Moody Lynn & Co/
Latest statistics and disclosures from Moody Lynn & Lieberson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, NVDA, MSFT, GOOGL, AAPL, and represent 27.76% of Moody Lynn & Lieberson's stock portfolio.
- Added to shares of these 10 stocks: ORLY (+$14M), BLDR (+$8.9M), CVX (+$6.8M), XLF (+$5.2M), WFC, GOOGL, AAPL, BWXT, VWO, JNJ.
- Started 19 new stock positions in SWPPX, PLTR, TRP, PHM, BLDR, TWCUX, AMCR, FTAI, BWXT, RDDT. OAYMX, FDSVX, FNF, VBK, FKGRX, AZN, XLF, ABBNY, DKNG.
- Reduced shares in these 10 stocks: AVGO (-$8.6M), BRK.B (-$8.6M), GDX (-$7.3M), HUBS (-$5.6M), SAP, XYZ, , , IBM, PANW.
- Sold out of its positions in BMY, CARR, CMG, CL, FIS, FTNT, FCX, HES, EWJ, KKR. LOW, MCO, MSI, PR, RBLX, XYZ, TRI, TOST.
- Moody Lynn & Lieberson was a net seller of stock by $-11M.
- Moody Lynn & Lieberson has $1.9B in assets under management (AUM), dropping by 7.22%.
- Central Index Key (CIK): 0000938592
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Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 259 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.8 | $127M | -6% | 386k | 329.91 |
|
| NVIDIA Corporation (NVDA) | 6.5 | $120M | 645k | 186.58 |
|
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| Microsoft Corporation (MSFT) | 5.4 | $100M | 194k | 517.95 |
|
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| Alphabet Inc Class A cs (GOOGL) | 5.2 | $98M | +5% | 401k | 243.10 |
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| Apple (AAPL) | 3.8 | $70M | +6% | 276k | 254.63 |
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| Spdr Gold Shares Etf (GLD) | 3.6 | $67M | -3% | 190k | 355.47 |
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| JPMorgan Chase & Co. (JPM) | 3.4 | $63M | 199k | 315.43 |
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| Eli Lilly & Co. (LLY) | 3.3 | $62M | 81k | 763.00 |
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| Amazon (AMZN) | 2.9 | $55M | 249k | 219.57 |
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| Blackstone Group Inc Com Cl A (BX) | 2.6 | $49M | +3% | 288k | 170.85 |
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| MasterCard Incorporated (MA) | 2.4 | $45M | 79k | 568.81 |
|
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| Berkshire Hathaway (BRK.B) | 2.4 | $45M | -16% | 89k | 502.74 |
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| Netflix (NFLX) | 2.3 | $43M | 36k | 1198.92 |
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| Abbvie (ABBV) | 2.3 | $43M | +6% | 184k | 231.54 |
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| Morgan Stanley (MS) | 2.2 | $42M | +3% | 262k | 158.96 |
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| Waste Management (WM) | 2.2 | $41M | 186k | 220.83 |
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| Abbott Laboratories (ABT) | 1.9 | $35M | 264k | 133.94 |
|
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| Stryker Corporation (SYK) | 1.8 | $33M | +2% | 90k | 369.67 |
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| Eaton (ETN) | 1.7 | $32M | 86k | 374.25 |
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| Linde (LIN) | 1.7 | $31M | 65k | 475.00 |
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| Home Depot (HD) | 1.5 | $28M | 69k | 405.19 |
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| Servicenow (NOW) | 1.5 | $28M | -8% | 30k | 920.28 |
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| Ge Vernova (GEV) | 1.2 | $23M | 37k | 614.90 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $22M | -2% | 57k | 391.64 |
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| Johnson & Johnson (JNJ) | 1.2 | $22M | +14% | 117k | 185.42 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $19M | 40k | 485.02 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $18M | 29k | 609.32 |
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| Wells Fargo & Company (WFC) | 0.9 | $17M | +38% | 206k | 83.82 |
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| Chevron Corporation (CVX) | 0.9 | $17M | +66% | 110k | 155.29 |
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| Southern Company (SO) | 0.9 | $17M | +12% | 174k | 94.77 |
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| O'reilly Automotive (ORLY) | 0.8 | $14M | +3124% | 131k | 107.81 |
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| Hitachi (HTHIY) | 0.7 | $14M | +2% | 530k | 26.30 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $14M | -2% | 21k | 666.18 |
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| Intercontinental Exchange (ICE) | 0.7 | $13M | 78k | 168.48 |
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| Visa (V) | 0.7 | $13M | 38k | 341.38 |
