Lyell Wealth Management, LP Incresed Positions in Q4 2024

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Reddit Inc Cl A
2.9K
+ 37.04%
N/A
10.7K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.02%
$61.68 - $67.87 $617 - $679
48.8K $3.04M
Lam Research Corp Com New
5.04K
+ 900.0%
N/A
5.6K $0
PG
Procter & Gamble CO

Consumer Defensive
50
+ 1.14%
$161.05 - $179.7 $8.05K - $8.99K
4.44K $743K
SYK
Stryker Corp

Healthcare
32
+ 0.09%
$345.14 - $392.15 $11K - $12.5K
33.9K $12.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.2K
+ 100.0%
$18.41 - $40.87 $225K - $499K
24.4K $451K
MRK
Merck & Co., Inc.

Healthcare
152
+ 2.32%
$96.31 - $114.76 $14.6K - $17.4K
6.71K $667K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.5K
+ 173.68%
$26.93 - $84.95 $445K - $1.4M
26K $711K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.14%
$244.52 - $284.07 $1.47K - $1.7K
4.33K $1.07M
CRVL
Corvel Corp

Financial Services
16.4K
+ 183.46%
$111.26 - $370.61 $1.83M - $6.09M
25.4K $2.83M
IBB
Ishares Biotechnology ETF

ETFs
598
+ 2.68%
$131.21 - $148.85 $78.5K - $89K
22.9K $3.02M
LLY
Eli Lilly & CO

Healthcare
51
+ 2.06%
$727.2 - $932.06 $37.1K - $47.5K
2.53K $1.95M
UBER
Uber Technologies, Inc

Technology
27K
+ 19.83%
$59.93 - $86.34 $1.62M - $2.33M
163K $9.84M
MSFT
Microsoft Corp

Technology
471
+ 0.6%
$406.35 - $454.46 $191K - $214K
79.2K $33.4M
HD
Home Depot, Inc.

Consumer Cyclical
369
+ 0.85%
$385.02 - $431.37 $142K - $159K
43.7K $17M
BALL
Ball Corp

Consumer Cyclical
959
+ 1.75%
$54.84 - $67.94 $52.6K - $65.2K
55.6K $3.05M
CAT
Caterpillar Inc

Industrials
52
+ 0.15%
$360.37 - $416.88 $18.7K - $21.7K
35.4K $12.8M
ASML
Asml Holding Nv

Technology
982
+ 5.44%
$658.43 - $872.27 $647K - $857K
19K $13.2M
IDXX
Idexx Laboratories Inc

Healthcare
72
+ 0.34%
$406.92 - $495.42 $29.3K - $35.7K
21.1K $8.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
408
+ 1.39%
$501.29 - $612.85 $205K - $250K
29.8K $15.5M
LEN
Lennar Corp

Consumer Cyclical
4.54K
+ 5.77%
$136.2 - $188.96 $618K - $858K
83.2K $11.3M
AMD
Advanced Micro Devices Inc

Technology
1.13K
+ 1.29%
$118.88 - $172.8 $134K - $194K
88.4K $10.7M
DHI
Horton D R Inc

Consumer Cyclical
2.07K
+ 1.93%
$137.24 - $194.56 $283K - $402K
109K $15.2M
Activity Summary
Buys All Purchases 78 New Holdings 4 Increased Positions 74 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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