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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$7.92 Million 0.75% of portfolio
33,509
Q1 2025 Reduced 1.73%
$294B
$7.77 Million 0.73% of portfolio
46,458
Q1 2025 Reduced 2.71%
$56.5B
$7.65 Million 0.72% of portfolio
30,081
Q1 2025 Added 216.04%
$2.33B
$7.53 Million 0.71% of portfolio
568,991
Q4 2024 Added 2.33%
$0
$7.44 Million 0.7% of portfolio
56,751
Q1 2025 Added 5.58%
$14.3B
$7.28 Million 0.69% of portfolio
68,902
Q1 2025 Added 45.52%
$0
$7 Million 0.66% of portfolio
322,208
Q1 2025 Added 6.45%
$153B
$6.75 Million 0.64% of portfolio
14,381
Q1 2025 Added 1.19%
$18.8B
$6.59 Million 0.62% of portfolio
35,190
Q4 2024 Reduced 22.13%
$0
$6.6 Million 0.62% of portfolio
70,643
Q1 2025 Reduced 27.62%
$32.7B
$6.43 Million 0.61% of portfolio
74,202
Q1 2025 Added 108.15%
$173B
$6.05 Million 0.57% of portfolio
15,779
Q1 2025 Reduced 16.03%
$53.9B
$5.72 Million 0.54% of portfolio
50,748
Q1 2025 Added 6.71%
$0
$5.35 Million 0.51% of portfolio
36,662
Q1 2025 Added 24.2%
$36.3B
$5.38 Million 0.51% of portfolio
98,339
Q4 2024 Added 24.27%
$65.5B
$5.35 Million 0.51% of portfolio
141,238
Q1 2025 Reduced 0.04%
$48.7B
$5.18 Million 0.49% of portfolio
123,818
Q1 2025 Reduced 18.88%
$0
$5.06 Million 0.48% of portfolio
243,975
Q1 2025 Added 2.95%
$622B
$3.93 Million 0.37% of portfolio
7,375
Q1 2025 Added 10.52%
$221B
$3.82 Million 0.36% of portfolio
38,717
Q1 2025 Added 2.18%
$383B
$3.77 Million 0.36% of portfolio
90,317
Q1 2025 Reduced 0.16%
$32.9B
$3.76 Million 0.35% of portfolio
54,992
Q1 2025 Reduced 9.27%
$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%
$118B
$3.31 Million 0.31% of portfolio
31,487
Q1 2025 Reduced 2.16%
$0
$3.13 Million 0.3% of portfolio
18,096
Q1 2025 Reduced 3.59%
$182B
$3.04 Million 0.29% of portfolio
42,767
Q1 2025 New
$1.62B
$2.84 Million 0.27% of portfolio
25,398
Q4 2024 Added 183.46%
$18.8B
$2.9 Million 0.27% of portfolio
55,684
Q1 2025 Added 0.11%
$113B
$2.78 Million 0.26% of portfolio
16,594
Q1 2025 Reduced 0.12%
$95B
$2.76 Million 0.26% of portfolio
43,451
Q1 2025 Reduced 11.58%
$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%
$452B
$2.19 Million 0.21% of portfolio
18,382
Q1 2025 Reduced 1.47%
$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%
$47.7B
$2.16 Million 0.2% of portfolio
20,691
Q1 2025 Reduced 25.32%
$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%
$738B
$2.02 Million 0.19% of portfolio
2,445
Q1 2025 Reduced 3.44%
$86.8B
$2.05 Million 0.19% of portfolio
3,997
Q1 2025 Reduced 47.18%
$111B
$1.82 Million 0.17% of portfolio
18,594
Q1 2025 Added 7.08%
$0
$1.85 Million 0.17% of portfolio
37,122
Q1 2025 Added 50.13%
$201B
$1.83 Million 0.17% of portfolio
12,221
Q1 2025 Reduced 11.58%
$2.62B
$1.83 Million 0.17% of portfolio
31,440
Q1 2025 Reduced 25.02%
$1.21B
$1.8 Million 0.17% of portfolio
59,795
Q1 2025 Added 20.4%
$85.8B
$1.69 Million 0.16% of portfolio
9,267
Q1 2025 Reduced 17.75%
$79.5B
$1.68 Million 0.16% of portfolio
9,577
Q1 2025 New

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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