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| Ferguson (FERG) | 0.7 | $13M | +20% | 57k | 224.58 |
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| Coca-Cola Company (KO) | 0.7 | $13M | 189k | 66.32 |
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| Alphabet Inc Class C cs (GOOG) | 0.6 | $12M | 48k | 243.55 |
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| McDonald's Corporation (MCD) | 0.6 | $11M | 37k | 303.89 |
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| General Electric (GE) | 0.6 | $11M | 35k | 300.82 |
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| Oracle Corporation (ORCL) | 0.5 | $9.6M | 34k | 281.24 |
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| Arista Networks (ANET) | 0.5 | $9.4M | 64k | 145.71 |
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| Pepsi (PEP) | 0.5 | $9.3M | +23% | 66k | 140.44 |
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| Builders FirstSource (BLDR) | 0.5 | $8.9M | NEW | 74k | 121.25 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $7.8M | -2% | 47k | 167.33 |
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| Gilead Sciences (GILD) | 0.4 | $7.4M | 67k | 111.00 |
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| Procter & Gamble Company (PG) | 0.4 | $7.3M | -4% | 48k | 153.65 |
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| Goldman Sachs (GS) | 0.3 | $6.3M | 7.9k | 796.35 |
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| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $5.8M | 18k | 328.17 |
|
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| Texas Instruments Incorporated (TXN) | 0.3 | $5.7M | 31k | 183.73 |
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| Spotify Technology Sa (SPOT) | 0.3 | $5.6M | +17% | 8.0k | 698.00 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $5.5M | 49k | 112.75 |
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| Automatic Data Processing (ADP) | 0.3 | $5.4M | 18k | 293.50 |
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| American Express Company (AXP) | 0.3 | $5.3M | -2% | 16k | 332.16 |
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| Financial Select Sector SPDR (XLF) | 0.3 | $5.2M | NEW | 96k | 53.87 |
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| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.3 | $5.0M | +44% | 24k | 209.26 |
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| Shopify Inc cl a (SHOP) | 0.3 | $5.0M | 33k | 148.61 |
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| L3harris Technologies (LHX) | 0.3 | $4.9M | 16k | 305.41 |
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| Palo Alto Networks (PANW) | 0.3 | $4.9M | -39% | 24k | 203.62 |
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| Mondelez Int (MDLZ) | 0.3 | $4.7M | 75k | 62.47 |
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| IDEXX Laboratories (IDXX) | 0.3 | $4.7M | 7.3k | 638.89 |
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| Sherwin-Williams Company (SHW) | 0.2 | $4.3M | -39% | 12k | 346.26 |
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| Hubspot (HUBS) | 0.2 | $4.2M | -57% | 9.0k | 467.80 |
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| Amphenol Corporation (APH) | 0.2 | $4.2M | 34k | 123.75 |
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| Bwx Technologies (BWXT) | 0.2 | $4.0M | NEW | 22k | 184.37 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $4.0M | -3% | 8.1k | 490.38 |
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| Cyberark Software (CYBR) | 0.2 | $4.0M | -25% | 8.2k | 483.15 |
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| Extra Space Storage (EXR) | 0.2 | $3.8M | -3% | 27k | 140.94 |
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| Wal-Mart Stores (WMT) | 0.2 | $3.7M | +142% | 36k | 103.06 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.2 | $3.5M | +870% | 65k | 54.18 |
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| Intuitive Surgical (ISRG) | 0.2 | $3.3M | 7.5k | 447.23 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $3.3M | 10k | 320.04 |
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| Sony Corporation (SONY) | 0.2 | $3.2M | +34% | 110k | 28.79 |
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| Merck & Co (MRK) | 0.2 | $3.1M | -3% | 37k | 83.93 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.2 | $2.9M | -18% | 6.3k | 468.41 |
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| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.8M | 4.6k | 617.35 |
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| Facebook Inc cl a (META) | 0.1 | $2.7M | 3.7k | 734.38 |
