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
$13.7B
$1.01 Million 0.07% of portfolio
4,251
Q4 2024 Added 1.55%
$131B
$1.15 Million 0.07% of portfolio
13,353
Q4 2024 Reduced 2.91%
$165B
$1.04 Million 0.07% of portfolio
1,654
Q4 2024 Reduced 70.38%
$0
$1.16 Million 0.07% of portfolio
11,396
Q4 2024 Reduced 0.81%
$0
$1.1 Million 0.07% of portfolio
4,956
Q4 2024 Reduced 4.47%
$0
$894,000 0.06% of portfolio
14,350
Q4 2024 Added 0.77%
$22.6B
$964,000 0.06% of portfolio
788
Q4 2024 Added 0.38%
$0
$879,000 0.06% of portfolio
11,636
Q4 2024 Reduced 9.64%
$0
$883,000 0.06% of portfolio
6,421
Q4 2024 Reduced 3.56%
$0
$966,000 0.06% of portfolio
5,307
Q4 2024 Reduced 0.58%
$40.8B
$906,000 0.06% of portfolio
6,760
Q3 2024 Reduced 1.31%
$35.4B
$924,000 0.06% of portfolio
5,021
Q4 2024 Added 4.28%
$281B
$837,000 0.05% of portfolio
10,253
Q4 2024 Reduced 9.39%
$43.7B
$825,000 0.05% of portfolio
1,375
Q4 2024 Added 0.51%
$72.5B
$766,000 0.05% of portfolio
605
Q1 2021 Reduced 33.15%
$0
$832,000 0.05% of portfolio
1,545
Q4 2024 Added 4.04%
$130B
$802,000 0.05% of portfolio
11,190
Q4 2024 Reduced 4.6%
$4.97B
$711,000 0.05% of portfolio
14,354
Q4 2024 Added 0.65%
$104B
$748,000 0.05% of portfolio
4,079
Q2 2024 Reduced 0.24%
$0
$714,000 0.05% of portfolio
5,405
Q4 2024 Reduced 22.84%
$58.9B
$828,000 0.05% of portfolio
6,683
Q1 2024 Reduced 23.03%
$90.7B
$731,000 0.05% of portfolio
3,442
Q4 2024 Added 2.08%
$41.6B
$835,000 0.05% of portfolio
9,892
Q4 2024 Added 2.17%
$0
$718,000 0.05% of portfolio
6,240
Q4 2024 Added 1.0%
$0
$698,000 0.05% of portfolio
7,902
Q1 2022 Reduced 1.54%
$148B
$713,000 0.05% of portfolio
2,739
Q4 2024 Reduced 17.48%
$104B
$832,000 0.05% of portfolio
15,924
Q4 2024 Reduced 4.36%
$12.2B
$709,000 0.05% of portfolio
1,999
Q4 2024 Added 0.91%
$96B
$759,000 0.05% of portfolio
8,331
Q4 2024 Added 0.19%
$42.4B
$565,000 0.04% of portfolio
4,617
Q4 2024 Added 0.59%
$16.2B
$562,000 0.04% of portfolio
1,656
Q4 2024 Added 0.67%
$19.5B
$683,000 0.04% of portfolio
9,019
Q4 2024 Added 0.6%
$60B
$551,000 0.04% of portfolio
2,290
Q4 2024 Added 0.26%
$17.5B
$669,000 0.04% of portfolio
2,974
Q4 2024 Added 0.85%
$38.5B
$692,000 0.04% of portfolio
6,902
Q4 2024 Added 0.91%
$79.5B
$549,000 0.04% of portfolio
4,385
Q3 2024 Added 26.01%
$36.4B
$635,000 0.04% of portfolio
2,810
Q4 2024 Added 0.83%
$22.6B
$591,000 0.04% of portfolio
3,155
Q4 2024 Added 0.86%
$40.4B
$548,000 0.04% of portfolio
4,122
Q4 2024 Reduced 10.82%
$0
$602,000 0.04% of portfolio
1,023
Q2 2023 Reduced 14.96%
$14.2B
$574,000 0.04% of portfolio
10,003
Q3 2024 Added 20.32%
$16B
$566,000 0.04% of portfolio
6,336
Q4 2024 Added 0.52%
$113B
$547,000 0.04% of portfolio
5,522
Q4 2024 Added 0.9%
$18.3B
$675,000 0.04% of portfolio
11,542
Q4 2024 Added 26.71%
$71.4B
$594,000 0.04% of portfolio
10,977
Q4 2024 Added 0.67%
$0
$673,000 0.04% of portfolio
2,548
Q4 2024 Reduced 5.38%
$52.6B
$482,000 0.03% of portfolio
2,504
Q4 2024 Reduced 5.37%
$68B
$490,000 0.03% of portfolio
2,094
Q4 2024 Reduced 0.1%
$3.57B
$514,000 0.03% of portfolio
12,365
Q4 2024 Added 0.02%

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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