Moody Lynn & Co/

Moody Lynn & Lieberson as of Dec. 31, 2024

Portfolio Holdings for Moody Lynn & Lieberson

Moody Lynn & Lieberson holds 246 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 7.2 $118M 509k 231.84
NVIDIA Corporation (NVDA) 6.0 $97M 723k 134.29
Microsoft Corporation (MSFT) 5.0 $81M 192k 421.50
Apple (AAPL) 4.7 $76M 305k 250.42
Alphabet Inc Class A cs (GOOGL) 4.6 $75M 394k 189.30
Eli Lilly & Co. (LLY) 4.0 $66M 85k 772.00
Amazon (AMZN) 3.2 $52M 239k 219.39
Berkshire Hathaway (BRK.B) 3.1 $50M 110k 453.28
Blackstone Group Inc Com Cl A (BX) 2.9 $48M 278k 172.42
JPMorgan Chase & Co. (JPM) 2.9 $47M 195k 239.71
Spdr Gold Shares Etf (GLD) 2.8 $45M 187k 242.13
MasterCard Incorporated (MA) 2.7 $43M 82k 526.57
Waste Management (WM) 2.3 $38M 188k 201.79
Servicenow (NOW) 2.1 $35M 33k 1060.12
Netflix (NFLX) 2.0 $32M 36k 891.32
Morgan Stanley (MS) 1.9 $31M 245k 125.72
Abbvie (ABBV) 1.7 $28M 156k 177.70
Abbott Laboratories (ABT) 1.7 $27M 241k 113.11
Linde (LIN) 1.7 $27M 65k 418.67
Eaton (ETN) 1.6 $26M 79k 331.87
Home Depot (HD) 1.6 $26M 67k 388.99
Thermo Fisher Scientific (TMO) 1.6 $26M 50k 520.23
Stryker Corporation (SYK) 1.5 $25M 70k 360.05
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $23M 57k 402.70
Lockheed Martin Corporation (LMT) 1.3 $21M 43k 485.94
Ge Vernova (GEV) 1.3 $21M 63k 328.93
Johnson & Johnson (JNJ) 1.1 $19M 129k 144.62
Visa (V) 1.1 $17M 54k 316.04
Pepsi (PEP) 1.0 $16M 106k 152.06
Spdr S&p 500 Etf Etf (SPY) 0.8 $12M 21k 586.08
Exxon Mobil Corporation (XOM) 0.8 $12M 114k 107.57
Southern Company (SO) 0.7 $12M 146k 82.32
McDonald's Corporation (MCD) 0.7 $11M 37k 289.89
Chevron Corporation (CVX) 0.6 $11M 73k 144.84
Alphabet Inc Class C cs (GOOG) 0.6 $10M 54k 190.44
Old Westbury Funds Inc Large C MF (OWLSX) 0.6 $9.3M 470k 19.83
Coca-Cola Company (KO) 0.6 $9.1M 145k 62.26
Bristol Myers Squibb (BMY) 0.5 $8.9M 158k 56.56
Procter & Gamble Company (PG) 0.5 $8.7M 52k 167.65
Texas Instruments Incorporated (TXN) 0.5 $8.5M 45k 187.51
Arista Networks (ANET) 0.5 $8.1M 73k 110.53
Intuitive Surgical (ISRG) 0.5 $7.7M 15k 521.96
Hitachi (HTHIY) 0.5 $7.7M 155k 49.46
Merck & Co (MRK) 0.5 $7.4M 74k 99.48
Palo Alto Networks (PANW) 0.4 $7.3M 40k 181.96
Marriott International (MAR) 0.4 $6.4M 23k 278.94
Northrop Grumman Corporation (NOC) 0.4 $5.9M 13k 469.29
Intercontinental Exchange (ICE) 0.4 $5.8M 39k 149.01
Automatic Data Processing (ADP) 0.3 $5.4M 18k 292.73
Vanguard Total Stock Market In Etf (VTI) 0.3 $5.0M 17k 289.82
