Moody Lynn & Co/

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Portfolio Holdings for Moody Lynn & Lieberson

Moody Lynn & Lieberson holds 231 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.5 $73M 194k 376.04
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Broadcom (AVGO) 5.0 $65M +6% 58k 1116.25
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Apple (AAPL) 4.4 $57M 298k 192.53
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Alphabet Inc Class A cs (GOOGL) 4.2 $56M +2% 398k 139.69
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Eli Lilly & Co. (LLY) 4.0 $53M 91k 582.92
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NVIDIA Corporation (NVDA) 3.4 $45M 91k 495.22
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Berkshire Hathaway (BRK.B) 3.0 $40M 111k 356.66
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Blackstone Group Inc Com Cl A (BX) 2.7 $36M -5% 271k 130.92
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MasterCard Incorporated (MA) 2.5 $33M 78k 426.51
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Waste Management (WM) 2.5 $32M 181k 179.10
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JPMorgan Chase & Co. (JPM) 2.5 $32M 190k 170.10
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Spdr Gold Shares Etf (GLD) 2.3 $31M -12% 160k 191.17
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Amazon (AMZN) 2.1 $27M 179k 151.94
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Linde (LIN) 2.0 $26M 64k 410.71
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Thermo Fisher Scientific (TMO) 2.0 $26M 49k 530.79
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Vertex Pharmaceuticals Incorporated (VRTX) 1.8 $24M -14% 60k 406.89
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Abbott Laboratories (ABT) 1.8 $24M +2% 216k 110.07
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Home Depot (HD) 1.8 $23M 67k 346.55
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Lockheed Martin Corporation (LMT) 1.7 $23M +12% 50k 453.24
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Servicenow (NOW) 1.7 $23M +3% 32k 706.49
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Honeywell International (HON) 1.6 $21M 100k 209.71
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Morgan Stanley (MS) 1.6 $20M -23% 219k 93.25
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Pepsi (PEP) 1.5 $20M -13% 117k 169.84
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Johnson & Johnson (JNJ) 1.5 $20M -2% 126k 156.74
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Eaton (ETN) 1.5 $20M -3% 81k 240.82
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Stryker Corporation (SYK) 1.4 $19M 64k 299.46
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Abbvie (ABBV) 1.2 $16M 104k 154.97
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Mongodb Inc. Class A (MDB) 1.2 $16M +23% 39k 408.85
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Netflix (NFLX) 1.2 $16M +114% 32k 486.88
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Chevron Corporation (CVX) 1.1 $15M +7% 100k 149.16
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Visa (V) 1.0 $14M 53k 260.35
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Bristol Myers Squibb (BMY) 1.0 $13M -20% 248k 51.31
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McDonald's Corporation (MCD) 1.0 $13M 42k 296.51
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Merck & Co (MRK) 0.9 $11M 103k 109.02
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Spdr S&p 500 Etf Etf (SPY) 0.8 $10M 22k 475.31
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Palo Alto Networks (PANW) 0.8 $10M +3% 34k 294.88
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Marriott International (MAR) 0.7 $9.8M 43k 225.51
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Procter & Gamble Company (PG) 0.6 $8.5M 58k 146.54
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Coca-Cola Company (KO) 0.6 $8.3M -23% 141k 58.93
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Texas Instruments Incorporated (TXN) 0.6 $8.3M -2% 49k 170.46
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Alphabet Inc Class C cs (GOOG) 0.6 $7.4M 53k 140.93
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Southern Company (SO) 0.6 $7.3M +1068% 105k 70.12
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Exxon Mobil Corporation (XOM) 0.5 $6.9M -25% 69k 99.98
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Novo Nordisk A/S (NVO) 0.5 $6.8M 65k 103.45
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Adobe Systems Incorporated (ADBE) 0.5 $6.7M +76% 11k 596.60
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Advanced Micro Devices (AMD) 0.5 $6.3M +42% 43k 147.41
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Extra Space Storage (EXR) 0.5 $6.0M -33% 37k 160.33
