LYELL WEALTH MANAGEMENT, LP holdings history

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319 is the total number of securities LYELL WEALTH MANAGEMENT, LP has owned. The longest LYELL WEALTH MANAGEMENT, LP has owned a single stock is 28 quarters.

LYELL WEALTH MANAGEMENT, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
WDAY Workday Inc Class A28282.05%3.48%5.17%Q4 2016Q3 202328
AAPL APPLE INC COM28281.62%3.05%4.39%Q4 2016Q3 202328
PANW PALO ALTO NETWORKS INC...28281.11%2.96%6.47%Q4 2016Q3 202328
MSFT MICROSOFT CORP COM28281.58%2.56%3.44%Q4 2016Q3 202328
AMZN AMAZON COM INC COM28281.55%2.50%3.30%Q4 2016Q3 202328
GOOGL ALPHABET INC CAP STK CL A28281.75%2.19%2.76%Q4 2016Q3 202328
FB META PLATFORMS INC CL A28280.86%2.19%3.20%Q4 2016Q3 202328
INTU Intuit Inc28281.54%1.95%2.59%Q4 2016Q3 202328
JPM JPMORGAN CHASE & CO COM28281.26%1.90%2.46%Q4 2016Q3 202328
TMO Thermo Fisher SCNTFC28281.25%1.74%2.32%Q4 2016Q3 202328
CRM SALESFORCE INC COM28281.32%1.74%2.20%Q4 2016Q3 202328
COST COSTCO WHSL CORP NEW COM28281.42%1.71%2.11%Q4 2016Q3 202328
HD HOME DEPOT INC COM28281.47%1.70%2.08%Q4 2016Q3 202328
VEEV Veeva Systems Inc28280.81%1.65%2.64%Q4 2016Q3 202328
HON HONEYWELL INTL INC COM28281.22%1.52%1.82%Q4 2016Q3 202328
NKE NIKE INC CL B28281.11%1.49%1.78%Q4 2016Q3 202328
ISRG INTUITIVE SURGICAL INC...28280.79%1.34%1.73%Q4 2016Q3 202328
GOOG ALPHABET INC CAP STK CL C28280.97%1.32%1.69%Q4 2016Q3 202328
TIP ISHARES TR28280.35%1.21%1.68%Q4 2016Q3 202328
BAC BK OF AMERICA CORP COM28280.38%1.20%1.96%Q4 2016Q3 202328
BA BOEING CO COM28280.18%1.20%2.45%Q4 2016Q3 202328
DIS Walt Disney Co28280.07%1.08%1.84%Q4 2016Q3 202328
NOC NORTHROP GRUMMAN CORP COM28280.18%1.07%1.80%Q4 2016Q3 202328
DHI D R HORTON INC COM28280.12%1.02%2.13%Q4 2016Q3 202328
SWK STANLEY BLACK & DECKER...28280.07%0.88%1.73%Q4 2016Q3 202328
BLK BLACKROCK INC COM28280.07%0.87%2.08%Q4 2016Q3 202328
ILMN ILLUMINA INC COM28280.03%0.85%1.71%Q4 2016Q3 202328
LMT LOCKHEED MARTIN CORP COM28280.04%0.83%1.69%Q4 2016Q3 202328
XLF Select STR Financial S...28280.06%0.75%2.00%Q4 2016Q3 202328
CSCO Cisco Systems Inc28280.16%0.64%1.26%Q4 2016Q3 202328
CVX Chevron Corporation28280.12%0.56%1.23%Q4 2016Q3 202328
AMGN Amgen Incorporated28280.07%0.47%1.47%Q4 2016Q3 202328
SPY SPDR S&P 500 ETF TRUST28280.14%0.40%0.74%Q4 2016Q3 202328
FDX Fedex Corporation28280.03%0.39%1.19%Q4 2016Q3 202328
