Lyell Wealth Management, LP Portfolio Holdings

Lyell Wealth Management, LP

  • $1.06 Billion
  • Q1 2025

Lyell Wealth Management, LP has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $63.9M, Apple Inc. with a value of $41.4M, Microsoft Corp with a value of $32.5M, Amazon Com Inc with a value of $31.6M, and Meta Platforms, Inc. with a value of $29M.

Examining the 13F form we can see an decrease of $45.1M in the current position value, from $1.1B to 1.06B.

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

Portfolio value $1.06 Billion
Technology: $388 Million
ETFs: $155 Million
Healthcare: $100 Million
Communication Services: $94.2 Million
Consumer Cyclical: $90.5 Million
Financial Services: $81.9 Million
Industrials: $60.1 Million
Consumer Defensive: $38.8 Million
Other: $37.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$63.9 Million 6.04% of portfolio
589,371
Q1 2025 Reduced 3.53%
$3.39T
$41.4 Million 3.91% of portfolio
186,202
Q1 2025 Added 0.42%
$3.75T
$32.5 Million 3.07% of portfolio
86,668
Q1 2025 Added 9.44%
$2.27T
$31.6 Million 2.98% of portfolio
165,905
Q1 2025 Added 2.61%
$1.62T
$29 Million 2.74% of portfolio
50,261
Q1 2025 Added 1.6%
$61.7B
$27.4 Million 2.59% of portfolio
160,670
Q1 2025 Added 1.57%
$435B
$26 Million 2.46% of portfolio
27,482
Q1 2025 Added 1.11%
$831B
$23.5 Million 2.22% of portfolio
95,780
Q1 2025 Added 6.36%
$1.07T
$22.4 Million 2.11% of portfolio
144,617
Q1 2025 Added 4.23%
$48.3B
$21.8 Million 2.06% of portfolio
93,247
Q1 2025 Added 1.95%
$205B
$20.5 Million 1.94% of portfolio
25,748
Q1 2025 Reduced 1.13%
$217B
$19.3 Million 1.82% of portfolio
31,435
Q1 2025 Added 0.64%
$271B
$17.7 Million 1.68% of portfolio
66,098
Q1 2025 Added 2.95%
$585B
$17.1 Million 1.61% of portfolio
48,688
Q1 2025 Added 0.73%
$187B
$17.1 Million 1.61% of portfolio
34,487
Q1 2025 Added 2.31%
$380B
$16.3 Million 1.54% of portfolio
44,396
Q1 2025 Added 1.48%
$165B
$15.3 Million 1.45% of portfolio
30,781
Q1 2025 Added 3.4%
$573B
$14.7 Million 1.39% of portfolio
15,753
Q1 2025 Added 8.17%
$1.08T
$14.2 Million 1.34% of portfolio
90,955
Q1 2025 Added 7.85%
$48.1B
$14.1 Million 1.33% of portfolio
110,992
Q1 2025 Added 1.98%
$148B
$13.8 Million 1.31% of portfolio
37,141
Q1 2025 Added 9.62%
$318B
$12.9 Million 1.22% of portfolio
19,483
Q1 2025 Added 2.41%
$191B
$12.8 Million 1.21% of portfolio
176,365
Q1 2025 Added 8.13%
$58.4B
$12.5 Million 1.18% of portfolio
190,069
Q1 2025 Added 13.1%
$40B
$12.4 Million 1.17% of portfolio
53,645
Q1 2025 Added 0.22%
$88.6B
$12.2 Million 1.15% of portfolio
47,982
Q1 2025 Added 7.14%
$240B
$12.1 Million 1.14% of portfolio
103,371
Q1 2025 Added 7.34%
$212B
$11.8 Million 1.12% of portfolio
35,918
Q1 2025 Added 1.46%
$74.1B
$11.1 Million 1.05% of portfolio
67,376
Q1 2025 Added 0.6%
$160B
$11 Million 1.04% of portfolio
51,755
Q1 2025 Added 1.15%
$1.2T
$10.7 Million 1.02% of portfolio
64,755
Q1 2025 Added 4.52%
$29.4B
$9.56 Million 0.9% of portfolio
83,285
Q1 2025 Added 0.15%
$45B
$9.43 Million 0.89% of portfolio
22,465
Q1 2025 Added 6.35%
$539B
$9.29 Million 0.88% of portfolio
16,940
Q1 2025 Added 8.74%
$223B
$9.32 Million 0.88% of portfolio
90,737
Q1 2025 Added 2.68%
$263B
$9.13 Million 0.86% of portfolio
104,013
Q1 2025 Added 10.48%
$71B
$8.87 Million 0.84% of portfolio
60,685
Q1 2025 Added 5.12%
$36.9B
$8.73 Million 0.82% of portfolio
36,001
Q1 2025 Added 20.1%
$49.2B
$8.31 Million 0.78% of portfolio
57,962
Q1 2025 Added 4.53%
$289B
$8.12 Million 0.77% of portfolio
30,443
Q1 2025 Added 10.27%
$233B
$7.98 Million 0.75% of portfolio
60,128
Q1 2025 Added 4.68%
$145B
$7.92 Million 0.75% of portfolio
33,509
Q1 2025 Reduced 1.73%
$300B
$7.77 Million 0.73% of portfolio
46,458
Q1 2025 Reduced 2.71%
$54.7B
$7.65 Million 0.72% of portfolio
30,081
Q1 2025 Added 216.04%
$2.38B
$7.53 Million 0.71% of portfolio
568,991
Q4 2024 Added 2.33%
$13.8B
$7.28 Million 0.69% of portfolio
68,902
Q1 2025 Added 45.52%
$154B
$6.75 Million 0.64% of portfolio
14,381
Q1 2025 Added 1.19%
$19.4B
$6.59 Million 0.62% of portfolio
35,190
Q4 2024 Reduced 22.13%
$32.7B
$6.43 Million 0.61% of portfolio
74,202
Q1 2025 Added 108.15%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $1.06 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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