Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024)

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About Moody Lynn & Lieberson, LLC

Investment Activity

Moody 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: $81,768,227
Broadcom: $77,195,855
NVIDIA: $76,761,962
Eli Lilly and Company: $70,932,837
Alphabet: $57,528,328

Largest New Holdings this Quarter

Ferguson: $11,022,852 Holding
iShares MSCI Japan ETF: $5,719,630 Holding
Neurocrine Biosciences: $3,093,270 Holding
BRINKER CAP DESTINATIONS TR DE: $385,964 Holding
Super 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$81,768,227	$221,720 ▲	0.3%	194,353	5.5%	Computer and Technology
AVGO Broadcom	$77,195,855	$206,764 ▼	-0.3%	58,243	5.2%	Computer and Technology
NVDA NVIDIA	$76,761,962	$5,131,319 ▼	-6.3%	84,955	5.2%	Computer and Technology
LLY Eli Lilly and Company	$70,932,837	$231,832 ▲	0.3%	91,178	4.8%	Medical
GOOGL Alphabet	$57,528,328	$2,485,364 ▼	-4.1%	381,159	3.9%	Computer and Technology
AAPL Apple	$50,191,167	$824,476 ▼	-1.6%	292,694	3.4%	Computer and Technology
BRK.B Berkshire Hathaway	$46,791,681	$122,371 ▲	0.3%	111,271	3.1%	Finance
MA Mastercard	$39,951,047	$2,205,109 ▲	5.8%	82,960	2.7%	Business Services
WM Waste Management	$38,616,812	$28,562 ▲	0.1%	181,172	2.6%	Business Services
JPM JPMorgan Chase & Co.	$38,461,406	$344,917 ▲	0.9%	192,019	2.6%	Finance
AMZN Amazon.com	$37,932,110	$5,705,239 ▲	17.7%	210,290	2.6%	Retail/Wholesale
BX Blackstone	$35,840,758	$243,560 ▲	0.7%	272,823	2.4%	Financial Services
GLD SPDR Gold Shares	$32,072,365	$832,137 ▼	-2.5%	155,903	2.2%	Finance
ABBV AbbVie	$31,528,361	$12,615,132 ▲	66.7%	173,138	2.1%	Medical
LINDE PLC	$29,702,086	$152,761 ▲	0.5%	63,969	2.0%	COM
TMO Thermo Fisher Scientific	$28,617,618	$134,841 ▲	0.5%	49,238	1.9%	Medical
ABT Abbott Laboratories	$27,340,117	$2,804,333 ▲	11.4%	240,543	1.8%	Medical
VRTX Vertex Pharmaceuticals	$25,904,916	$1,028,723 ▲	4.1%	61,972	1.7%	Medical
HD Home Depot	$25,683,938	$44,498 ▲	0.2%	66,955	1.7%	Retail/Wholesale
ETN Eaton	$25,449,025	$38,772 ▲	0.2%	81,390	1.7%	Industrial Products
NOW ServiceNow	$24,764,277	$429,231 ▲	1.8%	32,482	1.7%	Computer and Technology
SYK Stryker	$24,488,686	$1,779,330 ▲	7.8%	68,429	1.6%	Medical
NFLX Netflix	$21,439,964	$1,806,199 ▲	9.2%	35,302	1.4%	Consumer Discretionary
HON Honeywell International	$20,521,511	$83,947 ▼	-0.4%	99,983	1.4%	Multi-Sector Conglomerates
MS Morgan Stanley	$19,833,015	$786,801 ▼	-3.8%	210,631	1.3%	Finance
PEP PepsiCo	$18,707,519	$1,794,028 ▼	-8.8%	106,894	1.3%	Consumer Staples
JNJ Johnson & Johnson	$17,240,970	$2,707,264 ▼	-13.6%	108,989	1.2%	Medical
CVX Chevron	$17,233,568	$1,419,660 ▲	9.0%	109,253	1.2%	Oils/Energy
LMT Lockheed Martin	$16,999,402	$5,850,083 ▼	-25.6%	37,372	1.1%	Aerospace
UBER Uber Technologies	$16,508,042	$14,149,453 ▲	599.9%	214,418	1.1%	Computer and Technology