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| Cisco Systems (CSCO) | 0.1 | $2.5M | 37k | 68.42 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $2.5M | -35% | 27k | 93.37 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $2.5M | 105k | 23.65 |
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| Novartis (NVS) | 0.1 | $2.4M | +731% | 19k | 128.24 |
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| Church & Dwight (CHD) | 0.1 | $2.4M | -19% | 28k | 87.63 |
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| Quanta Services (PWR) | 0.1 | $2.4M | +2% | 5.8k | 414.42 |
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| Axon Enterprise (AXON) | 0.1 | $2.2M | -58% | 3.0k | 717.64 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.1M | +2% | 2.8k | 758.15 |
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| AstraZeneca (AZN) | 0.1 | $1.9M | NEW | 25k | 76.72 |
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| Illinois Tool Works (ITW) | 0.1 | $1.9M | 7.3k | 260.76 |
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| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.8M | 9.3k | 189.70 |
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| Republic Services (RSG) | 0.1 | $1.8M | 7.7k | 229.48 |
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| Accenture (ACN) | 0.1 | $1.7M | -21% | 7.1k | 246.60 |
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| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.6M | 2.7k | 596.03 |
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| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.6M | 3.5k | 463.74 |
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| Crh (CRH) | 0.1 | $1.5M | +4% | 13k | 119.90 |
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| W.W. Grainger (GWW) | 0.1 | $1.5M | 1.6k | 952.96 |
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| Iron Mountain (IRM) | 0.1 | $1.5M | +2% | 15k | 101.94 |
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| Old Westbury Funds Inc Large C MF (OWLSX) | 0.1 | $1.4M | -67% | 62k | 22.82 |
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| HEICO Corporation (HEI) | 0.1 | $1.4M | +3% | 4.4k | 322.82 |
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| Blackrock (BLK) | 0.1 | $1.4M | -8% | 1.2k | 1165.87 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.4M | 5.3k | 258.36 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | -62% | 1.5k | 925.63 |
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| Marriott International (MAR) | 0.1 | $1.3M | -16% | 5.0k | 260.44 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | -3% | 24k | 51.59 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | -10% | 5.2k | 236.37 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.2M | +8% | 5.1k | 241.96 |
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| Trane Technologies (TT) | 0.1 | $1.2M | +3% | 2.8k | 421.96 |
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| TJX Companies (TJX) | 0.1 | $1.2M | -5% | 8.1k | 144.54 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.2M | 9.7k | 120.72 |
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| Public Storage (PSA) | 0.1 | $1.2M | 4.0k | 288.85 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.1M | 5.3k | 215.79 |
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| Cabot Corporation (CBT) | 0.1 | $1.1M | 15k | 76.05 |
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| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.1M | 24k | 47.22 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | 9.7k | 114.50 |
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| salesforce (CRM) | 0.1 | $1.1M | 4.6k | 237.00 |
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| Eastern Bankshares (EBC) | 0.1 | $1.1M | +30% | 60k | 18.15 |
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| Reddit (RDDT) | 0.1 | $1.1M | NEW | 4.7k | 229.99 |
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| Curtiss-Wright (CW) | 0.1 | $1.1M | +3% | 2.0k | 542.94 |
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| Altria (MO) | 0.1 | $1.0M | 16k | 66.06 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $1.0M | +2% | 14k | 76.62 |
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| Mettler-Toledo International (MTD) | 0.1 | $994k | +7% | 810.00 | 1227.61 |
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| Agnico (AEM) | 0.1 | $976k | +19% | 5.8k | 168.56 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $955k | -8% | 10k | 91.43 |
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| Honeywell International (HON) | 0.0 | $906k | -41% | 4.3k | 210.50 |
