Moody Lynn & Lieberson, LLC Reduced Holdings in Q3 2025

Moody Lynn & Lieberson, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HUBS
Hubspot Inc

Technology
-11.9K
- 57.02%
$420.79 - $560.9 $5.03M - $6.7M
9.01K $4.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17.1K
- 16.13%
$459.11 - $506.91 $7.83M - $8.64M
88.7K $44.6M
NOW
Service Now, Inc.

Technology
-2.95K
- 8.93%
$850.86 - $1044.69 $2.51M - $3.09M
30.1K $27.7M
SAP
Sap Se

Technology
-17.5K
- 91.42%
$252.42 - $311.93 $4.41M - $5.45M
1.64K $438K
NFLX
Netflix Inc

Communication Services
-109
- 0.31%
$1147.87 - $1297.18 $125K - $141K
35.6K $42.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-96.2K
- 91.36%
$50.79 - $76.4 $4.89M - $7.35M
9.1K $695K
AXON
Axon Enterprise, Inc.

Industrials
-4.18K
- 58.12%
$698.02 - $870.97 $2.92M - $3.64M
3.01K $2.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.52K
- 2.61%
$366.54 - $479.53 $556K - $728K
56.6K $22.2M
IBM
International Business Machines Corp

Technology
-11.9K
- 82.55%
$234.77 - $292.47 $2.8M - $3.48M
2.52K $710K
PANW
Palo Alto Networks Inc

Technology
-15.8K
- 39.57%
$167.06 - $208.19 $2.64M - $3.28M
24.1K $4.91M
AMT
American Tower Corp

Real Estate
-11.1K
- 73.38%
$192.32 - $232.35 $2.14M - $2.58M
4.04K $776K
COST
Costco Wholesale Corp

Consumer Defensive
-2.4K
- 62.29%
$915.95 - $994.57 $2.2M - $2.39M
1.45K $1.35M
WM
Waste Management Inc

Industrials
-3.03K
- 1.6%
$213.88 - $237.1 $648K - $718K
186K $41.1M
LLY
Eli Lilly & CO

Healthcare
-853
- 1.04%
$625.65 - $812.69 $534K - $693K
81K $61.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.9K
- 35.54%
$87.29 - $93.61 $1.3M - $1.39M
27K $2.52M
ABT
Abbott Laboratories

Healthcare
-4.09K
- 1.53%
$120.51 - $136.62 $493K - $559K
263K $35.3M
ACN
Accenture PLC

Technology
-1.9K
- 21.17%
$232.56 - $304.78 $442K - $579K
7.08K $1.75M
CHD
Church & Dwight CO Inc

Consumer Defensive
-6.89K
- 19.83%
$85.84 - $99.09 $591K - $683K
27.9K $2.44M
HON
Honeywell International Inc

Industrials
-3.04K
- 41.4%
$207.7 - $240.4 $632K - $731K
4.31K $906K
PFGC
Performance Food Group CO

Consumer Defensive
-9.88K
- 62.17%
$88.19 - $102.08 $871K - $1.01M
6.01K $590K
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 0.21%
$433.66 - $544.47 $6.94K - $8.71K
7.45K $3.33M
V
Visa Inc.

Financial Services
-281
- 0.73%
$332.09 - $358.86 $93.3K - $101K
38.4K $13.1M
PG
Procter & Gamble CO

Consumer Defensive
-2.15K
- 4.32%
$150.47 - $161.22 $324K - $347K
47.7K $7.33M
INTU
Intuit Inc

Technology
-561
- 33.55%
$646.03 - $807.39 $362K - $453K
1.11K $758K
CYBR
Cyber Ark Software Ltd.

Technology
-2.84K
- 25.74%
$374.8 - $491.1 $1.06M - $1.39M
8.19K $3.96M
ADBE
Adobe Inc.

Technology
-759
- 30.77%
$333.65 - $392.1 $253K - $298K
1.71K $602K
OKE
Oneok Inc

Energy
-3.8K
- 55.7%
$71.36 - $83.47 $271K - $317K
3.02K $220K
EXR
Extra Space Storage Inc.

Real Estate
-1.05K
- 3.72%
$134.36 - $152.88 $141K - $161K
27.2K $3.84M
ADP
Automatic Data Processing Inc

Industrials
-184
- 0.99%
$288.69 - $310.94 $53.1K - $57.2K
18.3K $5.38M
MAR
Marriott International Inc

Consumer Cyclical
-960
- 16.08%
$255.35 - $282.87 $245K - $272K
5.01K $1.3M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-2.78K
- 32.31%
$86.98 - $100.09 $241K - $278K
5.81K $533K
CRWD
Crowd Strike Holdings, Inc.

Technology
-303
- 3.61%
$412.46 - $514.1 $125K - $156K
8.1K $3.97M
ASML
Asml Holding Nv

Technology
-505
- 44.81%
$689.63 - $968.09 $348K - $489K
622 $602K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.39K
- 18.08%
$420.11 - $472.68 $582K - $655K
6.28K $2.94M
ECL
Ecolab Inc.

Basic Materials
-902
- 43.43%
$259.39 - $285.47 $234K - $257K
1.18K $321K
DHR
Danaher Corp

Healthcare
-1.17K
- 31.52%
$181.46 - $212.2 $213K - $249K
2.55K $505K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.17K
- 0.47%
$211.65 - $238.24 $247K - $278K
249K $54.8M
CPRT
Copart Inc

Consumer Cyclical
-3.46K
- 34.39%
$44.6 - $49.97 $154K - $173K
6.6K $296K
FISV
Fiserv Inc

Technology
-1.47K
- 33.14%
N/A
2.96K $370K
OTIS
Otis Worldwide Corp

Industrials
-1.03K
- 8.97%
$84.93 - $101.07 $87.4K - $104K
10.4K $955K
NEE
Nextera Energy Inc

Utilities
-2.68K
- 25.81%
$69.77 - $77.54 $187K - $208K
7.7K $581K
ADI
Analog Devices Inc

Technology
-646
- 22.44%
$220.68 - $255.63 $143K - $165K
2.23K $548K
TDG
Trans Digm Group Inc

Industrials
-4
- 0.66%
$1271.04 - $1620.83 $5.08K - $6.48K
605 $797K
UNP
Union Pacific Corp

Industrials
-648
- 11.0%
$214.91 - $237.16 $139K - $154K
5.24K $1.24M
DIS
Walt Disney CO

Communication Services
-109
- 1.11%
$112.25 - $124.0 $12.2K - $13.5K
9.72K $1.11M
COP
Conocophillips

Energy
-1.16K
- 20.7%
$91.0 - $98.99 $106K - $115K
4.45K $421K
YUM
Yum Brands Inc

Consumer Cyclical
-675
- 10.23%
$139.5 - $153.94 $94.2K - $104K
5.93K $900K
CTSH
Cognizant Technology Solutions Corp

Technology
-328
- 8.57%
$66.67 - $80.98 $21.9K - $26.6K
3.5K $234K
SBUX
Starbucks Corp

Consumer Cyclical
-44
- 0.53%
$81.9 - $96.86 $3.6K - $4.26K
8.26K $698K
Activity Summary
Buys All Purchases 107 New Holdings 19 Increased Positions 88 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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