Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2025) About Moody Lynn & Lieberson, LLCInvestment ActivityMoody Lynn & Lieberson, LLC has $1.56 billion in total holdings as of March 31, 2025.Moody Lynn & Lieberson, LLC owns shares of 244 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 6.06% of the portfolio was purchased this quarter.About 6.24% of the portfolio was sold this quarter.This quarter, Moody Lynn & Lieberson, LLC has purchased 246 new stocks and bought additional shares in 61 stocks.Moody Lynn & Lieberson, LLC sold shares of 80 stocks and completely divested from 19 stocks this quarter.Largest Holdings NVIDIA $70,313,584Microsoft $69,762,829Broadcom $69,505,886Eli Lilly and Company $69,409,476Apple $60,816,973 Largest New Holdings this Quarter 35671D857 - Freeport-McMoRan $3,217,721 Holding46434G822 - iShares MSCI Japan ETF $2,400,217 Holding18915M107 - Cloudflare $2,359,278 Holding169656105 - Chipotle Mexican Grill $1,528,694 Holding835699307 - Sony Group $1,503,774 Holding Largest Purchases this Quarter Intercontinental Exchange 66,248 shares (about $11.43M)Bristol-Myers Squibb 183,858 shares (about $11.21M)Stryker 17,360 shares (about $6.46M)Northrop Grumman 12,520 shares (about $6.41M)Hitachi 250,776 shares (about $5.88M) Largest Sales this Quarter Lockheed Martin 41,680 shares (about $18.62M)Broadcom 93,767 shares (about $15.70M)NVIDIA 74,331 shares (about $8.06M)Apple 31,474 shares (about $6.99M)PepsiCo 32,844 shares (about $4.92M) 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 PortfolioSectorNVDANVIDIA$70,313,584$8,055,994 ▼-10.3%648,7694.5%Computer and TechnologyMSFTMicrosoft$69,762,829$2,301,140 ▼-3.2%185,8414.5%Computer and TechnologyAVGOBroadcom$69,505,886$15,699,409 ▼-18.4%415,1344.5%Computer and TechnologyLLYEli Lilly and Company$69,409,476$1,103,416 ▼-1.6%84,0404.5%MedicalAAPLApple$60,816,973$6,991,320 ▼-10.3%273,7903.9%Computer and TechnologyGOOGLAlphabet$59,128,614$1,860,783 ▼-3.1%382,3633.8%Computer and TechnologyBRK.BBerkshire Hathaway$58,763,279$20,238 ▲0.0%110,3373.8%FinanceGLDSPDR Gold Shares$57,430,912$3,432,900 ▲6.4%199,3163.7%FinanceJPMJPMorgan Chase & Co.$48,304,476$404,500 ▲0.8%196,9203.1%FinanceMAMastercard$45,662,233$595,258 ▲1.3%83,3072.9%Business ServicesAMZNAmazon.com$45,396,607$36,720 ▼-0.1%238,6032.9%Retail/WholesaleWMWaste Management$43,735,943$298,185 ▲0.7%188,9162.8%Business ServicesBXBlackstone$38,854,087$55,912 ▲0.1%277,9662.5%FinanceABTAbbott Laboratories$37,119,449$5,162,207 ▲16.2%279,8302.4%MedicalABBVAbbVie$35,234,769$2,559,706 ▲7.8%168,1692.3%MedicalNFLXNetflix$33,193,405$109,106 ▼-0.3%35,5952.1%Consumer DiscretionarySYKStryker$32,362,298$6,462,260 ▲25.0%86,9372.1%MedicalLINDE PLC$30,277,775$213,729 ▲0.7%65,0241.9%COMMSMorgan