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 • $1.6B total value
Manager:
Search and click to pin securities to the top
Page 5 of 13
922908710
Shares:4.6K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.6B)
Shares:3.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip922908710)✕ | 4.6K | QoQ 0.00% (-0)YoY -0.69% (-32) | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.6B) | |
Cloudflare, Inc.(NETcusip18915M107) | 20.9K | QoQ NEW(+20.9K) YoY NEW(+20.9K) | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.6B) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) |
| 36.7K | QoQ +0.10% (+38) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$1.6B) | ||
| 33.0K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.6B) | |||
| 26.1K | YoY NEW(+26.1K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.6B) | YoY NEW(+$2.0M) | |
| 5.2K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | |||
| 7.5K | QoQ 0.00% (+0)YoY +0.43% (+33) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | ||
| 7.3K | QoQ 0.00% (-0) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | ||
| 7.8K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) | |||
| 2.7K | QoQ -0.11% (-3)YoY +0.48% (+13) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | ||
| 9.5K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | |||
| 1.6K | QoQ +0.12% (-2)YoY +0.64% (-10) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | ||
| 30.4K | QoQ NEW(+30.4K) YoY NEW(+30.4K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
Sony Group Corp(SONYcusip835699307) | 59.2K | QoQ NEW(+59.2K) YoY NEW(+59.2K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
| 6.2K | QoQ +0.50% (+31)YoY -7.00% (-465) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | ||
| 5.7K | QoQ -6.66% (-409)YoY -6.17% (-377) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | ||
| 3.5K | QoQ 0.00% (-0)YoY -1.92% (-68) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | ||
| 2.7K | QoQ +0.70% (-19)YoY +7.10% (+179) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.6B) | ||
Salesforce, Inc.(CRMcusip79466L302) | 5.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | ||
| 6.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) |