Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Moody Lynn & Lieberson, LLCInvestment ActivityMoody Lynn & Lieberson, LLC has $1.49 billion in total holdings as of March 31, 2024.Moody Lynn & Lieberson, LLC owns shares of 236 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 6.77% of the portfolio was purchased this quarter.About 5.72% of the portfolio was sold this quarter.This quarter, Moody Lynn & Lieberson, LLC has purchased 231 new stocks and bought additional shares in 78 stocks.Moody Lynn & Lieberson, LLC sold shares of 70 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $81,768,227Broadcom $77,195,855NVIDIA $76,761,962Eli Lilly and Company $70,932,837Alphabet $57,528,328 Largest New Holdings this Quarter Ferguson $11,022,852 HoldingiShares MSCI Japan ETF $5,719,630 HoldingNeurocrine Biosciences $3,093,270 HoldingBRINKER CAP DESTINATIONS TR DE $385,964 HoldingSuper Micro Computer $328,260 Holding Largest Purchases this Quarter Uber Technologies 183,783 shares (about $14.15M)AbbVie 69,276 shares (about $12.62M)Ferguson 50,464 shares (about $11.02M)iShares MSCI Japan ETF 80,163 shares (about $5.72M)Amazon.com 31,629 shares (about $5.71M) Largest Sales this Quarter Bristol-Myers Squibb 197,747 shares (about $10.72M)Lockheed Martin 12,861 shares (about $5.85M)NVIDIA 5,679 shares (about $5.13M)Exxon Mobil 42,806 shares (about $4.98M)Palo Alto Networks 13,770 shares (about $3.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$81,768,227$221,720 ▲0.3%194,3535.5%Computer and TechnologyAVGOBroadcom$77,195,855$206,764 ▼-0.3%58,2435.2%Computer and TechnologyNVDANVIDIA$76,761,962$5,131,319 ▼-6.3%84,9555.2%Computer and TechnologyLLYEli Lilly and Company$70,932,837$231,832 ▲0.3%91,1784.8%MedicalGOOGLAlphabet$57,528,328$2,485,364 ▼-4.1%381,1593.9%Computer and TechnologyAAPLApple$50,191,167$824,476 ▼-1.6%292,6943.4%Computer and TechnologyBRK.BBerkshire Hathaway$46,791,681$122,371 ▲0.3%111,2713.1%FinanceMAMastercard$39,951,047$2,205,109 ▲5.8%82,9602.7%Business ServicesWMWaste Management$38,616,812$28,562 ▲0.1%181,1722.6%Business ServicesJPMJPMorgan Chase & Co.$38,461,406$344,917 ▲0.9%192,0192.6%FinanceAMZNAmazon.com$37,932,110$5,705,239 ▲17.7%210,2902.6%Retail/WholesaleBXBlackstone$35,840,758$243,560 ▲0.7%272,8232.4%FinanceGLDSPDR Gold Shares$32,072,365$832,137 ▼-2.5%155,9032.2%FinanceABBVAbbVie$31,528,361$12,615,132 ▲66.7%173,1382.1%MedicalLINDE PLC$29,702,086$152,761 ▲0.5%63,9692.0%COMTMOThermo Fisher Scientific$28,617,618$134,841 ▲0.5%49,2381.9%MedicalABTAbbott Laboratories$27,340,117$2,804,333 ▲11.4%240,5431.8%MedicalVRTXVertex Pharmaceuticals$25,904,916$1,028,723 ▲4.1%61,9721.7%MedicalHDHome Depot$25,683,938$44,498 ▲0.2%66,9551.7%Retail/WholesaleETNEaton$25,449,025$38,772 ▲0.2%81,3901.7%Industrial