MRK Merck & Co., Inc.	$15,645,707	$2,101,700 ▲	15.5%	118,573	1.1%	Medical
V Visa	$15,200,092	$457,412 ▲	3.1%	54,465	1.0%	Business Services
MDB MongoDB	$14,297,542	$269,697 ▲	1.9%	39,866	1.0%	Computer and Technology
MCD McDonald's	$12,212,382	$264,751 ▲	2.2%	43,314	0.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$11,179,648	$109,845 ▼	-1.0%	21,373	0.8%	Finance
MAR Marriott International	$11,030,993	$113,539 ▲	1.0%	43,720	0.7%	Consumer Discretionary
FERG Ferguson	$11,022,852	$11,022,852 ▲	New Holding	50,464	0.7%	Industrial Products
PG Procter & Gamble	$8,856,592	$541,105 ▼	-5.8%	54,586	0.6%	Consumer Staples
NVO Novo Nordisk A/S	$8,338,296	$46,224 ▼	-0.6%	64,940	0.6%	Medical
TXN Texas Instruments	$8,312,430	$135,361 ▼	-1.6%	47,715	0.6%	Computer and Technology
AMD Advanced Micro Devices	$8,187,568	$472,342 ▲	6.1%	45,363	0.6%	Computer and Technology
GOOG Alphabet	$7,938,836	$104,298 ▼	-1.3%	52,140	0.5%	Computer and Technology
KO Coca-Cola	$7,566,681	$1,065,817 ▼	-12.3%	123,679	0.5%	Consumer Staples
MDLZ Mondelez International	$6,982,010	$2,439,500 ▲	53.7%	99,743	0.5%	Consumer Staples
NOC Northrop Grumman	$6,205,827	$872,597 ▲	16.4%	12,965	0.4%	Aerospace
ISRG Intuitive Surgical	$6,059,783	$3,375,104 ▲	125.7%	15,184	0.4%	Medical
ANET Arista Networks	$5,864,556	$4,010,424 ▲	216.3%	20,224	0.4%	Computer and Technology
ORCL Oracle	$5,792,631	$2,248,042 ▲	63.4%	46,116	0.4%	Computer and Technology
PANW Palo Alto Networks	$5,791,990	$3,912,470 ▼	-40.3%	20,385	0.4%	Computer and Technology
CRM Salesforce	$5,723,625	$3,625,605 ▲	172.8%	19,004	0.4%	Computer and Technology
EWJ iShares MSCI Japan ETF	$5,719,630	$5,719,630 ▲	New Holding	80,163	0.4%	ETF
TEAM Atlassian	$4,714,053	$374,026 ▲	8.6%	24,161	0.3%	Computer and Technology
CRWD CrowdStrike	$4,618,099	$1,699,448 ▼	-26.9%	14,405	0.3%	Computer and Technology
ADP Automatic Data Processing	$4,602,458	$21,727 ▼	-0.5%	18,429	0.3%	Business Services
IBM International Business Machines	$4,555,733	$1,372,430 ▲	43.1%	23,857	0.3%	Computer and Technology
INTU Intuit	$4,536,350	$42,250 ▼	-0.9%	6,979	0.3%	Computer and Technology
SO Southern	$4,486,404	$3,013,367 ▼	-40.2%	62,537	0.3%	Utilities
VTI Vanguard Total Stock Market ETF	$4,453,436	$32,748 ▲	0.7%	17,135	0.3%	ETF
GE General Electric	$4,446,350	$161,839 ▼	-3.5%	25,331	0.3%	Transportation
REGN Regeneron Pharmaceuticals	$4,403,392	$52,937 ▲	1.2%	4,575	0.3%	Medical
INDA iShares MSCI India ETF	$4,248,694	$19,088 ▼	-0.4%	82,355	0.3%	ETF
UNH UnitedHealth Group	$4,176,752	$314,629 ▼	-7.0%	8,443	0.3%	Medical
EXR Extra Space Storage	$4,128,348	$1,331,526 ▼	-24.4%	28,084	0.3%	Finance
EL Estée Lauder Companies	$4,049,829	$781,849 ▲	23.9%	26,272	0.3%	Consumer Staples
CDNS Cadence Design Systems	$3,978,470		0.0%	12,781	0.3%	Computer and Technology
IDXX IDEXX Laboratories	$3,905,314	$16,198 ▲	0.4%	7,233	0.3%	Medical
