Moody Lynn & Co/
Latest statistics and disclosures from Moody Lynn & Lieberson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AVGO, NVDA, LLY, GOOGL, and represent 24.49% of Moody Lynn & Lieberson's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$14M), ABBV (+$13M), FERG (+$11M), EWJ (+$5.7M), AMZN (+$5.7M), ANET, CRM, ISRG, AXP, NBIX.
- Started 17 new stock positions in CRH, IR, CL, FERG, SPLG, IP, DLCFX, NBIX, DIEFX, SWK. EWJ, HEFA, IWF, ENTG, Brown Advisory Funds Sustnble, CCEP, SMCI.
- Reduced shares in these 10 stocks: BMY (-$11M), LMT (-$5.9M), NVDA (-$5.1M), XOM, GDX, ROP, PANW, , VST, IWM.
- Sold out of its positions in AFL, APD, OZK, CCJ, CEG, URA, EEM, NYCB, ROP, MMM. GDX, VST.
- Moody Lynn & Lieberson was a net buyer of stock by $16M.
- Moody Lynn & Lieberson has $1.5B in assets under management (AUM), dropping by 13.17%.
- Central Index Key (CIK): 0000938592
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Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 236 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.5 | $82M | 194k | 420.72 |
|
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| Broadcom (AVGO) | 5.2 | $77M | 58k | 1325.41 |
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| NVIDIA Corporation (NVDA) | 5.2 | $77M | -6% | 85k | 903.56 |
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| Eli Lilly & Co. (LLY) | 4.8 | $71M | 91k | 777.96 |
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| Alphabet Inc Class A cs (GOOGL) | 3.9 | $58M | -4% | 381k | 150.93 |
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| Apple (AAPL) | 3.4 | $50M | 293k | 171.48 |
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| Berkshire Hathaway (BRK.B) | 3.1 | $47M | 111k | 420.52 |
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| MasterCard Incorporated (MA) | 2.7 | $40M | +5% | 83k | 481.57 |
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| Waste Management (WM) | 2.6 | $39M | 181k | 213.15 |
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| JPMorgan Chase & Co. (JPM) | 2.6 | $39M | 192k | 200.30 |
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| Amazon (AMZN) | 2.6 | $38M | +17% | 210k | 180.38 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $36M | 273k | 131.37 |
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| Spdr Gold Shares Etf (GLD) | 2.2 | $32M | -2% | 156k | 205.72 |
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| Abbvie (ABBV) | 2.1 | $32M | +66% | 173k | 182.10 |
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| Linde (LIN) | 2.0 | $30M | 64k | 464.32 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $29M | 49k | 581.21 |
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| Abbott Laboratories (ABT) | 1.8 | $27M | +11% | 241k | 113.66 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $26M | +4% | 62k | 418.01 |
|
| Home Depot (HD) | 1.7 | $26M | 67k | 383.60 |
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| Eaton (ETN) | 1.7 | $25M | 81k | 312.68 |
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| Servicenow (NOW) | 1.7 | $25M | 33k | 762.40 |
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| Stryker Corporation (SYK) | 1.6 | $25M | +7% | 68k | 357.87 |
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| Netflix (NFLX) | 1.4 | $21M | +9% | 35k | 607.33 |
|
| Honeywell International (HON) | 1.4 | $21M | 100k | 205.25 |
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| Morgan Stanley (MS) | 1.3 | $20M | -3% | 211k | 94.16 |
|
| Pepsi (PEP) | 1.3 | $19M | -8% | 107k | 175.01 |
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| Johnson & Johnson (JNJ) | 1.2 | $17M | -13% | 109k | 158.19 |
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| Chevron Corporation (CVX) | 1.2 | $17M | +8% | 109k | 157.74 |
|
| Lockheed Martin Corporation (LMT) | 1.1 | $17M | -25% | 37k | 454.87 |
|
| Uber Technologies (UBER) | 1.1 | $17M | +599% | 214k | 76.99 |
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| Merck & Co (MRK) | 1.1 | $16M | +15% | 119k | 131.95 |
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| Visa (V) | 1.0 | $15M | +3% | 55k | 279.08 |
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| Mongodb Inc. Class A (MDB) | 1.0 | $14M | 40k | 358.64 |
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| McDonald's Corporation (MCD) | 0.8 | $12M | +2% | 43k | 281.95 |
|
| Spdr S&p 500 Etf Etf (SPY) | 0.8 | $11M | 21k | 523.07 |
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| Marriott International (MAR) | 0.7 | $11M | 44k | 252.31 |
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| Ferguson Plc F (FERG) | 0.7 | $11M | NEW | 51k | 218.43 |
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| Procter & Gamble Company (PG) | 0.6 | $8.9M | -5% | 55k | 162.25 |
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| Novo Nordisk A/S (NVO) | 0.6 | $8.3M | 65k | 128.40 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $8.3M | 48k | 174.21 |
