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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174B
$4.3 Million 0.28% of portfolio
7,504
Q4 2024 Reduced 5.0%
$347B
$4.37 Million 0.28% of portfolio
26,252
Q4 2024 Added 133.73%
$18.9B
$4.19 Million 0.27% of portfolio
27,983
Q4 2024 Reduced 0.42%
$199B
$4.21 Million 0.27% of portfolio
25,234
Q4 2024 Reduced 0.37%
$70.5B
$3.91 Million 0.25% of portfolio
45,809
Q4 2024 New
$30.3B
$3.77 Million 0.24% of portfolio
44,413
Q4 2024 New
$25.6B
$3.64 Million 0.24% of portfolio
34,775
Q4 2024 Added 0.13%
$440B
$3.46 Million 0.22% of portfolio
3,773
Q4 2024 Added 0.53%
$178B
$3.21 Million 0.21% of portfolio
9,124
Q3 2024 Reduced 0.27%
$425B
$3.25 Million 0.21% of portfolio
6,426
Q4 2024 Reduced 23.05%
$75.8B
$3.25 Million 0.21% of portfolio
34,412
Q4 2024 New
$0
$3.11 Million 0.2% of portfolio
10,799
Q1 2023 Reduced 4.43%
$70.3B
$3.15 Million 0.2% of portfolio
6,824
Q4 2024 Reduced 3.12%
$214B
$3.11 Million 0.2% of portfolio
14,148
Q4 2024 Added 2.95%
$111B
$3.03 Million 0.2% of portfolio
6,763
Q4 2024 Reduced 1.17%
$86.4B
$2.86 Million 0.19% of portfolio
8,417
Q4 2024 Reduced 0.46%
$1.17T
$2.98 Million 0.19% of portfolio
5,047
Q4 2024 Added 0.66%
$762B
$2.83 Million 0.18% of portfolio
7,003
Q4 2024 New
$189B
$2.73 Million 0.18% of portfolio
23,606
Q4 2024 Reduced 0.03%
$20.6B
$2.69 Million 0.17% of portfolio
105,199
Q1 2024 Added 13.73%
$162B
$2.45 Million 0.16% of portfolio
5,504
Q4 2024 Reduced 4.99%
$38.7B
$2.3 Million 0.15% of portfolio
33,048
Q2 2024 Added 100.34%
$10.9B
$2.38 Million 0.15% of portfolio
10,225
Q4 2024 Added 9.42%
$229B
$2.17 Million 0.14% of portfolio
36,673
Q4 2024 Reduced 5.2%
$38.2B
$1.94 Million 0.13% of portfolio
6,141
Q4 2024 Added 0.52%
$131B
$1.97 Million 0.13% of portfolio
21,307
Q4 2024 Added 333.95%
$141B
$1.87 Million 0.12% of portfolio
15,515
Q4 2024 Reduced 64.19%
$70.9B
$1.85 Million 0.12% of portfolio
7,296
Q4 2024 Reduced 3.38%
$132B
$1.79 Million 0.12% of portfolio
7,920
Q4 2024 Reduced 8.2%
$247B
$1.67 Million 0.11% of portfolio
5,006
Q3 2024 Reduced 5.48%
$50.7B
$1.65 Million 0.11% of portfolio
1,569
Q2 2024 Added 0.51%
$72.1B
$1.72 Million 0.11% of portfolio
2,709
Q4 2024 Added 0.59%
$0
$1.49 Million 0.1% of portfolio
8,484
Q4 2024 Added 12.7%
$76.9B
$1.52 Million 0.1% of portfolio
7,542
Q4 2024 Added 0.44%
$0
$1.53 Million 0.1% of portfolio
2,681
Q4 2024 Added 6.35%
$0
$1.47 Million 0.1% of portfolio
3,466
Q4 2024 Reduced 1.92%
$4.41B
$1.37 Million 0.09% of portfolio
15,000
Q4 2022 Reduced 57.86%
$24.5B
$1.42 Million 0.09% of portfolio
13,545
Q4 2024 Added 0.56%
$136B
$1.37 Million 0.09% of portfolio
5,980
Q4 2024 Reduced 6.12%
$124B
$1.37 Million 0.09% of portfolio
51,700
Q4 2024 Reduced 37.83%
$135B
$1.4 Million 0.09% of portfolio
6,144
Q3 2024 Added 0.28%
$52B
$1.2 Million 0.08% of portfolio
4,004
Q4 2024 Added 0.1%
$253B
$1.26 Million 0.08% of portfolio
13,903
Q4 2024 Added 0.88%
$300B
$1.2 Million 0.08% of portfolio
27,234
Q4 2024 Reduced 0.16%
$41B
$1.17 Million 0.08% of portfolio
12,655
Q4 2024 Reduced 11.24%
$155B
$1.09 Million 0.07% of portfolio
9,777
Q4 2024 Added 2.31%
$77.2B
$1.01 Million 0.07% of portfolio
2,725
Q4 2024 Added 0.93%
$70.2B
$1.02 Million 0.07% of portfolio
13,504
Q4 2024 Reduced 2.21%
$148B
$1.03 Million 0.07% of portfolio
8,495
Q4 2024 Reduced 1.74%

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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