Moody Lynn & Lieberson, LLC Sells in Q2 2025

Moody Lynn & Lieberson, LLC

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-50
- 2.04%
$85.42 - $94.39 $4.27K - $4.72K
2.41K $225K
VO
Vanguard Mid Cap ETF

ETFs
-233
- 8.1%
$228.54 - $279.83 $53.2K - $65.2K
2.64K $739K
ADBE
Adobe Inc.

Technology
-30
- 1.2%
$340.0 - $420.68 $10.2K - $12.6K
2.47K $954K
HRB
H&R Block Inc

Consumer Cyclical
-38
- 0.53%
$54.32 - $63.04 $2.06K - $2.4K
7.16K $392K
PNM
Pnm Resources Inc

Utilities
-71
- 0.57%
N/A
12.3K $511K
L
Loews Corp

Financial Services
-5
- 0.14%
$80.89 - $92.09 $404 - $460
3.57K $327K
BR
Broadridge Financial Solutions, Inc.

Technology
-9
- 0.32%
$217.22 - $246.25 $1.95K - $2.22K
2.8K $680K
Ge Vernova Inc
-14.1K
- 27.85%
N/A
36.6K $0
Old Westbury Funds Inc Sml Mid
-29.9K
- 57.75%
N/A
21.9K $0
Old Westbury Funds Inc Large C
-271K
- 58.64%
N/A
191K $0
Brookfield Corp Cl A
-267
- 4.97%
N/A
5.1K $0
CRH.L
Crh PLC

Basic Materials
-19.2K
- 61.07%
N/A
12.2K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-49
- 2.27%
$168.34 - $195.42 $8.25K - $9.58K
2.11K $412K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.71K
- 14.97%
$82.96 - $110.1 $142K - $188K
9.69K $1.07M
VLO
Valero Energy Corp

Energy
-5
- 0.11%
$104.69 - $141.77 $523 - $709
4.61K $619K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-152
- 2.44%
$90.56 - $109.49 $13.8K - $16.6K
6.09K $665K
XYL
Xylem Inc.

Industrials
-33
- 1.87%
$102.86 - $129.5 $3.39K - $4.27K
1.73K $224K
DOV
Dover Corp

Industrials
-13
- 0.41%
$151.14 - $186.7 $1.96K - $2.43K
3.14K $575K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-106
- 6.89%
$456.74 - $568.03 $48.4K - $60.2K
1.43K $813K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-62
- 0.91%
$39.89 - $49.46 $2.47K - $3.07K
6.74K $333K
RSG
Republic Services, Inc.

Industrials
-28
- 0.37%
$227.2 - $258.07 $6.36K - $7.23K
7.51K $1.85M
BROS
Dutch Bros Inc.

Consumer Cyclical
-44
- 0.84%
$51.37 - $73.72 $2.26K - $3.24K
5.18K $354K
EPI
Wisdomtree Tr India Earnings F

ETFs
-50
- 0.55%
$41.3 - $47.52 $2.07K - $2.38K
9.05K $429K
VEU
Vanguard Ftse All World Ex Us

ETFs
-40
- 0.7%
$54.19 - $67.22 $2.17K - $2.69K
5.68K $381K
EADSY
Airbus Se

Industrials
-50
- 1.08%
$37.42 - $52.43 $1.87K - $2.62K
4.57K $239K
CMC
Commercial Metals CO

Basic Materials
-78
- 0.54%
$39.2 - $50.67 $3.06K - $3.95K
14.3K $698K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-182
- 1.29%
$51.16 - $62.02 $9.31K - $11.3K
14K $865K
ADP
Automatic Data Processing Inc

Industrials
-31
- 0.17%
$276.76 - $326.81 $8.58K - $10.1K
18.5K $5.71M
HON
Honeywell International Inc

Industrials
-501
- 6.38%
$182.86 - $232.88 $91.6K - $117K
7.35K $1.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-141
- 1.49%
$152.93 - $181.74 $21.6K - $25.6K
9.33K $1.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-500
- 4.63%
$224.16 - $285.86 $112K - $143K
10.3K $2.94M
PH
Parker Hannifin Corp

Industrials
-7
- 0.26%
$517.23 - $700.54 $3.62K - $4.9K
2.7K $1.89M
TT
Trane Technologies PLC

Industrials
-20
- 0.73%
$315.21 - $437.41 $6.3K - $8.75K
2.71K $1.18M
CW
Curtiss Wright Corp

Industrials
-11
- 0.57%
$283.18 - $488.55 $3.11K - $5.37K
1.92K $939K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.7K
- 2.5%
$41.45 - $54.46 $112K - $147K
105K $5.48M
SAP
Sap Se

Technology
-90
- 0.47%
$237.53 - $309.8 $21.4K - $27.9K
19.1K $5.81M
PWR
Quanta Services, Inc.

Industrials
-22
- 0.38%
$239.47 - $381.26 $5.27K - $8.39K
5.71K $2.16M
GOOG
Alphabet Inc.

Communication Services
-2.03K
- 4.03%
$146.58 - $180.01 $298K - $366K
48.4K $8.58M
IDXX
Idexx Laboratories Inc

Healthcare
-11
- 0.15%
$361.04 - $536.34 $3.97K - $5.9K
7.23K $3.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-240
- 1.13%
$496.48 - $617.85 $119K - $148K
21K $13M
PANW
Palo Alto Networks Inc

Technology
-120
- 0.3%
$152.44 - $204.64 $18.3K - $24.6K
39.9K $8.16M
GLD
Spdr Gold Trust

ETFs
-3.79K
- 1.9%
$273.71 - $316.29 $1.04M - $1.2M
196K $59.6M
GOOGL
Alphabet Inc.

Communication Services
-994
- 0.26%
$144.7 - $178.6 $144K - $178K
381K $67.2M
AVGO
Broadcom Inc.

Technology
-3.45K
- 0.83%
$146.29 - $275.65 $505K - $952K
412K $113M
Activity Summary
Buys All Purchases 129 New Holdings 26 Increased Positions 103 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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