Moody Lynn & Lieberson, LLC Incresed Positions in Q4 2024

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
28.6K
+ 13.58%
$180.88 - $232.93 $5.16M - $6.65M
239K $52.4M
GOOGL
Alphabet Inc.

Communication Services
11.5K
+ 3.01%
$161.86 - $196.66 $1.87M - $2.27M
394K $74.7M
MS
Morgan Stanley

Financial Services
33.3K
+ 15.76%
$104.42 - $134.99 $3.48M - $4.5M
245K $30.8M
NOW
Service Now, Inc.

Technology
3.38K
+ 11.51%
$867.18 - $1148.42 $2.93M - $3.89M
32.8K $34.8M
BMY
Bristol Myers Squibb CO

Healthcare
135K
+ 585.79%
$51.92 - $59.94 $7M - $8.09M
158K $8.93M
NFLX
Netflix Inc

Communication Services
324
+ 0.92%
$687.65 - $936.56 $223K - $303K
35.7K $31.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 0.72%
$205.18 - $250.29 $287K - $350K
195K $46.8M
MA
Mastercard Inc

Financial Services
6.37K
+ 8.4%
$491.3 - $536.15 $3.13M - $3.42M
82.2K $43.3M
BX
Blackstone Inc.

Financial Services
734
+ 0.27%
$148.45 - $199.05 $109K - $146K
278K $47.9M
V
Visa Inc.

Financial Services
5.22K
+ 10.64%
$273.87 - $320.91 $1.43M - $1.68M
54.3K $17.2M
SAP
Sap Se

Technology
6.48K
+ 50.31%
$218.13 - $255.54 $1.41M - $1.66M
19.4K $4.77M
GILD
Gilead Sciences, Inc.

Healthcare
16.4K
+ 333.95%
$83.95 - $97.9 $1.38M - $1.61M
21.3K $1.97M
MAR
Marriott International Inc

Consumer Cyclical
858
+ 3.88%
$246.06 - $292.59 $211K - $251K
23K $6.41M
GLD
Spdr Gold Trust

ETFs
3.45K
+ 1.88%
$236.59 - $257.5 $817K - $889K
187K $45.4M
WM
Waste Management Inc

Industrials
8.3K
+ 4.63%
$201.79 - $228.46 $1.68M - $1.9M
188K $37.9M
ABT
Abbott Laboratories

Healthcare
5.8K
+ 2.47%
$111.93 - $119.39 $650K - $693K
241K $27.2M
ADP
Automatic Data Processing Inc

Industrials
268
+ 1.48%
$280.08 - $307.97 $75.1K - $82.5K
18.4K $5.39M
PANW
Palo Alto Networks Inc

Technology
19.9K
+ 97.76%
$181.96 - $405.9 $3.62M - $8.08M
40.3K $7.33M
HUBS
Hubspot Inc

Technology
265
+ 58.63%
$514.07 - $757.4 $136K - $201K
717 $499K
ETN
Eaton Corp PLC

Industrials
464
+ 0.59%
$326.96 - $377.52 $152K - $175K
78.8K $26.1M
TTWO
Take Two Interactive Software Inc

Communication Services
206
+ 4.28%
$147.66 - $190.46 $30.4K - $39.2K
5.02K $924K
DIS
Walt Disney CO

Communication Services
221
+ 2.31%
$92.39 - $117.6 $20.4K - $26K
9.78K $1.09M
WRB
Berkley W R Corp

Financial Services
2.43K
+ 26.71%
$56.48 - $64.94 $137K - $158K
11.5K $675K
WMT
Walmart Inc.

Consumer Defensive
121
+ 0.88%
$79.1 - $95.7 $9.57K - $11.6K
13.9K $1.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
956
+ 12.7%
$174.22 - $187.62 $167K - $179K
8.48K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 0.53%
$873.59 - $994.69 $17.5K - $19.9K
3.77K $3.46M
IVE
Ishares S&P 500 Value ETF

ETFs
700
+ 47.91%
$189.5 - $206.17 $133K - $144K
2.16K $412K
PWR
Quanta Services, Inc.

Industrials
32
+ 0.52%
$296.05 - $346.6 $9.47K - $11.1K
6.14K $1.94M
SYK
Stryker Corp

Healthcare
549
+ 0.8%
$345.14 - $392.15 $189K - $215K
69.6K $25.1M
META
Meta Platforms, Inc.

Communication Services
33
+ 0.66%
$554.08 - $632.68 $18.3K - $20.9K
5.05K $2.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
53
+ 3.85%
$275.15 - $388.2 $14.6K - $20.6K
1.43K $488K
WMB
Williams Companies, Inc.

Energy
73
+ 0.67%
$46.37 - $59.74 $3.39K - $4.36K
11K $594K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
160
+ 6.35%
$563.99 - $620.12 $90.2K - $99.2K
2.68K $1.53M
SNA
Snap On Inc

Industrials
11
+ 0.67%
$285.44 - $371.35 $3.14K - $4.08K
1.66K $562K
CYBR
Cyber Ark Software Ltd.

Technology
146
+ 18.53%
$274.1 - $333.15 $40K - $48.6K
934 $311K
IWF
Ishares Russell 1000 Gr ETF

ETFs
148
+ 23.95%
$370.24 - $418.94 $54.8K - $62K
766 $307K
IBM
International Business Machines Corp

Technology
405
+ 2.95%
$204.9 - $238.04 $83K - $96.4K
14.1K $3.11M
OKE
Oneok Inc

Energy
62
+ 0.91%
$92.28 - $117.05 $5.72K - $7.26K
6.9K $692K
EPD
Enterprise Products Partners L.P.

Energy
925
+ 6.19%
$28.66 - $34.43 $26.5K - $31.8K
15.9K $497K
CW
Curtiss Wright Corp

Industrials
18
+ 0.91%
$335.08 - $389.49 $6.03K - $7.01K
2K $709K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 4.04%
$521.84 - $558.82 $31.3K - $33.5K
1.55K $832K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
33
+ 0.52%
$83.95 - $99.75 $2.77K - $3.29K
6.34K $566K
TPG
Tpg Inc.

Financial Services
81
+ 1.02%
$58.29 - $71.51 $4.72K - $5.79K
8K $502K
BR
Broadridge Financial Solutions, Inc.

Technology
23
+ 0.83%
$209.64 - $236.44 $4.82K - $5.44K
2.81K $635K
PKG
Packaging Corp Of America

Consumer Cyclical
25
+ 0.85%
$211.98 - $248.85 $5.3K - $6.22K
2.97K $669K
MSCI
Msci Inc.

Financial Services
7
+ 0.51%
$569.09 - $635.99 $3.98K - $4.45K
1.38K $825K
PH
Parker Hannifin Corp

Industrials
16
+ 0.59%
$621.74 - $709.46 $9.95K - $11.4K
2.71K $1.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
149
+ 11.46%
$183.23 - $199.79 $27.3K - $29.8K
1.45K $268K
SSNC
Ss&C Technologies Holdings Inc

Technology
54
+ 0.6%
$69.93 - $77.36 $3.78K - $4.18K
9.02K $683K
Activity Summary
Buys All Purchases 107 New Holdings 16 Increased Positions 91 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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