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 189 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.7 $23M -3% 179k 129.93
Microsoft Corp Stock (MSFT) 3.1 $20M 83k 239.82
Workday Inc Cl A Stock (WDAY) 2.3 $15M 88k 167.33
Thermo Fisher Scientific Stock (TMO) 2.2 $14M -4% 26k 550.69
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $14M 156k 88.23
Home Depot Stock (HD) 2.1 $13M 42k 315.86
Intuit Stock (INTU) 2.0 $13M -2% 33k 389.22
Nvidia Corporation Stock (NVDA) 2.0 $13M 86k 146.14
Costco Whsl Corp Stock (COST) 1.9 $12M 27k 456.50
Amazon Stock (AMZN) 1.9 $12M 142k 84.00
Jpmorgan Chase & Co Stock (JPM) 1.9 $12M 88k 134.10
Dexcom Stock (DXCM) 1.8 $11M -5% 100k 113.24
Honeywell Intl Stock (HON) 1.8 $11M 53k 214.30
Nike Inc Cl B Stock (NKE) 1.6 $10M 88k 117.01

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Extreme Networks Stock (EXTR) 1.6 $10M +3% 547k 18.31
Palo Alto Networks Stock (PANW) 1.6 $9.9M 71k 139.54
Servicenow Stock (NOW) 1.6 $9.8M 25k 388.27
Intuitive Surgical Stock (ISRG) 1.5 $9.7M 37k 265.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.5 $9.3M 105k 88.73
D R Horton Stock (DHI) 1.4 $9.0M -2% 101k 89.14
Energy Select Sector Spdr Fund Etf (XLE) 1.4 $8.8M +32% 101k 87.47
Visa Inc Com Cl A Stock (V) 1.3 $8.5M 41k 207.76
Asml Holding N V N Y Registry Adr (ASML) 1.3 $8.4M 15k 546.40
Salesforce Stock (CRM) 1.3 $8.4M 63k 132.59
Veeva Sys Inc Cl A Stock (VEEV) 1.3 $8.1M -3% 50k 161.38
Idexx Labs Stock (IDXX) 1.3 $8.1M 20k 407.96
Stryker Corporation Stock (SYK) 1.2 $7.8M 32k 244.49
Schlumberger Ltd Com Stk Stock (SLB) 1.2 $7.8M +21% 147k 53.46
Chevron Corp Stock (CVX) 1.2 $7.8M +40% 44k 179.49
Union Pac Corp Stock (UNP) 1.2 $7.7M -6% 37k 207.07
Adobe Systems Incorporated Stock (ADBE) 1.2 $7.5M -8% 22k 336.53
Zoetis Inc Cl A Stock (ZTS) 1.2 $7.4M 51k 146.55
Abbott Labs Stock (ABT) 1.2 $7.3M 67k 109.79
Northrop Grumman Corp Stock (NOC) 1.1 $7.2M +18% 13k 545.61
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 1.1 $7.2M +12% 293k 24.42
Caterpillar Stock (CAT) 1.1 $6.8M +39% 29k 239.56
Lockheed Martin Corp Stock (LMT) 1.0 $6.5M +13% 13k 486.49
Cadence Design System Stock (CDNS) 1.0 $6.4M -3% 40k 160.64
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 1.0 $6.2M +3% 247k 25.03
Lennar Corp Cl A Stock (LEN) 0.9 $5.8M +10% 65k 90.50
Amphenol Corp New Cl A Stock (APH) 0.9 $5.8M 76k 76.14
Target Corp Stock (TGT) 0.9 $5.7M -2% 38k 149.04
Industrial Select Sector Spdr Fund Etf (XLI) 0.9 $5.6M 58k 98.21
Starbucks Corp Stock (SBUX) 0.9 $5.6M 57k 99.20
Morgan Stanley Stock (MS) 0.9 $5.6M 66k 85.02
Meta Platforms Inc Cl A Stock (META) 0.9 $5.5M -9% 46k 120.34
Vaneck Semiconductor Etf Etf (SMH) 0.9 $5.4M 27k 202.94
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.8 $5.3M +21% 220k 24.32
