Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.64 Billion
  • Q2 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.64 Billion distributed in 258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $113M, Nvidia Corp with a value of $103M, Microsoft Corp with a value of $96.2M, Alphabet Inc. with a value of $67.2M, and Eli Lilly & CO with a value of $63.8M.

Examining the 13F form we can see an increase of $168M in the current position value, from $1.48B to 1.64B.

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

Portfolio value $1.64 Billion
Technology: $484 Million
Financial Services: $289 Million
Healthcare: $248 Million
Industrials: $157 Million
Communication Services: $137 Million
ETFs: $117 Million
Consumer Cyclical: $102 Million
Consumer Defensive: $46.8 Million
Other: $63.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$59.6 Million 3.62% of portfolio
195,531
Q2 2025 Reduced 1.9%
$0
$13 Million 0.79% of portfolio
20,980
Q2 2025 Reduced 1.13%
$0
$5.37 Million 0.33% of portfolio
17,674
Q2 2025 Added 1.65%
$0
$5.48 Million 0.33% of portfolio
105,284
Q2 2025 Reduced 2.5%
$0
$3.75 Million 0.23% of portfolio
41,905
Q2 2025 Added 5.75%
$0
$3.23 Million 0.2% of portfolio
7,666
Q2 2025 Added 900.78%
$0
$3.11 Million 0.19% of portfolio
16,497
Q2 2025 New
$0
$2.89 Million 0.18% of portfolio
38,549
Q2 2025 Added 10.11%
$0
$2.94 Million 0.18% of portfolio
10,299
Q2 2025 Reduced 4.63%
$0
$1.7 Million 0.1% of portfolio
9,329
Q2 2025 Reduced 1.49%
$0
$1.53 Million 0.09% of portfolio
2,700
Q1 2025 Added 0.71%
$0
$1.53 Million 0.09% of portfolio
3,466
Q4 2024 Reduced 1.92%
$0
$1.07 Million 0.06% of portfolio
9,690
Q2 2025 Reduced 14.97%
$0
$1.01 Million 0.06% of portfolio
4,673
Q2 2025 Reduced 8.91%
$0
$966,000 0.06% of portfolio
5,307
Q4 2024 Reduced 0.58%
$0
$865,000 0.05% of portfolio
13,954
Q2 2025 Reduced 1.29%
$0
$813,000 0.05% of portfolio
1,432
Q2 2025 Reduced 6.89%
$0
$665,000 0.04% of portfolio
6,088
Q2 2025 Reduced 2.44%
$0
$739,000 0.04% of portfolio
2,643
Q2 2025 Reduced 8.1%
$0
$726,000 0.04% of portfolio
7,902
Q1 2022 Reduced 1.54%
$0
$683,000 0.04% of portfolio
5,405
Q4 2024 Reduced 22.84%
$0
$460,000 0.03% of portfolio
741
Q1 2025 Reduced 27.57%
$0
$412,000 0.03% of portfolio
2,112
Q2 2025 Reduced 2.27%
$0
$448,000 0.03% of portfolio
7,866
Q2 2025 Added 10.0%
$0
$429,000 0.03% of portfolio
9,052
Q2 2025 Reduced 0.55%
$0
$478,000 0.03% of portfolio
3,600
Q1 2020 Reduced 1.64%
$0
$333,000 0.02% of portfolio
6,736
Q2 2025 Reduced 0.91%
$0
$281,000 0.02% of portfolio
1,449
Q4 2024 Added 11.46%
$0
$365,000 0.02% of portfolio
662
Q2 2024 Added 8.17%
$0
$381,000 0.02% of portfolio
5,678
Q2 2025 Reduced 0.7%
$0
$225,000 0.01% of portfolio
2,816
Q2 2025 New
$0
$225,000 0.01% of portfolio
2,407
Q2 2025 Reduced 2.04%
$0
$201,000 0.01% of portfolio
5,300
Q2 2025 New
$0
$202,000 0.01% of portfolio
1,028
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $1.64 Billion
  • Prior Value $1.48 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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