MDY SPDR S&P MIDCAP 400 ET...28280.15%0.34%0.72%Q4 2016Q3 202328
IEF ISHARES TR28280.09%0.33%0.69%Q4 2016Q3 202328
JNJ JOHNSON & JOHNSON COM28280.08%0.17%0.47%Q4 2016Q3 202328
AXP AMERICAN EXPRESS CO COM28280.08%0.14%0.45%Q4 2016Q3 202328
LLY LILLY ELI & CO COM28280.06%0.12%0.23%Q4 2016Q3 202328
PG PROCTER & GAMBLE CO28280.05%0.11%0.64%Q4 2016Q3 202328
KO Coca Cola Company28280.04%0.10%0.20%Q4 2016Q3 202328
NVDA NVIDIA CORPORATION COM27270.21%1.78%4.48%Q1 2017Q3 202327
V VISA INC COM CL A27270.12%1.30%1.75%Q1 2017Q3 202327
XLV SELECT SECTOR SPDR TR27270.20%0.43%0.82%Q1 2017Q3 202327
BRKB BERKSHIRE HATHAWAY INC...27270.20%0.33%0.51%Q1 2017Q3 202327
GLD SPDR GOLD TRUST27270.15%0.28%0.92%Q1 2017Q3 202327
IWM ISHARES TR14120.12%1.11%2.24%Q4 2016Q3 202326
SBUX STARBUCKS CORP COM26260.27%0.71%0.92%Q2 2017Q3 202326
SMH Vaneck Vectors Semicon...26260.10%0.70%1.07%Q2 2017Q3 202326
INTC INTEL CORP COM26260.03%0.70%1.60%Q4 2016Q1 202326
PFE Pfizer Incorporated13130.03%0.55%1.72%Q4 2016Q3 202326
XOM EXXON MOBIL CORP COM15110.04%0.33%2.17%Q4 2016Q3 202326
IWF ISHARES TR26260.08%0.11%0.14%Q2 2017Q3 202326
PYPL Paypal Holdings Inco25250.03%1.77%2.78%Q2 2017Q2 202325
IBDO ISHARES TR25250.43%0.70%1.02%Q3 2017Q3 202325
ATVI ACTIVISION BLIZZARD IN...25250.04%0.64%1.44%Q3 2017Q3 202325
XBI SPDR S&P BIOTECH ETF25250.21%0.58%1.09%Q3 2017Q3 202325
XLI SELECT SECTOR SPDR TR25250.06%0.57%0.89%Q3 2017Q3 202325
VO VANGUARD MID-CAP ETF1960.05%0.07%0.10%Q2 2017Q3 202325
BABA ALIBABA GROUP HLDG LTD...2310.02%1.09%2.37%Q4 2016Q1 202324
NFLX NETFLIX INC COM24240.15%0.63%1.09%Q4 2017Q3 202324
VCSH VANGUARD SHORT-TERM CO...24240.06%0.16%0.31%Q4 2016Q3 202224
VTI VANGUARD TOTAL STOCK M...1950.04%0.12%0.27%Q4 2016Q3 202324
GWRE GUIDEWIRE SOFTWARE INC...23230.57%2.16%4.53%Q1 2018Q3 202323
UNP UNION PACIFIC CORP23230.05%0.64%1.43%Q1 2018Q3 202323
XLE SELECT SECTOR SPDR TR13100.10%0.55%1.39%Q4 2016Q3 202323
TOL TOLL BROTHERS INC COM1320.03%0.49%1.82%Q4 2016Q3 202323
BMY BRISTOL-MYERS SQUIBB C...1310.04%0.38%1.30%Q4 2016Q3 202323
MS MORGAN STANLEY COM NEW1210.06%0.36%0.89%Q4 2016Q3 202323
PXD Pioneer Natural Res12110.03%0.29%0.94%Q1 2017Q3 202323
UPS United Parcel SRVC1490.05%0.25%1.34%Q4 2016Q3 202323
PAA PLAINS ALL AMERN PIPEL...23230.02%0.06%0.14%Q1 2018Q3 202323
SHOP Shopify Inc F Class A22220.40%1.55%3.40%Q2 2018Q3 202322
IBDN ISHARES TR22220.38%0.79%1.03%Q2 2017Q3 202222
AMP AMERIPRISE FINL INC COM1410.04%0.07%0.18%Q4 2016Q3 202322
