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
LPLA
Lpl Financial Holdings Inc.

Financial Services
-7
- 0.58%
$332.69 - $399.0 $2.33K - $2.79K
1.2K $399K
TRV
Travelers Companies, Inc.

Financial Services
-251
- 10.86%
$250.62 - $279.43 $62.9K - $70.1K
2.06K $575K
PM
Philip Morris International Inc.

Consumer Defensive
-22
- 1.13%
$157.77 - $183.27 $3.47K - $4.03K
1.92K $311K
PFE
Pfizer Inc

Healthcare
-2.88K
- 9.73%
$23.29 - $25.88 $67K - $74.5K
26.7K $679K
DE
Deere & CO

Industrials
-10
- 1.63%
$457.26 - $524.37 $4.57K - $5.24K
603 $275K
VO
Vanguard Mid Cap ETF

ETFs
-217
- 8.21%
$279.83 - $293.74 $60.7K - $63.7K
2.43K $712K
LNG
Cheniere Energy, Inc.

Energy
-1
- 0.04%
$222.68 - $244.28 $223 - $244
2.43K $571K
EMR
Emerson Electric CO

Industrials
-81
- 1.72%
$128.6 - $149.63 $10.4K - $12.1K
4.64K $608K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.23%
$484.94 - $564.15 $485 - $564
435 $211K
USB
Us Bancorp \De\

Financial Services
-765
- 9.71%
$43.94 - $50.41 $33.6K - $38.6K
7.12K $343K
WEC
Wec Energy Group, Inc.

Utilities
-491
- 10.86%
$103.66 - $114.59 $50.9K - $56.3K
4.03K $461K
VZ
Verizon Communications Inc

Communication Services
-211
- 2.67%
$40.84 - $45.06 $8.62K - $9.51K
7.7K $338K
AMGN
Amgen Inc

Healthcare
-37
- 1.33%
$271.18 - $309.22 $10K - $11.4K
2.75K $777K
LMT
Lockheed Martin Corp

Industrials
-76
- 7.44%
$410.74 - $499.21 $31.2K - $37.9K
945 $471K
Blackrock Inc
-103
- 8.02%
N/A
1.18K $0
Old Westbury Funds Inc Sml Mid
-3.04K
- 13.87%
N/A
18.9K $0
Old Westbury Funds Inc Large C
-129K
- 67.35%
N/A
62.4K $0
Jacobs Solutions Inc
-5
- 0.24%
N/A
2.12K $0
Linde PLC
-306
- 0.47%
N/A
65.4K $0
Millrose Properties Inc Cl A
-150
- 1.86%
N/A
7.9K $0
Arista Networks Inc
-890
- 1.37%
N/A
64.2K $0
DVY
Ishares Tr

ETFs
-215
- 5.97%
$133.88 - $142.57 $28.8K - $30.7K
3.39K $481K
NRG
Nrg Energy, Inc.

Utilities
-2
- 0.1%
$144.77 - $173.91 $290 - $348
2.01K $325K
ALL
Allstate Corp

Financial Services
-93
- 4.59%
$192.0 - $214.65 $17.9K - $20K
1.93K $414K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-74
- 5.17%
$567.77 - $614.76 $42K - $45.5K
1.36K $831K
VEA
Vanguard Ftse Developed Market

ETFs
-20
- 0.25%
$56.02 - $60.3 $1.12K - $1.21K
7.85K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-254
- 4.17%
$108.46 - $120.63 $27.5K - $30.6K
5.83K $693K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-188
- 1.35%
$62.09 - $66.51 $11.7K - $12.5K
13.8K $898K
UNH
Unitedhealth Group Inc

Healthcare
-83
- 3.16%
$237.77 - $353.61 $19.7K - $29.3K
2.54K $877K
AXP
American Express CO

Financial Services
-460
- 2.82%
$294.27 - $342.31 $135K - $157K
15.9K $5.27M
BAC
Bank Of America Corp

Financial Services
-825
- 3.28%
$44.92 - $52.42 $37.1K - $43.2K
24.4K $1.26M
MRK
Merck & Co., Inc.

Healthcare
-1.22K
- 3.23%
$77.6 - $87.37 $94.6K - $107K
36.6K $3.07M
ITW
Illinois Tool Works Inc

Industrials
-23
- 0.31%
$252.31 - $269.41 $5.8K - $6.2K
7.3K $1.9M
INTC
Intel Corp

Technology
-39
- 0.41%
$19.31 - $35.5 $753 - $1.38K
9.44K $316K
TJX
Tjx Companies Inc

Consumer Cyclical
-485
- 5.64%
$121.35 - $144.54 $58.9K - $70.1K
8.12K $1.17M
MO
Altria Group, Inc.

Consumer Defensive
-21
- 0.13%
$57.75 - $67.68 $1.21K - $1.42K
15.9K $1.05M
XOM
Exxon Mobil Corp

Energy
-88
- 0.18%
$105.83 - $117.22 $9.31K - $10.3K
48.5K $5.47M
MCD
Mcdonalds Corp

Consumer Cyclical
-419
- 1.13%
$291.67 - $316.99 $122K - $133K
36.6K $11.1M
MA
Mastercard Inc

Financial Services
-187
- 0.23%
$550.18 - $598.96 $103K - $112K
79.4K $45.2M
GS
Goldman Sachs Group Inc

Financial Services
-100
- 1.24%
$696.56 - $806.32 $69.7K - $80.6K
7.95K $6.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
-467
- 2.23%
$617.65 - $666.84 $288K - $311K
20.5K $13.7M
RTX
Raytheon Technologies Corp

Industrials
-1.36K
- 2.83%
$144.19 - $167.33 $197K - $228K
46.8K $7.84M
LHX
L3 Harris Technologies, Inc.

Industrials
-145
- 0.89%
$252.18 - $305.41 $36.6K - $44.3K
16.1K $4.91M
SHOP
Shopify Inc.

Technology
-680
- 2.0%
$112.11 - $157.12 $76.2K - $107K
33.4K $4.96M
ORCL
Oracle Corp

Technology
-270
- 0.79%
$218.96 - $328.33 $59.1K - $88.6K
34K $9.57M
GLD
Spdr Gold Trust

ETFs
-6.05K
- 3.09%
$300.96 - $355.47 $1.82M - $2.15M
189K $67.4M
AVGO
Broadcom Inc.

Technology
-26.1K
- 6.33%
$264.74 - $369.57 $6.9M - $9.63M
386K $127M
NVDA
Nvidia Corp

Technology
-6.7K
- 1.03%
$153.3 - $186.58 $1.03M - $1.25M
645K $120M
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
Track This Portfolio

Track Moody Lynn & Lieberson, LLC Portfolio

Follow Moody Lynn & Lieberson, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Lynn & Lieberson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Lynn & Lieberson, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email