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
$157B
$391,000 0.04% of portfolio
1,503
Q4 2024 Reduced 0.33%
$226B
$418,000 0.04% of portfolio
1,906
Q2 2024 Reduced 2.61%
$33.4B
$438,000 0.04% of portfolio
13,427
Q2 2024 Added 5.08%
$125B
$367,000 0.03% of portfolio
1,107
Q2 2024 Added 6.75%
$82.5B
$316,000 0.03% of portfolio
858
Q3 2024 Reduced 0.23%
$12.8B
$293,000 0.03% of portfolio
3,653
Q4 2024 Reduced 12.25%
$82.5B
$285,000 0.03% of portfolio
2,263
Q2 2024 Reduced 7.75%
$38.7B
$281,000 0.03% of portfolio
1,431
Q4 2024 Reduced 12.26%
$101B
$340,000 0.03% of portfolio
200
Q4 2023 New
$19B
$340,000 0.03% of portfolio
9,149
Q4 2023 Reduced 0.76%
$27.4B
$290,000 0.03% of portfolio
13,599
Q4 2024 Reduced 2.16%
$276B
$328,000 0.03% of portfolio
5,275
Q2 2024 Reduced 15.86%
$337B
$286,000 0.03% of portfolio
1,615
Q4 2024 Reduced 3.35%
$1.59B
$293,000 0.03% of portfolio
4,862
Q3 2024 Added 26.12%
$42.4B
$370,000 0.03% of portfolio
2,054
Q4 2023 New
$93.2B
$382,000 0.03% of portfolio
2,565
Q3 2024 Reduced 6.39%
$224B
$309,000 0.03% of portfolio
541
Q4 2023 New
$127B
$368,000 0.03% of portfolio
7,541
Q4 2024 Reduced 64.86%
$121B
$319,000 0.03% of portfolio
5,645
Q3 2024 Reduced 2.17%
$71.6B
$237,000 0.02% of portfolio
7,589
Q1 2024 New
$66.6B
$236,000 0.02% of portfolio
842
Q1 2024 Reduced 3.44%
$61.5B
$202,000 0.02% of portfolio
10,350
Q3 2024 Reduced 0.82%
$90B
$236,000 0.02% of portfolio
5,580
Q3 2024 New
$243B
$207,000 0.02% of portfolio
590
Q3 2024 New
$44.4B
$274,000 0.02% of portfolio
4,000
Q3 2024 New
$60.4B
$265,000 0.02% of portfolio
3,363
Q4 2024 New
$195B
$236,000 0.02% of portfolio
2,754
Q4 2023 Added 7.83%
$13.5B
$237,000 0.02% of portfolio
13,900
Q2 2020 Reduced 15.24%
$189B
$228,000 0.02% of portfolio
1,488
Q1 2024 Added 5.01%
$17.5B
$215,000 0.02% of portfolio
1,612
Q3 2024 New
$17.8B
$188,000 0.02% of portfolio
40,000
Q2 2024 Added 33.33%
$78.5B
$254,000 0.02% of portfolio
1,002
Q4 2024 Added 4.92%
$224B
$247,000 0.02% of portfolio
1,485
Q3 2024 Reduced 2.62%
$60.8B
$252,000 0.02% of portfolio
9,200
Q3 2024 New
$36.5B
$124,000 0.01% of portfolio
12,607
Q4 2024 Reduced 15.25%

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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