Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024)

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About Moody Lynn & Lieberson, LLC

Investment Activity

Moody Lynn & Lieberson, LLC has $1.49 billion in total holdings as of March 31, 2024.
Moody Lynn & Lieberson, LLC owns shares of 236 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 6.77% of the portfolio was purchased this quarter.
About 5.72% of the portfolio was sold this quarter.
This quarter, Moody Lynn & Lieberson, LLC has purchased 231 new stocks and bought additional shares in 78 stocks.
Moody Lynn & Lieberson, LLC sold shares of 70 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Microsoft: $81,768,227
Broadcom: $77,195,855
NVIDIA: $76,761,962
Eli Lilly and Company: $70,932,837
Alphabet: $57,528,328

Largest New Holdings this Quarter

Ferguson: $11,022,852 Holding
iShares MSCI Japan ETF: $5,719,630 Holding
Neurocrine Biosciences: $3,093,270 Holding
BRINKER CAP DESTINATIONS TR DE: $385,964 Holding
Super Micro Computer: $328,260 Holding

Largest Purchases this Quarter

Uber Technologies: 183,783 shares (about $14.15M)
AbbVie: 69,276 shares (about $12.62M)
Ferguson: 50,464 shares (about $11.02M)
iShares MSCI Japan ETF: 80,163 shares (about $5.72M)
Amazon.com: 31,629 shares (about $5.71M)

