Lyell Wealth Management

Lyell Wealth Management as of June 30, 2025

Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 219 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Stock (NVDA) 7.4 $94M 594k 157.99
Microsoft Corp Stock (MSFT) 3.5 $45M 90k 497.41
Meta Platforms Inc Cl A Stock (META) 3.0 $38M 52k 738.09
Apple Stock (AAPL) 3.0 $38M 184k 205.17
Amazon Stock (AMZN) 2.9 $37M 169k 219.39
Palo Alto Networks Stock (PANW) 2.7 $34M 165k 204.64
Jpmorgan Chase & Co Stock (JPM) 2.3 $29M 100k 289.91
Costco Whsl Corp Stock (COST) 2.2 $28M 28k 989.94
Servicenow Stock (NOW) 2.2 $27M 27k 1028.08
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.1 $27M 153k 176.23
Intuit Stock (INTU) 2.0 $25M 32k 787.63
Workday Inc Cl A Stock (WDAY) 1.8 $23M 94k 240.00
Netflix Stock (NFLX) 1.7 $22M 16k 1339.13
Vaneck Semiconductor Etf Etf (SMH) 1.6 $20M 73k 278.88
Intuitive Surgical Stock (ISRG) 1.5 $19M 36k 543.41
Amphenol Corp New Cl A Stock (APH) 1.5 $19M 196k 98.75
Shopify Inc Cl A Sub Vtg Stock (SHOP) 1.5 $19M 165k 115.35
Visa Inc Com Cl A Stock (V) 1.5 $19M 52k 355.05
Salesforce Stock (CRM) 1.4 $18M 65k 272.69
Uber Technologies Stock (UBER) 1.4 $17M 186k 93.30
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.3 $17M 93k 177.39
Home Depot Stock (HD) 1.3 $17M 45k 366.64
Veeva Sys Inc Cl A Stock (VEEV) 1.2 $16M 54k 287.98
Asml Holding N V N Y Registry Adr (ASML) 1.2 $16M 20k 801.39
Cadence Design System Stock (CDNS) 1.2 $16M 50k 308.15
Taiwan Semiconductor Mfg Adr (TSM) 1.2 $16M 68k 226.49
Morgan Stanley Stock (MS) 1.2 $15M 108k 140.86
Stryker Corporation Stock (SYK) 1.2 $15M 38k 395.63
D R Horton Stock (DHI) 1.2 $15M 115k 128.92
Caterpillar Stock (CAT) 1.1 $15M 37k 388.21
Vertiv Holdings Co Com Cl A Stock (VRT) 1.1 $14M 105k 128.41
Quanta Svcs Stock (PWR) 1.1 $13M 36k 378.08
Snowflake Stock (SNOW) 1.0 $13M 59k 223.77
Thermo Fisher Scientific Stock (TMO) 1.0 $13M 32k 405.46
Idexx Labs Stock (IDXX) 1.0 $12M 23k 536.34
Advanced Micro Devices Stock (AMD) 1.0 $12M 87k 141.90
Honeywell Intl Stock (HON) 1.0 $12M 53k 232.88
Spdr Gold Shares Etf (GLD) 1.0 $12M 40k 304.83
Walmart Stock (WMT) 0.9 $12M 119k 97.78
Mastercard Incorporated Cl A Stock (MA) 0.8 $11M 19k 561.94
Digital Rlty Tr Reit (DLR) 0.8 $10M 59k 174.33
Extreme Networks Stock (EXTR) 0.8 $10M 569k 17.95
Zoetis Inc Cl A Stock (ZTS) 0.8 $10M 65k 155.95
Cloudflare Inc Cl A Stock (NET) 0.8 $10M 52k 195.83
Spdr S&p 500 Etf Trust Etf (SPY) 0.8 $10M 16k 617.84
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.8 $9.9M 409k 24.27
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.8 $9.5M 374k 25.42
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.8 $9.5M 392k 24.25
Lennar Corp Cl A Stock (LEN) 0.7 $9.3M 84k 110.61
Broadridge Finl Solutions Stock (BR) 0.7 $9.3M 38k 243.03
T-mobile Us Stock (TMUS) 0.7 $9.0M 38k 238.26
Abbott Labs Stock (ABT) 0.7 $8.8M 65k 136.01
Toll Brothers Stock (TOL) 0.7 $8.8M 77k 114.13
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.7 $8.7M 453k 19.21
Industrial Select Sector Spdr Fund Etf (XLI) 0.7 $8.6M 58k 147.52