ProductsNOWServiceNow$24,764,277$429,231 ▲1.8%32,4821.7%Computer and TechnologySYKStryker$24,488,686$1,779,330 ▲7.8%68,4291.6%MedicalNFLXNetflix$21,439,964$1,806,199 ▲9.2%35,3021.4%Consumer DiscretionaryHONHoneywell International$20,521,511$83,947 ▼-0.4%99,9831.4%Multi-Sector ConglomeratesMSMorgan Stanley$19,833,015$786,801 ▼-3.8%210,6311.3%FinancePEPPepsiCo$18,707,519$1,794,028 ▼-8.8%106,8941.3%Consumer StaplesJNJJohnson & Johnson$17,240,970$2,707,264 ▼-13.6%108,9891.2%MedicalCVXChevron$17,233,568$1,419,660 ▲9.0%109,2531.2%Oils/EnergyLMTLockheed Martin$16,999,402$5,850,083 ▼-25.6%37,3721.1%AerospaceUBERUber Technologies$16,508,042$14,149,453 ▲599.9%214,4181.1%Computer and TechnologyMRKMerck & Co., Inc.$15,645,707$2,101,700 ▲15.5%118,5731.1%MedicalVVisa$15,200,092$457,412 ▲3.1%54,4651.0%Business ServicesMDBMongoDB$14,297,542$269,697 ▲1.9%39,8661.0%Computer and TechnologyMCDMcDonald's$12,212,382$264,751 ▲2.2%43,3140.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$11,179,648$109,845 ▼-1.0%21,3730.8%FinanceMARMarriott International$11,030,993$113,539 ▲1.0%43,7200.7%Consumer DiscretionaryFERGFerguson$11,022,852$11,022,852 ▲New Holding50,4640.7%Industrial ProductsPGProcter & Gamble$8,856,592$541,105 ▼-5.8%54,5860.6%Consumer StaplesNVONovo Nordisk A/S$8,338,296$46,224 ▼-0.6%64,9400.6%MedicalTXNTexas Instruments$8,312,430$135,361 ▼-1.6%47,7150.6%Computer and TechnologyAMDAdvanced Micro Devices$8,187,568$472,342 ▲6.1%45,3630.6%Computer and TechnologyGOOGAlphabet$7,938,836$104,298 ▼-1.3%52,1400.5%Computer and TechnologyKOCoca-Cola$7,566,681$1,065,817 ▼-12.3%123,6790.5%Consumer StaplesMDLZMondelez International$6,982,010$2,439,500 ▲53.7%99,7430.5%Consumer StaplesNOCNorthrop Grumman$6,205,827$872,597 ▲16.4%12,9650.4%AerospaceISRGIntuitive Surgical$6,059,783$3,375,104 ▲125.7%15,1840.4%MedicalANETArista Networks$5,864,556$4,010,424 ▲216.3%20,2240.4%Computer and TechnologyORCLOracle$5,792,631$2,248,042 ▲63.4%46,1160.4%Computer and TechnologyPANWPalo Alto Networks$5,791,990$3,912,470 ▼-40.3%20,3850.4%Computer and TechnologyCRMSalesforce$5,723,625$3,625,605 ▲172.8%19,0040.4%Computer and TechnologyEWJiShares MSCI Japan ETF$5,719,630$5,719,630 ▲New Holding80,1630.4%ETFTEAMAtlassian$4,714,053$374,026 ▲8.6%24,1610.3%Computer and TechnologyCRWDCrowdStrike$4,618,099$1,699,448 ▼-26.9%14,4050.3%Computer and TechnologyADPAutomatic Data Processing$4,602,458$21,727 ▼-0.5%18,4290.3%Business ServicesIBMInternational Business Machines$4,555,733$1,372,430 ▲43.1%23,8570.3%Computer and TechnologyINTUIntuit$4,536,350$42,250 ▼-0.9%6,9790.3%Computer and TechnologySOSouthern$4,486,404$3,013,367 ▼-40.2%62,5370.3%UtilitiesVTIVanguard Total Stock Market ETF$4,453,436$32,748 ▲0.7%17,1350.3%ETFGEGeneral Electric$4,446,350$161,839 ▼-3.5%25,3310.3%TransportationREGNRegeneron