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MOODY LYNN & LIEBERSON, LLC13F | |
| MOODY LYNN & LIEBERSON, LLC | |
| Last update 2025-04-28 | 226 Stocks (17 new) |
| Value $1.54 Bil | Turnover 6 % |
MOODY LYNN & LIEBERSON, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 648,769 | 70,313.6 | -10.28% | 4.570 | -0.62% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 185,841 | 69,762.8 | -3.19% | 4.530 | -0.16% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AVGO | Broadcom Inc | 415,134 | 69,505.9 | -18.43% | 4.510 | -1.35% | 0.010 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
LLY | Eli Lilly and Co | 84,040 | 69,409.5 | -1.56% | 4.510 | -0.06% | 0.010 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
AAPL | Apple Inc | 273,790 | 60,817.0 | -10.31% | 3.950 | -0.49% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
GOOGL | Alphabet Inc | 382,363 | 59,128.6 | -3.05% | 3.840 | -0.14% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 110,337 | 58,763.3 | +0.03% | 3.820 | 0% | 0.010 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
GLD | SPDR Gold Shares ETF | 199,316 | 57,430.9 | +6.36% | 3.730 | +0.22% | 0.060 | +7.23% | +26.85% | 102,309.8 | ||
JPM | JPMorgan Chase & Co | 196,920 | 48,304.5 | +0.84% | 3.140 | +0.03% | 0.010 | +30.86% | +25.49% | 822,612.0 | Banks | |
MA | Mastercard Inc | 83,307 | 45,662.2 | +1.32% | 2.970 | +0.04% | 0.010 | +7.46% | +8.43% | 516,916.7 | Credit Services |
MOODY LYNN & LIEBERSON, LLC's Historical Top Holdings Breakdowns
MOODY LYNN & LIEBERSON, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.35% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -18.43% | 415,134 | -93,767 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -1.25% | 423.19 ($460.32) 506.29 | $462.52 | 0.48% | Reduce -97.09% | 1,248 | -41,680 | |
ICE | Intercontinental Exchange Inc | 2025-03-31 | Add Add | +0.74% | 142.8 ($163.84) 176.36 | $183.11 | 11.76% | Add 170.94% | 105,002 | 66,248 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | Add Add | +0.73% | 53.9 ($58.29) 63.11 | $46.92 | -19.51% | Add 116.42% | 341,788 | 183,858 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.62% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -10.28% | 648,769 | -74,331 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.49% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -10.31% | 273,790 | -31,474 | |
SYK | Stryker Corp | 2025-03-31 | Add Add | +0.42% | 355.18 ($380.56) 399.9 | $395.28 | 3.87% | Add 24.95% | 86,937 | 17,360 | |
NOC | Northrop Grumman Corp | 2025-03-31 | Add Add | +0.41% | 433.45 ($477.41) 513.82 | $504.20 | 5.61% | Add 99.59% | 25,091 | 12,520 | |
ABT | Abbott Laboratories | 2025-03-31 | Add Add | +0.34% | 111.1 ($127.27) 140.22 | $134.44 | 5.63% | Add 16.15% | 279,830 | 38,916 | |
GILD | Gilead Sciences Inc | 2025-03-31 | Add Add | +0.34% | 89.14 ($103.18) 117.41 | $111.75 | 8.31% | Add 216.36% | 67,407 | 46,100 |
MOODY LYNN & LIEBERSON, LLC Total Holding History ($B)
MOODY LYNN & LIEBERSON, LLC's Asset Allocation
MOODY LYNN & LIEBERSON, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MOODY LYNN & LIEBERSON, LLC's Hypothetical Growth since 2025-03-31
MOODY LYNN & LIEBERSON, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MOODY LYNN & LIEBERSON, LLC's Holdings Heat Map
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MOODY LYNN & LIEBERSON, LLC's Holdings Bubble Chart
MOODY LYNN & LIEBERSON, LLC News
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