Lyell Wealth Management, LP Reduced Holdings in Q2 2025

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-39.1K
- 55.35%
$76.44 - $94.13 $2.99M - $3.68M
31.5K $2.67M
CVX
Chevron Corp

Energy
-18.3K
- 39.34%
$133.73 - $168.51 $2.44M - $3.08M
28.2K $4.04M
AAPL
Apple Inc.

Technology
-2.69K
- 1.44%
$172.42 - $223.89 $463K - $602K
184K $37.7M
SLB
Schlumberger Limited

Energy
-47.5K
- 38.32%
$31.95 - $42.2 $1.52M - $2M
76.4K $2.58M
ADBE
Adobe Inc.

Technology
-6.31K
- 40.01%
$340.0 - $420.68 $2.15M - $2.66M
9.47K $3.66M
C
Citigroup Inc

Financial Services
-28.1K
- 65.7%
$58.13 - $85.12 $1.63M - $2.39M
14.7K $1.25M
IBB
Ishares Biotechnology ETF

ETFs
-10.5K
- 64.54%
$112.02 - $129.0 $1.18M - $1.36M
5.77K $730K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.8K
- 50.05%
$90.56 - $109.49 $1.07M - $1.3M
11.8K $1.29M
COP
Conocophillips

Energy
-7.78K
- 24.71%
$82.66 - $106.1 $643K - $825K
23.7K $2.13M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-42.9K
- 12.14%
$25.04 - $25.18 $1.07M - $1.08M
310K $7.81M
CMA
Comerica Inc

Financial Services
-17.2K
- 81.11%
$50.42 - $59.65 $866K - $1.02M
4K $238K
NOC
Northrop Grumman Corp

Industrials
-1.85K
- 46.21%
$456.3 - $540.39 $843K - $998K
2.15K $1.07M
ZTS
Zoetis Inc.

Healthcare
-2.29K
- 3.4%
$144.41 - $170.3 $331K - $391K
65.1K $10.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-11.2K
- 77.37%
$69.8 - $85.28 $785K - $959K
3.29K $272K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.98K
- 15.49%
$496.48 - $617.85 $1.48M - $1.84M
16.2K $10M
SBUX
Starbucks Corp

Consumer Cyclical
-5.99K
- 32.24%
$79.69 - $99.41 $478K - $596K
12.6K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.48K
- 24.76%
$152.93 - $181.74 $685K - $814K
13.6K $2.47M
PEP
Pepsico Inc

Consumer Defensive
-3.17K
- 25.96%
$128.02 - $151.37 $406K - $480K
9.05K $1.19M
TGT
Target Corp

Consumer Defensive
-5.18K
- 65.31%
$88.76 - $105.77 $460K - $548K
2.75K $271K
XLV
Select Sector Spdr Fund Health

ETFs
-1.04K
- 2.84%
$128.77 - $144.3 $134K - $150K
35.6K $4.8M
LMT
Lockheed Martin Corp

Industrials
-1.22K
- 44.3%
$430.82 - $486.45 $527K - $595K
1.54K $712K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-1.18K
- 47.91%
$196.72 - $266.32 $233K - $315K
1.29K $296K
CCI
Crown Castle International Corp

Real Estate
-2.39K
- 11.57%
$94.83 - $107.06 $227K - $256K
18.3K $1.88M
DASH
Door Dash, Inc.

Communication Services
-3.47K
- 37.41%
$163.16 - $246.51 $566K - $855K
5.8K $1.43M
XLF
Financial Sector Spdr

ETFs
-5.13K
- 13.83%
$43.92 - $52.37 $225K - $269K
32K $1.68M
LLY
Eli Lilly & CO

Healthcare
-54
- 2.21%
$713.71 - $898.95 $38.5K - $48.5K
2.39K $1.86M
IWM
Ishares Russell 2000 ETF

ETFs
-1.52K
- 14.19%
$174.82 - $215.79 $266K - $328K
9.19K $1.98M
BALL
Ball Corp

Consumer Cyclical
-6.18K
- 11.09%
$44.94 - $56.99 $278K - $352K
49.5K $2.78M
FLR
Fluor Corp

Industrials
-6K
- 50.0%
$30.86 - $51.42 $185K - $309K
6K $307K
MRK
Merck & Co., Inc.

Healthcare
-315
- 5.69%
$73.47 - $87.12 $23.1K - $27.4K
5.22K $413K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.67K
- 16.96%
$49.73 - $51.44 $82.8K - $85.6K
8.15K $419K
GLD
Spdr Gold Trust

ETFs
-2.56K
- 6.04%
$273.71 - $316.29 $700K - $809K
39.8K $12.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.2K
- 4.92%
$24.32 - $27.87 $29.2K - $33.4K
23.2K $614K
CRM
Salesforce, Inc.

Technology
-1.29K
- 1.95%
$236.26 - $291.15 $305K - $376K
64.8K $17.7M
ABBV
Abb Vie Inc.

Healthcare
-95
- 5.88%
$170.16 - $206.27 $16.2K - $19.6K
1.52K $282K
AMGN
Amgen Inc

Healthcare
-6
- 0.4%
$262.28 - $309.85 $1.57K - $1.86K
1.48K $414K
VTI
Vanguard Total Stock Market Et

ETFs
-300
- 15.28%
$243.75 - $303.93 $73.1K - $91.2K
1.66K $505K
VB
Vanguard Small Cap ETF

ETFs
-319
- 11.7%
$193.73 - $237.37 $61.8K - $75.7K
2.41K $570K
CI
Cigna Corp

Healthcare
-108
- 9.69%
$301.89 - $340.04 $32.6K - $36.7K
1.01K $332K
GILD
Gilead Sciences, Inc.

Healthcare
-230
- 3.18%
$96.91 - $113.0 $22.3K - $26K
7K $776K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-181
- 8.57%
$468.22 - $566.51 $84.7K - $103K
1.93K $1.09M
UPS
United Parcel Service Inc

Industrials
-10
- 0.44%
$91.92 - $110.2 $919 - $1.1K
2.25K $227K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.79K
- 9.52%
$72.96 - $90.39 $130K - $162K
17K $1.52M
TXN
Texas Instruments Inc

Technology
-78
- 2.74%
N/A
2.77K $538K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-175
- 4.59%
$82.21 - $83.12 $14.4K - $14.5K
3.64K $301K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.7K
- 6.31%
$51.16 - $62.02 $138K - $167K
40.1K $2.49M
Atlassian Corporation Cl A
-368
- 5.47%
N/A
6.36K $0
Millrose Pptys Inc Com Cl A
-14.2K
- 35.4%
N/A
25.9K $0
VO
Vanguard Mid Cap ETF

ETFs
-149
- 7.24%
$228.54 - $279.83 $34.1K - $41.7K
1.91K $533K
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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