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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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