Moody Lynn & Co/
Latest statistics and disclosures from Moody Lynn Lieberson & Walker's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AVGO, LLY, GLD, and represent 26.86% of Moody Lynn Lieberson & Walker's stock portfolio.
- Added to shares of these 10 stocks: GEV (+$12M), CVX (+$6.3M), AZN, AEP, PEP, UNP, GILD, MDLZ, NOC, XOM.
- Started 10 new stock positions in INDA, EWJ, AMCR, HBAN, ENTG, GNRC, EOG, BHP, AZN, FOCPX.
- Reduced shares in these 10 stocks: ABT (-$6.5M), NOW (-$6.3M), BX (-$5.9M), ETN (-$5.8M), GLD (-$5.5M), NFLX, AstraZeneca, ANET, AXP, ABBV.
- Sold out of its positions in EADSY, AMAT, ARWR, AstraZeneca, BKNG, BR, BEPC, Cadence Bank, CPRT, FDSVX.
- Moody Lynn Lieberson & Walker was a net seller of stock by $-15M.
- Moody Lynn Lieberson & Walker has $1.8B in assets under management (AUM), dropping by -5.57%.
- Central Index Key (CIK): 0000938592
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Portfolio Holdings for Moody Lynn Lieberson & Walker
Moody Lynn Lieberson & Walker holds 250 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.5 | $115M | 401k | 287.56 |
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| NVIDIA Corporation (NVDA) | 6.3 | $112M | 643k | 174.40 |
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| Broadcom (AVGO) | 5.6 | $100M | 323k | 309.51 |
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| Eli Lilly & Co. (LLY) | 4.3 | $77M | 83k | 919.77 |
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| Spdr Gold Shares Etf (GLD) | 4.2 | $75M | -6% | 173k | 430.29 |
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| Microsoft Corporation (MSFT) | 4.1 | $72M | 195k | 370.17 |
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| Apple (AAPL) | 4.0 | $71M | 279k | 253.79 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $59M | -3% | 202k | 294.16 |
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| Amazon (AMZN) | 2.9 | $51M | 245k | 208.27 |
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| Berkshire Hathaway (BRK.B) | 2.7 | $48M | +2% | 100k | 479.20 |
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| Ge Vernova (GEV) | 2.5 | $44M | +35% | 51k | 872.90 |
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| Waste Management (WM) | 2.4 | $43M | 188k | 229.79 |
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| Morgan Stanley (MS) | 2.3 | $41M | -4% | 249k | 164.57 |
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| MasterCard Incorporated (MA) | 2.2 | $40M | 80k | 499.66 |
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| Abbvie (ABBV) | 2.2 | $38M | -8% | 176k | 217.49 |
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| Linde (LIN) | 2.0 | $36M | +8% | 72k | 495.76 |
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| Johnson & Johnson (JNJ) | 1.7 | $31M | +3% | 127k | 244.44 |
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| Netflix (NFLX) | 1.6 | $29M | -13% | 299k | 96.15 |
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| Stryker Corporation (SYK) | 1.6 | $28M | +2% | 86k | 328.59 |
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| Blackstone Group Inc Com Cl A (BX) | 1.5 | $26M | -18% | 227k | 114.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $26M | +4% | 58k | 446.54 |
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| Chevron Corporation (CVX) | 1.4 | $25M | +33% | 122k | 206.90 |
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| Eaton (ETN) | 1.3 | $23M | -20% | 65k | 357.67 |
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| Home Depot (HD) | 1.3 | $22M | 68k | 328.89 |
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| Abbott Laboratories (ABT) | 1.2 | $21M | -23% | 207k | 102.67 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $21M | +3% | 43k | 491.53 |
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| Northrop Grumman Corporation (NOC) | 1.1 | $20M | +17% | 29k | 682.24 |
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| Coca-Cola Company (KO) | 1.1 | $20M | +9% | 258k | 76.05 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $17M | +20% | 102k | 169.66 |
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| Southern Company (SO) | 1.0 | $17M | +4% | 178k | 96.52 |
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| Gilead Sciences (GILD) | 0.9 | $17M | +22% | 119k | 139.37 |
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| Hitachi (HTHIY) | 0.9 | $17M | +5% | 570k | 29.11 |
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| Pepsi (PEP) | 0.9 | $16M | +27% | 105k | 155.29 |
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| Wells Fargo & Company (WFC) | 0.9 | $16M | +4% | 197k | 79.61 |
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| Ferguson (FERG) | 0.9 | $16M | -10% | 67k | 233.26 |
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| Union Pacific Corporation (UNP) | 0.8 | $15M | +27% | 61k | 242.62 |
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| Alphabet Inc Class C cs (GOOG) | 0.8 | $14M | -6% | 49k | 286.86 |
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| Visa (V) | 0.6 | $12M | 38k | 302.24 |
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| McDonald's Corporation (MCD) | 0.6 | $11M | 37k | 310.79 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.6 | $11M | -13% | 18k | 650.34 |
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| General Electric (GE) | 0.5 | $9.6M | 34k | 283.77 |