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Atlassian Corporation Cl A (TEAM) 0.4 $5.3M 22k 237.86
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Northrop Grumman Corporation (NOC) 0.4 $5.2M +7% 11k 468.14
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Crowdstrike Hldgs Inc cl a (CRWD) 0.4 $5.0M 20k 255.32
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UnitedHealth (UNH) 0.4 $4.8M 9.1k 526.47
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Vaneck Gold Miners Etf Etf (GDX) 0.4 $4.7M NEW 152k 31.01
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Mondelez Int (MDLZ) 0.4 $4.7M +15% 65k 72.43
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Intuit (INTU) 0.3 $4.4M +93% 7.0k 625.03
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Automatic Data Processing (ADP) 0.3 $4.3M 19k 232.97
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Roper Industries (ROP) 0.3 $4.1M 7.4k 545.17
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Ishares Msci India Etf Etf (INDA) 0.3 $4.0M NEW 83k 48.81
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Vanguard Total Stock Market In Etf (VTI) 0.3 $4.0M -4% 17k 237.22
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Ishares Russell 2000 Etf Etf (IWM) 0.3 $4.0M +303% 20k 200.71
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IDEXX Laboratories (IDXX) 0.3 $4.0M 7.2k 555.05
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Regeneron Pharmaceuticals (REGN) 0.3 $4.0M +1592% 4.5k 878.29
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Cameco Corporation (CCJ) 0.3 $3.7M +11% 86k 43.10
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Accenture (ACN) 0.3 $3.6M 10k 350.91
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Cadence Design Systems (CDNS) 0.3 $3.5M +133% 13k 272.37
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Goldman Sachs (GS) 0.3 $3.4M +1302% 8.7k 385.77
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General Electric (GE) 0.3 $3.4M 26k 127.63
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Synopsys (SNPS) 0.2 $3.3M +81% 6.4k 514.91
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Vistra Energy (VST) 0.2 $3.3M NEW 85k 38.52
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Atlas Copco AB (ATLKY) 0.2 $3.3M +66% 189k 17.21
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United Rentals (URI) 0.2 $3.2M 5.6k 573.42
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Axon Enterprise (AXON) 0.2 $3.1M NEW 12k 258.33
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Estee Lauder Companies (EL) 0.2 $3.1M -43% 21k 146.25
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Shopify Inc cl a (SHOP) 0.2 $3.0M -13% 39k 77.90
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Akamai Technologies (AKAM) 0.2 $3.0M NEW 25k 118.35
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Church & Dwight (CHD) 0.2 $3.0M 32k 94.56
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Oracle Corporation (ORCL) 0.2 $3.0M -47% 28k 105.43
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International Business Machines (IBM) 0.2 $2.7M +840% 17k 163.55
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Ishares Russell 2000 Growth Et Etf (IWO) 0.2 $2.7M 11k 252.22
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Illinois Tool Works (ITW) 0.2 $2.5M -57% 9.5k 261.94
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Sherwin-Williams Company (SHW) 0.2 $2.4M +10% 7.7k 311.90
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Cabot Oil & Gas Corporation (CTRA) 0.2 $2.4M 93k 25.52
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Global X Fds global x uranium (URA) 0.2 $2.3M -26% 85k 27.69
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Intuitive Surgical (ISRG) 0.2 $2.3M -32% 6.7k 337.36
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Constellation Energy (CEG) 0.2 $2.1M NEW 18k 116.89
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Vanguard Index Funds 500 Index MF (VFIAX) 0.2 $2.0M NEW 4.6k 439.99
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Raytheon Technologies Corp (RTX) 0.2 $2.0M 24k 84.14
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Cisco Systems (CSCO) 0.2 $2.0M 40k 50.52
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Uber Technologies (UBER) 0.1 $1.9M NEW 31k 61.57
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salesforce (CRM) 0.1 $1.8M +5% 7.0k 263.14
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Otis Worldwide Corp (OTIS) 0.1 $1.8M -3% 20k 89.47
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Invesco S&p 500 Equal Weight E Etf (RSP) 0.1 $1.7M NEW 11k 157.80
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Hess (HES) 0.1 $1.7M NEW 12k 144.16
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Diageo (DEO) 0.1 $1.7M +150% 12k 145.66
