Moody Lynn & Lieberson, LLC
CIK Number: 0000938592
1.56B
Market Value
222
# of Holdings
20 months
Avg. Holding Period
40.08%
Win Rate
16.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 508.9K | -2.51% | 117.98M | 40.08 | 7.23% |
| 2 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 723.1K | -2.32% | 97.11M | 20.39 | 5.95% |
| 3 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 191.97K | -1.23% | 80.92M | 82.42 | 4.96% |
| 4 | AAPL | Apple Inc. | 198.10 | +0.84% | 305.26K | -0.07% | 76.44M | 69.91 | 4.68% |
| 5 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 394.4K | +3.01% | 74.66M | 113.29 | 4.57% |
| 6 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 85.38K | -4.7% | 65.91M | 169.68 | 4.04% |
| 7 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 238.8K | +13.58% | 52.39M | 116.63 | 3.21% |
| 8 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 110.3K | -0.14% | 50M | 307.67 | 3.06% |
| 9 | BX | Blackstone Inc. | 137.85 | +1.06% | 277.57K | +0.27% | 47.86M | 63.21 | 2.93% |
| 10 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 195.27K | +0.72% | 46.81M | 99.79 | 2.87% |
| 11 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 187.4K | +1.88% | 45.38M | 184.19 | 2.78% |
| 12 | MA | Mastercard Inco... | 568.14 | +1.09% | 82.22K | +8.40% | 43.3M | 208.37 | 2.65% |
| 13 | WM | Waste Managemen... | 234.37 | -0.9% | 187.63K | +4.63% | 37.86M | 106.09 | 2.32% |
| 14 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 32.78K | +11.51% | 34.75M | 464.34 | 2.13% |
| 15 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 35.71K | +0.92% | 31.83M | 421.73 | 1.95% |
| 16 | MS | Morgan Stanley | 130.65 | +0.90% | 244.82K | +15.76% | 30.78M | 80.1 | 1.89% |
| 17 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 155.95K | -13.92% | 27.71M | 160.53 | 1.70% |
| 18 | ABT | Abbott Laborato... | 133.99 | -1.2% | 240.91K | +2.47% | 27.25M | 77.68 | 1.67% |
| 19 | LIN | Linde plc | 465.93 | -0.01% | 64.56K | +0.52% | 27.03M | 357.79 | 1.66% |
| 20 | ETN | Eaton Corporati... | 337.96 | +4.42% | 78.76K | +0.59% | 26.14M | 197.16 | 1.60% |
| 21 | HD | The Home Depot,... | 353.06 | -0.45% | 67.16K | +0.82% | 26.13M | 185.25 | 1.60% |
| 22 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 49.85K | -9.33% | 25.93M | 237.95 | 1.59% |
| 23 | SYK | Stryker Corpora... | 376.80 | -0.13% | 69.58K | +0.80% | 25.05M | 203.91 | 1.53% |
| 24 | VRTX | Vertex Pharmace... | 450.66 | -1.05% | 57.22K | -12.24% | 23.04M | 311.98 | 1.41% |
| 25 | LMT | Lockheed Martin... | 466.60 | -4.08% | 42.93K | -0.63% | 20.86M | 405.67 | 1.28% |
| 26 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 62.61K | +54.64% | 20.59M | 224.55 | 1.26% |
| 27 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 129.31K | -0.94% | 18.7M | 143.67 | 1.15% |
| 28 | V | Visa Inc. | 355.07 | +0.63% | 54.29K | +10.64% | 17.16M | 193.57 | 1.05% |