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| Servicenow (NOW) | 0.5 | $9.2M | -40% | 88k | 104.55 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $8.8M | 46k | 192.90 |
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| Mondelez Int (MDLZ) | 0.4 | $8.0M | +60% | 139k | 57.64 |
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| Procter & Gamble Company (PG) | 0.4 | $6.7M | 47k | 144.44 |
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| Goldman Sachs (GS) | 0.4 | $6.4M | -3% | 7.6k | 845.99 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $6.1M | +4% | 31k | 194.14 |
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| Merck & Co (MRK) | 0.3 | $6.0M | +10% | 50k | 120.29 |
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| Builders FirstSource (BLDR) | 0.3 | $5.9M | +73% | 72k | 82.33 |
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| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $5.8M | 18k | 320.82 |
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| Palo Alto Networks (PANW) | 0.3 | $5.7M | +47% | 35k | 160.32 |
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| L3harris Technologies (LHX) | 0.3 | $5.2M | -5% | 15k | 345.15 |
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| Astrazeneca Plc Ord (AZN) | 0.3 | $4.5M | NEW | 23k | 197.22 |
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| Amgen (AMGN) | 0.2 | $4.4M | -5% | 12k | 351.85 |
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| Novartis (NVS) | 0.2 | $4.3M | -3% | 28k | 152.75 |
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| Amphenol Corporation (APH) | 0.2 | $4.3M | -2% | 34k | 126.35 |
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| American Electric Power Company (AEP) | 0.2 | $4.2M | +1368% | 32k | 131.08 |
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| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.2 | $4.2M | -4% | 19k | 218.75 |
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| IDEXX Laboratories (IDXX) | 0.2 | $4.1M | 7.3k | 561.89 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $3.7M | 105k | 35.14 |
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| Automatic Data Processing (ADP) | 0.2 | $3.7M | 18k | 203.18 |
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| Arista Networks (ANET) | 0.2 | $3.7M | -50% | 30k | 122.78 |
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| Intuitive Surgical (ISRG) | 0.2 | $3.4M | 7.4k | 460.99 |
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| Extra Space Storage (EXR) | 0.2 | $3.4M | 26k | 131.13 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $3.2M | 10k | 313.81 |
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| Howmet Aerospace (HWM) | 0.2 | $3.2M | +36% | 14k | 230.46 |
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| O'reilly Automotive (ORLY) | 0.2 | $3.0M | -44% | 33k | 92.31 |
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| Quanta Services (PWR) | 0.2 | $3.0M | -5% | 5.4k | 549.02 |
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| Church & Dwight (CHD) | 0.2 | $2.9M | +9% | 31k | 93.32 |
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| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.9M | +3% | 4.7k | 602.51 |
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| Cisco Systems (CSCO) | 0.2 | $2.8M | 37k | 77.59 |
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| Sherwin-Williams Company (SHW) | 0.2 | $2.8M | -28% | 8.8k | 320.55 |
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| BHP Billiton (BHP) | 0.2 | $2.8M | NEW | 39k | 72.74 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $2.6M | -2% | 15k | 168.85 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.1 | $2.5M | -6% | 5.9k | 426.40 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | 2.7k | 895.24 |
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| Deere & Company (DE) | 0.1 | $2.4M | +612% | 4.3k | 563.30 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.4M | -7% | 3.1k | 772.64 |
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| SPDR S&P Biotech (XBI) | 0.1 | $2.3M | -3% | 18k | 127.73 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.2M | -3% | 17k | 131.01 |
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| Facebook Inc cl a (META) | 0.1 | $2.1M | -5% | 3.7k | 572.13 |
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| Marriott International (MAR) | 0.1 | $2.1M | +21% | 6.3k | 327.07 |
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| Illinois Tool Works (ITW) | 0.1 | $1.9M | 7.3k | 260.29 |
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| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.8M | +4% | 9.5k | 191.92 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.8M | 14k | 124.28 |
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| TJX Companies (TJX) | 0.1 | $1.8M | +33% | 11k | 159.70 |
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| Rollins (ROL) | 0.1 | $1.7M | 32k | 53.41 |
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| W.W. Grainger (GWW) | 0.1 | $1.7M | 1.6k | 1090.81 |
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| State Str Spdr S&p Midcap 400 Etf (MDY) | 0.1 | $1.7M | 2.7k | 616.76 |
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| Republic Services (RSG) | 0.1 | $1.7M | 7.6k | 219.02 |
