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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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