AXON Axon Enterprise	$3,734,223	$24,718 ▼	-0.7%	11,935	0.3%	Industrial Products
AXP American Express	$3,678,332	$3,340,440 ▲	988.6%	16,155	0.2%	Finance
SNPS Synopsys	$3,639,883		0.0%	6,369	0.2%	Computer and Technology
CHD Church & Dwight	$3,622,686	$320,127 ▲	9.7%	34,730	0.2%	Consumer Staples
SHW Sherwin-Williams	$3,389,941	$725,572 ▲	27.2%	9,760	0.2%	Construction
GS The Goldman Sachs Group	$3,382,871	$248,526 ▼	-6.8%	8,099	0.2%	Finance
ADBE Adobe	$3,349,535	$2,334,784 ▼	-41.1%	6,638	0.2%	Computer and Technology
ATLKY Atlas Copco	$3,245,026	$40,995 ▲	1.3%	191,560	0.2%	Industrial Products
URI United Rentals	$3,204,613	$820,623 ▼	-20.4%	4,444	0.2%	Construction
ACN Accenture	$3,183,266	$361,861 ▼	-10.2%	9,184	0.2%	Business Services
NBIX Neurocrine Biosciences	$3,093,270	$3,093,270 ▲	New Holding	22,428	0.2%	Medical
XOM Exxon Mobil	$3,036,538	$4,975,770 ▼	-62.1%	26,123	0.2%	Oils/Energy
ASML ASML	$3,028,837	$2,548,454 ▲	530.5%	3,121	0.2%	Computer and Technology
CTRA Coterra Energy	$2,932,948	$354,048 ▲	13.7%	105,199	0.2%	Oils/Energy
IWO iShares Russell 2000 Growth ETF	$2,924,369		0.0%	10,799	0.2%	ETF
BMY Bristol-Myers Squibb	$2,736,934	$10,723,820 ▼	-79.7%	50,469	0.2%	Medical
ITW Illinois Tool Works	$2,536,255		0.0%	9,452	0.2%	Industrial Products
SHOP Shopify	$2,372,900	$627,315 ▼	-20.9%	30,749	0.2%	Computer and Technology
RTX RTX	$2,297,514	$15,312 ▼	-0.7%	23,557	0.2%	Aerospace
VANGUARD INDEX FUNDS 500 INDEX	$2,233,621		0.0%	4,607	0.2%	MF
META Meta Platforms	$2,164,230	$54,385 ▲	2.6%	4,457	0.1%	Computer and Technology
CSCO Cisco Systems	$1,966,504	$3,993 ▼	-0.2%	39,401	0.1%	Computer and Technology
APH Amphenol	$1,902,814	$57,214 ▲	3.1%	16,496	0.1%	Computer and Technology
HES Hess	$1,848,776	$45,792 ▲	2.5%	12,112	0.1%	Oils/Energy
SPOT Spotify Technology	$1,795,312		0.0%	6,803	0.1%	Business Services
DHR Danaher	$1,655,893	$22,475 ▼	-1.3%	6,631	0.1%	Medical
UNP Union Pacific	$1,632,975	$16,477 ▼	-1.0%	6,640	0.1%	Transportation
GWW W.W. Grainger	$1,588,005		0.0%	1,561	0.1%	Industrial Products
PWR Quanta Services	$1,587,118	$1,819 ▲	0.1%	6,109	0.1%	Construction
PH Parker-Hannifin	$1,496,742	$1,667 ▲	0.1%	2,693	0.1%	Industrial Products
OTIS Otis Worldwide	$1,477,138	$547,871 ▼	-27.1%	14,880	0.1%	Construction
RSG Republic Services	$1,437,523	$1,914 ▲	0.1%	7,509	0.1%	Business Services
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,405,684	$8,353 ▼	-0.6%	3,534	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$1,402,684		0.0%	2,521	0.1%	ETF
CBT Cabot	$1,383,000		0.0%	15,000	0.1%	Basic Materials
NKE NIKE	$1,379,250		0.0%	14,676	0.1%	Consumer Discretionary
NSRGY Nestlé	$1,198,467	$16,036 ▼	-1.3%	11,285	0.1%	Consumer Staples
PFE Pfizer	$1,185,119	$69,375 ▼	-5.5%	42,707	0.1%	Medical
DIS Walt Disney	$1,184,567	$17,008 ▼	-1.4%	9,681	0.1%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$1,167,806	$691,368 ▼	-37.2%	6,895	0.1%	ETF