Disney Walt Stock (DIS) 0.8 $5.1M -13% 59k 86.88
Spdr S&p 500 Etf Trust Etf (SPY) 0.7 $4.6M 12k 382.43
Pepsico Stock (PEP) 0.7 $4.5M 25k 180.66
Digital Rlty Tr Reit (DLR) 0.7 $4.5M -12% 45k 100.27
Bank America Corp Stock (BAC) 0.7 $4.5M 134k 33.12
Shopify Inc Cl A Stock (SHOP) 0.7 $4.4M -7% 126k 34.71
Deere & Co Stock (DE) 0.7 $4.2M +795% 9.8k 428.78
Blackrock Stock (BLK) 0.7 $4.2M 5.9k 708.58
Crown Castle Reit (CCI) 0.7 $4.1M -8% 31k 135.64
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $4.0M +14% 17k 241.89
Procept Biorobotics Corp Stock (PRCT) 0.6 $4.0M 96k 41.54
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $3.9M +108% 28k 141.25
Health Care Select Sector Spdr Fund Etf (XLV) 0.6 $3.8M +8% 28k 135.85
Taiwan Semiconductor Mfg Adr (TSM) 0.6 $3.8M 51k 74.49
Netflix Stock (NFLX) 0.6 $3.7M -3% 13k 294.88
Guidewire Software Stock (GWRE) 0.6 $3.7M -2% 59k 62.56
Conocophillips Stock (COP) 0.5 $3.4M +669% 29k 118.00
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.5 $3.4M +28% 145k 23.35
Advanced Micro Devices Stock (AMD) 0.5 $3.2M -11% 50k 64.77
Ishares Tips Bond Etf Etf (TIP) 0.5 $3.2M -42% 30k 106.44
Ishares Biotechnology Etf Etf (IBB) 0.5 $3.1M NEW 24k 131.29
Unitedhealth Group Stock (UNH) 0.5 $3.1M +573% 5.9k 530.18
Snowflake Inc Cl A Stock (SNOW) 0.5 $3.1M -8% 22k 143.54
The Trade Desk Inc Com Cl A Stock (TTD) 0.5 $3.0M 68k 44.83
Doordash Inc Cl A Stock (DASH) 0.5 $3.0M 61k 48.82
Cigna Corp Stock (CI) 0.4 $2.8M +289% 8.5k 331.34
Ishares Russell 2000 Etf Etf (IWM) 0.4 $2.8M 16k 174.36
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.4 $2.7M +37% 116k 23.37
Atlassian Corporation Cl A Stock (TEAM) 0.4 $2.7M -2% 21k 128.68
Mastercard Incorporated Cl A Stock (MA) 0.4 $2.5M +4% 7.2k 347.74
Ball Corp Stock (BALL) 0.4 $2.3M -14% 45k 51.14
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $2.2M 7.1k 308.90
Illumina Stock (ILMN) 0.3 $2.1M -17% 10k 202.20
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $2.0M 5.3k 384.21
Boeing Stock (BA) 0.3 $2.0M 11k 190.48
Spdr S&p Biotech Etf Etf (XBI) 0.3 $2.0M -37% 24k 83.00
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.3 $1.9M NEW 78k 24.29
Verizon Communications Stock (VZ) 0.3 $1.9M -45% 48k 39.40
Paypal Hldgs Stock (PYPL) 0.3 $1.8M -66% 26k 71.22
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.3 $1.8M NEW 81k 22.17
Docusign Stock (DOCU) 0.3 $1.7M -27% 31k 55.42
Corvel Corp Stock (CRVL) 0.3 $1.6M -8% 11k 145.33
Comcast Corp New Cl A Stock (CMCSA) 0.2 $1.5M -54% 42k 34.97
Cisco Sys Stock (CSCO) 0.2 $1.4M 30k 47.64
Spdr Gold Shares Etf (GLD) 0.2 $1.4M 8.1k 169.64
Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $1.4M -30% 20k 67.74
Activision Blizzard Stock (ATVI) 0.2 $1.4M 18k 76.55
