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, AAPL, and represent 29.54% of Moody Lynn Lieberson & Walker's stock portfolio.
- Added to shares of these 10 stocks: MRK (+$7.8M), AEP (+$7.3M), NSRGY (+$5.0M), VWO, ABT, TSM, CSCO, ADI, CMI, DVN.
- Started 34 new stock positions in NBIX, KRE, CAT, UNH, BBJP, AVB, DVN, CTRE, HON, HONA.
- Reduced shares in these 10 stocks: WFC (-$12M), , GLD (-$8.6M), PEP (-$7.4M), NOC (-$6.3M), , AVGO (-$5.7M), GOOGL (-$5.6M), LHX (-$5.2M), AZN.
- Sold out of its positions in BLDR, CTRA, CTSH, FOCPX, Honeywell International, ICE, ITA, INDA, LHX, MKC. PLD, REGN, ROL, XBI, NOW, SHOP, TRP, WPM, AZN, CHKP.
- Moody Lynn Lieberson & Walker was a net seller of stock by $-51M.
- Moody Lynn Lieberson & Walker has $1.9B in assets under management (AUM), dropping by 6.38%.
- Central Index Key (CIK): 0000938592
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Portfolio Holdings for Moody Lynn Lieberson & Walker
Moody Lynn Lieberson & Walker holds 264 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $138M | -3% | 385k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 6.7 | $127M | 634k | 200.09 |
|
|
| Broadcom (AVGO) | 6.1 | $116M | -4% | 308k | 377.75 |
|
| Eli Lilly & Co. (LLY) | 5.1 | $97M | -2% | 81k | 1199.43 |
|
| Apple (AAPL) | 4.3 | $82M | 282k | 289.36 |
|
|
| Microsoft Corporation (MSFT) | 3.7 | $70M | -4% | 186k | 373.02 |
|
| JPMorgan Chase & Co. (JPM) | 3.4 | $64M | -2% | 196k | 327.33 |
|
| Amazon (AMZN) | 3.2 | $60M | +2% | 252k | 238.34 |
|
| Ge Vernova (GEV) | 3.1 | $59M | 50k | 1174.86 |
|
|
| Spdr Gold Shares Etf (GLD) | 2.9 | $55M | -13% | 150k | 368.38 |
|
| Morgan Stanley (MS) | 2.8 | $54M | +2% | 256k | 209.04 |
|
| Berkshire Hathaway (BRK.B) | 2.6 | $49M | -2% | 98k | 500.39 |
|
| Abbvie (ABBV) | 2.2 | $43M | -4% | 169k | 251.64 |
|
| Waste Management (WM) | 2.1 | $40M | -4% | 180k | 222.88 |
|
| MasterCard Incorporated (MA) | 2.0 | $39M | -5% | 75k | 513.60 |
|
| Linde (LIN) | 1.9 | $36M | -2% | 70k | 518.94 |
|
| Johnson & Johnson (JNJ) | 1.8 | $34M | +6% | 135k | 253.97 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $28M | 57k | 496.73 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $27M | +2% | 232k | 117.67 |
|
| Eaton (ETN) | 1.4 | $27M | -2% | 63k | 426.12 |
|
| Stryker Corporation (SYK) | 1.3 | $25M | -9% | 78k | 314.84 |
|
| Abbott Laboratories (ABT) | 1.2 | $23M | +20% | 248k | 90.74 |
|
| Home Depot (HD) | 1.2 | $22M | -6% | 64k | 352.68 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $21M | -3% | 41k | 501.36 |
|
| Chevron Corporation (CVX) | 1.1 | $20M | 120k | 165.76 |
|
|
| Coca-Cola Company (KO) | 1.0 | $20M | -5% | 243k | 81.27 |
|
| Netflix (NFLX) | 1.0 | $19M | -9% | 270k | 71.40 |
|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $18M | 49k | 353.33 |
|
|
| Hitachi (HTHIY) | 0.9 | $17M | +10% | 629k | 27.65 |
|
| Ferguson (FERG) | 0.9 | $17M | +6% | 71k | 237.33 |
|
| Union Pacific Corporation (UNP) | 0.9 | $16M | 60k | 272.00 |
|
|
| Southern Company (SO) | 0.8 | $15M | -10% | 160k | 95.71 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.8 | $15M | +16% | 20k | 746.77 |
|
| Merck & Co (MRK) | 0.7 | $14M | +121% | 111k | 128.50 |
|
| Palo Alto Networks (PANW) | 0.7 | $14M | +17% | 41k | 341.02 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $14M | 102k | 136.72 |
|
|
| Gilead Sciences (GILD) | 0.7 | $13M | -11% | 106k | 126.34 |
|
| Visa (V) | 0.7 | $13M | 38k | 343.09 |
|
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| General Electric (GE) | 0.7 | $13M | 34k | 373.73 |
|
|
| American Electric Power Company (AEP) | 0.6 | $12M | +164% | 86k | 136.81 |
|
| McDonald's Corporation (MCD) | 0.5 | $10M | +2% | 38k | 270.31 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $9.7M | +3% | 33k | 298.07 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $8.5M | -42% | 17k | 509.31 |
|
| Cisco Systems (CSCO) | 0.4 | $8.1M | +86% | 69k | 117.46 |
|
| Mondelez Int (MDLZ) | 0.4 | $8.0M | 138k | 57.84 |
|
|
| Goldman Sachs (GS) | 0.4 | $8.0M | +3% | 7.9k | 1011.37 |