Largest Sales this Quarter

Bristol-Myers Squibb: 197,747 shares (about $10.72M)
Lockheed Martin: 12,861 shares (about $5.85M)
NVIDIA: 5,679 shares (about $5.13M)
Exxon Mobil: 42,806 shares (about $4.98M)
Palo Alto Networks: 13,770 shares (about $3.91M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$81,768,227	$221,720 ▲	0.3%	194,353	5.5%	Computer and Technology
AVGO Broadcom	$77,195,855	$206,764 ▼	-0.3%	58,243	5.2%	Computer and Technology
NVDA NVIDIA	$76,761,962	$5,131,319 ▼	-6.3%	84,955	5.2%	Computer and Technology
LLY Eli Lilly and Company	$70,932,837	$231,832 ▲	0.3%	91,178	4.8%	Medical
GOOGL Alphabet	$57,528,328	$2,485,364 ▼	-4.1%	381,159	3.9%	Computer and Technology
AAPL Apple	$50,191,167	$824,476 ▼	-1.6%	292,694	3.4%	Computer and Technology
BRK.B Berkshire Hathaway	$46,791,681	$122,371 ▲	0.3%	111,271	3.1%	Finance
MA Mastercard	$39,951,047	$2,205,109 ▲	5.8%	82,960	2.7%	Business Services
WM Waste Management	$38,616,812	$28,562 ▲	0.1%	181,172	2.6%	Business Services
JPM JPMorgan Chase & Co.	$38,461,406	$344,917 ▲	0.9%	192,019	2.6%	Finance
AMZN Amazon.com	$37,932,110	$5,705,239 ▲	17.7%	210,290	2.6%	Retail/Wholesale
BX Blackstone	$35,840,758	$243,560 ▲	0.7%	272,823	2.4%	Finance
GLD SPDR Gold Shares	$32,072,365	$832,137 ▼	-2.5%	155,903	2.2%	Finance
ABBV AbbVie	$31,528,361	$12,615,132 ▲	66.7%	173,138	2.1%	Medical
LINDE PLC	$29,702,086	$152,761 ▲	0.5%	63,969	2.0%	COM
TMO Thermo Fisher Scientific	$28,617,618	$134,841 ▲	0.5%	49,238	1.9%	Medical
ABT Abbott Laboratories	$27,340,117	$2,804,333 ▲	11.4%	240,543	1.8%	Medical
VRTX Vertex Pharmaceuticals	$25,904,916	$1,028,723 ▲	4.1%	61,972	1.7%	Medical
HD Home Depot	$25,683,938	$44,498 ▲	0.2%	66,955	1.7%	Retail/Wholesale
ETN Eaton	$25,449,025	$38,772 ▲	0.2%	81,390	1.7%	Industrial Products
NOW ServiceNow	$24,764,277	$429,231 ▲	1.8%	32,482	1.7%	Computer and Technology
SYK Stryker	$24,488,686	$1,779,330 ▲	7.8%	68,429	1.6%	Medical
NFLX Netflix	$21,439,964	$1,806,199 ▲	9.2%	35,302	1.4%	Consumer Discretionary
HON Honeywell International	$20,521,511	$83,947 ▼	-0.4%	99,983	1.4%	Multi-Sector Conglomerates
MS Morgan Stanley	$19,833,015	$786,801 ▼	-3.8%	210,631	1.3%	Finance
PEP PepsiCo	$18,707,519	$1,794,028 ▼	-8.8%	106,894	1.3%	Consumer Staples
JNJ Johnson & Johnson	$17,240,970	$2,707,264 ▼	-13.6%	108,989	1.2%	Medical
CVX Chevron	$17,233,568	$1,419,660 ▲	9.0%	109,253	1.2%	Oils/Energy
LMT Lockheed Martin	$16,999,402	$5,850,083 ▼	-25.6%	37,372	1.1%	Aerospace
UBER Uber Technologies	$16,508,042	$14,149,453 ▲	599.9%	214,418	1.1%	Computer and Technology
MRK Merck & Co., Inc.	$15,645,707	$2,101,700 ▲	15.5%	118,573	1.1%	Medical
V Visa	$15,200,092	$457,412 ▲	3.1%	54,465	1.0%	Business Services
MDB MongoDB	$14,297,542	$269,697 ▲	1.9%	39,866	1.0%	Computer and Technology
MCD McDonald's	$12,212,382	$264,751 ▲	2.2%	43,314	0.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$11,179,648	$109,845 ▼	-1.0%	21,373	0.8%	Finance
MAR Marriott International	$11,030,993	$113,539 ▲	1.0%	43,720	0.7%	Consumer Discretionary
FERG Ferguson	$11,022,852	$11,022,852 ▲	New Holding	50,464	0.7%	Industrial Products
PG Procter & Gamble	$8,856,592	$541,105 ▼	-5.8%	54,586	0.6%	Consumer Staples
NVO Novo Nordisk A/S	$8,338,296	$46,224 ▼	-0.6%	64,940	0.6%	Medical
TXN Texas Instruments	$8,312,430	$135,361 ▼	-1.6%	47,715	0.6%	Computer and Technology
AMD Advanced Micro Devices	$8,187,568	$472,342 ▲	6.1%	45,363	0.6%	Computer and Technology
GOOG Alphabet	$7,938,836	$104,298 ▼	-1.3%	52,140	0.5%	Computer and Technology
KO Coca-Cola	$7,566,681	$1,065,817 ▼	-12.3%	123,679	0.5%	Consumer Staples
MDLZ Mondelez International	$6,982,010	$2,439,500 ▲	53.7%	99,743	0.5%	Consumer Staples
NOC Northrop Grumman	$6,205,827	$872,597 ▲	16.4%	12,965	0.4%	Aerospace
ISRG Intuitive Surgical	$6,059,783	$3,375,104 ▲	125.7%	15,184	0.4%	Medical
ANET Arista Networks	$5,864,556	$4,010,424 ▲	216.3%	20,224	0.4%	Computer and Technology
ORCL Oracle	$5,792,631	$2,248,042 ▲	63.4%	46,116	0.4%	Computer and Technology