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Union Pacific Corporation (UNP) 0.1 $1.6M 6.7k 245.62
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Nike (NKE) 0.1 $1.6M -7% 15k 108.57
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Amphenol Corporation (APH) 0.1 $1.6M 16k 99.13
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Danaher Corporation (DHR) 0.1 $1.6M -12% 6.7k 231.34
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Facebook Inc cl a (META) 0.1 $1.5M 4.3k 353.96
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Arista Networks (ANET) 0.1 $1.5M 6.4k 235.51
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AFLAC Incorporated (AFL) 0.1 $1.4M -64% 17k 82.50
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Spdr Dow Jones Industrial Aver Etf (DIA) 0.1 $1.3M 3.6k 376.87
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $1.3M 11k 115.63
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Quanta Services (PWR) 0.1 $1.3M 6.1k 215.80
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Pfizer (PFE) 0.1 $1.3M -22% 45k 28.79
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BHP Billiton (BHP) 0.1 $1.3M 19k 68.31
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W.W. Grainger (GWW) 0.1 $1.3M 1.6k 828.69
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Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $1.3M 2.5k 507.38
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Spotify Technology Sa (SPOT) 0.1 $1.3M -64% 6.8k 187.91
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Cabot Corporation (CBT) 0.1 $1.3M 15k 83.50
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Parker-Hannifin Corporation (PH) 0.1 $1.2M 2.7k 460.70
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Republic Services (RSG) 0.1 $1.2M 7.5k 164.91
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Public Storage (PSA) 0.1 $1.2M 4.0k 305.00
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Fidelity Asset Mgr MF (FSANX) 0.1 $1.2M NEW 81k 14.61
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Ishares Biotechnology Fund Etf (IBB) 0.1 $1.1M -12% 7.9k 135.85
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BlackRock (BLK) 0.1 $1.1M 1.3k 811.80
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Intel Corporation (INTC) 0.1 $1.0M 21k 50.25
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.0M 13k 75.35
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Vanguard Dividend Appreciation Etf (VIG) 0.1 $960k 5.6k 170.40
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Mettler-Toledo International (MTD) 0.1 $952k 785.00 1212.96
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Iron Mountain (IRM) 0.1 $941k 14k 69.98
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Principal Funds Inc Mid Cap Fu MF (PCBIX) 0.1 $907k NEW 24k 38.30
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Yum! Brands (YUM) 0.1 $895k 6.9k 130.66
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Walt Disney Company (DIS) 0.1 $887k -51% 9.8k 90.29
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American Tower Reit (AMT) 0.1 $883k -10% 4.1k 215.88
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Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $873k 12k 75.10
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Emerson Electric (EMR) 0.1 $845k 8.7k 97.33
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Starbucks Corporation (SBUX) 0.1 $839k 8.7k 96.01
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Amgen (AMGN) 0.1 $819k 2.8k 288.02
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TJX Companies (TJX) 0.1 $808k 8.6k 93.81
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Ishares S&p Midcap Fund Etf (IJH) 0.1 $791k 2.9k 277.15
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Bank of America Corporation (BAC) 0.1 $790k -7% 23k 33.67
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Msci (MSCI) 0.1 $773k 1.4k 565.65
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Fidelity Tr Total Mkt Ins Prem MF (FSKAX) 0.1 $745k NEW 5.7k 131.76
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Commercial Metals Company (CMC) 0.1 $713k 14k 50.04
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Vanguard S&p 500 Etf Etf (VOO) 0.1 $706k 1.6k 436.83
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Watsco, Incorporated (WSO) 0.1 $690k 1.6k 428.47
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Health Care SPDR (XLV) 0.1 $683k 5.0k 136.38
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Altria (MO) 0.1 $682k 17k 40.34
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Delaware Equity Funds V Small MF 0.1 $677k NEW 24k 27.89
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Analog Devices (ADI) 0.1 $677k 3.4k 198.56
