Lyell Wealth Management, Lp Top Holdings and 13F Report (2025) About Lyell Wealth Management, LpInvestment ActivityLyell Wealth Management, Lp has $1.07 billion in total holdings as of March 31, 2025.Lyell Wealth Management, Lp owns shares of 202 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Lyell Wealth Management, Lp has purchased 200 new stocks and bought additional shares in 77 stocks.Lyell Wealth Management, Lp sold shares of 70 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $63,876,046Apple $41,361,127Microsoft $32,534,156Amazon.com $31,565,085Meta Platforms $28,968,521 Largest New Holdings this Quarter 172967424 - Citigroup $3,036,029 Holding693475105 - The PNC Financial Services Group $1,683,349 Holding46436E130 - iShares iBonds Dec 2033 Term Corporate ETF $1,434,427 Holding200340107 - Comerica $1,250,655 Holding601137102 - MILLROSE PPTYS INC COM CL A $1,061,964 Holding Largest Purchases this Quarter Quanta Services 20,563 shares (about $5.23M)Citigroup 42,767 shares (about $3.04M)Microsoft 7,477 shares (about $2.81M)Vertiv 38,553 shares (about $2.78M)Toll Brothers 21,553 shares (about $2.28M) Largest Sales this Quarter Energy Select Sector SPDR Fund 26,963 shares (about $2.52M)NVIDIA 21,584 shares (about $2.34M)Lockheed Martin 5,021 shares (about $2.24M)Northrop Grumman 3,570 shares (about $1.83M)Schlumberger 28,823 shares (about $1.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLyell Wealth Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$63,876,046$2,339,275 ▼-3.5%589,3716.0%Computer and TechnologyAAPLApple$41,361,127$174,817 ▲0.4%186,2023.9%Computer and TechnologyMSFTMicrosoft$32,534,156$2,806,779 ▲9.4%86,6683.0%Computer and TechnologyAMZNAmazon.com$31,565,085$803,848 ▲2.6%165,9053.0%Retail/WholesaleMETAMeta Platforms$28,968,521$456,479 ▲1.6%50,2612.7%Computer and TechnologyPANWPalo Alto Networks$27,416,729$423,870 ▲1.6%160,6702.6%Computer and TechnologyCOSTCostco Wholesale$25,992,125$286,574 ▲1.1%27,4822.4%Retail/WholesaleJPMJPMorgan Chase & Co.$23,494,873$1,404,345 ▲6.4%95,7802.2%FinanceGOOGLAlphabet$22,363,524$906,807 ▲4.2%144,6172.1%Computer and TechnologyWDAYWorkday$21,775,972$415,917 ▲1.9%93,2472.0%Computer and TechnologyNOWServiceNow$20,499,013$233,269 ▼-1.1%25,7481.9%Computer and TechnologyINTUIntuit$19,300,776$123,412 ▲0.6%31,4351.8%Computer and TechnologyCRMSalesforce$17,737,985$508,808 ▲3.0%66,0981.7%Computer and TechnologyISRGIntuitive Surgical$17,080,376$385,320 ▲2.3%34,4871.6%MedicalVVisa$17,063,293$123,012 ▲0.7%48,6881.6%Business ServicesHDHome Depot$16,270,739$237,853 ▲1.5%44,3961.5%Retail/WholesaleTMOThermo Fisher Scientific$15,316,646$504,069 ▲3.4%30,7811.4%MedicalSHOPShopify$15,301,434$264,480 ▲1.8%160,2581.4%Computer and TechnologyNFLXNetflix$14,690,145$1,109,711 ▲8.2%15,7531.4%Consumer DiscretionarySMHVanEck Semiconductor ETF$14,484,638$1,249,153 ▲9.4%68,4951.4%ManufacturingGOOGAlphabet$14,209,886$1,034,867 ▲7.9%90,9551.3%Computer and TechnologyDHID.R. Horton$14,110,413$274,347 ▲2.0%110,9921.3%ConstructionSYKStryker$13,825,561$1,213,520 ▲9.6%37,1411.3%MedicalASMLASML$12,910,020$304,147 ▲2.4%19,4831.2%Computer and TechnologyUBERUber Technologies$12,849,954$966,342 ▲8.1%176,3651.2%Computer and TechnologyAPHAmphenol$12,466,626$1,443,767 ▲13.1%190,0691.2%Computer and TechnologyVEEVVeeva Systems$12,425,791$27,564 ▲0.2%53,6451.2%MedicalGLDSPDR Gold Shares$12,207,916$843,386 ▲7.4%42,3681.1%FinanceCDNSCadence Design Systems$12,203,262$813,347 ▲7.1%47,9821.1%Computer and TechnologyMSMorgan Stanley$12,060,246$824,970 ▲7.3%103,3711.1%FinanceCATCaterpillar$11,845,756$170,177 ▲1.5%35,9181.1%IndustrialsZTSZoetis$11,093,458$66,683 ▲0.6%67,3761.0%MedicalHONHoneywell International$10,959,121$124,085 ▲1.1%51,7551.0%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$10,750,058$724,428 ▼-6.3%19,2171.0%FinanceTSMTaiwan Semiconductor Manufacturing$10,749,330$465,132 ▲4.5%64,7551.0%Computer and TechnologyLENLennar$9,559,452$14,233 ▲0.1%83,2850.9%ConstructionIDXXIDEXX Laboratories$9,434,177$563,573 ▲6.4%22,4650.9%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$9,416,877$617,267 ▲7.0%389,4490.9%ETFAMDAdvanced Micro Devices$9,322,319$243,699 ▲2.7%90,7370.9%Computer and TechnologyMAMastercard$9,285,126$746,537 ▲8.7%16,9400.9%Business ServicesWMTWalmart$9,131,301$866,224 ▲10.5%104,0130.9%Retail/WholesaleIBDTiShares iBonds Dec 2028 Term Corporate ETF$8,960,682$599,167 ▲7.2%354,7380.8%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,880,339$451,216 ▼-4.8%353,0950.8%ETFSNOWSnowflake$8,869,720$431,903 ▲5.1%60,6850.8%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$8,824,957$562,761 ▲6.8%364,5170.8%ETFBRBroadridge Financial Solutions$8,728,802$1,460,579 ▲20.1%36,0010.8%Business ServicesDLRDigital Realty Trust$8,305,390$359,659 ▲4.5%57,9620.8%FinanceTMUST-Mobile US$8,119,453$756,390 ▲10.3%30,4430.8%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$8,019,240$442,361 ▲5.8%346,7030.7%ETFABTAbbott Laboratories$7,975,926$356,826 ▲4.7%60,1280.7%MedicalUNPUnion Pacific$7,916,095$139,380 ▼-1.7%33,5090.7%TransportationCVXChevron$7,771,959$216,641 ▼-2.7%46,4580.7%EnergyPWRQuanta Services$7,645,989$5,226,704 ▲216.0%30,0810.7%ConstructionEXTRExtreme Networks$7,527,7510.0%568,9910.