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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, MSFT, AAPL, AMZN, WDAY, and represent 18.13% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH, IBDT, IBDX, SNOW, IGV, IBDS, WDAY, SPY, TMUS, PANW.
Started 10 new stock positions in CMG, EWJ, SCHB, IWV, GE, VEA, VIG, EPD, AMAT, TMUS.
Reduced shares in these 10 stocks: NVDA (-$5.2M), EQIX, IBDP, BA, GOOGL, EEM, SMH, GNRC, SCHX, EFA.
Sold out of its positions in ANSS, CMCSA, FTEC, SUB, MUB, IEMG, PFE, Western Digital Corp note 1.500% 2/0.
Lyell Wealth Management was a net buyer of stock by $17M.
Lyell Wealth Management has $984M in assets under management (AUM), dropping by 11.81%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 197 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	6.3	$62M	-7%	69k	903.56	View chart
Microsoft Corp Stock (MSFT)	3.2	$32M		76k	420.72	View chart
Apple Stock (AAPL)	3.1	$31M		178k	171.48	View chart
Amazon Stock (AMZN)	2.8	$27M		152k	180.38	View chart
Workday Inc Cl A Stock (WDAY)	2.6	$26M	+5%	95k	272.75	View chart
Meta Platforms Inc Cl A Stock (META)	2.2	$22M		45k	485.58	View chart
Palo Alto Networks Stock (PANW)	2.2	$22M	+4%	76k	284.13	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.1	$20M	-2%	135k	150.93	View chart
Costco Whsl Corp Stock (COST)	2.0	$20M		27k	732.63	View chart
Intuit Stock (INTU)	1.9	$19M		29k	650.00	View chart
Servicenow Stock (NOW)	1.9	$19M		25k	762.40	View chart
Salesforce Stock (CRM)	1.8	$18M		60k	301.18	View chart
Jpmorgan Chase & Co Stock (JPM)	1.8	$17M		86k	200.30	View chart
D R Horton Stock (DHI)	1.7	$17M		101k	164.55	View chart
Thermo Fisher Scientific Stock (TMO)	1.7	$16M		28k	581.21	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.7	$16M		17k	970.47	View chart
Home Depot Stock (HD)	1.6	$16M		42k	383.60	View chart
Veeva Sys Inc Cl A Stock (VEEV)	1.4	$14M	+3%	59k	231.69	View chart
Advanced Micro Devices Stock (AMD)	1.4	$14M		76k	180.49	View chart
Intuitive Surgical Stock (ISRG)	1.4	$14M		34k	399.09	View chart
Caterpillar Stock (CAT)	1.3	$13M		35k	366.43	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.3	$13M	-4%	56k	224.99	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$13M	-2%	83k	152.26	View chart
Lennar Corp Cl A Stock (LEN)	1.3	$12M		72k	171.98	View chart
Visa Inc Com Cl A Stock (V)	1.2	$12M		44k	279.08	View chart
Cadence Design System Stock (CDNS)	1.2	$12M		39k	311.28	View chart
Stryker Corporation Stock (SYK)	1.2	$12M		32k	357.87	View chart
Idexx Labs Stock (IDXX)	1.1	$11M		20k	539.93	View chart
Adobe Stock (ADBE)	1.1	$11M	+4%	21k	504.60	View chart
Schlumberger Ltd Com Stk Stock (SLB)	1.1	$11M	+10%	191k	54.81	View chart
Zoetis Inc Cl A Stock (ZTS)	1.0	$10M	+6%	60k	169.21	View chart
Shopify Inc Cl A Stock (SHOP)	1.0	$10M		129k	77.17	View chart
Honeywell Intl Stock (HON)	1.0	$9.9M	-3%	48k	205.25	View chart
Snowflake Inc Cl A Stock (SNOW)	1.0	$9.5M	+20%	59k	161.60	View chart
Dexcom Stock (DXCM)	1.0	$9.4M	-3%	68k	138.70	View chart
Energy Select Sector Spdr Fund Etf (XLE)	1.0	$9.4M		99k	94.41	View chart
Amphenol Corp New Cl A Stock (APH)	0.9	$9.1M		79k	115.35	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.9	$8.7M		100k	87.42	View chart
Union Pac Corp Stock (UNP)	0.9	$8.7M	+2%	35k	245.93	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$8.6M	+16%	16k	523.07	View chart
Chevron Corp Stock (CVX)	0.8	$8.3M		52k	157.74	View chart
Nike Inc Cl B Stock (NKE)	0.8	$8.2M		87k	93.98	View chart