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Ishares S&p Small-cap Fund Etf (IJR) 0.1 $670k 6.2k 108.25
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Nextera Energy (NEE) 0.0 $655k -73% 11k 60.74
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Trane Technologies (TT) 0.0 $649k 2.7k 243.90
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Ishares Russell Mid-cap Etf Etf (IWR) 0.0 $614k 7.9k 77.73
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Vanguard Mid-cap Index Fund Etf (VO) 0.0 $613k +2% 2.6k 232.65
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TransDigm Group Incorporated (TDG) 0.0 $612k 605.00 1011.60
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Valero Energy Corporation (VLO) 0.0 $596k 4.6k 130.00
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Take-Two Interactive Software (TTWO) 0.0 $562k +2% 3.5k 160.95
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Costco Wholesale Corporation (COST) 0.0 $559k 847.00 660.12
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Wal-Mart Stores (WMT) 0.0 $549k -87% 3.5k 157.65
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Ss&c Technologies Holding (SSNC) 0.0 $547k 8.9k 61.11
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Skyworks Solutions (SWKS) 0.0 $536k 4.8k 112.42
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New Perspective Fund MF (ANWPX) 0.0 $526k NEW 9.4k 55.90
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ConocoPhillips (COP) 0.0 $525k 4.5k 116.07
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PNM Resources (PNM) 0.0 $513k 12k 41.60
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Old Westbury Funds Inc Large C MF 0.0 $502k NEW 29k 17.36
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Artisan Partners Funds Inc Int MF (APHKX) 0.0 $497k NEW 11k 45.96
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Kraft Heinz (KHC) 0.0 $493k 13k 36.98
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Ishares Core S&p 500 Etf Etf (IVV) 0.0 $489k 1.0k 477.63
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Packaging Corporation of America (PKG) 0.0 $485k 3.0k 162.91
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Dover Corporation (DOV) 0.0 $480k 3.1k 153.81
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Snap-on Incorporated (SNA) 0.0 $467k 1.6k 288.84
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Blackstone Real Estate Income 0.0 $464k 32k 14.33
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Fiserv (FI) 0.0 $462k 3.5k 132.84
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Rentokil Initial (RTO) 0.0 $450k 16k 28.61
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Datadog Inc Cl A (DDOG) 0.0 $443k 3.7k 121.38
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Ecolab (ECL) 0.0 $443k 2.2k 198.35
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Curtiss-Wright (CW) 0.0 $441k NEW 2.0k 222.79
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Travelers Companies (TRV) 0.0 $438k 2.3k 190.49
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HEICO Corporation (HEI) 0.0 $428k +2% 2.4k 178.87
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Ishares Select Dividend Etf Etf (DVY) 0.0 $422k 3.6k 117.22
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Wec Energy Group (WEC) 0.0 $413k 4.9k 84.17
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Lpl Financial Holdings (LPLA) 0.0 $410k 1.8k 227.62
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Gilead Sciences (GILD) 0.0 $410k 5.1k 81.01
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Copart (CPRT) 0.0 $409k 8.3k 49.00
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Bj's Wholesale Club Holdings (BJ) 0.0 $399k 6.0k 66.66
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Enterprise Products Partners (EPD) 0.0 $397k 15k 26.35
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Waters Corporation (WAT) 0.0 $389k 1.2k 329.23
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Williams Companies (WMB) 0.0 $379k -7% 11k 34.83
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Allstate Corporation (ALL) 0.0 $377k 2.7k 139.98
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Lear Corporation (LEA) 0.0 $377k 2.7k 141.21
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Asml Holding (ASML) 0.0 $375k 495.00 756.92
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Old Westbury Funds Inc All Cap MF 0.0 $375k NEW 16k 23.06
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Wisdomtree India Earnings Fund Etf (EPI) 0.0 $373k 9.1k 41.00
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Cheniere Energy (LNG) 0.0 $372k 2.2k 170.71
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Simon Property (SPG) 0.0 $357k 2.5k 142.64
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U.S. Bancorp (USB) 0.0 $351k -7% 8.1k 43.28
