LYELL WEALTH MANAGEMENT, LP Q4 2023 Filing

Filed February 2, 2024

Portfolio Value

$879.6B

Holdings

195

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
101
IWRISHARES RUSSELL MIDCAP ETF
15,737$1K0.00%
102
XBISPDR S&P BIOTECH ETF
20,722$1K0.00%
103
TSLATESLA INC COM
7,387$1K0.00%
104
GNRCGENERAC HLDGS INC COM
10,165$1K0.00%
105
AG8AGILENT TECHNOLOGIES INC COM
7,844$1K0.00%
106
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
6,455$1K0.00%
107
XOMEXXON MOBIL CORP COM
12,229$1K0.00%
108
OIHVANECK OIL SERVICES ETF
5,336$1K0.00%
109
CSCOCISCO SYS INC COM
25,460$1K0.00%
110
MDYSPDR S&P MIDCAP 400 ETF TRUST
2,352$1K0.00%
111
AVGOBROADCOM INC COM
1,577$1K0.00%
112
JNJJOHNSON & JOHNSON COM
7,596$1K0.00%
113
VTIVANGUARD TOTAL STOCK MARKET ETF
1,976$00.00%
114
AMEAMETEK INC COM
2,054$00.00%
115
VOVANGUARD MID-CAP ETF
2,097$00.00%
116
AXPAMERICAN EXPRESS CO COM
4,205$00.00%
117
IEFISHARES 7-10 YEAR TREASURY BOND ETF
3,578$00.00%
118
SCHXSCHWAB U.S. LARGE-CAP ETF
11,814$00.00%
119
DKNGDRAFTKINGS INC NEW COM CL A
9,149$00.00%
120
EWTISHARES MSCI TAIWAN ETF
5,125$00.00%
121
AESIATLAS ENERGY SOLUTIONS INC COM NEW
14,766$00.00%
122
BACVERIZON COMMUNICATIONS INC COM
5,977$00.00%
123
AMGNAMGEN INC COM
2,856$00.00%
124
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
9,815$00.00%
125
IWFISHARES RUSSELL 1000 GROWTH ETF
3,200$00.00%
126
AXONAXON ENTERPRISE INC COM
1,000$00.00%
127
KEYSKEYSIGHT TECHNOLOGIES INC COM
3,921$00.00%
128
GILDGILEAD SCIENCES INC COM
7,245$00.00%
129
A4SAMERIPRISE FINL INC COM
1,404$00.00%
130
CSXCSX CORP COM
27,345$00.00%
131
SWKSTANLEY BLACK & DECKER INC COM
5,426$00.00%
132
FFORD MTR CO DEL COM
14,792$00.00%
133
UPSUNITED PARCEL SERVICE INC CL B
2,263$00.00%
134
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
13,900$00.00%
135
RHIROBERT HALF INC. COM
6,950$00.00%
136
TXNTEXAS INSTRS INC COM
2,875$00.00%
137
RCLROYAL CARIBBEAN GROUP COM
1,900$00.00%
138
VBVANGUARD SMALL-CAP ETF
2,967$00.00%
139
PXDEURPIONEER NAT RES CO COM
1,548$00.00%
140
LRCXEURLAM RESEARCH CORP COM
510$00.00%
141
TTTRANE TECHNOLOGIES PLC SHS
843$00.00%
142
PGPROCTER AND GAMBLE CO COM
4,481$00.00%
143
TWLOTWILIO INC CL A
6,656$00.00%
144
7HPHP INC COM
13,427$00.00%
145
VUGVANGUARD GROWTH ETF
1,161$00.00%
146
NSCNORFOLK SOUTHN CORP COM
1,300$00.00%
147
ITBISHARES U.S. HOME CONSTRUCTION ETF
3,485$00.00%
148
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,448$00.00%
149
IJJISHARES S&P MID-CAP 400 VALUE ETF
2,340$00.00%
150
IJKISHARES S&P MID-CAP 400 GROWTH ETF
4,675$00.00%
151
ITWILLINOIS TOOL WKS INC COM
1,008$00.00%
152
ETNEATON CORP PLC SHS
1,067$00.00%
153
OUNZVANECK MERK GOLD TRUST
28,895$00.00%
154
MUBISHARES NATIONAL MUNI BOND ETF
3,485$00.00%
155
SCHDSCHWAB US DIVIDEND EQUITY ETF
7,538$00.00%
156
IBMINTERNATIONAL BUSINESS MACHS COM
1,906$00.00%
157
GSGOLDMAN SACHS GROUP INC COM
541$00.00%
158
IQVIQVIA HLDGS INC COM
1,631$00.00%
159
XHBSPDR S&P HOMEBUILDERS ETF
6,245$00.00%
160
ORCLORACLE CORP COM
4,397$00.00%
161
WMTWALMART INC COM
1,562$00.00%
162
ZMZOOM VIDEO COMMUNICATIONS INC CL A
9,511$00.00%
163
XLFFINANCIAL SELECT SECTOR SPDR FUND
15,920$00.00%
164
TRMBTRIMBLE INC COM
7,200$00.00%
165
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
5,077$00.00%
166
HPEHEWLETT PACKARD ENTERPRISE CO COM
13,428$00.00%
167
SHYISHARES 1-3 YEAR TREASURY BOND ETF
3,460$00.00%
168
TOLTOLL BROTHERS INC COM
6,050$00.00%
169
CMCSACOMCAST CORP NEW CL A
7,044$00.00%
170
WDC 1.5 02/01/24WESTERN DIGITAL CORP. 1.5 02/01/2024
15,000$00.00%
171
AKXANSYS INC COM
575$00.00%
172
AQLTISHARES CORE MSCI EAFE ETF
6,715$00.00%
173
PFEPFIZER INC COM
7,853$00.00%
174
AGGISHARES CORE U.S. AGGREGATE BOND ETF
3,020$00.00%
175
GRABGRAB HOLDINGS LIMITED CLASS A ORD
30,000$00.00%
176
SCHWSCHWAB CHARLES CORP COM
7,713$00.00%
177
IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF
12,725$00.00%
178
FDXFEDEX CORP COM
872$00.00%
179
TEXTEREX CORP NEW COM
4,000$00.00%
180
ETENERGY TRANSFER L P COM UT LTD PTN
10,432$00.00%
181
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
2,000$00.00%
182
ABBVABBVIE INC COM
1,582$00.00%
183
KOCOCA COLA CO COM
5,275$00.00%
184
MLB1MERCADOLIBRE INC COM
200$00.00%
185
MRKMERCK & CO INC COM
6,398$00.00%
186
ACNACCENTURE PLC IRELAND SHS CLASS A
590$00.00%
187
BMYBRISTOL-MYERS SQUIBB CO COM
7,523$00.00%
188
TRGPTARGA RES CORP COM
3,926$00.00%
189
NVONOVO-NORDISK A S ADR
2,754$00.00%
190
ICEINTERCONTINENTAL EXCHANGE INC COM
2,740$00.00%
191
IJRISHARES CORE S&P SMALL CAP ETF
6,985$00.00%
192
WYWEYERHAEUSER CO MTN BE COM NEW
6,812$00.00%
193
RTXRTX CORPORATION COM
6,801$00.00%
194
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
4,166$00.00%
195
QCOMQUALCOMM INC COM
1,417$00.00%
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