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.7 $8.5M 366k 23.33
Guidewire Software Stock (GWRE) 0.7 $8.3M 35k 235.45
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $8.2M 17k 485.77
Blackrock Stock (BLK) 0.6 $8.1M 7.7k 1049.25
Deere & Co Stock (DE) 0.6 $8.0M 16k 508.49
Union Pac Corp Stock (UNP) 0.6 $7.9M 35k 230.08
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.6 $7.8M 310k 25.18
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.6 $7.3M 333k 21.98
The Trade Desk Inc Com Cl A Stock (TTD) 0.5 $6.6M 92k 71.99
Freeport-mcmoran Inc Cl B Stock (FCX) 0.5 $6.0M 139k 43.35
Vanguard S&p 500 Etf Etf (VOO) 0.4 $5.5M 9.7k 568.05
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.4 $5.5M 218k 25.29
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.4 $5.3M 253k 21.04
Disney Walt Stock (DIS) 0.4 $5.0M 40k 124.01
Health Care Select Sector Spdr Fund Etf (XLV) 0.4 $4.8M 36k 134.79
Technology Select Sector Spdr Fund Etf (XLK) 0.4 $4.6M 18k 253.23
Broadcom Stock (AVGO) 0.4 $4.5M 17k 275.65
Bank America Corp Stock (BAC) 0.3 $4.2M 90k 47.32
Dexcom Stock (DXCM) 0.3 $4.1M 47k 87.29
Chevron Corp Stock (CVX) 0.3 $4.0M 28k 143.19
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $3.8M 6.1k 620.90
Adobe Stock (ADBE) 0.3 $3.7M 9.5k 386.88
Ball Corp Stock (BALL) 0.2 $2.8M 50k 56.09
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $2.7M 5.0k 551.68
Ishares Tips Bond Etf Etf (TIP) 0.2 $2.7M 24k 110.04
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $2.7M 32k 84.81
Corvel Corp Stock (CRVL) 0.2 $2.6M 25k 102.78
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $2.6M 76k 33.80
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $2.5M 40k 62.02
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $2.5M 14k 181.73
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY) 0.2 $2.3M 90k 25.91
Exxon Mobil Corp Stock (XOM) 0.2 $2.3M 22k 107.80
Conocophillips Stock (COP) 0.2 $2.1M 24k 89.74
Ishares Russell 2000 Etf Etf (IWM) 0.2 $2.0M 9.2k 215.78
Vaneck Merk Gold Etf Etf (OUNZ) 0.2 $1.9M 60k 31.89
Crown Castle Reit (CCI) 0.1 $1.9M 18k 102.73
Eli Lilly & Co Stock (LLY) 0.1 $1.9M 2.4k 779.53
Procept Biorobotics Corp Stock (PRCT) 0.1 $1.8M 31k 57.60
Pnc Finl Svcs Group Stock (PNC) 0.1 $1.8M 9.6k 186.42
Nike Inc Cl B Stock (NKE) 0.1 $1.7M 24k 71.04
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $1.7M 32k 52.37
Lowes Cos Stock (LOW) 0.1 $1.6M 7.2k 221.87
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.1 $1.5M 5.7k 269.33
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.5M 17k 89.39
Doordash Inc Cl A Stock (DASH) 0.1 $1.4M 5.8k 246.51
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.4M 3.3k 424.58
American Express Stock (AXP) 0.1 $1.3M 4.2k 318.98
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $1.3M 20k 67.22
Atlassian Corporation Cl A Stock (TEAM) 0.1 $1.3M 6.4k 203.09
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $1.3M 12k 109.29
Tesla Stock (TSLA) 0.1 $1.3M 4.0k 317.66
Ishares Russell Midcap Etf Etf (IWR) 0.1 $1.3M 14k 91.97
Citigroup Stock (C) 0.1 $1.2M 15k 85.12