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| Advanced Micro Devices (AMD) | 0.6 | $8.2M | +6% | 45k | 180.49 |
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| Alphabet Inc Class C cs (GOOG) | 0.5 | $7.9M | 52k | 152.26 |
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| Coca-Cola Company (KO) | 0.5 | $7.6M | -12% | 124k | 61.18 |
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| Mondelez Int (MDLZ) | 0.5 | $7.0M | +53% | 100k | 70.00 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $6.2M | +16% | 13k | 478.66 |
|
| Intuitive Surgical (ISRG) | 0.4 | $6.1M | +125% | 15k | 399.09 |
|
| Arista Networks (ANET) | 0.4 | $5.9M | +216% | 20k | 289.98 |
|
| Oracle Corporation (ORCL) | 0.4 | $5.8M | +63% | 46k | 125.61 |
|
| Palo Alto Networks (PANW) | 0.4 | $5.8M | -40% | 20k | 284.13 |
|
| salesforce (CRM) | 0.4 | $5.7M | +172% | 19k | 301.18 |
|
| Ishares Msci Japan Etf Etf (EWJ) | 0.4 | $5.7M | NEW | 80k | 71.35 |
|
| Atlassian Corporation Cl A (TEAM) | 0.3 | $4.7M | +8% | 24k | 195.11 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $4.6M | -26% | 14k | 320.59 |
|
| Automatic Data Processing (ADP) | 0.3 | $4.6M | 18k | 249.74 |
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| International Business Machines (IBM) | 0.3 | $4.6M | +43% | 24k | 190.96 |
|
| Intuit (INTU) | 0.3 | $4.5M | 7.0k | 650.00 |
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| Southern Company (SO) | 0.3 | $4.5M | -40% | 63k | 71.74 |
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| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $4.5M | 17k | 259.90 |
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| General Electric (GE) | 0.3 | $4.4M | -3% | 25k | 175.53 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $4.4M | 4.6k | 962.49 |
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| Ishares Msci India Etf Etf (INDA) | 0.3 | $4.2M | 82k | 51.59 |
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| UnitedHealth (UNH) | 0.3 | $4.2M | -7% | 8.4k | 494.70 |
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| Extra Space Storage (EXR) | 0.3 | $4.1M | -24% | 28k | 147.00 |
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| Estee Lauder Companies (EL) | 0.3 | $4.0M | +23% | 26k | 154.15 |
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| Cadence Design Systems (CDNS) | 0.3 | $4.0M | 13k | 311.28 |
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| IDEXX Laboratories (IDXX) | 0.3 | $3.9M | 7.2k | 539.93 |
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| Axon Enterprise (AXON) | 0.3 | $3.7M | 12k | 312.88 |
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| American Express Company (AXP) | 0.2 | $3.7M | +988% | 16k | 227.69 |
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| Synopsys (SNPS) | 0.2 | $3.6M | 6.4k | 571.50 |
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| Church & Dwight (CHD) | 0.2 | $3.6M | +9% | 35k | 104.31 |
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| Sherwin-Williams Company (SHW) | 0.2 | $3.4M | +27% | 9.8k | 347.33 |
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| Goldman Sachs (GS) | 0.2 | $3.4M | -6% | 8.1k | 417.69 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.3M | -41% | 6.6k | 504.60 |
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| Atlas Copco AB (ATLKY) | 0.2 | $3.2M | 192k | 16.94 |
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| United Rentals (URI) | 0.2 | $3.2M | -20% | 4.4k | 721.11 |
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| Accenture (ACN) | 0.2 | $3.2M | -10% | 9.2k | 346.61 |
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| Neurocrine Biosciences (NBIX) | 0.2 | $3.1M | NEW | 22k | 137.92 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | -62% | 26k | 116.24 |
|
| Asml Holding (ASML) | 0.2 | $3.0M | +530% | 3.1k | 970.47 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $2.9M | +13% | 105k | 27.88 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $2.9M | 11k | 270.80 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.7M | -79% | 51k | 54.23 |
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| Illinois Tool Works (ITW) | 0.2 | $2.5M | 9.5k | 268.33 |
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| Shopify Inc cl a (SHOP) | 0.2 | $2.4M | -20% | 31k | 77.17 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.3M | 24k | 97.53 |
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| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.2M | 4.6k | 484.83 |
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| Facebook Inc cl a (META) | 0.1 | $2.2M | +2% | 4.5k | 485.58 |
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| Cisco Systems (CSCO) | 0.1 | $2.0M | 39k | 49.91 |
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| Amphenol Corporation (APH) | 0.1 | $1.9M | +3% | 17k | 115.35 |
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| Hess (HES) | 0.1 | $1.8M | +2% | 12k | 152.64 |
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| Spotify Technology Sa (SPOT) | 0.1 | $1.8M | 6.8k | 263.90 |