SLB Schlumberger LTD F1470.08%0.71%1.61%Q4 2016Q3 202321
IBDP ISHARES TR21210.08%0.67%1.13%Q3 2018Q3 202321
CRVL CORVEL CORP COM21210.18%0.25%0.32%Q3 2018Q3 202321
XLP SPDR Fund Consumer Sta...1470.06%0.24%1.00%Q4 2016Q3 202321
CSX CSX CORP COM21210.10%0.16%0.27%Q3 2018Q3 202321
GILD GILEAD SCIENCES INC COM21210.06%0.10%0.18%Q3 2018Q3 202321
MRK MERCK & CO INC COM1470.03%0.10%0.18%Q4 2016Q3 202321
VCIT VANGUARD SCOTTSDALE FDS1280.18%0.40%0.60%Q4 2016Q3 202220
IJR ISHARES TR1190.05%0.27%0.71%Q1 2018Q3 202320
NOW SERVICENOW INC COM19190.82%1.72%2.08%Q1 2019Q3 202319
ADBE ADOBE SYSTEMS INCORPOR...19191.13%1.48%1.89%Q1 2019Q3 202319
SYK STRYKER CORPORATION COM19190.93%1.13%1.43%Q1 2019Q3 202319
DLR DIGITAL RLTY TR INC COM19190.59%1.01%1.51%Q1 2019Q3 202319
VZ VERIZON COMMUNICATIONS...19190.03%0.76%1.36%Q1 2019Q3 202319
WFC WELLS FARGO CO NEW COM1310.03%0.15%0.67%Q4 2016Q1 202319
IPAY ETFMG PRIME MOBILE PAY...1510.03%0.07%0.10%Q3 2018Q3 202319
VUG VANGUARD INDEX FDS19190.04%0.06%0.12%Q1 2019Q3 202319
FDN FIRST TRUST DOW JONES ...19190.04%0.06%0.08%Q1 2019Q3 202319
IDXX IDEXX LABS INC COM18181.10%1.35%1.58%Q2 2019Q3 202318
ZTS ZOETIS INC CL A18181.06%1.24%1.42%Q2 2019Q3 202318
IBDM ISHARES TR18180.22%0.86%1.15%Q2 2017Q3 202118
TGT TARGET CORP COM18180.07%0.69%1.09%Q2 2019Q3 202318
WY WEYERHAEUSER CO MTN BE...1080.03%0.33%0.98%Q4 2016Q3 202318
XLNX XILINX INC18180.12%0.21%0.34%Q3 2017Q4 202118
SIVB SVB FINL GROUP18180.06%0.10%0.16%Q3 2018Q4 202218
DXCM DEXCOM INC COM17170.90%1.59%2.27%Q3 2019Q3 202317
CAT CATERPILLAR INC DEL1310.04%0.39%1.22%Q3 2018Q3 202317
SQ SQUARE INC17170.04%0.34%1.33%Q1 2019Q1 202317
TWLO TWILIO INC CL A16160.03%0.99%2.19%Q4 2019Q3 202316
CMCSA COMCAST CORP NEW CL A16160.04%0.59%0.89%Q4 2019Q3 202316
TSLA TESLA INC COM16160.06%0.25%0.40%Q4 2019Q3 202316
IVV ISHARES TR16160.07%0.24%0.34%Q4 2019Q3 202316
XLK TECHNOLOGY SELECT SECT...16160.07%0.12%0.18%Q4 2019Q3 202316
VB VANGUARD SMALL-CAP ETF1240.06%0.10%0.14%Q1 2019Q3 202316
ZM ZOOM VIDEO COMMUNICATI...15150.09%0.94%2.78%Q1 2020Q3 202315
EXTR EXTREME NETWORKS INC15150.34%0.93%1.82%Q1 2020Q3 202315
DOCU DOCUSIGN INC COM15150.12%0.75%1.46%Q1 2020Q3 202315
IBDQ ISHARES TR15150.17%0.55%0.86%Q1 2020Q3 202315
PEP PEPSICO INC COM15150.19%0.54%0.72%Q1 2020Q3 202315
RSP INVESCO S&P 500 EQUAL ...1320.04%0.25%0.62%Q4 2019Q3 202315
NTES Netease Inc F Sponsore...15150.14%0.21%0.53%Q4 2017Q2 202115
