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

Moody Lynn & Lieberson, LLC

CIK Number: 0000938592

1.73B
Market Value
225
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 28, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
174.24
-3.29% 648.77K -10.28% 70.31M 20.39 4.51% Share
2 MSFT Microsoft Corpo...
506.69
-0.58% 185.84K -3.19% 69.76M 82.42 4.48% Share
3 AVGO Broadcom Inc.
297.39
-3.65% 415.13K -18.43% 69.51M 40.08 4.46% Share
4 LLY Eli Lilly and C...
732.52
+0.08% 84.04K -1.56% 69.41M 169.68 4.45% Share
5 AAPL Apple Inc.
232.14
-0.18% 273.79K -10.31% 60.82M 69.91 3.90% Share
6 GOOGL Alphabet Inc.
212.91
+0.60% 382.36K -3.05% 59.13M 113.29 3.79% Share
7 BRK-B Berkshire Hatha...
503.29
+0.69% 110.34K +0.03% 58.76M 307.75 3.77% Share
8 GLD SPDR Gold Share...
318.05
+0.96% 199.32K +6.36% 57.43M 190.4 3.69% Share
9 JPM JPMorgan Chase ...
301.45
+0.13% 196.92K +0.84% 48.3M 101.01 3.10% Share
10 MA Mastercard Inco...
595.77
+0.90% 83.31K +1.32% 45.66M 212.8 2.93% Share
11 AMZN Amazon.com, Inc...
229.00
-1.12% 238.6K -0.08% 45.4M 116.63 2.91% Share
12 WM Waste Managemen...
226.46
+0.84% 188.92K +0.69% 43.74M 106.94 2.81% Share
13 BX Blackstone Inc.
171.41
-0.35% 277.97K +0.14% 38.85M 63.32 2.49% Share
14 ABT Abbott Laborato...
132.70
+1.01% 279.83K +16.15% 37.12M 85.33 2.38% Share
15 ABBV AbbVie Inc.
210.39
+1.19% 168.17K +7.83% 35.23M 164.09 2.26% Share
16 NFLX Netflix, Inc.
1208.25
-1.88% 35.59K -0.33% 33.19M 421.73 2.13% Share
17 SYK Stryker Corpora...
391.53
+0.48% 86.94K +24.95% 32.36M 237.53 2.08% Share
18 LIN Linde plc
478.29
-0.8% 65.02K +0.71% 30.28M 358.55 1.94% Share
19 MS Morgan Stanley
150.54
+0.24% 246.77K +0.80% 28.79M 80.39 1.85% Share
20 VRTX Vertex Pharmace...
391.02
-0.26% 57.26K +0.06% 27.76M 312.08 1.78% Share
21 HD The Home Depot,...
406.64
-0.2% 67.16K -0.01% 24.61M 185.25 1.58% Share
22 NOW ServiceNow, Inc...
917.77
-1.17% 29.44K -10.2% 23.44M 464.34 1.50% Share
23 TMO Thermo Fisher S...
492.95
+0.66% 46.18K -7.37% 22.98M 237.95 1.47% Share
24 JNJ Johnson & Johns...
177.19
+0.99% 133.18K +2.99% 22.09M 144.31 1.42% Share
25 ETN Eaton Corporati...
349.32
-1.69% 77.1K -2.11% 20.96M 197.16 1.34% Share
26 BMY Bristol-Myers S...
47.20
+0.69% 341.79K +116.42% 20.85M 58.82 1.34% Share
27 V Visa Inc.
351.96
+0.60% 54.56K +0.50% 19.12M 194.34 1.23% Share
28 ICE Intercontinenta...
176.62
-0.29% 105K +170.94% 18.11M 167.85 1.16% Share
29 GEV GE Vernova Inc.
613.04
-3.26% 50.78K -18.89% 15.5M 224.55 0.99% Share
30 SO The Southern Co...
92.33
+0.10% 147.73K +0.96% 13.58M 78.49 0.87% Share
31 CVX Chevron Corpora...
160.71
+0.87% 78.98K +8.93% 13.21M 170.82 0.85% Share
32 XOM Exxon Mobil Cor...
114.36
+0.89% 110.85K -2.62% 13.18M 113.83 0.85% Share
33 NOC Northrop Grumma...
589.71
+0.31% 25.09K +99.59% 12.85M 459.49 0.82% Share
34 SPY SPDR S&P 500 ET...
645.07
-0.59% 21.22K +0.12% 11.87M 268.2 0.76% Share
35 KO The Coca-Cola C...
69.01
+0.95% 161.62K +11.18% 11.58M 51.73 0.74% Share
