Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.48 Billion
  • Q1 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $70.3M, Microsoft Corp with a value of $69.8M, Broadcom Inc. with a value of $69.5M, Eli Lilly & CO with a value of $69.4M, and Apple Inc. with a value of $60.8M.

Examining the 13F form we can see an decrease of $66.7M in the current position value, from $1.54B to 1.48B.

Below you can find more details about Moody Lynn & Lieberson, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.48 Billion
Technology: $348 Million
Healthcare: $301 Million
Financial Services: $276 Million
Industrials: $125 Million
Communication Services: $109 Million
ETFs: $105 Million
Consumer Cyclical: $94.8 Million
Consumer Defensive: $49.1 Million
Other: $68.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$272B
$70.3 Million 4.76% of portfolio
648,769
Q1 2025 Reduced 10.28%
$2.94T
$69.8 Million 4.73% of portfolio
185,841
Q1 2025 Reduced 3.19%
$77.4B
$69.5 Million 4.71% of portfolio
415,134
Q1 2025 Reduced 18.43%
$841B
$69.4 Million 4.7% of portfolio
84,040
Q1 2025 Reduced 1.56%
$3.39T
$60.8 Million 4.12% of portfolio
273,790
Q1 2025 Reduced 10.31%
$957B
$59.1 Million 4.0% of portfolio
382,363
Q1 2025 Reduced 3.05%
$694B
$58.8 Million 3.98% of portfolio
110,337
Q1 2025 Added 0.03%
$106B
$57.4 Million 3.89% of portfolio
199,316
Q1 2025 Added 6.36%
$718B
$48.3 Million 3.27% of portfolio
196,920
Q1 2025 Added 0.84%
$515B
$45.7 Million 3.09% of portfolio
83,307
Q1 2025 Added 1.32%
$1.91T
$45.4 Million 3.07% of portfolio
238,603
Q1 2025 Reduced 0.08%
$93.9B
$43.7 Million 2.96% of portfolio
188,916
Q1 2025 Added 0.69%
$93.4B
$38.9 Million 2.63% of portfolio
277,966
Q1 2025 Added 0.14%
$229B
$37.1 Million 2.51% of portfolio
279,830
Q1 2025 Added 16.15%
$342B
$35.2 Million 2.39% of portfolio
168,169
Q1 2025 Added 7.83%
$501B
$33.2 Million 2.25% of portfolio
35,595
Q1 2025 Reduced 0.33%
$197B
$28.8 Million 1.95% of portfolio
246,774
Q1 2025 Added 0.8%
$129B
$27.8 Million 1.88% of portfolio
57,255
Q1 2025 Added 0.06%
$368B
$24.6 Million 1.67% of portfolio
67,157
Q1 2025 Reduced 0.01%
$190B
$23.4 Million 1.59% of portfolio
29,439
Q1 2025 Reduced 10.2%
$168B
$23 Million 1.56% of portfolio
46,176
Q1 2025 Reduced 7.37%
$408B
$22.1 Million 1.5% of portfolio
133,176
Q1 2025 Added 2.99%
$116B
$21 Million 1.42% of portfolio
77,097
Q1 2025 Reduced 2.11%
$105B
$20.8 Million 1.41% of portfolio
341,788
Q1 2025 Added 116.42%
$565B
$19.1 Million 1.3% of portfolio
54,562
Q1 2025 Added 0.5%
$92.9B
$18.1 Million 1.23% of portfolio
105,002
Q1 2025 Added 170.94%
$99.6B
$13.6 Million 0.92% of portfolio
147,728
Q1 2025 Added 0.96%
$273B
$13.2 Million 0.89% of portfolio
78,976
Q1 2025 Added 8.93%
$452B
$13.2 Million 0.89% of portfolio
110,851
Q1 2025 Reduced 2.62%
$74.2B
$12.8 Million 0.87% of portfolio
25,091
Q1 2025 Added 99.59%
$0
$11.9 Million 0.8% of portfolio
21,220
Q1 2025 Added 0.12%
$313B
$11.6 Million 0.78% of portfolio
161,620
Q1 2025 Added 11.18%
$235B
$11.4 Million 0.77% of portfolio
36,352
Q1 2025 Reduced 0.83%
$185B
$10.9 Million 0.74% of portfolio
72,797
Q1 2025 Reduced 31.09%
$13B
$9.52 Million 0.64% of portfolio
405,926
Q1 2025 Added 161.63%
$385B
$8.84 Million 0.6% of portfolio
51,865
Q1 2025 Added 0.48%
$979B
$7.88 Million 0.53% of portfolio
50,411
Q1 2025 Reduced 5.76%
$131B
$7.55 Million 0.51% of portfolio
67,407
Q1 2025 Added 216.36%
$182B
$7.35 Million 0.5% of portfolio
14,846
Q1 2025 Added 0.66%
$177B
$7.19 Million 0.49% of portfolio
36,938
Q1 2025 Reduced 18.57%
$55.8B
$6.82 Million 0.46% of portfolio
39,993
Q1 2025 Reduced 0.71%
$219B
$5.68 Million 0.38% of portfolio
28,384
Q1 2025 Added 12.48%
$123B
$5.67 Million 0.38% of portfolio
18,549
Q1 2025 Added 0.66%
$77.8B
$5.26 Million 0.36% of portfolio
22,062
Q1 2025 Reduced 4.01%
$342B
$5.16 Million 0.35% of portfolio
19,205
Q1 2025 Reduced 0.84%
$90B
$5.19 Million 0.35% of portfolio
76,423
Q1 2025 Reduced 2.74%
$0
$4.96 Million 0.34% of portfolio
107,984
Q1 2025 Added 885.08%
$154B
$4.66 Million 0.32% of portfolio
14,949
Q1 2025 Added 445.78%
$0
$4.78 Million 0.32% of portfolio
17,387
Q1 2025 Added 1.62%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $1.48 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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