Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q3 2024

Moody Lynn & Lieberson, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $90.1M, Nvidia Corp with a value of $89.9M, Microsoft Corp with a value of $83.6M, Eli Lilly & CO with a value of $79.4M, and Apple Inc. with a value of $71.1M.

Examining the 13F form we can see an increase of $68.6M in the current position value, from $1.47B 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: $441 Million
Healthcare: $289 Million
Financial Services: $231 Million
Industrials: $146 Million
Communication Services: $105 Million
ETFs: $94.8 Million
Consumer Cyclical: $91.9 Million
Consumer Defensive: $62.4 Million
Other: $82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.4B
$236,000 0.02% of portfolio
6,450
Q3 2024 New
$273B
$234,000 0.02% of portfolio
1,136
Q3 2024 Reduced 13.35%
$47.8B
$287,000 0.02% of portfolio
355
Q3 2024 Reduced 12.35%
$143B
$234,000 0.02% of portfolio
3,604
Q3 2024 New
$26.2B
$279,000 0.02% of portfolio
1,200
Q3 2024 Reduced 33.33%
$209B
$263,000 0.02% of portfolio
2,289
Q3 2024 Reduced 8.04%
$74.6B
$385,000 0.02% of portfolio
1,375
Q3 2024 Reduced 90.47%
$5.51B
$291,000 0.02% of portfolio
2,671
Q1 2024 Added 0.19%
$9.88B
$353,000 0.02% of portfolio
433
Q3 2023 Added 1.41%
$54.3B
$259,000 0.02% of portfolio
1,045
Q2 2024 Reduced 39.42%
$6.15B
$220,000 0.01% of portfolio
6,915
Q3 2024 New
$48.7B
$219,000 0.01% of portfolio
2,615
Q3 2024 New
$161B
$212,000 0.01% of portfolio
412
Q3 2024 New
$0
$201,000 0.01% of portfolio
2,816
Q3 2024 New
$0
$201,000 0.01% of portfolio
1,153
Q3 2024 New
$128B
$205,000 0.01% of portfolio
1,571
Q3 2024 New
$0
$231,000 0.01% of portfolio
618
Q1 2024 New
$188B
$219,000 0.01% of portfolio
1,809
Q3 2024 New
$34.2B
$206,000 0.01% of portfolio
1,100
Q3 2024 New
$36.5B
$215,000 0.01% of portfolio
2,194
Q3 2024 New
$47.2B
$221,000 0.01% of portfolio
2,162
Q3 2024 New
$39.5B
$207,000 0.01% of portfolio
4,600
Q3 2024 New
$17.7B
$216,000 0.01% of portfolio
2,068
Q3 2024 New
$13.7B
$229,000 0.01% of portfolio
788
Q3 2024 New
Old Westbury Funds Inc Large C
-
$0 0.0% of portfolio
-
Q3 2024 Added 1,480.78%
Blackrock Mgd Fund Inst
-
$0 0.0% of portfolio
-
Q4 2023 New
Blackrock Funds Iv Systamt Mlt
-
$0 0.0% of portfolio
-
Q4 2023 New
Artisan Partners Funds Inc Int
-
$0 0.0% of portfolio
-
Q4 2023 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 85.86%
Searchlight Minerals Corp New
-
$0 0.0% of portfolio
-
Q2 2023 New
Blackstone Reit Inc Cl I
-
$0 0.0% of portfolio
-
Q2 2023 New
Fidelity Tr 500 Index Fund
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.07%
Thomson Reuters Corp
-
$0 0.0% of portfolio
-
Q2 2024 New
$23.9B
$0 0.0% of portfolio
-
Q3 2024 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q3 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.61%
Principal Funds Inc Mid Cap Fu
-
$0 0.0% of portfolio
-
Q4 2023 New
Brown Advisory Funds Sustnble
-
$0 0.0% of portfolio
-
Q1 2024 New
Delaware Equity Funds V Small
-
$0 0.0% of portfolio
-
Q4 2023 New
Old Westbury Funds Inc All Cap
-
$0 0.0% of portfolio
-
Q3 2024 Added 111.44%
Ferguson Enterprises Inc Commo
-
$0 0.0% of portfolio
-
Q3 2024 New
Vanguard Index Funds 500 Index
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.69%
New Perspective Fund Inc
-
$0 0.0% of portfolio
-
Q4 2023 New
Harris Assoc Inv Tr Oakmrk Slt
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 4.99%
Harding Loevner Funds Inc Intl
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 10.47%
Harbor Funds Cap Apprec Inst
-
$0 0.0% of portfolio
-
Q4 2023 New
Fidelity Tr Total Mkt Ins Prem
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 27.36%
Brookfield Corp Cl A
-
$0 0.0% of portfolio
-
Q3 2024 New
Fidelity Contrafund New Insigh
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $1.54 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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