Moody Lynn & Lieberson as of March 31, 2025
Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 244 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.5 | $70M | 649k | 108.38 | |
| Microsoft Corporation (MSFT) | 4.5 | $70M | 186k | 375.39 | |
| Broadcom (AVGO) | 4.5 | $70M | 415k | 167.43 | |
| Eli Lilly & Co. (LLY) | 4.5 | $69M | 84k | 825.91 | |
| Apple (AAPL) | 3.9 | $61M | 274k | 222.13 | |
| Alphabet Inc Class A cs (GOOGL) | 3.8 | $59M | 382k | 154.64 | |
| Berkshire Hathaway (BRK.B) | 3.8 | $59M | 110k | 532.58 | |
| Spdr Gold Shares Etf (GLD) | 3.7 | $57M | 199k | 288.14 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $48M | 197k | 245.30 | |
| MasterCard Incorporated (MA) | 2.9 | $46M | 83k | 548.12 | |
| Amazon (AMZN) | 2.9 | $45M | 239k | 190.26 | |
| Waste Management (WM) | 2.8 | $44M | 189k | 231.51 | |
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $39M | 278k | 139.78 | |
| Abbott Laboratories (ABT) | 2.4 | $37M | 280k | 132.65 | |
| Abbvie (ABBV) | 2.3 | $35M | 168k | 209.52 | |
| Netflix (NFLX) | 2.1 | $33M | 36k | 932.53 | |
| Stryker Corporation (SYK) | 2.1 | $32M | 87k | 372.25 | |
| Linde (LIN) | 1.9 | $30M | 65k | 465.64 | |
| Morgan Stanley (MS) | 1.8 | $29M | 247k | 116.67 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.8 | $28M | 57k | 484.82 | |
| Home Depot (HD) | 1.6 | $25M | 67k | 366.49 | |
| Servicenow (NOW) | 1.5 | $23M | 29k | 796.14 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $23M | 46k | 497.60 | |
| Johnson & Johnson (JNJ) | 1.4 | $22M | 133k | 165.84 | |
| Eaton (ETN) | 1.3 | $21M | 77k | 271.83 | |
| Bristol Myers Squibb (BMY) | 1.3 | $21M | 342k | 60.99 | |
| Visa (V) | 1.2 | $19M | 55k | 350.46 | |
| Intercontinental Exchange (ICE) | 1.2 | $18M | 105k | 172.50 | |
| Ge Vernova (GEV) | 1.0 | $16M | 51k | 305.28 | |
| Southern Company (SO) | 0.9 | $14M | 148k | 91.95 | |
| Chevron Corporation (CVX) | 0.8 | $13M | 79k | 167.29 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $13M | 111k | 118.93 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $13M | 25k | 512.01 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.8 | $12M | 21k | 559.39 | |
| Coca-Cola Company (KO) | 0.7 | $12M | 162k | 71.62 | |
| McDonald's Corporation (MCD) | 0.7 | $11M | 36k | 312.37 | |
| Pepsi (PEP) | 0.7 | $11M | 73k | 149.94 | |
| Hitachi (HTHIY) | 0.6 | $9.5M | 406k | 23.45 | |
| Old Westbury Funds Inc Large C MF (OWLSX) | 0.6 | $8.9M | 462k | 19.23 | |
| Procter & Gamble Company (PG) | 0.6 | $8.8M | 52k | 170.42 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $7.9M | 50k | 156.23 | |
| Gilead Sciences (GILD) | 0.5 | $7.6M | 67k | 112.05 | |
| Intuitive Surgical (ISRG) | 0.5 | $7.4M | 15k | 495.27 | |
| Ferguson (FERG) | 0.5 | $7.3M | 45k | 160.23 | |
| Palo Alto Networks (PANW) | 0.4 | $6.8M | 40k | 170.64 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $6.6M | 37k | 179.70 | |
| General Electric (GE) | 0.4 | $5.7M | 28k | 200.15 | |
| Automatic Data Processing (ADP) | 0.4 | $5.7M | 19k | 305.53 | |
| Marriott International (MAR) | 0.3 | $5.3M | 22k | 238.20 | |
| Mondelez Int (MDLZ) | 0.3 | $5.2M | 76k | 67.85 | |
