Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024) About Moody Lynn & Lieberson, LLCInvestment ActivityMoody Lynn & Lieberson, LLC has $1.62 billion in total holdings as of September 30, 2024.Moody Lynn & Lieberson, LLC owns shares of 255 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 13.13% of the portfolio was purchased this quarter.About 6.39% of the portfolio was sold this quarter.This quarter, Moody Lynn & Lieberson, LLC has purchased 235 new stocks and bought additional shares in 70 stocks.Moody Lynn & Lieberson, LLC sold shares of 74 stocks and completely divested from 15 stocks this quarter.Largest Holdings Broadcom $90,043,965NVIDIA $89,900,119Microsoft $83,634,863Eli Lilly and Company $79,366,935Apple $71,176,374 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC COMMO $12,295,454 HoldingIntercontinental Exchange $5,835,087 HoldingMotorola Solutions $3,167,194 HoldingNRG Energy $3,043,195 HoldingSAP $2,951,953 Holding Largest Purchases this Quarter Broadcom 463,914 shares (about $80.03M)FERGUSON ENTERPRISES INC COMMO 61,920 shares (about $12.30M)Exxon Mobil 92,135 shares (about $10.80M)OLD WESTBURY FUNDS INC LARGE C 428,420 shares (about $8.94M)SPDR Gold Shares 30,404 shares (about $7.39M) Largest Sales this Quarter NVIDIA 99,776 shares (about $12.12M)GE VERNOVA INC 24,950 shares (about $6.36M)Merck & Co., Inc. 55,686 shares (about $6.32M)Chevron 42,636 shares (about $6.28M)Novo Nordisk A/S 51,287 shares (about $6.11M) 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$90,043,965$80,025,165 ▲798.8%521,9945.5%Computer and TechnologyNVDANVIDIA$89,900,119$12,116,801 ▼-11.9%740,2845.5%Computer and TechnologyMSFTMicrosoft$83,634,863$229,780 ▼-0.3%194,3645.2%Computer and TechnologyLLYEli Lilly and Company$79,366,935$1,630,130 ▼-2.0%89,5854.9%MedicalAAPLApple$71,176,374$43,338 ▲0.1%305,4784.4%Computer and TechnologyGOOGLAlphabet$63,498,492$2,554,422 ▼-3.9%382,8673.9%Computer and TechnologyBRK.BBerkshire Hathaway$50,836,177$954,119 ▼-1.8%110,4513.1%FinanceGLDSPDR Gold Shares$44,710,644$7,389,996 ▲19.8%183,9492.8%FinanceBXBlackstone$42,391,284$360,009 ▲0.9%276,8322.6%FinanceJPMJPMorgan Chase & Co.$40,879,850$115,551 ▲0.3%193,8722.5%FinanceAMZNAmazon.com$39,175,137$1,424,679 ▼-3.5%210,2462.4%Retail/WholesaleMAMastercard$37,453,742$1,445,846 ▼-3.7%75,8482.3%Business ServicesWMWaste Management$37,227,662$439,074 ▼-1.2%179,3242.3%Business ServicesABBVAbbVie$35,776,390$5,104,847 ▲16.6%181,1652.2%MedicalTMOThermo Fisher Scientific$34,007,123$3,348,938 ▲10.9%54,9772.1%MedicalLINDE PLC$30,630,148$188,360 ▼-0.6%64,2331.9%COMVRTXVertex Pharmaceuticals$30,326,472$4,084,333 ▲15.6%65,2071.9%MedicalHDHome Depot$26,992,803$224,886 ▼-0.8%66,6161.7%Retail/WholesaleABTAbbott Laboratories$26,805,005$341,460 ▼-1.3%235,1111.7%MedicalNOWServiceNow$26,295,960$81,389 ▼-0.3%29,4011.6%Computer and TechnologyETNEaton$25,949,763$62,974 ▲0.2%78,2941.6%Industrial ProductsLMTLockheed Martin$25,254,161$1,599,941 ▲6.8%43,2021.6%AerospaceNFLXNetflix$25,099,647$87,949 ▼-0.3%35,3881.5%Consumer DiscretionarySYKStryker$24,937,055$723 ▲0.0%69,0281.5%MedicalMSMorgan Stanley$22,044,675$171,892 ▼-0.8%211,4801.4%FinanceJNJJohnson & Johnson$21,156,123$2,615,973 ▲14.1%130,5451.3%MedicalPEPPepsiCo$21,141,126$2,690,531 ▲14.6%124,3231.3%Consumer StaplesSOSouthern$14,567,587$4,641,745 ▲46.8%161,5390.9%UtilitiesXOMExxon Mobil$14,051,044$10,800,065 ▲332.2%119,8690.9%Oils/EnergyUBERUber Technologies$14,001,331$1,867,275 ▲15.4%186,2870.9%Computer and TechnologyVVisa$13,492,346$200,988 ▼-1.5%49,0720.8%Business ServicesMCDMcDonald's$13,396,613$367,848 ▲2.8%43,9940.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$12,304,936$98,687 ▲0.8%21,4460.8%FinanceFERGUSON ENTERPRISES INC COMMO$12,295,454$12,295,454 ▲New Holding61,9200.8%COMCVXChevron$10,896,065$6,279,003 ▼-36.6%73,9870.7%Oils/EnergyGE VERNOVA INC$10,323,885$6,361,751 ▼-38.1%40,4890.6%COMKOCoca-Cola$10,272,818$1,372,454 ▲15.4%142,9560.6%Consumer StaplesPGProcter & Gamble$9,656,010$195,368 ▲2.1%55,7510.6%Consumer StaplesOLD WESTBURY FUNDS INC LARGE C$9,540,358$8,936,837 ▲1,480.8%457,3520.6%MFTXNTexas Instruments$9,526,802$241,687 ▼-2.5%46,1190.6%Computer and TechnologyMDLZMondelez International$9,120,420$3,815,148 ▲71.9%123,8010.6%Consumer StaplesGOOGAlphabet$9,045,313$389,218 ▲4.5%54,1020.6%Computer and TechnologyMRKMerck & Co., Inc.$8,776,598$6,323,702 ▼-41.9%77,2860.5%MedicalHTHIYHitachi$7,991,605$6,620,389 ▲482.8%150,7850.5%Multi-Sector ConglomeratesANETArista Networks$7,441,118$351,579 ▼-4.5%19,3870.5%Computer and TechnologyISRGIntuitive Surgical$7,362,172$113,483 ▼-1.5%14,9860.5%MedicalAMDAdvanced Micro Devices$7,108,274$594,298 ▼-7.7%43,3220.4%Computer and TechnologyPANWPalo Alto Networks$6,961,782$29,737 ▲0.4%20,3680.4%Computer and TechnologyNOCNorthrop Grumman$6,894,482$47,526 ▲0.7%13,0560.4%AerospaceICEIntercontinental Exchange$5,835,087$5,835,087 ▲New Holding36,3240.4%FinanceMARMarriott International$5,500,524$5,497,789 ▼-50.0%22,1260.3%Consumer DiscretionaryEXRExtra Space Storage$5,063,519$3,964 ▲0.1%28,1010.3%FinanceADPAutomatic Data Processing$5,025,417$46,214 ▼-0.9%18,1600.3%Business ServicesUNHUnitedHealth Group$4,882,663$209,315 ▲4.5%8,3510.3%MedicalVTIVanguard Total Stock Market ETF$4,881,283$18,688 ▼-0.4%17,2390.3%ETFGEGeneral Electric$4,776,3540.0%25,3280.3%TransportationGDXVanEck Gold Miners ETF$4,647,950$2,081,830 ▲81.1%116,7240.3%ETFAXPAmerican Express$4,325,369$86,784 ▼-2.0%15,9490.3%FinanceNEMNewmont$4,201,330$1,964,448 ▲87.8%78,6030.3%Basic MaterialsGSThe Goldman