Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2025) About Moody Lynn & Lieberson, LLCInvestment ActivityMoody Lynn & Lieberson, LLC has $1.63 billion in total holdings as of December 31, 2024.Moody Lynn & Lieberson, LLC owns shares of 246 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.99% of the portfolio was purchased this quarter.About 6.74% of the portfolio was sold this quarter.This quarter, Moody Lynn & Lieberson, LLC has purchased 255 new stocks and bought additional shares in 91 stocks.Moody Lynn & Lieberson, LLC sold shares of 80 stocks and completely divested from 25 stocks this quarter.Largest Holdings Broadcom $117,983,608NVIDIA $97,105,099Microsoft $80,915,750Apple $76,444,211Alphabet $74,659,163 Largest New Holdings this Quarter ARISTA NETWORKS INC $8,059,405 HoldingPayPal $3,909,798 HoldingBLOCK INC CL A $3,774,661 HoldingFortinet $3,251,246 HoldingISHARES BITCOIN TRUST ETF $3,170,480 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 72,916 shares (about $8.06M)Bristol-Myers Squibb 134,901 shares (about $7.63M)GE VERNOVA INC 22,122 shares (about $7.28M)Amazon.com 28,550 shares (about $6.26M)Morgan Stanley 33,336 shares (about $4.19M) Largest Sales this Quarter FERGUSON ENTERPRISES INC COMMO 37,472 shares (about $6.50M)AbbVie 25,213 shares (about $4.48M)VanEck Gold Miners ETF 105,762 shares (about $3.59M)Advanced Micro Devices 27,807 shares (about $3.36M)Agnico Eagle Mines 42,560 shares (about $3.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$117,983,608$3,035,481 ▼-2.5%508,9017.2%Computer and TechnologyNVDANVIDIA$97,105,099$2,307,639 ▼-2.3%723,1006.0%Computer and TechnologyMSFTMicrosoft$80,915,750$1,008,649 ▼-1.2%191,9715.0%Computer and TechnologyAAPLApple$76,444,211$53,590 ▼-0.1%305,2644.7%Computer and TechnologyGOOGLAlphabet$74,659,163$2,182,440 ▲3.0%394,3964.6%Computer and TechnologyLLYEli Lilly and Company$65,910,272$3,249,348 ▼-4.7%85,3764.0%MedicalAMZNAmazon.com$52,389,454$6,263,584 ▲13.6%238,7963.2%Retail/WholesaleBRK.BBerkshire Hathaway$49,996,331$68,899 ▼-0.1%110,2993.1%FinanceBXBlackstone$47,857,930$126,556 ▲0.3%277,5662.9%FinanceJPMJPMorgan Chase & Co.$46,808,411$335,354 ▲0.7%195,2712.9%FinanceGLDSPDR Gold Shares$45,375,646$836,075 ▲1.9%187,4022.8%FinanceMAMastercard$43,295,112$3,355,831 ▲8.4%82,2212.7%Business ServicesWMWaste Management$37,861,454$1,675,664 ▲4.6%187,6282.3%Business ServicesNOWServiceNow$34,754,974$3,586,386 ▲11.5%32,7842.1%Computer and TechnologyNFLXNetflix$31,830,820$288,788 ▲0.9%35,7122.0%Consumer DiscretionaryMSMorgan Stanley$30,778,268$4,191,002 ▲15.8%244,8161.9%FinanceABBVAbbVie$27,712,670$4,480,350 ▼-13.9%155,9521.7%MedicalABTAbbott Laboratories$27,249,783$656,377 ▲2.5%240,9141.7%MedicalLINDE