36 MCD McDonald's Corp...
313.54
+0.42% 36.35K -0.83% 11.36M 165.62 0.73% Share
37 PEP PepsiCo, Inc.
148.65
+1.14% 72.8K -31.09% 10.92M 147.85 0.70% Share
38 HTHIY Hitachi, Ltd.
27.23
-3.06% 405.93K +161.63% 9.52M 24.37 0.61% Share
39 PG The Procter & G...
157.10
+0.93% 51.87K +0.48% 8.84M 124.6 0.57% Share
40 GOOG Alphabet Inc.
213.53
+0.55% 50.41K -5.76% 7.88M 109.52 0.51% Share
41 GILD Gilead Sciences...
112.97
+0.36% 67.41K +216.36% 7.55M 105.23 0.48% Share
42 ISRG Intuitive Surgi...
473.30
-0.12% 14.85K +0.66% 7.35M 364.47 0.47% Share
43 FERG Ferguson plc
230.97
-1.4% 45.37K +85.59% 7.27M 180.89 0.47% Share
44 PANW Palo Alto Netwo...
190.52
-0.26% 39.99K -0.71% 6.82M 67.83 0.44% Share
45 TXN Texas Instrumen...
202.51
-0.77% 36.94K -18.57% 6.64M 115.85 0.43% Share
46 GE GE Aerospace
275.30
-0.25% 28.38K +12.48% 5.68M 90.02 0.36% Share
47 ADP Automatic Data ...
304.05
-0.02% 18.55K +0.66% 5.67M 87.96 0.36% Share
48 MAR Marriott Intern...
267.86
-0.88% 22.06K -4.01% 5.26M 141.26 0.34% Share
49 MDLZ Mondelez Intern...
61.44
+0.26% 76.42K -2.74% 5.19M 68.25 0.33% Share
50 SAP Sap Se
271.91
-1.27% 19.2K -0.84% 5.16M 234.83 0.33% Share
51 GDX VanEck Gold Min...
63.13
+2.93% 107.98K +885.08% 4.96M 45.01 0.32% Share
52 VTI Vanguard Total ...
318.18
-0.6% 17.39K +1.62% 4.78M 193.04 0.31% Share
53 AMGN Amgen Inc.
287.71
+0.74% 14.95K +445.78% 4.66M 308.93 0.30% Share
54 MRK Merck & Co., In...
84.14
+1.12% 47.67K -35.77% 4.28M 95.36 0.27% Share
55 EXR Extra Space Sto...
143.62
+0.91% 28.17K +0.67% 4.18M 124.24 0.27% Share
56 AXP American Expres...
331.16
+1.28% 15.38K +0.12% 4.14M 219.27 0.27% Share
57 GS The Goldman Sac...
745.05
-0.82% 7.49K -0.24% 4.09M 381.33 0.26% Share
58 CHD Church & Dwight...
93.18
+1.18% 34.77K 0.00% 3.83M 56.89 0.25% Share
59 SPOT Spotify Technol...
681.87
-0.86% 6.76K 0.00% 3.72M 161.45 0.24% Share
60 COST Costco Wholesal...
943.32
-0.17% 3.84K +1.78% 3.63M 805.37 0.23% Share
61 IBM International B...
243.48
-0.92% 14.38K +1.65% 3.58M 213.03 0.23% Share
62 ORCL Oracle Corporat...
226.16
-5.89% 24.57K -6.41% 3.43M 139.59 0.22% Share
63 FTNT Fortinet, Inc.
78.77
-0.66% 34.02K -1.15% 3.27M 94.48 0.21% Share
64 EFA iShares MSCI EA...
91.48
-0.59% 39.63K +240.54% 3.24M 79.71 0.21% Share
65 FCX Freeport-McMoRa...
44.41
+0.09% 84.99K +100.00% 3.22M 37.86 0.21% Share
66 RTX RTX Corporation
158.63
-1.26% 23.59K -0.05% 3.13M 96.2 0.20% Share
67 AXON Axon Enterprise...
747.29
-4.43% 5.79K -26.68% 3.04M 258.33 0.20% Share
68 IDXX IDEXX Laborator...
647.09
+0.01% 7.24K 0.00% 3.04M 422.96 0.20% Share
69 CTRA Coterra Energy ...
24.45
+0.29% 105.2K 0.00% 3.04M 26.42 0.20% Share
70 SHW The Sherwin-Wil...
365.98
-0.06% 8.57K +1.87% 2.99M 288.65 0.19% Share
71 META Meta Platforms,...
738.70
-1.65% 5.18K +2.64% 2.99M 241.83 0.19% Share
72 PYPL PayPal Holdings...
70.19
+0.19% 45.32K -1.06% 2.96M 85.35 0.19% Share
73 ACN Accenture plc
260.10
+1.53% 9K -1.39% 2.81M 155.12 0.18% Share
74 UNH UnitedHealth Gr...