| Sap (SAP) | 0.3 | $5.2M | 19k | 268.44 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $5.0M | 108k | 45.97 | |
| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $4.8M | 17k | 274.84 | |
| Amgen (AMGN) | 0.3 | $4.7M | 15k | 311.55 | |
| Merck & Co (MRK) | 0.3 | $4.3M | 48k | 89.76 | |
| Extra Space Storage (EXR) | 0.3 | $4.2M | 28k | 148.49 | |
| American Express Company (AXP) | 0.3 | $4.1M | 15k | 269.05 | |
| Goldman Sachs (GS) | 0.3 | $4.1M | 7.5k | 546.29 | |
| Church & Dwight (CHD) | 0.2 | $3.8M | 35k | 110.09 | |
| Spotify Technology Sa (SPOT) | 0.2 | $3.7M | 6.8k | 550.03 | |
| Costco Wholesale Corporation (COST) | 0.2 | $3.6M | 3.8k | 945.78 | |
| International Business Machines (IBM) | 0.2 | $3.6M | 14k | 248.66 | |
| Oracle Corporation (ORCL) | 0.2 | $3.4M | 25k | 139.81 | |
| Fortinet (FTNT) | 0.2 | $3.3M | 34k | 96.26 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $3.2M | 40k | 81.73 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $3.2M | 85k | 37.86 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $3.1M | 24k | 132.46 | |
| Axon Enterprise (AXON) | 0.2 | $3.0M | 5.8k | 525.95 | |
| IDEXX Laboratories (IDXX) | 0.2 | $3.0M | 7.2k | 419.95 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $3.0M | 105k | 28.90 | |
| Sherwin-Williams Company (SHW) | 0.2 | $3.0M | 8.6k | 349.19 | |
| Facebook Inc cl a (META) | 0.2 | $3.0M | 5.2k | 576.36 | |
| Paypal Holdings (PYPL) | 0.2 | $3.0M | 45k | 65.25 | |
| Accenture (ACN) | 0.2 | $2.8M | 9.0k | 312.04 | |
| UnitedHealth (UNH) | 0.2 | $2.8M | 5.4k | 523.75 | |
| Crh (CRH) | 0.2 | $2.8M | 31k | 87.97 | |
| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $2.8M | 11k | 255.53 | |
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.2 | $2.7M | 58k | 46.81 | |
| Ishares Msci Japan Etf Etf (EWJ) | 0.2 | $2.4M | 35k | 68.56 | |
| Square Inc cl a (XYZ) | 0.2 | $2.4M | 44k | 54.33 | |
| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.4M | 4.6k | 517.73 | |
| Network Associates Inc cl a (NET) | 0.2 | $2.4M | 21k | 112.69 | |
| Cisco Systems (CSCO) | 0.1 | $2.3M | 37k | 61.71 | |
| Amphenol Corporation (APH) | 0.1 | $2.2M | 33k | 65.59 | |
| Arista Networks (ANET) | 0.1 | $2.0M | 26k | 77.48 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $1.8M | 5.2k | 352.58 | |
| Republic Services (RSG) | 0.1 | $1.8M | 7.5k | 242.16 | |
| Illinois Tool Works (ITW) | 0.1 | $1.8M | 7.3k | 248.01 | |
| Honeywell International (HON) | 0.1 | $1.7M | 7.8k | 211.75 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $1.6M | 2.7k | 607.85 | |
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.6M | 9.5k | 173.23 | |
| W.W. Grainger (GWW) | 0.1 | $1.6M | 1.6k | 987.83 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.5M | 30k | 50.21 | |
| Sony Corporation (SONY) | 0.1 | $1.5M | 59k | 25.39 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.2k | 236.24 | |
| Quanta Services (PWR) | 0.1 | $1.5M | 5.7k | 254.18 | |
| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.5M | 3.5k | 419.88 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.4M | 2.7k | 533.48 | |
| salesforce (CRM) | 0.1 | $1.3M | 5.0k | 268.36 | |
