$626 Million is the total value of LYELL WEALTH MANAGEMENT, LP's 158 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $23,348,000 | +20.4% | 175,961 | +5.0% | 3.73% | +2.6% |
| WDAY | Buy | WORKDAY INCcl a | $23,131,000 | +41.2% | 96,537 | +26.8% | 3.69% | +20.4% |
| AMZN | Sell | AMAZON COM INC | $17,640,000 | +3.2% | 5,416 | -0.3% | 2.82% | -12.1% |
| SHOP | Sell | SHOPIFY INCcl a | $17,373,000 | +9.0% | 15,348 | -1.5% | 2.78% | -7.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $17,248,000 | +17.0% | 73,646 | -1.6% | 2.76% | -0.3% |
| MSFT | Buy | MICROSOFT CORP | $16,261,000 | +14.5% | 73,108 | +8.3% | 2.60% | -2.4% |
| TWLO | Buy | TWILIO INCcl a | $13,733,000 | +37.5% | 40,570 | +0.4% | 2.19% | +17.2% |
| VEEV | Sell | VEEVA SYS INC | $13,562,000 | -3.7% | 49,815 | -0.5% | 2.17% | -17.9% |
| FB | Buy | FACEBOOK INCcl a | $13,180,000 | +13.4% | 48,251 | +8.7% | 2.10% | -3.3% |
| NOW | Buy | SERVICENOW INC | $12,806,000 | +15.3% | 23,266 | +1.6% | 2.04% | -1.7% |
| INTU | Buy | INTUIT | $12,244,000 | +26.3% | 32,235 | +8.5% | 1.96% | +7.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $11,834,000 | +26.4% | 6,752 | +5.7% | 1.89% | +7.8% |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $11,790,000 | -16.5% | 91,590 | -32.4% | 1.88% | -28.9% |
| CRM | Buy | SALESFORCE COM INC | $11,398,000 | -2.8% | 51,219 | +9.8% | 1.82% | -17.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $11,331,000 | +13.0% | 24,315 | +7.2% | 1.81% | -3.6% |
| NKE | Buy | NIKE INCcl b | $11,000,000 | +22.9% | 77,753 | +9.3% | 1.76% | +4.8% |
| NVDA | Buy | NVIDIA CORPORATION | $10,852,000 | -1.8% | 20,782 | +1.7% | 1.73% | -16.3% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $10,523,000 | -29.1% | 31,197 | -1.1% | 1.68% | -39.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $10,260,000 | +5.2% | 20,516 | +3.2% | 1.64% | -10.2% |
| DIS | Buy | DISNEY WALT CO | $10,103,000 | +52.3% | 55,762 | +4.3% | 1.61% | +30.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $9,958,000 | +12.5% | 26,429 | +6.0% | 1.59% | -4.2% |
| DXCM | Buy | DEXCOM INC | $9,913,000 | -6.6% | 26,813 | +4.1% | 1.58% | -20.4% |
| IDXX | Sell | IDEXX LABS INC | $9,779,000 | +27.1% | 19,563 | -0.0% | 1.56% | +8.4% |
| HD | Buy | HOME DEPOT INC | $9,744,000 | +8.6% | 36,683 | +13.6% | 1.56% | -7.4% |
| TIP | Buy | ISHARES TRtips bd etf | $9,554,000 | +15.8% | 74,842 | +14.7% | 1.53% | -1.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $9,538,000 | +16.6% | 11,659 | +1.2% | 1.52% | -0.6% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $9,527,000 | +28.2% | 40,735 | -0.4% | 1.52% | +9.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,284,000 | +37.8% | 73,059 | +4.4% | 1.48% | +17.5% |
| V | Buy | VISA INC | $9,098,000 | +19.4% | 41,595 | +9.2% | 1.45% | +1.8% |
| HON | Buy | HONEYWELL INTL INC | $9,060,000 | +38.0% | 42,596 | +6.8% | 1.45% | +17.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $8,603,000 | +45.0% | 24,207 | -0.1% | 1.37% | +23.7% |
| DOCU | Buy | DOCUSIGN INC | $8,094,000 | +7.1% | 36,409 | +3.7% | 1.29% | -8.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $7,895,000 | +33.0% | 4,507 | +11.6% | 1.26% | +13.4% |