QQQ INVESCO QQQ TRUST SERI...1410.06%0.12%0.19%Q4 2019Q3 202315
MGA Magna Intl Inc F720.03%0.06%0.10%Q3 2018Q1 202315
RTN Raytheon Company14140.92%1.29%1.53%Q4 2016Q1 202014
CCI CROWN CASTLE INTL CORP...14140.33%0.69%0.90%Q2 2020Q3 202314
RTX RTX CORPORATION COM14140.06%0.15%0.78%Q2 2020Q3 202314
UTX UNITED TECHNOLOGIES CORP14140.07%0.12%0.20%Q4 2016Q1 202014
LOW LOWES COS INC COM14140.04%0.06%0.07%Q2 2020Q3 202314
GBDC Golub Capital BDC Inc13130.94%1.57%2.59%Q1 2017Q1 202013
TEAM ATLASSIAN CORP PLC13130.66%1.27%1.62%Q2 2019Q2 202213
ABT ABBOTT LABS COM13130.67%0.94%1.18%Q3 2020Q3 202313
IBDL ISHARES TR13130.44%0.69%0.87%Q3 2017Q3 202013
MA MASTERCARD INCORPORATE...13130.34%0.53%0.79%Q3 2020Q3 202313
IJH ISHARES TR1210.08%0.35%0.64%Q4 2019Q3 202313
EPD Enterprise Products LP1110.02%0.16%0.28%Q1 2018Q3 202313
MU MICRON TECHNOLOGY INC COM1210.07%0.13%0.16%Q1 2020Q3 202313
IWR ISHARES TR1210.06%0.12%0.18%Q4 2019Q3 202313
F FORD MTR CO DEL COM1030.02%0.10%0.53%Q4 2016Q3 202313
AGG ISHARES TR13130.04%0.07%0.15%Q3 2020Q3 202313
DEO Diageo PLC F Sponsored...760.03%0.06%0.10%Q3 2018Q2 202213
ASML ASML HOLDING N V N Y R...12120.38%1.18%1.48%Q4 2020Q3 202312
CDNS CADENCE DESIGN SYSTEM ...12120.20%0.90%1.26%Q4 2020Q3 202312
TSM TAIWAN SEMICONDUCTOR M...12120.04%0.64%0.82%Q4 2020Q3 202312
AMD ADVANCED MICRO DEVICES...12120.05%0.46%1.02%Q4 2020Q3 202312
IBDR ISHARES TR12120.08%0.32%0.70%Q4 2020Q3 202312
DE DEERE & CO COM12120.04%0.27%0.76%Q4 2020Q3 202312
CI THE CIGNA GROUP COM1110.02%0.17%0.44%Q4 2018Q3 202312
USIG ISHARES TR12120.06%0.12%0.18%Q4 2020Q3 202312
RHI ROBERT HALF INTL INC COM12120.07%0.10%0.12%Q4 2020Q3 202312
SONO SONOS INC COM12120.04%0.10%0.17%Q2 2020Q1 202312
IQV IQVIA HLDGS INC COM12120.04%0.08%0.12%Q4 2020Q3 202312
OKTA OKTA INC CL A12120.04%0.07%0.12%Q2 2020Q1 202312
SYY SYSCO CORP COM12120.04%0.06%0.08%Q2 2020Q1 202312
QCOM QUALCOMM INC COM12120.03%0.06%0.08%Q3 2020Q2 202312
MUB ISHARES TR12120.04%0.05%0.07%Q4 2020Q3 202312
BSV VANGUARD BD INDEX FDS12120.02%0.04%0.06%Q2 2019Q1 202212
SNOW SNOWFLAKE INC CL A11110.42%0.61%0.84%Q1 2021Q3 202311
EOG Eog Resources Inc11110.08%0.50%1.16%Q2 2017Q4 201911
BLL BALL CORP COM11110.22%0.44%0.64%Q1 2021Q3 202311
PTON PELOTON INTERACTIVE IN...11110.02%0.35%0.89%Q1 2020Q3 202211
HP HELMERICH & PAYNE INC11110.09%0.31%0.93%Q4 2016Q2 201911
AVGO BROADCOM INC COM11110.08%0.12%0.20%Q1 2021Q3 202311
