Lyell-Wealth-Management-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "GRAB", null, null, null, null, null, null, null, null, null, null, "SNOW", "MU", "ACN", "ABT", "ABBV", "ADBE", "A", "PAA", "GOOGL", "PRCT", null, "AXP", "TEAM", "ASML", "BLK", "CAT", "AVGO", "LOW", null, "CCI", null, "FCX", "GILD", "HON", "HD", "HPQ", "INTU", "UNP", "QCOM", "ISRG", "LEN", null, "ICE", "META", "IJH", "SWK", "IQV", null, "KMI", "LRCX", null, "PWR", "MA", "AESI", "MSFT", "MS", "TMUS", "EQIX", "GE", "GWRE", "RHI", null, "AMP", "IJR", "ORCL", "NOC", "DASH", null, "EEM", "IWF", "PANW", "PEP", "PNC", "IJK", null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "HPE", "ENB", "PLTR", "LMT", "PG", "MRK", null, "KEYS", null, "AMGN", null, "IEFA", null, null, "NOW", "SHOP", "SLB", "RTX", "GLD", null, null, "IBM", "SYK", "SBUX", "CI", "TXN", "TGT", "TMO", "TFC", "TWLO", "UBER", "UPS", "VO", "RCL", "SCHW", null, "IWV", "VIG", "TRGP", "TSM", null, null, "TT", "VRT", "TOL", "AXON", "APH", "AMD", "F", "IWR", "EXTR", "IDXX", "DHI", "AMZN", "DKNG", "VB", "VOO", "VEEV", "V", "WMT", "WDAY", "FLR", "SCHD", "ET", "SCHF", "NSC", "JCI", "TTD", "TRMB", "TCOM", "CRM", "RDDT", null, null, "MELI", "FDX", "AME", null, null, "AZO", "BALL", "BAC", "BRK-B", "BHP", "BMY", "BR", "CDNS", "CVX", "CMG", "CSCO", "NET", "C", "KO", "CMA", "COP", "CRVL", "COST", "CSX", "DE", "DXCM", "DLR", "RSP", "EFA", "NKE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 202
- Total Value
- 1069802507
- Accession Number
- 0001104659-25-046030
- Form Type
- 13F-HR
- Manager Name
- Lyell-Wealth-Management-Lp
Data Enrichment
84% identified169 identified33 unidentified
Holdings
202 positions
Manager:
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Page 3 of 11
46435U515
Shares:354.7K
Value:$9.0M
46434VBD1
Shares:353.1K
Value:$8.9M
46435GAA0
Shares:364.5K
Value:$8.8M
46436E205
Shares:346.7K
Value:$8.0M
81369Y704
Shares:56.8K
Value:$7.4M
46436E726
Shares:322.2K
Value:$7.0M
81369Y506
Shares:70.6K
Value:$6.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 104.0K | All Managers (Combined) | $9.1M | ||
(cusip46435U515)✕ | 354.7K | All Managers (Combined) | $9.0M | ||
(cusip46434VBD1)✕ | 353.1K | All Managers (Combined) | $8.9M | ||
Snowflake Inc.(SNOWcusip833445109) | 60.7K | All Managers (Combined) | $8.9M | ||
(cusip46435GAA0)✕ | 364.5K | All Managers (Combined) | $8.8M | ||
36.0K | YoY NEW(+36.0K) | All Managers (Combined) | $8.7M | YoY NEW(+$8.7M) | |
58.0K | All Managers (Combined) | $8.3M | |||
30.4K | All Managers (Combined) | $8.1M | |||
(cusip46436E205)✕ | 346.7K | All Managers (Combined) | $8.0M | ||
60.1K | All Managers (Combined) | $8.0M | |||
33.5K | All Managers (Combined) | $7.9M | |||
CHEVRON CORP(CVXcusip166764100) | 46.5K | All Managers (Combined) | $7.8M | ||
30.1K | YoY NEW(+30.1K) | All Managers (Combined) | $7.6M | YoY NEW(+$7.6M) | |
569.0K | QoQ 0.00% (-0) | All Managers (Combined) | $7.5M | ||
(cusip81369Y704)✕ | 56.8K | All Managers (Combined) | $7.4M | ||
68.9K | All Managers (Combined) | $7.3M | |||
(cusip46436E726)✕ | 322.2K | All Managers (Combined) | $7.0M | ||
BlackRock, Inc.(BLKcusip09290D101) | 7.3K | YoY NEW(+7.3K) | All Managers (Combined) | $6.9M | YoY NEW(+$6.9M) |
DEERE & CO(DEcusip244199105) | 14.4K | QoQ +1.18% (+169)YoY +4.92% (+675) | All Managers (Combined) | $6.7M | |
(cusip81369Y506)✕ | 70.6K | All Managers (Combined) | $6.6M |