Lyell Wealth Management, Lp Top Holdings and 13F Report (2024) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Lyell Wealth Management, LpInvestment ActivityLyell Wealth Management, Lp has $879.60 million in total holdings as of December 31, 2023.Lyell Wealth Management, Lp owns shares of 195 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 5.57% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Lyell Wealth Management, Lp has purchased 179 new stocks and bought additional shares in 91 stocks.Lyell Wealth Management, Lp sold shares of 59 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $37,037,510Apple $34,281,291Microsoft $28,628,437Workday $24,996,681Amazon.com $23,001,133 Largest New Holdings this Quarter iShares iBonds Dec 2032 Term Corporate ETF $2,259,347 HoldingCharles Schwab $530,654 HoldingIntercontinental Exchange $351,898 HoldingAMETEK $338,684 HoldingMercadoLibre $314,308 Holding Largest Purchases this Quarter Snowflake 19,838 shares (about $3.95M)Apple 12,804 shares (about $2.47M)Trade Desk 31,700 shares (about $2.28M)iShares iBonds Dec 2032 Term Corporate ETF 89,550 shares (about $2.26M)iShares Expanded Tech-Software Sector ETF 4,385 shares (about $1.78M) Largest Sales this Quarter DexCom 14,981 shares (about $1.86M)NVIDIA 1,728 shares (about $855.74K)Deere & Company 2,094 shares (about $837.33K)Intuit 1,229 shares (about $768.16K)iShares MSCI EAFE ETF 9,170 shares (about $690.96K) 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$37,037,510$855,740 ▼-2.3%74,7904.2%Computer and TechnologyAAPLApple$34,281,291$2,465,152 ▲7.7%178,0573.9%Computer and TechnologyMSFTMicrosoft$28,628,437$609,564 ▲2.2%76,1313.3%Computer and TechnologyWDAYWorkday$24,996,681$352,529 ▲1.4%90,5482.8%Computer and TechnologyAMZNAmazon.com$23,001,133$235,051 ▲1.0%151,3832.6%Retail/WholesalePANWPalo Alto Networks$21,298,298$1,362,346 ▲6.8%72,2272.4%Computer and TechnologyGOOGLAlphabet$19,438,841$114,965 ▲0.6%139,1572.2%Computer and TechnologyINTUIntuit$18,539,015$768,162 ▼-4.0%29,6612.1%Computer and TechnologyCOSTCostco Wholesale$17,620,930$164,361 ▲0.9%26,6952.0%Consumer DefensiveNOWServiceNow$17,436,173$416,829 ▼-2.3%24,6802.0%Computer and TechnologyCRMSalesforce$15,948,126$135,780 ▼-0.8%60,6071.8%Computer and TechnologyMETAMeta Platforms$15,927,138$2,832 ▲0.0%44,9971.8%Computer and TechnologyDHID.R. Horton$15,491,017$13,070 ▲0.1%101,9281.8%ConstructionTMOThermo Fisher Scientific$14,809,041$1,421,986 ▲10.6%27,9001.7%MedicalJPMJPMorgan Chase & Co.