| American Tower Reit (AMT) | 0.1 | $1.3M | 6.1k | 217.60 | |
| Cabot Corporation (CBT) | 0.1 | $1.2M | 15k | 83.14 | |
| Danaher Corporation (DHR) | 0.1 | $1.2M | 6.0k | 205.00 | |
| Blackrock (BLK) | 0.1 | $1.2M | 1.3k | 946.48 | |
| Public Storage (PSA) | 0.1 | $1.2M | 4.0k | 299.29 | |
| Pfizer (PFE) | 0.1 | $1.2M | 47k | 25.34 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $1.2M | 12k | 103.20 | |
| Iron Mountain (IRM) | 0.1 | $1.2M | 14k | 86.04 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 13k | 87.79 | |
| HEICO Corporation (HEI) | 0.1 | $1.1M | 4.2k | 267.19 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.1M | 11k | 92.83 | |
| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.1M | 24k | 44.39 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $1.0M | 5.1k | 207.25 | |
| Bank of America Corporation (BAC) | 0.1 | $1.0M | 25k | 41.73 | |
| TJX Companies (TJX) | 0.1 | $1.0M | 8.5k | 121.80 | |
| Yum! Brands (YUM) | 0.1 | $1.0M | 6.6k | 157.36 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.0M | 5.3k | 193.99 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.0M | 5.1k | 199.49 | |
| Intuit (INTU) | 0.1 | $1.0M | 1.7k | 613.99 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $970k | 9.6k | 101.17 | |
| Fiserv (FI) | 0.1 | $968k | 4.4k | 220.83 | |
| Walt Disney Company (DIS) | 0.1 | $963k | 9.8k | 98.70 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $958k | 2.5k | 383.53 | |
| Altria (MO) | 0.1 | $951k | 16k | 60.02 | |
| Trane Technologies (TT) | 0.1 | $918k | 2.7k | 336.92 | |
| Health Care SPDR (XLV) | 0.1 | $905k | 6.2k | 146.01 | |
| Mettler-Toledo International (MTD) | 0.1 | $893k | 756.00 | 1180.91 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $881k | 12k | 71.16 | |
| Nike (NKE) | 0.1 | $857k | 14k | 63.48 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $837k | 605.00 | 1383.29 | |
| Ishares S&p Midcap Fund Etf (IJH) | 0.1 | $825k | 14k | 58.35 | |
| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.1 | $819k | 52k | 15.80 | |
| Public Service Enterprise (PEG) | 0.1 | $812k | 9.9k | 82.30 | |
| Starbucks Corporation (SBUX) | 0.1 | $806k | 8.2k | 98.09 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $790k | 1.5k | 513.91 | |
| Watsco, Incorporated (WSO) | 0.1 | $788k | 1.6k | 508.30 | |
| Msci (MSCI) | 0.0 | $778k | 1.4k | 565.50 | |
| Eastern Bankshares (EBC) | 0.0 | $758k | 46k | 16.40 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $753k | 9.0k | 83.53 | |
| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $744k | 2.9k | 258.65 | |
| Emerson Electric (EMR) | 0.0 | $733k | 6.7k | 109.64 | |
| Nextera Energy (NEE) | 0.0 | $729k | 10k | 70.89 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $723k | 6.3k | 114.10 | |
| Ishares Biotechnology Fund Etf (IBB) | 0.0 | $691k | 5.4k | 127.90 | |
| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $689k | 29k | 24.08 | |
| Oneok (OKE) | 0.0 | $685k | 6.9k | 99.22 | |
| Broadridge Financial Solutions (BR) | 0.0 | $681k | 2.8k | 242.46 | |
| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $679k | 24k | 27.95 | |
| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $672k | 7.9k | 85.07 | |
| PNM Resources (TXNM) | 0.0 | $661k | 12k | 53.48 | |
| Commercial Metals Company (CMC) | 0.0 | $660k | 14k | 46.01 | |
| Hess (HES) | 0.0 | $658k | 4.1k | 159.73 | |
| Williams Companies (WMB) | 0.0 | $656k | 11k | 59.76 | |
| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $653k | 6.2k | 104.57 | |
| Agnico (AEM) | 0.0 | $641k | 5.9k | 108.41 | |
| Curtiss-Wright (CW) | 0.0 | $614k | 1.9k | 317.27 | |
| Valero Energy Corporation (VLO) | 0.0 | $610k | 4.6k | 132.07 | |
| Travelers Companies (TRV) | 0.0 | $608k | 2.3k | 264.46 | |
| Packaging Corporation of America (PKG) | 0.0 | $589k | 3.0k | 198.02 | |
| ConocoPhillips (COP) | 0.0 | $583k | 5.6k | 105.02 | |
| Fidelity Asset Mgr MF (FSANX) | 0.0 | $574k | 37k | 15.45 | |
| New Perspective Fund MF (ANWPX) | 0.0 | $574k | 9.4k | 60.90 | |
| Copart (CPRT) | 0.0 | $566k | 10k | 56.59 | |
| Hubspot (HUBS) | 0.0 | $560k | 980.00 | 571.29 | |
| Cheniere Energy (LNG) | 0.0 | $560k | 2.4k | 231.40 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $558k | 1.2k | 446.71 | |
| Dover Corporation (DOV) | 0.0 | $554k | 3.2k | 175.68 | |
| Enterprise Products Partners (EPD) | 0.0 | $552k | 16k | 34.14 | |
| Snap-on Incorporated (SNA) | 0.0 | $541k | 1.6k | 337.01 | |
| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $536k | 11k | 49.55 | |
| Ecolab (ECL) | 0.0 | $525k | 2.1k | 253.52 | |
| Allstate Corporation (ALL) | 0.0 | $519k | 2.5k | 207.07 | |
| Wec Energy Group (WEC) | 0.0 | $494k | 4.5k | 108.98 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $483k | 3.6k | 134.29 | |
| Analog Devices (ADI) | 0.0 | $458k | 2.3k | 201.67 | |
| Blackstone Real Estate Income | 0.0 | $446k | 32k | 13.79 | |
| Waters Corporation (WAT) | 0.0 | $433k | 1.2k | 368.57 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $416k | 741.00 | 561.90 | |
| Simon Property (SPG) | 0.0 | $415k | 2.5k | 166.08 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $412k | 2.2k | 190.58 | |
| Horizon Kinetics Inflation Ben Etf (INFL) | 0.0 | $400k | 9.8k | 40.65 | |
| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $398k | 9.1k | 43.71 | |
| Motorola Solutions (MSI) | 0.0 | $397k | 906.00 | 437.81 | |
| H&R Block (HRB) | 0.0 | $395k | 7.2k | 54.91 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $393k | 1.2k | 327.14 | |
| Asml Holding (ASML) | 0.0 | $392k | 592.00 | 662.63 | |
| Kraft Heinz (KHC) | 0.0 | $390k | 13k | 30.43 | |
| O'reilly Automotive (ORLY) | 0.0 | $381k | 266.00 | 1432.58 | |
| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $364k | 7.2k | 50.83 | |
| Chubb (CB) | 0.0 | $363k | 1.2k | 301.99 | |
| Cyberark Software (CYBR) | 0.0 | $360k | 1.1k | 338.00 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $354k | 1.6k | 227.92 | |
| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $347k | 5.7k | 60.66 | |
| Verizon Communications (VZ) | 0.0 | $345k | 7.6k | 45.36 | |
| PNC Financial Services (PNC) | 0.0 | $344k | 2.0k | 175.77 | |
| U.S. Bancorp (USB) | 0.0 | $332k | 7.9k | 42.22 | |
| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $329k | 8.1k | 40.72 | |