Pharmaceuticals$4,403,392$52,937 ▲1.2%4,5750.3%MedicalINDAiShares MSCI India ETF$4,248,694$19,088 ▼-0.4%82,3550.3%ETFUNHUnitedHealth Group$4,176,752$314,629 ▼-7.0%8,4430.3%MedicalEXRExtra Space Storage$4,128,348$1,331,526 ▼-24.4%28,0840.3%FinanceELEstée Lauder Companies$4,049,829$781,849 ▲23.9%26,2720.3%Consumer StaplesCDNSCadence Design Systems$3,978,4700.0%12,7810.3%Computer and TechnologyIDXXIDEXX Laboratories$3,905,314$16,198 ▲0.4%7,2330.3%MedicalAXONAxon Enterprise$3,734,223$24,718 ▼-0.7%11,9350.3%Industrial ProductsAXPAmerican Express$3,678,332$3,340,440 ▲988.6%16,1550.2%FinanceSNPSSynopsys$3,639,8830.0%6,3690.2%Computer and TechnologyCHDChurch & Dwight$3,622,686$320,127 ▲9.7%34,7300.2%Consumer StaplesSHWSherwin-Williams$3,389,941$725,572 ▲27.2%9,7600.2%ConstructionGSThe Goldman Sachs Group$3,382,871$248,526 ▼-6.8%8,0990.2%FinanceADBEAdobe$3,349,535$2,334,784 ▼-41.1%6,6380.2%Computer and TechnologyATLKYAtlas Copco$3,245,026$40,995 ▲1.3%191,5600.2%Industrial ProductsURIUnited Rentals$3,204,613$820,623 ▼-20.4%4,4440.2%ConstructionACNAccenture$3,183,266$361,861 ▼-10.2%9,1840.2%Business ServicesNBIXNeurocrine Biosciences$3,093,270$3,093,270 ▲New Holding22,4280.2%MedicalXOMExxon Mobil$3,036,538$4,975,770 ▼-62.1%26,1230.2%Oils/EnergyASMLASML$3,028,837$2,548,454 ▲530.5%3,1210.2%Computer and TechnologyCTRACoterra Energy$2,932,948$354,048 ▲13.7%105,1990.2%Oils/EnergyIWOiShares Russell 2000 Growth ETF$2,924,3690.0%10,7990.2%ETFBMYBristol-Myers Squibb$2,736,934$10,723,820 ▼-79.7%50,4690.2%MedicalITWIllinois Tool Works$2,536,2550.0%9,4520.2%Industrial ProductsSHOPShopify$2,372,900$627,315 ▼-20.9%30,7490.2%Computer and TechnologyRTXRTX$2,297,514$15,312 ▼-0.7%23,5570.2%AerospaceVANGUARD INDEX FUNDS 500 INDEX$2,233,6210.0%4,6070.2%MFMETAMeta Platforms$2,164,230$54,385 ▲2.6%4,4570.1%Computer and TechnologyCSCOCisco Systems$1,966,504$3,993 ▼-0.2%39,4010.1%Computer and TechnologyAPHAmphenol$1,902,814$57,214 ▲3.1%16,4960.1%Computer and TechnologyHESHess$1,848,776$45,792 ▲2.5%12,1120.1%Oils/EnergySPOTSpotify Technology$1,795,3120.0%6,8030.1%Business ServicesDHRDanaher$1,655,893$22,475 ▼-1.3%6,6310.1%Multi-Sector ConglomeratesUNPUnion Pacific$1,632,975$16,477 ▼-1.0%6,6400.1%TransportationGWWW.W. Grainger$1,588,0050.0%1,5610.1%Industrial ProductsPWRQuanta Services$1,587,118$1,819 ▲0.1%6,1090.1%ConstructionPHParker-Hannifin$1,496,742$1,667 ▲0.1%2,6930.1%Industrial ProductsOTISOtis Worldwide$1,477,138$547,871 ▼-27.1%14,8800.1%ConstructionRSGRepublic Services$1,437,523$1,914 ▲0.1%7,5090.1%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$1,405,684$8,353 ▼-0.6%3,5340.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,402,6840.0%2,5210.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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