Lyell Wealth Management, Lp Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About Lyell Wealth Management, LpInvestment ActivityLyell Wealth Management, Lp has $983.51 million in total holdings as of March 31, 2024.Lyell Wealth Management, Lp owns shares of 197 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Lyell Wealth Management, Lp has purchased 195 new stocks and bought additional shares in 89 stocks.Lyell Wealth Management, Lp sold shares of 67 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $62,377,275Microsoft $31,952,685Apple $30,556,283Amazon.com $27,431,469Workday $26,030,715 Largest New Holdings this Quarter T-Mobile US $1,178,285 HoldingiShares Russell 3000 ETF $411,110 HoldingVanguard Dividend Appreciation ETF $318,289 HoldingGeneral Electric $250,130 HoldingApplied Materials $248,301 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 44,340 shares (about $2.69M)iShares iBonds Dec 2028 Term Corporate ETF 74,135 shares (about $1.85M)iShares iBonds Dec 2032 Term Corporate ETF 72,100 shares (about $1.79M)Snowflake 9,937 shares (about $1.61M)iShares Expanded Tech-Software Sector ETF 17,960 shares (about $1.53M) Largest Sales this Quarter NVIDIA 5,755 shares (about $5.20M)Equinix 1,683 shares (about $1.39M)iShares iBonds Dec 2024 Term Corporate ETF 34,046 shares (about $852.85K)Boeing 3,897 shares (about $752.08K)Alphabet 4,136 shares (about $624.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLyell Wealth Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$62,377,275$5,199,989 ▼-7.7%69,0356.3%Computer and TechnologyMSFTMicrosoft$31,952,685$76,991 ▼-0.2%75,9483.2%Computer and TechnologyAAPLApple$30,556,283$23,150 ▲0.1%178,1923.1%Computer and TechnologyAMZNAmazon.com$27,431,469$125,003 ▲0.5%152,0762.8%Retail/WholesaleWDAYWorkday$26,030,715$1,333,748 ▲5.4%95,4382.6%Computer and TechnologyMETAMeta Platforms$21,717,096$132,563 ▼-0.6%44,7242.2%Computer and TechnologyPANWPalo Alto Networks$21,541,032$1,019,174 ▲5.0%75,8142.2%Computer and TechnologyGOOGLAlphabet$20,378,720$624,246 ▼-3.0%135,0212.1%Computer and TechnologyCOSTCostco Wholesale$19,455,838$101,836 ▼-0.5%26,5562.0%Retail/WholesaleINTUIntuit$19,110,000$169,650 ▼-0.9%29,4001.9%Computer and TechnologyNOWServiceNow$18,681,087$134,945 ▼-0.7%24,5031.9%Computer and TechnologyCRMSalesforce$18,122,001$131,616 ▼-0.7%60,1701.8%Computer and TechnologyJPMJPMorgan Chase & Co.