Morgan Stanley Stock (MS)	0.8	$7.9M	+6%	84k	94.16	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.8	$7.7M	+5%	57k	136.05	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.8	$7.7M	+4%	311k	24.81	View chart
Spdr Gold Shares Etf (GLD)	0.7	$7.4M		36k	205.72	View chart
Digital Rlty Tr Reit (DLR)	0.7	$7.3M	+4%	51k	144.04	View chart
Netflix Stock (NFLX)	0.7	$7.1M	+5%	12k	607.33	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.7	$7.0M	+3%	56k	125.96	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.7	$6.8M	+13%	286k	23.85	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.7	$6.7M	+29%	280k	23.80	View chart
Target Corp Stock (TGT)	0.7	$6.6M		37k	177.21	View chart
Conocophillips Stock (COP)	0.7	$6.5M	+4%	51k	127.28	View chart
Guidewire Software Stock (GWRE)	0.7	$6.5M		56k	116.71	View chart
Abbott Labs Stock (ABT)	0.7	$6.5M	+3%	57k	113.66	View chart
Extreme Networks Stock (EXTR)	0.7	$6.4M		556k	11.54	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.6	$6.4M	+9%	135k	47.02	View chart
Northrop Grumman Corp Stock (NOC)	0.6	$6.2M	-5%	13k	478.66	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.6	$6.2M	-12%	248k	25.05	View chart
Lockheed Martin Corp Stock (LMT)	0.6	$5.8M	-5%	13k	454.87	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.6	$5.8M	+46%	233k	24.91	View chart
Deere & Co Stock (DE)	0.6	$5.6M	+6%	14k	410.74	View chart
Starbucks Corp Stock (SBUX)	0.6	$5.6M	+6%	61k	91.39	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$5.5M		12k	481.57	View chart
Disney Walt Stock (DIS)	0.6	$5.5M	-2%	45k	122.36	View chart
Doordash Inc Cl A Stock (DASH)	0.5	$5.3M	+2%	38k	137.72	View chart
Pepsico Stock (PEP)	0.5	$5.0M	-4%	29k	175.01	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.5	$4.9M	+20%	216k	22.82	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.5	$4.8M	+26%	25k	195.11	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.5	$4.7M	+26%	218k	21.40	View chart
Blackrock Stock (BLK)	0.5	$4.6M	+2%	5.5k	833.76	View chart
Procept Biorobotics Corp Stock (PRCT)	0.4	$4.2M		84k	49.42	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.4	$4.0M	+80%	162k	24.81	View chart
Bank America Corp Stock (BAC)	0.4	$4.0M		106k	37.92	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$4.0M	+33%	19k	210.30	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$3.9M		23k	169.37	View chart
Unitedhealth Group Stock (UNH)	0.4	$3.7M	+19%	7.6k	494.70	View chart
The Cigna Group Stock (CI)	0.4	$3.6M	+4%	10k	363.19	View chart
Crown Castle Reit (CCI)	0.4	$3.5M	+3%	33k	105.83	View chart
Bhp Group Adr (BHP)	0.4	$3.5M		60k	57.69	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.4M	+20%	6.5k	525.73	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$3.4M	+5%	23k	147.73	View chart
Cloudflare Inc Cl A Stock (NET)	0.3	$3.4M	+14%	35k	96.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$3.3M	+418%	55k	60.74	View chart
Ishares Biotechnology Etf Etf (IBB)	0.3	$2.9M	+4%	21k	137.22	View chart
Ball Corp Stock (BALL)	0.3	$2.9M	+14%	43k	67.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$2.7M		6.5k	420.52	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$2.7M	-13%	34k	79.86	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$2.7M	+10%	25k	107.41	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$2.5M		12k	208.27	View chart
Corvel Corp Stock (CRVL)	0.2	$2.4M		9.0k	262.96	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$2.1M	+9%	23k	94.89	View chart
Broadcom Stock (AVGO)	0.2	$2.1M	+2%	1.6k	1325.41	View chart
Equinix Reit (EQIX)	0.2	$2.1M	-39%	2.6k	825.33	View chart
