LYELL WEALTH MANAGEMENT, LP Q1 2024 Filing

Filed May 3, 2024

Portfolio Value

$983.5B

Holdings

197

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
101
CSCOCISCO SYS INC COM
23,377$1K0.00%
102
JNJJOHNSON & JOHNSON COM
7,065$1K0.00%
103
AG8AGILENT TECHNOLOGIES INC COM
7,699$1K0.00%
104
LOWLOWES COS INC COM
4,237$1K0.00%
105
TSLATESLA INC COM
7,334$1K0.00%
106
CSXCSX CORP COM
27,508$1K0.00%
107
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
5,384$1K0.00%
108
XOMEXXON MOBIL CORP COM
12,676$1K0.00%
109
TMUST-MOBILE US INC COM
7,219$1K0.00%
110
DOCUDOCUSIGN INC COM
18,681$1K0.00%
111
IWRISHARES RUSSELL MIDCAP ETF
14,767$1K0.00%
112
EEMISHARES MSCI EMERGING MARKETS ETF
44,013$1K0.00%
113
MUMICRON TECHNOLOGY INC COM
12,977$1K0.00%
114
SCHDSCHWAB US DIVIDEND EQUITY ETF
10,845$00.00%
115
FDXFEDEX CORP COM
842$00.00%
116
RHIROBERT HALF INC. COM
6,950$00.00%
117
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
13,900$00.00%
118
KEYSKEYSIGHT TECHNOLOGIES INC COM
3,849$00.00%
119
IBMINTERNATIONAL BUSINESS MACHS COM
1,957$00.00%
120
TWLOTWILIO INC CL A
6,936$00.00%
121
PGPROCTER AND GAMBLE CO COM
3,929$00.00%
122
TTTRANE TECHNOLOGIES PLC SHS
858$00.00%
123
GILDGILEAD SCIENCES INC COM
7,230$00.00%
124
CMGCHIPOTLE MEXICAN GRILL INC COM
70$00.00%
125
EPDENTERPRISE PRODS PARTNERS L P COM
7,589$00.00%
126
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
9,815$00.00%
127
AMGNAMGEN INC COM
2,883$00.00%
128
AXPAMERICAN EXPRESS CO COM
4,205$00.00%
129
AMATAPPLIED MATLS INC COM
1,204$00.00%
130
AMEAMETEK INC COM
2,054$00.00%
131
RTXRTX CORPORATION COM
6,601$00.00%
132
ACNACCENTURE PLC IRELAND SHS CLASS A
626$00.00%
133
KOCOCA COLA CO COM
6,269$00.00%
134
GRABGRAB HOLDINGS LIMITED CLASS A ORD
30,000$00.00%
135
TOLTOLL BROTHERS INC COM
6,050$00.00%
136
VTIVANGUARD TOTAL STOCK MARKET ETF
1,976$00.00%
137
VOVANGUARD MID-CAP ETF
2,097$00.00%
138
BACVERIZON COMMUNICATIONS INC COM
5,105$00.00%
139
XHBSPDR S&P HOMEBUILDERS ETF
6,395$00.00%
140
ORCLORACLE CORP COM
3,927$00.00%
141
ZMZOOM VIDEO COMMUNICATIONS INC CL A
8,504$00.00%
142
BABOEING CO COM
2,443$00.00%
143
TRMBTRIMBLE INC COM
7,200$00.00%
144
IJRISHARES CORE S&P SMALL CAP ETF
5,360$00.00%
145
AXONAXON ENTERPRISE INC COM
1,005$00.00%
146
HPEHEWLETT PACKARD ENTERPRISE CO COM
12,779$00.00%
147
SHYISHARES 1-3 YEAR TREASURY BOND ETF
3,085$00.00%
148
GNRCGENERAC HLDGS INC COM
5,999$00.00%
149
AQLTISHARES CORE MSCI EAFE ETF
9,800$00.00%
150
AGGISHARES CORE U.S. AGGREGATE BOND ETF
3,220$00.00%
151
VIGVANGUARD DIVIDEND APPRECIATION ETF
1,743$00.00%
152
SCHWSCHWAB CHARLES CORP COM
7,713$00.00%
153
IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF
19,275$00.00%
154
SCHBSCHWAB U.S. BROAD MARKET ETF
3,459$00.00%
155
TEXTEREX CORP NEW COM
4,000$00.00%
156
EWJISHARES MSCI JAPAN ETF
2,810$00.00%
157
GEGE AEROSPACE COM NEW
1,425$00.00%
158
ABBVABBVIE INC COM
1,607$00.00%
159
MLB1MERCADOLIBRE INC COM
200$00.00%
160
MRKMERCK & CO INC COM
6,095$00.00%
161
BMYBRISTOL-MYERS SQUIBB CO COM
6,418$00.00%
162
TRGPTARGA RES CORP COM
3,926$00.00%
163
NVONOVO-NORDISK A S ADR
2,754$00.00%
164
ICEINTERCONTINENTAL EXCHANGE INC COM
2,740$00.00%
165
WYWEYERHAEUSER CO MTN BE COM NEW
6,913$00.00%
166
QCOMQUALCOMM INC COM
1,488$00.00%
167
IEFISHARES 7-10 YEAR TREASURY BOND ETF
3,578$00.00%
168
SCHXSCHWAB U.S. LARGE-CAP ETF
4,835$00.00%
169
DKNGDRAFTKINGS INC NEW COM CL A
9,149$00.00%
170
EWTISHARES MSCI TAIWAN ETF
5,125$00.00%
171
AESIATLAS ENERGY SOLUTIONS INC COM NEW
14,766$00.00%
172
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
4,582$00.00%
173
A4SAMERIPRISE FINL INC COM
1,404$00.00%
174
SWKSTANLEY BLACK & DECKER INC COM
5,376$00.00%
175
FFORD MTR CO DEL COM
14,817$00.00%
176
IWVISHARES RUSSELL 3000 ETF
1,370$00.00%
177
UPSUNITED PARCEL SERVICE INC CL B
2,453$00.00%
178
TXNTEXAS INSTRS INC COM
2,922$00.00%
179
RCLROYAL CARIBBEAN GROUP COM
1,900$00.00%
180
VBVANGUARD SMALL-CAP ETF
2,887$00.00%
181
PXDEURPIONEER NAT RES CO COM
1,526$00.00%
182
LRCXEURLAM RESEARCH CORP COM
532$00.00%
183
VUGVANGUARD GROWTH ETF
1,090$00.00%
184
NSCNORFOLK SOUTHN CORP COM
1,321$00.00%
185
ITBISHARES U.S. HOME CONSTRUCTION ETF
3,078$00.00%
186
IJJISHARES S&P MID-CAP 400 VALUE ETF
2,065$00.00%
187
ITWILLINOIS TOOL WKS INC COM
1,008$00.00%
188
ETNEATON CORP PLC SHS
1,037$00.00%
189
OUNZVANECK MERK GOLD TRUST
31,715$00.00%
190
GSGOLDMAN SACHS GROUP INC COM
541$00.00%
191
IQVIQVIA HLDGS INC COM
1,631$00.00%
192
WMTWALMART INC COM
5,807$00.00%
193
XLFFINANCIAL SELECT SECTOR SPDR FUND
15,993$00.00%
194
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
4,982$00.00%
195
ETENERGY TRANSFER L P COM UT LTD PTN
10,350$00.00%
196
7HPHP INC COM
12,778$00.00%
197
IJKISHARES S&P MID-CAP 400 GROWTH ETF
4,510$00.00%
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