309.83
+2.49% 5.35K -16.73% 2.8M 304.53 0.18% Share
75 CRH CRH plc
112.84
-0.3% 31.41K +2.16% 2.76M 92.63 0.18% Share
76 IWO iShares Russell...
307.55
-0.89% 10.8K 0.00% 2.76M 150.47 0.18% Share
77 IBIT iShares Bitcoin...
61.44
-3.37% 58.03K -2.9% 2.72M 53.05 0.17% Share
78 EWJ iShares MSCI Ja...
78.29
-1.26% 35.01K +100.00% 2.4M 68.56 0.15% Share
79 XYZ Block, Inc.
79.66
-1.39% 43.98K -0.99% 2.39M 84.99 0.15% Share
80 VFIAX Vanguard 500 In...
601.05
+0.32% 4.58K 0.00% 2.37M 439.99 0.15% Share
81 NET Cloudflare, Inc...
208.71
-2.21% 20.94K +100.00% 2.36M 112.69 0.15% Share
82 CSCO Cisco Systems, ...
69.09
-0.49% 36.71K +0.10% 2.27M 52.08 0.15% Share
83 APH Amphenol Corpor...
108.89
-2.72% 33.05K 0.00% 2.17M 19.69 0.14% Share
84 ANET Arista Networks...
136.57
+0.25% 26.06K -64.26% 2.02M 110.53 0.13% Share
85 CRWD CrowdStrike Hol...
423.70
-4.14% 5.24K +266.95% 1.85M 298.64 0.12% Share
86 RSG Republic Servic...
233.95
+0.36% 7.54K 0.00% 1.83M 54.5 0.12% Share
87 ITW Illinois Tool W...
264.70
-0.4% 7.3K 0.00% 1.81M 211.49 0.12% Share
88 HON Honeywell Inter...
219.50
-0.84% 7.85K -0.9% 1.66M 158.95 0.11% Share
89 PH Parker-Hannifin...
759.35
-0.98% 2.71K -0.11% 1.64M 255.75 0.11% Share
90 RSP Invesco S&P 500...
188.60
-0.08% 9.47K +11.62% 1.64M 161.74 0.11% Share
91 GWW W.W. Grainger, ...
1013.61
-0.08% 1.57K +0.13% 1.55M 187.85 0.10% Share
92 CMG Chipotle Mexica...
42.13
-0.66% 30.45K +100.00% 1.53M 50.21 0.10% Share
93 SONY Sony Group Corp...
27.52
-1.73% 59.23K +100.00% 1.5M 25.39 0.10% Share
94 UNP Union Pacific C...
223.68
+0.60% 6.17K +0.50% 1.46M 167.91 0.09% Share
95 PWR Quanta Services...
378.04
-2.05% 5.73K -6.66% 1.46M 39.42 0.09% Share
96 DIA SPDR Dow Jones ...
456.18
-0.13% 3.47K 0.00% 1.46M 135.08 0.09% Share
97 MDY SPDR S&P MIDCAP...
595.04
-0.5% 2.7K +0.71% 1.44M 335.77 0.09% Share
98 CRM Salesforce, Inc...
256.28
+0.69% 5K -0.2% 1.34M 268.09 0.09% Share
99 AMT American Tower ...
203.86
+0.64% 6.09K +49.40% 1.33M 243.87 0.09% Share
100 CBT Cabot Corporati...
81.52
-0.31% 15K 0.00% 1.25M 61.17 0.08% Share
101 DHR Danaher Corpora...
205.87
+0.28% 5.98K 0.00% 1.23M 229.34 0.08% Share
102 BLK BlackRock, Inc.
1127.71
-0.25% 1.28K 0.00% 1.21M 1025.11 0.08% Share
103 PSA Public Storage
294.63
+1.02% 4K -0.1% 1.2M 208.62 0.08% Share
104 PFE Pfizer Inc.
24.76
+0.63% 46.8K -9.47% 1.19M 38.39 0.08% Share
105 OTIS Otis Worldwide ...
86.41
+0.18% 11.49K -9.19% 1.19M 59.19 0.08% Share
106 IRM Iron Mountain I...
92.32
+0.38% 13.54K 0.00% 1.17M 51.79 0.07% Share
107 WMT Walmart Inc.
97.01
+0.94% 12.85K -7.57% 1.13M 54.95 0.07% Share
108 HEI HEICO Corporati...
312.18
-1.85% 4.17K -1.91% 1.11M 196.02 0.07% Share
109 IVW iShares S&P 500...
114.88
-1.16% 11.4K 0.00% 1.06M 58.5 0.07% Share
110 TTWO Take-Two Intera...
233.27
-0.69% 5.07K +0.90% 1.05M 144.29 0.07% Share
111 BAC Bank of America...
50.76
+0.53% 24.91K -8.53% 1.04M 35.12 0.07% Share
112 TJX The TJX Compani...
136.64
-0.35% 8.51K +0.18% 1.04M 61.79 0.07% Share
