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 Market Cap. of $200 Billions or more
