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LYELL WEALTH MANAGEMENT, LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AMAZON COM INC AMZNCommon151,0884,86219,695,832,0004,592,148,0002.52  Hist 06/30/2023
Meta Platforms, Inc. FBCommon45,52734513,065,338,0003,489,465,0001.67  Hist 06/30/2023
ServiceNow, Inc. NOWCOM25,47513214,316,186,0002,538,787,0001.83  Hist 06/30/2023
HORTON D R INC /DE/ DHICommon102,39266612,460,082,0002,522,469,0001.590.03 Hist 06/30/2023
ADVANCED MICRO DEVICES INC AMDCommon67,4607,8087,684,369,0001,837,876,0000.980.00 Hist 06/30/2023
Workday, Inc. WDAYCommon90,3614320,411,646,0001,757,366,0002.610.03 Hist 06/30/2023
COSTCO WHOLESALE CORP /NEW COSTCommon26,7101,07714,380,187,0001,643,876,0001.84  Hist 06/30/2023
LENNAR CORP /NEW/ LENCL A70,6241,2748,849,893,0001,560,514,0001.130.02 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon86,9691,13712,648,793,0001,464,016,0001.62  Hist 06/30/2023
VANECK VECTORS ETF TR SEMICONDUCTOR ET SMHETF55,09227,8948,387,757,0001,229,515,0001.07  Hist 06/30/2023
Snowflake Inc. SNOWCommon28,2873,8184,977,946,0001,202,624,0000.64  Hist 06/30/2023
DIGITAL REALTY TRUST, INC. DLRCommon47,6204,5105,422,489,0001,184,345,0000.69  Hist 06/30/2023
VEEVA SYSTEMS INC VEEVCommon51,8442,46210,251,114,0001,175,196,0001.31  Hist 06/30/2023
CATERPILLAR INC CATCommon33,5312,3638,250,303,0001,117,818,0001.05  Hist 06/30/2023
CADENCE DESIGN SYSTEMS INC CDNSCommon40,3443179,461,475,0001,052,203,0001.21  Hist 06/30/2023
GENERAC HOLDINGS INC. GNRCCOM15,5593,5942,320,314,0001,027,974,0000.300.03 Hist 06/30/2023
HONEYWELL INTERNATIONAL INC HONCommon52,21280810,833,990,0001,009,658,0001.380.01 Hist 06/30/2023
ASML HOLDING NV ASMLN Y REGISTRY SHS15,91042011,530,773,000986,575,0001.47  Hist 06/30/2023
FREEPORT-MCMORAN INC FCXCommon112,13924,9614,485,560,000919,108,0000.57  Hist 06/30/2023
iSHARES TRUST UAECommon152,09541,2753,414,533,000878,971,0000.44  Hist 06/30/2023
HOME DEPOT, INC. HDCommon41,19172312,795,572,000852,656,0001.640.00 Hist 06/30/2023
Salesforce, Inc. CRMCommon62,67539113,240,721,000797,623,0001.69  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon12,0929425,360,046,000795,149,0000.69  Hist 06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSMCommon55,9693,7195,648,391,000788,096,0000.72  Hist 06/30/2023
iSHARES TRUST IBDRCommon195,77232,8304,594,769,000728,155,0000.59  Hist 06/30/2023
Zoetis Inc. ZTSCOM52,8432,4659,100,093,000715,179,0001.160.01 Hist 06/30/2023
STRYKER CORP SYKCommon31,3531449,565,487,000656,254,0001.22  Hist 06/30/2023
DEERE & CO DECommon14,3271,6815,805,344,000583,873,0000.740.00 Hist 06/30/2023
ABBOTT LABORATORIES ABTCommon63,1238636,881,709,000577,225,0000.88  Hist 06/30/2023
AMPHENOL CORP /DE/ APHCl A83,1503,6977,063,593,000570,694,0000.900.01 Hist 06/30/2023
VISA INC. VCL A41,1342839,768,568,000558,239,0001.25  Hist 06/30/2023
CONOCOPHILLIPS COPCommon39,6563,7894,108,758,000550,393,0000.530.00 Hist 06/30/2023
SPDR GOLD TRUST GLDCOM39,9774,0167,126,700,000537,926,0000.91  Hist 06/30/2023
iSHARES TRUST IBDQCommon250,10523,0206,097,560,000527,165,0000.78  Hist 06/30/2023
PEPSICO INC PEPCommon26,8852,3584,979,666,000508,368,0000.64  Hist 06/30/2023
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