Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q4 2024

Moody Lynn & Lieberson, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $118M, Nvidia Corp with a value of $97.1M, Microsoft Corp with a value of $80.9M, Apple Inc. with a value of $76.4M, and Alphabet Inc. with a value of $74.7M.

Examining the 13F form we can see an decrease of $247K in the current position value, from $1.54B to 1.54B.

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

Portfolio value $1.54 Billion
Technology: $469 Million
Financial Services: $261 Million
Healthcare: $252 Million
Industrials: $136 Million
Communication Services: $125 Million
Consumer Cyclical: $106 Million
ETFs: $84.6 Million
Consumer Defensive: $50.4 Million
Other: $59 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.3B
$825,000 0.05% of portfolio
1,375
Q4 2024 Added 0.51%
$72B
$766,000 0.05% of portfolio
605
Q1 2021 Reduced 33.15%
$15.4B
$735,000 0.05% of portfolio
1,551
Q4 2024 Added 0.52%
$134B
$802,000 0.05% of portfolio
11,190
Q4 2024 Reduced 4.6%
$5.82B
$711,000 0.05% of portfolio
14,354
Q4 2024 Added 0.65%
$87.9B
$748,000 0.05% of portfolio
4,079
Q2 2024 Reduced 0.24%
$73.5B
$828,000 0.05% of portfolio
6,683
Q1 2024 Reduced 23.03%
$106B
$731,000 0.05% of portfolio
3,442
Q4 2024 Added 2.08%
$41.7B
$835,000 0.05% of portfolio
9,892
Q4 2024 Added 2.17%
$157B
$713,000 0.05% of portfolio
2,739
Q4 2024 Reduced 17.48%
$94.4B
$832,000 0.05% of portfolio
15,924
Q4 2024 Reduced 4.36%
$13.6B
$709,000 0.05% of portfolio
1,999
Q4 2024 Added 0.91%
$128B
$759,000 0.05% of portfolio
8,331
Q4 2024 Added 0.19%
$51.3B
$565,000 0.04% of portfolio
4,617
Q4 2024 Added 0.59%
$18B
$562,000 0.04% of portfolio
1,656
Q4 2024 Added 0.67%
$22.1B
$683,000 0.04% of portfolio
9,019
Q4 2024 Added 0.6%
$19.7B
$669,000 0.04% of portfolio
2,974
Q4 2024 Added 0.85%
$42.8B
$692,000 0.04% of portfolio
6,902
Q4 2024 Added 0.91%
$79.5B
$549,000 0.04% of portfolio
4,385
Q3 2024 Added 26.01%
$37.1B
$635,000 0.04% of portfolio
2,810
Q4 2024 Added 0.83%
$28.4B
$591,000 0.04% of portfolio
3,155
Q4 2024 Added 0.86%
$44.3B
$548,000 0.04% of portfolio
4,122
Q4 2024 Reduced 10.82%
$13.9B
$574,000 0.04% of portfolio
10,003
Q3 2024 Added 20.32%
$14.1B
$566,000 0.04% of portfolio
6,336
Q4 2024 Added 0.52%
$125B
$547,000 0.04% of portfolio
5,522
Q4 2024 Added 0.9%
$16.3B
$675,000 0.04% of portfolio
11,542
Q4 2024 Added 26.71%
$68.2B
$594,000 0.04% of portfolio
10,977
Q4 2024 Added 0.67%
$51.4B
$482,000 0.03% of portfolio
2,504
Q4 2024 Reduced 5.37%
$70.5B
$490,000 0.03% of portfolio
2,094
Q4 2024 Reduced 0.1%
$3.57B
$514,000 0.03% of portfolio
12,365
Q4 2024 Added 0.02%
$54.3B
$519,000 0.03% of portfolio
2,418
Q3 2024 Added 9.02%
$112B
$453,000 0.03% of portfolio
1,641
Q4 2024 Reduced 83.65%
$4.53B
$502,000 0.03% of portfolio
8,002
Q4 2024 Added 1.02%
$90.6B
$488,000 0.03% of portfolio
1,428
Q4 2024 Added 3.85%
$71.6B
$497,000 0.03% of portfolio
15,875
Q4 2024 Added 6.19%
$10.5B
$423,000 0.03% of portfolio
4,771
Q4 2024 Added 0.15%
$58.9B
$430,000 0.03% of portfolio
2,500
Q4 2023 Reduced 0.99%
$24.5B
$435,000 0.03% of portfolio
1,175
Q3 2024 Reduced 0.42%
$37B
$499,000 0.03% of portfolio
717
Q4 2024 Added 58.63%
$289B
$443,000 0.03% of portfolio
640
Q4 2024 Reduced 8.31%
$29.4B
$391,000 0.03% of portfolio
1,200
Q3 2024 Reduced 33.33%
$44.8B
$462,000 0.03% of portfolio
5,913
Q4 2024 Reduced 87.8%
$32.1B
$426,000 0.03% of portfolio
4,531
Q3 2024 Added 0.51%
$35.9B
$410,000 0.03% of portfolio
13,380
Q4 2024 Added 0.86%
$3.35B
$477,000 0.03% of portfolio
27,673
Q3 2024 New
$70.2B
$376,000 0.02% of portfolio
7,863
Q3 2024 Added 0.63%
$51.3B
$250,000 0.02% of portfolio
355
Q3 2024 Reduced 12.35%
$167B
$309,000 0.02% of portfolio
7,750
Q4 2024 Reduced 1.21%
$82.7B
$315,000 0.02% of portfolio
266
Q3 2024 Added 15.65%

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $1.54 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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