LYELL WEALTH MANAGEMENT, LP Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$714.4B

Holdings

201

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
101
XBISPDR S&P BIOTECH ETF
22,145$1K0.00%
102
CSCOCISCO SYS INC COM
28,940$1K0.00%
103
MDYSPDR S&P MIDCAP 400 ETF TRUST
2,503$1K0.00%
104
CMCSACOMCAST CORP NEW CL A
26,903$1K0.00%
105
AVGOBROADCOM INC COM
1,783$1K0.00%
106
MUMICRON TECHNOLOGY INC COM
17,054$1K0.00%
107
PYPLPAYPAL HLDGS INC COM
14,102$1K0.00%
108
BACVERIZON COMMUNICATIONS INC COM
28,471$1K0.00%
109
TSLATESLA INC COM
8,164$1K0.00%
110
QCOMQUALCOMM INC COM
3,358$00.00%
111
KEYSKEYSIGHT TECHNOLOGIES INC COM
3,776$00.00%
112
JNJJOHNSON & JOHNSON COM
4,543$00.00%
113
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
6,151$00.00%
114
BKNGBOOKING HOLDINGS INC COM
91$00.00%
115
IEFISHARES 7-10 YEAR TREASURY BOND ETF
8,601$00.00%
116
SCHXSCHWAB U.S. LARGE-CAP ETF
13,937$00.00%
117
BKBANK NEW YORK MELLON CORP COM
5,115$00.00%
118
NVSNNOVARTIS AG SPONSORED ADR
2,800$00.00%
119
BKSEBNY MELLON US SMALL CAP CORE EQUITY ETF
3,407$00.00%
120
AXPAMERICAN EXPRESS CO COM
5,705$00.00%
121
7HPHP INC COM
21,551$00.00%
122
AMGNAMGEN INC COM
2,931$00.00%
123
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
17,610$00.00%
124
EASTSIDE DISTILLING INC COM
20,134$00.00%
125
IWFISHARES RUSSELL 1000 GROWTH ETF
3,670$00.00%
126
CHTRCHARTER COMMUNICATIONS INC NEW CL A
929$00.00%
127
A4SAMERIPRISE FINL INC COM
1,445$00.00%
128
CSXCSX CORP COM
27,345$00.00%
129
SWKSTANLEY BLACK & DECKER INC COM
10,107$00.00%
130
MOMENTIVE GLOBAL INC COM
15,859$00.00%
131
FFORD MTR CO DEL COM
22,010$00.00%
132
UPSUNITED PARCEL SERVICE INC CL B
4,570$00.00%
133
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
13,900$00.00%
134
GILDGILEAD SCIENCES INC COM
7,315$00.00%
135
TXNTEXAS INSTRS INC COM
1,809$00.00%
136
VBVANGUARD SMALL-CAP ETF
3,692$00.00%
137
PXDEURPIONEER NAT RES CO COM
1,737$00.00%
138
LRCXEURLAM RESEARCH CORP COM
583$00.00%
139
LLYLILLY ELI & CO COM
2,596$00.00%
140
WFCWELLS FARGO CO NEW COM
7,053$00.00%
141
PGPROCTER AND GAMBLE CO COM
2,843$00.00%
142
XYZBLOCK INC CL A
3,731$00.00%
143
COFCAPITAL ONE FINL CORP COM
3,778$00.00%
144
VUGVANGUARD GROWTH ETF
1,161$00.00%
145
OKTAOKTA INC CL A
3,229$00.00%
146
ITBISHARES U.S. HOME CONSTRUCTION ETF
3,275$00.00%
147
AQLTISHARES SELECT DIVIDEND ETF
3,998$00.00%
148
IJJISHARES S&P MID-CAP 400 VALUE ETF
2,675$00.00%
149
ITWILLINOIS TOOL WKS INC COM
1,027$00.00%
150
OUNZVANECK MERK GOLD TRUST
28,895$00.00%
151
MUBISHARES NATIONAL MUNI BOND ETF
3,485$00.00%
152
SCHDSCHWAB US DIVIDEND EQUITY ETF
6,771$00.00%
153
IJKISHARES S&P MID-CAP 400 GROWTH ETF
4,675$00.00%
154
TWLOTWILIO INC CL A
10,791$00.00%
155
IQVIQVIA HLDGS INC COM
3,677$00.00%
156
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,061$00.00%
157
WMTWALMART INC COM
1,532$00.00%
158
XLFFINANCIAL SELECT SECTOR SPDR FUND
23,092$00.00%
159
NEENEXTERA ENERGY INC COM
2,695$00.00%
160
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
7,205$00.00%
161
FDXFEDEX CORP COM
2,667$00.00%
162
WPRTWESTPORT FUEL SYSTEMS INC COM NEW
64,500$00.00%
163
TRMBTRIMBLE INC COM
7,400$00.00%
164
IJRISHARES CORE S&P SMALL CAP ETF
9,749$00.00%
165
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
695$00.00%
166
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
2,150$00.00%
167
SYYSYSCO CORP COM
4,800$00.00%
168
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
2,036$00.00%
169
RTXRAYTHEON TECHNOLOGIES CORP COM
7,684$00.00%
170
ORCLORACLE CORP COM
2,581$00.00%
171
XHBSPDR S&P HOMEBUILDERS ETF
4,450$00.00%
172
LOWLOWES COS INC COM
2,186$00.00%
173
AXONAXON ENTERPRISE INC COM
1,000$00.00%
174
VOVANGUARD MID-CAP ETF
2,197$00.00%
175
XOMEXXON MOBIL CORP COM
7,532$00.00%
176
VTIVANGUARD TOTAL STOCK MARKET ETF
2,678$00.00%
177
PFEPFIZER INC COM
9,485$00.00%
178
HPEHEWLETT PACKARD ENTERPRISE CO COM
22,651$00.00%
179
RHIROBERT HALF INTL INC COM
8,133$00.00%
180
TOLTOLL BROTHERS INC COM
5,900$00.00%
181
WDC 1.5 02/01/24WESTERN DIGITAL CORP. 1.5 02/01/2024
15,000$00.00%
182
NWLNEWELL BRANDS INC COM
11,935$00.00%
183
AQLTISHARES CORE MSCI EAFE ETF
6,057$00.00%
184
AGGISHARES CORE U.S. AGGREGATE BOND ETF
3,020$00.00%
185
ETFMG PRIME MOBILE PAYMENTS ETFMG PRIME MOBILE PAYMENTS FUND
5,007$00.00%
186
SCHWSCHWAB CHARLES CORP COM
9,436$00.00%
187
SONOSONOS INC COM
13,472$00.00%
188
JCIJOHNSON CTLS INTL PLC SHS
5,272$00.00%
189
KOCOCA COLA CO COM
7,635$00.00%
190
TELTE CONNECTIVITY LTD SHS
3,100$00.00%
191
INTCINTEL CORP COM
6,867$00.00%
192
ABBVABBVIE INC COM
2,417$00.00%
193
MDLZMONDELEZ INTL INC CL A
4,198$00.00%
194
ACNACCENTURE PLC IRELAND SHS CLASS A
771$00.00%
195
MRKMERCK & CO INC COM
4,237$00.00%
196
MGAMAGNA INTL INC COM
4,000$00.00%
197
BMYBRISTOL-MYERS SQUIBB CO COM
11,734$00.00%
198
TRGPTARGA RES CORP COM
3,926$00.00%
199
NVONOVO-NORDISK A S ADR
1,277$00.00%
200
WYWEYERHAEUSER CO MTN BE COM NEW
7,562$00.00%
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