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| State Str Spdr Dow Jones Indl Etf (DIA) | 0.1 | $1.6M | 3.5k | 463.19 |
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| Crh (CRH) | 0.1 | $1.5M | +11% | 15k | 105.12 |
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| Iron Mountain (IRM) | 0.1 | $1.4M | 14k | 102.14 |
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| HEICO Corporation (HEI) | 0.1 | $1.4M | -57% | 5.1k | 274.20 |
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| Accenture (ACN) | 0.1 | $1.4M | -2% | 6.9k | 198.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 1.4k | 996.43 |
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| Eastern Bankshares (EBC) | 0.1 | $1.3M | 68k | 19.56 |
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| Curtiss-Wright (CW) | 0.1 | $1.3M | -2% | 2.0k | 681.12 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.3M | 5.2k | 248.00 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | -3% | 8.5k | 147.11 |
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| Old Westbury Funds Inc Large C MF (OWLSX) | 0.1 | $1.2M | 62k | 19.91 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.2M | +2% | 6.0k | 197.50 |
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| Trane Technologies (TT) | 0.1 | $1.1M | 2.7k | 416.74 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.1M | 5.3k | 215.06 |
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| Cabot Corporation (CBT) | 0.1 | $1.1M | 15k | 75.31 |
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| Blackrock (BLK) | 0.1 | $1.1M | 1.2k | 961.71 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.1M | -33% | 12k | 97.13 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.1M | 4.5k | 247.08 |
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| Agnico (AEM) | 0.1 | $1.1M | -3% | 5.4k | 202.98 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.1M | 9.7k | 113.11 |
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| American Express Company (AXP) | 0.1 | $1.1M | -77% | 3.6k | 302.48 |
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| Public Storage (PSA) | 0.1 | $1.1M | 4.0k | 270.88 |
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| Asml Holding (ASML) | 0.1 | $1.0M | -14% | 789.00 | 1320.83 |
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| Altria (MO) | 0.1 | $1.0M | 16k | 65.99 |
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| Mettler-Toledo International (MTD) | 0.1 | $1.0M | 802.00 | 1261.20 |
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| Palantir Technologies (PLTR) | 0.1 | $979k | +6% | 6.7k | 146.28 |
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| Lam Research (LRCX) | 0.1 | $949k | -6% | 4.4k | 213.66 |
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| Ishares S&p Midcap Fund Etf (IJH) | 0.1 | $936k | 14k | 67.53 |
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| Pfizer (PFE) | 0.1 | $932k | +24% | 33k | 28.08 |
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| Yum! Brands (YUM) | 0.1 | $920k | 5.9k | 155.48 |
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| Health Care SPDR (XLV) | 0.1 | $909k | 6.2k | 146.61 |
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| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $902k | 24k | 38.07 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $892k | 1.5k | 597.55 |
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| Walt Disney Company (DIS) | 0.1 | $892k | -3% | 9.3k | 96.38 |
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| Commercial Metals Company (CMC) | 0.0 | $887k | 14k | 61.43 |
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| salesforce (CRM) | 0.0 | $842k | 4.5k | 186.67 |
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| Axon Enterprise (AXON) | 0.0 | $841k | 2.0k | 424.69 |
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| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $826k | 9.0k | 91.77 |
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| Honeywell International (HON) | 0.0 | $798k | -18% | 3.5k | 226.03 |
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| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $790k | +25% | 3.5k | 227.38 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $782k | -2% | 10k | 77.08 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $781k | 8.0k | 97.23 |
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| Williams Companies (WMB) | 0.0 | $769k | 11k | 72.78 |
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| Starbucks Corporation (SBUX) | 0.0 | $741k | 8.3k | 89.59 |
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| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $738k | 24k | 30.38 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $732k | 2.9k | 250.58 |
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| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $729k | 5.9k | 124.31 |
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| Corning Incorporated (GLW) | 0.0 | $720k | 5.3k | 135.97 |
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| Intercontinental Exchange (ICE) | 0.0 | $718k | -2% | 4.6k | 157.28 |
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| Msci (MSCI) | 0.0 | $717k | 1.3k | 539.01 |
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| Nextera Energy (NEE) | 0.0 | $714k | 7.7k | 92.88 |