Sap (SAP) 0.3 $4.8M 19k 246.21
Mondelez Int (MDLZ) 0.3 $4.7M 79k 59.73
Axon Enterprise (AXON) 0.3 $4.7M 7.9k 594.32
American Express Company (AXP) 0.3 $4.6M 15k 296.79
Oracle Corporation (ORCL) 0.3 $4.4M 26k 166.64
Goldman Sachs (GS) 0.3 $4.3M 7.5k 572.62
Ferguson (FERG) 0.3 $4.2M 24k 173.57
General Electric (GE) 0.3 $4.2M 25k 166.79
Extra Space Storage (EXR) 0.3 $4.2M 28k 149.60
Paypal Holdings (PYPL) 0.2 $3.9M 46k 85.35
Square Inc cl a (XYZ) 0.2 $3.8M 44k 84.99
Church & Dwight (CHD) 0.2 $3.6M 35k 104.71
Costco Wholesale Corporation (COST) 0.2 $3.5M 3.8k 916.27
Fortinet (FTNT) 0.2 $3.3M 34k 94.48
UnitedHealth (UNH) 0.2 $3.3M 6.4k 505.86
Accenture (ACN) 0.2 $3.2M 9.1k 351.79
Ishares Bitcoin Trust Etf Etf (IBIT) 0.2 $3.2M 60k 53.05
Motorola Solutions (MSI) 0.2 $3.2M 6.8k 462.23
International Business Machines (IBM) 0.2 $3.1M 14k 219.83
Ishares Russell 2000 Growth Et Etf (IWO) 0.2 $3.1M 11k 287.82
Spotify Technology Sa (SPOT) 0.2 $3.0M 6.8k 447.38
IDEXX Laboratories (IDXX) 0.2 $3.0M 7.2k 413.44
Facebook Inc cl a (META) 0.2 $3.0M 5.0k 585.51
Sherwin-Williams Company (SHW) 0.2 $2.9M 8.4k 339.93
Crh (CRH) 0.2 $2.8M 31k 92.52
Tesla Motors (TSLA) 0.2 $2.8M 7.0k 403.84
Raytheon Technologies Corp (RTX) 0.2 $2.7M 24k 115.72
Cabot Oil & Gas Corporation (CTRA) 0.2 $2.7M 105k 25.54
Vanguard Index Funds 500 Index MF (VFIAX) 0.2 $2.5M 4.6k 542.76
Adobe Systems Incorporated (ADBE) 0.1 $2.4M 5.5k 444.68
Mongodb Inc. Class A (MDB) 0.1 $2.4M 10k 232.81
Amphenol Corporation (APH) 0.1 $2.3M 33k 69.45
Cisco Systems (CSCO) 0.1 $2.2M 37k 59.20
Gilead Sciences (GILD) 0.1 $2.0M 21k 92.37
Quanta Services (PWR) 0.1 $1.9M 6.1k 316.05
Advanced Micro Devices (AMD) 0.1 $1.9M 16k 120.79
Illinois Tool Works (ITW) 0.1 $1.8M 7.3k 253.56
Honeywell International (HON) 0.1 $1.8M 7.9k 225.89
Parker-Hannifin Corporation (PH) 0.1 $1.7M 2.7k 636.03
salesforce (CRM) 0.1 $1.7M 5.0k 334.33
W.W. Grainger (GWW) 0.1 $1.7M 1.6k 1054.05
Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $1.5M 2.7k 569.58
Republic Services (RSG) 0.1 $1.5M 7.5k 201.18
Invesco S&p 500 Equal Weight E Etf (RSP) 0.1 $1.5M 8.5k 175.23
Spdr Dow Jones Industrial Aver Etf (DIA) 0.1 $1.5M 3.5k 425.50
Iron Mountain (IRM) 0.1 $1.4M 14k 105.11
Union Pacific Corporation (UNP) 0.1 $1.4M 6.1k 228.04
Danaher Corporation (DHR) 0.1 $1.4M 6.0k 229.55
Pfizer (PFE) 0.1 $1.4M 52k 26.53
Cabot Corporation (CBT) 0.1 $1.4M 15k 91.31
Blackrock (BLK) 0.1 $1.3M 1.3k 1025.11
Wal-Mart Stores (WMT) 0.1 $1.3M 14k 90.35