| 29 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 105.64K | -15.03% | 16.06M | 147.85 | 0.98% |
| 30 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 21.2K | -1.17% | 12.42M | 267.86 | 0.76% |
| 31 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 113.83K | -5.04% | 12.24M | 113.83 | 0.75% |
| 32 | SO | The Southern Co... | 88.83 | -1.68% | 146.33K | -9.42% | 12.05M | 78.36 | 0.74% |
| 33 | MCD | McDonald's Corp... | 295.94 | -1.98% | 36.66K | -16.68% | 10.63M | 165.62 | 0.65% |
| 34 | CVX | Chevron Corpora... | 146.06 | +0.10% | 72.5K | -2% | 10.5M | 171.14 | 0.64% |
| 35 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 53.49K | -1.12% | 10.19M | 109.52 | 0.62% |
| 36 | KO | The Coca-Cola C... | 70.46 | -0.79% | 145.37K | +1.69% | 9.05M | 49.51 | 0.55% |
| 37 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 157.93K | +585.79% | 8.93M | 56.29 | 0.55% |
| 38 | PG | The Procter & G... | 160.70 | +0.26% | 51.62K | -7.41% | 8.65M | 124.38 | 0.53% |
| 39 | TXN | Texas Instrumen... | 199.09 | +2.10% | 45.36K | -1.64% | 8.51M | 115.85 | 0.52% |
| 40 | ANET | Arista Networks... | 95.01 | +2.88% | 72.92K | +100.00% | 8.06M | 110.53 | 0.49% |
| 41 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 14.75K | -1.59% | 7.7M | 363.6 | 0.47% |
| 42 | HTHIY | Hitachi, Ltd. | 28.07 | +0.61% | 155.15K | +2.89% | 7.67M | 25.86 | 0.47% |
| 43 | MRK | Merck & Co., In... | 80.88 | -1.02% | 74.22K | -3.97% | 7.38M | 95.36 | 0.45% |
| 44 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 40.28K | +97.76% | 7.33M | 67.83 | 0.45% |
| 45 | MAR | Marriott Intern... | 257.61 | +1.03% | 22.98K | +3.88% | 6.41M | 141.26 | 0.39% |
| 46 | NOC | Northrop Grumma... | 496.55 | -3.9% | 12.57K | -3.71% | 5.9M | 407.17 | 0.36% |
| 47 | ICE | Intercontinenta... | 179.54 | +0.62% | 38.75K | +6.69% | 5.77M | 159.91 | 0.35% |
| 48 | ADP | Automatic Data ... | 307.60 | +0.25% | 18.43K | +1.48% | 5.39M | 86.53 | 0.33% |
| 49 | VTI | Vanguard Total ... | 296.15 | +0.88% | 17.11K | -0.75% | 4.96M | 191.72 | 0.30% |
| 50 | SAP | SAP SE | 296.30 | +1.00% | 19.37K | +50.31% | 4.77M | 234.83 | 0.29% |
| 51 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 78.57K | -36.53% | 4.69M | 68.25 | 0.29% |
| 52 | AXON | Axon Enterprise... | 779.88 | -0.1% | 7.89K | -16.14% | 4.69M | 258.33 | 0.29% |
| 53 | AXP | American Expres... | 293.96 | +2.14% | 15.36K | -3.71% | 4.56M | 219.21 | 0.28% |
| 54 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 26.25K | +133.73% | 4.37M | 139.59 | 0.27% |
| 55 | GS | The Goldman Sac... | 626.86 | +2.17% | 7.5K | -5% | 4.3M | 381.33 | 0.26% |
| 56 | FERG | Ferguson plc | 213.11 | +0.12% | 24.45K | -60.52% | 4.24M | 198.57 | 0.26% |
| 57 | GE | General Electri... | 236.08 | -0.22% | 25.23K | -0.37% | 4.21M | 76.27 | 0.26% |
| 58 | EXR | Extra Space Sto... | 148.86 | -0.49% | 27.98K | -0.42% | 4.19M | 124.07 | 0.26% |
