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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, WDAY, AMZN, and represent 16.82% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SNOW, AAPL, TTD, IBDX, IGV, IBDV, TMO, PANW, XLK, IBDS.
Started 22 new stock positions in IBM, NSC, GS, ICE, IBDX, MELI, SHY, GRAB, AESI, RCL. IEMG, ET, IBDW, SCHW, TT, ANSS, EWT, ETN, AME, AXON, QCOM, ACN.
Reduced shares in these 10 stocks: Ishares Tr ibnd dec23 etf, DXCM, NVDA, DE, INTU, EFA, IJH, TGT, APH, ABT.
Sold out of its positions in Activision Blizzard, BKSE, Etf Managers Tr purefunds ise mo, EPD, ILMN, Ishares Tr ibnd dec23 etf.
Lyell Wealth Management was a net buyer of stock by $30M.
Lyell Wealth Management has $880M in assets under management (AUM), dropping by 18.29%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 195 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	4.2	$37M	-2%	75k	495.22	View chart
Apple Stock (AAPL)	3.9	$34M	+7%	178k	192.53	View chart
Microsoft Corp Stock (MSFT)	3.3	$29M	+2%	76k	376.04	View chart
Workday Inc Cl A Stock (WDAY)	2.8	$25M		91k	276.06	View chart
Amazon Stock (AMZN)	2.6	$23M		151k	151.94	View chart
Palo Alto Networks Stock (PANW)	2.4	$21M	+6%	72k	294.88	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.2	$19M		139k	139.69	View chart
Intuit Stock (INTU)	2.1	$19M	-3%	30k	625.03	View chart
Costco Whsl Corp Stock (COST)	2.0	$18M		27k	660.08	View chart
Servicenow Stock (NOW)	2.0	$17M	-2%	25k	706.49	View chart
Salesforce Stock (CRM)	1.8	$16M		61k	263.14	View chart
Meta Platforms Inc Cl A Stock (META)	1.8	$16M		45k	353.96	View chart
D R Horton Stock (DHI)	1.8	$16M		102k	151.98	View chart
Thermo Fisher Scientific Stock (TMO)	1.7	$15M	+10%	28k	530.79	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$15M		87k	170.10	View chart
Home Depot Stock (HD)	1.7	$15M	+4%	42k	346.55	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.4	$13M	+3%	17k	756.92	View chart
Adobe Stock (ADBE)	1.4	$12M		20k	596.60	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$12M	+3%	84k	140.93	View chart
Intuitive Surgical Stock (ISRG)	1.3	$11M		34k	337.36	View chart
Visa Inc Com Cl A Stock (V)	1.3	$11M	+3%	43k	260.35	View chart
Advanced Micro Devices Stock (AMD)	1.3	$11M	+2%	76k	147.41	View chart
Idexx Labs Stock (IDXX)	1.3	$11M	+2%	20k	555.05	View chart
Zoetis Inc Cl A Stock (ZTS)	1.3	$11M	+3%	56k	197.37	View chart
Veeva Sys Inc Cl A Stock (VEEV)	1.2	$11M	+8%	57k	192.52	View chart
Cadence Design System Stock (CDNS)	1.2	$11M		40k	272.37	View chart
Lennar Corp Cl A Stock (LEN)	1.2	$11M	+2%	72k	149.04	View chart
Honeywell Intl Stock (HON)	1.2	$11M		50k	209.71	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.2	$10M	+6%	58k	174.87	View chart
Caterpillar Stock (CAT)	1.2	$10M	+3%	35k	295.67	View chart
Shopify Inc Cl A Stock (SHOP)	1.1	$9.9M		127k	77.90	View chart
Extreme Networks Stock (EXTR)	1.1	$9.8M	+2%	556k	17.64	View chart
Snowflake Inc Cl A Stock (SNOW)	1.1	$9.7M	+68%	49k	199.00	View chart
Stryker Corporation Stock (SYK)	1.1	$9.6M	+2%	32k	299.46	View chart
Nike Inc Cl B Stock (NKE)	1.1	$9.5M		88k	108.57	View chart
Schlumberger Ltd Com Stk Stock (SLB)	1.0	$9.1M	+4%	174k	52.04	View chart
Dexcom Stock (DXCM)	1.0	$8.7M	-17%	70k	124.09	View chart
Union Pac Corp Stock (UNP)	1.0	$8.5M	+13%	35k	245.62	View chart
Energy Select Sector Spdr Fund Etf (XLE)	1.0	$8.4M	-3%	101k	83.84	View chart
Chevron Corp Stock (CVX)	0.9	$7.8M		52k	149.16	View chart
Amphenol Corp New Cl A Stock (APH)	0.9	$7.8M	-6%	79k	99.13	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.8	$7.4M	+13%	298k	24.76	View chart