Reddit Inc Cl A Stock (RDDT) 0.1 $1.2M 8.2k 150.57
Schwab International Equity Etf Etf (SCHF) 0.1 $1.2M 56k 22.10
Micron Technology Stock (MU) 0.1 $1.2M 9.9k 123.25
Pepsico Stock (PEP) 0.1 $1.2M 9.0k 132.04
Johnson & Johnson Stock (JNJ) 0.1 $1.2M 7.7k 152.75
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $1.2M 24k 48.24
Starbucks Corp Stock (SBUX) 0.1 $1.2M 13k 91.63
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $1.1M 10k 109.50
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $1.1M 1.9k 566.48
Rtx Corporation Stock (RTX) 0.1 $1.1M 7.4k 146.02
Northrop Grumman Corp Stock (NOC) 0.1 $1.1M 2.2k 500.00
Cisco Sys Stock (CSCO) 0.1 $1.1M 16k 69.38
Te Connectivity Plc Ord Stock (TEL) 0.1 $1.1M 6.3k 168.67
Johnson Ctls Intl Stock (JCI) 0.1 $1.1M 10k 105.62
Equinix Reit (EQIX) 0.1 $978k 1.2k 795.47
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $944k 31k 30.14
Procter And Gamble Stock (PG) 0.1 $926k 5.8k 159.32
Medtronic Stock (MDT) 0.1 $893k 10k 87.17
Csx Corp Stock (CSX) 0.1 $892k 27k 32.63
Oracle Corp Stock (ORCL) 0.1 $854k 3.9k 218.63
Axon Enterprise Stock (AXON) 0.1 $832k 1.0k 827.94
Gilead Sciences Stock (GILD) 0.1 $776k 7.0k 110.87
Ameriprise Finl Stock (AMP) 0.1 $749k 1.4k 533.73
Millrose Pptys Inc Com Cl A reit (MRP) 0.1 $738k 26k 28.51
Ishares Biotechnology Etf Etf (IBB) 0.1 $731k 5.8k 126.51
International Business Machs Stock (IBM) 0.1 $718k 2.4k 294.78
Lockheed Martin Corp Stock (LMT) 0.1 $712k 1.5k 463.16
Schwab Charles Corp Stock (SCHW) 0.1 $704k 7.7k 91.24
Spdr S&p Homebuilders Etf Etf (XHB) 0.1 $703k 7.1k 98.57
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $696k 8.3k 83.48
Targa Res Corp Stock (TRGP) 0.1 $671k 3.9k 174.08
Mercadolibre Stock (MELI) 0.1 $656k 251.00 2613.63
Ishares U.s. Home Construction Etf Etf (ITB) 0.1 $651k 7.0k 93.17
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $614k 23k 26.50
Royal Caribbean Group Stock (RCL) 0.0 $595k 1.9k 313.14
Texas Instrs Stock (TXN) 0.0 $575k 2.8k 207.62
Vanguard Small-cap Etf Etf (VB) 0.0 $571k 2.4k 236.98
Vanguard Mid-cap Etf Etf (VO) 0.0 $534k 1.9k 279.83
Booking Holdings Stock (BKNG) 0.0 $510k 88.00 5789.24
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $505k 1.7k 303.93
Lam Research Corp Stock (LRCX) 0.0 $503k 5.2k 97.34
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $495k 8.1k 61.21
Intercontinental Exchange Stock (ICE) 0.0 $471k 2.6k 183.47
Danaher Corporation Stock (DHR) 0.0 $454k 2.3k 197.54
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $454k 5.9k 77.50
Twilio Inc Cl A Stock (TWLO) 0.0 $431k 3.5k 124.36
Vanguard Real Estate Etf Etf (VNQ) 0.0 $430k 4.8k 89.06
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $419k 8.2k 51.44
Goldman Sachs Group Stock (GS) 0.0 $415k 587.00 707.75
Amgen Stock (AMGN) 0.0 $414k 1.5k 279.21
Merck & Co Stock (MRK) 0.0 $414k 5.2k 79.16
Coca Cola Stock (KO) 0.0 $405k 5.7k 70.75
Ishares Russell 3000 Etf Etf (IWV) 0.0 $404k 1.2k 351.00
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $392k 9.1k 42.89
Ametek Stock (AME) 0.0 $372k 2.1k 180.96
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $371k 1.8k 204.67