Vaneck Oil Services Etf Etf (OIH)	0.2	$2.1M	+14%	6.1k	336.33	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$2.0M	+354%	23k	85.27	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.9M		2.5k	777.96	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$1.8M	-23%	44k	41.08	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.8M	-11%	4.0k	444.04	View chart
Micron Technology Stock (MU)	0.2	$1.5M		13k	117.89	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.5M	+3%	13k	116.24	View chart
Tesla Stock (TSLA)	0.1	$1.3M		7.3k	175.79	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.3M	-2%	2.3k	556.40	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.2M	-6%	15k	84.09	View chart
T-mobile Us Stock (TMUS)	0.1	$1.2M	NEW	7.2k	163.22	View chart
Cisco Sys Stock (CSCO)	0.1	$1.2M	-8%	23k	49.91	View chart
Agilent Technologies Stock (A)	0.1	$1.1M		7.7k	145.51	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M	-6%	7.1k	158.19	View chart
Docusign Stock (DOCU)	0.1	$1.1M		19k	59.55	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.1M	-16%	5.4k	205.09	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M	-6%	4.2k	254.73	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.1M		3.2k	337.05	View chart
Csx Corp Stock (CSX)	0.1	$1.0M		28k	37.07	View chart
American Express Stock (AXP)	0.1	$957k		4.2k	227.69	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$874k	+43%	11k	80.63	View chart
Amgen Stock (AMGN)	0.1	$820k		2.9k	284.32	View chart
Merck & Co Stock (MRK)	0.1	$804k	-4%	6.1k	131.95	View chart
Toll Brothers Stock (TOL)	0.1	$783k		6.1k	129.37	View chart
Generac Hldgs Stock (GNRC)	0.1	$757k	-40%	6.0k	126.14	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$727k	+45%	9.8k	74.22	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$714k	+2%	6.4k	111.59	View chart
Vaneck Merk Gold Trust Etf (OUNZ)	0.1	$681k	+9%	32k	21.48	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$674k		16k	42.12	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$660k	-2%	2.9k	228.59	View chart
Rtx Corporation Stock (RTX)	0.1	$644k	-2%	6.6k	97.53	View chart
Procter And Gamble Stock (PG)	0.1	$638k	-12%	3.9k	162.25	View chart
Ameriprise Finl Stock (AMP)	0.1	$616k		1.4k	438.44	View chart
Keysight Technologies Stock (KEYS)	0.1	$602k		3.8k	156.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$592k	-23%	5.4k	110.52	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$558k		7.7k	72.34	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.1	$556k	-10%	8.5k	65.37	View chart
Robert Half Stock (RHI)	0.1	$551k		7.0k	79.28	View chart
Gilead Sciences Stock (GILD)	0.1	$530k		7.2k	73.25	View chart
Stanley Black & Decker Stock (SWK)	0.1	$527k		5.4k	97.93	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$524k		2.1k	249.86	View chart
Lam Research Corp Stock (LRCX)	0.1	$517k	+4%	532.00	971.57	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$514k		2.0k	259.90	View chart
Texas Instrs Stock (TXN)	0.1	$509k		2.9k	174.21	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$498k		9.8k	50.77	View chart
Oracle Corp Stock (ORCL)	0.1	$493k	-10%	3.9k	125.60	View chart
Boeing Stock (BA)	0.0	$472k	-61%	2.4k	192.99	View chart
Trimble Stock (TRMB)	0.0	$463k		7.2k	64.36	View chart
Targa Res Corp Stock (TRGP)	0.0	$440k		3.9k	111.99	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$424k	+4%	6.9k	61.15	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$416k		9.1k	45.41	View chart
Iqvia Hldgs Stock (IQV)	0.0	$413k		1.6k	252.89	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$412k	-3%	4.5k	91.25	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$411k	NEW	1.4k	300.08	View chart