IJK ISHARES TR830.04%0.07%0.18%Q4 2020Q3 202311
TRGP Targa Resources Corp830.02%0.05%0.10%Q1 2018Q3 202311
ABBV ABBVIE INC COM11110.02%0.04%0.06%Q1 2021Q3 202311
WPRT WESTPORT FUEL SYSTEMS ...11110.01%0.03%0.09%Q3 2020Q1 202311
STI SUNTRUST BKS INC910.06%1.08%1.42%Q4 2016Q3 201910
FIS FIDELITY NATL INFORMAT...10100.05%0.86%1.34%Q3 2019Q4 202110
APH AMPHENOL CORP NEW CL A10100.38%0.76%0.95%Q2 2021Q3 202310
TTD THE TRADE DESK INC COM...10100.40%0.59%0.72%Q2 2021Q3 202310
DASH DOORDASH INC CL A10100.18%0.42%0.61%Q2 2021Q3 202310
KRE SPDR S&P Regional Bank...10100.09%0.28%0.54%Q2 2017Q3 201910
UNH UNITEDHEALTH GROUP INC...10100.02%0.19%0.49%Q2 2021Q3 202310
OUNZ VANECK MERK GOLD TRUST10100.06%0.07%0.08%Q2 2021Q3 202310
VOO VANGUARD INDEX FDS730.04%0.06%0.07%Q1 2019Q4 202110
LRCX LAM RESEARCH CORP COM640.04%0.04%0.05%Q1 2021Q3 202310
REI RING ENERGY INC10100.01%0.04%0.07%Q2 2017Q3 201910
BKNG BOOKING HOLDINGS INC COM810.03%0.69%1.22%Q1 2018Q1 20239
COP CONOCOPHILLIPS COM720.04%0.33%0.76%Q4 2016Q3 20239
NWL NEWELL BRANDS INC COM990.02%0.32%0.48%Q1 2021Q1 20239
IBDK ISHARES TR990.18%0.21%0.26%Q3 2017Q3 20199
GAMR ETF MANAGERS TR990.07%0.11%0.20%Q4 2018Q4 20209
SVMK SVMK INC990.06%0.11%0.15%Q1 2019Q1 20219
VIG VANGUARD SPECIALIZED F...810.03%0.09%0.15%Q1 2019Q2 20219
IEFA ISHARES TR540.03%0.05%0.09%Q1 2021Q3 20239
LEN LENNAR CORP CL A880.15%0.76%1.13%Q4 2021Q3 20238
GE General Electric Co880.07%0.68%1.80%Q4 2016Q3 20188
COUP COUPA SOFTWARE INC880.04%0.48%0.88%Q2 2020Q1 20228
EWJ ISHARES MSCI JAPAN ETF880.04%0.40%0.90%Q4 2020Q3 20228
NET CLOUDFLARE INC CL A COM880.13%0.20%0.30%Q4 2021Q3 20238
SCHX SCHWAB U.S. LARGE-CAP ETF880.09%0.10%0.10%Q4 2021Q3 20238
SCHD SCHWAB US DIVIDEND EQU...880.06%0.06%0.08%Q4 2021Q3 20238
MMM 3M Company210.03%0.06%0.09%Q4 2017Q3 20218
BKSE BNY MELLON US SMALL CA...880.03%0.04%0.05%Q4 2021Q3 20238
TXN TEXAS INSTRS INC COM880.04%0.04%0.05%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC CL A710.02%0.04%0.07%Q1 2020Q2 20238
MNTV MOMENTIVE GLOBAL INC COM880.02%0.04%0.06%Q2 2021Q1 20238
ITW ILLINOIS TOOL WKS INC COM440.02%0.03%0.04%Q1 2021Q3 20238
WMT WALMART INC COM440.02%0.03%0.03%Q2 2021Q3 20238
DWDP DOWDUPONT INC770.09%0.30%0.42%Q3 2017Q1 20197
IBB ISHARES TR410.04%0.27%0.49%Q3 2021Q3 20237
EFA ISHARES TR310.05%0.22%0.45%Q4 2020Q3 20237
CI CIGNA Corp770.12%0.15%0.17%Q1 2017Q3 20187
RDSB Royal Dutch Shell PLC ...770.06%0.10%0.13%Q2 2018Q4 20197
