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 7 of 13
81369Y209
Shares:6.2K
Value:$905.4K
680414604
Shares:51.8K
Value:$819.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 9.8K | QoQ -0.21% (-21)YoY +0.77% (-75) | All Managers (Combined) | $962.9K | |
ADOBE INC.(ADBEcusip00724F101) | 2.5K | All Managers (Combined) | $957.7K | ||
15.8K | QoQ -0.50% (-81)YoY -5.62% (-944) | All Managers (Combined) | $950.9K | ||
2.7K | QoQ 0.00% (-0)YoY +2.17% (+58) | All Managers (Combined) | $918.1K | ||
(cusip81369Y209)✕ | 6.2K | All Managers (Combined) | $905.4K | ||
756 | QoQ -4.06% (-32)YoY -3.69% (-29) | All Managers (Combined) | $892.8K | ||
BERKLEY W R CORP(WRBcusip084423102) | 12.4K | All Managers (Combined) | $880.7K | ||
NIKE, Inc.(NKEcusip654106103) | 13.5K | QoQ 0.00% (-0) | All Managers (Combined) | $857.2K | |
605 | All Managers (Combined) | $836.9K | |||
14.1K | QoQ -1.49% (-214)YoY -0.90% (-129) | All Managers (Combined) | $824.8K | ||
(cusip680414604)✕ | 51.8K | YoY NEW(+51.8K) | All Managers (Combined) | $819.2K | YoY NEW(+$819.2K) |
9.9K | All Managers (Combined) | $811.8K | |||
STARBUCKS CORP(SBUXcusip855244109) | 8.2K | QoQ -1.39% (-116)YoY -5.96% (-521) | All Managers (Combined) | $805.8K | |
1.5K | QoQ -0.45% (-7)YoY -3.87% (-62) | All Managers (Combined) | $790.4K | ||
WATSCO INC(WSOcusip942622200) | 1.6K | QoQ 0.00% (+0)YoY -1.71% (-27) | All Managers (Combined) | $788.4K | |
1.4K | QoQ 0.00% (-0)YoY +0.51% (+7) | All Managers (Combined) | $777.6K | ||
46.2K | YoY NEW(+46.2K) | All Managers (Combined) | $758.4K | YoY NEW(+$758.4K) | |
9.0K | QoQ 0.00% (+0)YoY +0.60% (+54) | All Managers (Combined) | $753.4K | ||
2.9K | All Managers (Combined) | $743.9K | |||
6.7K | All Managers (Combined) | $732.7K |