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Reported Holdings Of The
Lyell Wealth Management LP

Legal Name: LYELL WEALTH MANAGEMENT LP

Period of report: Jun 30, 2019
Effectiveness Date: Aug 1, 2019

Security Shares Held / Principal Amount Market Value Option
WORKDAY INC COM USD0.001 CL A (98138H101) 77,527 $15,938k
Guidewire Software Inc (40171V100) 142,740 $14,471k
PALO ALTO NETWORKS (697435105) 58,561 $11,932k
Amazon.com Inc (023135106) 5,012 $9,491k
MICROSOFT CORP (594918104) 61,587 $8,250k
Facebook Inc (30303M102) 39,790 $7,679k
PayPal Holdings Inc (70450Y103) 66,566 $7,619k
VEEVA SYS INC CL A COM (922475108) 44,876 $7,275k
Apple Inc (037833100) 35,261 $6,979k
JPMORGAN CHASE & CO (46625H100) 59,884 $6,695k
Intuit Inc (461202103) 24,985 $6,529k
Boeing Co/The (097023105) 17,808 $6,482k
salesforce.com Inc (79466L302) 40,333 $6,120k
ALPHABET INC (02079K305) 5,571 $6,032k
Thermo Fisher Scientific Inc (883556102) 19,893 $5,846k
COSTCO WHSL CORP (22160K105) 22,055 $5,828k
Illumina Inc (452327109) 15,393 $5,667k
DISNEY WALT CO (254687106) 40,555 $5,663k
VISA INC COM CL A (92826C839) 32,219 $5,592k
HONEYWELL INTL INC (438516106) 31,614 $5,519k
HOME DEPOT INC (437076102) 26,390 $5,488k
Bank of America Corp. (060505104) 185,233 $5,372k
ALIBABA GROUP HLDG LTD (01609W102) 31,600 $5,355k
INTUITIVE SURGIC INC (46120E602) 10,152 $5,325k
NIKE INC (654106103) 61,293 $5,159k
ADOBE INC (00724F101) 16,733 $4,930k
ISHARES TR RUSSELL 2000 ETF (464287655) 31,026 $4,825k
NORTHROP GRUMMAN CO (666807102) 14,526 $4,693k
STRYKER CORP (863667101) 21,975 $4,529k
ATLASSIAN CORPORATION PLC COM USD0.1 CL A (G06242104) 33,963 $4,444k
Square Inc (852234103) 61,026 $4,426k
Shopify Inc (82509L107) 14,473 $4,344k
ISHARES TR (464287176) 36,830 $4,253k
IDEXX LABS INC (45168D104) 15,123 $4,164k
DIGITAL RLTY TR INC (253868103) 34,654 $4,082k
STANLEY BLACK&DECKR (854502101) 27,909 $4,036k
SERVICENOW INC (81762P102) 14,659 $4,025k
CISCO SYSTEMS INC (17275R102) 70,928 $3,882k
ZOETIS INC (98978V103) 32,610 $3,701k
Alphabet Inc (02079K107) 3,405 $3,680k
GOLUB CAP BDC INC (38173M102) 200,336 $3,566k
RAYTHEON (755111507) 19,801 $3,443k
INTEL CORP (458140100) 71,885 $3,441k
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605) 120,499 $3,326k
VERIZON COMMUNICATIONS (92343V104) 57,348 $3,276k
ISHARES TR (46434VBK5) 128,733 $3,209k
ISHARES TR (46434VBA7) 112,403 $2,836k
NVIDIA Corp (67066G104) 16,025 $2,632k
Netflix Inc (64110L106) 7,025 $2,580k
Chevron Corp (166764100) 19,959 $2,484k
PRA Health Science (69354m108) 22,580 $2,239k
ISHARES TR (46434VAQ3) 85,764 $2,173k
SPDR SERIES TRUST (78464A870) 24,468 $2,146k
Pioneer Natural Resources Co (723787107) 12,461 $1,917k
ISHARES TR (46434VAX8) 71,553 $1,818k
EOG Resources Inc (26875P101) 19,108 $1,780k
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209) 18,326 $1,698k
AMGEN INC (031162100) 9,076 $1,673k
SELECT SECTOR SPDR (81369Y704) 20,893 $1,618k
