Lyell Wealth Management, LP Sells in Q3 2024

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-26.9K
- 4.11%
$98.91 - $134.91 $2.66M - $3.63M
628K $76.2M
BHP
Bhp Group LTD

Basic Materials
-33.2K
- 60.75%
$51.32 - $62.11 $1.7M - $2.06M
21.5K $1.33M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-64.2K
- 34.47%
$25.04 - $25.21 $1.61M - $1.62M
122K $3.08M
SLB
Schlumberger Limited

Energy
-6.97K
- 3.17%
$39.57 - $49.67 $276K - $346K
213K $8.95M
NKE
Nike, Inc.

Consumer Cyclical
-27.3K
- 32.43%
$71.09 - $89.44 $1.94M - $2.45M
57K $5.04M
CVX
Chevron Corp

Energy
-5.28K
- 9.2%
$137.88 - $161.97 $728K - $855K
52.1K $7.67M
SNOW
Snowflake Inc.

Technology
-947
- 1.62%
$108.56 - $143.02 $103K - $135K
57.4K $6.59M
PRCT
Procept Bio Robotics Corp

Healthcare
-34.5K
- 41.0%
$56.31 - $84.99 $1.94M - $2.93M
49.7K $3.98M
COP
Conocophillips

Energy
-6.1K
- 11.54%
$102.3 - $116.61 $624K - $711K
46.8K $4.92M
ADBE
Adobe Inc.

Technology
-403
- 2.04%
$508.13 - $586.55 $205K - $236K
19.3K $10M
BAC
Bank Of America Corp

Financial Services
-14.6K
- 13.88%
$36.65 - $44.13 $535K - $645K
90.6K $3.6M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-858
- 10.78%
$268.61 - $337.37 $230K - $289K
7.1K $2.01M
DIS
Walt Disney CO

Communication Services
-3.37K
- 7.41%
$85.6 - $98.61 $288K - $332K
42.1K $4.05M
XLE
Energy Sector Spdr

ETFs
-888
- 0.86%
$84.35 - $93.39 $74.9K - $82.9K
103K $9.04M
MU
Micron Technology Inc

Technology
-30
- 0.23%
$86.27 - $136.82 $2.59K - $4.1K
12.9K $1.34M
WDAY
Workday, Inc.

Technology
-9.54K
- 9.49%
$207.75 - $264.68 $1.98M - $2.52M
90.9K $22.2M
NET
Cloudflare, Inc.

Technology
-1.05K
- 2.55%
$74.4 - $86.96 $78.3K - $91.6K
40.3K $3.26M
DASH
Door Dash, Inc.

Communication Services
-4.8K
- 29.85%
$100.28 - $143.99 $481K - $690K
11.3K $1.61M
TGT
Target Corp

Consumer Defensive
-2.28K
- 6.12%
$133.47 - $159.25 $304K - $363K
34.9K $5.44M
EEM
Ishares Msci Emerging Markets

ETFs
-3.9K
- 10.34%
$40.42 - $46.7 $158K - $182K
33.8K $1.55M
AMAT
Applied Materials Inc

Technology
-20
- 1.53%
$174.88 - $254.97 $3.5K - $5.1K
1.29K $260K
ZM
Zoom Video Communications, Inc.

Technology
-1.8K
- 21.36%
$55.32 - $71.9 $99.5K - $129K
6.62K $462K
IEFA
Ishares Tr

ETFs
-1.08K
- 11.19%
$70.09 - $78.74 $75.3K - $84.6K
8.54K $666K
TTD
Trade Desk, Inc.

Technology
-10K
- 11.22%
$83.08 - $110.79 $831K - $1.11M
79.1K $8.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-205
- 6.37%
$96.25 - $101.98 $19.7K - $20.9K
3.02K $305K
ET
Energy Transfer LP

Energy
-86
- 0.82%
$15.43 - $16.44 $1.33K - $1.41K
10.4K $166K
Atlassian Corporation Cl A
-1.58K
- 11.12%
N/A
12.7K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-78
- 1.74%
$434.77 - $502.96 $33.9K - $39.2K
4.42K $2.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-55
- 1.82%
$332.02 - $382.76 $18.3K - $21.1K
2.97K $1.11M
ITW
Illinois Tool Works Inc

Industrials
-15
- 1.55%
$233.14 - $263.97 $3.5K - $3.96K
955 $250K
TWLO
Twilio Inc

Communication Services
-420
- 6.7%
$56.03 - $65.23 $23.5K - $27.4K
5.85K $381K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-430
- 4.07%
$89.91 - $101.33 $38.7K - $43.6K
10.1K $995K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 3.62%
$523.84 - $572.02 $41.9K - $45.8K
2.13K $1.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-425
- 4.28%
$77.02 - $85.06 $32.7K - $36.2K
9.51K $803K
ICE
Intercontinental Exchange, Inc.

Financial Services
-175
- 6.39%
$136.93 - $162.81 $24K - $28.5K
2.57K $412K
GE
General Electric CO

Industrials
-40
- 2.62%
$156.66 - $189.66 $6.27K - $7.59K
1.49K $279K
GNRC
Generac Holdings Inc.

Industrials
-175
- 6.77%
$133.16 - $159.78 $23.3K - $28K
2.41K $383K
TT
Trane Technologies PLC

Industrials
-2
- 0.23%
$314.21 - $388.71 $628 - $777
858 $333K
BMY
Bristol Myers Squibb CO

Healthcare
-125
- 2.17%
$39.66 - $51.75 $4.96K - $6.47K
5.65K $292K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.07K
- 4.06%
$57.32 - $62.65 $118K - $129K
48.8K $3.04M
SWK
Stanley Black & Decker, Inc.

Industrials
-655
- 13.59%
$77.75 - $110.17 $50.9K - $72.2K
4.16K $458K
CSCO
Cisco Systems, Inc.

Technology
-375
- 2.25%
$44.74 - $53.22 $16.8K - $20K
16.3K $866K
DOCU
Docusign, Inc.

Technology
-1.45K
- 7.0%
$49.73 - $62.53 $72.3K - $90.9K
19.3K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-716
- 2.41%
$75.32 - $84.37 $53.9K - $60.4K
29K $2.42M
PEP
Pepsico Inc

Consumer Defensive
-182
- 0.59%
$161.9 - $179.3 $29.5K - $32.6K
30.7K $5.21M
IWM
Ishares Russell 2000 ETF

ETFs
-957
- 5.02%
$200.87 - $224.6 $192K - $215K
18.1K $4M
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 0.24%
$520.18 - $576.82 $7.8K - $8.65K
6.35K $3.66M
PANW
Palo Alto Networks Inc

Technology
-3
- -0.0%
$294.18 - $368.01 $883 - $1.1K
78.9K $27M
TSLA
Tesla, Inc.

Consumer Cyclical
-677
- 10.6%
$191.76 - $263.26 $130K - $178K
5.71K $1.49M
Activity Summary
Buys All Purchases 80 New Holdings 11 Increased Positions 69 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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