Lyell Wealth Management, Lp Buys iShares iBonds Dec 2024 Term Corporate ETF, iShares iBonds Dec 2022 Term Corporate ETF, iShares iBonds Dec 2023 Term Corporate ETF, Sells iShares S&P Mid-Cap 400 Growth ETF, iShares Russell 2000 Growth ETF, United Parcel S

• New Purchases: IBDP, IBDN, IBDO, IBDM, IBDQ, TTD, APH, DASH, XLE, IBDR, WY, OUNZ, VOO, WFC, MMM, VNQ, VIG, ACN, AZN, GS, TT, FRC, WMT, F, ORCL, UNH,
• Added Positions: DHI, BLL, SNOW, AMZN, NVDA, TSM, XBI, ASML, HD, NFLX, NWL, CHGG, ABT, MSFT, NOW, RSP, AAPL, BAC, SWK, JPM, NKE, TMO, UNP, IWM, ATVI, BA, ZTS, GOOG, XLI, ADBE, CRM, MA, FB, PANW, VEEV, PYPL, BLK, CDNS, CMCSA, COST, GOOGL, HON, IDXX, SYK, DIS, WDAY, DOCU, XLV, FIS, INTU, PEP, TGT, V, OKTA, IVV, SMH, DLR, ISRG, MU, SBUX, GLD, QQQ, AMD, BRK.B, CCI, DE, LLY, EXTR, JNJ, LOW, PFE, PG, IQV, EEM, EMB, IEFA, IWF, IWR, VB, VCSH, VO, XLF, XLP, AXP, AMP, TFC, CSX, CAT, CVX, CI, CSCO, KO, DEO, XOM, GILD, ITW, LMT, MS, QCOM, SIVB, AVGO, SQ, IWD, XLK,
• Reduced Positions: EWJ, ILMN, TIP, IJK, COUP, TEAM, TWLO, IWO, IJR, UPS, IJH, WPRT, SONO, VWO, IEF, PXLW, DXCM, PTON, ABBV, VZ, RTX, BABA, MDY, USIG, AMGN, WORK, SYY, IPAY, NOC, MUB, FDX, VUG,
• Sold Out: EFG, SIRI,

For the details of LYELL WEALTH MANAGEMENT, LP's stock buys and sells, go to https://www.gurufocus.com/guru/lyell+wealth+management%2C+lp/current-portfolio/portfolio

1. Apple Inc (AAPL) - 184,234 shares, 3.12% of the total portfolio. Shares added by 2.75%
2. Workday Inc (WDAY) - 99,581 shares, 2.94% of the total portfolio. Shares added by 1.53%
3. PayPal Holdings Inc (PYPL) - 73,793 shares, 2.66% of the total portfolio. Shares added by 2.04%
4. Microsoft Corp (MSFT) - 76,711 shares, 2.57% of the total portfolio. Shares added by 3.87%
5. Amazon.com Inc (AMZN) - 5,931 shares, 2.53% of the total portfolio. Shares added by 6.25%

Lyell Wealth Management, Lp initiated holding in iShares iBonds Dec 2022 Term Corporate ETF. The purchase prices were between $25.28 and $25.35, with an estimated average price of $25.32. The stock is now traded at around $25.340000. The impact to a portfolio due to this purchase was 0.61%. The holding were 194,543 shares as of 2021-06-30.

Lyell Wealth Management, Lp initiated holding in iShares iBonds Dec 2024 Term Corporate ETF. The purchase prices were between $26.15 and $26.36, with an estimated average price of $26.28. The stock is now traded at around $26.280000. The impact to a portfolio due to this purchase was 0.61%. The holding were 186,867 shares as of 2021-06-30.

Lyell Wealth Management, Lp initiated holding in iShares iBonds Dec 2023 Term Corporate ETF. The purchase prices were between $25.94 and $26.03, with an estimated average price of $25.99. The stock is now traded at around $26.010000. The impact to a portfolio due to this purchase was 0.6%. The holding were 186,749 shares as of 2021-06-30.

Lyell Wealth Management, Lp initiated holding in iShares iBonds Dec 2021 Term Corporate ETF. The purchase prices were between $24.72 and $24.76, with an estimated average price of $24.73. The stock is now traded at around $24.740000. The impact to a portfolio due to this purchase was 0.46%. The holding were 149,290 shares as of 2021-06-30.

Lyell Wealth Management, Lp initiated holding in iShares iBonds Dec 2025 Term Corporate ETF. The purchase prices were between $26.61 and $27, with an estimated average price of $26.85. The stock is now traded at around $26.940000. The impact to a portfolio due to this purchase was 0.44%. The holding were 132,092 shares as of 2021-06-30.

Lyell Wealth Management, Lp initiated holding in The Trade Desk Inc. The purchase prices were between $48.96 and $79.97, with an estimated average price of $63.87. The stock is now traded at around $77.180000. The impact to a portfolio due to this purchase was 0.39%. The holding were 41,240 shares as of 2021-06-30.

Lyell Wealth Management, Lp added to a holding in D.R. Horton Inc by 112.50%. The purchase prices were between $87.33 and $104.45, with an estimated average price of $93.77. The stock is now traded at around $94.900000. The impact to a portfolio due to this purchase was 0.47%. The holding were 78,403 shares as of 2021-06-30.

Lyell Wealth Management, Lp added to a holding in Ball Corp by 158.70%. The purchase prices were between $79.19 and $93.98, with an estimated average price of $86.51. The stock is now traded at around $94.630000. The impact to a portfolio due to this purchase was 0.29%. The holding were 47,029 shares as of 2021-06-30.

Lyell Wealth Management, Lp added to a holding in Snowflake Inc by 47.09%. The purchase prices were between $188.24 and $251.25, with an estimated average price of $232.72. The stock is now traded at around $266.670000. The impact to a portfolio due to this purchase was 0.18%. The holding were 18,379 shares as of 2021-06-30.

Lyell Wealth Management, Lp added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 25.57%. The purchase prices were between $108.21 and $124.8, with an estimated average price of $117.3. The stock is now traded at around $108.120000. The impact to a portfolio due to this purchase was 0.14%. The holding were 46,366 shares as of 2021-06-30.

Lyell Wealth Management, Lp added to a holding in Chegg Inc by 90.53%. The purchase prices were between $72.78 and $95.97, with an estimated average price of $82.87. The stock is now traded at around $78.860000. The impact to a portfolio due to this purchase was 0.11%. The holding were 21,920 shares as of 2021-06-30.

Lyell Wealth Management, Lp added to a holding in Newell Brands Inc by 32.76%. The purchase prices were between $25.99 and $29.34, with an estimated average price of $27.56. The stock is now traded at around $24.510000. The impact to a portfolio due to this purchase was 0.11%. The holding were 132,583 shares as of 2021-06-30.

Lyell Wealth Management, Lp sold out a holding in BTC iShares MSCI EAFE Growth ETF. The sale prices were between $99.64 and $109.39, with an estimated average price of $105.51.

Lyell Wealth Management, Lp sold out a holding in Sirius XM Holdings Inc. The sale prices were between $5.77 and $7.09, with an estimated average price of $6.27.