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, LLY, AAPL, and represent 25.52% of Moody Lynn & Lieberson's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$80M), FERG (+$12M), XOM (+$11M), OWLSX (+$8.9M), GLD (+$7.4M), HTHIY (+$6.6M), ICE (+$5.8M), ABBV (+$5.1M), SO, VRTX.
- Started 35 new stock positions in CADE, Old Wesbury Small& Mid Cap, ONEQ, UL, AEP, NRG, CYBR, KKR, BR, IWD.
- Reduced shares in these 10 stocks: NVDA (-$12M), Ferguson Plc F (-$12M), GEV (-$6.4M), MRK (-$6.3M), CVX (-$6.3M), NVO (-$6.1M), MAR (-$5.5M), CDNS, SNPS, CRWD.
- Sold out of its positions in AZN, TEAM, BHP, CDNS, DDOG, EOG, ENTG, FLR, HEFA, EL. QCOM, SWK, SMCI, SNPS, Ferguson Plc F.
- Moody Lynn & Lieberson was a net buyer of stock by $109M.
- Moody Lynn & Lieberson has $1.6B in assets under management (AUM), dropping by 6.23%.
- Central Index Key (CIK): 0000938592
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Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 255 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.5 | $90M | +798% | 522k | 172.50 |
|
| NVIDIA Corporation (NVDA) | 5.5 | $90M | -11% | 740k | 121.44 |
|
| Microsoft Corporation (MSFT) | 5.2 | $84M | 194k | 430.30 |
|
|
| Eli Lilly & Co. (LLY) | 4.9 | $79M | -2% | 90k | 885.94 |
|
| Apple (AAPL) | 4.4 | $71M | 306k | 233.00 |
|
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| Alphabet Inc Class A cs (GOOGL) | 3.9 | $64M | -3% | 383k | 165.85 |
|
| Berkshire Hathaway (BRK.B) | 3.1 | $51M | 111k | 460.26 |
|
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| Spdr Gold Shares Etf (GLD) | 2.8 | $45M | +19% | 184k | 243.06 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.6 | $42M | 277k | 153.13 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $41M | 194k | 210.86 |
|
|
| Amazon (AMZN) | 2.4 | $39M | -3% | 210k | 186.33 |
|
| MasterCard Incorporated (MA) | 2.3 | $38M | -3% | 76k | 493.80 |
|
| Waste Management (WM) | 2.3 | $37M | 179k | 207.60 |
|
|
| Abbvie (ABBV) | 2.2 | $36M | +16% | 181k | 197.48 |
|
| Thermo Fisher Scientific (TMO) | 2.1 | $34M | +10% | 55k | 618.57 |
|
| Linde (LIN) | 1.9 | $31M | 64k | 476.86 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $30M | +15% | 65k | 465.08 |
|
| Home Depot (HD) | 1.7 | $27M | 67k | 405.20 |
|
|
| Abbott Laboratories (ABT) | 1.7 | $27M | 235k | 114.01 |
|
|
| Servicenow (NOW) | 1.6 | $26M | 29k | 894.39 |
|
|
| Eaton (ETN) | 1.6 | $26M | 78k | 331.44 |
|
|
| Lockheed Martin Corporation (LMT) | 1.6 | $25M | +6% | 43k | 584.56 |
|
| Netflix (NFLX) | 1.5 | $25M | 35k | 709.27 |
|
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| Stryker Corporation (SYK) | 1.5 | $25M | 69k | 361.26 |
|
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| Morgan Stanley (MS) | 1.4 | $22M | 212k | 104.24 |
|
|
| Johnson & Johnson (JNJ) | 1.3 | $21M | +14% | 131k | 162.06 |
|
| Pepsi (PEP) | 1.3 | $21M | +14% | 124k | 170.05 |
|
| Southern Company (SO) | 0.9 | $15M | +46% | 162k | 90.18 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $14M | +332% | 120k | 117.22 |
|
| Uber Technologies (UBER) | 0.9 | $14M | +15% | 186k | 75.16 |
|
| Visa (V) | 0.8 | $14M | 49k | 274.95 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $13M | +2% | 44k | 304.51 |
|
| Spdr S&p 500 Etf Etf (SPY) | 0.8 | $12M | 21k | 573.76 |
|
|
| Ferguson (FERG) | 0.8 | $12M | NEW | 62k | 198.57 |
|
| Chevron Corporation (CVX) | 0.7 | $11M | -36% | 74k | 147.27 |
|
| Ge Vernova (GEV) | 0.6 | $10M | -38% | 41k | 254.98 |
|
| Coca-Cola Company (KO) | 0.6 | $10M | +15% | 143k | 71.86 |
|
| Procter & Gamble Company (PG) | 0.6 | $9.7M | +2% | 56k | 173.20 |
|
| Old Westbury Funds Inc Large C MF (OWLSX) | 0.6 | $9.5M | +1480% | 457k | 20.86 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $9.5M | -2% | 46k | 206.57 |
|
| Mondelez Int (MDLZ) | 0.6 | $9.1M | +71% | 124k | 73.67 |
|
| Alphabet Inc Class C cs (GOOG) | 0.6 | $9.0M | +4% | 54k | 167.19 |
|
| Merck & Co (MRK) | 0.5 | $8.8M | -41% | 77k | 113.56 |
