k -23% 3.8k 78.61
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Stanley Black & Decker Stock (SWK) 0.0 $293k -12% 3.7k 80.29
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Chipotle Mexican Grill Stock (CMG) 0.0 $293k 4.9k 60.30
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Hewlett Packard Enterprise Stock (HPE) 0.0 $290k -2% 14k 21.35
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Abbvie Stock (ABBV) 0.0 $287k -3% 1.6k 177.70
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United Parcel Service Inc Cl B Stock (UPS) 0.0 $285k 2.3k 126.10
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Coherent Corp Stock (COHR) 0.0 $284k 3.0k 94.73
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Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.0 $282k 6.8k 41.61
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Iqvia Hldgs Stock (IQV) 0.0 $281k -12% 1.4k 196.51
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $275k -5% 2.8k 96.90
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Trip Com Group Ltd Ads Adr (TCOM) 0.0 $275k 4.0k 68.66
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Ishares S&p 100 Etf Etf (OEF) 0.0 $272k 940.00 288.79
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Johnson Ctls Intl Stock (JCI) 0.0 $265k NEW 3.4k 78.93
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Ishares Msci Taiwan Etf Etf (EWT) 0.0 $265k 5.1k 51.76
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $261k 2.9k 90.93
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Illinois Tool Wks Stock (ITW) 0.0 $254k +4% 1.0k 253.63
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Kinder Morgan Inc Del Stock (KMI) 0.0 $252k 9.2k 27.40
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Ge Aerospace Stock (GE) 0.0 $248k 1.5k 166.79
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Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $244k NEW 1.3k 185.13
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Enterprise Prods Partners Stock (EPD) 0.0 $238k 7.6k 31.36
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Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $237k 14k 17.08
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Novo-nordisk A S Adr (NVO) 0.0 $237k 2.8k 86.02
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Fedex Corp Stock (FDX) 0.0 $237k 842.00 281.33
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Enbridge Stock (ENB) 0.0 $237k 5.6k 42.43
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Qualcomm Stock (QCOM) 0.0 $229k 1.5k 153.62
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Arista Networks Stock 0.0 $225k NEW 2.0k 110.53
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Alerian Mlp Etf Etf (AMLP) 0.0 $217k 4.5k 48.16
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Vanguard Growth Etf Etf (VUG) 0.0 $216k -55% 526.00 410.59
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Illumina Stock (ILMN) 0.0 $215k 1.6k 133.63
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $208k 590.00 351.79
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $203k 10k 19.59
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Grab Holdings Limited Class A Ord Stock (GRAB) 0.0 $189k 40k 4.72
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Ford Mtr Stock (F) 0.0 $125k -15% 13k 9.90
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Past Filings by Lyell Wealth Management

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

View all past filings