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| Danaher Corporation (DHR) | 0.0 | $712k | +47% | 3.8k | 189.60 |
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| Analog Devices (ADI) | 0.0 | $707k | 2.2k | 318.14 |
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| Bank of America Corporation (BAC) | 0.0 | $706k | -40% | 15k | 48.75 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $705k | 608.00 | 1158.96 |
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| American Tower Reit (AMT) | 0.0 | $705k | 4.1k | 172.58 |
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| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $704k | 2.5k | 287.13 |
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| Performance Food (PFGC) | 0.0 | $700k | +29% | 8.2k | 85.66 |
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| ConocoPhillips (COP) | 0.0 | $696k | +18% | 5.3k | 132.00 |
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| PNM Resources (TXNM) | 0.0 | $691k | 12k | 58.46 |
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| Cheniere Energy (LNG) | 0.0 | $682k | 2.4k | 283.76 |
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| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $673k | 28k | 24.51 |
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| Dover Corporation (DOV) | 0.0 | $667k | 3.2k | 208.45 |
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| Chubb (CB) | 0.0 | $667k | 2.0k | 325.93 |
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| Fidelity Asset Mgr MF (FSANX) | 0.0 | $654k | 39k | 16.97 |
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| Enterprise Products Partners (EPD) | 0.0 | $654k | 17k | 37.84 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $653k | +18% | 1.1k | 604.39 |
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| Packaging Corporation of America (PKG) | 0.0 | $640k | 3.0k | 212.22 |
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| New Perspective Fund MF (ANWPX) | 0.0 | $630k | 9.4k | 66.87 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $624k | -80% | 1.6k | 390.41 |
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| International Business Machines (IBM) | 0.0 | $608k | 2.5k | 242.39 |
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| Emerson Electric (EMR) | 0.0 | $608k | 4.6k | 131.02 |
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| Travelers Companies (TRV) | 0.0 | $602k | 2.1k | 291.68 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $601k | 6.1k | 98.42 |
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| Fidelity Contrafund MF (FCNTX) | 0.0 | $591k | +75% | 26k | 22.96 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $588k | 8.7k | 67.57 |
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| Snap-on Incorporated (SNA) | 0.0 | $588k | 1.6k | 363.22 |
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| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $578k | 11k | 53.43 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $571k | -23% | 8.6k | 66.28 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $564k | -2% | 5.7k | 99.10 |
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| Ishares Msci Japan Etf Etf (EWJ) | 0.0 | $559k | NEW | 6.6k | 84.44 |
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| Watsco, Incorporated (WSO) | 0.0 | $549k | 1.5k | 363.79 |
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| Nike (NKE) | 0.0 | $529k | 10k | 52.82 |
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| Shopify Inc cl a (SHOP) | 0.0 | $519k | -86% | 4.4k | 118.62 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $511k | +3% | 782.00 | 653.21 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $509k | 7.9k | 64.08 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $505k | 3.3k | 151.41 |
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| Vanguard Star Funds Tl Int Sto MF (VTIAX) | 0.0 | $499k | +47% | 12k | 41.20 |
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| Schwab Capital Trust S&p 500id MF (SWPPX) | 0.0 | $472k | 28k | 16.77 |
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| Simon Property (SPG) | 0.0 | $471k | 2.5k | 186.53 |
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| Wec Energy Group (WEC) | 0.0 | $466k | 4.0k | 115.77 |
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| Blackstone Real Estate Income | 0.0 | $461k | 32k | 14.24 |
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| Spotify Technology Sa (SPOT) | 0.0 | $439k | 905.00 | 484.91 |
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| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $430k | 5.7k | 75.10 |
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| PNC Financial Services (PNC) | 0.0 | $421k | 2.0k | 208.09 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.0 | $418k | -29% | 7.7k | 54.05 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $404k | -9% | 1.9k | 211.15 |
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| Allstate Corporation (ALL) | 0.0 | $400k | 1.9k | 207.34 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $396k | -4% | 1.6k | 243.08 |
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| Generac Holdings (GNRC) | 0.0 | $394k | NEW | 2.0k | 195.33 |
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| Verizon Communications (VZ) | 0.0 | $392k | +3% | 7.8k | 50.20 |
