Lyell Wealth Management, LP Incresed Positions in Q4 2024

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 0.91%
$180.88 - $232.93 $263K - $339K
162K $35.5M
TOL
Toll Brothers, Inc.

Consumer Cyclical
41.3K
+ 682.63%
$123.8 - $167.8 $5.11M - $6.93M
47.3K $5.96M
SHOP
Shopify Inc.

Technology
304
+ 0.19%
$78.14 - $119.49 $23.8K - $36.3K
157K $16.7M
CRM
Salesforce, Inc.

Technology
25
+ 0.04%
$270.87 - $367.87 $6.77K - $9.2K
64.2K $21.5M
AAPL
Apple Inc.

Technology
438
+ 0.24%
$221.69 - $259.02 $97.1K - $113K
185K $46.4M
TTD
Trade Desk, Inc.

Technology
19.2K
+ 24.27%
$108.7 - $139.51 $2.09M - $2.68M
98.3K $11.6M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 0.2%
$205.18 - $250.29 $36.9K - $45.1K
90.1K $21.6M
BR
Broadridge Financial Solutions, Inc.

Technology
10.3K
+ 52.61%
$209.64 - $236.44 $2.17M - $2.44M
30K $6.78M
SNOW
Snowflake Inc.

Technology
347
+ 0.6%
$109.65 - $186.51 $38K - $64.7K
57.7K $8.91M
MS
Morgan Stanley

Financial Services
1.16K
+ 1.22%
$104.42 - $134.99 $121K - $156K
96.3K $12.1M
NET
Cloudflare, Inc.

Technology
7.29K
+ 18.11%
$78.11 - $117.56 $570K - $857K
47.6K $5.12M
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 13.8%
$79.1 - $95.7 $903K - $1.09M
94.1K $8.51M
PANW
Palo Alto Networks Inc

Technology
79.3K
+ 100.54%
$181.96 - $405.9 $14.4M - $32.2M
158K $28.8M
VRT
Vertiv Holdings CO

Industrials
20.4K
+ 133.46%
N/A
35.6K $3.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.41K
+ 2.32%
$172.07 - $207.36 $242K - $292K
62K $12.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.7K
+ 175.88%
$113.92 - $127.38 $1.44M - $1.62M
19.9K $2.29M
CDNS
Cadence Design Systems Inc

Technology
282
+ 0.63%
$249.1 - $324.54 $70.2K - $91.5K
44.8K $13.5M
WDAY
Workday, Inc.

Technology
538
+ 0.59%
$233.85 - $279.91 $126K - $151K
91.5K $23.6M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
71.2K
+ 42.93%
$20.28 - $21.2 $1.44M - $1.51M
237K $4.82M
HON
Honeywell International Inc

Industrials
1.23K
+ 2.46%
$202.84 - $236.0 $249K - $290K
51.2K $11.6M
EXTR
Extreme Networks Inc

Technology
13K
+ 2.33%
$14.22 - $18.52 $185K - $240K
569K $9.52M
META
Meta Platforms, Inc.

Communication Services
339
+ 0.69%
$554.08 - $632.68 $188K - $214K
49.5K $29.2M
AVGO
Broadcom Inc.

Technology
4
+ 0.02%
$159.67 - $250.0 $639 - $1K
16.6K $3.85M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
39.1K
+ 11.79%
$25.0 - $25.11 $979K - $983K
371K $9.29M
COST
Costco Wholesale Corp

Consumer Defensive
147
+ 0.54%
$873.59 - $994.69 $128K - $146K
27.2K $24.9M
DLR
Digital Realty Trust, Inc.

Real Estate
457
+ 0.83%
$156.46 - $195.69 $71.5K - $89.4K
55.5K $9.83M
APH
Amphenol Corp

Technology
2.97K
+ 1.8%
$62.07 - $75.35 $184K - $223K
168K $11.7M
GLD
Spdr Gold Trust

ETFs
3.34K
+ 9.26%
$236.59 - $257.5 $791K - $861K
39.4K $9.55M
MA
Mastercard Inc

Financial Services
515
+ 3.42%
$491.3 - $536.15 $253K - $276K
15.6K $8.2M
INTU
Intuit Inc

Technology
501
+ 1.63%
$602.01 - $706.25 $302K - $354K
31.2K $19.6M
TMUS
T Mobile Us, Inc.

Communication Services
675
+ 2.51%
$206.1 - $246.94 $139K - $167K
27.6K $6.09M
IBDV
Ishares Tr

Technology
34.1K
+ 12.7%
$21.24 - $22.15 $724K - $755K
303K $6.47M
XLK
Technology Sector Spdr

ETFs
1.57K
+ 11.35%
$220.26 - $241.44 $346K - $379K
15.4K $3.58M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.9K
+ 7.44%
$24.82 - $25.48 $569K - $584K
331K $8.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.37K
+ 3.93%
$238.25 - $261.28 $564K - $618K
62.6K $15.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.4K
+ 4.74%
N/A
341K $8.11M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17.5K
+ 5.05%
$23.88 - $24.32 $418K - $425K
364K $8.72M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
21.7K
+ 7.08%
$22.71 - $23.47 $492K - $508K
328K $7.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
450
+ 15.18%
$370.24 - $418.94 $167K - $189K
3.42K $1.37M
XLF
Financial Sector Spdr

ETFs
3.32K
+ 15.5%
$44.89 - $51.34 $149K - $170K
24.7K $1.2M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
16.5K
+ 8.36%
$24.5 - $25.72 $404K - $424K
214K $5.26M
AXP
American Express CO

Financial Services
100
+ 2.38%
$267.35 - $305.57 $26.7K - $30.6K
4.31K $1.28M
IGV
Ishares Expanded Tech Software

ETFs
533
+ 13.91%
$87.5 - $110.17 $46.6K - $58.7K
4.36K $436K
ITB
Ishares Tr

ETFs
1.28K
+ 41.38%
$103.31 - $129.34 $132K - $166K
4.38K $452K
XOM
Exxon Mobil Corp

Energy
1.99K
+ 11.95%
$105.51 - $125.37 $210K - $250K
18.7K $2.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
89
+ 4.18%
$563.99 - $620.12 $50.2K - $55.2K
2.22K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
179
+ 2.76%
$442.29 - $483.08 $79.2K - $86.5K
6.67K $3.02M
VIG
Vanguard Dividend Appreciation

ETFs
67
+ 3.84%
N/A
1.81K $329K
ITW
Illinois Tool Works Inc

Industrials
47
+ 4.92%
$253.56 - $278.5 $11.9K - $13.1K
1K $254K
Activity Summary
Buys All Purchases 78 New Holdings 4 Increased Positions 74 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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