Morgan Stanley Stock (MS)	0.8	$7.4M	+7%	79k	93.25	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.8	$7.2M	+46%	100k	71.96	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.8	$7.0M	-4%	282k	24.91	View chart
Spdr Gold Shares Etf (GLD)	0.8	$6.8M	-3%	36k	191.17	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.8	$6.7M	+12%	14k	475.30	View chart
Digital Rlty Tr Reit (DLR)	0.7	$6.5M	+12%	48k	134.58	View chart
Northrop Grumman Corp Stock (NOC)	0.7	$6.4M	-2%	14k	468.14	View chart
Lockheed Martin Corp Stock (LMT)	0.7	$6.1M	-6%	14k	453.24	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.7	$6.1M		54k	113.99	View chart
Guidewire Software Stock (GWRE)	0.7	$6.1M	-4%	56k	109.04	View chart
Abbott Labs Stock (ABT)	0.7	$6.1M	-7%	55k	110.07	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.7	$6.0M	+13%	252k	23.90	View chart
Conocophillips Stock (COP)	0.6	$5.7M	+2%	49k	116.07	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.6	$5.6M	-6%	54k	104.00	View chart
Starbucks Corp Stock (SBUX)	0.6	$5.5M	+2%	58k	96.01	View chart
Netflix Stock (NFLX)	0.6	$5.4M		11k	486.88	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.6	$5.3M	+4%	124k	42.57	View chart
Target Corp Stock (TGT)	0.6	$5.2M	-10%	37k	142.42	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.6	$5.2M	+28%	216k	23.93	View chart
Deere & Co Stock (DE)	0.6	$5.2M	-13%	13k	399.87	View chart
Pepsico Stock (PEP)	0.6	$5.1M	+6%	30k	169.84	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$4.8M	+19%	11k	426.51	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.5	$4.7M	+6%	20k	237.86	View chart
Blackrock Stock (BLK)	0.5	$4.4M		5.4k	811.84	View chart
Disney Walt Stock (DIS)	0.5	$4.1M	-9%	46k	90.29	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.5	$4.1M	+9%	180k	23.07	View chart
Bhp Group Adr (BHP)	0.5	$4.1M	+6%	60k	68.31	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.5	$4.0M	+24%	159k	25.09	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.4	$3.7M	+79%	173k	21.64	View chart
Doordash Inc Cl A Stock (DASH)	0.4	$3.7M	+4%	37k	98.89	View chart
Crown Castle Reit (CCI)	0.4	$3.7M	+18%	32k	115.19	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$3.6M		23k	157.80	View chart
Bank America Corp Stock (BAC)	0.4	$3.6M	+4%	108k	33.67	View chart
Procept Biorobotics Corp Stock (PRCT)	0.4	$3.5M	-12%	84k	41.91	View chart
Equinix Reit (EQIX)	0.4	$3.4M	+23%	4.2k	805.39	View chart
Unitedhealth Group Stock (UNH)	0.4	$3.3M	+7%	6.4k	526.47	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$3.0M	-6%	22k	136.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$2.9M	-17%	11k	277.15	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$2.9M	-19%	39k	75.35	View chart
The Cigna Group Stock (CI)	0.3	$2.9M		9.6k	299.45	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$2.8M	+2%	14k	200.71	View chart
Ishares Biotechnology Etf Etf (IBB)	0.3	$2.8M	-6%	21k	135.85	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$2.6M	-8%	5.4k	477.63	View chart
Cloudflare Inc Cl A Stock (NET)	0.3	$2.6M	+8%	31k	83.26	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$2.4M	-10%	23k	107.49	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$2.4M	+103%	12k	192.48	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$2.3M	+4%	6.5k	356.66	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.3	$2.3M	-17%	58k	40.21	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.3	$2.3M	NEW	90k	25.23	View chart
Corvel Corp Stock (CRVL)	0.3	$2.2M	-8%	9.0k	247.21	View chart
Ball Corp Stock (BALL)	0.2	$2.2M	-4%	37k	57.52	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$2.1M	+644%	5.1k	405.64	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$1.9M	-3%	21k	89.29	View chart
