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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 | +25.84% | +13.10% | 3,703,550.5 | Semiconductors | |
MSFT | Microsoft Corp | 185,841 | 69,762.8 | -3.19% | 4.530 | -0.16% | 0.000 | +24.94% | +17.37% | 3,662,831.9 | Software | |
AVGO | Broadcom Inc | 415,134 | 69,505.9 | -18.43% | 4.510 | -1.35% | 0.010 | +41.05% | +14.88% | 1,245,996.5 | Semiconductors | |
LLY | Eli Lilly and Co | 84,040 | 69,409.5 | -1.56% | 4.510 | -0.06% | 0.010 | -6.98% | +2.87% | 710,292.9 | Drug Manufacturers | |
AAPL | Apple Inc | 273,790 | 60,817.0 | -10.31% | 3.950 | -0.49% | 0.000 | -9.50% | -19.05% | 3,020,472.1 | Hardware | |
GOOGL | Alphabet Inc | 382,363 | 59,128.6 | -3.05% | 3.840 | -0.14% | 0.000 | +0.63% | -9.23% | 2,085,703.6 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 110,337 | 58,763.3 | +0.03% | 3.820 | 0% | 0.010 | -7.61% | +7.79% | 1,054,022.9 | Insurance | |
GLD | SPDR Gold Shares ETF | 199,316 | 57,430.9 | +6.36% | 3.730 | +0.22% | 0.060 | +9.96% | +26.47% | 101,509.0 | ||
JPM | JPMorgan Chase & Co | 196,920 | 48,304.5 | +0.84% | 3.140 | +0.03% | 0.010 | +13.09% | +19.09% | 784,456.4 | Banks | |
MA | Mastercard Inc | 83,307 | 45,662.2 | +1.32% | 2.970 | +0.04% | 0.010 | +1.94% | +5.69% | 503,835.8 | 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 | $264.91 | 25.16% | Reduce -18.43% | 415,134 | -93,767 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -1.25% | 423.19 ($460.32) 506.29 | $460.86 | 0.12% | Reduce -97.09% | 1,248 | -41,680 | |
ICE | Intercontinental Exchange Inc | 2025-03-31 | Add Add | +0.74% | 142.8 ($163.84) 176.36 | $181.14 | 10.56% | 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 | $46.79 | -19.73% | Add 116.42% | 341,788 | 183,858 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.62% | 106.98 ($126.74) 149.43 | $151.58 | 19.60% | Reduce -10.28% | 648,769 | -74,331 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.49% | 209.68 ($231.67) 247.1 | $202.23 | -12.71% | Reduce -10.31% | 273,790 | -31,474 | |
SYK | Stryker Corp | 2025-03-31 | Add Add | +0.42% | 355.18 ($380.56) 399.9 | $389.47 | 2.34% | Add 24.95% | 86,937 | 17,360 | |
NOC | Northrop Grumman Corp | 2025-03-31 | Add Add | +0.41% | 433.45 ($477.41) 513.82 | $487.02 | 2.01% | Add 99.59% | 25,091 | 12,520 | |
ABT | Abbott Laboratories | 2025-03-31 | Add Add | +0.34% | 111.1 ($127.27) 140.22 | $138.45 | 8.79% | Add 16.15% | 279,830 | 38,916 | |
GILD | Gilead Sciences Inc | 2025-03-31 | Add Add | +0.34% | 89.14 ($103.18) 117.41 | $105.50 | 2.25% | Add 216.36% | 67,407 | 46,100 |
MOODY LYNN & LIEBERSON, LLC Total Holding History ($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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