LYELL WEALTH MANAGEMENT, LP Q3 2021 Filing

Filed November 10, 2021

Portfolio Value

$822.2B

Holdings

182

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
101
NDQINVESCO QQQ TR
2,906$1.0B0.13%
102
MUMICRON TECHNOLOGY INC
13,987$994.0M0.12%
103
SIVBEURSVB FINANCIAL GROUP
1,534$992.0M0.12%
104
INTCINTEL CORP
18,447$983.0M0.12%
105
XLFISELECT SECTOR SPDR TR
14,229$980.0M0.12%
106
CVXCHEVRON CORP NEW
9,374$951.0M0.12%
107
OKTAOKTA INC
3,924$931.0M0.11%
108
IWRISHARES TR
11,795$923.0M0.11%
109
SONOSONOS INC
27,919$903.0M0.11%
110
XLKSELECT SECTOR SPDR TR
5,795$865.0M0.11%
111
UPSUNITED PARCEL SERVICE INC
4,510$821.0M0.10%
112
USIGISHARES TR
13,620$819.0M0.10%
113
RHIROBERT HALF INTL INC
8,133$816.0M0.10%
114
CSXCSX CORP
26,256$781.0M0.09%
115
EMBISHARES TR
6,900$759.0M0.09%
116
AXPAMERICAN EXPRESS CO
4,305$721.0M0.09%
117
BMYBRISTOL-MYERS SQUIBB CO
11,288$673.0M0.08%
118
JNJJOHNSON & JOHNSON
4,154$671.0M0.08%
119
AMGNAMGEN INC
3,048$648.0M0.08%
120
AVGOBROADCOM INC
1,312$636.0M0.08%
121
IQVIQVIA HLDGS INC
2,599$623.0M0.08%
122
IJKISHARES TR
7,760$615.0M0.07%
123
UBERUBER TECHNOLOGIES INC
13,650$612.0M0.07%
124
RTXRAYTHEON TECHNOLOGIES CORP
7,121$612.0M0.07%
125
AMDADVANCED MICRO DEVICES INC
5,921$609.0M0.07%
126
LLYLILLY ELI & CO
2,556$591.0M0.07%
127
PGPROCTER AND GAMBLE CO
4,082$571.0M0.07%
128
GILDGILEAD SCIENCES INC
7,708$538.0M0.07%
129
ETF MANAGERS TR
7,783$527.0M0.06%
130
AGGISHARES TR
4,555$523.0M0.06%
131
OUNZVANECK MERK GOLD TR
28,895$494.0M0.06%
132
VOVANGUARD INDEX FDS
2,048$485.0M0.06%
133
WYWEYERHAEUSER CO MTN BE
13,164$468.0M0.06%
134
QCOMQUALCOMM INC
3,566$460.0M0.06%
135
FDNFIRST TR EXCHANGE-TRADED FD
1,951$460.0M0.06%
136
MOMENTIVE GLOBAL INC
21,959$430.0M0.05%
137
DKNG1USDDRAFTKINGS INC
8,900$429.0M0.05%
138
IJRISHARES TR
3,873$423.0M0.05%
139
KOCOCA COLA CO
7,708$408.0M0.05%
140
SYYSYSCO CORP
5,139$406.0M0.05%
141
A4SAMERIPRISE FINL INC
1,464$387.0M0.05%
142
LOWLOWES COS INC
1,884$382.0M0.05%
143
MGAMAGNA INTL INC
5,000$376.0M0.05%
144
CREDIT SUISSE AG NASSAU BRH
520$365.0M0.04%
145
MUBISHARES TR
3,090$359.0M0.04%
146
DEDEERE & CO
1,058$356.0M0.04%
147
VTIVANGUARD INDEX FDS
1,578$350.0M0.04%
148
PFEPFIZER INC
8,083$348.0M0.04%
149
FDXFEDEX CORP
1,574$346.0M0.04%
150
VUGVANGUARD INDEX FDS
1,161$337.0M0.04%
151
LMTLOCKHEED MARTIN CORP
970$335.0M0.04%
152
SESEA LTD
1,050$335.0M0.04%
153
XOMEXXON MOBIL CORP
5,538$326.0M0.04%
154
IBBISHARES TR
2,006$324.0M0.04%
155
CATCATERPILLAR INC
1,648$316.0M0.04%
156
FFORD MTR CO DEL
21,822$309.0M0.04%
157
VOOVANGUARD INDEX FDS
767$304.0M0.04%
158
DEODIAGEO PLC
1,548$303.0M0.04%
159
AQLTISHARES TR
3,985$296.0M0.04%
160
LRCXEURLAM RESEARCH CORP
512$292.0M0.04%
161
IWOISHARES TR
950$279.0M0.03%
162
TOLTOLL BROTHERS INC
5,000$276.0M0.03%
163
BABAALIBABA GROUP HLDG LTD
1,843$273.0M0.03%
164
CHWYCHEWY INC
3,900$266.0M0.03%
165
ACNACCENTURE PLC IRELAND
813$260.0M0.03%
166
PXDEURPIONEER NAT RES CO
1,515$253.0M0.03%
167
ORCLORACLE CORP
2,565$223.0M0.03%
168
FRCBFIRST REP BK SAN FRANCISCO C
1,150$222.0M0.03%
169
ITWILLINOIS TOOL WKS INC
1,060$220.0M0.03%
170
WPRTWESTPORT FUEL SYSTEMS INC
64,900$214.0M0.03%
171
GSGOLDMAN SACHS GROUP INC
567$214.0M0.03%
172
MMM3M CO
1,216$213.0M0.03%
173
VWOVANGUARD INTL EQUITY INDEX F
4,268$213.0M0.03%
174
ABBVABBVIE INC
1,924$208.0M0.03%
175
VNQVANGUARD INDEX FDS
2,015$205.0M0.02%
176
BSVVANGUARD BD INDEX FDS
2,503$205.0M0.02%
177
CICIGNA CORP NEW
1,020$204.0M0.02%
178
WMTWALMART INC
1,441$201.0M0.02%
179
UNHUNITEDHEALTH GROUP INC
497$194.0M0.02%
180
PAAPLAINS ALL AMERN PIPELINE L
13,900$141.0M0.02%
181
EASTSIDE DISTILLING INC
20,134$52.0M0.01%
182
SNDLEURSUNDIAL GROWERS INC
25,000$17.0M0.00%
PreviousPage 2 of 2