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:
Search and click to pin securities to the top
Page 6 of 11
PNC FINANCIAL SERVICES GROUP, INC.
Shares:9.6K
Value:$1.7M
464287465
Shares:18.8K
Value:$1.5M
46436E130
Shares:56.1K
Value:$1.4M
Atlassian Corp
Shares:6.7K
Value:$1.4M
33733E302
Shares:5.7K
Value:$1.3M
COMERICA INC /NEW/
Shares:21.2K
Value:$1.3M
LOCKHEED MARTIN CORP
Shares:2.8K
Value:$1.2M
464287614
Shares:3.4K
Value:$1.2M
LOWES COMPANIES INC
Shares:5.2K
Value:$1.2M
78464A870
Shares:14.5K
Value:$1.2M
464287499
Shares:13.7K
Value:$1.2M
AMERICAN EXPRESS CO
Shares:4.2K
Value:$1.1M
SPDR S&P MIDCAP 400 ETF TRUST
Shares:2.1K
Value:$1.1M
464287234
Shares:24.8K
Value:$1.1M
MICRON TECHNOLOGY INC
Shares:12.3K
Value:$1.1M
Tesla, Inc.
Shares:4.1K
Value:$1.1M
JOHNSON & JOHNSON
Shares:6.4K
Value:$1.1M
601137102
Shares:40.1K
Value:$1.1M
EQUINIX INC
Shares:1.2K
Value:$1.0M
CISCO SYSTEMS, INC.
Shares:16.0K
Value:$985.9K