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.3M 39k 34.20
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $1.2M -3% 2.7k 442.79
Agilent Technologies Stock (A) 0.2 $1.1M 7.6k 149.65
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.2 $1.1M -33% 12k 95.78
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $1.1M -3% 12k 94.64
Tesla Stock (TSLA) 0.2 $1.1M 8.6k 123.18
Lilly Eli & Co Stock (LLY) 0.2 $994k 2.7k 365.84
Broadcom Stock (AVGO) 0.2 $983k +19% 1.8k 559.13
Ishares Russell Midcap Etf Etf (IWR) 0.2 $952k -2% 14k 67.45
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $908k -4% 7.3k 124.44
Bristol-myers Squibb Stock (BMY) 0.1 $898k -7% 13k 71.95
Invesco Qqq Trust Etf (QQQ) 0.1 $889k +22% 3.3k 266.26
Amgen Stock (AMGN) 0.1 $884k 3.4k 262.64
Csx Corp Stock (CSX) 0.1 $861k 28k 30.98
Micron Technology Stock (MU) 0.1 $856k +9% 17k 49.98
Stanley Black & Decker Stock (SWK) 0.1 $853k -61% 11k 75.12
American Express Stock (AXP) 0.1 $849k 5.7k 147.75
Cloudflare Inc Cl A Stock (NET) 0.1 $842k -2% 19k 45.21
Johnson & Johnson Stock (JNJ) 0.1 $830k 4.7k 176.65
United Parcel Service Inc Cl B Stock (UPS) 0.1 $829k +3% 4.8k 173.84
Exxon Mobil Corp Stock (XOM) 0.1 $814k +7% 7.4k 110.30
Raytheon Technologies Corp Stock (RTX) 0.1 $796k -5% 7.9k 100.92
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $795k -2% 11k 74.55
Iqvia Hldgs Stock (IQV) 0.1 $789k 3.9k 204.89
Schwab Charles Corp Stock (SCHW) 0.1 $786k 9.4k 83.26
Newell Brands Stock (NWL) 0.1 $755k -59% 58k 13.08
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.1 $728k -25% 15k 49.11
Vanguard Small-cap Etf Etf (VB) 0.1 $704k -14% 3.8k 183.54
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $646k -9% 3.0k 214.24
Keysight Technologies Stock (KEYS) 0.1 $646k 3.8k 171.07
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $628k 14k 45.15
Gilead Sciences Stock (GILD) 0.1 $621k +3% 7.2k 85.85
Procter And Gamble Stock (PG) 0.1 $603k +7% 4.0k 151.54
Robert Half Intl Stock (RHI) 0.1 $601k 8.1k 73.83
Twilio Inc Cl A Stock (TWLO) 0.1 $587k -71% 12k 48.96
HP Stock (HPQ) 0.1 $580k 22k 26.87
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $558k NEW 9.1k 61.64
Pfizer Stock (PFE) 0.1 $521k +17% 10k 51.24
Vaneck Merk Gold Trust Etf (OUNZ) 0.1 $511k 29k 17.69
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $485k 6.4k 75.53
Fedex Corp Stock (FDX) 0.1 $483k 2.8k 173.20
Coca Cola Stock (KO) 0.1 $462k +3% 7.3k 63.61
Merck & Co Stock (MRK) 0.1 $456k +8% 4.1k 110.95
Ameriprise Finl Stock (AMP) 0.1 $442k 1.4k 311.37
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $440k 2.3k 191.19
Lowes Cos Stock (LOW) 0.1 $437k 2.2k 199.24
Block Inc Cl A Stock (SQ) 0.1 $433k -62% 6.9k 62.84