Public Storage (PSA) 0.1 $1.2M 4.0k 299.44
Bank of America Corporation (BAC) 0.1 $1.2M 27k 43.95
Otis Worldwide Corp (OTIS) 0.1 $1.2M 13k 92.61
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $1.2M 11k 101.53
Novo Nordisk A/S (NVO) 0.1 $1.1M 13k 86.02
Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.1M 5.0k 220.96
Walt Disney Company (DIS) 0.1 $1.1M 9.8k 111.35
Principal Funds Inc Mid Cap Fu MF (PCBIX) 0.1 $1.1M 24k 44.57
Intuit (INTU) 0.1 $1.0M 1.7k 628.50
Vanguard Dividend Appreciation Etf (VIG) 0.1 $1.0M 5.3k 195.83
TJX Companies (TJX) 0.1 $1.0M 8.5k 120.81
Nike (NKE) 0.1 $1.0M 14k 75.67
HEICO Corporation (HEI) 0.1 $1.0M 4.3k 237.74
Trane Technologies (TT) 0.1 $1.0M 2.7k 369.35
Old Westbury Funds Inc Sml Mid MF (OWSMX) 0.1 $976k 61k 16.00
Mettler-Toledo International (MTD) 0.1 $964k 788.00 1223.68
Take-Two Interactive Software (TTWO) 0.1 $924k 5.0k 184.08
Yum! Brands (YUM) 0.1 $907k 6.8k 134.16
Fiserv (FI) 0.1 $901k 4.4k 205.42
Ishares S&p Midcap Fund Etf (IJH) 0.1 $894k 14k 62.31
Health Care SPDR (XLV) 0.1 $883k 6.4k 137.57
Ishares Msci Eafe Etf Etf (EFA) 0.1 $880k 12k 75.61
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $838k 10k 81.70
Public Service Enterprise (PEG) 0.1 $836k 9.9k 84.49
Altria (MO) 0.1 $833k 16k 52.29
Vanguard S&p 500 Etf Etf (VOO) 0.1 $833k 1.5k 538.81
Emerson Electric (EMR) 0.1 $828k 6.7k 123.93
Msci (MSCI) 0.1 $825k 1.4k 600.01
Fidelity Asset Mgr MF (FSANX) 0.1 $818k 53k 15.49
Nextera Energy (NEE) 0.0 $802k 11k 71.69
TransDigm Group Incorporated (TDG) 0.0 $767k 605.00 1267.28
Starbucks Corporation (SBUX) 0.0 $760k 8.3k 91.25
American Tower Reit (AMT) 0.0 $748k 4.1k 183.41
Old Westbury Funds Inc All Cap MF (OWACX) 0.0 $746k 30k 25.28
Delaware Equity Funds V Small MF (DCZRX) 0.0 $739k 24k 30.42
Watsco, Incorporated (WSO) 0.0 $735k 1.6k 473.89
Analog Devices (ADI) 0.0 $731k 3.4k 212.46
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $719k 6.2k 115.22
Ishares Biotechnology Fund Etf (IBB) 0.0 $715k 5.4k 132.21
Amgen (AMGN) 0.0 $714k 2.7k 260.64
Commercial Metals Company (CMC) 0.0 $712k 14k 49.60
Curtiss-Wright (CW) 0.0 $709k 2.0k 354.87
Ishares Russell Mid-cap Etf Etf (IWR) 0.0 $699k 7.9k 88.40
Oneok (OKE) 0.0 $693k 6.9k 100.40
Ss&c Technologies Holding (SSNC) 0.0 $684k 9.0k 75.78
W.R. Berkley Corporation (WRB) 0.0 $675k 12k 58.52
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $673k 2.5k 264.16
Packaging Corporation of America (PKG) 0.0 $670k 3.0k 225.13
