Lyell Wealth Management, LP Portfolio Holdings

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$7.78 Million 0.7% of portfolio
34,099
Q4 2024 Reduced 1.1%
$0
$7.47 Million 0.68% of portfolio
327,578
Q4 2024 Added 7.08%
$0
$7.08 Million 0.64% of portfolio
53,753
Q4 2024 Reduced 0.08%
$322B
$6.92 Million 0.63% of portfolio
47,753
Q4 2024 Reduced 8.36%
$36B
$6.78 Million 0.61% of portfolio
29,977
Q4 2024 Added 52.61%
$0
$6.47 Million 0.59% of portfolio
302,673
Q4 2024 Added 12.7%
$221B
$6.5 Million 0.59% of portfolio
57,438
Q4 2024 Reduced 0.47%
$318B
$6.09 Million 0.55% of portfolio
27,607
Q4 2024 Added 2.51%
$143B
$6.02 Million 0.55% of portfolio
14,212
Q4 2024 Reduced 1.36%
$12B
$5.96 Million 0.54% of portfolio
47,349
Q4 2024 Added 682.63%
$16.1B
$5.93 Million 0.54% of portfolio
35,190
Q4 2024 Reduced 22.13%
$58.1B
$5.85 Million 0.53% of portfolio
152,641
Q4 2024 Reduced 28.42%
$57.5B
$5.38 Million 0.49% of portfolio
141,301
Q4 2024 Reduced 5.82%
$0
$5.26 Million 0.48% of portfolio
213,975
Q4 2024 Added 8.36%
$33.7B
$5.12 Million 0.46% of portfolio
47,558
Q4 2024 Added 18.11%
$0
$4.82 Million 0.44% of portfolio
236,975
Q4 2024 Added 42.93%
$181B
$4.22 Million 0.38% of portfolio
37,890
Q4 2024 Reduced 10.03%
$0
$4.06 Million 0.37% of portfolio
29,518
Q4 2024 Reduced 7.67%
$341B
$3.98 Million 0.36% of portfolio
90,461
Q4 2024 Reduced 0.17%
$77.6B
$3.85 Million 0.35% of portfolio
16,614
Q4 2024 Added 0.02%
$0
$3.74 Million 0.34% of portfolio
6,352
Q3 2024 Reduced 0.24%
$115B
$3.78 Million 0.34% of portfolio
7,782
Q4 2024 Reduced 18.76%
$85.6B
$3.72 Million 0.34% of portfolio
49,140
Q4 2024 Reduced 13.78%
$75.5B
$3.55 Million 0.32% of portfolio
7,567
Q4 2024 Reduced 20.94%
$0
$3.58 Million 0.32% of portfolio
15,408
Q4 2024 Added 11.35%
$2.59B
$3.38 Million 0.31% of portfolio
41,930
Q4 2024 Reduced 15.6%
$0
$3.29 Million 0.3% of portfolio
18,769
Q4 2024 Reduced 3.63%
$130B
$3.19 Million 0.29% of portfolio
32,183
Q4 2024 Reduced 31.18%
$0
$3.04 Million 0.28% of portfolio
48,785
Q4 2024 Added 0.02%
$16.2B
$3.05 Million 0.28% of portfolio
55,624
Q4 2024 Added 1.75%
$0
$3.05 Million 0.28% of portfolio
13,822
Q4 2024 Reduced 23.66%
$32.7B
$3.09 Million 0.28% of portfolio
35,649
Q4 2024 Added 133.46%
$38.4B
$3.01 Million 0.27% of portfolio
9,518
Q4 2024 New
$0
$3.02 Million 0.27% of portfolio
22,872
Q4 2024 Added 2.68%
$688B
$3.02 Million 0.27% of portfolio
6,673
Q4 2024 Added 2.76%
$1.88B
$2.83 Million 0.26% of portfolio
25,398
Q4 2024 Added 183.46%
$0
$2.67 Million 0.24% of portfolio
25,054
Q4 2024 Reduced 4.98%
$46.1B
$2.51 Million 0.23% of portfolio
27,707
Q4 2024 Reduced 31.32%
$0
$2.29 Million 0.21% of portfolio
19,891
Q4 2024 Added 175.88%
$0
$2.17 Million 0.2% of portfolio
4,238
Q4 2024 Reduced 4.05%
$200B
$2.1 Million 0.19% of portfolio
13,822
Q4 2024 Reduced 54.91%
$481B
$2.01 Million 0.18% of portfolio
18,657
Q4 2024 Added 11.95%
$796B
$1.95 Million 0.18% of portfolio
2,532
Q4 2024 Added 2.06%
$68.2B
$1.89 Million 0.17% of portfolio
11,267
Q3 2024 Reduced 29.85%
$785B
$1.88 Million 0.17% of portfolio
4,644
Q4 2024 Reduced 18.7%
$0
$1.81 Million 0.16% of portfolio
20,094
Q4 2024 Reduced 4.62%
$483B
$1.71 Million 0.15% of portfolio
3,377
Q4 2024 Reduced 59.22%
$0
$1.65 Million 0.15% of portfolio
21,810
Q4 2024 Reduced 24.67%
$114B
$1.58 Million 0.14% of portfolio
17,365
Q4 2024 Reduced 8.05%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $1.1 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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