UBER UBER TECHNOLOGIES INC770.04%0.07%0.10%Q3 2020Q1 20227
HPQ HP INC COM770.04%0.07%0.09%Q1 2022Q3 20237
HPE HEWLETT PACKARD ENTERP...770.02%0.04%0.06%Q1 2022Q3 20237
ACN ACCENTURE PLC IRELAND ...610.03%0.03%0.04%Q2 2021Q1 20237
EAST EASTSIDE DISTILLING IN...770.00%0.00%0.01%Q3 2021Q1 20237
TCEHY Tencent Holdings F661.52%1.85%2.08%Q4 2016Q1 20186
WP WORLDPAY INC660.43%1.38%1.72%Q1 2018Q2 20196
CELG Celgene Corp660.24%1.02%1.40%Q4 2016Q1 20186
CMA Comerica Incorporate660.25%0.85%1.19%Q4 2017Q1 20196
PROCEPT BIOROBOTICS CO...660.38%0.51%0.68%Q2 2022Q3 20236
IBDS ISHARES TR660.31%0.41%0.52%Q2 2022Q3 20236
EEM ISHARES TR420.03%0.20%0.38%Q1 2021Q3 20236
BOX Box Inc Class A510.07%0.17%0.29%Q4 2016Q4 20186
JCI JOHNSON CTLS INTL PLC SHS510.04%0.05%0.10%Q2 2017Q1 20236
TEL TE CONNECTIVITY LTD SHS660.02%0.05%0.06%Q4 2021Q1 20236
CREDIT SUISSE NASSAU BRH510.04%0.05%0.06%Q4 2019Q3 20216
AZN ASTRAZENECA PLC SPONSO...510.03%0.04%0.05%Q2 2021Q1 20236
CHWY CHEWY INC660.03%0.04%0.06%Q3 2020Q4 20216
PCLN Priceline Group551.19%1.53%1.72%Q4 2016Q4 20175
VNTV Vantiv Inc Class A551.24%1.32%1.40%Q4 2016Q4 20175
NXPI NXP Semiconductors X...550.67%1.12%1.52%Q4 2016Q4 20175
ATLASSIAN CORPORATION ...550.39%0.51%0.77%Q3 2022Q3 20235
KKR KKR & Co LP LP550.33%0.39%0.45%Q4 2016Q4 20175
A AGILENT TECHNOLOGIES I...550.11%0.14%0.18%Q3 2022Q3 20235
AIG American Intl Group550.09%0.11%0.14%Q4 2016Q4 20175
SCHW SCHWAB CHARLES CORP COM550.07%0.10%0.12%Q1 2022Q1 20235
KEYS KEYSIGHT TECHNOLOGIES ...550.07%0.09%0.10%Q3 2022Q3 20235
EMB ISHARES TR550.06%0.08%0.10%Q1 2021Q1 20225
SHY ISHARES TR550.04%0.07%0.16%Q2 2022Q2 20235
VWO VANGUARD INTL EQUITY I...550.03%0.06%0.09%Q4 2020Q4 20215
DKNG DRAFTKINGS INC550.03%0.06%0.08%Q4 2020Q4 20215
COF CAPITAL ONE FINL CORP COM550.05%0.06%0.06%Q1 2022Q1 20235
TRMB TRIMBLE INC COM550.05%0.06%0.07%Q3 2022Q3 20235
CHTR CHARTER COMMUNICATIONS...550.05%0.06%0.07%Q1 2022Q1 20235
GWRS GLOBAL WTR RES INC550.03%0.04%0.05%Q2 2018Q2 20195
NVS NOVARTIS AG SPONSORED ADR550.03%0.04%0.04%Q1 2022Q1 20235
TFC TRUIST FINL CORP210.02%0.04%0.06%Q4 2019Q2 20225
FTEC FIDELITY MSCI INFORMAT...320.03%0.03%0.04%Q4 2021Q3 20235
SE SEA LTD550.03%0.03%0.04%Q4 2020Q4 20215
ORCL ORACLE CORP COM320.02%0.03%0.04%Q2 2021Q3 20235
VNQ VANGUARD INDEX FDS550.02%0.03%0.03%Q2 2021Q2 20225
WESTERN DIGITAL CORP. ...550.00%0.00%0.00%Q3 2022Q3 20235
EXPE Expedia Inc440.22%0.44%0.61%Q4 2016Q3 20174
