Moody Lynn & Lieberson, LLC Portfolio Holdings by Sector
Moody Lynn & Lieberson, LLC
- $1.76 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
AVGO NVDA TXN ADI INTC 5 stocks |
$254,498
14.45% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ GILD MRK NVS AZN AMGN 9 stocks |
$142,226
8.08% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW CRWD CYBR PLTR ADBE CHKP 8 stocks |
$124,497
7.07% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD SPY XLF ITA VWO IWO IWF EFA 35 stocks |
$122,578
6.96% of portfolio
|
9
|
11
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG SPOT META 4 stocks |
$117,556
6.68% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$81,355
4.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$73,437
4.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$68,583
3.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP 3 stocks |
$63,530
3.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$54,970
3.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE PH ITW OTIS EMR DOV XYL 8 stocks |
$49,218
2.8% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$49,195
2.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS LPLA 3 stocks |
$48,306
2.74% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$44,571
2.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$43,757
2.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$42,829
2.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC RTX LHX BWXT AXON HEI CW TDG 11 stocks |
$40,844
2.32% of portfolio
|
4
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW SHOP HUBS CRM SSNC INTU SAP 7 stocks |
$40,013
2.27% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$27,783
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IDXX MTD DHR WAT 5 stocks |
$25,881
1.47% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX ARWR 2 stocks |
$22,615
1.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$22,572
1.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP CCEP 3 stocks |
$22,064
1.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE PNM WEC D PEG AEP 7 stocks |
$18,923
1.07% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HTHIY HON 2 stocks |
$14,826
0.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE MSCI SPGI 3 stocks |
$14,172
0.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$14,096
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM SBUX BROS 4 stocks |
$12,993
0.74% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR TT 2 stocks |
$10,106
0.57% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CHD 2 stocks |
$9,770
0.55% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,819
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW CBT ECL 3 stocks |
$5,740
0.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST BJ 3 stocks |
$5,691
0.32% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$5,381
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR PSA PLD 3 stocks |
$5,276
0.3% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$4,677
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$4,604
0.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM BR FISV CTSH 5 stocks |
$3,743
0.21% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$3,333
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CTRA COP EQT 3 stocks |
$3,156
0.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB TRV ALL L CB 5 stocks |
$2,737
0.16% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,540
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$2,417
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM AMT 2 stocks |
$2,261
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB LNG EPD TRP OKE 5 stocks |
$2,258
0.13% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW WSO 2 stocks |
$2,139
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
EBC PNC USB CADE 4 stocks |
$2,094
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$1,598
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$1,362
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$1,359
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,304
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,173
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG AMCR 2 stocks |
$1,114
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO DINO 2 stocks |
$1,109
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$975
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$877
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$871
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CMC 1 stocks |
$836
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY SJM 2 stocks |
$782
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB ROL 2 stocks |
$602
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$602
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
PFGC 1 stocks |
$590
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$568
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$490
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$474
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$338
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$325
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$296
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$283
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$275
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$267
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT ABB 2 stocks |
$253
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$232
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$230
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|