Lyell Wealth Management, LP Purchases and Sells in Q1 2025

Lyell Wealth Management, LP

$1.06 Billion
Q1 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	20.6K + 216.04%	$236.71 - $358.03 $4.87M - $7.36M	30.1K $7.65M
VRT	38.6K + 108.15%	N/A	74.2K $6.43M
UBER	13.3K + 8.13%	$63.17 - $81.49 $838K - $1.08M	176K $12.8M
GLD	2.93K + 7.42%	$243.19 - $288.14 $712K - $843K	42.4K $12.2M
TMUS	2.84K + 10.27%	$211.3 - $272.83 $599K - $774K	30.4K $8.12M
BR	6.02K + 20.1%	$221.46 - $244.83 $1.33M - $1.47M	36K $8.73M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
C	42.8K New	$67.23 - $84.63 $2.88M - $3.62M	42.8K $3.04M
PNC	9.58K New	$168.84 - $202.89 $1.62M - $1.94M	9.58K $1.68M
CMA	21.2K New	$56.11 - $68.38 $1.19M - $1.45M	21.2K $1.25M
FLR	12K New	$34.29 - $55.28 $411K - $663K	12K $429K
TFC	7.14K New	$39.48 - $48.15 $282K - $344K	7.14K $293K
AZO	60 New	$3193.96 - $3828.11 $192K - $230K	60 $228K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-21.6K - 3.53%	$106.98 - $149.43 $2.31M - $3.23M	589K $63.9M
NOW	-293 - 1.13%	$783.83 - $1170.39 $230K - $343K	25.7K $20.5M
LMT	-5.02K - 64.52%	$423.19 - $506.29 $2.12M - $2.54M	2.76K $1.23M
ADBE	-3.01K - 16.03%	$377.84 - $464.11 $1.14M - $1.4M	15.8K $6.05M
XLE	-27K - 27.62%	$85.7 - $93.96 $2.31M - $2.53M	70.6K $6.6M
PRCT	-10.5K - 25.02%	$56.03 - $88.57 $588K - $929K	31.4K $1.83M

Activity Summary All Purchases 86 New Holdings 9 Increased Positions 77 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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