Lyell Wealth Management, LP Sells in Q1 2025

Lyell Wealth Management, LP

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-21.6K
- 3.53%
$106.98 - $149.43 $2.31M - $3.23M
589K $63.9M
NOW
Service Now, Inc.

Technology
-293
- 1.13%
$783.83 - $1170.39 $230K - $343K
25.7K $20.5M
LMT
Lockheed Martin Corp

Industrials
-5.02K
- 64.52%
$423.19 - $506.29 $2.12M - $2.54M
2.76K $1.23M
ADBE
Adobe Inc.

Technology
-3.01K
- 16.03%
$377.84 - $464.11 $1.14M - $1.4M
15.8K $6.05M
XLE
Energy Sector Spdr

ETFs
-27K
- 27.62%
$85.7 - $93.96 $2.31M - $2.53M
70.6K $6.6M
PRCT
Procept Bio Robotics Corp

Healthcare
-10.5K
- 25.02%
$56.03 - $88.57 $588K - $929K
31.4K $1.83M
NOC
Northrop Grumman Corp

Industrials
-3.57K
- 47.18%
$433.45 - $513.82 $1.55M - $1.83M
4K $2.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.3K
- 6.31%
$551.42 - $612.93 $714K - $794K
19.2K $10.7M
UNH
Unitedhealth Group Inc

Healthcare
-2.22K
- 65.62%
$461.52 - $548.18 $1.02M - $1.21M
1.16K $608K
AVGO
Broadcom Inc.

Technology
-20
- 0.12%
$167.43 - $244.7 $3.35K - $4.89K
16.6K $2.78M
DXCM
Dexcom Inc

Healthcare
-5.62K
- 9.27%
$67.74 - $90.75 $381K - $510K
55K $3.76M
IBB
Ishares Biotechnology ETF

ETFs
-6.59K
- 28.81%
$127.9 - $140.56 $843K - $926K
16.3K $2.08M
IWM
Ishares Russell 2000 ETF

ETFs
-3.11K
- 22.5%
$198.1 - $229.79 $616K - $715K
10.7K $2.14M
TSLA
Tesla, Inc.

Consumer Cyclical
-523
- 11.26%
$222.15 - $428.22 $116K - $224K
4.12K $1.07M
SLB
Schlumberger Limited

Energy
-28.8K
- 18.88%
$38.4 - $43.74 $1.11M - $1.26M
124K $5.18M
TGT
Target Corp

Consumer Defensive
-2.95K
- 27.11%
$103.65 - $142.5 $306K - $421K
7.94K $828K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-5.57K
- 27.7%
$81.1 - $94.7 $451K - $527K
14.5K $1.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6K
- 12.3%
$57.21 - $65.8 $343K - $395K
42.8K $2.5M
CI
Cigna Corp

Healthcare
-1.9K
- 63.09%
$274.49 - $329.0 $523K - $626K
1.11K $366K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-17.9K
- 4.84%
$25.05 - $25.16 $449K - $451K
353K $8.88M
CCI
Crown Castle International Corp

Real Estate
-7.02K
- 25.32%
$84.33 - $106.39 $592K - $746K
20.7K $2.16M
IVV
Ishares Core S&P 500 ETF

ETFs
-201
- 3.16%
$554.06 - $615.85 $111K - $124K
6.15K $3.46M
PEP
Pepsico Inc

Consumer Defensive
-1.6K
- 11.58%
$142.64 - $156.42 $228K - $250K
12.2K $1.83M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-845
- 25.5%
$246.3 - $299.62 $208K - $253K
2.47K $647K
EQIX
Equinix Inc

Real Estate
-89
- 6.75%
$803.0 - $959.97 $71.5K - $85.4K
1.23K $1M
BAC
Bank Of America Corp

Financial Services
-144
- 0.16%
$39.61 - $47.74 $5.7K - $6.87K
90.3K $3.77M
RHI
Robert Half International Inc.

Industrials
-1.74K
- 25.01%
$51.96 - $71.3 $90.3K - $124K
5.21K $284K
DASH
Door Dash, Inc.

Communication Services
-2K
- 17.75%
$168.37 - $213.38 $337K - $427K
9.27K $1.69M
TWLO
Twilio Inc

Communication Services
-1.42K
- 26.55%
$94.9 - $148.35 $134K - $210K
3.92K $383K
VB
Vanguard Small Cap ETF

ETFs
-588
- 17.74%
$217.89 - $252.64 $128K - $149K
2.73K $604K
A
Agilent Technologies, Inc.

Healthcare
-292
- 3.72%
$116.69 - $152.6 $34.1K - $44.6K
7.55K $883K
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 17.5%
$83.01 - $101.02 $97.5K - $119K
5.54K $497K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-673
- 3.59%
$169.43 - $182.84 $114K - $123K
18.1K $3.13M
AXP
American Express CO

Financial Services
-100
- 2.32%
$255.39 - $325.87 $25.5K - $32.6K
4.21K $1.13M
EEM
Ishares Msci Emerging Markets

ETFs
-4.41K
- 15.1%
$40.81 - $45.34 $180K - $200K
24.8K $1.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-106
- 4.78%
$522.96 - $601.18 $55.4K - $63.7K
2.11K $1.13M
BHP
Bhp Group LTD

Basic Materials
-2.76K
- 36.56%
$48.18 - $52.11 $133K - $144K
4.78K $232K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.02K
- 13.86%
$74.85 - $84.89 $226K - $257K
18.8K $1.54M
ETN
Eaton Corp PLC

Industrials
-162
- 14.63%
$271.83 - $371.23 $44K - $60.1K
945 $256K
HPQ
Hp Inc

Technology
-1.3K
- 9.66%
$27.69 - $34.72 $35.9K - $45K
12.1K $335K
HPE
Hewlett Packard Enterprise CO

Technology
-1.3K
- 9.54%
$14.77 - $24.42 $19.2K - $31.7K
12.3K $189K
PG
Procter & Gamble CO

Consumer Defensive
-575
- 12.96%
$158.56 - $176.26 $91.2K - $101K
3.86K $657K
SWK
Stanley Black & Decker, Inc.

Industrials
-765
- 20.94%
$76.43 - $90.41 $58.5K - $69.2K
2.89K $222K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-249
- 5.12%
$47.79 - $59.89 $11.9K - $14.9K
4.61K $231K
IQV
Iqvia Holdings Inc.

Healthcare
-176
- 12.3%
$176.3 - $209.96 $31K - $37K
1.26K $221K
IWR
Ishares Russell Mid Cap ETF

ETFs
-100
- 0.73%
$82.81 - $92.93 $8.28K - $9.29K
13.7K $1.16M
KEYS
Keysight Technologies, Inc.

Technology
-76
- 1.94%
$148.16 - $185.11 $11.3K - $14.1K
3.85K $576K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-674
- 15.02%
$81.83 - $82.73 $55.2K - $55.8K
3.81K $315K
FCX
Freeport Mcmoran Inc

Basic Materials
-63
- 0.04%
$34.5 - $43.01 $2.17K - $2.71K
141K $5.35M
Activity Summary
Buys All Purchases 86 New Holdings 9 Increased Positions 77 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email