Lyell Wealth Management, LP has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $76.2M, Apple Inc. with a value of $43.1M, Microsoft Corp with a value of $33.9M, Amazon Com Inc with a value of $29.9M, and Meta Platforms, Inc. with a value of $28.1M.
Examining the 13F form we can see an increase of $46M in the current position value, from $1.04B to 1.09B.
Below you can find more details about Lyell Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.09 Billion
Technology: $409 Million
ETFs: $159 Million
Healthcare: $114 Million
Consumer Cyclical: $98.5 Million
Communication Services: $90.5 Million
Financial Services: $62 Million
Industrials: $56.7 Million
Consumer Defensive: $42.4 Million
Other: $49 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
