Lyell Wealth Management, LP Reduced Holdings in Q4 2024

Lyell Wealth Management, LP

  • $1.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
-24K
- 68.82%
$121.59 - $160.69 $2.92M - $3.86M
10.9K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
-4.9K
- 59.22%
$485.52 - $625.25 $2.38M - $3.07M
3.38K $1.71M
PEP
Pepsico Inc

Consumer Defensive
-16.8K
- 54.91%
$151.29 - $176.1 $2.55M - $2.96M
13.8K $2.1M
CI
Cigna Corp

Healthcare
-8.32K
- 73.39%
$265.59 - $358.58 $2.21M - $2.98M
3.02K $833K
SLB
Schlumberger Limited

Energy
-60.6K
- 28.42%
$36.83 - $45.59 $2.23M - $2.76M
153K $5.85M
GWRE
Guidewire Software, Inc.

Technology
-10K
- 22.13%
$168.58 - $207.12 $1.69M - $2.07M
35.2K $5.93M
CCI
Crown Castle International Corp

Real Estate
-12.6K
- 31.32%
$89.78 - $119.11 $1.13M - $1.5M
27.7K $2.51M
ZTS
Zoetis Inc.

Healthcare
-81
- 0.12%
$162.24 - $194.42 $13.1K - $15.7K
67K $10.9M
FCX
Freeport Mcmoran Inc

Basic Materials
-8.74K
- 5.82%
$38.08 - $50.82 $333K - $444K
141K $5.38M
LMT
Lockheed Martin Corp

Industrials
-1.8K
- 18.76%
$479.66 - $614.62 $862K - $1.1M
7.78K $3.78M
ADBE
Adobe Inc.

Technology
-524
- 2.71%
$437.39 - $552.96 $229K - $290K
18.8K $8.36M
NOC
Northrop Grumman Corp

Industrials
-2K
- 20.94%
$466.52 - $543.88 $935K - $1.09M
7.57K $3.55M
NKE
Nike, Inc.

Consumer Cyclical
-7.85K
- 13.78%
$73.36 - $89.13 $576K - $700K
49.1K $3.72M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-3.79K
- 53.33%
$260.96 - $307.26 $988K - $1.16M
3.31K $898K
GOOG
Alphabet Inc.

Communication Services
-18.4K
- 17.91%
$163.08 - $198.16 $3M - $3.65M
84.3K $16.1M
BHP
Bhp Group LTD

Basic Materials
-13.9K
- 64.86%
$48.78 - $62.43 $679K - $869K
7.54K $368K
IWM
Ishares Russell 2000 ETF

ETFs
-4.28K
- 23.66%
$216.13 - $242.4 $926K - $1.04M
13.8K $3.05M
XLV
Select Sector Spdr Fund Health

ETFs
-2.45K
- 7.67%
$136.28 - $154.74 $334K - $379K
29.5K $4.06M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.14K
- 24.67%
$75.1 - $82.99 $536K - $593K
21.8K $1.65M
CVX
Chevron Corp

Energy
-4.36K
- 8.36%
$141.15 - $162.53 $615K - $708K
47.8K $6.92M
UNP
Union Pacific Corp

Industrials
-378
- 1.1%
$223.15 - $249.32 $84.4K - $94.2K
34.1K $7.78M
XLE
Energy Sector Spdr

ETFs
-5.33K
- 5.18%
$83.32 - $97.27 $444K - $518K
97.6K $8.36M
PRCT
Procept Bio Robotics Corp

Healthcare
-7.75K
- 15.6%
$67.27 - $99.45 $521K - $771K
41.9K $3.38M
EEM
Ishares Msci Emerging Markets

ETFs
-4.65K
- 13.73%
$41.82 - $47.36 $194K - $220K
29.2K $1.22M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-973
- 4.62%
$89.81 - $104.0 $87.4K - $101K
20.1K $1.81M
SBUX
Starbucks Corp

Consumer Cyclical
-1.52K
- 8.05%
$87.44 - $102.5 $133K - $156K
17.4K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-528
- 17.13%
$521.84 - $558.82 $276K - $295K
2.55K $1.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.31K
- 4.98%
$106.33 - $110.69 $140K - $145K
25.1K $2.67M
VUG
Vanguard Growth ETF

ETFs
-643
- 55.0%
$378.79 - $428.11 $244K - $275K
526 $215K
XLI
Industrial Sector Spdr

ETFs
-42
- 0.08%
$131.76 - $143.99 $5.53K - $6.05K
53.8K $7.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-707
- 3.63%
$174.22 - $187.62 $123K - $133K
18.8K $3.29M
SWK
Stanley Black & Decker, Inc.

Industrials
-510
- 12.25%
$79.07 - $109.36 $40.3K - $55.8K
3.65K $293K
IQV
Iqvia Holdings Inc.

Healthcare
-200
- 12.26%
$190.97 - $236.63 $38.2K - $47.3K
1.43K $281K
AMGN
Amgen Inc

Healthcare
-5
- 0.33%
$258.78 - $328.31 $1.29K - $1.64K
1.5K $391K
XLP
Consumer Staples Sector Spdr

ETFs
-1.16K
- 23.45%
N/A
3.79K $287K
ABT
Abbott Laboratories

Healthcare
-272
- 0.47%
$111.93 - $119.39 $30.4K - $32.5K
57.4K $6.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-164
- 0.62%
$26.63 - $30.23 $4.37K - $4.96K
26.3K $699K
VB
Vanguard Small Cap ETF

ETFs
-327
- 8.98%
$233.76 - $261.58 $76.4K - $85.5K
3.32K $796K
RTX
Raytheon Technologies Corp

Industrials
-183
- 2.75%
$114.45 - $127.21 $20.9K - $23.3K
6.46K $747K
IWR
Ishares Russell Mid Cap ETF

ETFs
-600
- 4.18%
$87.25 - $95.52 $52.4K - $57.3K
13.8K $1.22M
ABBV
Abb Vie Inc.

Healthcare
-56
- 3.35%
$164.99 - $203.87 $9.24K - $11.4K
1.62K $286K
F
Ford Motor CO

Consumer Cyclical
-2.27K
- 15.25%
$9.69 - $11.4 $22K - $25.9K
12.6K $124K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-180
- 5.97%
$96.64 - $101.23 $17.4K - $18.2K
2.84K $274K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-163
- 3.51%
$81.68 - $82.93 $13.3K - $13.5K
4.49K $367K
KEYS
Keysight Technologies, Inc.

Technology
-107
- 2.66%
$149.01 - $172.53 $15.9K - $18.5K
3.92K $629K
VEEV
Veeva Systems Inc

Healthcare
-133
- 0.25%
$201.81 - $250.45 $26.8K - $33.3K
53.5K $11.3M
Atlassian Corporation Cl A
-2.68K
- 21.22%
N/A
9.97K $0
Blackrock Inc Com
-27
- 0.48%
N/A
5.57K $0
HPE
Hewlett Packard Enterprise CO

Technology
-300
- 2.16%
$19.31 - $23.95 $5.79K - $7.19K
13.6K $290K
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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