Lyell Wealth Management, LP Purchases in Q3 2024

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
52
+ 0.05%
$135.21 - $197.06 $7.03K - $10.2K
107K $20.4M
AAPL
Apple Inc.

Technology
576
+ 0.31%
$207.23 - $234.82 $119K - $135K
185K $43.1M
BR
Broadridge Financial Solutions, Inc.

Technology
19.6K
New
$196.56 - $218.55 $3.86M - $4.29M
19.6K $4.22M
META
Meta Platforms, Inc.

Communication Services
650
+ 1.34%
$453.41 - $572.44 $295K - $372K
49.1K $28.1M
LEN
Lennar Corp

Consumer Cyclical
2.79K
+ 3.67%
$142.5 - $192.45 $397K - $536K
78.6K $14.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
138K
+ 501.81%
$20.12 - $21.28 $2.78M - $2.94M
166K $3.52M
NOW
Service Now, Inc.

Technology
97
+ 0.37%
$730.87 - $937.36 $70.9K - $90.9K
26.2K $23.4M
HD
Home Depot, Inc.

Consumer Cyclical
607
+ 1.42%
$333.64 - $405.2 $203K - $246K
43.4K $17.6M
SHOP
Shopify Inc.

Technology
983
+ 0.63%
$52.26 - $80.75 $51.4K - $79.4K
157K $12.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
247
+ 0.85%
$531.86 - $624.21 $131K - $154K
29.4K $18.2M
ZTS
Zoetis Inc.

Healthcare
912
+ 1.38%
$172.58 - $196.48 $157K - $179K
67.1K $13.1M
NFLX
Netflix Inc

Communication Services
1.68K
+ 13.02%
$598.55 - $722.26 $1M - $1.21M
14.6K $10.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
57.7K
+ 23.26%
$22.51 - $23.57 $1.3M - $1.36M
306K $7.19M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
46.4K
+ 17.71%
$24.62 - $25.59 $1.14M - $1.19M
308K $7.87M
MA
Mastercard Inc

Financial Services
1.31K
+ 9.56%
$429.6 - $500.99 $564K - $658K
15.1K $7.44M
VRT
Vertiv Holdings CO

Industrials
15.3K
New
$86.66 - $86.66 $1.32M - $1.32M
15.3K $1.32M
XLV
Select Sector Spdr Fund Health

ETFs
6.43K
+ 25.16%
$143.3 - $157.24 $921K - $1.01M
32K $4.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
+ 253.85%
$475.2 - $527.7 $1.05M - $1.17M
3.08K $1.63M
V
Visa Inc.

Financial Services
2.19K
+ 4.78%
$253.74 - $291.56 $556K - $639K
48.1K $13.2M
UBER
Uber Technologies, Inc

Technology
11.5K
+ 9.21%
$58.48 - $77.47 $671K - $889K
136K $10.2M
CCI
Crown Castle International Corp

Real Estate
2.74K
+ 7.3%
$95.29 - $120.24 $261K - $330K
40.3K $4.79M
GLD
Spdr Gold Trust

ETFs
425
+ 1.19%
$215.56 - $246.98 $91.6K - $105K
36.1K $8.78M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.6K
+ 11.8%
$23.63 - $24.42 $864K - $893K
346K $8.44M
JPM
Jpmorgan Chase & CO

Financial Services
1.49K
+ 1.68%
$194.9 - $224.8 $290K - $334K
89.9K $18.9M
MS
Morgan Stanley

Financial Services
3.62K
+ 3.95%
$92.07 - $106.96 $333K - $387K
95.1K $9.92M
IBDV
Ishares Tr

Technology
31.9K
+ 13.49%
$21.11 - $22.24 $674K - $710K
269K $5.95M
TMUS
T Mobile Us, Inc.

Communication Services
565
+ 2.14%
$175.14 - $206.36 $99K - $117K
26.9K $5.56M
BALL
Ball Corp

Consumer Cyclical
7.13K
+ 15.0%
$58.86 - $67.91 $420K - $484K
54.7K $3.71M
SYK
Stryker Corp

Healthcare
236
+ 0.7%
$315.94 - $371.96 $74.6K - $87.8K
33.8K $12.2M
XLI
Industrial Sector Spdr

ETFs
232
+ 0.43%
$120.56 - $135.44 $28K - $31.4K
53.8K $7.29M
ABT
Abbott Laboratories

Healthcare
1.65K
+ 2.94%
$100.07 - $118.13 $165K - $194K
57.7K $6.58M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
19.6K
+ 10.99%
$24.34 - $25.83 $476K - $505K
197K $5.08M
DLR
Digital Realty Trust, Inc.

Real Estate
1.01K
+ 1.87%
$144.47 - $162.98 $146K - $164K
55K $8.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
21.9K
+ 7.05%
$24.78 - $25.11 $542K - $549K
332K $8.33M
CI
Cigna Corp

Healthcare
1.32K
+ 13.15%
$319.12 - $367.1 $421K - $484K
11.3K $3.93M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.6K
+ 7.81%
$23.75 - $23.75 $561K - $561K
326K $7.74M
AMD
Advanced Micro Devices Inc

Technology
1.63K
+ 1.9%
$128.67 - $183.96 $210K - $300K
87.2K $14.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
531
+ 2.8%
$162.83 - $179.16 $86.5K - $95.1K
19.5K $3.49M
XLF
Financial Sector Spdr

ETFs
5.19K
+ 31.97%
$40.84 - $45.74 $212K - $237K
21.4K $970K
IBB
Ishares Biotechnology ETF

ETFs
735
+ 3.41%
$135.09 - $149.47 $99.3K - $110K
22.3K $3.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.85K
+ 34.51%
$105.53 - $118.34 $195K - $219K
7.21K $843K
TCOM
Trip.Com Group LTD

Consumer Cyclical
4K
New
$39.32 - $61.32 $157K - $245K
4K $237K
VB
Vanguard Small Cap ETF

ETFs
755
+ 26.15%
$214.77 - $237.72 $162K - $179K
3.64K $863K
WY
Weyerhaeuser CO

Real Estate
6.81K
New
$27.05 - $33.84 $184K - $231K
6.81K $230K
ENB
Enbridge Inc

Energy
5.58K
New
$35.27 - $41.18 $197K - $230K
5.58K $226K
FCX
Freeport Mcmoran Inc

Basic Materials
530
+ 0.35%
$39.52 - $51.92 $20.9K - $27.5K
150K $7.49M
ILMN
Illumina, Inc.

Healthcare
1.61K
New
$105.28 - $135.9 $170K - $219K
1.61K $210K
ACN
Accenture PLC

Technology
590
New
$295.44 - $355.81 $174K - $210K
590 $208K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
405
+ 6.14%
$97.96 - $124.99 $39.7K - $50.6K
7K $871K
Activity Summary
Buys All Purchases 80 New Holdings 11 Increased Positions 69 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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