$17,302,105$20,431 ▼-0.1%86,3811.8%FinanceDHID.R. Horton$16,615,765$156,487 ▼-0.9%100,9771.7%ConstructionTMOThermo Fisher Scientific$16,433,132$217,373 ▲1.3%28,2741.7%MedicalASMLASML$16,370,858$40,760 ▲0.2%16,8691.7%Computer and TechnologyHDHome Depot$15,959,294$115,080 ▼-0.7%41,6041.6%Retail/WholesaleVEEVVeeva Systems$13,686,623$505,084 ▲3.8%59,0731.4%Computer and TechnologyAMDAdvanced Micro Devices$13,658,761$22,020 ▲0.2%75,6761.4%Computer and TechnologyISRGIntuitive Surgical$13,483,256$31,528 ▲0.2%33,7851.4%MedicalCATCaterpillar$12,659,057$30,047 ▲0.2%34,5471.3%Industrial ProductsSMHVanEck Semiconductor ETF$12,586,841$536,376 ▼-4.1%55,9441.3%ManufacturingGOOGAlphabet$12,572,940$264,629 ▼-2.1%82,5751.3%Computer and TechnologyLENLennar$12,327,870$35,428 ▲0.3%71,6821.3%ConstructionVVisa$12,189,733$197,032 ▲1.6%43,6781.2%Business ServicesCDNSCadence Design Systems$12,186,612$137,897 ▼-1.1%39,1501.2%Computer and TechnologySYKStryker$11,510,531$71,932 ▲0.6%32,1641.2%MedicalIDXXIDEXX Laboratories$10,944,921$157,120 ▲1.5%20,2711.1%MedicalADBEAdobe$10,741,925$435,974 ▲4.2%21,2881.1%Computer and TechnologySLBSchlumberger$10,491,456$954,078 ▲10.0%191,4151.1%Oils/EnergyZTSZoetis$10,098,453$658,058 ▲7.0%59,6801.0%MedicalSHOPShopify$9,967,277$170,160 ▲1.7%129,1601.0%Computer and TechnologyHONHoneywell International$9,906,597$379,918 ▼-3.7%48,2661.0%Multi-Sector ConglomeratesSNOWSnowflake$9,483,334$1,605,819 ▲20.4%58,6841.0%Computer and TechnologyDXCMDexCom$9,439,922$308,191 ▼-3.2%68,0601.0%MedicalXLEEnergy Select Sector SPDR Fund$9,386,827$128,398 ▼-1.3%99,4261.0%ETFAPHAmphenol$9,130,991$58,713 ▲0.6%79,1590.9%Computer and TechnologyTTDTrade Desk$8,714,9000.0%99,6900.9%Computer and TechnologyUNPUnion Pacific$8,701,047$227,486 ▲2.7%35,3800.9%TransportationSPYSPDR S&P 500 ETF Trust$8,603,977$1,216,661 ▲16.5%16,4490.9%FinanceCVXChevron$8,264,630$2,682 ▼0.0%52,3940.8%Oils/EnergyNKENIKE$8,200,789$30,731 ▼-0.4%87,2610.8%Consumer DiscretionaryMSMorgan Stanley$7,933,396$483,985 ▲6.5%84,2540.8%FinanceTSMTaiwan Semiconductor Manufacturing$7,733,218$384,069 ▲5.2%56,8410.8%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,703,703$304,667 ▲4.1%310,5080.8%ETFGLDSPDR Gold Shares$7,375,679$21,395 ▲0.3%35,8530.7%FinanceDLRDigital Realty Trust$7,298,795$334,893 ▲4.8%50,6720.7%FinanceNFLXNetflix$7,098,473$363,791 ▲5.4%11,6880.7%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$7,025,671$268,673 ▲4.0%55,7770.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,830,592$813,881 ▲13.5%286,3980.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,652,719$1,505,493 ▲29.2%279,5260.7%ETFTGTTarget$6,578,611$80,808 ▲1.2%37,1230.7%Retail/WholesaleCOPConocoPhillips$6,524,118$304,454 ▲4.9%51,2580.7%Oils/EnergyGWREGuidewire Software$6,522,9220.0%55,8900.7%Computer and TechnologyABTAbbott Laboratories$6,493,542$201,520 ▲3.2%57,1310.7%MedicalEXTRExtreme Networks$6,416,4250.0%556,0160.7%Computer and TechnologyFCXFreeport-McMoRan$6,366,884$549,664 ▲9.4%135,4080.6%Basic MaterialsNOCNorthrop Grumman$6,222,101$363,303 ▼-5.5%12,9990.6%AerospaceIBDPiShares iBonds Dec 2024 Term Corporate ETF$6,203,532$852,852 ▼-12.1%247,6460.6%ETFLMTLockheed Martin$5,845,989$312,496 ▼-5.1%12,8520.6%AerospaceIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,810,362$1,846,332 ▲46.6%233,3010.6%ETFDEDeere & Company$5,629,602$338,039 ▲6.4%13,7060.6%Industrial ProductsSBUXStarbucks$5,613,265$355,690 ▲6.8%61,4210.6%Retail/WholesaleMAMastercard$5,544,849$72,236 ▲1.3%11,5140.6%Business ServicesDISWalt Disney$5,495,065$122,360 ▼-2.2%44,9090.6%Consumer DiscretionaryDOORDASH INC CL A$5,251,814$129,181 ▲2.5%38,1340.5%StockPEPPepsiCo$4,982,910$250,441 ▼-4.8%28,4720.5%Consumer StaplesIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,924,100$828,024 ▲20.2%215,7800.5%ETFTEAMAtlassian$4,839,313$998,963 ▲26.0%24,8030.5%Computer and TechnologyIBDViShares iBonds Dec 2030 Term Corporate ETF$4,665,949$973,486 ▲26.4%218,0350.5%ETFBLKBlackRock$4,601,510$124,230 ▲2.8%5,5190.5%FinancePRCTPROCEPT BioRobotics$4,161,3120.0%84,2030.4%MedicalIBDXiShares iBonds Dec 2032 Term Corporate ETF$4,010,537$1,788,801 ▲80.5%161,6500.4%ETFBACBank of America$4,001,167$79,822 ▼-2.0%105,5160.4%FinanceIWMiShares Russell 2000 ETF$3,987,999$1,009,040 ▲33.9%18,9630.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,939,854$23,881 ▲0.6%23,2620.4%ETFUNHUnitedHealth Group$3,745,374$604,029 ▲19.2%7,5710.4%MedicalCIThe Cigna Group$3,619,915$150,361 ▲4.3%9,9670.4%MedicalCCICrown Castle$3,475,034$121,281 ▲3.6%32,8360.4%FinanceBHPBHP Group$3,456,612$9,000 ▲0.3%59,9170.4%Basic MaterialsIVViShares Core S&P 500 ETF$3,437,223$575,674 ▲20.1%6,5380.3%ETFXLVHealth Care Select Sector SPDR Fund$3,405,641$190,573 ▲5.9%23,0530.3%ETFNETCloudflare$3,405,608$435,541 ▲14.7%35,1710.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,336,448$2,693,211 ▲418.7%54,9300.3%ETFIBBiShares Biotechnology ETF$2,935,685$113,755 ▲4.0%21,3940.3%FinanceBALLBall$2,882,334$363,744 ▲14.4%42,7900.3%Industrial ProductsBRK.BBerkshire Hathaway$2,730,857$8,831 ▼-0.3%6,4940.3%FinanceEFAiShares MSCI EAFE ETF$2,696,393$405,449 ▼-13.1%33,7640.3%FinanceTIPiShares TIPS Bond ETF$2,682,780$251,984 ▲10.4%24,9770.3%ETFXLKTechnology Select Sector SPDR Fund$2,537,770$29,991 ▼-1.2%12,1850.3%ETFCRVLCorVel$2,356,1220.0%8,9600.2%Business ServicesXBISPDR S&P Biotech ETF$2,145,843$179,532 ▲9.1%22,6140.2%ETFAVGOBroadcom$2,139,212$49,040 ▲2.3%1,6140.2%Computer and TechnologyEQIXEquinix$2,113,670$1,389,030 ▼-39.7%2,5610.2%FinanceOIHVanEck Oil Services ETF$2,061,367$266,710 ▲14.9%6,1290.2%ETFIGViShares Expanded Tech-Software Sector ETF$1,963,342$1,531,449 ▲354.6%23,0250.2%ETFLLYEli Lilly and Company$1,916,115$24,895 ▲1.3%2,4630.2%MedicalEEMiShares MSCI Emerging Markets ETF$1,808,054$552,814 ▼-23.4%44,0130.2%FinanceQQQInvesco QQQ$1,757,077$227,794 ▼-11.5%3,9570.2%FinanceMUMicron Technology$1,529,859$7,427 ▲0.5%12,9770.2%Computer and TechnologyShowing largest 100 holdings. 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