Broadridge Financial Solutions (BR) 0.0 $635k 2.8k 226.09
PNM Resources (TXNM) 0.0 $608k 12k 49.17
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $602k 1.0k 588.68
Williams Companies (WMB) 0.0 $594k 11k 54.12
Dover Corporation (DOV) 0.0 $592k 3.2k 187.60
New Perspective Fund MF (ANWPX) 0.0 $585k 9.4k 62.11
Copart (CPRT) 0.0 $574k 10k 57.39
Bj's Wholesale Club Holdings (BJ) 0.0 $566k 6.3k 89.35
Valero Energy Corporation (VLO) 0.0 $566k 4.6k 122.59
Snap-on Incorporated (SNA) 0.0 $562k 1.7k 339.48
Travelers Companies (TRV) 0.0 $552k 2.3k 240.89
Hess (HES) 0.0 $548k 4.1k 133.01
ConocoPhillips (COP) 0.0 $548k 5.5k 99.17
Cheniere Energy (LNG) 0.0 $520k 2.4k 214.87
Artisan Partners Funds Inc Int MF (APHKX) 0.0 $509k 11k 47.03
TPG (TPG) 0.0 $503k 8.0k 62.84
Hubspot (HUBS) 0.0 $500k 717.00 696.77
Enterprise Products Partners (EPD) 0.0 $498k 16k 31.36
Ecolab (ECL) 0.0 $491k 2.1k 234.32
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $489k 1.4k 342.16
Allstate Corporation (ALL) 0.0 $483k 2.5k 192.79
Eastern Bankshares (EBC) 0.0 $477k 28k 17.25
Ishares Select Dividend Etf Etf (DVY) 0.0 $473k 3.6k 131.29
Agnico (AEM) 0.0 $463k 5.9k 78.21
Chubb (CB) 0.0 $453k 1.6k 276.30
Blackstone Real Estate Income 0.0 $451k 32k 13.92
Asml Holding (ASML) 0.0 $444k 640.00 693.08
Waters Corporation (WAT) 0.0 $436k 1.2k 370.98
Simon Property (SPG) 0.0 $431k 2.5k 172.21
Wec Energy Group (WEC) 0.0 $426k 4.5k 94.04
Skyworks Solutions (SWKS) 0.0 $423k 4.8k 88.68
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $413k 2.2k 190.88
Wisdomtree India Earnings Fund Etf (EPI) 0.0 $412k 9.1k 45.27
Kraft Heinz (KHC) 0.0 $411k 13k 30.71
Lpl Financial Holdings (LPLA) 0.0 $392k 1.2k 326.51
Lowe's Companies (LOW) 0.0 $381k 1.5k 246.80
NRG Energy (NRG) 0.0 $381k 4.2k 90.22
H&R Block (HRB) 0.0 $380k 7.2k 52.84
PNC Financial Services (PNC) 0.0 $379k 2.0k 192.85
U.S. Bancorp (USB) 0.0 $376k 7.9k 47.83
Horizon Kinetics Inflation Ben Etf (INFL) 0.0 $375k 9.8k 38.08
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $372k 11k 33.91
Fidelity Contrafund New Insigh MF (FINSX) 0.0 $352k 8.1k 43.60
Invesco Qqq Trust Etf (QQQ) 0.0 $338k 662.00 511.23
Harbor Funds Cap Apprec Inst MF (HACAX) 0.0 $317k 2.8k 113.67
O'reilly Automotive (ORLY) 0.0 $315k 266.00 1185.80
Vanguard Ftse Developed Market Etf (VEA) 0.0 $312k 6.5k 47.82
Lam Research (LRCX) 0.0 $312k 4.3k 72.23
Cyberark Software (CYBR) 0.0 $311k 934.00 333.15
Verizon Communications (VZ) 0.0 $310k 7.8k 39.99
Fidelity Tr 500 Index Fund MF (FXAIX) 0.0 $310k 1.5k 204.21