PLC$27,031,429$138,998 ▲0.5%64,5651.7%COMETNEaton$26,137,417$153,988 ▲0.6%78,7581.6%IndustrialsHDHome Depot$26,125,346$212,389 ▲0.8%67,1621.6%Retail/WholesaleTMOThermo Fisher Scientific$25,933,465$2,667,219 ▼-9.3%49,8501.6%MedicalSYKStryker$25,051,199$197,667 ▲0.8%69,5771.5%MedicalVRTXVertex Pharmaceuticals$23,043,702$3,215,157 ▼-12.2%57,2231.4%MedicalLMTLockheed Martin$20,860,432$133,148 ▼-0.6%42,9281.3%AerospaceGE VERNOVA INC$20,594,636$7,276,589 ▲54.6%62,6111.3%COMJNJJohnson & Johnson$18,701,101$178,316 ▼-0.9%129,3121.1%MedicalVVisa$17,158,444$1,649,729 ▲10.6%54,2921.1%Business ServicesPEPPepsiCo$16,063,770$2,840,785 ▼-15.0%105,6411.0%Consumer StaplesSPYSPDR S&P 500 ETF Trust$12,421,966$147,106 ▼-1.2%21,1950.8%FinanceXOMExxon Mobil$12,244,586$649,723 ▼-5.0%113,8290.8%EnergySOSouthern$12,045,556$1,252,334 ▼-9.4%146,3260.7%UtilitiesMCDMcDonald's$10,626,788$2,126,633 ▼-16.7%36,6580.7%Retail/WholesaleCVXChevron$10,501,479$214,798 ▼-2.0%72,5040.6%EnergyGOOGAlphabet$10,187,397$115,788 ▼-1.1%53,4940.6%Computer and TechnologyOLD WESTBURY FUNDS INC LARGE C$9,327,288$257,989 ▲2.8%470,3620.6%MFKOCoca-Cola$9,050,487$150,047 ▲1.7%145,3660.6%Consumer StaplesBMYBristol-Myers Squibb$8,932,521$7,630,001 ▲585.8%157,9300.5%MedicalPGProcter & Gamble$8,653,697$692,893 ▼-7.4%51,6180.5%Consumer StaplesTXNTexas Instruments$8,505,641$142,133 ▼-1.6%45,3610.5%Computer and TechnologyARISTA NETWORKS INC$8,059,405$8,059,405 ▲New Holding72,9160.5%COMISRGIntuitive Surgical$7,697,866$124,226 ▼-1.6%14,7480.5%MedicalHTHIYHitachi$7,673,719$215,893 ▲2.9%155,1500.5%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$7,382,908$305,503 ▼-4.0%74,2150.5%MedicalPANWPalo Alto Networks$7,329,349$3,623,188 ▲97.8%40,2800.4%Computer and TechnologyMARMarriott International$6,411,157$239,331 ▲3.9%22,9840.4%Consumer DiscretionaryNOCNorthrop Grumman$5,899,445$227,606 ▼-3.7%12,5710.4%AerospaceICEIntercontinental Exchange$5,774,734$362,094 ▲6.7%38,7540.4%FinanceADPAutomatic Data Processing$5,394,428$78,452 ▲1.5%18,4280.3%Business ServicesVTIVanguard Total Stock Market ETF$4,958,749$37,386 ▼-0.7%17,1100.3%ETFSAPSAP$4,768,595$1,596,179 ▲50.3%19,3680.3%Computer and TechnologyMDLZMondelez International$4,693,225$2,701,409 ▼-36.5%78,5740.3%Consumer StaplesAXONAxon Enterprise$4,692,156$903,366 ▼-16.1%7,8950.3%AerospaceAXPAmerican Express$4,557,804$175,700 ▼-3.7%15,3570.3%FinanceORCLOracle$4,374,633$2,502,933 ▲133.7%26,2520.3%Computer and TechnologyGSThe Goldman Sachs Group$4,296,940$226,185 ▼-5.0%7,5040.3%FinanceFERGUSON ENTERPRISES INC COMMO$4,243,439$6,504,014 ▼-60.5%24,4480.3%COMGEGeneral Electric$4,208,779$15,678 ▼-0.4%25,2340.3%TransportationEXRExtra Space Storage$4,186,257$17,653 ▼-0.4%27,9830.3%FinancePYPLPayPal$3,909,798$3,909,798 ▲New Holding45,8090.2%Computer and TechnologyBLOCK INC CL A$3,774,661$3,774,661 ▲New Holding44,4130.2%COMCHDChurch & Dwight$3,641,290$4,712 ▲0.1%34,7750.2%Consumer StaplesCOSTCostco Wholesale$3,457,087$18,325 ▲0.5%3,7730.2%Retail/WholesaleFTNTFortinet$3,251,246$3,251,246 ▲New Holding34,4120.2%Computer and TechnologyUNHUnitedHealth Group$3,250,656$973,780 ▼-23.1%6,4260.2%MedicalACNAccenture$3,209,7320.0%9,1240.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$3,170,480$3,170,480 ▲New Holding59,7640.2%ETFMSIMotorola Solutions$3,154,258$101,691 ▼-3.1%6,8240.2%Computer and TechnologyIBMInternational Business Machines$3,110,155$89,031 ▲2.9%14,1480.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$3,108,1680.0%10,7990.2%ETFSPOTSpotify Technology$3,025,631$35,790 ▼-1.2%6,7630.2%Business ServicesIDXXIDEXX Laboratories$2,994,132$3,721 ▲0.1%7,2420.2%MedicalMETAMeta Platforms$2,955,069$19,322 ▲0.7%5,0470.2%Computer and TechnologySHWSherwin-Williams$2,861,191$13,257 ▼-0.5%8,4170.2%Basic MaterialsCRH PLC$2,844,435$116,668 ▲4.3%30,7440.2%COMTSLATesla$2,828,092$2,828,092 ▲New Holding7,0030.2%Auto/Tires/TrucksRTXRTX$2,731,686$694 ▼0.0%23,6060.2%AerospaceCTRACoterra Energy$2,686,7820.0%105,1990.2%EnergyVANGUARD INDEX FUNDS 500 INDEX$2,483,1370.0%4,5750.2%MFADBEAdobe$2,447,519$128,513 ▼-5.0%5,5040.1%Computer and TechnologyMDBMongoDB$2,380,482$204,873 ▲9.4%10,2250.1%Computer and TechnologyAPHAmphenol$2,295,1840.0%33,0480.1%Computer and TechnologyCSCOCisco Systems$2,171,042$119,170 ▼-5.2%36,6730.1%Computer and TechnologyGILDGilead Sciences$1,968,128$1,514,591 ▲334.0%21,3070.1%MedicalPWRQuanta Services$1,940,863$10,114 ▲0.5%6,1410.1%ConstructionAMDAdvanced Micro Devices$1,874,057$3,358,808 ▼-64.2%15,5150.1%Computer and TechnologyITWIllinois Tool Works$1,849,974$64,658 ▼-3.4%7,2960.1%IndustrialsHONHoneywell International$1,789,049$159,704 ▼-8.2%7,9200.1%Multi-Sector ConglomeratesPHParker-Hannifin$1,723,005$10,176 ▲0.6%2,7090.1%IndustrialsCRMSalesforce$1,673,6560.0%5,0060.1%Computer and TechnologyGWWW.W. Grainger$1,653,8040.0%1,5690.1%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$1,527,044$91,133 ▲6.3%2,6810.1%ETFRSGRepublic Services$1,517,300$6,639 ▲0.4%7,5420.1%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$1,486,651$167,520 ▲12.7%8,4840.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,474,783$28,934 ▼-1.9%3,4660.1%FinanceIRMIron Mountain$1,423,715$7,988 ▲0.6%13,5450.1%Business ServicesUNPUnion Pacific$1,401,0780.0%6,1440.1%TransportationDHRDanaher$1,372,709$89,525 ▼-6.1%5,9800.1%MedicalPFEPfizer$1,371,601$834,448 ▼-37.8%51,7000.1%MedicalCBTCabot$1,369,6500.0%15,0000.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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