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| Intel Corporation (INTC) | 0.0 | $390k | -2% | 8.8k | 44.13 |
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| Intuit (INTU) | 0.0 | $379k | -21% | 876.00 | 432.38 |
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| Loews Corporation (L) | 0.0 | $378k | -2% | 3.5k | 106.74 |
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| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $377k | 8.1k | 46.63 |
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| Invesco Qqq Trust Etf (QQQ) | 0.0 | $371k | 643.00 | 577.18 |
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| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $369k | 9.1k | 40.80 |
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| U.S. Bancorp (USB) | 0.0 | $368k | +2% | 7.1k | 52.01 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $363k | 1.2k | 300.83 |
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| Hf Sinclair Corp (DINO) | 0.0 | $362k | 5.8k | 62.39 |
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| Dominion Resources (D) | 0.0 | $348k | 5.6k | 61.82 |
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| Norfolk Southern (NSC) | 0.0 | $343k | 1.2k | 287.00 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $340k | +9% | 8.4k | 40.47 |
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| Waters Corporation (WAT) | 0.0 | $326k | +2% | 1.1k | 297.80 |
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| Prologis (PLD) | 0.0 | $324k | 2.5k | 132.18 |
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| McCormick & Company, Incorporated (MKC) | 0.0 | $324k | +2% | 6.4k | 50.44 |
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| Philip Morris International (PM) | 0.0 | $321k | 1.9k | 165.34 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $319k | +3% | 1.5k | 213.67 |
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| Fidelity Secs Fund Otc Portfol MF (FOCPX) | 0.0 | $309k | NEW | 13k | 23.36 |
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| Ecolab (ECL) | 0.0 | $307k | 1.2k | 266.02 |
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| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $302k | 3.6k | 83.87 |
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| NRG Energy (NRG) | 0.0 | $293k | 2.0k | 146.14 |
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| Public Service Enterprise (PEG) | 0.0 | $292k | 3.6k | 80.95 |
|
|
| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $290k | 2.8k | 103.84 |
|
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $289k | 10k | 28.00 |
|
|
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $286k | 10k | 27.91 |
|
|
| Sap (SAP) | 0.0 | $281k | -8% | 1.6k | 171.21 |
|
| Oneok (OKE) | 0.0 | $272k | 3.0k | 90.39 |
|
|
| Ftai Aviation (FTAI) | 0.0 | $271k | -30% | 1.1k | 245.00 |
|
| Cummins (CMI) | 0.0 | $270k | +6% | 502.00 | 538.02 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $269k | NEW | 17k | 15.65 |
|
| Jacobs Engineering Group (J) | 0.0 | $269k | 2.1k | 127.28 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $266k | 4.3k | 62.60 |
|
|
| Dutch Bros (BROS) | 0.0 | $266k | 5.2k | 50.66 |
|
|
| Ishares Msci India Etf Etf (INDA) | 0.0 | $263k | NEW | 5.6k | 46.84 |
|
| Abb (ABBNY) | 0.0 | $260k | +2% | 3.2k | 80.48 |
|
| Micron Technology (MU) | 0.0 | $246k | 728.00 | 337.84 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $244k | 4.2k | 58.78 |
|
|
| Barrick Mining Corp (B) | 0.0 | $243k | 6.0k | 40.79 |
|
|
| EOG Resources (EOG) | 0.0 | $232k | NEW | 1.6k | 144.57 |
|
| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.0 | $230k | -30% | 13k | 17.63 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $226k | 4.1k | 55.65 |
|
|
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $225k | 5.3k | 42.49 |
|
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $223k | 2.4k | 92.74 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $222k | 1.6k | 142.85 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $222k | 2.6k | 85.23 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $222k | 2.3k | 96.44 |
|
|
| Vanguard Small-cap Growth Inde Etf (VBK) | 0.0 | $216k | 715.00 | 302.25 |
|
|
| Amcor (AMCR) | 0.0 | $215k | NEW | 5.4k | 39.75 |
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $214k | 3.5k | 61.35 |
|
|
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $214k | 1.0k | 208.05 |
|
|
| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $214k | 2.5k | 84.91 |
|
|
| Entegris (ENTG) | 0.0 | $202k | NEW | 1.7k | 117.24 |
|
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $157k | 15k | 10.49 |
|
|
| Vanguard Ma Tax Exempt Fund MF (VMATX) | 0.0 | $157k | 16k | 10.03 |
|
|
| Elicio Therapeutics (ELTX) | 0.0 | $107k | 10k | 10.69 |
|
|
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $105k | 11k | 9.54 |
|
|
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $89k | -16% | 17k | 5.16 |
|
| Proqr Thrapeutics N V shs euro (PRQR) | 0.0 | $41k | 25k | 1.62 |
|
|
| Searchlight Minerals (SRCH) | 0.0 | $135.000000 | 27k | 0.01 |
|
Past Filings by Moody Lynn Lieberson & Walker
SEC 13F filings are viewable for Moody Lynn Lieberson & Walker going back to 2011
- Moody Lynn Lieberson & Walker 2026 Q1 filed April 13, 2026
- Moody Lynn & Lieberson 2025 Q4 filed Jan. 15, 2026
- 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