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
$125B
$557,000 0.04% of portfolio
1,248
Q1 2025 Reduced 97.09%
$69.5B
$552,000 0.04% of portfolio
16,177
Q1 2025 Added 1.9%
$76.8B
$524,000 0.04% of portfolio
2,069
Q1 2025 Reduced 1.19%
$116B
$582,000 0.04% of portfolio
5,550
Q1 2025 Added 0.51%
$30.3B
$392,000 0.03% of portfolio
1,200
Q3 2024 Reduced 33.33%
$0
$397,000 0.03% of portfolio
9,102
Q4 2023 Reduced 0.16%
$312B
$392,000 0.03% of portfolio
592
Q1 2025 Reduced 7.5%
$8.72B
$395,000 0.03% of portfolio
7,197
Q4 2024 Added 0.84%
$3.57B
$514,000 0.03% of portfolio
12,365
Q4 2024 Added 0.02%
$0
$416,000 0.03% of portfolio
741
Q1 2025 Reduced 27.57%
$5.76B
$381,000 0.03% of portfolio
266
Q3 2024 Added 15.65%
$33.3B
$493,000 0.03% of portfolio
4,531
Q3 2024 Added 0.51%
$52.7B
$415,000 0.03% of portfolio
2,500
Q4 2023 Reduced 0.99%
$120B
$457,000 0.03% of portfolio
2,269
Q1 2025 Reduced 34.08%
$0
$483,000 0.03% of portfolio
3,600
Q1 2020 Reduced 1.64%
$0
$400,000 0.03% of portfolio
9,841
Q3 2024 New
$0
$411,000 0.03% of portfolio
2,161
Q4 2024 Added 47.91%
$20.9B
$433,000 0.03% of portfolio
1,175
Q3 2024 Reduced 0.42%
$32.6B
$389,000 0.03% of portfolio
12,816
Q1 2025 Reduced 4.22%
$156B
$278,000 0.02% of portfolio
594
Q3 2023 Added 3.13%
$0
$310,000 0.02% of portfolio
662
Q2 2024 Added 8.17%
$21B
$328,000 0.02% of portfolio
3,578
Q1 2025 New
$0
$307,000 0.02% of portfolio
6,798
Q1 2025 New
$15.5B
$286,000 0.02% of portfolio
3,522
Q1 2025 New
$16.2B
$360,000 0.02% of portfolio
1,066
Q1 2025 Added 14.13%
$0
$230,000 0.02% of portfolio
2,457
Q4 2024 New
$0
$363,000 0.02% of portfolio
7,151
Q1 2025 Added 9.58%
$0
$346,000 0.02% of portfolio
5,718
Q1 2025 New
$60B
$228,000 0.02% of portfolio
3,598
Q4 2023 New
$119B
$363,000 0.02% of portfolio
1,203
Q1 2025 Reduced 26.69%
$42.4B
$232,000 0.02% of portfolio
2,674
Q1 2025 Reduced 15.08%
$42B
$290,000 0.02% of portfolio
3,794
Q4 2024 Reduced 0.16%
$0
$272,000 0.02% of portfolio
1,449
Q4 2024 Added 11.46%
$0
$276,000 0.02% of portfolio
766
Q4 2024 Added 23.95%
$28.8B
$354,000 0.02% of portfolio
1,554
Q3 2023 New
$46.3B
$313,000 0.02% of portfolio
5,600
Q1 2023 Reduced 0.14%
$2.9B
$322,000 0.02% of portfolio
5,222
Q1 2025 Reduced 2.83%
$278B
$290,000 0.02% of portfolio
1,832
Q4 2024 Added 1.27%
$140B
$281,000 0.02% of portfolio
1,209
Q1 2025 Reduced 21.65%
$52.3B
$236,000 0.02% of portfolio
2,162
Q1 2025 New
$15.3B
$222,000 0.02% of portfolio
3,417
Q1 2025 New
$58.6B
$247,000 0.02% of portfolio
1,045
Q2 2024 Reduced 39.42%
$255B
$255,000 0.02% of portfolio
2,289
Q3 2024 Reduced 8.04%
$69.1B
$263,000 0.02% of portfolio
2,058
Q1 2025 New
$72.5B
$343,000 0.02% of portfolio
1,956
Q1 2025 Reduced 0.51%
$67.2B
$331,000 0.02% of portfolio
7,863
Q3 2024 Added 0.63%
$18.7B
$222,000 0.02% of portfolio
4,272
Q4 2024 New
$185B
$344,000 0.02% of portfolio
7,600
Q1 2025 Reduced 1.94%
$10.1B
$271,000 0.02% of portfolio
2,289
Q4 2021 Reduced 0.09%

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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