LYELL WEALTH MANAGEMENT, LP Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$782.4B

Holdings

181

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (181 positions)

#StockSharesValue% PortfolioType
101
BABOEING CO COM
7,966$1K0.00%
102
EQIXEQUINIX INC COM
1,339$1K0.00%
103
LLYLILLY ELI & CO COM
2,418$1K0.00%
104
ILMNILLUMINA INC COM
6,454$1K0.00%
105
BKSEBNY MELLON US SMALL CAP CORE EQUITY ETF
3,022$00.00%
106
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
13,900$00.00%
107
GILDGILEAD SCIENCES INC COM
7,310$00.00%
108
PYPLPAYPAL HLDGS INC COM
3,425$00.00%
109
PGPROCTER AND GAMBLE CO COM
2,843$00.00%
110
A4SAMERIPRISE FINL INC COM
1,404$00.00%
111
CSXCSX CORP COM
27,345$00.00%
112
SWKSTANLEY BLACK & DECKER INC COM
6,947$00.00%
113
FFORD MTR CO DEL COM
21,536$00.00%
114
UPSUNITED PARCEL SERVICE INC CL B
4,518$00.00%
115
TXNTEXAS INSTRS INC COM
1,775$00.00%
116
VBVANGUARD SMALL-CAP ETF
3,404$00.00%
117
PXDEURPIONEER NAT RES CO COM
1,688$00.00%
118
LRCXEURLAM RESEARCH CORP COM
583$00.00%
119
TWLOTWILIO INC CL A
4,991$00.00%
120
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
2,055$00.00%
121
RHIROBERT HALF INC. COM
8,133$00.00%
122
VUGVANGUARD GROWTH ETF
1,161$00.00%
123
ITBISHARES U.S. HOME CONSTRUCTION ETF
3,285$00.00%
124
AQLTISHARES SELECT DIVIDEND ETF
3,753$00.00%
125
IJJISHARES S&P MID-CAP 400 VALUE ETF
2,675$00.00%
126
ITWILLINOIS TOOL WKS INC COM
1,027$00.00%
127
OUNZVANECK MERK GOLD TRUST
28,895$00.00%
128
MUBISHARES NATIONAL MUNI BOND ETF
3,485$00.00%
129
SCHDSCHWAB US DIVIDEND EQUITY ETF
6,808$00.00%
130
AG8AGILENT TECHNOLOGIES INC COM
7,553$00.00%
131
IJKISHARES S&P MID-CAP 400 GROWTH ETF
4,675$00.00%
132
IQVIQVIA HLDGS INC COM
1,631$00.00%
133
WMTWALMART INC COM
1,527$00.00%
134
XLFFINANCIAL SELECT SECTOR SPDR FUND
14,848$00.00%
135
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
6,970$00.00%
136
XOMEXXON MOBIL CORP COM
7,455$00.00%
137
FDXFEDEX CORP COM
892$00.00%
138
KEYSKEYSIGHT TECHNOLOGIES INC COM
3,776$00.00%
139
ZMZOOM VIDEO COMMUNICATIONS INC CL A
10,096$00.00%
140
ORCLORACLE CORP COM
2,576$00.00%
141
TRMBTRIMBLE INC COM
7,400$00.00%
142
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
705$00.00%
143
IJRISHARES CORE S&P SMALL CAP ETF
8,113$00.00%
144
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
2,040$00.00%
145
XHBSPDR S&P HOMEBUILDERS ETF
4,640$00.00%
146
LOWLOWES COS INC COM
2,183$00.00%
147
BACVERIZON COMMUNICATIONS INC COM
18,937$00.00%
148
VOVANGUARD MID-CAP ETF
2,197$00.00%
149
VTIVANGUARD TOTAL STOCK MARKET ETF
2,293$00.00%
150
IWRISHARES RUSSELL MIDCAP ETF
11,385$00.00%
151
TOLTOLL BROTHERS INC COM
6,050$00.00%
152
PFEPFIZER INC COM
9,484$00.00%
153
HPEHEWLETT PACKARD ENTERPRISE CO COM
12,130$00.00%
154
SHYISHARES 1-3 YEAR TREASURY BOND ETF
6,840$00.00%
155
CMCSACOMCAST CORP NEW CL A
7,044$00.00%
156
KOCOCA COLA CO COM
6,155$00.00%
157
WDC 1.5 02/01/24WESTERN DIGITAL CORP. 1.5 02/01/2024
15,000$00.00%
158
AQLTISHARES CORE MSCI EAFE ETF
6,282$00.00%
159
AGGISHARES CORE U.S. AGGREGATE BOND ETF
3,220$00.00%
160
RTXRTX CORPORATION COM
7,329$00.00%
161
ETFMG PRIME MOBILE PAYMENTS ETFMG PRIME MOBILE PAYMENTS FUND
4,707$00.00%
162
TEXTEREX CORP NEW COM
4,000$00.00%
163
MUMICRON TECHNOLOGY INC COM
14,739$00.00%
164
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
2,000$00.00%
165
ABBVABBVIE INC COM
2,373$00.00%
166
ATVIEURACTIVISION BLIZZARD INC COM
10,129$00.00%
167
MDLZMONDELEZ INTL INC CL A
3,158$00.00%
168
MRKMERCK & CO INC COM
2,065$00.00%
169
BMYBRISTOL-MYERS SQUIBB CO COM
11,183$00.00%
170
TRGPTARGA RES CORP COM
3,926$00.00%
171
NVONOVO-NORDISK A S ADR
1,277$00.00%
172
WYWEYERHAEUSER CO MTN BE COM NEW
7,437$00.00%
173
AXPAMERICAN EXPRESS CO COM
4,205$00.00%
174
AMGNAMGEN INC COM
2,871$00.00%
175
QCOMQUALCOMM INC COM
1,681$00.00%
176
JNJJOHNSON & JOHNSON COM
4,543$00.00%
177
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
16,410$00.00%
178
7HPHP INC COM
12,130$00.00%
179
IEFISHARES 7-10 YEAR TREASURY BOND ETF
8,051$00.00%
180
SCHXSCHWAB U.S. LARGE-CAP ETF
13,210$00.00%
181
DKNGDRAFTKINGS INC NEW COM CL A
9,219$00.00%
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