Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q4 2024

Moody Lynn & Lieberson, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $118M, Nvidia Corp with a value of $97.1M, Microsoft Corp with a value of $80.9M, Apple Inc. with a value of $76.4M, and Alphabet Inc. with a value of $74.7M.

Examining the 13F form we can see an decrease of $247K in the current position value, from $1.54B 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: $469 Million
Financial Services: $261 Million
Healthcare: $252 Million
Industrials: $136 Million
Communication Services: $125 Million
Consumer Cyclical: $106 Million
ETFs: $84.6 Million
Consumer Defensive: $50.4 Million
Other: $59 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.6B
$311,000 0.02% of portfolio
934
Q4 2024 Added 18.53%
$145B
$251,000 0.02% of portfolio
594
Q3 2023 Added 3.13%
$41.4B
$291,000 0.02% of portfolio
3,794
Q4 2024 Reduced 0.16%
$59B
$245,000 0.02% of portfolio
1,045
Q2 2024 Reduced 39.42%
$35.1B
$241,000 0.02% of portfolio
3,149
Q4 2024 Added 5.0%
$26.4B
$380,000 0.02% of portfolio
4,219
Q4 2024 Reduced 87.37%
$11.1B
$252,000 0.02% of portfolio
2,289
Q4 2021 Reduced 0.09%
$58.6B
$245,000 0.02% of portfolio
3,598
Q4 2023 New
$80.6B
$379,000 0.02% of portfolio
1,966
Q2 2024 Reduced 6.02%
$24.4B
$290,000 0.02% of portfolio
1,554
Q3 2023 New
$44.5B
$301,000 0.02% of portfolio
5,600
Q1 2023 Reduced 0.14%
$142B
$230,000 0.01% of portfolio
1,559
Q4 2024 Reduced 0.76%
$37.5B
$201,000 0.01% of portfolio
2,233
Q4 2024 Added 1.78%
$73.3B
$214,000 0.01% of portfolio
2,354
Q2 2024 Added 2.17%
$76.6B
$215,000 0.01% of portfolio
4,038
Q4 2024 New
$48.2B
$213,000 0.01% of portfolio
2,646
Q4 2024 Added 1.19%
$19.7B
$216,000 0.01% of portfolio
4,700
Q4 2024 Reduced 27.13%
$45.9B
$218,000 0.01% of portfolio
4,600
Q3 2024 New
$189B
$203,000 0.01% of portfolio
41
Q4 2024 New
$138B
$205,000 0.01% of portfolio
5,165
Q4 2024 New
$19.2B
$205,000 0.01% of portfolio
4,272
Q4 2024 New
$167B
$205,000 0.01% of portfolio
412
Q3 2024 New
$197B
$220,000 0.01% of portfolio
1,832
Q4 2024 Added 1.27%
$32.7B
$185,000 0.01% of portfolio
2,144
Q4 2024 Reduced 25.92%
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Added 4.28%

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $1.54 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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