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $309k 5.4k 57.45
Ishares Russell 1000 Growth Et Etf (IWF) 0.0 $308k 766.00 401.58
Dominion Resources (D) 0.0 $302k 5.6k 53.86
Cognizant Technology Solutions (CTSH) 0.0 $292k 3.8k 76.90
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $290k 1.6k 186.70
Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) 0.0 $288k 3.6k 80.03
Fidelity Contrafund MF (FCNTX) 0.0 $287k 14k 21.03
Dutch Bros (BROS) 0.0 $282k 5.4k 52.38
Jacobs Engineering Group (J) 0.0 $281k 2.1k 133.62
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $268k 1.4k 185.13
Fidelity Tr Total Mkt Ins Prem MF (FSKAX) 0.0 $265k 1.6k 161.31
Lear Corporation (LEA) 0.0 $254k 2.7k 94.70
J.M. Smucker Company (SJM) 0.0 $252k 2.3k 110.12
Deere & Company (DE) 0.0 $252k 594.00 423.70
Harding Loevner Funds Inc Intl MF (HLMIX) 0.0 $252k 10k 24.51
United Rentals (URI) 0.0 $250k 355.00 704.44
Carrier Global Corporation (CARR) 0.0 $246k 3.6k 68.26
Norfolk Southern (NSC) 0.0 $245k 1.0k 234.70
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $244k 2.1k 113.61
Coca Cola European Partners (CCEP) 0.0 $242k 3.1k 76.81
Cadence Bank (CADE) 0.0 $238k 6.9k 34.45
Kkr & Co (KKR) 0.0 $231k 1.6k 147.91
Metropcs Communications (TMUS) 0.0 $223k 1.0k 220.73
Novartis (NVS) 0.0 $223k 2.3k 97.31
Philip Morris International (PM) 0.0 $221k 1.8k 120.35
Corning Incorporated (GLW) 0.0 $219k 4.6k 47.52
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $218k 2.5k 88.79
EQT Corporation (EQT) 0.0 $217k 4.7k 46.11
General Motors Company (GM) 0.0 $215k 4.0k 53.27
Fidelity Nasdaq Composite Inde Etf (ONEQ) 0.0 $214k 2.8k 76.06
Colgate-Palmolive Company (CL) 0.0 $214k 2.4k 90.91
Fidelity National Information Services (FIS) 0.0 $214k 2.6k 80.77
Fidelity Msci Information Tech Etf (FTEC) 0.0 $213k 1.2k 184.88
Chesapeake Energy Corp (EXE) 0.0 $212k 2.1k 99.55
Brown Advisory Funds Sustnble MF (BIAWX) 0.0 $210k 3.9k 53.94
Yum China Holdings (YUMC) 0.0 $206k 4.3k 48.17
Airbus Se Un Adr (EADSY) 0.0 $206k 5.2k 39.84
S&p Global (SPGI) 0.0 $205k 412.00 498.03
Booking Holdings (BKNG) 0.0 $204k 41.00 4968.41
Ingersoll Rand (IR) 0.0 $202k 2.2k 90.46
Vanguard Small-cap Growth Inde Etf (VBK) 0.0 $200k 715.00 280.06
Blackrock Funds Iv Systamt Mlt MF (BIMBX) 0.0 $182k 18k 10.10
Blackrock Mgd Fund Inst MF (BLDIX) 0.0 $103k 11k 9.32
Federated Hermes Equity Funds MF (KAUFX) 0.0 $95k 17k 5.54
Searchlight Minerals (SRCH) 0.0 $70.200000 27k 0.00