|
| Pepsi (PEP) | 0.4 | $6.8M | -51% | 50k | 135.40 |
|
| Vanguard Total Stock Market In Etf (VTI) | 0.4 | $6.7M | 18k | 370.03 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $6.6M | -24% | 35k | 189.73 |
|
| Procter & Gamble Company (PG) | 0.3 | $6.3M | -8% | 43k | 146.64 |
|
| Amphenol Corporation (APH) | 0.3 | $6.0M | 34k | 176.32 |
|
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $5.6M | +862% | 55k | 102.69 |
|
| Arista Networks (ANET) | 0.3 | $5.1M | 30k | 169.88 |
|
|
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.2 | $4.7M | +915% | 79k | 59.69 |
|
| Novartis (NVS) | 0.2 | $4.5M | +2% | 29k | 156.72 |
|
| Wells Fargo & Company (WFC) | 0.2 | $4.5M | -72% | 54k | 82.64 |
|
| Analog Devices (ADI) | 0.2 | $4.5M | +406% | 11k | 397.17 |
|
| Crh (CRH) | 0.2 | $4.1M | +160% | 38k | 107.00 |
|
| Automatic Data Processing (ADP) | 0.2 | $4.1M | 18k | 223.95 |
|
|
| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $4.1M | 10k | 393.96 |
|
|
| Quanta Services (PWR) | 0.2 | $4.0M | 5.5k | 720.04 |
|
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| Howmet Aerospace (HWM) | 0.2 | $3.9M | +5% | 15k | 268.86 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $3.8M | 7.3k | 526.44 |
|
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| Taiwan Semiconductor Mfg (TSM) | 0.2 | $3.8M | NEW | 7.9k | 477.57 |
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| Extra Space Storage (EXR) | 0.2 | $3.7M | 26k | 145.30 |
|
|
| Cummins (CMI) | 0.2 | $3.5M | +865% | 4.8k | 713.21 |
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| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $3.2M | 4.7k | 692.03 |
|
|
| O'reilly Automotive (ORLY) | 0.2 | $3.2M | +4% | 34k | 92.09 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.1M | 9.0k | 344.32 |
|
|
| Devon Energy Corporation (DVN) | 0.2 | $3.0M | NEW | 74k | 41.32 |
|
| Church & Dwight (CHD) | 0.2 | $3.0M | 31k | 96.88 |
|
|
| Ishares Russell 1000 Growth Et Etf (IWF) | 0.2 | $2.9M | +298% | 24k | 124.17 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.7M | 2.8k | 978.12 |
|
|
| Marriott International (MAR) | 0.1 | $2.6M | +10% | 7.0k | 370.59 |
|
| Intuitive Surgical (ISRG) | 0.1 | $2.5M | -14% | 6.3k | 397.68 |
|
| Old Westbury Funds Inc Large C MF (OWLSX) | 0.1 | $2.4M | +69% | 106k | 22.32 |
|
| Technology SPDR (XLK) | 0.1 | $2.3M | NEW | 12k | 190.52 |
|
| HEICO Corporation (HEI.A) | 0.1 | $2.2M | NEW | 8.6k | 257.91 |
|
| W.W. Grainger (GWW) | 0.1 | $2.1M | 1.6k | 1360.40 |
|
|
| Neurocrine Biosciences (NBIX) | 0.1 | $2.1M | NEW | 13k | 168.53 |
|
| Facebook Inc cl a (META) | 0.1 | $2.0M | -3% | 3.6k | 563.29 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.0M | 7.3k | 270.47 |
|
|
| Deere & Company (DE) | 0.1 | $2.0M | -28% | 3.1k | 634.33 |
|
| HEICO Corporation (HEI) | 0.1 | $1.9M | +6% | 5.4k | 356.19 |
|
| Lam Research (LRCX) | 0.1 | $1.9M | 4.4k | 433.33 |
|
|
| State Str Spdr S&p Midcap 400 Etf (MDY) | 0.1 | $1.9M | 2.7k | 703.34 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.8M | +17% | 6.1k | 300.45 |
|
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.8M | -10% | 8.5k | 212.77 |
|
| State Str Spdr Dow Jones Indl Etf (DIA) | 0.1 | $1.8M | 3.5k | 522.39 |
|
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| Iron Mountain (IRM) | 0.1 | $1.8M | 14k | 126.31 |
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| Asml Holding (ASML) | 0.1 | $1.7M | +6% | 843.00 | 1989.44 |
|
| TJX Companies (TJX) | 0.1 | $1.7M | 11k | 151.50 |
|
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| Republic Services (RSG) | 0.1 | $1.6M | 7.6k | 213.08 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $1.6M | 14k | 113.26 |
|
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| Eastern Bankshares (EBC) | 0.1 | $1.5M | 69k | 22.24 |
|
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| Curtiss-Wright (CW) | 0.1 | $1.5M | 2.0k | 757.76 |
|
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| BHP Billiton (BHP) | 0.1 | $1.5M | -54% | 18k | 83.31 |