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$7,438,354$392,948 ▲5.6%56,7510.7%ETFTOLToll Brothers$7,275,362$2,275,781 ▲45.5%68,9020.7%ConstructionIBDViShares iBonds Dec 2030 Term Corporate ETF$6,998,358$424,300 ▲6.5%322,2080.7%ETFBLACKROCK INC COM$6,881,723$1,610,878 ▲30.6%7,2710.6%StockDEDeere & Company$6,749,722$79,320 ▲1.2%14,3810.6%IndustrialsXLEEnergy Select Sector SPDR Fund$6,601,612$2,519,701 ▼-27.6%70,6430.6%ETFGWREGuidewire Software$6,593,1980.0%35,1900.6%Computer and TechnologyADBEAdobe$6,051,720$1,155,192 ▼-16.0%15,7790.6%Computer and TechnologyNETCloudflare$5,718,792$359,481 ▲6.7%50,7480.5%Computer and TechnologyTTDTrade Desk$5,381,1100.0%98,3390.5%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$5,369,726$22,491 ▲0.4%214,8750.5%ETFVRTVertiv$5,357,385$2,783,527 ▲108.1%74,2020.5%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$5,352,961$1,043,084 ▲24.2%36,6620.5%ETFFCXFreeport-McMoRan$5,347,271$2,385 ▼0.0%141,2380.5%Basic MaterialsSLBSchlumberger$5,175,592$1,204,801 ▼-18.9%123,8180.5%EnergyIBDWiShares iBonds Dec 2031 Term Corporate ETF$5,062,481$145,250 ▲3.0%243,9750.5%ETFBRK.BBerkshire Hathaway$3,927,778$373,871 ▲10.5%7,3750.4%FinanceDISWalt Disney$3,821,368$81,625 ▲2.2%38,7170.4%Consumer DiscretionaryBACBank of America$3,768,928$6,009 ▼-0.2%90,3170.4%FinanceDXCMDexCom$3,755,404$383,858 ▼-9.3%54,9920.4%MedicalXLKTechnology Select Sector SPDR Fund$3,584,069$402,635 ▲12.7%17,3580.3%ETFIVViShares Core S&P 500 ETF$3,456,247$112,942 ▼-3.2%6,1510.3%ETFCOPConocoPhillips$3,306,765$73,094 ▼-2.2%31,4870.3%EnergyRSPInvesco S&P 500 Equal Weight ETF$3,134,749$116,583 ▼-3.6%18,0960.3%ETFCCitigroup$3,036,029$3,036,029 ▲New Holding42,7670.3%FinanceBALLBall$2,899,466$3,124 ▲0.1%55,6840.3%IndustrialsCRVLCorVel$2,843,8140.0%25,3980.3%Business ServicesAVGOBroadcom$2,778,384$3,349 ▼-0.1%16,5940.3%Computer and TechnologyNKENIKE$2,758,269$361,138 ▼-11.6%43,4510.3%Consumer DiscretionaryTIPiShares TIPS Bond ETF$2,689,822$93,427 ▼-3.4%24,2130.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,496,505$350,100 ▼-12.3%42,7850.2%ETFIJRiShares Core S&P Small-Cap ETF$2,471,538$391,514 ▲18.8%23,6350.2%ETFXOMExxon Mobil$2,186,171$32,706 ▼-1.5%18,3820.2%EnergyCCICrown Castle$2,156,580$731,263 ▼-25.3%20,6910.2%FinanceIWMiShares Russell 2000 ETF$2,136,877$620,397 ▼-22.5%10,7120.2%FinanceQQQInvesco QQQ$2,105,018$117,701 ▲5.9%4,4890.2%FinanceIBBiShares Biotechnology ETF$2,082,476$842,864 ▼-28.8%16,2820.2%FinanceVOOVanguard S&P 500 ETF$2,074,803$762,183 ▲58.1%4,0370.2%ETFNOCNorthrop Grumman$2,046,528$1,827,897 ▼-47.2%3,9970.2%AerospaceLLYEli Lilly and Company$2,019,350$71,854 ▼-3.4%2,4450.2%MedicalXLFFinancial Select Sector SPDR Fund$1,849,067$617,402 ▲50.1%37,1220.2%ETFPEPPepsiCo$1,832,417$240,054 ▼-11.6%12,2210.2%Consumer StaplesPRCTPROCEPT BioRobotics$1,831,694$611,147 ▼-25.0%31,4400.2%MedicalSBUXStarbucks$1,823,885$120,553 ▲7.1%18,5940.2%Retail/WholesaleOUNZVan Eck Merk Gold Trust$1,802,221$305,318 ▲20.4%59,7950.2%ETFDOORDASH INC CL A$1,693,730$365,540 ▼-17.8%9,2670.2%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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