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| Packaging Corporation of America (PKG) | 0.0 | $901k | +40% | 4.1k | 217.93 |
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| Yum! Brands (YUM) | 0.0 | $901k | -10% | 5.9k | 152.00 |
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| Ishares S&p Midcap Fund Etf (IJH) | 0.0 | $898k | 14k | 65.26 |
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| UnitedHealth (UNH) | 0.0 | $877k | -3% | 2.5k | 345.30 |
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| Nike (NKE) | 0.0 | $872k | +24% | 13k | 69.73 |
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| Health Care SPDR (XLV) | 0.0 | $863k | 6.2k | 139.17 |
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| Commercial Metals Company (CMC) | 0.0 | $836k | +2% | 15k | 57.28 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $832k | -5% | 1.4k | 612.38 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $815k | +2% | 9.2k | 88.76 |
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| Valero Energy Corporation (VLO) | 0.0 | $801k | 4.7k | 170.26 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $797k | 605.00 | 1318.02 |
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| Msci (MSCI) | 0.0 | $797k | +2% | 1.4k | 567.41 |
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| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $786k | 29k | 27.47 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $780k | 5.4k | 144.37 |
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| Amgen (AMGN) | 0.0 | $777k | 2.8k | 282.20 |
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| American Tower Reit (AMT) | 0.0 | $776k | -73% | 4.0k | 192.32 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $763k | 7.9k | 96.55 |
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| Palantir Technologies (PLTR) | 0.0 | $761k | NEW | 4.2k | 182.42 |
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| Intuit (INTU) | 0.0 | $759k | -33% | 1.1k | 682.91 |
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| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $758k | 24k | 31.22 |
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| Williams Companies (WMB) | 0.0 | $713k | +2% | 11k | 63.35 |
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| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $713k | -8% | 2.4k | 293.79 |
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| PNM Resources (TXNM) | 0.0 | $710k | +2% | 13k | 56.55 |
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| International Business Machines (IBM) | 0.0 | $710k | -82% | 2.5k | 282.16 |
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| Starbucks Corporation (SBUX) | 0.0 | $699k | 8.3k | 84.60 |
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| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $695k | -91% | 9.1k | 76.40 |
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| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $693k | -4% | 5.8k | 118.83 |
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| New Perspective Fund MF (ANWPX) | 0.0 | $692k | 9.4k | 73.53 |
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| Broadridge Financial Solutions (BR) | 0.0 | $685k | +2% | 2.9k | 238.17 |
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| Pfizer (PFE) | 0.0 | $680k | -9% | 27k | 25.48 |
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| Fidelity Asset Mgr MF (FSANX) | 0.0 | $654k | 37k | 17.59 |
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| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $645k | +87% | 2.8k | 232.97 |
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| Watsco, Incorporated (WSO) | 0.0 | $641k | +2% | 1.6k | 404.30 |
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| Performance Food (PFGC) | 0.0 | $626k | -62% | 6.0k | 104.04 |
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| Emerson Electric (EMR) | 0.0 | $609k | 4.6k | 131.18 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $603k | -30% | 1.7k | 352.75 |
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| Asml Holding (ASML) | 0.0 | $602k | -44% | 622.00 | 968.09 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $600k | 6.4k | 93.25 |
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| Lam Research (LRCX) | 0.0 | $593k | 4.4k | 133.90 |
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| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $592k | 11k | 54.71 |
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| Nextera Energy (NEE) | 0.0 | $581k | -25% | 7.7k | 75.49 |
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| Travelers Companies (TRV) | 0.0 | $576k | -10% | 2.1k | 279.22 |
