Lyell Wealth Management

Lyell Wealth Management as of March 31, 2025

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