Tesla Stock (TSLA)	0.2	$1.8M		7.4k	248.48	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.8M	+12%	4.5k	409.52	View chart
Broadcom Stock (AVGO)	0.2	$1.8M	+3%	1.6k	1116.25	View chart
Boeing Stock (BA)	0.2	$1.7M	-11%	6.3k	260.66	View chart
Vaneck Oil Services Etf Etf (OIH)	0.2	$1.7M	+66%	5.3k	309.52	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.4M		2.4k	582.92	View chart
Generac Hldgs Stock (GNRC)	0.1	$1.3M	-11%	10k	129.24	View chart
Cisco Sys Stock (CSCO)	0.1	$1.3M	+4%	26k	50.52	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.2M	+47%	16k	77.73	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.2M	+64%	12k	99.98	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.2M	+218%	6.5k	186.55	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.2M	-3%	2.4k	507.38	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.2M	+68%	7.6k	156.74	View chart
Docusign Stock (DOCU)	0.1	$1.1M	-10%	19k	59.45	View chart
Micron Technology Stock (MU)	0.1	$1.1M		13k	85.34	View chart
Agilent Technologies Stock (A)	0.1	$1.1M	+3%	7.8k	139.03	View chart
Lowes Cos Stock (LOW)	0.1	$1.0M	+107%	4.5k	222.55	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$970k		3.2k	303.17	View chart
Csx Corp Stock (CSX)	0.1	$948k		27k	34.67	View chart
Amgen Stock (AMGN)	0.1	$823k		2.9k	288.02	View chart
American Express Stock (AXP)	0.1	$788k		4.2k	187.34	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$756k	+2%	7.0k	108.25	View chart
Merck & Co Stock (MRK)	0.1	$698k	+209%	6.4k	109.02	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.1	$684k	-2%	9.5k	71.91	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$666k	-10%	12k	56.40	View chart
Procter And Gamble Stock (PG)	0.1	$657k	+67%	4.5k	146.54	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$633k	-8%	3.0k	213.33	View chart
Keysight Technologies Stock (KEYS)	0.1	$624k	+3%	3.9k	159.09	View chart
Toll Brothers Stock (TOL)	0.1	$622k		6.1k	102.79	View chart
Robert Half Stock (RHI)	0.1	$611k		7.0k	87.92	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$599k	+17%	16k	37.60	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$597k	+33%	6.2k	95.66	View chart
Gilead Sciences Stock (GILD)	0.1	$587k		7.2k	81.01	View chart
Vaneck Merk Gold Trust Etf (OUNZ)	0.1	$577k		29k	19.96	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$574k	+24%	7.5k	76.13	View chart
Rtx Corporation Stock (RTX)	0.1	$572k	+4%	6.8k	84.14	View chart
Ameriprise Finl Stock (AMP)	0.1	$533k		1.4k	379.83	View chart
Stanley Black & Decker Stock (SWK)	0.1	$532k	-8%	5.4k	98.10	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$531k	NEW	7.7k	68.80	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$505k	+66%	6.7k	75.87	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$503k	-3%	9.8k	51.26	View chart
Texas Instrs Stock (TXN)	0.1	$490k	+61%	2.9k	170.46	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$488k	-4%	2.1k	232.64	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$472k	+107%	6.7k	70.35	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$469k		2.0k	237.22	View chart
Oracle Corp Stock (ORCL)	0.1	$464k	+70%	4.4k	105.42	View chart
HP Stock (HPQ)	0.0	$404k	+10%	13k	30.09	View chart
Lam Research Corp Stock (LRCX)	0.0	$400k		510.00	783.26	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$386k	-6%	7.5k	51.31	View chart
Trimble Stock (TRMB)	0.0	$383k	-2%	7.2k	53.20	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$378k		3.5k	108.41	View chart
