LYELL WEALTH MANAGEMENT, LP Q2 2021 Filing

Filed August 9, 2021

Portfolio Value

$807.9B

Holdings

190

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
101
IBDRISHARES TR
38,919$1.0B0.13%
102
DWDMORGAN STANLEY
11,154$1.0B0.13%
103
CVXCHEVRON CORP NEW
9,622$1.0B0.12%
104
SONOSONOS INC
28,119$991.0M0.12%
105
NDQINVESCO QQQ TR
2,773$984.0M0.12%
106
XLFSELECT SECTOR SPDR TR
26,755$982.0M0.12%
107
OKTAOKTA INC
3,924$960.0M0.12%
108
XYZSQUARE INC
3,920$956.0M0.12%
109
RHIROBERT HALF INTL INC
10,633$946.0M0.12%
110
UPSUNITED PARCEL SERVICE INC
4,510$938.0M0.12%
111
XLFISELECT SECTOR SPDR TR
13,379$936.0M0.12%
112
BMYBRISTOL-MYERS SQUIBB CO
12,838$858.0M0.11%
113
SIVBEURSVB FINANCIAL GROUP
1,540$857.0M0.11%
114
XLKSELECT SECTOR SPDR TR
5,781$854.0M0.11%
115
CSXCSX CORP
26,256$842.0M0.10%
116
USIGISHARES TR
13,620$825.0M0.10%
117
AMGNAMGEN INC
3,334$813.0M0.10%
118
EMBISHARES TR
6,979$785.0M0.10%
119
AXPAMERICAN EXPRESS CO
4,305$711.0M0.09%
120
JNJJOHNSON & JOHNSON
4,159$685.0M0.08%
121
IQVIQVIA HLDGS INC
2,599$630.0M0.08%
122
IJKISHARES TR
7,760$628.0M0.08%
123
AVGOBROADCOM INC
1,312$626.0M0.08%
124
RTXRAYTHEON TECHNOLOGIES CORP
7,121$607.0M0.08%
125
LLYLILLY ELI & CO
2,567$589.0M0.07%
126
ETF MANAGERS TR
8,299$584.0M0.07%
127
UBERUBER TECHNOLOGIES INC
11,650$584.0M0.07%
128
PGPROCTER AND GAMBLE CO
4,307$581.0M0.07%
129
AMDADVANCED MICRO DEVICES INC
6,096$573.0M0.07%
130
BABAALIBABA GROUP HLDG LTD
2,422$549.0M0.07%
131
AGGISHARES TR
4,555$525.0M0.06%
132
GILDGILEAD SCIENCES INC
7,604$524.0M0.06%
133
VWOVANGUARD INTL EQUITY INDEX F
9,609$522.0M0.06%
134
IJRISHARES TR
4,573$517.0M0.06%
135
QCOMQUALCOMM INC
3,566$510.0M0.06%
136
FDXFEDEX CORP
1,699$508.0M0.06%
137
OUNZVANECK MERK GOLD TR
28,895$498.0M0.06%
138
VOVANGUARD INDEX FDS
2,048$486.0M0.06%
139
DKNG1USDDRAFTKINGS INC
8,900$464.0M0.06%
140
FDNFIRST TR EXCHANGE-TRADED FD
1,891$463.0M0.06%
141
MOMENTIVE GLOBAL INC
21,959$463.0M0.06%
142
WYWEYERHAEUSER CO MTN BE
13,184$454.0M0.06%
143
KOCOCA COLA CO
7,708$420.0M0.05%
144
SYYSYSCO CORP
5,139$400.0M0.05%
145
PFEPFIZER INC
9,833$385.0M0.05%
146
AQLTISHARES TR
5,120$383.0M0.05%
147
DEDEERE & CO
1,058$374.0M0.05%
148
MGAMAGNA INTL INC
4,000$371.0M0.05%
149
VTIVANGUARD INDEX FDS
1,663$371.0M0.05%
150
LMTLOCKHEED MARTIN CORP
970$367.0M0.05%
151
LOWLOWES COS INC
1,884$365.0M0.05%
152
A4SAMERIPRISE FINL INC
1,464$364.0M0.05%
153
MUBISHARES TR
3,090$362.0M0.04%
154
CATCATERPILLAR INC
1,648$359.0M0.04%
155
CREDIT SUISSE AG NASSAU BRH
520$358.0M0.04%
156
XOMEXXON MOBIL CORP
5,538$349.0M0.04%
157
IWDISHARES TR
2,188$347.0M0.04%
158
WPRTWESTPORT FUEL SYSTEMS INC
64,900$345.0M0.04%
159
LRCXEURLAM RESEARCH CORP
512$334.0M0.04%
160
VUGVANGUARD INDEX FDS
1,161$333.0M0.04%
161
CHWYCHEWY INC
3,900$311.0M0.04%
162
VOOVANGUARD INDEX FDS
767$303.0M0.04%
163
DEODIAGEO PLC
1,548$297.0M0.04%
164
IWOISHARES TR
950$296.0M0.04%
165
TOLTOLL BROTHERS INC
5,000$289.0M0.04%
166
SESEA LTD
1,050$288.0M0.04%
167
EEMISHARES TR
4,930$272.0M0.03%
168
ITWILLINOIS TOOL WKS INC
1,160$261.0M0.03%
169
PXDEURPIONEER NAT RES CO
1,515$247.0M0.03%
170
CICIGNA CORP NEW
1,029$244.0M0.03%
171
TTTRANE TECHNOLOGIES PLC
1,318$243.0M0.03%
172
MMM3M CO
1,216$242.0M0.03%
173
ACNACCENTURE PLC IRELAND
822$242.0M0.03%
174
VIGVANGUARD SPECIALIZED FUNDS
1,501$232.0M0.03%
175
WFCWELLS FARGO CO NEW
4,891$221.0M0.03%
176
ABBVABBVIE INC
1,951$220.0M0.03%
177
GSGOLDMAN SACHS GROUP INC
580$220.0M0.03%
178
FRCBFIRST REP BK SAN FRANCISCO C
1,160$217.0M0.03%
179
AZNASTRAZENECA PLC
3,531$212.0M0.03%
180
BSVVANGUARD BD INDEX FDS
2,503$206.0M0.03%
181
VNQVANGUARD INDEX FDS
2,015$205.0M0.03%
182
TFCTRUIST FINL CORP
3,661$203.0M0.03%
183
WMTWALMART INC
1,441$203.0M0.03%
184
WORKSLACK TECHNOLOGIES INC
4,593$203.0M0.03%
185
ORCLORACLE CORP
2,565$200.0M0.02%
186
UNHUNITEDHEALTH GROUP INC
497$199.0M0.02%
187
FFORD MTR CO DEL
11,122$165.0M0.02%
188
PAAPLAINS ALL AMERN PIPELINE L
13,900$158.0M0.02%
189
PXLWEURPIXELWORKS INC
20,000$68.0M0.01%
190
SNDLEURSUNDIAL GROWERS INC
25,000$24.0M0.00%
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