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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Million 1.37% of portfolio
68,495
Q1 2025 Added 9.44%
$106B
$12.2 Million 1.15% of portfolio
42,368
Q1 2025 Added 7.42%
$0
$10.7 Million 1.02% of portfolio
19,217
Q1 2025 Reduced 6.31%
$0
$9.42 Million 0.89% of portfolio
389,449
Q1 2025 Added 7.01%
$0
$8.96 Million 0.85% of portfolio
354,738
Q1 2025 Added 7.17%
$0
$8.88 Million 0.84% of portfolio
353,095
Q1 2025 Reduced 4.84%
$0
$8.66 Million 0.82% of portfolio
364,517
Q1 2025 Added 6.81%
$0
$8.02 Million 0.76% of portfolio
346,703
Q1 2025 Added 5.84%
$0
$7.44 Million 0.7% of portfolio
56,751
Q1 2025 Added 5.58%
$0
$7 Million 0.66% of portfolio
322,208
Q1 2025 Added 6.45%
$0
$6.6 Million 0.62% of portfolio
70,643
Q1 2025 Reduced 27.62%
$0
$5.35 Million 0.51% of portfolio
36,662
Q1 2025 Added 24.2%
$0
$5.37 Million 0.51% of portfolio
214,875
Q1 2025 Added 0.42%
$0
$5.06 Million 0.48% of portfolio
243,975
Q1 2025 Added 2.95%
$0
$3.58 Million 0.34% of portfolio
17,358
Q1 2025 Added 12.66%
$0
$3.46 Million 0.33% of portfolio
6,151
Q1 2025 Reduced 3.16%
$0
$2.69 Million 0.25% of portfolio
24,213
Q1 2025 Reduced 3.36%
$0
$2.5 Million 0.24% of portfolio
42,785
Q1 2025 Reduced 12.3%
$0
$2.47 Million 0.23% of portfolio
23,635
Q1 2025 Added 18.82%
$0
$2.1 Million 0.2% of portfolio
4,489
Q1 2025 Added 5.92%
$0
$2.14 Million 0.2% of portfolio
10,712
Q1 2025 Reduced 22.5%
$0
$2.08 Million 0.2% of portfolio
16,282
Q1 2025 Reduced 28.81%
$0
$2.07 Million 0.2% of portfolio
4,037
Q1 2025 Added 58.07%
$0
$1.85 Million 0.17% of portfolio
37,122
Q1 2025 Added 50.13%
$1.17B
$1.8 Million 0.17% of portfolio
59,795
Q1 2025 Added 20.4%
$0
$1.54 Million 0.15% of portfolio
18,788
Q1 2025 Reduced 13.86%
$0
$1.27 Million 0.12% of portfolio
5,709
Q1 2025 Added 1.91%
$0
$1.23 Million 0.12% of portfolio
3,415
Q4 2024 Added 15.18%
$0
$1.16 Million 0.11% of portfolio
13,667
Q1 2025 Reduced 0.73%
$0
$1.18 Million 0.11% of portfolio
14,528
Q1 2025 Reduced 27.7%
$0
$1.13 Million 0.11% of portfolio
2,111
Q1 2025 Reduced 4.78%
$0
$1.08 Million 0.1% of portfolio
24,780
Q1 2025 Reduced 15.1%
$0
$880,000 0.08% of portfolio
44,526
Q1 2025 Added 82.41%
$0
$690,000 0.07% of portfolio
7,125
Q1 2025 Added 1.79%
$0
$787,000 0.07% of portfolio
28,580
Q1 2025 Added 8.88%
$0
$604,000 0.06% of portfolio
2,727
Q1 2025 Reduced 17.74%
$0
$647,000 0.06% of portfolio
2,469
Q1 2025 Reduced 25.5%
$0
$681,000 0.06% of portfolio
24,379
Q1 2025 Reduced 6.33%
$0
$630,000 0.06% of portfolio
8,335
Q1 2025 Reduced 2.34%
$0
$501,000 0.05% of portfolio
9,815
Q4 2023 Reduced 3.01%
$0
$531,000 0.05% of portfolio
2,057
Q2 2024 Reduced 1.91%
$0
$539,000 0.05% of portfolio
1,963
Q4 2024 Reduced 0.3%
$0
$452,000 0.04% of portfolio
4,750
Q1 2025 Added 8.45%
$0
$467,000 0.04% of portfolio
5,252
Q1 2025 Added 20.35%
$0
$315,000 0.03% of portfolio
3,812
Q1 2025 Reduced 15.02%
$0
$329,000 0.03% of portfolio
1,810
Q4 2024 Added 3.84%
$0
$365,000 0.03% of portfolio
1,150
Q2 2024 Reduced 16.06%
$0
$280,000 0.03% of portfolio
2,835
Q4 2024 Reduced 5.97%
$0
$281,000 0.03% of portfolio
3,696
Q1 2025 Reduced 2.4%

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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