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 7 of 11
AGILENT TECHNOLOGIES, INC.
Shares:7.6K
Value:$883.5K
808524805
Shares:44.5K
Value:$880.7K
Reddit, Inc.
Shares:8.2K
Value:$864.1K
TARGET CORP
Shares:7.9K
Value:$828.1K
RTX Corp
Shares:6.2K
Value:$825.0K
GILEAD SCIENCES, INC.
Shares:7.2K
Value:$810.1K
CSX CORP
Shares:27.5K
Value:$809.6K
808524706
Shares:28.6K
Value:$788.0K
Targa Resources Corp.
Shares:3.9K
Value:$773.0K
78464A888
Shares:7.1K
Value:$690.4K
808524797
Shares:24.4K
Value:$681.6K
AMERIPRISE FINANCIAL INC
Shares:1.4K
Value:$679.7K
PROCTER & GAMBLE Co
Shares:3.9K
Value:$658.0K
92189H607
Shares:2.5K
Value:$647.2K
46432F842
Shares:8.3K
Value:$630.5K
UNITEDHEALTH GROUP INC
Shares:1.2K
Value:$608.1K
922908751
Shares:2.7K
Value:$604.7K
SCHWAB CHARLES CORP
Shares:7.7K
Value:$603.8K
Keysight Technologies, Inc.
Shares:3.8K
Value:$576.0K
ORACLE CORP
Shares:3.9K
Value:$549.0K