Moody-Lynn--Lieberson
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", null, "BROS", "BEPC", "ACN", "ABT", "ABBV", "ADBE", "ALL", "GOOGL", null, "AXP", null, "ASML", "BLK", "AVGO", "LOW", "WRB", "HRB", "D", "EOG", "FERG", "FCX", "GILD", "HON", "HD", "MCD", "INTU", "UNP", "ISRG", "HUBS", "ITW", "EMR", "ICE", "META", "IVW", "IJH", "BSTT", null, "LRCX", "LIN", "L", null, null, "PWR", "MA", null, "MSFT", "MDLZ", "MS", "EQT", "GE", "HEI", "HES", "NVS", "ORLY", "BX", "IJR", "ANET", "IWD", "ORCL", "KHC", "NOC", "OKE", "IWF", "PANW", "PYPL", "PEP", "PNC", "IRM", null, "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", null, "LPLA", "AMGN", "PKG", null, "SPGI", null, null, null, null, null, null, null, null, null, null, null, null, "NOW", "SHW", "SPG", "SNA", "RTX", "GLD", "SAP", "AMT", "RSG", "IBM", "SSNC", "SYK", "SBUX", "TXN", "TMO", "TJX", "TDG", "TRV", "VO", "EBC", "VWO", "ELTX", "VIG", "IWO", "MTD", null, null, "BN.TO", "VRTX", "TT", "GM", "AXON", "APH", "AMD", "SONY", "FI", "DOV", "WSO", "WEC", "WM", "FTNT", "IWR", null, null, "AEP", "IDXX", "PEG", "AMZN", "MSI", "TTWO", "IVE", null, "VEU", "USB", "VLO", "VEA", "VOO", "V", "WMT", "WAT", "WMB", "YUMC", "YUM", "XYL", null, "FNF", "AEM", "DVY", "CHKP", "MSCI", "NSC", "SO", "SJM", "OTIS", "CRM", null, "DIA", "SPOT", "GEV", "TRI.TO", "EXR", "GWW", "PSA", "ADP", "BAC", "BRK-B", "BJ", null, "BMY", "BR", "CBT", "CADE", "CARR", "CVX", "LNG", "CB", "CMG", "CHD", "CSCO", "NET", "KO", "CCEP", "CTSH", "CL", "CMC", "COP", "CPRT", "CTRA", "COST", "GLW", "CRH", "CRWD", "CW", "CYBR", "DHR", "DE", "DOCU", "RSP", "EWJ", "EFA", "J", "ADI", "USMV", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "PM", "PH", "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 244
- Total Value
- 1558284884
- Accession Number
- 0000938592-25-000002
- Form Type
- 13F-HR
- Manager Name
- Moody-Lynn--Lieberson
Data Enrichment
88% identified214 identified30 unidentified
Holdings
244 positions
Manager:
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Page 10 of 13
97717W422
Shares:9.1K
Value:$397.8K
316071604
Shares:8.1K
Value:$328.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717W422)✕ | 9.1K | All Managers (Combined) | $397.8K | ||
906 | YoY NEW(+906) | All Managers (Combined) | $396.7K | YoY NEW(+$396.7K) | |
H&R BLOCK INC(HRBcusip093671105) | 7.2K | QoQ 0.00% (+0)YoY +0.84% (+60) | All Managers (Combined) | $395.2K | |
1.2K | QoQ 0.00% (+0) | All Managers (Combined) | $392.6K | ||
ASML HOLDING NV(ASMLcusipN07059210) | 592 | All Managers (Combined) | $392.3K | ||
Kraft Heinz Co(KHCcusip500754106) | 12.8K | QoQ -4.21% (-564)YoY -3.39% (-450) | All Managers (Combined) | $390.0K | |
266 | QoQ 0.00% (+0)YoY +20.36% (+45) | All Managers (Combined) | $381.1K | ||
7.2K | All Managers (Combined) | $363.5K | |||
1.2K | All Managers (Combined) | $363.3K | |||
1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $360.3K | YoY NEW(+$360.3K) | |
1.6K | All Managers (Combined) | $354.2K | |||
5.7K | QoQ NEW(+5.7K) YoY NEW(+5.7K) | All Managers (Combined) | $346.9K | QoQ NEW(+$346.9K) YoY NEW(+$346.9K) | |
7.6K | QoQ -1.93% (-150)YoY -3.12% (-245) | All Managers (Combined) | $344.7K | ||
2.0K | QoQ -0.50% (-10)YoY -6.50% (-136) | All Managers (Combined) | $343.8K | ||
US BANCORP \DE\(USBcusip902973304) | 7.9K | QoQ 0.00% (-0)YoY -3.02% (-245) | All Managers (Combined) | $332.0K | |
(cusip316071604)✕ | 8.1K | All Managers (Combined) | $328.9K | ||
LOEWS CORP(Lcusip540424108) | 3.6K | QoQ NEW(+3.6K) YoY NEW(+3.6K) | All Managers (Combined) | $328.9K | QoQ NEW(+$328.9K) YoY NEW(+$328.9K) |
Dutch Bros Inc.(BROScusip26701L100) | 5.2K | QoQ -2.82% (-152)YoY NEW(+5.2K) | All Managers (Combined) | $322.4K | YoY NEW(+$322.4K) |
4.3K | QoQ +0.46% (+20)YoY NEW(+4.3K) | All Managers (Combined) | $315.1K | YoY NEW(+$315.1K) | |
5.6K | All Managers (Combined) | $314.0K |