Stanley$28,791,123$228,440 ▲0.8%246,7741.8%FinanceVRTXVertex Pharmaceuticals$27,758,369$15,514 ▲0.1%57,2551.8%MedicalHDHome Depot$24,612,369$1,832 ▼0.0%67,1571.6%Retail/WholesaleNOWServiceNow$23,437,565$2,663,088 ▼-10.2%29,4391.5%Computer and TechnologyTMOThermo Fisher Scientific$22,977,178$1,828,182 ▼-7.4%46,1761.5%MedicalJNJJohnson & Johnson$22,085,908$640,806 ▲3.0%133,1761.4%MedicalETNEaton$20,957,278$451,510 ▼-2.1%77,0971.3%IndustrialsBMYBristol-Myers Squibb$20,845,650$11,213,499 ▲116.4%341,7881.3%MedicalVVisa$19,121,799$94,624 ▲0.5%54,5621.2%Business ServicesICEIntercontinental Exchange$18,112,845$11,427,780 ▲170.9%105,0021.2%FinanceGE VERNOVA INC$15,503,340$3,610,547 ▼-18.9%50,7841.0%COMSOSouthern$13,583,590$128,914 ▲1.0%147,7280.9%UtilitiesCVXChevron$13,211,895$1,082,701 ▲8.9%78,9760.8%EnergyXOMExxon Mobil$13,183,509$354,174 ▼-2.6%110,8510.8%EnergyNOCNorthrop Grumman$12,846,843$6,410,365 ▲99.6%25,0910.8%AerospaceSPYSPDR S&P 500 ETF Trust$11,870,256$13,985 ▲0.1%21,2200.8%FinanceKOCoca-Cola$11,575,224$1,164,111 ▲11.2%161,6200.7%Consumer StaplesMCDMcDonald's$11,355,274$95,585 ▼-0.8%36,3520.7%Retail/WholesalePEPPepsiCo$10,915,182$4,924,629 ▼-31.1%72,7970.7%Consumer StaplesHTHIYHitachi$9,518,965$5,880,697 ▲161.6%405,9260.6%Multi-Sector ConglomeratesOLD WESTBURY FUNDS INC LARGE C$8,880,021$165,032 ▼-1.8%461,7800.6%MFPGProcter & Gamble$8,838,771$42,093 ▲0.5%51,8650.6%Consumer StaplesGOOGAlphabet$7,875,711$481,657 ▼-5.8%50,4110.5%Computer and TechnologyGILDGilead Sciences$7,552,954$5,165,505 ▲216.4%67,4070.5%MedicalISRGIntuitive Surgical$7,352,778$48,536 ▲0.7%14,8460.5%MedicalFERGUSON ENTERPRISES INC COMMO$7,270,276$3,352,973 ▲85.6%45,3740.5%COMPANWPalo Alto Networks$6,824,406$48,974 ▼-0.7%39,9930.4%Computer and TechnologyTXNTexas Instruments$6,637,759$1,513,613 ▼-18.6%36,9380.4%Computer and TechnologyGEGE Aerospace$5,681,058$630,473 ▲12.5%28,3840.4%IndustrialsADPAutomatic Data Processing$5,667,276$36,969 ▲0.7%18,5490.4%Business ServicesMARMarriott International$5,255,168$219,620 ▼-4.0%22,0620.3%Consumer DiscretionaryMDLZMondelez International$5,185,301$145,945 ▼-2.7%76,4230.3%Consumer StaplesSAPSAP$5,155,390$43,756 ▼-0.8%19,2050.3%Computer and TechnologyGDXVanEck Gold Miners ETF$4,964,024$4,460,101 ▲885.1%107,9840.3%ETFVTIVanguard Total Stock Market ETF$4,778,590$76,130 ▲1.6%17,3870.3%ETFAMGNAmgen$4,657,361$3,804,026 ▲445.8%14,9490.3%MedicalMRKMerck & Co., Inc.$4,278,949$2,382,589 ▼-35.8%47,6710.3%MedicalEXRExtra Space Storage$4,182,963$27,768 ▲0.7%28,1700.3%FinanceAXPAmerican Express$4,136,913$5,112 ▲0.1%15,3760.3%FinanceGSThe Goldman Sachs Group$4,089,527$9,833 ▼-0.2%7,4860.3%FinanceCHDChurch & Dwight$3,828,3800.0%34,7750.2%Consumer StaplesSPOTSpotify Technology$3,719,8530.0%6,7630.2%Business ServicesCOSTCostco Wholesale$3,631,795$63,367 ▲1.8%3,8400.2%Retail/WholesaleIBMInternational Business Machines$3,575,979$57,938 ▲1.6%14,3810.2%Computer and TechnologyORCLOracle$3,434,992$235,300 ▼-6.4%24,5690.2%Computer and TechnologyFTNTFortinet$3,274,476$38,023 ▼-1.1%34,0170.