Sonos Stock (SONO) 0.1 $432k 26k 16.90
Vanguard Mid-cap Etf Etf (VO) 0.1 $417k 2.0k 203.81
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $410k -52% 4.2k 96.99
Qualcomm Stock (QCOM) 0.1 $399k 3.6k 109.94
Pioneer Nat Res Stock (PXD) 0.1 $392k -2% 1.7k 228.39
Sysco Corp Stock (SYY) 0.1 $382k 5.0k 76.45
Abbvie Stock (ABBV) 0.1 $381k +15% 2.4k 161.63
Trimble Stock (TRMB) 0.1 $374k 7.4k 50.56
Ishares National Muni Bond Etf Etf (MUB) 0.1 $368k 3.5k 105.52
Hewlett Packard Enterprise Stock (HPE) 0.1 $366k 23k 15.96
Wells Fargo Stock (WFC) 0.1 $363k -3% 8.8k 41.29
Te Connectivity Stock (TEL) 0.1 $356k 3.1k 114.80
Capital One Finl Corp Stock (COF) 0.1 $351k 3.8k 92.96
Svb Financial Group Stock (SIVB) 0.1 $349k 1.5k 230.14
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $339k +35% 5.1k 66.65
Lam Research Corp Stock (LRCX) 0.1 $339k NEW 806.00 420.12
Johnson Ctls Intl Stock (JCI) 0.1 $337k 5.3k 64.00
Astrazeneca Adr (AZN) 0.1 $319k 4.7k 67.80
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $315k 929.00 339.10
Texas Instrs Stock (TXN) 0.0 $302k +4% 1.8k 165.22
Toll Brothers Stock (TOL) 0.0 $295k 5.9k 49.92
Spdr S&p Homebuilders Etf Etf (XHB) 0.0 $294k NEW 4.9k 60.32
Targa Res Corp Stock (TRGP) 0.0 $289k 3.9k 73.50
Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $283k -19% 9.1k 31.00
Bny Mellon Us Small Cap Core Equity Etf Etf (BKSE) 0.0 $263k -16% 3.4k 77.57
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.0 $262k +2% 2.1k 123.15
Ford Mtr Co Del Stock (F) 0.0 $259k -3% 22k 11.63
Novartis Adr (NVS) 0.0 $254k 2.8k 90.72
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $254k 3.1k 81.17
Okta Inc Cl A Stock (OKTA) 0.0 $250k -3% 3.7k 68.33
Vanguard Growth Etf Etf (VUG) 0.0 $247k 1.2k 213.11
Nextera Energy Stock (NEE) 0.0 $245k NEW 2.9k 83.60
Ishares Select Dividend Etf Etf (DVY) 0.0 $245k 2.0k 120.60
Intel Corp Stock (INTC) 0.0 $240k -12% 9.1k 26.43
Bank New York Mellon Corp Stock (BK) 0.0 $233k NEW 5.1k 45.52
Metlife Stock (MET) 0.0 $232k NEW 3.2k 72.37
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $227k NEW 6.0k 37.90
Magna Intl Stock (MGA) 0.0 $225k NEW 4.0k 56.18
Illinois Tool Wks Stock (ITW) 0.0 $221k NEW 1.0k 220.36
Walmart Stock (WMT) 0.0 $217k NEW 1.5k 141.79
Apa Corporation Stock (APA) 0.0 $210k NEW 4.5k 46.68
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $164k 14k 11.76
Momentive Global Stock (MNTV) 0.0 $147k 21k 7.00
Westport Fuel Systems Stock (WPRT) 0.0 $50k 65k 0.77
Western Digital Corp. 1.5 02/01/2024 Convertible 0.0 $14k 15k 0.95
Minerva Surgical Stock (UTRS) 0.0 $13k 59k 0.22
Eastside Distilling Stock (EAST) 0.0 $5.0k 20k 0.25

Past Filings by Lyell Wealth Management

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

View all past filings