Lyell Wealth Management, LP Purchases in Q3 2025

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
497
+ 0.33%
$174.36 - $254.72 $86.7K - $127K
153K $37.2M
DHI
Horton D R Inc

Consumer Cyclical
4.21K
+ 3.67%
$129.82 - $184.04 $547K - $775K
119K $20.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.52K
+ 6.22%
$275.84 - $326.36 $1.25M - $1.48M
77.3K $25.2M
ASML
Asml Holding Nv

Technology
1.04K
+ 5.36%
$689.63 - $968.09 $719K - $1.01M
20.5K $19.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
14.3K
+ 18.55%
$113.78 - $148.0 $1.63M - $2.12M
91.5K $12.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
442
+ 0.65%
$224.68 - $282.71 $99.3K - $125K
68.8K $19.2M
CAT
Caterpillar Inc

Industrials
492
+ 1.32%
$390.92 - $477.15 $192K - $235K
37.9K $18.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
656
+ 2.04%
$404.94 - $499.99 $266K - $328K
32.8K $15.9M
IDXX
Idexx Laboratories Inc

Healthcare
35
+ 0.15%
$514.61 - $682.78 $18K - $23.9K
23.2K $14.8M
CDNS
Cadence Design Systems Inc

Technology
445
+ 0.88%
$309.46 - $373.37 $138K - $166K
50.8K $17.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.52K
+ 20.93%
$459.11 - $506.91 $1.62M - $1.79M
20.3K $10.2M
MS
Morgan Stanley

Financial Services
518
+ 0.48%
$139.09 - $161.16 $72K - $83.5K
109K $17.3M
HD
Home Depot, Inc.

Consumer Cyclical
461
+ 1.02%
$357.4 - $423.42 $165K - $195K
45.5K $18.4M
PWR
Quanta Services, Inc.

Industrials
1.43K
+ 4.02%
$372.29 - $421.68 $533K - $603K
37K $15.3M
LEN
Lennar Corp

Consumer Cyclical
3.08K
+ 3.66%
$107.73 - $142.4 $332K - $438K
87.3K $11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.12K
+ 11.5%
$567.77 - $614.76 $634K - $687K
10.8K $6.63M
UBER
Uber Technologies, Inc

Technology
2.51K
+ 1.35%
$86.91 - $99.57 $218K - $250K
188K $18.5M
NET
Cloudflare, Inc.

Technology
293
+ 0.57%
$181.39 - $228.28 $53.1K - $66.9K
52.1K $11.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
43.3K
+ 11.05%
N/A
435K $10.3M
OUNZ
Van Eck Merk Gold Trust

ETFs
16.7K
+ 27.93%
$31.49 - $37.19 $526K - $621K
76.5K $2.84M
IBDV
Ishares Tr

Technology
38.9K
+ 11.66%
$21.75 - $22.22 $845K - $864K
372K $8.24M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
34.9K
+ 8.53%
$24.14 - $24.34 $843K - $850K
444K $10.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
33.5K
+ 9.16%
$23.13 - $23.54 $775K - $789K
399K $9.37M
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 1.5%
$94.4 - $104.27 $168K - $185K
120K $12.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.5K
+ 7.89%
$25.24 - $25.56 $745K - $754K
403K $10.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.1K
+ 13.08%
$20.77 - $21.32 $687K - $706K
286K $6.07M
PANW
Palo Alto Networks Inc

Technology
4.14K
+ 2.51%
$167.06 - $208.19 $691K - $861K
169K $34.4M
TMUS
T Mobile Us, Inc.

Communication Services
1.8K
+ 4.8%
$226.02 - $259.01 $408K - $467K
39.4K $9.43M
XLI
Industrial Sector Spdr

ETFs
115
+ 0.2%
$147.94 - $154.99 $17K - $17.8K
58.2K $8.98M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
12.9K
+ 5.92%
$24.97 - $25.78 $322K - $333K
231K $5.92M
MA
Mastercard Inc

Financial Services
442
+ 2.34%
$550.18 - $598.96 $243K - $265K
19.3K $11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.99K
+ 16.86%
$108.46 - $120.63 $216K - $240K
13.8K $1.64M
ITB
Ishares Tr

ETFs
2.25K
+ 32.28%
$94.18 - $117.14 $212K - $264K
9.24K $990K
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.21%
$620.67 - $670.08 $8.07K - $8.71K
6.11K $4.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 1.21%
$546.99 - $602.2 $32.8K - $36.1K
5.02K $3.01M
IWM
Ishares Russell 2000 ETF

ETFs
82
+ 0.89%
$214.92 - $244.84 $17.6K - $20.1K
9.27K $2.24M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.1K
+ 15.43%
$100.4 - $119.58 $110K - $132K
8.23K $911K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.06K
New
$23.82 - $25.84 $192K - $208K
8.06K $207K
TEX
Terex Corp

Industrials
4K
New
$48.36 - $53.52 $193K - $214K
4K $205K
AMAT
Applied Materials Inc

Technology
989
New
$156.25 - $204.95 $155K - $203K
989 $202K
IBB
Ishares Biotechnology ETF

ETFs
676
+ 11.71%
$127.63 - $144.37 $86.3K - $97.6K
6.45K $931K
BR
Broadridge Financial Solutions, Inc.

Technology
1.46K
+ 3.82%
$233.75 - $266.89 $340K - $389K
39.6K $9.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
169
+ 1.24%
$181.56 - $190.33 $30.7K - $32.2K
13.8K $2.61M
AMZN
Amazon Com Inc

Consumer Cyclical
439
+ 0.26%
$211.65 - $238.24 $92.9K - $105K
170K $37.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
470
+ 1.5%
$30.13 - $33.37 $14.2K - $15.7K
31.8K $1.06M
ABT
Abbott Laboratories

Healthcare
1.8K
+ 2.77%
$120.51 - $136.62 $216K - $245K
66.7K $8.93M
VRT
Vertiv Holdings CO

Industrials
994
+ 0.95%
N/A
106K $9.19M
TIP
Ishares Tr Tips Bd ETF

ETFs
460
+ 1.89%
$109.11 - $111.88 $50.2K - $51.5K
24.8K $2.75M
GRAB
Grab Holdings LTD

Technology
5.5K
+ 13.75%
$4.77 - $6.45 $26.2K - $35.5K
45.5K $273K
Activity Summary
Buys All Purchases 75 New Holdings 5 Increased Positions 70 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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