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$3,238,551$2,287,541 ▲240.5%39,6250.2%FinanceFCXFreeport-McMoRan$3,217,721$3,217,721 ▲New Holding84,9900.2%Basic MaterialsRTXRTX$3,125,261$1,590 ▼-0.1%23,5940.2%AerospaceAXONAxon Enterprise$3,044,725$1,107,651 ▼-26.7%5,7890.2%AerospaceIDXXIDEXX Laboratories$3,041,2780.0%7,2420.2%MedicalCTRACoterra Energy$3,040,2510.0%105,1990.2%EnergySHWSherwin-Williams$2,993,955$54,823 ▲1.9%8,5740.2%Basic MaterialsMETAMeta Platforms$2,985,545$76,656 ▲2.6%5,1800.2%Computer and TechnologyPYPLPayPal$2,957,260$31,777 ▼-1.1%45,3220.2%Computer and TechnologyACNAccenture$2,807,424$39,629 ▼-1.4%8,9970.2%Computer and TechnologyUNHUnitedHealth Group$2,802,586$563,031 ▼-16.7%5,3510.2%MedicalCRH PLC$2,763,050$58,500 ▲2.2%31,4090.2%COMIWOiShares Russell 2000 Growth ETF$2,759,4680.0%10,7990.2%ETFISHARES BITCOIN TRUST ETF$2,716,384$81,169 ▼-2.9%58,0300.2%ETFEWJiShares MSCI Japan ETF$2,400,217$2,400,217 ▲New Holding35,0090.2%ETFBLOCK INC CL A$2,389,162$23,797 ▼-1.0%43,9750.2%COMVANGUARD INDEX FUNDS 500 INDEX$2,368,6240.0%4,5750.2%MFNETCloudflare$2,359,278$2,359,278 ▲New Holding20,9360.2%Computer and TechnologyCSCOCisco Systems$2,265,436$2,345 ▲0.1%36,7110.1%Computer and TechnologyAPHAmphenol$2,167,6180.0%33,0480.1%Computer and TechnologyARISTA NETWORKS INC$2,019,129$3,630,403 ▼-64.3%26,0600.1%COMCRWDCrowdStrike$1,847,519$1,344,035 ▲266.9%5,2400.1%Computer and TechnologyRSGRepublic Services$1,826,3710.0%7,5420.1%Business ServicesITWIllinois Tool Works$1,809,4810.0%7,2960.1%IndustrialsHONHoneywell International$1,662,026$15,034 ▼-0.9%7,8490.1%Multi-Sector ConglomeratesPHParker-Hannifin$1,644,842$1,824 ▼-0.1%2,7060.1%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,640,488$170,805 ▲11.6%9,4700.1%ETFGWWW.W. Grainger$1,551,881$1,976 ▲0.1%1,5710.1%IndustrialsCMGChipotle Mexican Grill$1,528,694$1,528,694 ▲New Holding30,4460.1%Retail/WholesaleSONYSony Group$1,503,774$1,503,774 ▲New Holding59,2270.1%Consumer StaplesUNPUnion Pacific$1,458,782$7,323 ▲0.5%6,1750.1%TransportationPWRQuanta Services$1,456,960$103,960 ▼-6.7%5,7320.1%ConstructionDIASPDR Dow Jones Industrial Average ETF Trust$1,455,3040.0%3,4660.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,440,396$10,136 ▲0.7%2,7000.1%ETFCRMSalesforce$1,340,727$2,684 ▼-0.2%4,9960.1%Computer and TechnologyAMTAmerican Tower$1,326,054$438,464 ▲49.4%6,0940.1%FinanceShowing 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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