Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.48 Billion
  • Q1 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $70.3M, Microsoft Corp with a value of $69.8M, Broadcom Inc. with a value of $69.5M, Eli Lilly & CO with a value of $69.4M, and Apple Inc. with a value of $60.8M.

Examining the 13F form we can see an decrease of $66.7M in the current position value, from $1.54B to 1.48B.

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

Portfolio value $1.48 Billion
Technology: $348 Million
Healthcare: $301 Million
Financial Services: $276 Million
Industrials: $125 Million
Communication Services: $109 Million
ETFs: $105 Million
Consumer Cyclical: $94.8 Million
Consumer Defensive: $49.1 Million
Other: $68.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206B
$4.28 Million 0.29% of portfolio
47,671
Q1 2025 Reduced 35.77%
$20.3B
$4.18 Million 0.28% of portfolio
28,170
Q1 2025 Added 0.67%
$224B
$4.14 Million 0.28% of portfolio
15,376
Q1 2025 Added 0.12%
$210B
$4.09 Million 0.28% of portfolio
7,486
Q1 2025 Reduced 0.24%
$24.1B
$3.83 Million 0.26% of portfolio
34,775
Q4 2024 Added 0.13%
$446B
$3.63 Million 0.25% of portfolio
3,840
Q1 2025 Added 1.78%
$134B
$3.72 Million 0.25% of portfolio
6,763
Q4 2024 Reduced 1.17%
$248B
$3.58 Million 0.24% of portfolio
14,381
Q1 2025 Added 1.65%
$479B
$3.43 Million 0.23% of portfolio
24,569
Q1 2025 Reduced 6.41%
$80.1B
$3.27 Million 0.22% of portfolio
34,017
Q1 2025 Reduced 1.15%
$60.3B
$3.22 Million 0.22% of portfolio
84,990
Q1 2025 New
$0
$3.24 Million 0.22% of portfolio
39,625
Q1 2025 Added 240.54%
$43.8B
$3.04 Million 0.21% of portfolio
7,242
Q4 2024 Added 0.12%
$55.7B
$3.04 Million 0.21% of portfolio
5,789
Q1 2025 Reduced 26.68%
$204B
$3.13 Million 0.21% of portfolio
23,594
Q1 2025 Reduced 0.05%
$20.6B
$3.04 Million 0.21% of portfolio
105,199
Q1 2024 Added 13.73%
$1.5T
$2.99 Million 0.2% of portfolio
5,180
Q1 2025 Added 2.64%
$86.5B
$2.96 Million 0.2% of portfolio
45,322
Q1 2025 Reduced 1.06%
$284B
$2.8 Million 0.19% of portfolio
5,351
Q1 2025 Reduced 16.73%
$0
$2.76 Million 0.19% of portfolio
10,799
Q1 2023 Reduced 4.43%
$202B
$2.81 Million 0.19% of portfolio
8,997
Q1 2025 Reduced 1.39%
$30.3B
$2.52 Million 0.17% of portfolio
43,975
Q1 2025 Reduced 0.99%
$0
$2.4 Million 0.16% of portfolio
35,009
Q1 2025 New
$50.8B
$2.36 Million 0.16% of portfolio
20,936
Q1 2025 New
$55B
$2.17 Million 0.15% of portfolio
33,048
Q2 2024 Added 100.34%
$268B
$2.27 Million 0.15% of portfolio
36,711
Q1 2025 Added 0.1%
$100B
$1.85 Million 0.13% of portfolio
5,240
Q1 2025 Added 266.95%
$78.3B
$1.83 Million 0.12% of portfolio
7,542
Q4 2024 Added 0.44%
$76.5B
$1.81 Million 0.12% of portfolio
7,296
Q4 2024 Reduced 3.38%
$54.8B
$1.55 Million 0.11% of portfolio
1,571
Q1 2025 Added 0.13%
$86.2B
$1.64 Million 0.11% of portfolio
2,706
Q1 2025 Reduced 0.11%
$152B
$1.66 Million 0.11% of portfolio
7,849
Q1 2025 Reduced 0.9%
$0
$1.64 Million 0.11% of portfolio
9,470
Q1 2025 Added 11.62%
$49.9B
$1.46 Million 0.1% of portfolio
5,732
Q1 2025 Reduced 6.66%
$0
$1.44 Million 0.1% of portfolio
2,700
Q1 2025 Added 0.71%
$0
$1.46 Million 0.1% of portfolio
3,466
Q4 2024 Reduced 1.92%
$1.4B
$1.53 Million 0.1% of portfolio
30,446
Q1 2025 New
$139B
$1.46 Million 0.1% of portfolio
6,175
Q1 2025 Added 0.5%
$32.4B
$1.5 Million 0.1% of portfolio
59,227
Q1 2025 New
$99.9B
$1.33 Million 0.09% of portfolio
6,094
Q1 2025 Added 49.4%
$268B
$1.34 Million 0.09% of portfolio
4,996
Q1 2025 Reduced 0.2%
$16.3B
$1.11 Million 0.08% of portfolio
4,170
Q1 2025 Reduced 1.91%
$4.31B
$1.25 Million 0.08% of portfolio
15,000
Q4 2022 Reduced 57.86%
$147B
$1.23 Million 0.08% of portfolio
5,980
Q4 2024 Reduced 6.12%
$264B
$1.13 Million 0.08% of portfolio
12,850
Q1 2025 Reduced 7.57%
$136B
$1.19 Million 0.08% of portfolio
46,805
Q1 2025 Reduced 9.47%
$29.4B
$1.17 Million 0.08% of portfolio
13,545
Q4 2024 Added 0.56%
$39.7B
$1.19 Million 0.08% of portfolio
11,492
Q1 2025 Reduced 9.19%
$53.4B
$1.2 Million 0.08% of portfolio
4,000
Q1 2025 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $1.48 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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