LYELL WEALTH MANAGEMENT, LP Q2 2022 Filing

Filed July 28, 2022

Portfolio Value

$613.2B

Holdings

193

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
IWRISHARES TR
17,000$1.1B0.18%
102
VCSHVANGUARD SCOTTSDALE FDS
13,892$1.1B0.17%
103
BMYBRISTOL-MYERS SQUIBB CO
12,613$978.0M0.16%
104
IJRISHARES TR
10,305$952.0M0.16%
105
AGGISHARES TR
8,873$902.0M0.15%
106
LLYLILLY ELI & CO
2,778$901.0M0.15%
107
UPSUNITED PARCEL SERVICE INC
4,689$856.0M0.14%
108
AXPAMERICAN EXPRESS CO
5,811$809.0M0.13%
109
NETCLOUDFLARE INC
18,416$806.0M0.13%
110
JNJJOHNSON & JOHNSON
4,533$805.0M0.13%
111
IWFISHARES TR
3,617$791.0M0.13%
112
VBVANGUARD INDEX FDS
4,488$790.0M0.13%
113
MUMICRON TECHNOLOGY INC
13,872$767.0M0.13%
114
CSXCSX CORP
26,213$762.0M0.12%
115
XLFISELECT SECTOR SPDR TR
10,426$753.0M0.12%
116
RTXRAYTHEON TECHNOLOGIES CORP
7,596$730.0M0.12%
117
AMGNAMGEN INC
2,872$699.0M0.11%
118
FDXFEDEX CORP
2,911$663.0M0.11%
119
NDQINVESCO QQQ TR
2,342$658.0M0.11%
120
IQVIQVIA HLDGS INC
3,012$654.0M0.11%
121
AVGOBROADCOM INC
1,342$652.0M0.11%
122
PGPROCTER AND GAMBLE CO
4,369$628.0M0.10%
123
SCHXSCHWAB STRATEGIC TR
13,836$618.0M0.10%
124
RHIROBERT HALF INTL INC
8,143$610.0M0.10%
125
SIVBEURSVB FINANCIAL GROUP
1,522$601.0M0.10%
126
CICIGNA CORP NEW
2,181$575.0M0.09%
127
SCHWSCHWAB CHARLES CORP
8,710$550.0M0.09%
128
XOMEXXON MOBIL CORP
6,344$543.0M0.09%
129
PFEPFIZER INC
10,248$537.0M0.09%
130
UUNITY SOFTWARE INC
13,773$507.0M0.08%
131
OUNZVANECK MERK GOLD TR
28,895$507.0M0.08%
132
QCOMQUALCOMM INC
3,767$481.0M0.08%
133
SONOSONOS INC
25,763$465.0M0.08%
134
IBBISHARES TR
3,920$461.0M0.08%
135
GILDGILEAD SCIENCES INC
7,247$448.0M0.07%
136
WYWEYERHAEUSER CO MTN BE
13,259$439.0M0.07%
137
KOCOCA COLA CO
6,930$439.0M0.07%
138
CHTRCHARTER COMMUNICATIONS INC N
935$438.0M0.07%
139
UNHUNITEDHEALTH GROUP INC
848$436.0M0.07%
140
SYYSYSCO CORP
5,035$429.0M0.07%
141
INTCINTEL CORP
11,092$415.0M0.07%
142
VTIVANGUARD INDEX FDS
2,170$409.0M0.07%
143
MUBISHARES TR
3,825$407.0M0.07%
144
VOVANGUARD INDEX FDS
2,048$403.0M0.07%
145
COFCAPITAL ONE FINL CORP
3,830$399.0M0.07%
146
SCHDSCHWAB STRATEGIC TR
5,498$394.0M0.06%
147
LOWLOWES COS INC
2,217$387.0M0.06%
148
PXDEURPIONEER NAT RES CO
1,724$385.0M0.06%
149
ABBVABBVIE INC
2,337$358.0M0.06%
150
WFCWELLS FARGO CO NEW
9,053$355.0M0.06%
151
TELTE CONNECTIVITY LTD
3,115$352.0M0.06%
152
MRKMERCK & CO INC
3,808$350.0M0.06%
153
OKTAOKTA INC
3,783$342.0M0.06%
154
A4SAMERIPRISE FINL INC
1,433$341.0M0.06%
155
BKSEBNY MELLON ETF TRUST
4,279$322.0M0.05%
156
DEDEERE & CO
1,071$322.0M0.05%
157
7HPHP INC
9,531$315.0M0.05%
158
AZNASTRAZENECA PLC
4,706$311.0M0.05%
159
COPCONOCOPHILLIPS
3,390$307.0M0.05%
160
EFAISHARES TR
4,765$298.0M0.05%
161
EWJISHARES INC
5,636$298.0M0.05%
162
TXNTEXAS INSTRS INC
1,777$273.0M0.04%
163
FFORD MTR CO DEL
23,739$264.0M0.04%
164
VUGVANGUARD INDEX FDS
1,161$259.0M0.04%
165
FDNFIRST TR EXCHANGE-TRADED FD
2,038$259.0M0.04%
166
JCIJOHNSON CTLS INTL PLC
5,312$256.0M0.04%
167
SCHHSCHWAB STRATEGIC TR
12,156$256.0M0.04%
168
SHYISHARES TR
3,025$250.0M0.04%
169
BABAALIBABA GROUP HLDG LTD
2,164$246.0M0.04%
170
ETF MANAGERS TR
6,188$242.0M0.04%
171
IJKISHARES TR
3,785$241.0M0.04%
172
NVSNNOVARTIS AG
2,800$237.0M0.04%
173
TRGPTARGA RES CORP
3,926$234.0M0.04%
174
ACNACCENTURE PLC IRELAND
829$230.0M0.04%
175
SUBISHARES TR
2,175$228.0M0.04%
176
LRCXEURLAM RESEARCH CORP
531$227.0M0.04%
177
TOLTOLL BROTHERS INC
5,000$223.0M0.04%
178
MGAMAGNA INTL INC
4,000$220.0M0.04%
179
MDLZMONDELEZ INTL INC
3,444$215.0M0.04%
180
BKBANK NEW YORK MELLON CORP
5,115$213.0M0.03%
181
VNQVANGUARD INDEX FDS
2,315$211.0M0.03%
182
SNYSANOFI
4,197$210.0M0.03%
183
DEODIAGEO PLC
1,200$209.0M0.03%
184
TFCTRUIST FINL CORP
4,334$206.0M0.03%
185
CHPTCHARGEPOINT HOLDINGS INC
14,500$199.0M0.03%
186
MOMENTIVE GLOBAL INC
20,959$184.0M0.03%
187
PTONPELOTON INTERACTIVE INC
17,360$159.0M0.03%
188
HPEHEWLETT PACKARD ENTERPRISE C
10,906$146.0M0.02%
189
PAAPLAINS ALL AMERN PIPELINE L
13,900$136.0M0.02%
190
NXDRNEXTDOOR HOLDINGS INC
36,100$119.0M0.02%
191
WPRTWESTPORT FUEL SYSTEMS INC
64,500$65.0M0.01%
192
ASTRA SPACE INC
17,518$23.0M0.00%
193
EASTSIDE DISTILLING INC
20,134$14.0M0.00%
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