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

SEC FilingSEC DataHachi Filing

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
CIK: moody-lynn--lieberson
Manager Name: Moody-Lynn--Lieberson

Data Enrichment

88% identified

214 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

244 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

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091937185

Shares:11.0K

Value:$103.7K

% of Portfolio:0.0% ($103.7K/$1.6B)

314172644

Shares:17.2K

Value:$86.6K

% of Portfolio:0.0% ($86.6K/$1.6B)

Elicio Therapeutics, Inc.

ELTX|28657F103

Shares:10.0K

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$1.6B)

812224202

Shares:27.0K

Value:$176

% of Portfolio:0.0% ($176/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip091937185)✕	11.0K	QoQ 0.00% (+0) YoY -3.66% (-418)	All Managers (Combined)	$103.7K	0.0% ($103.7K/$1.6B)	QoQ +1.18% (+$1.2K) YoY -3.55% (-$3.8K)
(cusip314172644)✕	17.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$86.6K	0.0% ($86.6K/$1.6B)	QoQ -8.84% (-$8.4K) YoY -11.86% (-$11.7K)
Elicio Therapeutics, Inc.(ELTXcusip28657F103)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$1.6B)	QoQ NEW(+$61.6K) YoY NEW(+$61.6K)
(cusip812224202)✕	27.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$176	0.0% ($176/$1.6B)	QoQ +147.88% (+$105) YoY +109.52% (+$92)