Lyell Wealth Management, LP Reduced Holdings in Q3 2025

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-5.89K
- 9.09%
$231.66 - $273.65 $1.37M - $1.61M
58.9K $14M
ZTS
Zoetis Inc.

Healthcare
-19.8K
- 30.49%
$141.13 - $159.19 $2.8M - $3.16M
45.2K $6.62M
WDAY
Workday, Inc.

Technology
-12.6K
- 13.41%
$213.69 - $247.69 $2.7M - $3.13M
81.6K $19.6M
NOW
Service Now, Inc.

Technology
-41
- 0.15%
$850.86 - $1044.69 $34.9K - $42.8K
26.5K $24.3M
ADBE
Adobe Inc.

Technology
-7.16K
- 75.63%
$333.65 - $392.1 $2.39M - $2.81M
2.31K $813K
TTD
Trade Desk, Inc.

Technology
-14.6K
- 15.8%
$43.93 - $89.76 $639K - $1.31M
77.5K $3.8M
GWRE
Guidewire Software, Inc.

Technology
-7.98K
- 22.67%
$207.82 - $261.88 $1.66M - $2.09M
27.2K $6.25M
DXCM
Dexcom Inc

Healthcare
-7.69K
- 16.42%
$66.46 - $89.53 $511K - $688K
39.1K $2.63M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-53.6K
- 17.29%
$25.09 - $25.19 $1.35M - $1.35M
257K $6.46M
CCI
Crown Castle International Corp

Real Estate
-7.47K
- 40.81%
$92.96 - $113.91 $694K - $851K
10.8K $1.04M
NKE
Nike, Inc.

Consumer Cyclical
-7.16K
- 29.73%
$69.24 - $79.24 $496K - $567K
16.9K $1.18M
DIS
Walt Disney CO

Communication Services
-1.14K
- 2.82%
$112.25 - $124.0 $128K - $141K
39.2K $4.49M
XLF
Financial Sector Spdr

ETFs
-9.21K
- 28.78%
$51.37 - $54.25 $473K - $499K
22.8K $1.23M
XLE
Energy Sector Spdr

ETFs
-6.36K
- 20.16%
$84.25 - $91.99 $536K - $585K
25.2K $2.25M
SLB
Schlumberger Limited

Energy
-11K
- 14.34%
$32.37 - $37.31 $355K - $409K
65.4K $2.25M
SBUX
Starbucks Corp

Consumer Cyclical
-2.55K
- 20.26%
$81.9 - $96.86 $209K - $247K
10K $849K
EQIX
Equinix Inc

Real Estate
-370
- 30.08%
$756.7 - $811.13 $280K - $300K
860 $673K
CVX
Chevron Corp

Energy
-3.18K
- 11.27%
$145.57 - $161.83 $462K - $514K
25K $3.88M
TWLO
Twilio Inc

Communication Services
-265
- 7.64%
$92.44 - $132.7 $24.5K - $35.2K
3.2K $320K
LMT
Lockheed Martin Corp

Industrials
-295
- 19.18%
$410.74 - $499.21 $121K - $147K
1.24K $620K
SNOW
Snowflake Inc.

Technology
-822
- 1.39%
$191.73 - $241.0 $158K - $198K
58.4K $13.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 1.2%
$2292.04 - $2514.05 $6.88K - $7.54K
248 $579K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.44K
- 17.67%
$50.73 - $52.47 $73.1K - $75.6K
6.71K $350K
CI
Cigna Corp

Healthcare
-78
- 7.75%
$262.23 - $334.39 $20.5K - $26.1K
928 $267K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.07K
- 14.88%
$215.01 - $273.02 $230K - $292K
6.11K $1.54M
XLV
Select Sector Spdr Fund Health

ETFs
-1.48K
- 4.14%
$129.01 - $139.72 $190K - $206K
34.1K $4.75M
TRGP
Targa Resources Corp.

Energy
-120
- 3.11%
$160.52 - $174.4 $19.3K - $20.9K
3.74K $625K
TGT
Target Corp

Consumer Defensive
-128
- 4.65%
$86.56 - $107.43 $11.1K - $13.8K
2.63K $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.43K
- 6.05%
$62.09 - $66.51 $151K - $161K
37.7K $2.46M
XLP
Consumer Staples Sector Spdr

ETFs
-365
- 9.49%
N/A
3.48K $264K
PEP
Pepsico Inc

Consumer Defensive
-738
- 8.16%
$133.81 - $152.16 $98.8K - $112K
8.31K $1.17M
IEFA
Ishares Tr

ETFs
-600
- 7.2%
$81.7 - $87.53 $49K - $52.5K
7.74K $675K
GE
General Electric CO

Industrials
-264
- 18.54%
$244.75 - $305.63 $64.6K - $80.7K
1.16K $348K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-200
- 7.05%
$97.75 - $100.75 $19.6K - $20.2K
2.64K $264K
PLTR
Palantir Technologies Inc.

Technology
-700
- 28.56%
$130.68 - $186.97 $91.5K - $131K
1.75K $319K
FDN
First Tr Fd Dow Jones

ETFs
-241
- 4.19%
$264.06 - $287.34 $63.6K - $69.2K
5.51K $1.54M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-25
- 0.69%
$82.38 - $83.0 $2.06K - $2.08K
3.61K $299K
Reddit Inc Cl A
-200
- 2.43%
N/A
8.04K $0
Atlassian Corporation Cl A
-1.62K
- 25.51%
N/A
4.74K $0
Millrose Pptys Inc Com Cl A
-2.15K
- 8.31%
N/A
23.7K $0
EWN
Ishares Msci Netherlnds ETF

ETFs
-250
- 5.9%
$50.85 - $58.01 $12.7K - $14.5K
3.99K $231K
MRK
Merck & Co., Inc.

Healthcare
-239
- 4.58%
$77.6 - $87.37 $18.5K - $20.9K
4.99K $418K
VNQ
Vanguard Specialized Funds Van

ETFs
-50
- 1.04%
$88.47 - $93.24 $4.42K - $4.66K
4.78K $436K
COP
Conocophillips

Energy
-1.08K
- 4.56%
$91.0 - $98.99 $98.3K - $107K
22.6K $2.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-458
- 2.69%
$87.29 - $93.61 $40K - $42.9K
16.5K $1.54M
XOM
Exxon Mobil Corp

Energy
-575
- 2.66%
$105.83 - $117.22 $60.9K - $67.4K
21K $2.37M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-137
- 4.17%
$83.08 - $100.2 $11.4K - $13.7K
3.15K $315K
IGV
Ishares Expanded Tech Software

ETFs
-36
- 0.35%
$105.96 - $117.79 $3.81K - $4.24K
10.3K $1.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6
- 0.31%
$567.09 - $607.37 $3.4K - $3.64K
1.92K $1.15M
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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