113 YUM Yum! Brands, In...
146.94
+1.01% 6.58K -2.71% 1.03M 71.38 0.07% Share
114 VIG Vanguard Divide...
211.02
-0.26% 5.31K 0.00% 1.03M 59.64 0.07% Share
115 IWM iShares Russell...
235.22
-0.42% 5.13K +3.51% 1.02M 201.29 0.07% Share
116 INTU Intuit Inc.
667.00
-0.18% 1.66K +0.18% 1.02M 591.34 0.07% Share
117 NSRGY Nestlé S.A.
94.38
+1.18% 9.59K -6.48% 970.12K 87.06 0.06% Share
118 FI Fiserv, Inc.
138.14
+0.36% 4.38K 0.00% 968.34K 110.5 0.06% Share
119 DIS The Walt Disney...
118.42
+0.66% 9.76K -0.21% 962.92K 143.26 0.06% Share
120 ADBE Adobe Inc.
356.70
+0.77% 2.5K -54.63% 957.67K 437.21 0.06% Share
121 MO Altria Group, I...
67.21
+1.19% 15.84K -0.51% 950.9K 34.06 0.06% Share
122 TT Trane Technolog...
415.47
-2.13% 2.73K 0.00% 918.11K 185.38 0.06% Share
123 XLV Health Care Sel...
137.46
+0.75% 6.2K -3.43% 905.41K 134.45 0.06% Share
124 MTD Mettler-Toledo ...
1301.16
+1.41% 756 -4.06% 892.77K 398.3 0.06% Share
125 WRB W. R. Berkley C...
71.73
+0.69% 12.38K +7.23% 880.75K 49.91 0.06% Share
126 NKE NIKE, Inc.
77.39
-0.69% 13.5K 0.00% 857.23K 109.11 0.06% Share
127 TDG TransDigm Group...
1400.43
+0.17% 605 0.00% 836.89K 196.35 0.05% Share
128 IJH iShares Core S&...
65.18
-0.5% 14.14K -1.49% 824.84K 28.97 0.05% Share
129 PEG Public Service ...
82.34
-0.3% 9.86K -0.28% 811.81K 73.74 0.05% Share
130 SBUX Starbucks Corpo...
88.19
+0.19% 8.21K -1.39% 805.81K 65.9 0.05% Share
131 VOO Vanguard S&P 50...
593.01
-0.59% 1.54K -0.45% 790.39K 358.95 0.05% Share
132 WSO Watsco, Inc.
402.33
+0.16% 1.55K 0.00% 788.37K 236.72 0.05% Share
133 MSCI MSCI Inc.
567.72
-0.15% 1.38K 0.00% 777.56K 188.48 0.05% Share
134 EBC Eastern Banksha...
17.11
+0.71% 46.24K +67.11% 758.42K 16.39 0.05% Share
135 SSNC SS&C Technologi...
88.67
+0.34% 9.02K 0.00% 753.36K 50.79 0.05% Share
136 VO Vanguard Mid Ca...
290.02
-0.32% 2.88K +12.87% 743.89K 213.47 0.05% Share
137 EMR Emerson Electri...
132.00
-1.89% 6.68K 0.00% 732.72K 75.73 0.05% Share
138 NEE NextEra Energy,...
72.00
-0.12% 10.29K -8.09% 729.1K 77.06 0.05% Share
139 BJ BJ's Wholesale ...
97.69
+0.93% 6.34K 0.00% 722.94K 68.64 0.05% Share
140 IBB iShares Biotech...
138.22
+0.01% 5.41K 0.00% 691.3K 116.27 0.04% Share
141 OKE ONEOK, Inc.
76.39
+0.66% 6.9K 0.00% 684.82K 81.9 0.04% Share
142 BR Broadridge Fina...
255.62
-0.56% 2.81K 0.00% 681.31K 215.12 0.04% Share
143 IWR iShares Russell...
96.03
-0.29% 7.9K 0.00% 672.22K 73.93 0.04% Share
144 PNM PNM Resources, ...
41.77
-1.04% 12.37K 0.00% 661.28K 29.23 0.04% Share
145 CMC Commercial Meta...
57.66
-0.43% 14.35K 0.00% 660.43K 41.8 0.04% Share
146 HES Hess Corporatio...
148.97
0.00% 4.12K 0.00% 658.41K 144.42 0.04% Share
147 WMB The Williams Co...
57.88
-0.21% 10.98K 0.00% 655.99K 26.79 0.04% Share
148 IJR iShares Core S&...
118.07
-0.39% 6.24K 0.00% 652.52K 72.71 0.04% Share
149 AEM Agnico Eagle Mi...
144.18
+3.64% 5.91K 0.00% 641.03K 79.54 0.04% Share
150 CW Curtiss-Wright ...
477.90
-1.64% 1.93K -3.25% 613.6K 224.01 0.04% Share