Sachs Group$3,910,874$86,644 ▼-2.2%7,8990.2%FinanceAEMAgnico Eagle Mines$3,904,985$3,647,193 ▲1,414.8%48,4730.2%Basic MaterialsAXONAxon Enterprise$3,762,234$965,034 ▼-20.4%9,4150.2%Industrial ProductsIDXXIDEXX Laboratories$3,654,2560.0%7,2330.2%MedicalCHDChurch & Dwight$3,636,9260.0%34,7300.2%Consumer StaplesFCXFreeport-McMoRan$3,559,296$103,484 ▼-2.8%71,3000.2%Basic MaterialsINTUIntuit$3,467,664$1,584,171 ▲84.1%5,5840.2%Computer and TechnologyATLKYAtlas Copco$3,464,065$264,535 ▼-7.1%178,9290.2%Industrial ProductsCOSTCostco Wholesale$3,327,156$2,585,128 ▲348.4%3,7530.2%Retail/WholesaleSHWSherwin-Williams$3,227,402$408,005 ▲14.5%8,4560.2%Basic MaterialsACNAccenture$3,225,152$8,837 ▼-0.3%9,1240.2%Computer and TechnologyMSIMotorola Solutions$3,167,194$3,167,194 ▲New Holding7,0440.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$3,066,9160.0%10,7990.2%ETFNRGNRG Energy$3,043,195$3,043,195 ▲New Holding33,4050.2%UtilitiesIBMInternational Business Machines$3,038,302$2,521,859 ▲488.3%13,7430.2%Computer and TechnologyADBEAdobe$2,999,500$19,676 ▼-0.7%5,7930.2%Computer and TechnologySAPSAP$2,951,953$2,951,953 ▲New Holding12,8850.2%Computer and TechnologyXBISPDR S&P Biotech ETF$2,914,501$494 ▼0.0%29,4990.2%ETFCBChubb$2,893,705$2,426,513 ▲519.4%10,0340.2%FinanceMETAMeta Platforms$2,870,214$304,538 ▲11.9%5,0140.2%Computer and TechnologyRTXRTX$2,860,830$8,845 ▲0.3%23,6120.2%AerospaceCRH PLC$2,734,253$2,734,253 ▲New Holding29,4830.2%COMMDBMongoDB$2,526,421$657,221 ▲35.2%9,3450.2%Computer and TechnologySPOTSpotify Technology$2,521,8510.0%6,8430.2%Business ServicesCTRACoterra Energy$2,519,5160.0%105,1990.2%Oils/EnergyVANGUARD INDEX FUNDS 500 INDEX$2,432,583$17,015 ▼-0.7%4,5750.1%MFPFEPfizer$2,406,448$787,110 ▲48.6%83,1530.1%MedicalURAGlobal X Uranium ETF$2,371,569$2,371,569 ▲New Holding82,8930.1%ETFAPHAmphenol$2,153,4080.0%33,0480.1%Computer and TechnologyCSCOCisco Systems$2,058,869$2,661 ▼-0.1%38,6860.1%Computer and TechnologyITWIllinois Tool Works$1,978,8910.0%7,5510.1%Industrial ProductsORCLOracle$1,913,933$36,466 ▲1.9%11,2320.1%Computer and TechnologyPWRQuanta Services$1,821,3980.0%6,1090.1%ConstructionHONHoneywell International$1,783,287$2,901,175 ▼-61.9%8,6270.1%Multi-Sector ConglomeratesDHRDanaher$1,770,987$82,294 ▼-4.4%6,3700.1%Multi-Sector ConglomeratesPHParker-Hannifin$1,701,4910.0%2,6930.1%Industrial ProductsCCJCameco$1,679,671$1,679,671 ▲New Holding35,1690.1%Basic MaterialsCBTCabot$1,676,5500.0%15,0000.1%Basic MaterialsNVONovo Nordisk A/S$1,637,570$6,106,744 ▼-78.9%13,7530.1%MedicalGWWW.W. Grainger$1,629,8930.0%1,5690.1%Industrial ProductsLHXL3Harris Technologies$1,601,341$90,628 ▼-5.4%6,7320.1%AerospaceShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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