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| SPDR KBW Regional Banking (KRE) | 0.1 | $1.4M | NEW | 19k | 74.85 |
|
| American Express Company (AXP) | 0.1 | $1.4M | +15% | 4.2k | 338.25 |
|
| Trane Technologies (TT) | 0.1 | $1.4M | 2.8k | 491.16 |
|
|
| Cabot Corporation (CBT) | 0.1 | $1.4M | 15k | 90.82 |
|
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| Corning Incorporated (GLW) | 0.1 | $1.3M | 5.3k | 255.43 |
|
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.3M | 9.7k | 137.53 |
|
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| Old Westbury Funds Inc All Cap MF (OWACX) | 0.1 | $1.3M | +69% | 46k | 27.84 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $1.3M | -14% | 5.1k | 249.98 |
|
| Public Storage (PSA) | 0.1 | $1.3M | 4.0k | 318.31 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.3M | +3% | 9.1k | 139.63 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.3M | 5.3k | 236.62 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | -2% | 8.2k | 146.55 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.2M | 12k | 103.88 |
|
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| Performance Food (PFGC) | 0.1 | $1.2M | +30% | 11k | 111.79 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $1.2M | -3% | 1.5k | 763.14 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.2M | 4.5k | 260.44 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -10% | 1.2k | 935.47 |
|
| Micron Technology (MU) | 0.1 | $1.1M | +34% | 977.00 | 1154.29 |
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| Altria (MO) | 0.1 | $1.1M | 16k | 71.95 |
|
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| Axon Enterprise (AXON) | 0.1 | $1.1M | 2.0k | 560.61 |
|
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| Blackrock (BLK) | 0.1 | $1.1M | 1.2k | 961.56 |
|
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| Ishares S&p Midcap Fund Etf (IJH) | 0.1 | $1.1M | 14k | 77.11 |
|
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| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $1.1M | -64% | 5.5k | 190.19 |
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| Mettler-Toledo International (MTD) | 0.1 | $1.0M | 812.00 | 1277.51 |
|
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $1.0M | 1.5k | 686.81 |
|
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| Packaging Corporation of America (PKG) | 0.1 | $1.0M | +41% | 4.3k | 238.28 |
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| Amgen (AMGN) | 0.1 | $997k | -77% | 2.8k | 362.12 |
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| Health Care SPDR (XLV) | 0.1 | $984k | 6.2k | 158.66 |
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| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $960k | 24k | 40.55 |
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| Yum! Brands (YUM) | 0.0 | $942k | 5.9k | 159.86 |
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| Commercial Metals Company (CMC) | 0.0 | $916k | 15k | 62.75 |
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| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $892k | 24k | 36.74 |
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| Walt Disney Company (DIS) | 0.0 | $885k | 9.2k | 96.25 |
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| Palantir Technologies (PLTR) | 0.0 | $880k | +12% | 7.5k | 116.67 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $873k | 7.9k | 110.32 |
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| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $869k | 5.9k | 148.31 |
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| Agnico (AEM) | 0.0 | $862k | +2% | 5.6k | 155.13 |
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| Starbucks Corporation (SBUX) | 0.0 | $844k | 8.3k | 102.19 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $806k | 605.00 | 1332.04 |
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| Bank of America Corporation (BAC) | 0.0 | $806k | -2% | 14k | 56.98 |
