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 9 of 11
464287689
Shares:1.1K
Value:$365.3K
AMETEK INC/
Shares:2.1K
Value:$353.6K
921908844
Shares:1.8K
Value:$351.1K
BRISTOL MYERS SQUIBB CO
Shares:5.6K
Value:$344.3K
AbbVie Inc.
Shares:1.6K
Value:$338.4K
Shares:12.1K
Value:$335.9K
464287457
Shares:3.8K
Value:$315.4K
NORFOLK SOUTHERN CORP
Shares:1.3K
Value:$307.9K
DraftKings Inc.
Shares:9.1K
Value:$303.8K
81369Y308
Shares:3.7K
Value:$301.9K
TRUIST FINANCIAL CORP
Shares:7.1K
Value:$293.9K
ROBERT HALF INC.
Shares:5.2K
Value:$284.3K
Trane Technologies plc
Shares:843
Value:$284.0K
464287226
Shares:2.8K
Value:$280.4K
PLAINS ALL AMERICAN PIPELINE LP
Shares:13.9K
Value:$278.0K
Johnson Controls International plc
Shares:3.4K
Value:$269.4K
GENERAL ELECTRIC CO
Shares:1.3K
Value:$267.2K
Atlas Energy Solutions Inc.
Shares:14.8K
Value:$263.4K
KINDER MORGAN, INC.
Shares:9.2K
Value:$262.5K
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:7.6K
Value:$259.1K