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 $200 Billions or more