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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$412,000 0.03% of portfolio
9,102
Q4 2023 Reduced 0.16%
$57.8B
$519,000 0.03% of portfolio
2,418
Q3 2024 Added 9.02%
$0
$472,000 0.03% of portfolio
3,600
Q1 2020 Reduced 1.64%
$119B
$453,000 0.03% of portfolio
1,641
Q4 2024 Reduced 83.65%
$3.09B
$502,000 0.03% of portfolio
8,002
Q4 2024 Added 1.02%
$80.7B
$488,000 0.03% of portfolio
1,428
Q4 2024 Added 3.85%
$67.5B
$497,000 0.03% of portfolio
15,875
Q4 2024 Added 6.19%
$8.98B
$423,000 0.03% of portfolio
4,771
Q4 2024 Added 0.15%
$49.2B
$430,000 0.03% of portfolio
2,500
Q4 2023 Reduced 0.99%
$19.2B
$435,000 0.03% of portfolio
1,175
Q3 2024 Reduced 0.42%
$25.9B
$499,000 0.03% of portfolio
717
Q4 2024 Added 58.63%
$254B
$443,000 0.03% of portfolio
640
Q4 2024 Reduced 8.31%
$24.4B
$391,000 0.03% of portfolio
1,200
Q3 2024 Reduced 33.33%
$55.3B
$462,000 0.03% of portfolio
5,913
Q4 2024 Reduced 87.8%
$34.2B
$426,000 0.03% of portfolio
4,531
Q3 2024 Added 0.51%
$36.1B
$410,000 0.03% of portfolio
13,380
Q4 2024 Added 0.86%
$0
$412,000 0.03% of portfolio
2,161
Q4 2024 Added 47.91%
$56.8B
$376,000 0.02% of portfolio
7,863
Q3 2024 Added 0.63%
$0
$307,000 0.02% of portfolio
766
Q4 2024 Added 23.95%
$0
$268,000 0.02% of portfolio
1,449
Q4 2024 Added 11.46%
$0
$374,000 0.02% of portfolio
9,841
Q3 2024 New
$0
$338,000 0.02% of portfolio
662
Q2 2024 Added 8.17%
$0
$371,000 0.02% of portfolio
10,962
Q4 2024 Reduced 90.61%
$0
$312,000 0.02% of portfolio
6,526
Q4 2024 Added 4.15%
$41B
$250,000 0.02% of portfolio
355
Q3 2024 Reduced 12.35%
$185B
$309,000 0.02% of portfolio
7,750
Q4 2024 Reduced 1.21%
$87.3B
$315,000 0.02% of portfolio
266
Q3 2024 Added 15.65%
$136B
$380,000 0.02% of portfolio
1,543
Q3 2024 Added 22.36%
$4.72B
$254,000 0.02% of portfolio
2,685
Q4 2024 Added 0.52%
$13.3B
$311,000 0.02% of portfolio
934
Q4 2024 Added 18.53%
$136B
$251,000 0.02% of portfolio
594
Q3 2023 Added 3.13%
$2.31B
$281,000 0.02% of portfolio
5,374
Q4 2024 New
$36B
$291,000 0.02% of portfolio
3,794
Q4 2024 Reduced 0.16%
$10B
$380,000 0.02% of portfolio
7,197
Q4 2024 Added 0.84%
$5.09B
$238,000 0.02% of portfolio
6,915
Q3 2024 New
$50.9B
$245,000 0.02% of portfolio
1,045
Q2 2024 Reduced 39.42%
$40.8B
$241,000 0.02% of portfolio
3,149
Q4 2024 Added 5.0%
$23B
$380,000 0.02% of portfolio
4,219
Q4 2024 Reduced 87.37%
$12.4B
$252,000 0.02% of portfolio
2,289
Q4 2021 Reduced 0.09%
$50.1B
$245,000 0.02% of portfolio
3,598
Q4 2023 New
$61.5B
$379,000 0.02% of portfolio
1,966
Q2 2024 Reduced 6.02%
$27B
$290,000 0.02% of portfolio
1,554
Q3 2023 New
$44.3B
$301,000 0.02% of portfolio
5,600
Q1 2023 Reduced 0.14%
$0
$200,000 0.01% of portfolio
715
Q4 2024 New
$88.9B
$230,000 0.01% of portfolio
1,559
Q4 2024 Reduced 0.76%
$0
$214,000 0.01% of portfolio
2,816
Q3 2024 New
$29B
$201,000 0.01% of portfolio
2,233
Q4 2024 Added 1.78%
$79.7B
$214,000 0.01% of portfolio
2,354
Q2 2024 Added 2.17%
$0
$218,000 0.01% of portfolio
2,457
Q4 2024 New

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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