| ZTS | Buy | ZOETIS INCcl a | $7,365,000 | +2.0% | 44,504 | +1.9% | 1.18% | -13.1% |
| SYK | Buy | STRYKER CORPORATION | $6,717,000 | +18.9% | 27,342 | +1.1% | 1.07% | +1.3% |
| XBI | Buy | SPDR SER TRs&p biotech | $6,684,000 | +31.7% | 47,475 | +4.3% | 1.07% | +12.3% |
| DLR | Buy | DIGITAL RLTY TR INC | $6,621,000 | +0.4% | 47,079 | +4.8% | 1.06% | -14.5% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $6,372,000 | +0.8% | 45,046 | +4.9% | 1.02% | -14.0% |
| UNP | Buy | UNION PAC CORP | $6,143,000 | +104.4% | 29,503 | +93.3% | 0.98% | +74.2% |
| NFLX | Buy | NETFLIX INC | $5,900,000 | +23.2% | 10,912 | +13.9% | 0.94% | +5.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,778,000 | +8.2% | 98,346 | +9.5% | 0.92% | -7.8% |
| SBUX | Buy | STARBUCKS CORP | $5,728,000 | +25.0% | 53,544 | +0.4% | 0.92% | +6.6% |
| ILMN | Sell | ILLUMINA INC | $5,627,000 | +14.7% | 15,208 | -4.2% | 0.90% | -2.2% |
| TGT | Buy | TARGET CORP | $5,610,000 | +40.0% | 31,779 | +24.8% | 0.90% | +19.3% |
| PTON | Sell | PELOTON INTERACTIVE INC | $5,568,000 | +30.5% | 36,701 | -14.7% | 0.89% | +11.1% |
| SMH | Buy | VANECK VECTORS ETF TRsemiconductor et | $5,542,000 | +31.2% | 25,375 | +4.7% | 0.88% | +11.9% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $5,521,000 | +20.6% | 59,458 | +5.1% | 0.88% | +2.8% |
| COUP | Buy | COUPA SOFTWARE INC | $5,505,000 | +26.1% | 16,243 | +2.0% | 0.88% | +7.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $5,297,000 | +16.9% | 101,091 | +3.2% | 0.85% | -0.4% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $4,986,000 | +21.5% | 27,925 | +10.3% | 0.80% | +3.5% |
| ABT | Buy | ABBOTT LABS | $4,830,000 | +35.0% | 44,117 | +34.2% | 0.77% | +15.1% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $4,674,000 | +12.3% | 175,831 | +11.7% | 0.75% | -4.4% |
| IBDN | Sell | ISHARES TRibonds dec22 etf | $4,533,000 | -1.8% | 177,284 | -1.5% | 0.72% | -16.2% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $4,416,000 | +7.8% | 168,099 | +7.7% | 0.70% | -8.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,409,000 | +17.6% | 12,351 | +11.4% | 0.70% | +0.1% |
| IBDM | Sell | ISHARES TRibonds dec21 etf | $4,325,000 | -3.5% | 173,645 | -2.9% | 0.69% | -17.6% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $4,225,000 | -12.3% | 26,540 | -8.3% | 0.68% | -25.2% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,774,000 | +65.0% | 38,852 | +62.8% | 0.60% | +40.9% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $3,745,000 | +1.1% | 31,218 | +2.6% | 0.60% | -13.8% |
| WORK | Sell | SLACK TECHNOLOGIES INC | $3,661,000 | +16.0% | 86,678 | -26.2% | 0.58% | -1.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $3,332,000 | -31.3% | 10,933 | -28.9% | 0.53% | -41.5% |
| EXTR | Buy | EXTREME NETWORKS INC | $3,312,000 | +82.1% | 480,724 | +6.3% | 0.53% | +55.1% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $3,194,000 | +61.8% | 36,070 | +40.6% | 0.51% | +37.8% |
| PEP | Buy | PEPSICO INC | $3,020,000 | +25.8% | 20,227 | +16.8% | 0.48% | +7.1% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $2,959,000 | +31.2% | 108,127 | +30.0% | 0.47% | +11.8% |
