Lyell Wealth Management, Lp Top Holdings and 13F Report (2025) About Lyell Wealth Management, LpInvestment ActivityLyell Wealth Management, Lp has $1.12 billion in total holdings as of December 31, 2024.Lyell Wealth Management, Lp owns shares of 200 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 3.88% of the portfolio was sold this quarter.This quarter, Lyell Wealth Management, Lp has purchased 207 new stocks and bought additional shares in 74 stocks.Lyell Wealth Management, Lp sold shares of 67 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $82,045,168Apple $46,431,553Amazon.com $35,470,975Microsoft $33,379,091Meta Platforms $28,964,669 Largest New Holdings this Quarter Quanta Services $3,008,164 HoldingJohnson Controls International $265,442 HoldingiShares Russell 1000 Value ETF $244,372 HoldingARISTA NETWORKS INC COM SHS $225,039 Holding Largest Purchases this Quarter Palo Alto Networks 79,305 shares (about $14.43M)Toll Brothers 41,299 shares (about $5.20M)Quanta Services 9,518 shares (about $3.01M)Broadridge Financial Solutions 10,334 shares (about $2.34M)Vertiv 20,379 shares (about $2.32M) Largest Sales this Quarter Alphabet 18,403 shares (about $3.50M)Target 24,032 shares (about $3.25M)PepsiCo 16,832 shares (about $2.56M)UnitedHealth Group 4,904 shares (about $2.48M)Schlumberger 60,601 shares (about $2.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLyell Wealth Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$82,045,168$2,266,950 ▼-2.7%610,9557.4%Computer and TechnologyAAPLApple$46,431,553$109,684 ▲0.2%185,4154.2%Computer and TechnologyAMZNAmazon.com$35,470,975$318,993 ▲0.9%161,6803.2%Retail/WholesaleMSFTMicrosoft$33,379,091$198,527 ▲0.6%79,1913.0%Computer and TechnologyMETAMeta Platforms$28,964,669$198,488 ▲0.7%49,4692.6%Computer and TechnologyPANWPalo Alto Networks$28,783,525$14,430,338 ▲100.5%158,1862.6%Computer and TechnologyNOWServiceNow$27,606,585$134,635 ▼-0.5%26,0412.5%Computer and TechnologyGOOGLAlphabet$26,266,038$290,009 ▼-1.1%138,7532.4%Computer and TechnologyCOSTCostco Wholesale$24,903,485$134,693 ▲0.5%27,1792.2%Retail/WholesaleWDAYWorkday$23,600,972$138,820 ▲0.6%91,4662.1%Computer and TechnologyJPMJPMorgan Chase & Co.$21,587,110$43,148 ▲0.2%90,0551.9%FinanceCRMSalesforce$21,464,508$8,358 ▲0.0%64,2021.9%Computer and TechnologyINTUIntuit$19,630,569$314,879 ▲1.6%31,2341.8%Computer and TechnologyISRGIntuitive Surgical$17,594,750$123,183 ▼-0.7%33,7091.6%MedicalHDHome Depot$17,017,146$143,537 ▲0.9%43,7471.5%Retail/WholesaleSHOPShopify$16,745,699$32,324 ▲0.2%157,4881.5%Computer and TechnologyGOOGAlphabet$16,059,910$3,504,649 ▼-17.9%84,3311.4%Computer and TechnologyTMOThermo Fisher Scientific$15,486,228$212,254 ▲1.4%29,7681.4%MedicalVVisa$15,276,513$83,119 ▲0.5%48,3371.4%Business