Lyell Wealth Management, LP Purchases in Q1 2025

Lyell Wealth Management, LP

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
20.6K
+ 216.04%
$236.71 - $358.03 $4.87M - $7.36M
30.1K $7.65M
VRT
Vertiv Holdings CO

Industrials
38.6K
+ 108.15%
N/A
74.2K $6.43M
C
Citigroup Inc

Financial Services
42.8K
New
$67.23 - $84.63 $2.88M - $3.62M
42.8K $3.04M
UBER
Uber Technologies, Inc

Technology
13.3K
+ 8.13%
$63.17 - $81.49 $838K - $1.08M
176K $12.8M
GLD
Spdr Gold Trust

ETFs
2.93K
+ 7.42%
$243.19 - $288.14 $712K - $843K
42.4K $12.2M
TMUS
T Mobile Us, Inc.

Communication Services
2.84K
+ 10.27%
$211.3 - $272.83 $599K - $774K
30.4K $8.12M
BR
Broadridge Financial Solutions, Inc.

Technology
6.02K
+ 20.1%
$221.46 - $244.83 $1.33M - $1.47M
36K $8.73M
JPM
Jpmorgan Chase & CO

Financial Services
5.73K
+ 6.36%
$225.19 - $279.95 $1.29M - $1.6M
95.8K $23.5M
V
Visa Inc.

Financial Services
351
+ 0.73%
$306.92 - $362.71 $108K - $127K
48.7K $17.1M
NFLX
Netflix Inc

Communication Services
1.19K
+ 8.17%
$828.4 - $1058.6 $986K - $1.26M
15.8K $14.7M
SYK
Stryker Corp

Healthcare
3.26K
+ 9.62%
$355.18 - $399.9 $1.16M - $1.3M
37.1K $13.8M
ABT
Abbott Laboratories

Healthcare
2.69K
+ 4.68%
$111.1 - $140.22 $299K - $377K
60.1K $7.98M
TOL
Toll Brothers, Inc.

Consumer Cyclical
21.6K
+ 45.52%
$103.02 - $140.69 $2.22M - $3.03M
68.9K $7.28M
XLV
Select Sector Spdr Fund Health

ETFs
7.14K
+ 24.2%
$137.61 - $149.68 $983K - $1.07M
36.7K $5.35M
CMA
Comerica Inc

Financial Services
21.2K
New
$56.11 - $68.38 $1.19M - $1.45M
21.2K $1.25M
VEEV
Veeva Systems Inc

Healthcare
119
+ 0.22%
$210.58 - $246.8 $25.1K - $29.4K
53.6K $12.4M
COST
Costco Wholesale Corp

Consumer Defensive
303
+ 1.11%
$890.62 - $1076.86 $270K - $326K
27.5K $26M
MA
Mastercard Inc

Financial Services
1.36K
+ 8.74%
$504.67 - $576.31 $687K - $785K
16.9K $9.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
702
+ 10.52%
$442.66 - $534.52 $311K - $375K
7.38K $3.93M
APH
Amphenol Corp

Technology
22K
+ 13.1%
$61.62 - $78.55 $1.36M - $1.73M
190K $12.5M
DE
Deere & CO

Industrials
169
+ 1.19%
$408.57 - $509.27 $69K - $86.1K
14.4K $6.75M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
23.7K
+ 7.17%
$24.79 - $25.26 $588K - $599K
355K $8.96M
IDXX
Idexx Laboratories Inc

Healthcare
1.34K
+ 6.35%
$406.29 - $469.04 $545K - $629K
22.5K $9.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.48K
+ 58.07%
$507.05 - $563.67 $752K - $836K
4.04K $2.07M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.5K
+ 7.01%
$23.9 - $24.18 $610K - $617K
389K $9.42M
XLF
Financial Sector Spdr

ETFs
12.4K
+ 50.13%
$47.32 - $52.19 $587K - $647K
37.1K $1.85M
WMT
Walmart Inc.

Consumer Defensive
9.87K
+ 10.48%
$84.5 - $105.05 $834K - $1.04M
104K $9.13M
NET
Cloudflare, Inc.

Technology
3.19K
+ 6.71%
$110.71 - $176.5 $353K - $563K
50.7K $5.72M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.2K
+ 6.81%
N/A
365K $8.66M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
19.1K
+ 5.84%
$22.61 - $23.14 $432K - $443K
347K $8.02M
OUNZ
Van Eck Merk Gold Trust

ETFs
10.1K
+ 20.4%
$25.41 - $30.14 $257K - $305K
59.8K $1.8M
IBDV
Ishares Tr

Technology
19.5K
+ 6.45%
$21.11 - $21.73 $412K - $424K
322K $7M
FLR
Fluor Corp

Industrials
12K
New
$34.29 - $55.28 $411K - $663K
12K $429K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.1K
+ 82.41%
$18.36 - $20.51 $369K - $413K
44.5K $880K
XLI
Industrial Sector Spdr

ETFs
3K
+ 5.58%
$128.78 - $141.67 $386K - $425K
56.8K $7.44M
TFC
Truist Financial Corp

Financial Services
7.14K
New
$39.48 - $48.15 $282K - $344K
7.14K $293K
SBUX
Starbucks Corp

Consumer Cyclical
1.23K
+ 7.08%
$91.75 - $115.81 $113K - $142K
18.6K $1.82M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
7K
+ 2.95%
$20.1 - $20.8 $141K - $146K
244K $5.06M
AZO
Autozone Inc

Consumer Cyclical
60
New
$3193.96 - $3828.11 $192K - $230K
60 $228K
PLTR
Palantir Technologies Inc.

Technology
2.45K
New
$64.98 - $124.62 $159K - $305K
2.45K $206K
ZTS
Zoetis Inc.

Healthcare
405
+ 0.6%
$156.48 - $175.67 $63.4K - $71.1K
67.4K $11.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.74K
+ 18.82%
$102.49 - $119.96 $384K - $449K
23.6K $2.47M
LOW
Lowes Companies Inc

Consumer Cyclical
917
+ 21.2%
$222.66 - $268.42 $204K - $246K
5.24K $1.22M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
900
+ 0.42%
$24.21 - $25.09 $21.8K - $22.6K
215K $5.37M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.33K
+ 8.88%
$25.81 - $28.52 $60.1K - $66.5K
28.6K $787K
KO
Coca Cola CO

Consumer Defensive
450
+ 8.53%
$60.81 - $72.32 $27.4K - $32.5K
5.73K $410K
GS
Goldman Sachs Group Inc

Financial Services
146
+ 26.99%
$524.81 - $672.19 $76.6K - $98.1K
687 $375K
ACN
Accenture PLC

Technology
182
+ 30.85%
$300.91 - $398.25 $54.8K - $72.5K
772 $240K
IGV
Ishares Expanded Tech Software

ETFs
888
+ 20.35%
$88.3 - $107.83 $78.4K - $95.8K
5.25K $467K
Activity Summary
Buys All Purchases 86 New Holdings 9 Increased Positions 77 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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