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| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $805k | +307% | 10k | 80.57 |
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| Williams Companies (WMB) | 0.0 | $801k | 11k | 74.34 |
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| Msci (MSCI) | 0.0 | $756k | 1.4k | 560.04 |
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| Pfizer (PFE) | 0.0 | $734k | -8% | 31k | 24.08 |
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| Dover Corporation (DOV) | 0.0 | $730k | 3.3k | 224.28 |
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| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $724k | -20% | 2.8k | 261.25 |
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| New Perspective Fund MF (ANWPX) | 0.0 | $711k | 9.4k | 75.54 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $709k | -2% | 9.9k | 71.60 |
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| Nextera Energy (NEE) | 0.0 | $694k | +2% | 7.9k | 87.77 |
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| International Business Machines (IBM) | 0.0 | $685k | -2% | 2.4k | 281.21 |
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| PNM Resources (TXNM) | 0.0 | $680k | 12k | 56.78 |
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| Accenture (ACN) | 0.0 | $672k | -21% | 5.4k | 124.44 |
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| Travelers Companies (TRV) | 0.0 | $672k | 2.0k | 330.12 |
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| American Tower Reit (AMT) | 0.0 | $663k | 4.1k | 163.57 |
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| Chubb (CB) | 0.0 | $661k | -5% | 1.9k | 340.74 |
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| Emerson Electric (EMR) | 0.0 | $659k | 4.6k | 143.15 |
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| Snap-on Incorporated (SNA) | 0.0 | $659k | 1.6k | 402.40 |
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| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $656k | -3% | 8.7k | 75.45 |
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| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $649k | 11k | 59.99 |
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| Enterprise Products Partners (EPD) | 0.0 | $638k | 17k | 36.76 |
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| Watsco, Incorporated (WSO) | 0.0 | $637k | 1.5k | 416.73 |
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| Cheniere Energy (LNG) | 0.0 | $626k | +8% | 2.6k | 239.01 |
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| Ishares Msci Japan Etf Etf (EWJ) | 0.0 | $617k | 6.6k | 93.27 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $615k | 8.7k | 70.53 |
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| Mongodb Inc. Class A (MDB) | 0.0 | $600k | NEW | 1.8k | 335.90 |
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| Generac Holdings (GNRC) | 0.0 | $599k | 2.0k | 292.81 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $583k | +2% | 8.2k | 71.25 |
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| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.0 | $581k | +128% | 30k | 19.47 |
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| Simon Property (SPG) | 0.0 | $559k | 2.5k | 223.65 |
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| Vanguard Star Funds Tl Int Sto MF (VTIAX) | 0.0 | $558k | 12k | 45.94 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $551k | 1.1k | 509.46 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $549k | -43% | 1.6k | 334.82 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $548k | 8.8k | 62.05 |
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| ConocoPhillips (COP) | 0.0 | $546k | 5.2k | 103.96 |
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| Schwab Capital Trust S&p 500id MF (SWPPX) | 0.0 | $544k | 28k | 19.32 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $541k | 6.2k | 87.22 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $521k | 3.3k | 156.30 |
