Lyell Wealth Management, LP Sells in Q3 2025

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-24
- 0.18%
$92.26 - $97.51 $2.21K - $2.34K
13.6K $1.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-40
- 0.07%
$21.69 - $23.34 $868 - $934
56K $1.3M
DASH
Door Dash, Inc.

Communication Services
-300
- 5.17%
$234.5 - $272.5 $70.4K - $81.8K
5.5K $1.5M
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.53%
$184.85 - $231.54 $1.48K - $1.85K
1.51K $350K
UNP
Union Pacific Corp

Industrials
-601
- 1.74%
$214.91 - $237.16 $129K - $143K
34K $8.03M
NOC
Northrop Grumman Corp

Industrials
-166
- 7.72%
$498.9 - $609.32 $82.8K - $101K
1.98K $1.21M
JNJ
Johnson & Johnson

Healthcare
-296
- 3.86%
$155.17 - $185.42 $45.9K - $54.9K
7.37K $1.37M
MSFT
Microsoft Corp

Technology
-2.99K
- 3.32%
$491.09 - $535.64 $1.47M - $1.6M
87.1K $45.1M
MU
Micron Technology Inc

Technology
-500
- 5.04%
$104.88 - $168.89 $52.4K - $84.4K
9.42K $1.58M
BAC
Bank Of America Corp

Financial Services
-456
- 0.51%
$44.92 - $52.42 $20.5K - $23.9K
89K $4.59M
TSLA
Tesla, Inc.

Consumer Cyclical
-36
- 0.89%
$293.94 - $444.72 $10.6K - $16K
4K $1.78M
AMD
Advanced Micro Devices Inc

Technology
-7.56K
- 8.72%
$134.8 - $184.42 $1.02M - $1.39M
79.2K $12.8M
VEEV
Veeva Systems Inc

Healthcare
-72
- 0.13%
$269.2 - $297.91 $19.4K - $21.4K
54.1K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.08%
$617.65 - $666.84 $8.03K - $8.67K
16.2K $10.8M
AVGO
Broadcom Inc.

Technology
-77
- 0.47%
$264.74 - $369.57 $20.4K - $28.5K
16.4K $5.41M
JPM
Jpmorgan Chase & CO

Financial Services
-3.6K
- 3.59%
$282.78 - $316.06 $1.02M - $1.14M
96.7K $30.5M
APH
Amphenol Corp

Technology
-298
- 0.15%
$97.39 - $125.4 $29K - $37.4K
195K $24.2M
SHOP
Shopify Inc.

Technology
-48
- 0.03%
$112.11 - $157.12 $5.38K - $7.54K
165K $24.5M
GOOG
Alphabet Inc.

Communication Services
-781
- 0.84%
$175.16 - $255.24 $137K - $199K
92.3K $22.5M
AAPL
Apple Inc.

Technology
-1.99K
- 1.08%
$202.38 - $256.87 $403K - $511K
182K $46.2M
NVDA
Nvidia Corp

Technology
-3.69K
- 0.62%
$153.3 - $186.58 $566K - $689K
591K $110M
Activity Summary
Buys All Purchases 75 New Holdings 5 Increased Positions 70 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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