$14,710,739$149,688 ▲1.0%86,4831.7%FinanceHDHome Depot$14,521,831$577,006 ▲4.1%41,9041.7%Retail/WholesaleASMLASML$12,736,693$446,583 ▲3.6%16,8271.4%Computer and TechnologyADBEAdobe$12,184,958$210,003 ▲1.8%20,4241.4%Computer and TechnologyGOOGAlphabet$11,882,241$368,955 ▲3.2%84,3131.4%Computer and TechnologyISRGIntuitive Surgical$11,371,056$81,978 ▲0.7%33,7061.3%MedicalVVisa$11,187,832$345,226 ▲3.2%42,9721.3%Business ServicesAMDAdvanced Micro Devices$11,137,415$277,131 ▲2.6%75,5541.3%Computer and TechnologyIDXXIDEXX Laboratories$11,089,899$305,278 ▲2.8%19,9801.3%MedicalZTSZoetis$11,011,470$387,240 ▲3.6%55,7911.3%MedicalVEEVVeeva Systems$10,953,040$827,258 ▲8.2%56,8931.2%Computer and TechnologyCDNSCadence Design Systems$10,783,945$145,990 ▼-1.3%39,5931.2%Computer and TechnologyLENLennar$10,652,783$291,075 ▲2.8%71,4761.2%ConstructionHONHoneywell International$10,510,036$52,427 ▲0.5%50,1171.2%Multi-Sector ConglomeratesSMHVanEck Semiconductor ETF$10,199,817$634,079 ▲6.6%58,3281.2%ManufacturingCATCaterpillar$10,190,267$375,797 ▲3.8%34,4651.2%Industrial ProductsSHOPShopify$9,889,795$151,905 ▲1.6%126,9551.1%Computer and TechnologyEXTRExtreme Networks$9,808,122$202,260 ▲2.1%556,0161.1%Computer and TechnologySNOWSnowflake$9,700,653$3,947,762 ▲68.6%48,7471.1%Computer and TechnologySYKStryker$9,571,640$224,595 ▲2.4%31,9631.1%MedicalNKENIKE$9,509,429$108,570 ▲1.2%87,5881.1%Consumer DiscretionarySLBSchlumberger$9,055,376$404,455 ▲4.7%174,0081.0%Oils/EnergyDXCMDexCom$8,721,293$1,858,992 ▼-17.6%70,2821.0%MedicalUNPUnion Pacific$8,462,880$1,018,100 ▲13.7%34,4551.0%TransportationXLEEnergy Select Sector SPDR Fund$8,449,898$263,509 ▼-3.0%100,7861.0%ETFCVXChevron$7,817,625$137,227 ▲1.8%52,4110.9%Oils/EnergyAPHAmphenol$7,796,575$534,013 ▼-6.4%78,6500.9%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,384,125$893,266 ▲13.8%298,2280.8%ETFMSMorgan Stanley$7,377,414$538,241 ▲7.9%79,1140.8%FinanceTTDTrade Desk$7,173,692$2,281,132 ▲46.6%99,6900.8%Computer and TechnologyIBDPiShares iBonds Dec 2024 Term Corporate ETF$7,016,948$313,069 ▼-4.3%281,6920.8%ETFGLDSPDR Gold Shares$6,834,136$272,035 ▼-3.8%35,7490.8%FinanceSPYSPDR S&P 500 ETF Trust$6,712,645$755,250 ▲12.7%14,1230.8%FinanceDLRDigital Realty Trust$6,506,539$699,412 ▲12.0%48,3470.7%FinanceNOCNorthrop Grumman$6,440,670$150,273 ▼-2.3%13,7580.7%AerospaceLMTLockheed Martin$6,136,416$428,765 ▼-6.5%13,5390.7%AerospaceXLIIndustrial Select Sector SPDR Fund$6,114,880$44,798 ▲0.7%53,6440.7%ETFGWREGuidewire Software$6,094,246$283,504 ▼-4.4%55,8900.7%Computer and TechnologyABTAbbott Laboratories$6,093,286$510,177 ▼-7.7%55,3580.7%MedicalIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,029,325$723,262 ▲13.6%252,2730.7%ETFCOPConocoPhillips$5,671,877$160,525 ▲2.9%48,8660.6%EnergyTSMTaiwan Semiconductor Manufacturing$5,617,872$370,656 ▼-6.2%54,0180.6%Computer and TechnologySBUXStarbucks$5,523,359$121,645 ▲2.3%57,5290.6%Retail/WholesaleNFLXNetflix$5,399,012$49,175 ▼-0.9%11,0890.6%Consumer DiscretionaryFCXFreeport-McMoRan$5,266,675$226,004 ▲4.5%123,7180.6%Basic MaterialsTGTTarget$5,222,114$586,628 ▼-10.1%36,6670.6%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$5,175,341$1,146,630 ▲28.5%216,2700.6%ETFDEDeere & Company$5,151,525$837,328 ▼-14.0%12,8830.6%Industrial ProductsPEPPepsiCo$5,078,750$323,547 ▲6.8%29,9030.6%Consumer StaplesMAMastercard$4,846,906$781,374 ▲19.2%11,3640.6%Business ServicesTEAMAtlassian$4,681,798$303,509 ▲6.9%19,6830.5%Computer and TechnologyBLKBlackRock$4,359,576$57,641 ▼-1.3%5,3700.5%FinanceDISWalt Disney$4,145,124$430,503 ▼-9.4%45,9090.5%Consumer DiscretionaryIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,140,950$372,465 ▲9.9%179,4950.5%ETFBHPBHP Group$4,082,274$265,179 ▲6.9%59,7610.5%Basic MaterialsIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,993,475$774,930 ▲24.1%159,1660.5%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$3,733,874$1,652,214 ▲79.4%172,5450.4%ETFDOORDASH INC CL A$3,678,312$173,750 ▲5.0%37,1960.4%StockCCICrown Castle$3,650,371$582,746 ▲19.0%31,6900.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,648,499$40,397 ▲1.1%23,1210.4%ETFBACBank of America$3,623,599$155,118 ▲4.5%107,6210.4%FinancePRCTPROCEPT BioRobotics$3,528,948$489,718 ▼-12.2%84,2030.4%MedicalEQIXEquinix$3,418,075$642,701 ▲23.2%4,2440.4%FinanceUNHUnitedHealth Group$3,343,085$247,441 ▲8.0%6,3500.4%MedicalXLVHealth Care Select Sector SPDR Fund$2,968,038$206,343 ▼-6.5%21,7630.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,935,019$629,685 ▼-17.7%10,5900.3%ETFEFAiShares MSCI EAFE ETF$2,926,669$690,959 ▼-19.1%38,8410.3%FinanceCIThe Cigna Group$2,860,646$46,714 ▼-1.6%9,5530.3%MedicalIWMiShares Russell 2000 ETF$2,843,057$57,804 ▲2.1%14,1650.3%FinanceIBBiShares Biotechnology ETF$2,793,755$187,065 ▼-6.3%20,5650.3%FinanceIVViShares Core S&P 500 ETF$2,599,740$237,860 ▼-8.4%5,4430.3%ETFNETCloudflare$2,553,834$190,832 ▲8.1%30,6730.3%Computer and TechnologyTIPiShares TIPS Bond ETF$2,432,606$278,937 ▼-10.3%22,6310.3%ETFXLKTechnology Select Sector SPDR Fund$2,373,086$1,205,887 ▲103.3%12,3290.3%ETFBRK.BBerkshire Hathaway$2,323,640$91,662 ▲4.1%6,5150.3%FinanceEEMiShares MSCI Emerging Markets ETF$2,310,869$491,165 ▼-17.5%57,4700.3%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,259,347$2,259,347 ▲New Holding89,5500.3%ETFCRVLCorVel$2,215,002$213,837 ▼-8.8%8,9600.3%Business ServicesBALLBall$2,150,673$96,634 ▼-4.3%37,3900.2%Industrial ProductsIGViShares Expanded Tech-Software Sector ETF$2,054,567$1,778,732 ▲644.9%5,0650.2%ETFXBISPDR S&P Biotech ETF$1,850,268$69,914 ▼-3.6%20,7220.2%ETFTSLATesla$1,835,522$32,054 ▼-1.7%7,3870.2%Auto/Tires/TrucksQQQInvesco QQQ$1,830,544$200,664 ▲12.3%4,4700.2%FinanceAVGOBroadcom$1,760,326$60,277 ▲3.5%1,5770.2%Computer and TechnologyBABoeing$1,652,584$206,964 ▼-11.1%6,3400.2%AerospaceOIHVanEck Oil Services ETF$1,651,599$658,968 ▲66.4%5,3360.2%ETFShowing largest 100 holdings. 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