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| Danaher Corporation (DHR) | 0.1 | $1.7M | 6.6k | 249.72 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.6M | 6.6k | 245.93 |
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| W.W. Grainger (GWW) | 0.1 | $1.6M | 1.6k | 1017.30 |
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| Quanta Services (PWR) | 0.1 | $1.6M | 6.1k | 259.80 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.5M | 2.7k | 555.79 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.5M | -27% | 15k | 99.27 |
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| Republic Services (RSG) | 0.1 | $1.4M | 7.5k | 191.44 |
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| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.4M | 3.5k | 397.76 |
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| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.4M | 2.5k | 556.40 |
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| Cabot Corporation (CBT) | 0.1 | $1.4M | 15k | 92.20 |
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| Nike (NKE) | 0.1 | $1.4M | 15k | 93.98 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $1.2M | 11k | 106.20 |
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| Pfizer (PFE) | 0.1 | $1.2M | -5% | 43k | 27.75 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | 9.7k | 122.36 |
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| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.2M | -37% | 6.9k | 169.37 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.2M | -72% | 5.5k | 210.30 |
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| Public Storage (PSA) | 0.1 | $1.2M | 4.0k | 290.06 |
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| Fidelity Asset Mgr MF (FSANX) | 0.1 | $1.1M | -8% | 74k | 15.30 |
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| BHP Billiton (BHP) | 0.1 | $1.1M | 19k | 57.69 |
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| BlackRock (BLK) | 0.1 | $1.1M | 1.3k | 833.70 |
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| Iron Mountain (IRM) | 0.1 | $1.1M | 14k | 80.21 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.1M | 13k | 79.86 |
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| Mettler-Toledo International (MTD) | 0.1 | $1.0M | 785.00 | 1331.29 |
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| Ishares Biotechnology Fund Etf (IBB) | 0.1 | $1.0M | -3% | 7.6k | 137.22 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.0M | 5.6k | 182.61 |
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| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.0M | 24k | 42.50 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $979k | 12k | 84.44 |
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| Yum! Brands (YUM) | 0.1 | $950k | 6.9k | 138.65 |
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| Intel Corporation (INTC) | 0.1 | $909k | 21k | 44.17 |
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| Bank of America Corporation (BAC) | 0.1 | $889k | 23k | 37.92 |
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| TJX Companies (TJX) | 0.1 | $874k | 8.6k | 101.42 |
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| Ishares S&p Midcap Fund Etf (IJH) | 0.1 | $867k | +400% | 14k | 60.74 |
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| Commercial Metals Company (CMC) | 0.1 | $838k | 14k | 58.77 |
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| Fidelity Tr Total Mkt Ins Prem MF (FSKAX) | 0.1 | $819k | 5.7k | 145.00 |
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| Amgen (AMGN) | 0.1 | $808k | 2.8k | 284.32 |
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| American Tower Reit (AMT) | 0.1 | $808k | 4.1k | 197.59 |
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| Trane Technologies (TT) | 0.1 | $801k | 2.7k | 300.20 |
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| Starbucks Corporation (SBUX) | 0.1 | $798k | 8.7k | 91.39 |
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| Valero Energy Corporation (VLO) | 0.1 | $784k | 4.6k | 170.69 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $769k | 1.6k | 480.74 |
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| Msci (MSCI) | 0.1 | $767k | 1.4k | 560.45 |
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| Emerson Electric (EMR) | 0.1 | $758k | -23% | 6.7k | 113.42 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $745k | 605.00 | 1231.60 |
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| Health Care SPDR (XLV) | 0.0 | $739k | 5.0k | 147.73 |
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| Altria (MO) | 0.0 | $732k | 17k | 43.62 |
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| Wal-Mart Stores (WMT) | 0.0 | $693k | +231% | 12k | 60.17 |
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| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $692k | 24k | 28.48 |
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| Nextera Energy (NEE) | 0.0 | $683k | 11k | 63.91 |