IBDU ISHARES IBONDS DEC 202...440.28%0.39%0.48%Q4 2022Q3 20234
IBDT ISHARES IBONDS DEC 202...440.30%0.36%0.42%Q4 2022Q3 20234
WORK SLACK TECHNOLOGIES INC440.02%0.31%0.59%Q3 2020Q2 20214
PM Philip Morris Intl440.24%0.30%0.36%Q4 2016Q3 20174
MO Altria Group Inc440.16%0.25%0.31%Q4 2016Q3 20174
SPSB SPDR Barclays Short Te...440.12%0.14%0.17%Q4 2016Q3 20174
U UNITY SOFTWARE INC COM440.07%0.13%0.19%Q4 2021Q3 20224
SPLK SPLUNK INC440.05%0.06%0.07%Q1 2020Q4 20204
DVY ISHARES SELECT DIVIDEN...440.04%0.05%0.07%Q3 2022Q2 20234
ET ENERGY TRANSFER LP440.04%0.05%0.06%Q4 2018Q3 20194
XHB SPDR S&P HOMEBUILDERS ETF440.04%0.05%0.05%Q4 2022Q3 20234
IWO ISHARES TR440.03%0.05%0.08%Q4 2020Q3 20214
SCHH SCHWAB U.S. REIT ETF440.04%0.04%0.04%Q4 2021Q3 20224
IJJ ISHARES TR310.03%0.04%0.04%Q4 2020Q3 20234
BK BANK NEW YORK MELLON C...220.03%0.03%0.04%Q1 2022Q1 20234
SUB ISHARES TR220.03%0.03%0.04%Q2 2022Q3 20234
NH NANTHEALTH INC440.00%0.00%0.01%Q3 2018Q2 20194
PRAH PRA HEALTH SCIENCES INC330.68%0.98%1.31%Q4 2018Q2 20193
BHI Baker Hughes Inc330.44%0.87%1.21%Q4 2016Q2 20173
JD JD.Com Inc F Sponsored...330.79%0.81%0.83%Q4 2017Q2 20183
FCX FREEPORT-MCMORAN INC CL B330.50%0.56%0.59%Q1 2023Q3 20233
BHP BHP GROUP LTD SPONSORE...330.43%0.44%0.45%Q1 2023Q3 20233
BIDU Baidu Inc F ADR330.24%0.41%0.55%Q4 2017Q2 20183
DD Du Pont Ei De Nemour330.33%0.38%0.45%Q4 2016Q2 20173
GNRC GENERAC HLDGS INC COM330.17%0.22%0.30%Q1 2023Q3 20233
CHGG CHEGG INC330.14%0.19%0.23%Q1 2021Q3 20213
IRBT Irobot Corp330.14%0.15%0.16%Q4 2016Q2 20173
BKR Baker Hughes A G E C C...210.08%0.10%0.14%Q3 2017Q2 20183
NEE NEXTERA ENERGY INC COM210.03%0.08%0.16%Q4 2016Q1 20233
ITB ISHARES U.S. HOME CONS...330.03%0.03%0.04%Q1 2023Q3 20233
IGV ISHARES EXPANDED TECH-...330.03%0.03%0.03%Q1 2023Q3 20233
NVO NOVO-NORDISK A S ADR330.03%0.03%0.03%Q1 2023Q3 20233
FRC FIRST REP BK SAN FRANC...330.03%0.03%0.03%Q2 2021Q4 20213
GS GOLDMAN SACHS GROUP INC330.02%0.03%0.03%Q2 2021Q4 20213
SIRI SIRIUS XM HOLDINGS INC330.01%0.01%0.02%Q3 2020Q1 20213
SNDL SUNDIAL GROWERS INC330.00%0.00%0.00%Q1 2021Q3 20213
R Ryder System Inc221.02%1.14%1.28%Q4 2016Q1 20172
APC Anadarko Petroleum220.70%0.77%0.84%Q4 2016Q1 20172
EQIX EQUINIX INC COM220.13%0.24%0.34%Q2 2023Q3 20232
BND Vanguard Total Bond Ma...220.18%0.19%0.20%Q4 2016Q1 20172
MCK Mckesson Corporation220.14%0.17%0.19%Q4 2016Q1 20172
CBRE Cbre Group Inc220.13%0.14%0.15%Q4 2016Q1 20172
