Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q3 2024

Moody Lynn & Lieberson, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $90.1M, Nvidia Corp with a value of $89.9M, Microsoft Corp with a value of $83.6M, Eli Lilly & CO with a value of $79.4M, and Apple Inc. with a value of $71.1M.

Examining the 13F form we can see an increase of $68.6M in the current position value, from $1.47B to 1.54B.

Below you can find more details about Moody Lynn & Lieberson, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
Technology: $441 Million
Healthcare: $289 Million
Financial Services: $231 Million
Industrials: $146 Million
Communication Services: $105 Million
ETFs: $94.8 Million
Consumer Cyclical: $91.9 Million
Consumer Defensive: $62.4 Million
Other: $82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.1B
$90.1 Million 5.84% of portfolio
521,994
Q3 2024 Added 798.75%
$349B
$89.9 Million 5.82% of portfolio
740,284
Q3 2024 Reduced 11.88%
$3.27T
$83.6 Million 5.42% of portfolio
194,364
Q3 2024 Reduced 0.27%
$756B
$79.4 Million 5.14% of portfolio
89,585
Q3 2024 Reduced 2.01%
$4.15T
$71.1 Million 4.61% of portfolio
305,478
Q3 2024 Added 0.06%
$1.17T
$63.5 Million 4.11% of portfolio
382,867
Q3 2024 Reduced 3.87%
$597B
$50.8 Million 3.29% of portfolio
110,451
Q3 2024 Reduced 1.84%
$83.3B
$44.7 Million 2.9% of portfolio
183,949
Q3 2024 Added 19.8%
$125B
$42.4 Million 2.75% of portfolio
276,832
Q3 2024 Added 0.86%
$711B
$40.9 Million 2.65% of portfolio
193,872
Q3 2024 Added 0.28%
$2.33T
$39.2 Million 2.54% of portfolio
210,246
Q3 2024 Reduced 3.51%
$511B
$37.5 Million 2.43% of portfolio
75,848
Q3 2024 Reduced 3.72%
$84.3B
$37.2 Million 2.41% of portfolio
179,324
Q3 2024 Reduced 1.17%
$318B
$35.8 Million 2.32% of portfolio
181,165
Q3 2024 Added 16.64%
$207B
$34 Million 2.2% of portfolio
54,977
Q3 2024 Added 10.92%
$105B
$30.3 Million 1.96% of portfolio
65,207
Q3 2024 Added 15.56%
$201B
$26.8 Million 1.74% of portfolio
235,111
Q3 2024 Reduced 1.26%
$223B
$26.3 Million 1.7% of portfolio
29,401
Q3 2024 Reduced 0.31%
$136B
$25.9 Million 1.68% of portfolio
78,294
Q3 2024 Added 0.24%
$128B
$25.3 Million 1.64% of portfolio
43,202
Q3 2024 Added 6.76%
$415B
$25.1 Million 1.63% of portfolio
35,388
Q3 2024 Reduced 0.35%
$140B
$24.9 Million 1.62% of portfolio
69,028
Q3 2024 Added 0.0%
$215B
$22 Million 1.43% of portfolio
211,480
Q3 2024 Reduced 0.77%
$211B
$21.1 Million 1.37% of portfolio
124,323
Q3 2024 Added 14.58%
$381B
$21.2 Million 1.37% of portfolio
130,545
Q3 2024 Added 14.11%
$90.5B
$14.6 Million 0.94% of portfolio
161,539
Q3 2024 Added 46.76%
$443B
$14.1 Million 0.91% of portfolio
119,869
Q3 2024 Added 332.21%
$122B
$14 Million 0.91% of portfolio
186,287
Q3 2024 Added 15.39%
$524B
$13.5 Million 0.87% of portfolio
49,072
Q3 2024 Reduced 1.47%
$216B
$13.4 Million 0.87% of portfolio
43,994
Q3 2024 Added 2.82%
$0
$12.3 Million 0.8% of portfolio
21,446
Q3 2024 Added 0.81%
$282B
$10.9 Million 0.71% of portfolio
73,987
Q3 2024 Reduced 36.56%
$272B
$10.3 Million 0.67% of portfolio
142,956
Q3 2024 Added 15.42%
$400B
$9.65 Million 0.63% of portfolio
55,751
Q3 2024 Added 2.07%
$1.2T
$9.04 Million 0.59% of portfolio
54,102
Q3 2024 Added 4.5%
$82.2B
$9.12 Million 0.59% of portfolio
123,801
Q3 2024 Added 71.91%
$177B
$8.97 Million 0.58% of portfolio
46,119
Q3 2024 Reduced 2.47%
$252B
$8.78 Million 0.57% of portfolio
77,286
Q3 2024 Reduced 41.88%
$23.6B
$7.99 Million 0.52% of portfolio
150,785
Q3 2024 Added 482.81%
$190B
$7.36 Million 0.48% of portfolio
14,986
Q3 2024 Reduced 1.52%
$35.2B
$7.44 Million 0.48% of portfolio
19,387
Q3 2024 Reduced 4.51%
$204B
$7.11 Million 0.46% of portfolio
43,322
Q3 2024 Reduced 7.72%
$56.7B
$6.96 Million 0.45% of portfolio
20,368
Q3 2024 Added 0.43%
$72.5B
$6.89 Million 0.45% of portfolio
13,056
Q3 2024 Added 0.69%
$84B
$5.84 Million 0.38% of portfolio
36,324
Q3 2024 New
$92.9B
$5.5 Million 0.36% of portfolio
22,126
Q3 2024 Reduced 49.99%
$20B
$5.06 Million 0.33% of portfolio
28,101
Q3 2024 Added 0.08%
$123B
$5.03 Million 0.33% of portfolio
18,160
Q3 2024 Reduced 0.91%
$0
$4.88 Million 0.32% of portfolio
17,239
Q3 2024 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $1.54 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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