| EWJ | New | ISHARES INCmsci jpn etf new | $2,927,000 | – | 43,319 | +100.0% | 0.47% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,809,000 | +49.2% | 7,490 | +33.8% | 0.45% | +27.2% |
| BLK | Buy | BLACKROCK INC | $2,734,000 | +610.1% | 3,789 | +454.8% | 0.44% | +506.9% |
| BA | Buy | BOEING CO | $2,629,000 | +42.8% | 12,281 | +10.2% | 0.42% | +21.7% |
| BAC | Sell | BK OF AMERICA CORP | $2,584,000 | -44.5% | 85,256 | -55.9% | 0.41% | -52.7% |
| ASML | New | ASML HOLDING N V | $2,397,000 | – | 4,915 | +100.0% | 0.38% | – |
| TSLA | Buy | TESLA INC | $2,050,000 | +67.3% | 2,905 | +1.8% | 0.33% | +42.8% |
| CSCO | Sell | CISCO SYS INC | $2,002,000 | -31.1% | 44,734 | -39.4% | 0.32% | -41.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,692,000 | +7.4% | 14,918 | -0.1% | 0.27% | -8.5% |
| XLNX | Buy | XILINX INC | $1,364,000 | +36.1% | 9,621 | +0.1% | 0.22% | +16.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,357,000 | +13.7% | 5,852 | +4.4% | 0.22% | -3.1% |
| INTC | Buy | INTEL CORP | $1,299,000 | +17.2% | 26,081 | +21.9% | 0.21% | -0.5% |
| CRVL | CORVEL CORP | $1,272,000 | +24.1% | 12,000 | 0.0% | 0.20% | +5.7% | |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $1,247,000 | – | 9,143 | +100.0% | 0.20% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,112,000 | – | 4,840 | +100.0% | 0.18% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,051,000 | +82.5% | 2,801 | +63.4% | 0.17% | +55.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,044,000 | +11.2% | 2,478 | -10.3% | 0.17% | -5.1% |
| SONO | Buy | SONOS INC | $1,019,000 | +210.7% | 43,569 | +101.4% | 0.16% | +167.2% |
| GLD | SPDR GOLD TR | $967,000 | +0.7% | 5,420 | 0.0% | 0.15% | -14.4% | |
| NTES | Buy | NETEASE INCsponsored ads | $958,000 | +5.4% | 10,000 | +400.0% | 0.15% | -10.0% |
| SQ | Sell | SQUARE INCcl a | $875,000 | +31.8% | 4,020 | -1.6% | 0.14% | +12.9% |
| CVX | Sell | CHEVRON CORP NEW | $807,000 | -29.9% | 9,555 | -40.3% | 0.13% | -40.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $801,000 | +6.1% | 11,882 | +0.9% | 0.13% | -9.2% |
| CSX | Buy | CSX CORP | $775,000 | +17.4% | 8,535 | +0.4% | 0.12% | 0.0% |
| DHI | Sell | D R HORTON INC | $773,000 | -11.0% | 11,212 | -2.4% | 0.12% | -24.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $746,000 | +55.1% | 3,092 | +39.5% | 0.12% | +32.2% |
| IWM | New | ISHARES TRrussell 2000 etf | $731,000 | – | 3,726 | +100.0% | 0.12% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $725,000 | +24.1% | 5,573 | +11.3% | 0.12% | +6.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $715,000 | +127.0% | 8,585 | +125.9% | 0.11% | +93.2% |
| AMGN | Buy | AMGEN INC | $710,000 | +13.4% | 3,087 | +25.4% | 0.11% | -3.4% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $673,000 | – | 9,320 | +100.0% | 0.11% | – |
| RHI | New | ROBERT HALF INTL INC | $664,000 | – | 10,633 | +100.0% | 0.11% | – |
| MU | New | MICRON TECHNOLOGY INC | $628,000 | – | 8,350 | +100.0% | 0.10% | – |
| USIG | New | ISHARES TRusd inv grde etf | $626,000 | – | 10,100 | +100.0% | 0.10% | – |