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| Fidelity Asset Mgr MF (FSANX) | 0.0 | $490k | -32% | 26k | 18.84 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $488k | -16% | 652.00 | 748.89 |
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| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $485k | 5.8k | 83.75 |
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| Wec Energy Group (WEC) | 0.0 | $471k | 4.0k | 116.77 |
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| Blackstone Real Estate Income | 0.0 | $467k | 32k | 14.43 |
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| Invesco Qqq Trust Etf (QQQ) | 0.0 | $466k | 633.00 | 736.40 |
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| PNC Financial Services (PNC) | 0.0 | $464k | -6% | 1.9k | 246.22 |
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| Danaher Corporation (DHR) | 0.0 | $459k | -35% | 2.4k | 190.48 |
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| Allstate Corporation (ALL) | 0.0 | $455k | 1.9k | 237.94 |
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| AvalonBay Communities (AVB) | 0.0 | $448k | NEW | 2.4k | 188.69 |
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| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $443k | 8.1k | 54.88 |
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| U.S. Bancorp (USB) | 0.0 | $423k | 7.0k | 60.40 |
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| Spotify Technology Sa (SPOT) | 0.0 | $416k | 907.00 | 459.13 |
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| Hf Sinclair Corp (DINO) | 0.0 | $412k | 5.9k | 69.65 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $411k | -5% | 1.8k | 227.06 |
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| Nike (NKE) | 0.0 | $411k | 10k | 41.05 |
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| Loews Corporation (L) | 0.0 | $409k | +2% | 3.6k | 113.21 |
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| Waters Corporation (WAT) | 0.0 | $407k | 1.1k | 375.04 |
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| Fidelity Contrafund MF (FCNTX) | 0.0 | $394k | -42% | 15k | 26.80 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $392k | +9% | 9.2k | 42.59 |
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| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $387k | 9.1k | 42.78 |
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| Dutch Bros (BROS) | 0.0 | $387k | +2% | 5.4k | 71.81 |
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| Citizens Financial (CFG) | 0.0 | $384k | NEW | 5.5k | 70.07 |
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| Marvell Technology (MRVL) | 0.0 | $383k | NEW | 1.3k | 297.89 |
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| Sanmina (SANM) | 0.0 | $382k | NEW | 1.5k | 253.08 |
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| Dominion Resources (D) | 0.0 | $381k | 5.6k | 68.29 |
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| Honeywell International (HON) | 0.0 | $380k | NEW | 1.7k | 223.97 |
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| Honeywell Aerospace (HONA) | 0.0 | $375k | NEW | 1.7k | 221.08 |
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| Applied Materials (AMAT) | 0.0 | $372k | NEW | 515.00 | 723.00 |
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| Norfolk Southern (NSC) | 0.0 | $371k | 1.2k | 314.59 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $350k | NEW | 1.2k | 301.71 |
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| salesforce (CRM) | 0.0 | $347k | -50% | 2.2k | 156.66 |
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| Abb (ABBNY) | 0.0 | $341k | -2% | 3.1k | 108.70 |
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| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $341k | 2.8k | 122.17 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $338k | 1.2k | 281.68 |
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| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $331k | 3.6k | 91.81 |