| 59 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 45.81K | +100.00% | 3.91M | 85.35 | 0.24% |
| 60 | CHD | Church & Dwight... | 97.70 | +0.63% | 34.77K | +0.13% | 3.64M | 56.89 | 0.22% |
| 61 | COST | Costco Wholesal... | 984.10 | -0.62% | 3.77K | +0.53% | 3.46M | 802.87 | 0.21% |
| 62 | FTNT | Fortinet, Inc. | 101.82 | +0.98% | 34.41K | +100.00% | 3.25M | 94.48 | 0.20% |
| 63 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 6.43K | -23.05% | 3.25M | 304.53 | 0.20% |
| 64 | ACN | Accenture plc | 313.78 | +0.66% | 9.12K | 0.00% | 3.21M | 155.12 | 0.20% |
| 65 | IBIT | iShares Bitcoin... | 61.70 | +3.27% | 59.76K | +100.00% | 3.17M | 53.05 | 0.19% |
| 66 | MSI | Motorola Soluti... | 406.82 | -0.31% | 6.82K | -3.12% | 3.15M | 449.63 | 0.19% |
| 67 | IBM | International B... | 281.56 | +1.57% | 14.15K | +2.95% | 3.11M | 212.44 | 0.19% |
| 68 | IWO | iShares Russell... | 278.10 | +1.14% | 10.8K | 0.00% | 3.11M | 150.47 | 0.19% |
| 69 | SPOT | Spotify Technol... | 716.07 | +0.73% | 6.76K | -1.17% | 3.03M | 161.45 | 0.19% |
| 70 | IDXX | IDEXX Laborator... | 528.44 | +1.10% | 7.24K | +0.12% | 2.99M | 422.96 | 0.18% |
| 71 | META | Meta Platforms,... | 701.33 | +2.70% | 5.05K | +0.66% | 2.96M | 233.02 | 0.18% |
| 72 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 8.42K | -0.46% | 2.86M | 287.52 | 0.18% |
| 73 | CRH | CRH plc | 90.45 | +0.46% | 30.74K | +4.28% | 2.84M | 92.73 | 0.17% |
| 74 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 7K | +100.00% | 2.83M | 403.84 | 0.17% |
| 75 | RTX | RTX Corporation | 146.33 | +0.44% | 23.61K | -0.03% | 2.73M | 96.2 | 0.17% |
| 76 | CTRA | Coterra Energy ... | 26.48 | -0.82% | 105.2K | 0.00% | 2.69M | 26.42 | 0.16% |
| 77 | VFIAX | Vanguard 500 In... | 552.96 | -1.11% | 4.58K | 0.00% | 2.48M | 439.99 | 0.15% |
| 78 | ADBE | Adobe Inc. | 401.12 | +2.41% | 5.5K | -4.99% | 2.45M | 437.21 | 0.15% |
| 79 | MDB | MongoDB, Inc. | 202.44 | -1.55% | 10.22K | +9.42% | 2.38M | 266.28 | 0.15% |
| 80 | APH | Amphenol Corpor... | 93.22 | +0.79% | 33.05K | 0.00% | 2.3M | 19.69 | 0.14% |
| 81 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 36.67K | -5.2% | 2.17M | 52.07 | 0.13% |
| 82 | GILD | Gilead Sciences... | 110.72 | +0.67% | 21.31K | +333.95% | 1.97M | 90.48 | 0.12% |
| 83 | PWR | Quanta Services... | 361.41 | +0.88% | 6.14K | +0.52% | 1.94M | 39.42 | 0.12% |
| 84 | AMD | Advanced Micro ... | 126.24 | +8.68% | 15.52K | -64.19% | 1.87M | 124.9 | 0.11% |
| 85 | ITW | Illinois Tool W... | 244.12 | +1.09% | 7.3K | -3.38% | 1.85M | 211.49 | 0.11% |
| 86 | HON | Honeywell Inter... | 223.91 | -0.17% | 7.92K | -8.2% | 1.79M | 158.95 | 0.11% |
| 87 | PH | Parker-Hannifin... | 660.76 | +1.02% | 2.71K | +0.59% | 1.72M | 255.75 | 0.11% |
| 88 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 5.01K | 0.00% | 1.67M | 268.09 | 0.10% |
| 89 | GWW | W.W. Grainger, ... | 1070.09 | +0.55% | 1.57K | 0.00% | 1.65M | 186.84 | 0.10% |
