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 9 of 11
464287457
Shares:3.8K
Value:$315.4K
81369Y308
Shares:3.7K
Value:$301.9K
464287226
Shares:2.8K
Value:$280.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $365.3K | ||
AMETEK INC/(AMEcusip031100100) | 2.1K | All Managers (Combined) | $353.6K | ||
1.8K | QoQ 0.00% (-0)YoY +3.84% (+67) | All Managers (Combined) | $351.1K | ||
5.6K | QoQ 0.00% (+0) | All Managers (Combined) | $344.3K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 1.6K | QoQ 0.00% (+0)YoY +0.49% (+8) | All Managers (Combined) | $338.4K | |
12.1K | All Managers (Combined) | $335.9K | |||
(cusip464287457)✕ | 3.8K | All Managers (Combined) | $315.4K | ||
1.3K | QoQ -1.58% (-21)YoY -1.58% (-21) | All Managers (Combined) | $307.9K | ||
DraftKings Inc.(DKNGcusip26142V105) | 9.1K | All Managers (Combined) | $303.8K | ||
(cusip81369Y308)✕ | 3.7K | All Managers (Combined) | $301.9K | ||
7.1K | QoQ NEW(+7.1K) YoY NEW(+7.1K) | All Managers (Combined) | $293.9K | QoQ NEW(+$293.9K) YoY NEW(+$293.9K) | |
ROBERT HALF INC.(RHIcusip770323103) | 5.2K | All Managers (Combined) | $284.3K | ||
843 | QoQ -1.74% (-15)YoY -1.74% (-15) | All Managers (Combined) | $284.0K | ||
(cusip464287226)✕ | 2.8K | QoQ 0.00% (+0) | All Managers (Combined) | $280.4K | |
13.9K | All Managers (Combined) | $278.0K | |||
3.4K | QoQ 0.00% (+0)YoY NEW(+3.4K) | All Managers (Combined) | $269.4K | YoY NEW(+$269.4K) | |
1.3K | YoY -6.31% (-90) | All Managers (Combined) | $267.2K | ||
14.8K | All Managers (Combined) | $263.4K | |||
9.2K | QoQ 0.00% (+0)YoY NEW(+9.2K) | All Managers (Combined) | $262.5K | YoY NEW(+$262.5K) | |
7.6K | All Managers (Combined) | $259.1K |