|
| Hitachi (HTHIY) | 0.5 | $8.0M | +482% | 151k | 53.00 |
|
| Arista Networks (ANET) | 0.5 | $7.4M | -4% | 19k | 383.82 |
|
| Intuitive Surgical (ISRG) | 0.5 | $7.4M | 15k | 491.27 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $7.1M | -7% | 43k | 164.08 |
|
| Palo Alto Networks (PANW) | 0.4 | $7.0M | 20k | 341.80 |
|
|
| Northrop Grumman Corporation (NOC) | 0.4 | $6.9M | 13k | 528.07 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $5.8M | NEW | 36k | 160.64 |
|
| Marriott International (MAR) | 0.3 | $5.5M | -49% | 22k | 248.60 |
|
| Extra Space Storage (EXR) | 0.3 | $5.1M | 28k | 180.19 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $5.0M | 18k | 276.73 |
|
|
| UnitedHealth (UNH) | 0.3 | $4.9M | +4% | 8.4k | 584.68 |
|
| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $4.9M | 17k | 283.15 |
|
|
| General Electric (GE) | 0.3 | $4.8M | 25k | 188.58 |
|
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $4.6M | +81% | 117k | 39.82 |
|
| American Express Company (AXP) | 0.3 | $4.3M | 16k | 271.20 |
|
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| Newmont Mining Corporation (NEM) | 0.3 | $4.2M | +87% | 79k | 53.45 |
|
| Goldman Sachs (GS) | 0.2 | $3.9M | -2% | 7.9k | 495.11 |
|
| Agnico (AEM) | 0.2 | $3.9M | +1414% | 49k | 80.56 |
|
| Axon Enterprise (AXON) | 0.2 | $3.8M | -20% | 9.4k | 399.60 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $3.7M | 7.2k | 505.22 |
|
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| Church & Dwight (CHD) | 0.2 | $3.6M | 35k | 104.72 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $3.6M | -2% | 71k | 49.92 |
|
| Intuit (INTU) | 0.2 | $3.5M | +84% | 5.6k | 621.00 |
|
| Atlas Copco AB (ATLKY) | 0.2 | $3.5M | -7% | 179k | 19.36 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.3M | +348% | 3.8k | 886.53 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.2M | +14% | 8.5k | 381.67 |
|
| Accenture (ACN) | 0.2 | $3.2M | 9.1k | 353.48 |
|
|
| Motorola Solutions (MSI) | 0.2 | $3.2M | NEW | 7.0k | 449.63 |
|
| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $3.1M | 11k | 284.00 |
|
|
| NRG Energy (NRG) | 0.2 | $3.0M | NEW | 33k | 91.10 |
|
| International Business Machines (IBM) | 0.2 | $3.0M | +488% | 14k | 221.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.0M | 5.8k | 517.78 |
|
|
| Sap (SAP) | 0.2 | $3.0M | NEW | 13k | 229.10 |
|
| SPDR S&P Biotech (XBI) | 0.2 | $2.9M | 30k | 98.80 |
|
|
| Chubb (CB) | 0.2 | $2.9M | +519% | 10k | 288.39 |
|
| Facebook Inc cl a (META) | 0.2 | $2.9M | +11% | 5.0k | 572.44 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.9M | 24k | 121.16 |
|
|
| Crh (CRH) | 0.2 | $2.7M | NEW | 30k | 92.74 |
|
| Mongodb Inc. Class A (MDB) | 0.2 | $2.5M | +35% | 9.3k | 270.35 |
|
| Spotify Technology Sa (SPOT) | 0.2 | $2.5M | 6.8k | 368.53 |
|
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $2.5M | 105k | 23.95 |
|
|
| Vanguard Index Funds 500 Index MF (VFIAX) | 0.1 | $2.4M | 4.6k | 531.71 |
|
|
| Pfizer (PFE) | 0.1 | $2.4M | +48% | 83k | 28.94 |
|
| Global X Fds global x uranium (URA) | 0.1 | $2.4M | NEW | 83k | 28.61 |
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| Amphenol Corporation (APH) | 0.1 | $2.2M | 33k | 65.16 |
|
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| Cisco Systems (CSCO) | 0.1 | $2.1M | 39k | 53.22 |
|
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| Illinois Tool Works (ITW) | 0.1 | $2.0M | 7.6k | 262.07 |
|
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| Oracle Corporation (ORCL) | 0.1 | $1.9M | 11k | 170.40 |
|
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| Quanta Services (PWR) | 0.1 | $1.8M | 6.1k | 298.15 |
|
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| Honeywell International (HON) | 0.1 | $1.8M | -61% | 8.6k | 206.71 |
|
| Danaher Corporation (DHR) | 0.1 | $1.8M | -4% | 6.4k | 278.02 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.7M | 2.7k | 631.82 |
|
