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 8 of 13
464287556
Shares:5.4K
Value:$691.3K
680414307
Shares:28.6K
Value:$688.6K
24610B826
Shares:24.3K
Value:$678.7K
69349H107
Shares:12.4K
Value:$661.3K
316069582
Shares:37.2K
Value:$574.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.3K | QoQ -8.08% (-905)YoY -3.77% (-403) | All Managers (Combined) | $729.1K | ||
6.3K | QoQ 0.00% (+0)YoY +5.56% (+334) | All Managers (Combined) | $722.9K | ||
(cusip464287556)✕ | 5.4K | QoQ 0.00% (-0) | All Managers (Combined) | $691.3K | |
(cusip680414307)✕ | 28.6K | All Managers (Combined) | $688.6K | ||
ONEOK INC /NEW/(OKEcusip682680103) | 6.9K | QoQ 0.00% (-0) | All Managers (Combined) | $684.8K | |
2.8K | QoQ 0.00% (+0)YoY NEW(+2.8K) | All Managers (Combined) | $681.3K | YoY NEW(+$681.3K) | |
(cusip24610B826)✕ | 24.3K | All Managers (Combined) | $678.7K | ||
7.9K | All Managers (Combined) | $672.2K | |||
(cusip69349H107)✕ | 12.4K | QoQ 0.00% (+0)YoY +0.02% (+3) | All Managers (Combined) | $661.3K | |
14.4K | QoQ 0.00% (-0)YoY +0.64% (-92) | All Managers (Combined) | $660.4K | ||
4.1K | QoQ 0.00% (+0) | All Managers (Combined) | $658.4K | ||
11.0K | QoQ 0.00% (+0)YoY +0.66% (+73) | All Managers (Combined) | $656.0K | ||
6.2K | QoQ 0.00% (-0)YoY +2.53% (-154) | All Managers (Combined) | $652.5K | ||
5.9K | QoQ 0.00% (+0)YoY NEW(+5.9K) | All Managers (Combined) | $641.0K | YoY NEW(+$641.0K) | |
1.9K | QoQ -3.25% (-65)YoY -2.37% (-47) | All Managers (Combined) | $613.6K | ||
4.6K | QoQ 0.00% (+0)YoY +0.58% (-27) | All Managers (Combined) | $609.8K | ||
2.3K | QoQ +0.30% (+7)YoY 0.00% (+0) | All Managers (Combined) | $607.5K | ||
3.0K | QoQ 0.00% (-0)YoY -0.06% (-2) | All Managers (Combined) | $588.9K | ||
CONOCOPHILLIPS(COPcusip20825C104) | 5.5K | All Managers (Combined) | $582.9K | ||
(cusip316069582)✕ | 37.2K | All Managers (Combined) | $574.3K |