| 90 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 2.68K | +6.35% | 1.53M | 334.37 | 0.09% |
| 91 | RSG | Republic Servic... | 248.26 | -1.19% | 7.54K | +0.44% | 1.52M | 54.5 | 0.09% |
| 92 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 8.48K | +12.70% | 1.49M | 160.4 | 0.09% |
| 93 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 3.47K | -1.92% | 1.47M | 135.08 | 0.09% |
| 94 | IRM | Iron Mountain I... | 102.09 | +0.49% | 13.54K | +0.56% | 1.42M | 51.79 | 0.09% |
| 95 | UNP | Union Pacific C... | 224.53 | +0.52% | 6.14K | 0.00% | 1.4M | 167.56 | 0.09% |
| 96 | DHR | Danaher Corpora... | 200.98 | +0.15% | 5.98K | -6.12% | 1.37M | 229.34 | 0.08% |
| 97 | PFE | Pfizer Inc. | 24.39 | -0.63% | 51.7K | -37.83% | 1.37M | 38.39 | 0.08% |
| 98 | CBT | Cabot Corporati... | 74.50 | -0.29% | 15K | 0.00% | 1.37M | 61.17 | 0.08% |
| 99 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 1.28K | +100.00% | 1.31M | 1025.11 | 0.08% |
| 100 | WMT | Walmart Inc. | 94.23 | -0.22% | 13.9K | +0.88% | 1.26M | 54.95 | 0.08% |
| 101 | PSA | Public Storage | 294.44 | -0.17% | 4K | +0.10% | 1.2M | 208.62 | 0.07% |
| 102 | BAC | Bank of America... | 44.36 | +0.61% | 27.23K | -0.16% | 1.2M | 35.12 | 0.07% |
| 103 | OTIS | Otis Worldwide ... | 96.34 | +0.54% | 12.65K | -11.24% | 1.17M | 59.19 | 0.07% |
| 104 | IVW | iShares S&P 500... | 106.17 | +1.01% | 11.4K | -0.81% | 1.16M | 58.5 | 0.07% |
| 105 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 13.35K | -2.91% | 1.15M | 67.79 | 0.07% |
| 106 | IWM | iShares Russell... | 210.52 | +0.78% | 4.96K | -4.47% | 1.1M | 201.36 | 0.07% |
| 107 | DIS | The Walt Disney... | 119.45 | +1.28% | 9.78K | +2.31% | 1.09M | 143.26 | 0.07% |
| 108 | INTU | Intuit Inc. | 767.56 | +1.80% | 1.65K | -70.38% | 1.04M | 591.3 | 0.06% |
| 109 | VIG | Vanguard Divide... | 200.94 | +0.24% | 5.31K | -0.58% | 1.04M | 59.64 | 0.06% |
| 110 | TJX | The TJX Compani... | 124.16 | +0.20% | 8.49K | -1.74% | 1.03M | 61.69 | 0.06% |
| 111 | NKE | NIKE, Inc. | 61.88 | +2.22% | 13.5K | -2.21% | 1.02M | 109.11 | 0.06% |
| 112 | HEI | HEICO Corporati... | 304.10 | -0.46% | 4.25K | +1.55% | 1.01M | 196.02 | 0.06% |
| 113 | TT | Trane Technolog... | 426.18 | +1.14% | 2.73K | +0.93% | 1.01M | 185.38 | 0.06% |
| 114 | MTD | Mettler-Toledo ... | 1182.83 | +2.37% | 788 | +0.38% | 964.26K | 398.3 | 0.06% |
| 115 | TTWO | Take-Two Intera... | 238.57 | +3.62% | 5.02K | +4.28% | 924.27K | 143.72 | 0.06% |
| 116 | YUM | Yum! Brands, In... | 141.78 | -1.54% | 6.76K | 0.00% | 906.92K | 71.38 | 0.06% |
| 117 | FI | Fiserv, Inc. | 164.84 | +1.12% | 4.38K | 0.00% | 900.77K | 110.5 | 0.06% |
| 118 | IJH | iShares Core S&... | 60.66 | +0.67% | 14.35K | +0.77% | 894.15K | 28.97 | 0.05% |
| 119 | XLV | Health Care Sel... | 135.62 | -0.38% | 6.42K | -3.56% | 883.34K | 134.45 | 0.05% |
| 120 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 11.64K | -9.64% | 879.8K | 74.86 | 0.05% |
