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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.21B
$1.68 Million 0.11% of portfolio
15,000
Q4 2022 Reduced 57.86%
$5.93B
$783,000 0.05% of portfolio
14,262
Q1 2024 Added 0.16%
$3.08B
$453,000 0.03% of portfolio
27,673
Q3 2024 New
$3.57B
$514,000 0.03% of portfolio
12,362
Q1 2024 Added 0.16%
$4.6B
$455,000 0.03% of portfolio
7,921
Q3 2024 New
$8.61B
$453,000 0.03% of portfolio
7,137
Q1 2024 Added 0.14%
$5.65B
$291,000 0.02% of portfolio
2,671
Q1 2024 Added 0.19%
$6.34B
$220,000 0.01% of portfolio
6,915
Q3 2024 New

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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