Moody Lynn & Lieberson, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 244Value: $1.6BLatest: 2025Q1

MOODY LYNN & LIEBERSON, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 244 holdings worth $1.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

Page 1 of 13

Sort by:

NVIDIA CORP

NVDA|67066G104

Shares:648.8K

Value:$70.3M

% of Portfolio:4.5% ($70.3M/$1.6B)

MICROSOFT CORP

MSFT|594918104

Shares:185.8K

Value:$69.8M

% of Portfolio:4.5% ($69.8M/$1.6B)

Broadcom Inc.

AVGO|11135F101

Shares:415.1K

Value:$69.5M

% of Portfolio:4.5% ($69.5M/$1.6B)

ELI LILLY & Co

LLY|532457108

Shares:84.0K

Value:$69.4M

% of Portfolio:4.5% ($69.4M/$1.6B)

Apple Inc.

AAPL|037833100

Shares:273.8K

Value:$60.8M

% of Portfolio:3.9% ($60.8M/$1.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:382.4K

Value:$59.1M

% of Portfolio:3.8% ($59.1M/$1.6B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:110.3K

Value:$58.8M

% of Portfolio:3.8% ($58.8M/$1.6B)

SPDR GOLD TRUST

GLD|78463V107

Shares:199.3K

Value:$57.4M

% of Portfolio:3.7% ($57.4M/$1.6B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:196.9K

Value:$48.3M

% of Portfolio:3.1% ($48.3M/$1.6B)

Mastercard Inc

MA|57636Q104

Shares:83.3K

Value:$45.7M

% of Portfolio:2.9% ($45.7M/$1.6B)

AMAZON COM INC

AMZN|023135106

Shares:238.6K

Value:$45.4M

% of Portfolio:2.9% ($45.4M/$1.6B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:188.9K

Value:$43.7M

% of Portfolio:2.8% ($43.7M/$1.6B)

Blackstone Inc.

BX|09260D107

Shares:278.0K

Value:$38.9M

% of Portfolio:2.5% ($38.9M/$1.6B)

ABBOTT LABORATORIES

ABT|002824100

Shares:279.8K

Value:$37.1M

% of Portfolio:2.4% ($37.1M/$1.6B)

AbbVie Inc.

ABBV|00287Y109

Shares:168.2K

Value:$35.2M

% of Portfolio:2.3% ($35.2M/$1.6B)

NETFLIX INC

NFLX|64110L106

Shares:35.6K

Value:$33.2M

% of Portfolio:2.1% ($33.2M/$1.6B)

STRYKER CORP

SYK|863667101

Shares:86.9K

Value:$32.4M

% of Portfolio:2.1% ($32.4M/$1.6B)

LINDE PLC

LIN|G54950103

Shares:65.0K

Value:$30.3M

% of Portfolio:1.9% ($30.3M/$1.6B)

MORGAN STANLEY

MS|617446448

Shares:246.8K

Value:$28.8M

% of Portfolio:1.8% ($28.8M/$1.6B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:57.3K