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| Cameco Corporation (CCJ) | 0.1 | $1.7M | NEW | 35k | 47.76 |
|
| Cabot Corporation (CBT) | 0.1 | $1.7M | 15k | 111.77 |
|
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| Novo Nordisk A/S (NVO) | 0.1 | $1.6M | -78% | 14k | 119.07 |
|
| W.W. Grainger (GWW) | 0.1 | $1.6M | 1.6k | 1038.81 |
|
|
| L3harris Technologies (LHX) | 0.1 | $1.6M | -5% | 6.7k | 237.87 |
|
| Iron Mountain (IRM) | 0.1 | $1.6M | 14k | 118.83 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.1k | 246.48 |
|
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| Republic Services (RSG) | 0.1 | $1.5M | 7.5k | 200.84 |
|
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| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.5M | 3.5k | 423.12 |
|
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.5M | 14k | 103.94 |
|
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| Public Storage (PSA) | 0.1 | $1.5M | 4.0k | 363.87 |
|
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| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.4M | 2.5k | 569.66 |
|
|
| salesforce (CRM) | 0.1 | $1.4M | -5% | 5.0k | 273.71 |
|
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.3M | -6% | 7.5k | 179.16 |
|
| Utilities SPDR (XLU) | 0.1 | $1.3M | NEW | 16k | 80.78 |
|
| Nike (NKE) | 0.1 | $1.2M | 14k | 88.40 |
|
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| BlackRock (BLK) | 0.1 | $1.2M | 1.3k | 949.51 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | +176% | 23k | 51.74 |
|
| Mettler-Toledo International (MTD) | 0.1 | $1.2M | 785.00 | 1499.70 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.1M | -6% | 5.2k | 220.89 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $1.1M | 11k | 100.67 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +19% | 14k | 80.75 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.1M | 12k | 95.75 |
|
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| HEICO Corporation (HEI) | 0.1 | $1.1M | 4.2k | 261.48 |
|
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| Alcon (ALC) | 0.1 | $1.1M | NEW | 11k | 100.07 |
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| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.1M | 24k | 45.86 |
|
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | +21% | 27k | 39.68 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.1M | -2% | 13k | 83.63 |
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| Amgen (AMGN) | 0.1 | $1.1M | -76% | 3.3k | 322.21 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.1M | -5% | 5.3k | 198.06 |
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| Trane Technologies (TT) | 0.1 | $1.0M | 2.7k | 388.73 |
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| Fidelity Asset Mgr MF (FSANX) | 0.1 | $1.0M | -13% | 64k | 16.32 |
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| Health Care SPDR (XLV) | 0.1 | $1.0M | +12% | 6.7k | 154.02 |
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| Old Westbury Funds Inc Sml Mid MF | 0.1 | $1.0M | NEW | 60k | 17.07 |
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| Ishares Biotechnology Fund Etf (IBB) | 0.1 | $1.0M | 7.0k | 145.60 |
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| TJX Companies (TJX) | 0.1 | $1.0M | 8.6k | 117.54 |
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| Nextera Energy (NEE) | 0.1 | $992k | +12% | 12k | 84.53 |
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| American Tower Reit (AMT) | 0.1 | $949k | 4.1k | 232.56 |
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| Yum! Brands (YUM) | 0.1 | $944k | 6.8k | 139.71 |
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| Walt Disney Company (DIS) | 0.1 | $919k | 9.6k | 96.19 |
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| Ishares S&p Midcap Fund Etf (IJH) | 0.1 | $888k | 14k | 62.32 |
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| Public Service Enterprise (PEG) | 0.1 | $864k | +50% | 9.7k | 89.21 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $863k | 605.00 | 1427.13 |