| UBER | UBER TECHNOLOGIES INC | $594,000 | +39.8% | 11,650 | 0.0% | 0.10% | +18.8% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $590,000 | -35.8% | 8,252 | -48.3% | 0.09% | -45.3% |
| SIVB | Buy | SVB FINANCIAL GROUP | $583,000 | +61.5% | 1,503 | +0.2% | 0.09% | +36.8% |
| MS | New | MORGAN STANLEY | $573,000 | – | 8,356 | +100.0% | 0.09% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $562,000 | +181.0% | 8,993 | +171.0% | 0.09% | +143.2% |
| SVMK | Sell | SVMK INC | $561,000 | +10.4% | 21,959 | -4.4% | 0.09% | -5.3% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $549,000 | 0.0% | 18,625 | -18.3% | 0.09% | -14.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $549,000 | -65.3% | 1,547 | -62.5% | 0.09% | -70.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $540,000 | +23.6% | 3,884 | +23.7% | 0.09% | +4.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $540,000 | +9.1% | 3,430 | +3.1% | 0.09% | -7.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $525,000 | +1.7% | 3,118 | +0.6% | 0.08% | -13.4% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $520,000 | +35.4% | 7,817 | +10.6% | 0.08% | +15.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $512,000 | +21.3% | 4,235 | +0.7% | 0.08% | +3.8% |
| IBDR | New | ISHARES TRibonds dec2026 | $493,000 | – | 18,189 | +100.0% | 0.08% | – |
| DKNG | New | DRAFTKINGS INC | $489,000 | – | 10,498 | +100.0% | 0.08% | – |
| FDX | Buy | FEDEX CORP | $482,000 | +7.1% | 1,856 | +4.2% | 0.08% | -8.3% |
| WPRT | Buy | WESTPORT FUEL SYSTEMS INC | $474,000 | +351.4% | 88,900 | +37.8% | 0.08% | +280.0% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $470,000 | – | 9,382 | +100.0% | 0.08% | – |
| SYY | Buy | SYSCO CORP | $467,000 | +19.7% | 6,295 | +0.3% | 0.08% | +2.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $464,000 | -17.9% | 1,831 | -26.2% | 0.07% | -30.2% |
| GAMR | ETF MANAGERS TRwedbush vid game | $463,000 | +16.0% | 5,870 | 0.0% | 0.07% | -1.3% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $442,000 | +17.9% | 1,409 | +4.4% | 0.07% | +1.4% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $426,000 | – | 2,188 | +100.0% | 0.07% | – |
| PFE | Buy | PFIZER INC | $417,000 | +92.2% | 11,338 | +91.3% | 0.07% | +63.4% |
| IWR | New | ISHARES TRrus mid cap etf | $420,000 | – | 6,120 | +100.0% | 0.07% | – |
| KO | Buy | COCA COLA CO | $411,000 | +11.7% | 7,490 | +1.2% | 0.07% | -4.3% |
| GILD | GILEAD SCIENCES INC | $408,000 | -7.7% | 7,000 | 0.0% | 0.06% | -21.7% | |
| LLY | Buy | LILLY ELI & CO | $408,000 | +14.9% | 2,414 | +0.8% | 0.06% | -3.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $367,000 | +45.1% | 1,777 | +23.8% | 0.06% | +25.5% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $361,000 | +21.5% | 1,699 | +7.9% | 0.06% | +3.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $360,000 | +9.8% | 1,547 | +38.5% | 0.06% | -6.6% |
| CHWY | CHEWY INCcl a | $351,000 | +64.0% | 3,900 | 0.0% | 0.06% | +40.0% | |
| MUB | New | ISHARES TRnational mun etf | $347,000 | – | 2,965 | +100.0% | 0.06% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $344,000 | -54.4% | 1,765 | -60.2% | 0.06% | -61.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $323,000 | +34.0% | 2,530 | +13.5% | 0.05% | +15.6% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $313,000 | +9.1% | 2,221 | 0.0% | 0.05% | -7.4% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $315,000 | +36.4% | 2,662 | +36.3% | 0.05% | +16.3% |
