Lyell-Wealth-Management-Lp

Filing Details

13F-HR2025-03-31
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% identified
169 identified33 unidentified

Holdings

202 positions
Manager:
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Page 5 of 11
CORVEL CORP
Shares:25.4K
Value:$2.8M
Broadcom Inc.
Shares:16.6K
Value:$2.8M
NIKE, Inc.
Shares:43.5K
Value:$2.8M
464287176
Shares:24.2K
Value:$2.7M
464287507
Shares:42.8K
Value:$2.5M
464287804
Shares:23.6K
Value:$2.5M
EXXON MOBIL CORP
Shares:18.4K
Value:$2.2M
CROWN CASTLE INC.
Shares:20.7K
Value:$2.2M
464287655
Shares:10.7K
Value:$2.1M
INVESCO QQQ TRUST, SERIES 1
Shares:4.5K
Value:$2.1M
464287556
Shares:16.3K
Value:$2.1M
922908363
Shares:4.0K
Value:$2.1M
NORTHROP GRUMMAN CORP /DE/
Shares:4.0K
Value:$2.0M
ELI LILLY & Co
Shares:2.4K
Value:$2.0M
81369Y605
Shares:37.1K
Value:$1.8M
PEPSICO INC
Shares:12.2K
Value:$1.8M
PROCEPT BioRobotics Corp
Shares:31.4K
Value:$1.8M
STARBUCKS CORP
Shares:18.6K
Value:$1.8M
921078101
Shares:59.8K
Value:$1.8M
DoorDash, Inc.
Shares:9.3K
Value:$1.7M