0001144204-17-038689.txt : 20170727
0001144204-17-038689.hdr.sgml : 20170727
20170727155058
ACCESSION NUMBER: 0001144204-17-038689
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170727
DATE AS OF CHANGE: 20170727
EFFECTIVENESS DATE: 20170727
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LYELL WEALTH MANAGEMENT, LP
CENTRAL INDEX KEY: 0001686444
IRS NUMBER: 811713122
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17772
FILM NUMBER: 17986136
BUSINESS ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
BUSINESS PHONE: 650-353-3692
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001686444
XXXXXXXX
06-30-2017
06-30-2017
false
LYELL WEALTH MANAGEMENT, LP
3000 Sand Hill Road, Building One
Suite 135
Menlo Park
CA
94025
13F HOLDINGS REPORT
028-17772
N
Kevin Connell
Chief Compliance Officer
650-353-3696
/s/ Kevin Connell
Menlo Park
CA
07-27-2017
0
99
205485
INFORMATION TABLE
2
infotable.xml
Alibaba Group HLDG F
SPONSORED ADS
01609W102
4441
31517
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31517
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Alphabet Inc.
CAP STK CL C
02079K107
2653
2920
SH
SOLE
2920
0
0
Alphabet Inc.
CAP STK CL A
02079K305
4483
4822
SH
SOLE
4822
0
0
Altria Group Inc
COM
02209S103
556
7403
SH
SOLE
7403
0
0
Amazon Com Inc
COM
023135106
3683
3805
SH
SOLE
3805
0
0
American Express Co
COM
025816109
345
4097
SH
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4097
0
0
American Intl Group
COM
026874784
225
3606
SH
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3606
0
0
Amgen Incorporated
COM
031162100
2242
13015
SH
SOLE
13015
0
0
Apple Inc
COM
037833100
4313
29948
SH
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29948
0
0
Baker Hughes Inc
COM
057224107
906
16615
SH
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16615
0
0
Bank Of America Corp
COM
060505104
3919
161548
SH
SOLE
161548
0
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Berkshire Hathaway
CL B
084670702
821
4846
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BlackRock Inc
COM
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Boeing Co
COM
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21748
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Box Inc Class A
CL A
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Bristol-Myers Squibb
COM
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Celgene Corp
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Chevron Corporation
COM
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CIGNA Corp
COM
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Cisco Systems Inc
COM
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Coca Cola Company
COM
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Costco Wholesale Co
COM
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D R Horton Co
COM
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Du Pont Ei De Nemour
COM
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Eli Lilly & Company
COM
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Energy Select Sector SPDR ETF IV
ENERGY
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COM
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Expedia Inc
COM
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Exxon Mobil Corp
COM
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Facebook Inc
CL A
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Fedex Corporation
COM
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Ford Motor Company
COM PAR $0.01
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248
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General Electric Co
COM
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Golub Capital BDC
COM
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Helmerich & Payne
COM
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18540
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Home Depot Inc
COM
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Honeywell Intl Inc
COM
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Illumina Inc
COM
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Intel Corp
COM
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Intuit Inc
COM
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Intuitive Surgical
COM
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Irobot Corp
COM
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IBONDS DEC21 ETF
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RUS 1000 GRW ETF
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TIPS BD ETF
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Johnson & Johnson
COM
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Johnson CTLS Intl PLC F
SHS
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JPMorgan Chase & Co
COM
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KKR & Co LP LP
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Lockheed Martin Corp
COM
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Merck & Co Inc
COM
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Microsoft Corp
COM
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Morgan Stanley
COM
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CL B
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Nvidia Corp
COM
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COM
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Pfizer Incorporated
COM
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COM
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COM
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COM
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Raytheon Company
COM
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Ring Energy Inc
COM
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Salesforce Com
COM
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Schlumberger LTD F
COM
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SPDR Barclays Short Term Corp ETF
BLOMBERG BRC SRT
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SPDR Fund Consumer Staples ETF IV
SBI CONS STPLS
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SPDR Gold Shares ETF
GOLD SHS
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TR UNIT
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SPDR S&P Midcap 400 ETF IV
UTSER1 S&PDCRP
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SPDR S&P Regional Banking ETF
S&P REGL BKG
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COM
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Starbucks Corp
COM
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Suntrust Banks Inc
COM
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Tencent Holdings F
ADR
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Thermo Fisher SCNTFC
COM
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Toll Brothers Inc
COM
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United Parcel SRVC
CL B
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United Technologies
COM
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Vaneck Vectors Semiconductor ETF
SEMICONDUCTOR ETF
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Vanguard Intermediate
INT-TERM CORP
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MID CAP ETF
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Vanguard Short Term Cor BD ETF
SHRT TRM CORP BD
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Vanguard Total Stock Market ETF
TOTAL STK MKT
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Vantiv Inc Class A
CL A
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Veeva Systems Inc
CL A COM
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Visa Inc
COM CL A
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Walt Disney Co
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Weyerhaeuser Co
COM
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Workday Inc Class A
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