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| Altria (MO) | 0.1 | $850k | 17k | 51.04 |
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| Starbucks Corporation (SBUX) | 0.0 | $811k | -2% | 8.3k | 97.49 |
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| Msci (MSCI) | 0.0 | $797k | 1.4k | 582.93 |
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| Fiserv (FI) | 0.0 | $788k | +26% | 4.4k | 179.65 |
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| Commercial Metals Company (CMC) | 0.0 | $784k | 14k | 54.96 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $784k | 1.5k | 527.67 |
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| Analog Devices (ADI) | 0.0 | $776k | 3.4k | 230.17 |
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| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $772k | +111% | 28k | 27.63 |
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| Watsco, Incorporated (WSO) | 0.0 | $759k | 1.5k | 491.88 |
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| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $743k | 24k | 30.59 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $740k | +20% | 4.8k | 153.71 |
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| Emerson Electric (EMR) | 0.0 | $731k | 6.7k | 109.37 |
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| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $723k | 6.2k | 116.96 |
|
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| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $711k | 2.7k | 263.86 |
|
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $697k | 7.9k | 88.14 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $665k | 9.0k | 74.21 |
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| Curtiss-Wright (CW) | 0.0 | $651k | 2.0k | 328.69 |
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| Packaging Corporation of America (PKG) | 0.0 | $635k | 2.9k | 215.40 |
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| Hess (HES) | 0.0 | $628k | -60% | 4.6k | 135.80 |
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| Oneok (OKE) | 0.0 | $623k | +122% | 6.8k | 91.13 |
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| New Perspective Fund MF (ANWPX) | 0.0 | $621k | 9.4k | 65.91 |
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| Valero Energy Corporation (VLO) | 0.0 | $620k | 4.6k | 135.03 |
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| Dover Corporation (DOV) | 0.0 | $600k | 3.1k | 191.74 |
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| Broadridge Financial Solutions (BR) | 0.0 | $599k | NEW | 2.8k | 215.03 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $590k | 1.0k | 576.82 |
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| Asml Holding (ASML) | 0.0 | $582k | -77% | 698.00 | 833.25 |
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| ConocoPhillips (COP) | 0.0 | $576k | +23% | 5.5k | 105.28 |
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| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $565k | 11k | 52.18 |
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| PNM Resources (TXNM) | 0.0 | $541k | 12k | 43.77 |
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| Ecolab (ECL) | 0.0 | $535k | 2.1k | 255.33 |
|
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| Travelers Companies (TRV) | 0.0 | $535k | 2.3k | 234.12 |
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| Copart (CPRT) | 0.0 | $524k | +20% | 10k | 52.40 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $520k | +5% | 6.3k | 82.48 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $517k | +50% | 9.1k | 56.73 |
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| Allstate Corporation (ALL) | 0.0 | $502k | 2.6k | 189.65 |
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| Williams Companies (WMB) | 0.0 | $498k | 11k | 45.65 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $486k | 3.6k | 135.07 |
