Moody Lynn & Lieberson, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Moody Lynn & Lieberson, LLC

CIK Number: 0000938592

1.73B
Market Value
236
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AVGO Broadcom Inc.
338.18
+1.44% 411.68K -0.83% 113.48M 40.08 6.55% Share
2 NVDA NVIDIA Corporat...
188.89
+0.88% 651.92K +0.49% 103M 21.05 5.94% Share
3 MSFT Microsoft Corpo...
515.74
-0.76% 193.43K +4.08% 96.21M 98.69 5.55% Share
4 GOOGL Alphabet Inc.
245.69
+0.32% 381.37K -0.26% 67.21M 113.29 3.88% Share
5 LLY Eli Lilly and C...
820.20
-0.63% 81.82K -2.65% 63.78M 169.68 3.68% Share
6 GLD SPDR Gold Share...
354.76
-0.36% 195.53K -1.9% 59.6M 190.4 3.44% Share
7 JPM JPMorgan Chase ...
307.56
-1.01% 199.08K +1.10% 57.72M 103.06 3.33% Share
8 AMZN Amazon.com, Inc...
222.41
+0.81% 250.6K +5.03% 54.98M 121.55 3.17% Share
9 AAPL Apple Inc.
257.13
+0.66% 257.98K -5.78% 52.93M 69.91 3.05% Share
10 BRK-B Berkshire Hatha...
495.96
-0.45% 105.71K -4.19% 51.35M 307.75 2.96% Share
11 NFLX Netflix, Inc.
1162.53
-0.71% 35.68K +0.23% 47.78M 423.86 2.76% Share
12 MA Mastercard Inco...
577.42
+0.64% 79.58K -4.48% 44.72M 212.8 2.58% Share
13 WM Waste Managemen...
216.90
-1.35% 189.02K +0.06% 43.25M 107.01 2.50% Share
14 BX Blackstone Inc.
166.57
-0.91% 278.87K +0.33% 41.71M 63.6 2.41% Share
15 ABT Abbott Laborato...
133.00
-0.35% 267.55K -4.39% 36.39M 85.33 2.10% Share
16 MS Morgan Stanley
155.30
-1.01% 252.88K +2.47% 35.62M 81.85 2.06% Share
17 SYK Stryker Corpora...
366.40
+0.62% 87.8K +0.99% 34.74M 239.08 2.00% Share
18 NOW ServiceNow, Inc...
910.13
-0.25% 33.09K +12.40% 34.02M 526.52 1.96% Share
19 ABBV AbbVie Inc.
236.58
-3.19% 172.38K +2.50% 32M 164.62 1.85% Share
20 LIN Linde plc
469.48
+0.57% 65.69K +1.02% 30.82M 359.67 1.78% Share
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