ServicesDHID.R. Horton$15,217,170$288,728 ▲1.9%108,8341.4%ConstructionSMHVanEck Semiconductor ETF$15,156,936$573,216 ▲3.9%62,5881.4%ManufacturingCDNSCadence Design Systems$13,455,801$84,730 ▲0.6%44,7841.2%Computer and TechnologyASMLASML$13,185,154$680,605 ▲5.4%19,0241.2%Computer and TechnologyNFLXNetflix$12,980,293$5,348 ▼0.0%14,5631.2%Consumer DiscretionaryCATCaterpillar$12,842,430$18,864 ▲0.1%35,4021.2%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$12,235,098$277,671 ▲2.3%61,9531.1%Computer and TechnologySYKStryker$12,198,994$11,522 ▲0.1%33,8811.1%MedicalMSMorgan Stanley$12,106,779$145,709 ▲1.2%96,3001.1%FinanceSPYSPDR S&P 500 ETF Trust$12,021,401$28,717 ▼-0.2%20,5121.1%FinanceAPHAmphenol$11,671,559$205,919 ▲1.8%168,0571.0%Computer and TechnologyHONHoneywell International$11,558,565$277,845 ▲2.5%51,1691.0%Multi-Sector ConglomeratesTTDTrade Desk$11,557,783$2,257,046 ▲24.3%98,3391.0%Computer and TechnologyLENLennar$11,340,666$618,847 ▲5.8%83,1611.0%ConstructionVEEVVeeva Systems$11,253,842$27,963 ▼-0.2%53,5261.0%MedicalZTSZoetis$10,911,585$13,197 ▼-0.1%66,9711.0%MedicalAMDAdvanced Micro Devices$10,673,608$135,889 ▲1.3%88,3651.0%Computer and TechnologyUBERUber Technologies$9,838,313$1,627,796 ▲19.8%163,1020.9%Computer and TechnologyDLRDigital Realty Trust$9,833,303$81,040 ▲0.8%55,4520.9%FinanceGLDSPDR Gold Shares$9,549,849$809,441 ▲9.3%39,4410.9%FinanceEXTRExtreme Networks$9,524,909$217,201 ▲2.3%568,9910.9%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$9,294,452$980,582 ▲11.8%371,0360.8%ETFSNOWSnowflake$8,914,089$53,580 ▲0.6%57,7300.8%Computer and TechnologyIDXXIDEXX Laboratories$8,733,093$29,768 ▲0.3%21,1230.8%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,719,547$419,060 ▲5.0%363,9210.8%ETFWMTWalmart$8,506,091$1,031,436 ▲13.8%94,1460.8%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$8,360,930$456,396 ▼-5.2%97,6060.7%ETFADBEAdobe$8,355,982$233,012 ▼-2.7%18,7910.7%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$8,242,348$570,559 ▲7.4%331,0180.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$8,214,417$371,809 ▲4.7%341,2720.7%ETFMAMastercard$8,202,882$271,183 ▲3.4%15,5780.7%Business ServicesUNPUnion Pacific$7,775,847$86,198 ▼-1.1%34,0990.7%TransportationIBDUiShares iBonds Dec 2029 Term Corporate ETF$7,468,778$493,711 ▲7.1%327,5780.7%ETFXLIIndustrial Select Sector SPDR Fund$7,082,495$5,534 ▼-0.1%53,7530.6%ETFCVXChevron$6,916,545$630,923 ▼-8.4%47,7530.6%Oils/EnergyBRBroadridge Financial Solutions$6,777,500$2,336,414 ▲52.6%29,9770.6%Business ServicesABTAbbott Laboratories$6,496,767$30,766 ▼-0.5%57,4380.6%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$6,465,095$728,440 ▲12.7%302,6730.6%ETFTMUST-Mobile US$6,093,693$148,993 ▲2.5%27,6070.5%Computer and TechnologyDEDeere & Company$6,021,624$83,045 ▼-1.4%14,2120.5%Industrial ProductsTOLToll Brothers$5,963,607$5,201,609 ▲682.6%47,3490.5%ConstructionGWREGuidewire Software$5,932,330$1,685,800 ▼-22.1%35,1900.5%Computer and TechnologySLBSchlumberger$5,852,256$2,323,442 ▼-28.4%152,6410.5%Oils/EnergyBLACKROCK INC COM$5,708,557$27,677 ▼-0.5%5,5690.5%StockFCXFreeport-McMoRan$5,380,742$332,781 ▼-5.8%141,3010.5%Basic MaterialsIBDXiShares iBonds Dec 2032 Term Corporate ETF$5,259,506$405,570 ▲8.4%213,9750.5%ETFNETCloudflare$5,121,045$785,095 ▲18.1%47,5580.5%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,822,441$1,448,411 ▲42.9%236,9750.4%ETFDXCMDexCom$4,713,873$344,288 ▼-6.8%60,6130.4%MedicalDISWalt Disney$4,219,052$470,454 ▼-10.0%37,8900.4%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$4,060,737$337,317 ▼-7.7%29,5180.4%ETFVRTVertiv$4,050,083$2,315,258 ▲133.5%35,6490.4%Computer and TechnologyBACBank of America$3,975,761$6,900 ▼-0.2%90,4610.4%FinanceAVGOBroadcom$3,851,831$927 ▲0.0%16,6140.3%Computer and TechnologyLMTLockheed Martin$3,781,585$873,234 ▼-18.8%7,7820.3%AerospaceIVViShares Core S&P 500 ETF$3,739,2950.0%6,3520.3%ETFNKENIKE$3,718,424$594,312 ▼-13.8%49,1400.3%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$3,582,656$365,055 ▲11.3%15,4080.3%ETFNOCNorthrop Grumman$3,551,117$940,457 ▼-20.9%7,5670.3%AerospacePRCTPROCEPT BioRobotics$3,376,204$624,030 ▼-15.6%41,9300.3%MedicalRSPInvesco S&P 500 Equal Weight ETF$3,288,812$123,885 ▼-3.6%18,7690.3%ETFCOPConocoPhillips$3,191,588$1,446,097 ▼-31.2%32,1830.3%Oils/EnergyBALLBall$3,066,551$52,870 ▲1.8%55,6240.3%Industrial ProductsIWMiShares Russell 2000 ETF$3,054,027$946,346 ▼-23.7%13,8220.3%FinanceIJHiShares Core S&P Mid-Cap ETF$3,039,793$623 ▲0.0%48,7850.3%ETFBRK.BBerkshire Hathaway$3,024,737$81,137 ▲2.8%6,6730.3%FinanceIBBiShares Biotechnology ETF$3,023,907$79,062 ▲2.7%22,8720.3%FinancePWRQuanta Services$3,008,164$3,008,164 ▲New Holding9,5180.3%ConstructionCRVLCorVel$2,825,781$1,828,892 ▲183.5%25,3980.3%Business ServicesTIPiShares TIPS Bond ETF$2,669,504$140,007 ▼-5.0%25,0540.2%ETFCCICrown Castle$2,514,720$1,146,677 ▼-31.3%27,7070.2%FinanceTEAMAtlassian$2,425,768$653,232 ▼-21.2%9,9670.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,291,841$1,461,105 ▲175.9%19,8910.2%ETFQQQInvesco QQQ$2,166,632$91,512 ▼-4.1%4,2380.2%FinancePEPPepsiCo$2,101,773$2,559,474 ▼-54.9%13,8220.2%Consumer StaplesXOMExxon Mobil$2,006,933$214,279 ▲12.0%18,6570.2%Oils/EnergyLLYEli Lilly and Company$1,954,704$39,372 ▲2.1%2,5320.2%MedicalDOORDASH INC CL A$1,890,0390.0%11,2670.2%StockTSLATesla$1,875,433$431,301 ▼-18.7%4,6440.2%Auto/Tires/TrucksXBISPDR S&P Biotech ETF$1,809,666$87,628 ▼-4.6%20,0940.2%ETFREDDIT INC CL A$1,754,855$474,303 ▲37.0%10,7370.2%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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