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| Watsco, Incorporated (WSO) | 0.0 | $682k | -2% | 1.6k | 431.97 |
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| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $677k | +2% | 2.7k | 249.88 |
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| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $673k | 6.1k | 110.52 |
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| Analog Devices (ADI) | 0.0 | $672k | 3.4k | 197.79 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $665k | 7.9k | 84.09 |
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| Costco Wholesale Corporation (COST) | 0.0 | $613k | 837.00 | 732.67 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $577k | 9.0k | 64.37 |
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| New Perspective Fund MF (ANWPX) | 0.0 | $571k | 9.4k | 60.60 |
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| Packaging Corporation of America (PKG) | 0.0 | $565k | 3.0k | 189.78 |
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| ConocoPhillips (COP) | 0.0 | $565k | 4.4k | 127.28 |
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| Fiserv (FI) | 0.0 | $556k | 3.5k | 159.82 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $554k | +6% | 3.7k | 148.49 |
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| Dover Corporation (DOV) | 0.0 | $554k | 3.1k | 177.19 |
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| Old Westbury Funds Inc Large C MF (OWLSX) | 0.0 | $553k | 29k | 19.12 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $538k | 1.0k | 525.73 |
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| Travelers Companies (TRV) | 0.0 | $529k | 2.3k | 230.14 |
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| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $520k | 11k | 48.00 |
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| Skyworks Solutions (SWKS) | 0.0 | $516k | 4.8k | 108.32 |
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| Ecolab (ECL) | 0.0 | $515k | 2.2k | 230.90 |
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| Akamai Technologies (AKAM) | 0.0 | $513k | -81% | 4.7k | 108.76 |
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| Curtiss-Wright (CW) | 0.0 | $507k | 2.0k | 255.94 |
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| Kraft Heinz (KHC) | 0.0 | $490k | 13k | 36.90 |
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| HEICO Corporation (HEI) | 0.0 | $482k | +5% | 2.5k | 191.00 |
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| Copart (CPRT) | 0.0 | $482k | 8.3k | 57.92 |
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| Snap-on Incorporated (SNA) | 0.0 | $480k | 1.6k | 296.22 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $476k | 1.8k | 264.20 |
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| Rentokil Initial (RTO) | 0.0 | $475k | 16k | 30.15 |
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| Allstate Corporation (ALL) | 0.0 | $466k | 2.7k | 173.01 |
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| PNM Resources (PNM) | 0.0 | $465k | 12k | 37.64 |
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| Blackstone Real Estate Income (BSTT) | 0.0 | $458k | 32k | 14.15 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $454k | 6.0k | 75.65 |
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| Datadog Inc Cl A (DDOG) | 0.0 | $451k | 3.7k | 123.60 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $443k | 3.6k | 123.18 |
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| Enterprise Products Partners (EPD) | 0.0 | $440k | 15k | 29.18 |
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| Norfolk Southern (NSC) | 0.0 | $440k | +65% | 1.7k | 254.87 |
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| Williams Companies (WMB) | 0.0 | $425k | 11k | 38.97 |
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| Lam Research Corporation (LRCX) | 0.0 | $421k | 433.00 | 971.57 |
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| Chubb (CB) | 0.0 | $414k | +9% | 1.6k | 259.13 |
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| Waters Corporation (WAT) | 0.0 | $406k | 1.2k | 344.23 |
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| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $397k | 9.1k | 43.56 |
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| Simon Property (SPG) | 0.0 | $391k | 2.5k | 156.49 |
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| Lear Corporation (LEA) | 0.0 | $387k | 2.7k | 144.88 |
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| Brinker Cap Destinations Tr De MF (DLCFX) | 0.0 | $386k | NEW | 24k | 16.07 |
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| Wec Energy Group (WEC) | 0.0 | $378k | -6% | 4.6k | 82.12 |
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| Public Service Enterprise (PEG) | 0.0 | $373k | 5.6k | 66.78 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $365k | 4.1k | 88.44 |