|
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| Snap-on Incorporated (SNA) | 0.0 | $477k | 1.6k | 289.71 |
|
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| Skyworks Solutions (SWKS) | 0.0 | $471k | 4.8k | 98.77 |
|
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| Ishares Msci India Etf Etf (INDA) | 0.0 | $468k | -9% | 8.0k | 58.53 |
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| Kraft Heinz (KHC) | 0.0 | $466k | 13k | 35.11 |
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| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $459k | 9.1k | 50.46 |
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| TPG (TPG) | 0.0 | $456k | NEW | 7.9k | 57.56 |
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| Eastern Bankshares (EBC) | 0.0 | $454k | NEW | 28k | 16.39 |
|
| H&R Block (HRB) | 0.0 | $454k | 7.1k | 63.55 |
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| Blackstone Real Estate Income | 0.0 | $452k | 32k | 13.98 |
|
|
| Wec Energy Group (WEC) | 0.0 | $436k | 4.5k | 96.18 |
|
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| Enterprise Products Partners (EPD) | 0.0 | $435k | 15k | 29.11 |
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| Cheniere Energy (LNG) | 0.0 | $435k | +9% | 2.4k | 179.84 |
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| Waters Corporation (WAT) | 0.0 | $423k | 1.2k | 359.89 |
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| Simon Property (SPG) | 0.0 | $423k | 2.5k | 169.02 |
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| Fidelity Tr Total Mkt Ins Prem MF (FSKAX) | 0.0 | $421k | -27% | 2.7k | 158.59 |
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| Lowe's Companies (LOW) | 0.0 | $418k | +22% | 1.5k | 270.85 |
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| Gilead Sciences (GILD) | 0.0 | $412k | 4.9k | 83.84 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $386k | -90% | 1.4k | 280.47 |
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| Horizon Kinetics Inflation Ben Etf (INFL) | 0.0 | $370k | NEW | 9.8k | 37.59 |
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| PNC Financial Services (PNC) | 0.0 | $363k | 2.0k | 184.85 |
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| U.S. Bancorp (USB) | 0.0 | $360k | 7.9k | 45.73 |
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| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $354k | 8.1k | 43.86 |
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| Lam Research Corporation (LRCX) | 0.0 | $353k | 433.00 | 816.08 |
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| Verizon Communications (VZ) | 0.0 | $352k | 7.8k | 44.91 |
|
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| Intel Corporation (INTC) | 0.0 | $351k | -26% | 15k | 23.46 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $331k | +13% | 6.3k | 52.81 |
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| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $331k | 2.8k | 118.51 |
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| Dominion Resources (D) | 0.0 | $324k | 5.6k | 57.79 |
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| Invesco Qqq Trust Etf (QQQ) | 0.0 | $323k | 662.00 | 488.07 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $315k | NEW | 5.9k | 53.15 |
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| O'reilly Automotive (ORLY) | 0.0 | $306k | +15% | 266.00 | 1151.60 |
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| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $304k | 1.5k | 200.71 |
|
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $300k | 1.6k | 192.81 |
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| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $296k | 10k | 28.85 |
|
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| Cognizant Technology Solutions (CTSH) | 0.0 | $293k | 3.8k | 77.18 |
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| Lear Corporation (LEA) | 0.0 | $292k | 2.7k | 109.15 |