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Public Service Enterprise (PEG) 0.0 $347k -33% 5.7k 61.15
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H&R Block (HRB) 0.0 $345k NEW 7.1k 48.37
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Lam Research Corporation (LRCX) 0.0 $339k 433.00 783.26
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Chubb (CB) 0.0 $330k 1.5k 226.00
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PNC Financial Services (PNC) 0.0 $324k 2.1k 154.85
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3M Company (MMM) 0.0 $317k +10% 2.9k 109.33
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Harding Loevner Funds Inc Intl MF (HLMIX) 0.0 $297k NEW 12k 25.95
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Verizon Communications (VZ) 0.0 $296k 7.8k 37.70
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W.R. Berkley Corporation (WRB) 0.0 $292k 4.1k 70.72
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J.M. Smucker Company (SJM) 0.0 $289k 2.3k 126.38
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Cognizant Technology Solutions (CTSH) 0.0 $287k 3.8k 75.53
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $285k 1.6k 173.89
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American Express Company (AXP) 0.0 $278k 1.5k 187.34
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Fidelity Contrafund New Insigh MF (FINSX) 0.0 $275k NEW 8.1k 34.00
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Jacobs Engineering Group (J) 0.0 $273k -85% 2.1k 129.80
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Bank Ozk (OZK) 0.0 $271k NEW 5.4k 49.83
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Harbor Funds Cap Apprec Inst MF (HACAX) 0.0 $269k NEW 2.8k 96.49
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Harris Assoc Inv Tr Oakmrk Slt MF 0.0 $266k NEW 3.8k 70.29
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Dominion Resources (D) 0.0 $263k 5.6k 47.00
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Lowe's Companies (LOW) 0.0 $254k +10% 1.1k 222.55
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Novartis (NVS) 0.0 $251k 2.5k 100.97
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Invesco Qqq Trust Etf (QQQ) 0.0 $251k NEW 612.00 409.52
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Norfolk Southern (NSC) 0.0 $247k 1.0k 236.38
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EOG Resources (EOG) 0.0 $239k 2.0k 120.95
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Deere & Company (DE) 0.0 $238k 594.00 399.87
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CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $237k 1.6k 152.79
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Phillips 66 (PSX) 0.0 $233k 1.7k 133.14
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Brown-Forman Corporation (BF.B) 0.0 $231k 4.1k 57.10
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Vanguard Ftse Developed Market Etf (VEA) 0.0 $227k -8% 4.7k 47.90
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Fidelity Tr 500 Index Fund MF (FXAIX) 0.0 $220k NEW 1.3k 165.44
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Fidelity Contrafund MF (FCNTX) 0.0 $220k NEW 14k 16.09
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Air Products & Chemicals (APD) 0.0 $219k 801.00 273.80
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Trade Desk (TTD) 0.0 $216k 3.0k 71.96
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Oneok (OKE) 0.0 $216k NEW 3.1k 70.22
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O'reilly Automotive (ORLY) 0.0 $210k 221.00 950.08
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Ishares Msci Emerging Markets Etf (EEM) 0.0 $208k NEW 5.2k 40.21
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Carrier Global Corporation (CARR) 0.0 $207k NEW 3.6k 57.45
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Cadence Bank (CADE) 0.0 $205k NEW 6.9k 29.59
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Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $204k NEW 4.2k 48.03
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Blackrock Funds Iv Systamt Mlt MF (BIMBX) 0.0 $187k NEW 19k 9.84
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New York Community Ban (NYCB) 0.0 $155k +7% 15k 10.23
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Blackrock Mgd Fund Inst MF 0.0 $107k NEW 11k 9.38
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Federated Hermes Equity Funds MF (KAUFX) 0.0 $90k NEW 17k 5.26
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Searchlight Minerals (SRCH) 0.0 $108.000000 27k 0.00
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Past Filings by Moody Lynn & Lieberson

SEC 13F filings are viewable for Moody Lynn & Lieberson going back to 2011

View all past filings