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| Philip Morris International (PM) | 0.0 | $330k | -6% | 1.8k | 180.91 |
|
| American Financial (AFG) | 0.0 | $329k | NEW | 2.4k | 139.94 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $327k | 1.6k | 205.02 |
|
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $327k | +5% | 11k | 30.05 |
|
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $320k | 10k | 31.15 |
|
|
| Ecolab (ECL) | 0.0 | $319k | 1.1k | 278.61 |
|
|
| Verizon Communications (VZ) | 0.0 | $318k | -3% | 7.5k | 42.34 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $315k | -12% | 1.3k | 242.43 |
|
| Entegris (ENTG) | 0.0 | $310k | 1.7k | 179.86 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $303k | 17k | 17.73 |
|
|
| Ftai Aviation (FTAI) | 0.0 | $298k | 1.1k | 270.53 |
|
|
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $294k | 1.0k | 285.58 |
|
|
| NRG Energy (NRG) | 0.0 | $291k | 2.0k | 146.06 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $289k | 3.6k | 81.16 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $283k | NEW | 7.0k | 40.35 |
|
| Amcor (AMCR) | 0.0 | $282k | +20% | 6.5k | 43.35 |
|
| UnitedHealth (UNH) | 0.0 | $275k | NEW | 662.00 | 415.63 |
|
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $270k | NEW | 7.0k | 38.50 |
|
| Jacobs Engineering Group (J) | 0.0 | $265k | 2.1k | 126.00 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $262k | 4.2k | 62.89 |
|
|
| Vanguard Small-cap Growth Inde Etf (VBK) | 0.0 | $262k | 715.00 | 365.70 |
|
|
| Oneok (OKE) | 0.0 | $259k | 3.0k | 86.94 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $258k | 2.3k | 112.50 |
|
|
| Sap (SAP) | 0.0 | $255k | 1.7k | 154.11 |
|
|
| Caterpillar (CAT) | 0.0 | $252k | NEW | 237.00 | 1064.90 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $251k | NEW | 6.8k | 37.12 |
|
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $249k | 5.3k | 46.92 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $247k | +17% | 4.8k | 51.60 |
|
| Hartford Mutual Funds Ii Inc S MF | 0.0 | $239k | NEW | 7.9k | 30.27 |
|
| Fidelity Growth Discovery MF (FDSVX) | 0.0 | $238k | NEW | 3.0k | 79.13 |
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $232k | 2.4k | 96.46 |
|
|
| First Citizens Bancshares PFD | 0.0 | $230k | NEW | 9.0k | 25.55 |
|
| Illumina (ILMN) | 0.0 | $230k | NEW | 1.3k | 175.83 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $227k | NEW | 1.6k | 144.61 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $227k | -4% | 2.5k | 91.68 |
|
| Vanguard Small-cap Index Fund Etf (VB) | 0.0 | $226k | NEW | 745.00 | 303.12 |
|
| Tokyo Electron Adr (TOELY) | 0.0 | $225k | NEW | 925.00 | 243.01 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $220k | NEW | 7.5k | 29.43 |
|
| Barrick Mining Corp (B) | 0.0 | $219k | 6.0k | 36.73 |
|
|
| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $218k | -15% | 2.1k | 103.22 |
|
| Abrdn Healthcare Investors Sh Etf (HQH) | 0.0 | $212k | NEW | 9.7k | 21.98 |
|
| Spdr Series Trust State Street Etf (SPYM) | 0.0 | $211k | NEW | 2.4k | 87.88 |
|
| Intuit (INTU) | 0.0 | $211k | -7% | 807.00 | 261.00 |
|
| Tesla Motors (TSLA) | 0.0 | $210k | NEW | 500.00 | 420.60 |
|
| Jpmorgan Betabuilders Japan Et Etf (BBJP) | 0.0 | $207k | NEW | 2.8k | 75.31 |
|
| EOG Resources (EOG) | 0.0 | $206k | 1.6k | 129.73 |
|
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $206k | NEW | 482.00 | 426.40 |
|
| Vanguard Ma Tax Exempt Fund MF (VMATX) | 0.0 | $160k | 16k | 10.22 |
|
|
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $156k | 15k | 10.42 |
|
|
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $111k | 17k | 6.45 |
|
|
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $106k | 11k | 9.67 |
|
|
| Proqr Thrapeutics N V shs euro (PRQR) | 0.0 | $47k | 25k | 1.86 |
|
|
| Elicio Therapeutics (ELTX) | 0.0 | $39k | 10k | 3.91 |
|
|
| Searchlight Minerals (SRCH) | 0.0 | $164.700000 | 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 Q2 filed July 20, 2026
- 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