PANW Palo Alto Networks	$5,791,990	$3,912,470 ▼	-40.3%	20,385	0.4%	Computer and Technology
CRM Salesforce	$5,723,625	$3,625,605 ▲	172.8%	19,004	0.4%	Computer and Technology
EWJ iShares MSCI Japan ETF	$5,719,630	$5,719,630 ▲	New Holding	80,163	0.4%	ETF
TEAM Atlassian	$4,714,053	$374,026 ▲	8.6%	24,161	0.3%	Computer and Technology
CRWD CrowdStrike	$4,618,099	$1,699,448 ▼	-26.9%	14,405	0.3%	Computer and Technology
ADP Automatic Data Processing	$4,602,458	$21,727 ▼	-0.5%	18,429	0.3%	Business Services
IBM International Business Machines	$4,555,733	$1,372,430 ▲	43.1%	23,857	0.3%	Computer and Technology
INTU Intuit	$4,536,350	$42,250 ▼	-0.9%	6,979	0.3%	Computer and Technology
SO Southern	$4,486,404	$3,013,367 ▼	-40.2%	62,537	0.3%	Utilities
VTI Vanguard Total Stock Market ETF	$4,453,436	$32,748 ▲	0.7%	17,135	0.3%	ETF
GE General Electric	$4,446,350	$161,839 ▼	-3.5%	25,331	0.3%	Transportation
REGN Regeneron Pharmaceuticals	$4,403,392	$52,937 ▲	1.2%	4,575	0.3%	Medical
INDA iShares MSCI India ETF	$4,248,694	$19,088 ▼	-0.4%	82,355	0.3%	ETF
UNH UnitedHealth Group	$4,176,752	$314,629 ▼	-7.0%	8,443	0.3%	Medical
EXR Extra Space Storage	$4,128,348	$1,331,526 ▼	-24.4%	28,084	0.3%	Finance
EL Estée Lauder Companies	$4,049,829	$781,849 ▲	23.9%	26,272	0.3%	Consumer Staples
CDNS Cadence Design Systems	$3,978,470		0.0%	12,781	0.3%	Computer and Technology
IDXX IDEXX Laboratories	$3,905,314	$16,198 ▲	0.4%	7,233	0.3%	Medical
AXON Axon Enterprise	$3,734,223	$24,718 ▼	-0.7%	11,935	0.3%	Industrial Products
AXP American Express	$3,678,332	$3,340,440 ▲	988.6%	16,155	0.2%	Finance
SNPS Synopsys	$3,639,883		0.0%	6,369	0.2%	Computer and Technology
CHD Church & Dwight	$3,622,686	$320,127 ▲	9.7%	34,730	0.2%	Consumer Staples
SHW Sherwin-Williams	$3,389,941	$725,572 ▲	27.2%	9,760	0.2%	Construction
GS The Goldman Sachs Group	$3,382,871	$248,526 ▼	-6.8%	8,099	0.2%	Finance
ADBE Adobe	$3,349,535	$2,334,784 ▼	-41.1%	6,638	0.2%	Computer and Technology
ATLKY Atlas Copco	$3,245,026	$40,995 ▲	1.3%	191,560	0.2%	Industrial Products
URI United Rentals	$3,204,613	$820,623 ▼	-20.4%	4,444	0.2%	Construction
ACN Accenture	$3,183,266	$361,861 ▼	-10.2%	9,184	0.2%	Business Services
NBIX Neurocrine Biosciences	$3,093,270	$3,093,270 ▲	New Holding	22,428	0.2%	Medical
XOM Exxon Mobil	$3,036,538	$4,975,770 ▼	-62.1%	26,123	0.2%	Oils/Energy
ASML ASML	$3,028,837	$2,548,454 ▲	530.5%	3,121	0.2%	Computer and Technology
CTRA Coterra Energy	$2,932,948	$354,048 ▲	13.7%	105,199	0.2%	Oils/Energy
IWO iShares Russell 2000 Growth ETF	$2,924,369		0.0%	10,799	0.2%	ETF
BMY Bristol-Myers Squibb	$2,736,934	$10,723,820 ▼	-79.7%	50,469	0.2%	Medical
ITW Illinois Tool Works	$2,536,255		0.0%	9,452	0.2%	Industrial Products
SHOP Shopify	$2,372,900	$627,315 ▼	-20.9%	30,749	0.2%	Computer and Technology
RTX RTX	$2,297,514	$15,312 ▼	-0.7%	23,557	0.2%	Aerospace
VANGUARD INDEX FUNDS 500 INDEX	$2,233,621		0.0%	4,607	0.2%	MF
META Meta Platforms	$2,164,230	$54,385 ▲	2.6%	4,457	0.1%	Computer and Technology
CSCO Cisco Systems	$1,966,504	$3,993 ▼	-0.2%	39,401	0.1%	Computer and Technology
APH Amphenol	$1,902,814	$57,214 ▲	3.1%	16,496	0.1%	Computer and Technology
HES Hess	$1,848,776	$45,792 ▲	2.5%	12,112	0.1%	Oils/Energy
SPOT Spotify Technology	$1,795,312		0.0%	6,803	0.1%	Business Services
DHR Danaher	$1,655,893	$22,475 ▼	-1.3%	6,631	0.1%	Multi-Sector Conglomerates
UNP Union Pacific	$1,632,975	$16,477 ▼	-1.0%	6,640	0.1%	Transportation
GWW W.W. Grainger	$1,588,005		0.0%	1,561	0.1%	Industrial Products
PWR Quanta Services	$1,587,118	$1,819 ▲	0.1%	6,109	0.1%	Construction
PH Parker-Hannifin	$1,496,742	$1,667 ▲	0.1%	2,693	0.1%	Industrial Products
OTIS Otis Worldwide	$1,477,138	$547,871 ▼	-27.1%	14,880	0.1%	Construction
RSG Republic Services	$1,437,523	$1,914 ▲	0.1%	7,509	0.1%	Business Services
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,405,684	$8,353 ▼	-0.6%	3,534	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$1,402,684		0.0%	2,521	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information