LYELL WEALTH MANAGEMENT, LP Q1 2021 Filing

Filed May 7, 2021

Portfolio Value

$686.5B

Holdings

172

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
XYZSQUARE INC
3,870$879.0M0.13%
102
DWDMORGAN STANLEY
10,914$848.0M0.12%
103
XLFSELECT SECTOR SPDR TR
24,702$841.0M0.12%
104
USIGISHARES TR
14,220$840.0M0.12%
105
XLFISELECT SECTOR SPDR TR
12,149$830.0M0.12%
106
RHIROBERT HALF INTL INC
10,633$830.0M0.12%
107
CSXCSX CORP
8,556$825.0M0.12%
108
BMYBRISTOL-MYERS SQUIBB CO
12,850$818.0M0.12%
109
RSPINVESCO EXCHANGE TRADED FD T
5,271$747.0M0.11%
110
SIVBEURSVB FINANCIAL GROUP
1,507$744.0M0.11%
111
XLKSELECT SECTOR SPDR TR
5,580$741.0M0.11%
112
NDQINVESCO QQQ TR
2,241$716.0M0.10%
113
EMBISHARES TR
6,320$688.0M0.10%
114
IJRISHARES TR
6,115$664.0M0.10%
115
OKTAOKTA INC
2,984$658.0M0.10%
116
IBDRISHARES TR
24,805$654.0M0.10%
117
VWOVANGUARD INTL EQUITY INDEX F
12,432$647.0M0.09%
118
WPRTWESTPORT FUEL SYSTEMS INC
88,900$639.0M0.09%
119
UBERUBER TECHNOLOGIES INC
11,650$635.0M0.09%
120
BABAALIBABA GROUP HLDG LTD
2,802$635.0M0.09%
121
RTXRAYTHEON TECHNOLOGIES CORP
8,181$632.0M0.09%
122
AXPAMERICAN EXPRESS CO
4,219$599.0M0.09%
123
AVGOBROADCOM INC
1,256$582.0M0.08%
124
ETF MANAGERS TR
8,544$571.0M0.08%
125
JNJJOHNSON & JOHNSON
3,447$566.0M0.08%
126
DKNG1USDDRAFTKINGS INC
8,948$549.0M0.08%
127
IWOISHARES TR
1,790$538.0M0.08%
128
AGGISHARES TR
4,565$520.0M0.08%
129
PGPROCTER AND GAMBLE CO
3,813$516.0M0.08%
130
FDXFEDEX CORP
1,738$495.0M0.07%
131
GILDGILEAD SCIENCES INC
7,450$481.0M0.07%
132
IQVIQVIA HLDGS INC
2,396$463.0M0.07%
133
QCOMQUALCOMM INC
3,313$439.0M0.06%
134
SYYSYSCO CORP
5,375$426.0M0.06%
135
LLYLILLY ELI & CO
2,239$418.0M0.06%
136
AMDADVANCED MICRO DEVICES INC
5,251$412.0M0.06%
137
FDNFIRST TR EXCHANGE-TRADED FD
1,876$409.0M0.06%
138
SVMKUSDSVMK INC
21,959$402.0M0.06%
139
VOVANGUARD INDEX FDS
1,777$393.0M0.06%
140
KOCOCA COLA CO
7,340$390.0M0.06%
141
MUBISHARES TR
3,190$370.0M0.05%
142
CATCATERPILLAR INC
1,539$357.0M0.05%
143
MGAMAGNA INTL INC
4,000$352.0M0.05%
144
VTIVANGUARD INDEX FDS
1,663$344.0M0.05%
145
LMTLOCKHEED MARTIN CORP
923$341.0M0.05%
146
CHWYCHEWY INC
3,900$330.0M0.05%
147
DEDEERE & CO
863$324.0M0.05%
148
A4SAMERIPRISE FINL INC
1,377$320.0M0.05%
149
LOWLOWES COS INC
1,654$315.0M0.05%
150
VUGVANGUARD INDEX FDS
1,222$314.0M0.05%
151
PFEPFIZER INC
8,658$314.0M0.05%
152
AQLTISHARES TR
4,250$306.0M0.04%
153
LRCXEURLAM RESEARCH CORP
510$304.0M0.04%
154
IWDISHARES TR
1,980$300.0M0.04%
155
CREDIT SUISSE AG NASSAU BRH
520$290.0M0.04%
156
TOLTOLL BROTHERS INC
5,000$284.0M0.04%
157
XOMEXXON MOBIL CORP
4,984$278.0M0.04%
158
ABBVABBVIE INC
2,518$272.0M0.04%
159
PXDEURPIONEER NAT RES CO
1,510$241.0M0.04%
160
ITWILLINOIS TOOL WKS INC
1,059$236.0M0.03%
161
SESEA LTD
1,050$234.0M0.03%
162
DEODIAGEO PLC
1,411$234.0M0.03%
163
CICIGNA CORP NEW
924$223.0M0.03%
164
EFGISHARES TR
2,100$211.0M0.03%
165
WORKSLACK TECHNOLOGIES INC
5,140$209.0M0.03%
166
EEMISHARES TR
3,890$207.0M0.03%
167
BSVVANGUARD BD INDEX FDS
2,503$206.0M0.03%
168
TFCTRUIST FINL CORP
3,484$203.0M0.03%
169
PXLWEURPIXELWORKS INC
50,000$166.0M0.02%
170
PAAPLAINS ALL AMERN PIPELINE L
13,900$126.0M0.02%
171
SIRIEURSIRIUS XM HOLDINGS INC
10,671$65.0M0.01%
172
SNDLEURSUNDIAL GROWERS INC
25,000$28.0M0.00%
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