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| Carrier Global Corporation (CARR) | 0.0 | $290k | 3.6k | 80.49 |
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| Fidelity Contrafund MF (FCNTX) | 0.0 | $288k | 14k | 21.11 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $288k | 1.5k | 197.17 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $288k | NEW | 2.9k | 99.49 |
|
| United Rentals (URI) | 0.0 | $288k | -12% | 355.00 | 809.73 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $281k | -73% | 267.00 | 1051.24 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $279k | -33% | 1.2k | 232.63 |
|
| J.M. Smucker Company (SJM) | 0.0 | $277k | 2.3k | 121.10 |
|
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| Jacobs Engineering Group (J) | 0.0 | $276k | 2.1k | 130.90 |
|
|
| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $273k | -4% | 3.6k | 75.83 |
|
| Novartis (NVS) | 0.0 | $263k | -8% | 2.3k | 115.02 |
|
| Norfolk Southern (NSC) | 0.0 | $260k | 1.0k | 248.50 |
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|
| Deere & Company (DE) | 0.0 | $248k | 594.00 | 417.33 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $247k | NEW | 1.3k | 189.80 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $244k | 2.4k | 103.81 |
|
|
| Hubspot (HUBS) | 0.0 | $240k | +28% | 452.00 | 531.60 |
|
| Phillips 66 (PSX) | 0.0 | $240k | 1.8k | 131.45 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $237k | 797.00 | 297.74 |
|
|
| EQT Corporation (EQT) | 0.0 | $236k | NEW | 6.5k | 36.64 |
|
| Coca Cola European Partners (CCEP) | 0.0 | $236k | 3.0k | 78.75 |
|
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| Metropcs Communications (TMUS) | 0.0 | $234k | -13% | 1.1k | 206.36 |
|
| Unilever (UL) | 0.0 | $234k | NEW | 3.6k | 64.96 |
|
| Ishares Russell 1000 Growth Et Etf (IWF) | 0.0 | $232k | 618.00 | 375.38 |
|
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| Cyberark Software (CYBR) | 0.0 | $230k | NEW | 788.00 | 291.61 |
|
| American Electric Power Company (AEP) | 0.0 | $222k | NEW | 2.2k | 102.60 |
|
| Cadence Bank (CADE) | 0.0 | $220k | NEW | 6.9k | 31.85 |
|
| Philip Morris International (PM) | 0.0 | $220k | NEW | 1.8k | 121.40 |
|
| Fidelity National Information Services (FIS) | 0.0 | $219k | NEW | 2.6k | 83.75 |
|
| Transunion (TRU) | 0.0 | $217k | NEW | 2.1k | 104.70 |
|
| Ingersoll Rand (IR) | 0.0 | $215k | NEW | 2.2k | 98.16 |
|
| Veralto Corp (VLTO) | 0.0 | $215k | NEW | 1.9k | 111.86 |
|
| Brown Advisory Funds Sustnble MF (BIAWX) | 0.0 | $215k | 3.9k | 55.15 |
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| S&p Global (SPGI) | 0.0 | $213k | NEW | 412.00 | 516.62 |
|
| Corning Incorporated (GLW) | 0.0 | $208k | NEW | 4.6k | 45.15 |
|
| Gartner (IT) | 0.0 | $206k | NEW | 407.00 | 506.76 |
|
| Lennar Corporation (LEN) | 0.0 | $206k | NEW | 1.1k | 187.48 |
|
| Kkr & Co (KKR) | 0.0 | $205k | NEW | 1.6k | 130.58 |
|
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $205k | 19k | 10.76 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $203k | 1.2k | 170.60 |
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| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $202k | NEW | 2.8k | 71.60 |
|
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $201k | NEW | 1.2k | 174.50 |
|
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $111k | 11k | 9.72 |
|
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| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $105k | 17k | 6.11 |
|
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| Searchlight Minerals (SRCH) | 0.0 | $118.800000 | 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 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
- Moody Lynn & Lieberson 2021 Q3 filed Oct. 26, 2021
- Moody Lynn & Lieberson 2021 Q2 filed July 28, 2021
- Moody Lynn & Lieberson 2021 Q1 filed April 23, 2021
- Moody Lynn & Lieberson 2020 Q4 filed Jan. 26, 2021