Lyell Wealth Management

Lyell Wealth Management as of Dec. 31, 2023

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