Pioneer Nat Res Stock (PXD)	0.0	$401k		1.5k	262.50	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.0	$395k	+51%	19k	20.49	View chart
HP Stock (HPQ)	0.0	$386k	-4%	13k	30.22	View chart
Coca Cola Stock (KO)	0.0	$384k	+18%	6.3k	61.18	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$380k		5.0k	76.36	View chart
Intercontinental Exchange Stock (ICE)	0.0	$377k		2.7k	137.43	View chart
Ametek Stock (AME)	0.0	$376k		2.1k	182.90	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$375k	-6%	1.1k	344.20	View chart
International Business Machs Stock (IBM)	0.0	$374k	+2%	2.0k	190.96	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$365k	+8%	2.5k	148.63	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$356k	-11%	3.1k	115.77	View chart
Novo-nordisk A S Adr (NVO)	0.0	$354k		2.8k	128.40	View chart
Walmart Stock (WMT)	0.0	$349k	+271%	5.8k	60.17	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$348k	-14%	6.4k	54.23	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$339k		3.6k	94.66	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$337k		1.3k	254.87	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$334k		15k	22.62	View chart
Eaton Corp Stock (ETN)	0.0	$324k	-2%	1.0k	312.68	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$318k	NEW	1.7k	182.61	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$315k	+6%	3.2k	97.94	View chart
Axon Enterprise Stock (AXON)	0.0	$314k		1.0k	312.88	View chart
Mercadolibre Stock (MELI)	0.0	$302k		200.00	1511.96	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$300k	-59%	4.8k	62.06	View chart
Abbvie Stock (ABBV)	0.0	$293k		1.6k	182.10	View chart
Illinois Tool Wks Stock (ITW)	0.0	$271k		1.0k	268.40	View chart
Royal Caribbean Group Stock (RCL)	0.0	$264k		1.9k	139.01	View chart
Terex Corp Stock (TEX)	0.0	$258k		4.0k	64.40	View chart
Trane Technologies Stock (TT)	0.0	$258k		858.00	300.20	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$252k	-10%	3.1k	81.78	View chart
Qualcomm Stock (QCOM)	0.0	$252k	+5%	1.5k	169.30	View chart
Ge Aerospace Stock (GE)	0.0	$250k	NEW	1.4k	175.53	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$250k		5.1k	48.68	View chart
Applied Matls Stock (AMAT)	0.0	$248k	NEW	1.2k	206.23	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$248k		6.9k	35.91	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$244k	-11%	2.1k	118.29	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$244k		14k	17.56	View chart
Fedex Corp Stock (FDX)	0.0	$244k	-3%	842.00	289.74	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$230k	NEW	4.6k	50.17	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$227k	-4%	13k	17.73	View chart
Goldman Sachs Group Stock (GS)	0.0	$226k		541.00	417.69	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$221k	NEW	7.6k	29.18	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$217k	+6%	626.00	346.61	View chart
Verizon Communications Stock (VZ)	0.0	$214k	-14%	5.1k	41.96	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$211k	NEW	3.5k	61.04	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$204k	NEW	70.00	2906.77	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$201k	NEW	2.8k	71.35	View chart
Ford Mtr Co Del Stock (F)	0.0	$197k		15k	13.28	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$163k		10k	15.73	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$94k		30k	3.14	View chart

Past Filings by Lyell Wealth Management

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

Lyell Wealth Management 2024 Q1 filed May 3, 2024
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

View all past filings

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