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
$0
$1.02 Million 0.07% of portfolio
5,130
Q1 2025 Added 3.51%
$293B
$970,000 0.07% of portfolio
9,589
Q1 2025 Reduced 6.48%
$41B
$1.03 Million 0.07% of portfolio
6,577
Q1 2025 Reduced 2.71%
$0
$966,000 0.07% of portfolio
5,307
Q4 2024 Reduced 0.58%
$216B
$962,000 0.07% of portfolio
9,756
Q1 2025 Reduced 0.21%
$0
$1.06 Million 0.07% of portfolio
11,396
Q4 2024 Reduced 0.81%
$39.1B
$1.05 Million 0.07% of portfolio
5,066
Q1 2025 Added 0.9%
$146B
$1.04 Million 0.07% of portfolio
8,510
Q1 2025 Added 0.18%
$362B
$1.04 Million 0.07% of portfolio
24,912
Q1 2025 Reduced 8.53%
$215B
$1.02 Million 0.07% of portfolio
1,657
Q1 2025 Added 0.18%
$97.7B
$918,000 0.06% of portfolio
2,725
Q4 2024 Added 0.93%
$0
$824,000 0.06% of portfolio
14,136
Q1 2025 Reduced 1.49%
$27.4B
$892,000 0.06% of portfolio
756
Q1 2025 Reduced 4.06%
$105B
$950,000 0.06% of portfolio
15,843
Q1 2025 Reduced 0.51%
$77.7B
$836,000 0.06% of portfolio
605
Q1 2021 Reduced 33.15%
$80.5B
$857,000 0.06% of portfolio
13,504
Q4 2024 Reduced 2.21%
$193B
$957,000 0.06% of portfolio
2,497
Q1 2025 Reduced 54.63%
$19.1B
$880,000 0.06% of portfolio
12,377
Q1 2025 Added 7.23%
$0
$743,000 0.05% of portfolio
2,876
Q1 2025 Added 12.87%
$37.5B
$681,000 0.05% of portfolio
2,810
Q4 2024 Added 0.83%
$0
$790,000 0.05% of portfolio
1,538
Q1 2025 Reduced 0.45%
$14.8B
$722,000 0.05% of portfolio
6,336
Q4 2024 Added 0.52%
$39.6B
$811,000 0.05% of portfolio
9,864
Q1 2025 Reduced 0.28%
$143B
$729,000 0.05% of portfolio
10,285
Q1 2025 Reduced 8.09%
$36.5B
$684,000 0.05% of portfolio
6,902
Q4 2024 Added 0.91%
$44.6B
$777,000 0.05% of portfolio
1,375
Q4 2024 Added 0.51%
$75.1B
$732,000 0.05% of portfolio
6,683
Q1 2024 Reduced 23.03%
$2.69B
$758,000 0.05% of portfolio
46,245
Q1 2025 Added 67.11%
$0
$691,000 0.05% of portfolio
5,405
Q4 2024 Reduced 22.84%
$20.9B
$753,000 0.05% of portfolio
9,019
Q4 2024 Added 0.6%
$14.9B
$788,000 0.05% of portfolio
1,551
Q4 2024 Added 0.52%
$99.4B
$805,000 0.05% of portfolio
8,215
Q1 2025 Reduced 1.39%
$0
$672,000 0.05% of portfolio
7,902
Q1 2022 Reduced 1.54%
$61.6B
$607,000 0.04% of portfolio
2,297
Q1 2025 Added 0.31%
$50.9B
$609,000 0.04% of portfolio
4,617
Q4 2024 Added 0.59%
$71.8B
$655,000 0.04% of portfolio
10,977
Q4 2024 Added 0.67%
$17.1B
$541,000 0.04% of portfolio
1,606
Q1 2025 Reduced 3.02%
$53.1B
$518,000 0.04% of portfolio
2,504
Q4 2024 Reduced 5.37%
$42.9B
$658,000 0.04% of portfolio
4,122
Q4 2024 Reduced 10.82%
$0
$652,000 0.04% of portfolio
6,240
Q4 2024 Added 1.0%
$53.3B
$641,000 0.04% of portfolio
5,913
Q4 2024 Reduced 87.8%
$18.5B
$588,000 0.04% of portfolio
2,974
Q4 2024 Added 0.85%
$79.5B
$549,000 0.04% of portfolio
4,385
Q3 2024 Added 26.01%
$12B
$566,000 0.04% of portfolio
10,003
Q3 2024 Added 20.32%
$5.94B
$660,000 0.04% of portfolio
14,354
Q4 2024 Added 0.65%
$27.9B
$559,000 0.04% of portfolio
980
Q1 2025 Added 36.68%
$17.7B
$613,000 0.04% of portfolio
1,934
Q1 2025 Reduced 3.25%
$25.4B
$554,000 0.04% of portfolio
3,155
Q4 2024 Added 0.86%
$57.5B
$559,000 0.04% of portfolio
2,418
Q3 2024 Added 9.02%

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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