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| U.S. Bancorp (USB) | 0.0 | $362k | 8.1k | 44.70 |
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| Gilead Sciences (GILD) | 0.0 | $358k | -3% | 4.9k | 73.25 |
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| Cheniere Energy (LNG) | 0.0 | $351k | 2.2k | 161.28 |
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| H&R Block (HRB) | 0.0 | $351k | 7.1k | 49.11 |
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| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $340k | -18% | 13k | 25.76 |
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| PNC Financial Services (PNC) | 0.0 | $338k | 2.1k | 161.60 |
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| Verizon Communications (VZ) | 0.0 | $329k | 7.8k | 41.96 |
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| Super Micro Computer (SMCI) | 0.0 | $328k | NEW | 325.00 | 1010.03 |
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| Jacobs Engineering Group (J) | 0.0 | $324k | 2.1k | 153.73 |
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| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $319k | 8.1k | 39.45 |
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| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $306k | 2.8k | 109.73 |
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| Stanley Black & Decker (SWK) | 0.0 | $299k | NEW | 3.1k | 97.93 |
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| Phillips 66 (PSX) | 0.0 | $298k | +4% | 1.8k | 163.34 |
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| International Paper Company (IP) | 0.0 | $296k | NEW | 7.6k | 39.02 |
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| Lowe's Companies (LOW) | 0.0 | $290k | 1.1k | 254.73 |
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| J.M. Smucker Company (SJM) | 0.0 | $288k | 2.3k | 125.87 |
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| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $283k | 3.8k | 74.71 |
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| Cognizant Technology Solutions (CTSH) | 0.0 | $279k | 3.8k | 73.29 |
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| Dominion Resources (D) | 0.0 | $276k | 5.6k | 49.19 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $273k | -10% | 1.5k | 186.81 |
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| Invesco Qqq Trust Etf (QQQ) | 0.0 | $272k | 612.00 | 444.01 |
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| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $271k | -10% | 10k | 26.37 |
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| Trade Desk (TTD) | 0.0 | $262k | 3.0k | 87.42 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $262k | +10% | 5.2k | 50.17 |
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| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.0 | $261k | NEW | 4.2k | 61.53 |
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| Fidelity Contrafund MF (FCNTX) | 0.0 | $259k | 14k | 18.97 |
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $255k | 1.6k | 164.01 |
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| EOG Resources (EOG) | 0.0 | $252k | 2.0k | 127.84 |
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| O'reilly Automotive (ORLY) | 0.0 | $250k | 221.00 | 1128.88 |
|
|
| Oneok (OKE) | 0.0 | $246k | 3.1k | 80.17 |
|
|
| Deere & Company (DE) | 0.0 | $244k | 594.00 | 410.74 |
|
|
| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $243k | 1.3k | 182.89 |
|
|
| Diageo (DEO) | 0.0 | $242k | -85% | 1.6k | 148.74 |
|
| Entegris (ENTG) | 0.0 | $242k | NEW | 1.7k | 140.54 |
|
| Novartis (NVS) | 0.0 | $241k | 2.5k | 96.73 |
|
|
| Brinker Cap Destinations Tr De MF (DIEFX) | 0.0 | $225k | NEW | 17k | 13.16 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $220k | -36% | 2.7k | 81.67 |
|
| Carrier Global Corporation (CARR) | 0.0 | $209k | 3.6k | 58.13 |
|
|
| Brown-Forman Corporation (BF.B) | 0.0 | $209k | 4.1k | 51.62 |
|
|
| Ishares Russell 1000 Growth Et Etf (IWF) | 0.0 | $208k | NEW | 618.00 | 337.05 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $208k | NEW | 2.3k | 90.05 |
|
| Ingersoll Rand (IR) | 0.0 | $206k | NEW | 2.2k | 94.95 |
|
| Crh (CRH) | 0.0 | $204k | NEW | 2.4k | 86.26 |
|
| Brown Advisory Funds Sustnble MF | 0.0 | $204k | NEW | 3.9k | 52.31 |
|
| Coca Cola European Partners (CCEP) | 0.0 | $203k | NEW | 2.9k | 69.95 |
|
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $201k | NEW | 5.8k | 34.88 |
|
| Cadence Bank (CADE) | 0.0 | $201k | 6.9k | 29.00 |
|
|
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $194k | 19k | 10.23 |
|
|
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $108k | 11k | 9.42 |
|
|
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $98k | 17k | 5.73 |
|
|
| Searchlight Minerals (SRCH) | 0.0 | $83.700000 | 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 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
- Moody Lynn & Lieberson 2020 Q3 filed Oct. 28, 2020
- Moody Lynn & Lieberson 2020 Q2 filed July 24, 2020