| IQV | New | IQVIA HLDGS INC | $315,000 | – | 1,756 | +100.0% | 0.05% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $306,000 | – | 3,342 | +100.0% | 0.05% | – |
| SPLK | SPLUNK INC | $292,000 | -9.6% | 1,719 | 0.0% | 0.05% | -23.0% | |
| QCOM | Buy | QUALCOMM INC | $291,000 | +31.1% | 1,913 | +1.5% | 0.05% | +9.5% |
| EFA | New | ISHARES TRmsci eafe etf | $286,000 | – | 3,925 | +100.0% | 0.05% | – |
| CREDIT SUISSE AG NASSAU BRHlg cap grth enh | $285,000 | +21.8% | 520 | 0.0% | 0.05% | +4.5% | ||
| MGA | New | MAGNA INTL INC | $283,000 | – | 4,000 | +100.0% | 0.04% | – |
| CAT | Buy | CATERPILLAR INC | $277,000 | +23.7% | 1,521 | +1.4% | 0.04% | +4.8% |
| LOW | Buy | LOWES COS INC | $260,000 | -1.9% | 1,621 | +1.3% | 0.04% | -16.0% |
| AMP | Buy | AMERIPRISE FINL INC | $266,000 | +26.7% | 1,369 | +0.3% | 0.04% | +7.7% |
| OKTA | OKTA INCcl a | $247,000 | +18.8% | 971 | 0.0% | 0.04% | 0.0% | |
| EFG | New | ISHARES TReafe grwth etf | $247,000 | – | 2,450 | +100.0% | 0.04% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $245,000 | – | 2,236 | +100.0% | 0.04% | – |
| DEO | New | DIAGEO PLCspon adr new | $224,000 | – | 1,411 | +100.0% | 0.04% | – |
| DE | New | DEERE & CO | $217,000 | – | 806 | +100.0% | 0.04% | – |
| TOL | TOLL BROTHERS INC | $217,000 | -10.7% | 5,000 | 0.0% | 0.04% | -23.9% | |
| IWO | New | ISHARES TRrus 2000 grw etf | $212,000 | – | 740 | +100.0% | 0.03% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $212,000 | – | 2,460 | +100.0% | 0.03% | – |
| SE | New | SEA LTDsponsord ads | $209,000 | – | 1,050 | +100.0% | 0.03% | – |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $207,000 | -0.5% | 2,503 | 0.0% | 0.03% | -15.4% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $115,000 | +38.6% | 13,900 | 0.0% | 0.02% | +12.5% | |
| SIRI | SIRIUS XM HOLDINGS INC | $104,000 | +18.2% | 16,371 | 0.0% | 0.02% | +6.2% | |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -10,714 | -100.0% | -0.03% | – |
| AIMT | Exit | AIMMUNE THERAPEUTICS INC | $0 | – | -6,000 | -100.0% | -0.04% | – |
| MMM | Exit | 3M CO | $0 | – | -1,350 | -100.0% | -0.04% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -856 | -100.0% | -0.05% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -93,389 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Workday Inc Class A | 28 | Q3 2023 | 5.2% |
| APPLE INC COM | 28 | Q3 2023 | 4.4% |
| PALO ALTO NETWORKS INC COM | 28 | Q3 2023 | 6.5% |
| MICROSOFT CORP COM | 28 | Q3 2023 | 3.4% |
| AMAZON COM INC COM | 28 | Q3 2023 | 3.3% |
| ALPHABET INC CAP STK CL A | 28 | Q3 2023 | 2.8% |
| META PLATFORMS INC CL A | 28 | Q3 2023 | 3.2% |
| Intuit Inc | 28 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO COM | 28 | Q3 2023 | 2.5% |
| Thermo Fisher SCNTFC | 28 | Q3 2023 | 2.3% |
View LYELL WEALTH MANAGEMENT, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-10 |
View LYELL WEALTH MANAGEMENT, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.