Iqvia Hldgs Stock (IQV)	0.0	$377k		1.6k	231.38	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$370k		4.7k	79.22	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$366k	-15%	5.1k	72.03	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$361k		1.2k	310.88	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$356k		2.3k	157.23	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$355k	+6%	3.5k	101.73	View chart
Intercontinental Exchange Stock (ICE)	0.0	$352k	NEW	2.7k	128.43	View chart
Pioneer Nat Res Stock (PXD)	0.0	$348k		1.5k	224.88	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$345k	-50%	3.6k	96.39	View chart
Targa Res Corp Stock (TRGP)	0.0	$341k		3.9k	86.87	View chart
Ametek Stock (AME)	0.0	$339k	NEW	2.1k	164.89	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$323k		9.1k	35.25	View chart
Mercadolibre Stock (MELI)	0.0	$314k	NEW	200.00	1571.54	View chart
International Business Machs Stock (IBM)	0.0	$312k	NEW	1.9k	163.55	View chart
Coca Cola Stock (KO)	0.0	$311k		5.3k	58.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$309k		7.0k	43.85	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$307k	NEW	1.3k	236.38	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$300k	-6%	3.0k	99.25	View chart
Novo-nordisk A S Adr (NVO)	0.0	$285k	+7%	2.8k	103.45	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$284k	NEW	3.5k	82.04	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$267k	-3%	2.3k	114.04	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.0	$264k	NEW	13k	20.77	View chart
Illinois Tool Wks Stock (ITW)	0.0	$264k		1.0k	262.01	View chart
Axon Enterprise Stock (AXON)	0.0	$258k	NEW	1.0k	258.33	View chart
Eaton Corp Stock (ETN)	0.0	$257k	NEW	1.1k	240.82	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$254k	NEW	15k	17.22	View chart
Walmart Stock (WMT)	0.0	$246k	+2%	1.6k	157.65	View chart
Royal Caribbean Group Stock (RCL)	0.0	$246k	NEW	1.9k	129.49	View chart
Abbvie Stock (ABBV)	0.0	$245k	-4%	1.6k	154.97	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$237k	-8%	6.8k	34.77	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$236k	NEW	5.1k	46.03	View chart
Terex Corp Stock (TEX)	0.0	$230k		4.0k	57.46	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$228k	+10%	13k	16.98	View chart
Pfizer Stock (PFE)	0.0	$226k		7.9k	28.79	View chart
Verizon Communications Stock (VZ)	0.0	$225k	-6%	6.0k	37.70	View chart
Fedex Corp Stock (FDX)	0.0	$221k	-2%	872.00	252.97	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$211k		2.0k	105.43	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$211k	NEW	4.2k	50.58	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$211k		14k	15.15	View chart
Goldman Sachs Group Stock (GS)	0.0	$209k	NEW	541.00	385.77	View chart
Ansys Stock (ANSS)	0.0	$209k	NEW	575.00	362.88	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$208k	-29%	1.4k	143.64	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$207k	NEW	590.00	350.91	View chart
Trane Technologies Stock (TT)	0.0	$206k	NEW	843.00	243.90	View chart
Qualcomm Stock (QCOM)	0.0	$205k	NEW	1.4k	144.63	View chart
Ford Mtr Co Del Stock (F)	0.0	$180k	-31%	15k	12.19	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$144k	NEW	10k	13.80	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$101k	NEW	30k	3.37	View chart
Western Digital Corp. 1.5 02/01/2024 Convertible	0.0	$15k		15k	0.99	View chart

Past Filings by Lyell Wealth Management

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

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
Lyell Wealth Management 2021 Q1 filed May 7, 2021
Lyell Wealth Management 2020 Q4 filed Feb. 4, 2021
Lyell Wealth Management 2020 Q3 filed Nov. 4, 2020
Lyell Wealth Management 2020 Q2 filed July 30, 2020
Lyell Wealth Management 2020 Q1 filed May 11, 2020

View all past filings

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