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
$473B
$4.88 Million 0.32% of portfolio
8,351
Q3 2024 Added 4.48%
$187B
$4.78 Million 0.31% of portfolio
25,328
Q2 2024 Reduced 0.01%
$0
$4.65 Million 0.3% of portfolio
116,724
Q3 2024 Added 81.13%
$227B
$4.32 Million 0.28% of portfolio
15,949
Q3 2024 Reduced 1.97%
$30.4B
$4.2 Million 0.27% of portfolio
78,603
Q3 2024 Added 87.82%
$199B
$3.91 Million 0.25% of portfolio
7,899
Q3 2024 Reduced 2.17%
$35.8B
$3.91 Million 0.25% of portfolio
48,473
Q3 2024 Added 1,414.78%
$44.9B
$3.76 Million 0.24% of portfolio
9,415
Q3 2024 Reduced 20.41%
$34.4B
$3.65 Million 0.24% of portfolio
7,233
Q1 2024 Added 0.42%
$25.9B
$3.64 Million 0.24% of portfolio
34,730
Q1 2024 Added 9.69%
$56.1B
$3.56 Million 0.23% of portfolio
71,300
Q3 2024 Reduced 2.83%
$74.7B
$3.46 Million 0.22% of portfolio
178,929
Q3 2024 Reduced 7.09%
$182B
$3.47 Million 0.22% of portfolio
5,584
Q3 2024 Added 84.11%
$424B
$3.33 Million 0.22% of portfolio
3,753
Q3 2024 Added 348.39%
$228B
$3.23 Million 0.21% of portfolio
9,124
Q3 2024 Reduced 0.27%
$78.8B
$3.17 Million 0.21% of portfolio
7,044
Q3 2024 New
$21.9B
$3.04 Million 0.2% of portfolio
33,405
Q3 2024 New
$201B
$3.04 Million 0.2% of portfolio
13,743
Q3 2024 Added 488.31%
$0
$3.07 Million 0.2% of portfolio
10,799
Q1 2023 Reduced 4.43%
$1.37T
$2.87 Million 0.19% of portfolio
5,014
Q3 2024 Added 11.87%
$297B
$2.95 Million 0.19% of portfolio
12,885
Q3 2024 New
$208B
$3 Million 0.19% of portfolio
5,793
Q3 2024 Reduced 0.65%
$0
$2.91 Million 0.19% of portfolio
29,499
Q3 2024 Reduced 0.02%
$172B
$2.86 Million 0.19% of portfolio
23,612
Q3 2024 Added 0.31%
$115B
$2.89 Million 0.19% of portfolio
10,034
Q3 2024 Added 519.38%
$150B
$2.41 Million 0.16% of portfolio
83,153
Q3 2024 Added 48.61%
$19.7B
$2.52 Million 0.16% of portfolio
105,199
Q1 2024 Added 13.73%
$89.2B
$2.52 Million 0.16% of portfolio
6,843
Q2 2024 Added 0.59%
$16.7B
$2.52 Million 0.16% of portfolio
9,345
Q3 2024 Added 35.16%
$0
$2.37 Million 0.15% of portfolio
82,893
Q3 2024 New
$42.6B
$2.15 Million 0.14% of portfolio
33,048
Q2 2024 Added 100.34%
$79.6B
$1.98 Million 0.13% of portfolio
7,551
Q2 2024 Reduced 20.11%
$246B
$2.06 Million 0.13% of portfolio
38,686
Q3 2024 Reduced 0.13%
$462B
$1.91 Million 0.12% of portfolio
11,232
Q3 2024 Added 1.94%
$154B
$1.78 Million 0.12% of portfolio
8,627
Q3 2024 Reduced 61.93%
$47.3B
$1.82 Million 0.12% of portfolio
6,109
Q1 2024 Added 0.11%
$5.21B
$1.68 Million 0.11% of portfolio
15,000
Q4 2022 Reduced 57.86%
$197B
$1.64 Million 0.11% of portfolio
13,753
Q3 2024 Reduced 78.85%
$22.8B
$1.68 Million 0.11% of portfolio
35,169
Q3 2024 New
$55.1B
$1.63 Million 0.11% of portfolio
1,569
Q2 2024 Added 0.51%
$168B
$1.77 Million 0.11% of portfolio
6,370
Q3 2024 Reduced 4.44%
$83.8B
$1.7 Million 0.11% of portfolio
2,693
Q1 2024 Added 0.11%
$39.2B
$1.48 Million 0.1% of portfolio
14,258
Q3 2024 Reduced 1.87%
$30.7B
$1.6 Million 0.1% of portfolio
13,469
Q1 2024 Added 0.14%
$141B
$1.51 Million 0.1% of portfolio
6,144
Q3 2024 Added 0.28%
$40.8B
$1.6 Million 0.1% of portfolio
6,732
Q3 2024 Reduced 5.36%
$64.5B
$1.51 Million 0.1% of portfolio
7,509
Q1 2024 Added 0.13%
$0
$1.5 Million 0.1% of portfolio
3,534
Q1 2024 Reduced 0.59%
$344B
$1.37 Million 0.09% of portfolio
5,006
Q3 2024 Reduced 5.48%

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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