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
$74.7B
$118 Million 7.65% of portfolio
508,901
Q4 2024 Reduced 2.51%
$267B
$97.1 Million 6.29% of portfolio
723,100
Q4 2024 Reduced 2.32%
$2.83T
$80.9 Million 5.24% of portfolio
191,971
Q4 2024 Reduced 1.23%
$3.66T
$76.4 Million 4.95% of portfolio
305,264
Q4 2024 Reduced 0.07%
$1.04T
$74.7 Million 4.84% of portfolio
394,396
Q4 2024 Added 3.01%
$788B
$65.9 Million 4.27% of portfolio
85,376
Q4 2024 Reduced 4.7%
$1.98T
$52.4 Million 3.4% of portfolio
238,796
Q4 2024 Added 13.58%
$641B
$50 Million 3.24% of portfolio
110,299
Q4 2024 Reduced 0.14%
$98.8B
$47.9 Million 3.1% of portfolio
277,566
Q4 2024 Added 0.27%
$681B
$46.8 Million 3.03% of portfolio
195,271
Q4 2024 Added 0.72%
$91.8B
$45.4 Million 2.94% of portfolio
187,402
Q4 2024 Added 1.88%
$512B
$43.3 Million 2.81% of portfolio
82,221
Q4 2024 Added 8.4%
$93.5B
$37.9 Million 2.45% of portfolio
187,628
Q4 2024 Added 4.63%
$158B
$34.8 Million 2.25% of portfolio
32,784
Q4 2024 Added 11.51%
$386B
$31.8 Million 2.06% of portfolio
35,712
Q4 2024 Added 0.92%
$189B
$30.8 Million 1.99% of portfolio
244,816
Q4 2024 Added 15.76%
$241B
$27.2 Million 1.77% of portfolio
240,914
Q4 2024 Added 2.47%
$111B
$26.1 Million 1.69% of portfolio
78,758
Q4 2024 Added 0.59%
$384B
$26.1 Million 1.69% of portfolio
67,162
Q4 2024 Added 0.82%
$206B
$25.9 Million 1.68% of portfolio
49,850
Q4 2024 Reduced 9.33%
$140B
$25.1 Million 1.62% of portfolio
69,577
Q4 2024 Added 0.8%
$128B
$23 Million 1.49% of portfolio
57,223
Q4 2024 Reduced 12.24%
$126B
$20.9 Million 1.35% of portfolio
42,928
Q4 2024 Reduced 0.63%
$438B
$18.7 Million 1.21% of portfolio
129,312
Q4 2024 Reduced 0.94%
$558B
$17.2 Million 1.11% of portfolio
54,292
Q4 2024 Added 10.64%
$215B
$16.1 Million 1.04% of portfolio
105,641
Q4 2024 Reduced 15.03%
$0
$12.4 Million 0.8% of portfolio
21,195
Q4 2024 Reduced 1.17%
$466B
$12.2 Million 0.79% of portfolio
113,829
Q4 2024 Reduced 5.04%
$101B
$12 Million 0.78% of portfolio
146,326
Q4 2024 Reduced 9.42%
$233B
$10.6 Million 0.69% of portfolio
36,658
Q4 2024 Reduced 16.68%
$308B
$10.5 Million 0.68% of portfolio
72,504
Q4 2024 Reduced 2.0%
$1.02T
$10.2 Million 0.66% of portfolio
53,494
Q4 2024 Reduced 1.12%
$309B
$9.05 Million 0.59% of portfolio
145,366
Q4 2024 Added 1.69%
$134B
$8.93 Million 0.58% of portfolio
157,930
Q4 2024 Added 585.79%
$177B
$8.83 Million 0.57% of portfolio
45,361
Q4 2024 Reduced 1.64%
$418B
$8.65 Million 0.56% of portfolio
51,618
Q4 2024 Reduced 7.41%
$171B
$7.7 Million 0.5% of portfolio
14,748
Q4 2024 Reduced 1.59%
$12.3B
$7.65 Million 0.5% of portfolio
155,150
Q4 2024 Added 2.89%
$241B
$7.38 Million 0.48% of portfolio
74,215
Q4 2024 Reduced 3.97%
$52B
$7.33 Million 0.47% of portfolio
40,280
Q4 2024 Added 97.76%
$83.5B
$6.41 Million 0.42% of portfolio
22,984
Q4 2024 Added 3.88%
$76.3B
$5.9 Million 0.38% of portfolio
12,571
Q4 2024 Reduced 3.71%
$94.5B
$5.77 Million 0.37% of portfolio
38,754
Q4 2024 Added 6.69%
$126B
$5.39 Million 0.35% of portfolio
18,428
Q4 2024 Added 1.48%
$0
$4.96 Million 0.32% of portfolio
17,110
Q4 2024 Reduced 0.75%
$306B
$4.77 Million 0.31% of portfolio
19,368
Q4 2024 Added 50.31%
$93.4B
$4.69 Million 0.3% of portfolio
78,574
Q4 2024 Reduced 36.53%
$195B
$4.56 Million 0.3% of portfolio
15,357
Q4 2024 Reduced 3.71%
$36.6B
$4.69 Million 0.3% of portfolio
7,895
Q4 2024 Reduced 16.14%

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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