| Loews Corporation (L) | 0.0 | $329k | 3.6k | 91.91 | |
| Dutch Bros (BROS) | 0.0 | $322k | 5.2k | 61.74 | |
| Lam Research (LRCX) | 0.0 | $315k | 4.3k | 72.70 | |
| Dominion Resources (D) | 0.0 | $314k | 5.6k | 56.07 | |
| Invesco Qqq Trust Etf (QQQ) | 0.0 | $310k | 662.00 | 468.92 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.0 | $308k | 6.8k | 45.26 | |
| Philip Morris International (PM) | 0.0 | $291k | 1.8k | 158.73 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $290k | 3.8k | 76.50 | |
| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $289k | 1.5k | 195.48 | |
| Docusign (DOCU) | 0.0 | $287k | 3.5k | 81.40 | |
| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $285k | 2.8k | 102.22 | |
| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $285k | 3.6k | 79.15 | |
| Lowe's Companies (LOW) | 0.0 | $282k | 1.2k | 233.23 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $281k | 5.4k | 52.41 | |
| Deere & Company (DE) | 0.0 | $279k | 594.00 | 469.35 | |
| Ishares Russell 1000 Growth Et Etf (IWF) | 0.0 | $277k | 766.00 | 361.09 | |
| Fidelity Contrafund MF (FCNTX) | 0.0 | $273k | 14k | 20.02 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $273k | 1.4k | 188.16 | |
| J.M. Smucker Company (SJM) | 0.0 | $271k | 2.3k | 118.41 | |
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $266k | 10k | 25.92 | |
| EOG Resources (EOG) | 0.0 | $264k | 2.1k | 128.24 | |
| Novartis (NVS) | 0.0 | $255k | 2.3k | 111.48 | |
| Jacobs Engineering Group (J) | 0.0 | $255k | 2.1k | 120.89 | |
| Norfolk Southern (NSC) | 0.0 | $248k | 1.0k | 236.85 | |
| American Electric Power Company (AEP) | 0.0 | $236k | 2.2k | 109.27 | |
| Coca Cola European Partners (CCEP) | 0.0 | $233k | 2.7k | 87.03 | |
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $230k | 2.5k | 93.66 | |
| Carrier Global Corporation (CARR) | 0.0 | $228k | 3.6k | 63.40 | |
| Yum China Holdings (YUMC) | 0.0 | $222k | 4.3k | 52.06 | |
| Fnf (FNF) | 0.0 | $222k | 3.4k | 65.08 | |
| Colgate-Palmolive Company (CL) | 0.0 | $221k | 2.4k | 93.70 | |
| Advanced Micro Devices (AMD) | 0.0 | $218k | 2.1k | 102.74 | |
| General Motors Company (GM) | 0.0 | $216k | 4.6k | 47.03 | |
| Intel Corporation (INTC) | 0.0 | $215k | 9.5k | 22.71 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $214k | 1.9k | 111.32 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $212k | 7.6k | 27.92 | |
| Xylem (XYL) | 0.0 | $211k | 1.8k | 119.46 | |
| Corning Incorporated (GLW) | 0.0 | $211k | 4.6k | 45.78 | |
| Cadence Bank (CADE) | 0.0 | $210k | 6.9k | 30.36 | |
| EQT Corporation (EQT) | 0.0 | $210k | 3.9k | 53.43 | |
| S&p Global (SPGI) | 0.0 | $209k | 412.00 | 508.10 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $205k | 1.2k | 172.78 | |
| Airbus Se Un Adr (EADSY) | 0.0 | $204k | 4.6k | 44.09 | |
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $187k | 18k | 10.39 | |
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $104k | 11k | 9.43 | |
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $87k | 17k | 5.05 | |
| Elicio Therapeutics (ELTX) | 0.0 | $62k | 10k | 6.16 | |
| Searchlight Minerals (SRCH) | 0.0 | $175.500000 | 27k | 0.01 |
