LYELL WEALTH MANAGEMENT, LP Q4 2022 Filing

Filed January 24, 2023

Portfolio Value

$633.2B

Holdings

189

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
101
CRVLCORVEL CORP COM
10,925$1K0.00%
102
MRKMERCK & CO INC COM
4,113$00.00%
103
MGAMAGNA INTL INC COM
4,000$00.00%
104
AVGOBROADCOM INC COM
1,758$00.00%
105
BMYBRISTOL-MYERS SQUIBB CO COM
12,486$00.00%
106
TRGPTARGA RES CORP COM
3,926$00.00%
107
WYWEYERHAEUSER CO MTN BE COM NEW
9,117$00.00%
108
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
14,820$00.00%
109
QCOMQUALCOMM INC COM
3,633$00.00%
110
JNJJOHNSON & JOHNSON COM
4,701$00.00%
111
EASTSIDE DISTILLING INC COM
20,134$00.00%
112
SCHXSCHWAB U.S. LARGE-CAP ETF
13,919$00.00%
113
BKBANK NEW YORK MELLON CORP COM
5,115$00.00%
114
NVSNNOVARTIS AG SPONSORED ADR
2,800$00.00%
115
BKSEBNY MELLON US SMALL CAP CORE EQUITY ETF
3,395$00.00%
116
APAAPA CORPORATION COM
4,500$00.00%
117
SIVBEURSVB FINANCIAL GROUP COM
1,515$00.00%
118
IWFISHARES RUSSELL 1000 GROWTH ETF
3,017$00.00%
119
CHTRCHARTER COMMUNICATIONS INC NEW CL A
929$00.00%
120
GILDGILEAD SCIENCES INC COM
7,230$00.00%
121
LLYLILLY ELI & CO COM
2,717$00.00%
122
PGPROCTER AND GAMBLE CO COM
3,978$00.00%
123
A4SAMERIPRISE FINL INC COM
1,418$00.00%
124
CSXCSX CORP COM
27,793$00.00%
125
SWKSTANLEY BLACK & DECKER INC COM
11,359$00.00%
126
MOMENTIVE GLOBAL INC COM
20,959$00.00%
127
7HPHP INC COM
21,601$00.00%
128
FFORD MTR CO DEL COM
22,260$00.00%
129
UPSUNITED PARCEL SERVICE INC CL B
4,770$00.00%
130
RTXRAYTHEON TECHNOLOGIES CORP COM
7,885$00.00%
131
TXNTEXAS INSTRS INC COM
1,829$00.00%
132
VBVANGUARD SMALL-CAP ETF
3,838$00.00%
133
PXDEURPIONEER NAT RES CO COM
1,718$00.00%
134
LRCXEURLAM RESEARCH CORP COM
806$00.00%
135
TWLOTWILIO INC CL A
11,987$00.00%
136
WFCWELLS FARGO CO NEW COM
8,785$00.00%
137
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,128$00.00%
138
FDXFEDEX CORP COM
2,789$00.00%
139
VUGVANGUARD GROWTH ETF
1,161$00.00%
140
OKTAOKTA INC CL A
3,664$00.00%
141
AQLTISHARES SELECT DIVIDEND ETF
2,033$00.00%
142
ITWILLINOIS TOOL WKS INC COM
1,003$00.00%
143
SONOSONOS INC COM
25,578$00.00%
144
OUNZVANECK MERK GOLD TRUST
28,895$00.00%
145
MUBISHARES NATIONAL MUNI BOND ETF
3,485$00.00%
146
SCHDSCHWAB US DIVIDEND EQUITY ETF
6,424$00.00%
147
COFCAPITAL ONE FINL CORP COM
3,777$00.00%
148
METMETLIFE INC COM
3,209$00.00%
149
IQVIQVIA HLDGS INC COM
3,852$00.00%
150
KEYSKEYSIGHT TECHNOLOGIES INC COM
3,776$00.00%
151
WMTWALMART INC COM
1,527$00.00%
152
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
13,900$00.00%
153
NEENEXTERA ENERGY INC COM
2,935$00.00%
154
LOWLOWES COS INC COM
2,195$00.00%
155
XHBSPDR S&P HOMEBUILDERS ETF
4,865$00.00%
156
VOVANGUARD MID-CAP ETF
2,048$00.00%
157
WPRTWESTPORT FUEL SYSTEMS INC COM NEW
64,500$00.00%
158
TRMBTRIMBLE INC COM
7,400$00.00%
159
SYYSYSCO CORP COM
5,000$00.00%
160
MINERVA SURGICAL INC COM
58,710$00.00%
161
XYZBLOCK INC CL A
6,894$00.00%
162
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
10,658$00.00%
163
NETCLOUDFLARE INC CL A COM
18,621$00.00%
164
NDQINVESCO QQQ TRUST
3,338$00.00%
165
VTIVANGUARD TOTAL STOCK MARKET ETF
2,303$00.00%
166
RHIROBERT HALF INTL INC COM
8,133$00.00%
167
IWRISHARES RUSSELL MIDCAP ETF
14,120$00.00%
168
TOLTOLL BROTHERS INC COM
5,900$00.00%
169
XOMEXXON MOBIL CORP COM
7,379$00.00%
170
PFEPFIZER INC COM
10,169$00.00%
171
HPEHEWLETT PACKARD ENTERPRISE CO COM
22,901$00.00%
172
SHYISHARES 1-3 YEAR TREASURY BOND ETF
3,125$00.00%
173
KOCOCA COLA CO COM
7,265$00.00%
174
AZNASTRAZENECA PLC SPONSORED ADR
4,706$00.00%
175
WDC 1.5 02/01/24WESTERN DIGITAL CORP. 1.5 02/01/2024
15,000$00.00%
176
NWLNEWELL BRANDS INC COM
57,756$00.00%
177
AQLTISHARES CORE MSCI EAFE ETF
9,057$00.00%
178
AGGISHARES CORE U.S. AGGREGATE BOND ETF
4,230$00.00%
179
SCHWSCHWAB CHARLES CORP COM
9,435$00.00%
180
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
7,294$00.00%
181
JCIJOHNSON CTLS INTL PLC SHS
5,272$00.00%
182
EEMISHARES MSCI EMERGING MARKETS ETF
6,000$00.00%
183
AXPAMERICAN EXPRESS CO COM
5,746$00.00%
184
MUMICRON TECHNOLOGY INC COM
17,124$00.00%
185
TELTE CONNECTIVITY LTD SHS
3,100$00.00%
186
INTCINTEL CORP COM
9,080$00.00%
187
ABBVABBVIE INC COM
2,357$00.00%
188
MDLZMONDELEZ INTL INC CL A
5,081$00.00%
189
AMGNAMGEN INC COM
3,365$00.00%
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