| 121 | NSRGY | Nestlé S.A. | 101.75 | -1.4% | 10.25K | -9.39% | 837.67K | 87.06 | 0.05% |
| 122 | PEG | Public Service ... | 81.08 | +0.10% | 9.89K | +2.17% | 835.77K | 73.74 | 0.05% |
| 123 | MO | Altria Group, I... | 58.77 | -1.74% | 15.92K | -4.36% | 832.67K | 34.06 | 0.05% |
| 124 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 1.54K | +4.04% | 832.46K | 358.95 | 0.05% |
| 125 | EMR | Emerson Electri... | 128.64 | +2.47% | 6.68K | 0.00% | 828.22K | 75.73 | 0.05% |
| 126 | MSCI | MSCI Inc. | 546.07 | +0.62% | 1.38K | +0.51% | 825.01K | 188.48 | 0.05% |
| 127 | NEE | NextEra Energy,... | 73.71 | -1.43% | 11.19K | -4.6% | 802.21K | 77.06 | 0.05% |
| 128 | TDG | TransDigm Group... | 1424.21 | -1.07% | 605 | 0.00% | 766.7K | 196.35 | 0.05% |
| 129 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 8.33K | +0.19% | 760.2K | 65.9 | 0.05% |
| 130 | AMT | American Tower ... | 214.85 | +0.03% | 4.08K | 0.00% | 748.13K | 256.84 | 0.05% |
| 131 | WSO | Watsco, Inc. | 429.93 | -0.48% | 1.55K | +0.52% | 735K | 236.72 | 0.04% |
| 132 | ADI | Analog Devices,... | 231.43 | +2.84% | 3.44K | +2.08% | 731.29K | 149.39 | 0.04% |
| 133 | IJR | iShares Core S&... | 106.86 | +0.53% | 6.24K | +1.00% | 718.97K | 72.71 | 0.04% |
| 134 | IBB | iShares Biotech... | 127.74 | -0.2% | 5.41K | -22.84% | 714.6K | 116.27 | 0.04% |
| 135 | AMGN | Amgen Inc. | 295.12 | -0.03% | 2.74K | -17.48% | 713.89K | 297.25 | 0.04% |
| 136 | CMC | Commercial Meta... | 48.36 | -0.04% | 14.35K | +0.65% | 711.96K | 41.8 | 0.04% |
| 137 | CW | Curtiss-Wright ... | 469.86 | -0.73% | 2K | +0.91% | 709.38K | 224.01 | 0.04% |
| 138 | IWR | iShares Russell... | 89.92 | +0.72% | 7.9K | 0.00% | 698.54K | 73.93 | 0.04% |
| 139 | OKE | ONEOK, Inc. | 82.04 | -2.05% | 6.9K | +0.91% | 692.96K | 81.9 | 0.04% |
| 140 | SSNC | SS&C Technologi... | 80.48 | +1.67% | 9.02K | +0.60% | 683.46K | 50.79 | 0.04% |
| 141 | WRB | W. R. Berkley C... | 73.07 | -0.3% | 11.54K | +26.71% | 675.44K | 48.38 | 0.04% |
| 142 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 2.55K | -5.38% | 673.09K | 207.66 | 0.04% |
| 143 | PKG | Packaging Corpo... | 189.31 | +0.40% | 2.97K | +0.85% | 669.54K | 136.1 | 0.04% |
| 144 | BR | Broadridge Fina... | 238.84 | +0.70% | 2.81K | +0.83% | 635.31K | 215.12 | 0.04% |
| 145 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.02K | 0.00% | 602.22K | 204.34 | 0.04% |
| 146 | WMB | The Williams Co... | 59.09 | -1.16% | 10.98K | +0.67% | 594.08K | 26.79 | 0.04% |
| 147 | DOV | Dover Corporati... | 179.58 | +1.72% | 3.15K | +0.86% | 591.88K | 77.79 | 0.04% |
| 148 | CPRT | Copart, Inc. | 48.33 | -0.55% | 10K | 0.00% | 574.07K | 30.7 | 0.04% |
| 149 | BJ | BJ's Wholesale ... | 108.89 | -1.56% | 6.34K | +0.52% | 566.12K | 68.64 | 0.03% |
| 150 | VLO | Valero Energy C... | 137.87 | +2.80% | 4.62K | +0.59% | 566K | 74.76 | 0.03% |