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
$174B
$6.05 Million 0.57% of portfolio
15,779
Q1 2025 Reduced 16.03%
$54.8B
$5.72 Million 0.54% of portfolio
50,748
Q1 2025 Added 6.71%
$33.6B
$5.38 Million 0.51% of portfolio
98,339
Q4 2024 Added 24.27%
$65.2B
$5.35 Million 0.51% of portfolio
141,238
Q1 2025 Reduced 0.04%
$51.4B
$5.18 Million 0.49% of portfolio
123,818
Q1 2025 Reduced 18.88%
$631B
$3.93 Million 0.37% of portfolio
7,375
Q1 2025 Added 10.52%
$220B
$3.82 Million 0.36% of portfolio
38,717
Q1 2025 Added 2.18%
$376B
$3.77 Million 0.36% of portfolio
90,317
Q1 2025 Reduced 0.16%
$32.8B
$3.76 Million 0.35% of portfolio
54,992
Q1 2025 Reduced 9.27%
$120B
$3.31 Million 0.31% of portfolio
31,487
Q1 2025 Reduced 2.16%
$166B
$3.04 Million 0.29% of portfolio
42,767
Q1 2025 New
$1.74B
$2.84 Million 0.27% of portfolio
25,398
Q4 2024 Added 183.46%
$18.5B
$2.9 Million 0.27% of portfolio
55,684
Q1 2025 Added 0.11%
$113B
$2.78 Million 0.26% of portfolio
16,594
Q1 2025 Reduced 0.12%
$92.7B
$2.76 Million 0.26% of portfolio
43,451
Q1 2025 Reduced 11.58%
$474B
$2.19 Million 0.21% of portfolio
18,382
Q1 2025 Reduced 1.47%
$748B
$2.02 Million 0.19% of portfolio
2,445
Q1 2025 Reduced 3.44%
$78.2B
$2.05 Million 0.19% of portfolio
3,997
Q1 2025 Reduced 47.18%
$108B
$1.82 Million 0.17% of portfolio
18,594
Q1 2025 Added 7.08%
$185B
$1.83 Million 0.17% of portfolio
12,221
Q1 2025 Reduced 11.58%
$2.61B
$1.83 Million 0.17% of portfolio
31,440
Q1 2025 Reduced 25.02%
$88.1B
$1.69 Million 0.16% of portfolio
9,267
Q1 2025 Reduced 17.75%
$79.2B
$1.68 Million 0.16% of portfolio
9,577
Q1 2025 New
$140B
$1.22 Million 0.12% of portfolio
5,243
Q1 2025 Added 21.2%
$8.22B
$1.25 Million 0.12% of portfolio
21,176
Q1 2025 New
$121B
$1.23 Million 0.12% of portfolio
2,761
Q1 2025 Reduced 64.52%
$237B
$1.13 Million 0.11% of portfolio
4,205
Q1 2025 Reduced 2.32%
$133B
$1.07 Million 0.1% of portfolio
12,342
Q1 2025 Reduced 4.67%
$409B
$1.06 Million 0.1% of portfolio
6,405
Q1 2025 Reduced 13.9%
$934B
$1.07 Million 0.1% of portfolio
4,121
Q1 2025 Reduced 11.26%
$69.6B
$1 Million 0.09% of portfolio
1,230
Q1 2025 Reduced 6.75%
$284B
$985,000 0.09% of portfolio
15,977
Q1 2025 Reduced 1.84%
$70.1B
$809,000 0.08% of portfolio
27,508
Q1 2024 Added 0.6%
$142B
$810,000 0.08% of portfolio
7,230
Q1 2024 Reduced 0.21%
$47.1B
$828,000 0.08% of portfolio
7,935
Q1 2025 Reduced 27.11%
$35.9B
$883,000 0.08% of portfolio
7,553
Q1 2025 Reduced 3.72%
$215B
$824,000 0.08% of portfolio
6,228
Q1 2025 Reduced 3.59%
$38.7B
$773,000 0.07% of portfolio
3,856
Q4 2024 Reduced 1.78%
$373B
$657,000 0.06% of portfolio
3,861
Q1 2025 Reduced 12.96%
$283B
$608,000 0.06% of portfolio
1,161
Q1 2025 Reduced 65.62%
$57.6B
$679,000 0.06% of portfolio
1,404
Q2 2023 Reduced 2.84%
$168B
$603,000 0.06% of portfolio
7,713
Q4 2023 New
$177B
$553,000 0.05% of portfolio
2,846
Q2 2024 Reduced 2.6%
$57.3B
$528,000 0.05% of portfolio
1,005
Q1 2024 Added 0.5%
$636B
$549,000 0.05% of portfolio
3,927
Q1 2024 Reduced 10.69%
$212B
$497,000 0.05% of portfolio
5,539
Q1 2025 Reduced 17.5%
$29.3B
$576,000 0.05% of portfolio
3,846
Q1 2025 Reduced 1.94%
$125B
$390,000 0.04% of portfolio
200
Q4 2023 New
$159B
$463,000 0.04% of portfolio
1,489
Q1 2025 Reduced 0.93%

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
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