QQQ PowerShares QQQ Trust ...220.08%0.09%0.09%Q3 2017Q4 20172
T A T & T Inc220.08%0.09%0.09%Q2 2018Q3 20182
ORIT Oritani Finl220.06%0.06%0.07%Q2 2018Q3 20182
IWD ISHARES TR220.04%0.04%0.04%Q1 2021Q2 20212
EFG ISHARES TR220.03%0.04%0.04%Q4 2020Q1 20212
DRAFTKINGS INC NEW COM...220.03%0.03%0.04%Q2 2023Q3 20232
MET METLIFE INC COM110.03%0.03%0.04%Q1 2022Q4 20222
TEX TEREX CORP NEW COM220.03%0.03%0.03%Q2 2023Q3 20232
SNY SANOFI220.03%0.03%0.03%Q1 2022Q2 20222
NEXTDOOR HOLDINGS INC ...220.02%0.02%0.02%Q2 2022Q3 20222
PXLW PIXELWORKS INC220.01%0.02%0.02%Q1 2021Q2 20212
MINERVA SURGICAL INC COM220.00%0.01%0.01%Q3 2022Q4 20222
ASTR ASTRA SPACE INC COM CL A220.00%0.00%0.00%Q2 2022Q3 20222
CF CF Industries HLDG110.86%0.86%0.86%Q1 2017Q1 20171
1/100 Berkshire HTWY Cla110.46%0.46%0.46%Q4 2016Q4 20161
Vanguard Total Stock MKT110.40%0.40%0.40%Q1 2017Q1 20171
IBDV ISHARES IBONDS DEC 203...110.26%0.26%0.26%Q3 2023Q3 20231
UPWK UPWORK INC110.18%0.18%0.18%Q2 2019Q2 20191
OIH VANECK OIL SERVICES ETF110.15%0.15%0.15%Q3 2023Q3 20231
EGC Energy XXI Gulf Coast110.11%0.11%0.11%Q1 2017Q1 20171
DOW Dow Chemical Company110.11%0.11%0.11%Q1 2017Q1 20171
LIN Linde PLC110.09%0.09%0.09%Q4 2018Q4 20181
KSU Kansas City Southern110.09%0.09%0.09%Q3 2018Q3 20181
PX Praxair Inc110.08%0.08%0.08%Q3 2018Q3 20181
ETP Energy Transfer Part LP110.07%0.07%0.07%Q3 2018Q3 20181
TRUP TRUPANION INC110.05%0.05%0.05%Q2 2020Q2 20201
AIMT AIMMUNE THERAPEUTICS INC110.04%0.04%0.04%Q3 2020Q3 20201
IEMG ISHARES CORE MSCI EMER...110.04%0.04%0.04%Q3 2022Q3 20221
APA APA CORPORATION COM110.03%0.03%0.03%Q4 2022Q4 20221
CHPT CHARGEPOINT HOLDINGS INC110.03%0.03%0.03%Q2 2022Q2 20221
AXON AXON ENTERPRISE INC COM110.03%0.03%0.03%Q1 2023Q1 20231
TT TRANE TECHNOLOGIES PLC110.03%0.03%0.03%Q2 2021Q2 20211
SCHG SCHWAB STRATEGIC TR110.03%0.03%0.03%Q4 2021Q4 20211
LUV SOUTHWEST AIRLS CO110.03%0.03%0.03%Q1 2022Q1 20221
SKIS Peak Resorts Inc110.02%0.02%0.02%Q2 2018Q2 20181
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The securities at the top of the list , including Workday Inc Class A, APPLE INC COM, and PALO ALTO NETWORKS INC COM, are the highest-conviction holdings of LYELL WEALTH MANAGEMENT, LP.

The conviction is calculated by counting the number of quarters a security has been reported by LYELL WEALTH MANAGEMENT, LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that LYELL WEALTH MANAGEMENT, LP owns currently or has owned in the past.