Trane Technologies Stock (TT) 0.0 $369k 843.00 437.41
Kinder Morgan Inc Del Stock (KMI) 0.0 $368k 13k 29.40
Ge Aerospace Stock (GE) 0.0 $367k 1.4k 257.39
Vanguard Information Technology Etf Etf (VGT) 0.0 $365k 550.00 662.92
Eaton Corp Stock (ETN) 0.0 $348k 975.00 356.99
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $334k 2.5k 136.32
Norfolk Southn Corp Stock (NSC) 0.0 $333k 1.3k 255.97
The Cigna Group Stock (CI) 0.0 $333k 1.0k 330.58
Vanguard Growth Etf Etf (VUG) 0.0 $320k 730.00 438.52
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $312k 3.8k 80.97
Ishares Msci Japan Etf Etf (EWJ) 0.0 $310k 4.1k 74.97
Travelers Companies Stock (TRV) 0.0 $309k 1.2k 267.54
Fluor Corp Stock (FLR) 0.0 $308k 6.0k 51.27
Truist Finl Corp Stock (TFC) 0.0 $307k 7.1k 42.99
Invesco Water Resources Etf Etf (PHO) 0.0 $302k 4.3k 69.91
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $301k 3.6k 82.86
Vaneck Oil Services Etf Etf (OIH) 0.0 $296k 1.3k 230.29
Ishares Msci Taiwan Etf Etf (EWT) 0.0 $294k 5.1k 57.40
Columbia India Consumer Etf Etf (INCO) 0.0 $293k 4.5k 64.88
Trip Com Group Ltd Ads Adr (TCOM) 0.0 $292k 5.0k 58.64
Ishares S&p 100 Etf Etf (OEF) 0.0 $286k 940.00 304.29
Abbvie Stock (ABBV) 0.0 $282k 1.5k 185.62
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $281k 2.8k 99.20
Ge Vernova Stock (GEV) 0.0 $278k 526.00 529.15
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.0 $276k 6.8k 40.67
Spdr S&p Biotech Etf Etf (XBI) 0.0 $273k 3.3k 82.93
Target Corp Stock (TGT) 0.0 $272k 2.8k 98.65
Coherent Corp Stock (COHR) 0.0 $268k 3.0k 89.21
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $262k 2.9k 90.98
Bristol-myers Squibb Stock (BMY) 0.0 $261k 5.6k 46.29
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $255k 14k 18.32
Enbridge Stock (ENB) 0.0 $253k 5.6k 45.32
Chipotle Mexican Grill Stock (CMG) 0.0 $253k 4.5k 56.15
Comerica Stock (CMA) 0.0 $239k 4.0k 59.65
Qualcomm Stock (QCOM) 0.0 $237k 1.5k 159.26
Enterprise Prods Partners Stock (EPD) 0.0 $235k 7.6k 31.01
Ishares Msci Netherlands Etf Etf (EWN) 0.0 $231k 4.2k 54.50
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $231k 772.00 298.89
United Parcel Service Inc Cl B Stock (UPS) 0.0 $227k 2.3k 100.94
Autozone Stock (AZO) 0.0 $223k 60.00 3712.23
Alerian Mlp Etf Etf (AMLP) 0.0 $220k 4.5k 48.86
Ishares Gold Trust Etf (IAU) 0.0 $219k 3.5k 62.36
Cheniere Energy Stock (LNG) 0.0 $218k 895.00 243.52
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) 0.0 $216k 6.4k 33.98
Robert Half Stock (RHI) 0.0 $214k 5.2k 41.05
Cvs Health Corp Stock (CVS) 0.0 $212k 3.1k 68.98
Arista Networks Stock (ANET) 0.0 $208k 2.0k 102.31
Parker-hannifin Corp Stock (PH) 0.0 $206k 295.00 698.47
Global X Dax Germany Etf Etf (DAX) 0.0 $202k 4.5k 44.93
Ansys Stock (ANSS) 0.0 $202k 575.00 351.22
Grab Holdings Limited Class A Ord Stock (GRAB) 0.0 $201k 40k 5.03
Atlas Energy Solutions Stock (AESI) 0.0 $197k 15k 13.37
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $188k 10k 18.13
Ford Mtr Stock (F) 0.0 $137k 13k 10.85
Sunrun Stock (RUN) 0.0 $101k 12k 8.18