Lyell Wealth Management, LP Incresed Positions in Q2 2025

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.85K
+ 0.82%
$94.31 - $157.99 $457K - $766K
594K $93.9M
MSFT
Microsoft Corp

Technology
3.43K
+ 3.96%
$354.56 - $497.45 $1.22M - $1.71M
90.1K $44.8M
META
Meta Platforms, Inc.

Communication Services
1.47K
+ 2.91%
$484.66 - $738.09 $710K - $1.08M
51.7K $38.2M
NFLX
Netflix Inc

Communication Services
443
+ 2.81%
$855.86 - $1339.13 $379K - $593K
16.2K $21.7M
APH
Amphenol Corp

Technology
5.5K
+ 2.9%
$59.09 - $98.75 $325K - $544K
196K $19.3M
NOW
Service Now, Inc.

Technology
747
+ 2.9%
$721.65 - $1040.18 $539K - $777K
26.5K $27.2M
PANW
Palo Alto Networks Inc

Technology
4.17K
+ 2.59%
$152.44 - $204.64 $635K - $853K
165K $33.7M
PWR
Quanta Services, Inc.

Industrials
5.49K
+ 18.25%
$239.47 - $381.26 $1.31M - $2.09M
35.6K $13.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.25K
+ 6.21%
$179.95 - $278.88 $765K - $1.19M
72.7K $20.3M
INTU
Intuit Inc

Technology
240
+ 0.76%
$544.07 - $787.63 $131K - $189K
31.7K $24.9M
JPM
Jpmorgan Chase & CO

Financial Services
4.49K
+ 4.69%
$210.28 - $289.91 $944K - $1.3M
100K $29.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.61K
+ 5.57%
$141.37 - $228.57 $510K - $824K
68.4K $15.5M
GOOGL
Alphabet Inc.

Communication Services
7.87K
+ 5.44%
$144.7 - $178.6 $1.14M - $1.4M
152K $26.9M
UBER
Uber Technologies, Inc

Technology
9.54K
+ 5.41%
$64.62 - $93.3 $616K - $890K
186K $17.3M
NET
Cloudflare, Inc.

Technology
1.08K
+ 2.12%
$97.08 - $195.83 $104K - $211K
51.8K $10.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.45K
+ 128.16%
$483.48 - $539.8 $4.57M - $5.1M
16.8K $8.17M
SHOP
Shopify Inc.

Technology
4.56K
+ 2.84%
$76.89 - $115.35 $350K - $526K
165K $19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.68K
+ 140.6%
$456.74 - $568.03 $2.59M - $3.22M
9.71K $5.52M
CDNS
Cadence Design Systems Inc

Technology
2.36K
+ 4.91%
$231.64 - $323.08 $546K - $761K
50.3K $15.5M
MS
Morgan Stanley

Financial Services
4.91K
+ 4.75%
$99.83 - $140.86 $490K - $691K
108K $15.3M
VEEV
Veeva Systems Inc

Healthcare
563
+ 1.05%
$209.39 - $289.94 $118K - $163K
54.2K $15.6M
IDXX
Idexx Laboratories Inc

Healthcare
677
+ 3.01%
$361.04 - $536.34 $244K - $363K
23.1K $12.4M
VRT
Vertiv Holdings CO

Industrials
30.9K
+ 41.59%
N/A
105K $9.1M
CAT
Caterpillar Inc

Industrials
1.45K
+ 4.02%
$273.94 - $388.21 $396K - $561K
37.4K $14.5M
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 14.06%
$81.79 - $99.98 $1.2M - $1.46M
119K $11.6M
GOOG
Alphabet Inc.

Communication Services
2.15K
+ 2.36%
$146.58 - $180.01 $315K - $386K
93.1K $16.5M
ISRG
Intuitive Surgical Inc

Healthcare
1.17K
+ 3.4%
$451.58 - $565.94 $529K - $663K
35.7K $19.4M
COST
Costco Wholesale Corp

Consumer Defensive
859
+ 3.13%
$908.13 - $1056.85 $780K - $908K
28.3K $28.1M
DLR
Digital Realty Trust, Inc.

Real Estate
1.46K
+ 2.51%
$136.11 - $177.69 $198K - $259K
59.4K $10.4M
TOL
Toll Brothers, Inc.

Consumer Cyclical
8.28K
+ 12.01%
$90.5 - $114.3 $749K - $946K
77.2K $8.81M
V
Visa Inc.

Financial Services
3.59K
+ 7.37%
$308.27 - $373.31 $1.11M - $1.34M
52.3K $18.6M
HON
Honeywell International Inc

Industrials
971
+ 1.88%
$182.86 - $232.88 $178K - $226K
52.7K $12.3M
MA
Mastercard Inc

Financial Services
1.93K
+ 11.37%
$479.92 - $590.74 $924K - $1.14M
18.9K $10.6M
DE
Deere & CO

Industrials
1.37K
+ 9.51%
$412.99 - $531.48 $565K - $727K
15.7K $8.01M
SYK
Stryker Corp

Healthcare
869
+ 2.34%
$337.37 - $395.63 $293K - $344K
38K $15M
DIS
Walt Disney CO

Communication Services
1.62K
+ 4.18%
$81.72 - $124.01 $132K - $201K
40.3K $5M
XLI
Industrial Sector Spdr

ETFs
1.34K
+ 2.35%
$116.42 - $147.52 $155K - $197K
58.1K $8.57M
XLK
Technology Sector Spdr

ETFs
955
+ 5.5%
$179.73 - $253.23 $172K - $242K
18.3K $4.64M
ABT
Abbott Laboratories

Healthcare
4.73K
+ 7.87%
$123.95 - $138.08 $587K - $654K
64.9K $8.82M
TMUS
T Mobile Us, Inc.

Communication Services
7.14K
+ 23.44%
$220.99 - $268.54 $1.58M - $1.92M
37.6K $8.95M
WDAY
Workday, Inc.

Technology
940
+ 1.01%
$210.47 - $274.71 $198K - $258K
94.2K $22.6M
JCI
Johnson Controls International PLC

Industrials
6.6K
+ 196.22%
$71.14 - $105.62 $469K - $697K
9.96K $1.05M
IGV
Ishares Expanded Tech Software

ETFs
5.13K
+ 97.58%
$80.15 - $109.5 $411K - $561K
10.4K $1.14M
DHI
Horton D R Inc

Consumer Cyclical
3.63K
+ 3.27%
$115.1 - $129.63 $418K - $471K
115K $14.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27.1K
+ 7.43%
N/A
392K $9.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
+ 10.4%
$416.06 - $551.64 $194K - $258K
4.96K $2.73M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.1K
+ 5.39%
$24.94 - $25.42 $477K - $486K
374K $9.5M
BR
Broadridge Financial Solutions, Inc.

Technology
2.13K
+ 5.91%
$217.22 - $246.25 $462K - $524K
38.1K $9.27M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.9K
+ 5.11%
$23.96 - $24.27 $477K - $483K
409K $9.93M
Activity Summary
Buys All Purchases 106 New Holdings 27 Increased Positions 79 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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