Lockheed Martin Corp (539830109) 4,447 $1,617k
VANECK VECTORS SEMICONDUCTOR ETF (92189F676) 14,103 $1,554k
ISHARES TR CORE S&P SCP ETF (464287804) 19,285 $1,510k
WORLDPAY INC (981558109) 11,575 $1,419k
ACTIVISION BLIZZARD INC (00507V109) 29,615 $1,398k
Berkshire Hathaway, Inc. (084670702) 5,969 $1,272k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 3,548 $1,268k
Booking Holdings, Inc. (09857L108) 635 $1,190k
STARBUCKS CORP (855244109) 12,868 $1,079k
FEDEX CORP (31428X106) 6,493 $1,070k
CORVEL CORP (221006109) 12,000 $1,044k
PFIZER INC (717081103) 23,413 $1,014k
Xilinx Inc (983919101) 8,212 $968k
D R HORTON INC (23331A109) 21,542 $929k
SELECT SECTOR SPDR (81369Y506) 14,063 $896k
ISHARES TR (46434VBG4) 32,854 $837k
ISHARES TR BARCLAYS 7 10 YR (464287440) 7,551 $831k
CSX CORP (126408103) 10,248 $793k
Exxon Mobil Corp (30231G102) 10,095 $774k
ENTERPRISE PRODS (293792107) 25,104 $725k
Schlumberger Ltd (806857108) 17,712 $713k
SPDR GOLD TR GOLD (78463V107) 5,300 $706k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 7,800 $629k
UPWORK INC (91688F104) 37,938 $610k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 3,894 $584k
ISHARES TR (46434VAU4) 23,435 $583k
ETF MANAGERS TR (26924G706) 13,125 $565k
American Express Co. (025816109) 4,205 $519k
NETEASE INC (64110W102) 2,000 $512k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 1,620 $477k
GILEAD SCIENCES INC (375558103) 7,000 $473k
JOHNSON & JOHNSON (478160104) 3,212 $447k
SPDR SERIES TRUST (78464A698) 8,237 $440k
VANGUARD GROUP (921908844) 3,496 $403k
PLAINS ALL AMERN PIP (726503105) 16,400 $399k
SVMK INC (78489x103) 23,959 $396k
COCA-COLA CO (191216100) 7,400 $380k
UNITED TECHNOLOGIES (913017109) 2,713 $353k
SVB FINANCIAL GROUP (78486Q101) 1,500 $337k
MERCK & CO INC (58933Y105) 3,800 $321k
ETF MANAGERS TR (26924G409) 6,832 $320k
LILLY ELI & CO (532457108) 2,850 $316k
HELMERICH & PAYNE INC (423452101) 6,100 $309k
PROCTER & GAMBLE CO (742718109) 2,804 $307k
VANGUARD INDEX FDS GROWTH ETF (922908736) 1,795 $294k
ROYAL DUTCH SHELL (780259107) 4,441 $292k
DIAGEO P L C (25243Q205) 1,670 $288k
TARGET CORPORATION (87612E106) 3,300 $286k
WELLS FARGO CO NEW (949746101) 5,612 $266k
BlackRock, Inc. (09247X101) 540 $253k
FIRST TR EXCHANGE TRADED FD (33733E302) 1,757 $253k
ISHARES TR RUS 1000 GRW ETF (464287614) 1,591 $250k
MAGNA INTL INC (559222401) 5,000 $249k
UNION PAC CORP (907818108) 1,419 $240k
VANGUARD INDEX FDS MID CAP ETF (922908629) 1,400 $235k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 846 $229k
VANGUARD INDEX FDS SMALL CP ET (922908751) 1,411 $222k
Caterpillar Inc (149123101) 1,500 $204k
VANGUARD BD INDEX FD INC (921937827) 2,503 $202k
Toll Brothers (889478103) 5,500 $201k
ENERGY TRANSFER LP (29273V100) 10,056 $142k
GLOBAL WTR RES INC (379463102) 10,750 $112k
RING ENERGY (76680V108) 11,450 $37k
NANTHEALTH INC (630104107) 13,000 $7k

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