Value:$27.8M

% of Portfolio:1.8% ($27.8M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	648.8K	QoQ -10.27% (-74.3K) YoY +663.66% (-563.8K)	All Managers (Combined)	$70.3M	4.5% ($70.3M/$1.6B)	QoQ -27.59% (-$26.8M) YoY -8.40% (-$6.4M)
MICROSOFT CORP(MSFTcusip594918104)	185.8K	QoQ -3.19% (-6.1K) YoY -4.37% (-8.5K)	All Managers (Combined)	$69.8M	4.5% ($69.8M/$1.6B)	QoQ -13.78% (-$11.2M) YoY -14.68% (-$12.0M)
Broadcom Inc.(AVGOcusip11135F101)	415.1K	QoQ -18.42% (-93.8K) YoY +612.76% (-356.9K)	All Managers (Combined)	$69.5M	4.5% ($69.5M/$1.6B)	QoQ -41.08% (-$48.5M) YoY -9.96% (-$7.7M)
ELI LILLY & Co(LLYcusip532457108)	84.0K	QoQ -1.56% (-1.3K) YoY -7.82% (-7.1K)	All Managers (Combined)	$69.4M	4.5% ($69.4M/$1.6B)	QoQ +5.30% (-$3.5M) YoY -2.14% (-$1.5M)
Apple Inc.(AAPLcusip037833100)	273.8K	QoQ -10.31% (-31.5K) YoY -6.45% (-18.9K)	All Managers (Combined)	$60.8M	3.9% ($60.8M/$1.6B)	QoQ -20.44% (-$15.6M) YoY +21.17% (-$10.6M)
Alphabet Inc.(GOOGLcusip02079K305)	382.4K	QoQ -3.05% (-12.0K) YoY +0.31% (+1.2K)	All Managers (Combined)	$59.1M	3.8% ($59.1M/$1.6B)	QoQ -20.80% (-$15.5M) YoY +2.78% (+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	110.3K	QoQ +0.03% (+38) YoY -0.83% (-934)	All Managers (Combined)	$58.8M	3.8% ($58.8M/$1.6B)	QoQ +17.53% (+$8.8M) YoY +25.58% (-$12.0M)
SPDR GOLD TRUST(GLDcusip78463V107)	199.3K	QoQ +6.35% (+11.9K) YoY +27.84% (+43.4K)	All Managers (Combined)	$57.4M	3.7% ($57.4M/$1.6B)	QoQ +26.56% (+$12.1M) YoY +79.06% (+$25.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	196.9K	QoQ +0.84% (+1.6K) YoY +2.55% (+4.9K)	All Managers (Combined)	$48.3M	3.1% ($48.3M/$1.6B)	QoQ +3.19% (+$1.5M) YoY +25.59% (+$9.8M)
Mastercard Inc(MAcusip57636Q104)	83.3K	QoQ +1.32% (+1.1K) YoY +0.41% (+347)	All Managers (Combined)	$45.7M	2.9% ($45.7M/$1.6B)	QoQ +5.46% (+$2.4M) YoY +14.29% (+$5.7M)
AMAZON COM INC(AMZNcusip023135106)	238.6K	QoQ -0.08% (-193) YoY +13.46% (+28.3K)	All Managers (Combined)	$45.4M	2.9% ($45.4M/$1.6B)	QoQ -13.34% (-$7.0M) YoY +19.67% (+$7.5M)
WASTE MANAGEMENT INC(WMcusip94106L109)	188.9K	QoQ +0.68% (+1.3K) YoY +4.27% (+7.7K)	All Managers (Combined)	$43.7M	2.8% ($43.7M/$1.6B)	QoQ +15.51% (+$5.9M) YoY +13.25% (+$5.1M)
Blackstone Inc.(BXcusip09260D107)	278.0K	QoQ +0.14% (-400) YoY +1.88% (+5.1K)	All Managers (Combined)	$38.9M	2.5% ($38.9M/$1.6B)	QoQ -18.81% (-$9.0M) YoY +8.40% (+$3.0M)
ABBOTT LABORATORIES(ABTcusip002824100)	279.8K	QoQ +16.15% (+38.9K) YoY +16.33% (+39.3K)	All Managers (Combined)	$37.1M	2.4% ($37.1M/$1.6B)	QoQ +36.21% (+$9.9M) YoY +35.76% (+$9.8M)
AbbVie Inc.(ABBVcusip00287Y109)	168.2K	QoQ +7.83% (+12.2K) YoY -2.86% (-5.0K)	All Managers (Combined)	$35.2M	2.3% ($35.2M/$1.6B)	QoQ +27.14% (+$7.5M) YoY +11.75% (-$3.7M)
NETFLIX INC(NFLXcusip64110L106)	35.6K	QoQ -0.32% (-117) YoY +0.82% (+293)	All Managers (Combined)	$33.2M	2.1% ($33.2M/$1.6B)	QoQ +4.28% (-$1.4M) YoY +54.82% (+$11.8M)
STRYKER CORP(SYKcusip863667101)	86.9K	QoQ +24.95% (+17.4K) YoY +27.04% (+18.5K)	All Managers (Combined)	$32.4M	2.1% ($32.4M/$1.6B)	QoQ +29.18% (+$7.3M) YoY +32.15% (+$7.9M)
LINDE PLC(LINcusipG54950103)	65.0K	QoQ +0.71% (+459) YoY +1.64% (+1.1K)	All Managers (Combined)	$30.3M	1.9% ($30.3M/$1.6B)	QoQ +12.00% (+$3.2M) YoY +1.93% (+$575.7K)
MORGAN STANLEY(MScusip617446448)	246.8K	QoQ +0.79% (-2.0K) YoY +17.15% (+36.1K)	All Managers (Combined)	$28.8M	1.8% ($28.8M/$1.6B)	QoQ -6.45% (-$2.0M) YoY +45.16% (+$9.0M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	57.3K	QoQ +0.05% (+32) YoY -7.61% (-4.7K)	All Managers (Combined)	$27.8M	1.8% ($27.8M/$1.6B)	QoQ +20.45% (+$4.7M) YoY +7.15% (-$1.9M)