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| Cheniere Energy (LNG) | 0.0 | $572k | 2.4k | 234.98 |
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| Snap-on Incorporated (SNA) | 0.0 | $568k | +2% | 1.6k | 346.53 |
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| Analog Devices (ADI) | 0.0 | $549k | -22% | 2.2k | 245.70 |
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| Dover Corporation (DOV) | 0.0 | $541k | +3% | 3.2k | 166.83 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $534k | -32% | 5.8k | 91.77 |
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| Enterprise Products Partners (EPD) | 0.0 | $524k | +3% | 17k | 31.27 |
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| Danaher Corporation (DHR) | 0.0 | $505k | -31% | 2.5k | 198.26 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $498k | 744.00 | 669.30 |
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| Pulte (PHM) | 0.0 | $490k | NEW | 3.7k | 132.13 |
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| Schwab Capital Trust S&p 500id MF (SWPPX) | 0.0 | $486k | NEW | 28k | 17.27 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $481k | -5% | 3.4k | 142.10 |
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| Simon Property (SPG) | 0.0 | $474k | 2.5k | 187.67 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $472k | -7% | 945.00 | 499.21 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $470k | 7.8k | 59.92 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $466k | 14k | 34.49 |
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| Wec Energy Group (WEC) | 0.0 | $462k | -10% | 4.0k | 114.59 |
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| Blackstone Real Estate Income | 0.0 | $448k | 32k | 13.83 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $441k | +9% | 2.9k | 150.86 |
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| Sap (SAP) | 0.0 | $439k | -91% | 1.6k | 267.21 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $436k | 2.1k | 206.51 |
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| Corning Incorporated (GLW) | 0.0 | $431k | +12% | 5.3k | 82.03 |
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| ConocoPhillips (COP) | 0.0 | $421k | -20% | 4.5k | 94.59 |
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| Franklin Custodian Funds Growt MF (FKGRX) | 0.0 | $418k | NEW | 2.8k | 151.52 |
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| Allstate Corporation (ALL) | 0.0 | $415k | -4% | 1.9k | 214.65 |
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| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $413k | 8.1k | 51.15 |
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| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $407k | 5.7k | 71.37 |
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| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $400k | 9.1k | 44.20 |
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| PNC Financial Services (PNC) | 0.0 | $400k | 2.0k | 200.93 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $399k | 1.2k | 332.69 |
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| Invesco Qqq Trust Etf (QQQ) | 0.0 | $397k | 662.00 | 600.37 |
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| Fiserv (FI) | 0.0 | $381k | -33% | 3.0k | 128.93 |
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| H&R Block (HRB) | 0.0 | $371k | +2% | 7.3k | 50.57 |
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| Loews Corporation (L) | 0.0 | $369k | +2% | 3.7k | 100.39 |
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| Fidelity Contrafund MF (FCNTX) | 0.0 | $363k | 15k | 24.76 |
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| Norfolk Southern (NSC) | 0.0 | $359k | +12% | 1.2k | 300.41 |
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| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $359k | 2.8k | 128.49 |
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| Waters Corporation (WAT) | 0.0 | $355k | 1.2k | 299.81 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $350k | 5.1k | 68.58 |
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| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.0 | $347k | -13% | 19k | 18.40 |
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| Chubb (CB) | 0.0 | $346k | 1.2k | 282.25 |
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| Dominion Resources (D) | 0.0 | $346k | 5.7k | 61.17 |
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| U.S. Bancorp (USB) | 0.0 | $344k | -9% | 7.1k | 48.33 |
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| Verizon Communications (VZ) | 0.0 | $338k | -2% | 7.7k | 43.95 |
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| NRG Energy (NRG) | 0.0 | $325k | 2.0k | 161.95 |
