Lyell Wealth Management, LP Portfolio Holdings

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

Lyell Wealth Management, LP has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $82M, Apple Inc. with a value of $46.4M, Amazon Com Inc with a value of $35.5M, Microsoft Corp with a value of $33.4M, and Meta Platforms, Inc. with a value of $29.2M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $1.09B to 1.1B.

Below you can find more details about Lyell Wealth Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Billion
Technology: $437 Million
ETFs: $155 Million
Healthcare: $100 Million
Consumer Cyclical: $98.1 Million
Communication Services: $97.3 Million
Financial Services: $70.3 Million
Industrials: $57.3 Million
Consumer Defensive: $38.1 Million
Other: $39.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$324B
$82 Million 7.44% of portfolio
610,955
Q4 2024 Reduced 2.69%
$3.66T
$46.4 Million 4.21% of portfolio
185,415
Q4 2024 Added 0.24%
$2.33T
$35.5 Million 3.21% of portfolio
161,680
Q4 2024 Added 0.91%
$3.05T
$33.4 Million 3.02% of portfolio
79,191
Q4 2024 Added 0.6%
$1.6T
$29.2 Million 2.64% of portfolio
49,469
Q4 2024 Added 0.69%
$58B
$28.8 Million 2.61% of portfolio
158,186
Q4 2024 Added 100.54%
$204B
$27.6 Million 2.5% of portfolio
26,041
Q4 2024 Reduced 0.49%
$1.11T
$26.3 Million 2.38% of portfolio
138,753
Q4 2024 Reduced 1.09%
$462B
$24.9 Million 2.26% of portfolio
27,179
Q4 2024 Added 0.54%
$54.6B
$23.6 Million 2.14% of portfolio
91,466
Q4 2024 Added 0.59%
$809B
$21.6 Million 1.96% of portfolio
90,055
Q4 2024 Added 0.2%
$326B
$21.5 Million 1.95% of portfolio
64,202
Q4 2024 Added 0.04%
$163B
$19.6 Million 1.78% of portfolio
31,234
Q4 2024 Added 1.63%
$206B
$17.6 Million 1.59% of portfolio
33,709
Q4 2024 Reduced 0.7%
$417B
$17 Million 1.54% of portfolio
43,747
Q4 2024 Added 0.85%
$140B
$16.7 Million 1.52% of portfolio
157,488
Q4 2024 Added 0.19%
$224B
$15.5 Million 1.4% of portfolio
29,768
Q4 2024 Added 1.39%
$44.8B
$15.2 Million 1.38% of portfolio
108,834
Q4 2024 Added 1.93%
$569B
$15.3 Million 1.38% of portfolio
48,337
Q4 2024 Added 0.55%
$82.2B
$13.5 Million 1.22% of portfolio
44,784
Q4 2024 Added 0.63%
$289B
$13.2 Million 1.19% of portfolio
19,024
Q4 2024 Added 5.44%
$451B
$13 Million 1.18% of portfolio
14,563
Q4 2024 Reduced 0.04%
$192B
$12.8 Million 1.16% of portfolio
35,402
Q4 2024 Added 0.15%
$1.07T
$12.2 Million 1.11% of portfolio
61,953
Q4 2024 Added 2.32%
$148B
$12.2 Million 1.11% of portfolio
33,881
Q4 2024 Added 0.09%
$237B
$12.1 Million 1.1% of portfolio
96,300
Q4 2024 Added 1.22%
$41.5B
$11.7 Million 1.06% of portfolio
168,057
Q4 2024 Added 1.8%
$138B
$11.6 Million 1.05% of portfolio
51,169
Q4 2024 Added 2.46%
$52.1B
$11.6 Million 1.05% of portfolio
98,339
Q4 2024 Added 24.27%
$31.1B
$11.3 Million 1.03% of portfolio
83,161
Q4 2024 Added 5.77%
$33.3B
$11.3 Million 1.02% of portfolio
53,526
Q4 2024 Reduced 0.25%
$80.3B
$10.9 Million 0.99% of portfolio
66,971
Q4 2024 Reduced 0.12%
$174B
$10.7 Million 0.97% of portfolio
88,365
Q4 2024 Added 1.29%
$48.3B
$9.83 Million 0.89% of portfolio
55,452
Q4 2024 Added 0.83%
$148B
$9.84 Million 0.89% of portfolio
163,102
Q4 2024 Added 19.83%
$2.02B
$9.52 Million 0.86% of portfolio
568,991
Q4 2024 Added 2.33%
$58.9B
$8.91 Million 0.81% of portfolio
57,730
Q4 2024 Added 0.6%
$38.3B
$8.73 Million 0.79% of portfolio
21,123
Q4 2024 Added 0.34%
$275B
$8.51 Million 0.77% of portfolio
94,146
Q4 2024 Added 13.8%
$201B
$8.36 Million 0.76% of portfolio
18,791
Q4 2024 Reduced 2.71%
$537B
$8.2 Million 0.74% of portfolio
15,578
Q4 2024 Added 3.42%
$149B
$7.78 Million 0.7% of portfolio
34,099
Q4 2024 Reduced 1.1%
$299B
$6.92 Million 0.63% of portfolio
47,753
Q4 2024 Reduced 8.36%
$37.1B
$6.78 Million 0.61% of portfolio
29,977
Q4 2024 Added 52.61%
$226B
$6.5 Million 0.59% of portfolio
57,438
Q4 2024 Reduced 0.47%
$306B
$6.09 Million 0.55% of portfolio
27,607
Q4 2024 Added 2.51%
$141B
$6.02 Million 0.55% of portfolio
14,212
Q4 2024 Reduced 1.36%
$14.1B
$5.96 Million 0.54% of portfolio
47,349
Q4 2024 Added 682.63%
$18B
$5.93 Million 0.54% of portfolio
35,190
Q4 2024 Reduced 22.13%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $1.1 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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