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| Ecolab (ECL) | 0.0 | $322k | -43% | 1.2k | 273.86 |
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $322k | 1.6k | 206.91 |
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| Jacobs Engineering Group (J) | 0.0 | $317k | 2.1k | 149.86 |
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| Intel Corporation (INTC) | 0.0 | $317k | 9.4k | 33.55 |
|
|
| Philip Morris International (PM) | 0.0 | $312k | 1.9k | 162.20 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $310k | +4% | 5.9k | 52.34 |
|
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $309k | 10k | 30.14 |
|
|
| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $304k | 3.6k | 84.49 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $302k | 1.5k | 196.23 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $301k | 3.6k | 83.46 |
|
|
| Copart (CPRT) | 0.0 | $297k | -34% | 6.6k | 44.97 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $295k | 1.4k | 203.59 |
|
|
| Draftkings (DKNG) | 0.0 | $283k | NEW | 7.6k | 37.40 |
|
| Dutch Bros (BROS) | 0.0 | $282k | +3% | 5.4k | 52.34 |
|
| Prologis (PLD) | 0.0 | $279k | +11% | 2.4k | 114.52 |
|
| Deere & Company (DE) | 0.0 | $276k | 603.00 | 457.26 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $267k | +12% | 4.6k | 57.80 |
|
| Airbus Se Un Adr (EADSY) | 0.0 | $266k | 4.6k | 58.22 |
|
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $266k | 7.9k | 33.61 |
|
|
| Ftai Aviation (FTAI) | 0.0 | $264k | NEW | 1.6k | 166.86 |
|
| Cadence Bank (CADE) | 0.0 | $260k | 6.9k | 37.54 |
|
|
| Xylem (XYL) | 0.0 | $256k | 1.7k | 147.50 |
|
|
| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $251k | 2.8k | 89.13 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $250k | 2.3k | 108.60 |
|
|
| Harris Assoc Inv Tr Oakmark Ad MF (OAYMX) | 0.0 | $250k | NEW | 1.5k | 165.92 |
|
| American Electric Power Company (AEP) | 0.0 | $248k | 2.2k | 112.50 |
|
|
| EQT Corporation (EQT) | 0.0 | $245k | +13% | 4.5k | 54.43 |
|
| Coca Cola European Partners (CCEP) | 0.0 | $242k | 2.7k | 90.41 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $238k | 6.9k | 34.42 |
|
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $235k | -8% | 3.5k | 67.07 |
|
| Booking Holdings (BKNG) | 0.0 | $232k | 43.00 | 5399.28 |
|
|
| Rollins (ROL) | 0.0 | $231k | +4% | 3.9k | 58.74 |
|
| Tc Energy Corp (TRP) | 0.0 | $231k | NEW | 4.3k | 54.41 |
|
| Fnf (FNF) | 0.0 | $231k | NEW | 3.8k | 60.49 |
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $229k | 2.4k | 95.14 |
|
|
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $228k | 1.0k | 222.17 |
|
|
| Abb (ABBNY) | 0.0 | $226k | NEW | 3.1k | 71.95 |
|
| Brown Advisory Funds Sustnble MF (BIAWX) | 0.0 | $224k | 3.9k | 57.30 |
|
|
| Oneok (OKE) | 0.0 | $220k | -55% | 3.0k | 72.97 |
|
| Amcor (AMCR) | 0.0 | $214k | NEW | 26k | 8.18 |
|
| American Century Mutual Funds MF (TWCUX) | 0.0 | $213k | NEW | 2.1k | 103.47 |
|
| Vanguard Small-cap Growth Inde Etf (VBK) | 0.0 | $213k | NEW | 715.00 | 297.62 |
|
| S&p Global (SPGI) | 0.0 | $212k | 435.00 | 486.71 |
|
|
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $210k | 5.3k | 39.61 |
|
|
| Fidelity Growth Discovery MF (FDSVX) | 0.0 | $208k | NEW | 3.0k | 69.24 |
|
| MercadoLibre (MELI) | 0.0 | $203k | 87.00 | 2336.94 |
|
|
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $188k | 18k | 10.42 |
|
|
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $128k | +19% | 21k | 6.23 |
|
| Elicio Therapeutics (ELTX) | 0.0 | $109k | 10k | 10.94 |
|
|
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $107k | 11k | 9.73 |
|
|
| Searchlight Minerals (SRCH) | 0.0 | $121.500000 | 27k | 0.00 |
|
Past Filings by Moody Lynn & Lieberson
SEC 13F filings are viewable for Moody Lynn & Lieberson going back to 2011
- Moody Lynn & Lieberson 2025 Q3 filed Oct. 20, 2025
- Moody Lynn & Lieberson 2025 Q2 filed July 17, 2025
- Moody Lynn & Lieberson 2025 Q1 filed April 28, 2025
- Moody Lynn & Lieberson 2024 Q4 filed Jan. 21, 2025
- Moody Lynn & Lieberson 2024 Q3 filed Oct. 23, 2024
- Moody Lynn & Lieberson 2024 Q2 filed July 25, 2024
- Moody Lynn & Lieberson 2024 Q1 filed April 23, 2024
- Moody Lynn & Lieberson 2023 Q4 filed Jan. 24, 2024
- Moody Lynn & Lieberson 2023 Q3 filed Oct. 24, 2023
- Moody Lynn & Lieberson 2023 Q2 filed July 27, 2023
- Moody Lynn & Lieberson 2023 Q1 filed May 2, 2023
- Moody Lynn & Lieberson 2022 Q4 filed Feb. 1, 2023
- Moody Lynn & Lieberson 2022 Q3 filed Oct. 26, 2022
- Moody Lynn & Lieberson 2022 Q2 filed July 28, 2022
- Moody Lynn & Lieberson 2022 Q1 filed April 27, 2022
- Moody Lynn & Lieberson 2021 Q4 filed Jan. 26, 2022