IWM iShares Russell 2000 ETF	$1,160,856	$3,053,766 ▼	-72.5%	5,520	0.1%	Finance
PSA Public Storage	$1,160,240		0.0%	4,000	0.1%	Finance
FIDELITY ASSET MGR	$1,135,620	$99,449 ▼	-8.1%	74,224	0.1%	MF
BHP BHP Group	$1,096,110	$2,885 ▲	0.3%	19,000	0.1%	Basic Materials
BLK BlackRock	$1,087,145		0.0%	1,304	0.1%	Finance
IRM Iron Mountain	$1,080,348	$1,524 ▲	0.1%	13,469	0.1%	Finance
EFA iShares MSCI EAFE ETF	$1,052,395	$11,180 ▼	-1.1%	13,178	0.1%	Finance
MTD Mettler-Toledo International	$1,045,063		0.0%	785	0.1%	Computer and Technology
IBB iShares Biotechnology ETF	$1,043,558	$41,166 ▼	-3.8%	7,605	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,029,190		0.0%	5,636	0.1%	ETF
PRINCIPAL FUNDS INC MID CAP FU	$1,006,400		0.0%	23,680	0.1%	MF
IVW iShares S&P 500 Growth ETF	$978,828	$2,871 ▼	-0.3%	11,592	0.1%	ETF
YUM Yum! Brands	$949,752		0.0%	6,850	0.1%	Retail/Wholesale
INTC Intel	$908,577	$9,541 ▼	-1.0%	20,570	0.1%	Computer and Technology
BAC Bank of America	$889,186		0.0%	23,449	0.1%	Finance
TJX TJX Companies	$873,835		0.0%	8,616	0.1%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$866,456	$693,165 ▲	400.0%	14,265	0.1%	ETF
CMC Commercial Metals	$838,178	$1,352 ▲	0.2%	14,262	0.1%	Basic Materials
FIDELITY TR TOTAL MKT INS PREM	$819,390		0.0%	5,651	0.1%	MF
AMGN Amgen	$808,037		0.0%	2,842	0.1%	Medical
AMT American Tower	$807,946	$198 ▼	0.0%	4,089	0.1%	Finance
TT Trane Technologies	$800,633	$1,501 ▲	0.2%	2,667	0.1%	Business Services
SBUX Starbucks	$798,383		0.0%	8,736	0.1%	Retail/Wholesale
VLO Valero Energy	$783,467	$512 ▲	0.1%	4,590	0.1%	Oils/Energy
VOO Vanguard S&P 500 ETF	$769,181	$7,692 ▼	-1.0%	1,600	0.1%	ETF
MSCI MSCI	$766,696	$560 ▲	0.1%	1,368	0.1%	Computer and Technology
EMR Emerson Electric	$757,986	$226,840 ▼	-23.0%	6,683	0.1%	Industrial Products
TDG TransDigm Group	$745,118		0.0%	605	0.1%	Aerospace
XLV Health Care Select Sector SPDR Fund	$739,389		0.0%	5,005	0.0%	ETF
MO Altria Group	$732,249	$5,322 ▼	-0.7%	16,787	0.0%	Consumer Staples
WMT Walmart	$693,158	$483,767 ▲	231.0%	11,520	0.0%	Retail/Wholesale
DELAWARE EQUITY FUNDS V SMALL	$691,523		0.0%	24,281	0.0%	MF
NEE NextEra Energy	$683,070	$6,391 ▼	-0.9%	10,688	0.0%	Utilities
WSO Watsco	$681,649	$14,255 ▼	-2.0%	1,578	0.0%	Construction
VO Vanguard Mid-Cap ETF	$677,421	$19,491 ▲	3.0%	2,711	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$672,625	$11,273 ▼	-1.6%	6,086	0.0%	ETF
ADI Analog Devices	$672,288	$1,978 ▼	-0.3%	3,399	0.0%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$664,479		0.0%	7,902	0.0%	ETF
COST Costco Wholesale	$613,249	$7,327 ▼	-1.2%	837	0.0%	Retail/Wholesale
SSNC SS&C Technologies	$577,077	$1,094 ▲	0.2%	8,965	0.0%	Computer and Technology
NEW PERSPECTIVE FUND INC	$570,629		0.0%	9,416	0.0%	MF
PKG Packaging Co. of America	$564,785	$190 ▲	0.0%	2,976	0.0%	Industrial Products
COP ConocoPhillips	$564,614	$10,819 ▼	-1.9%	4,436	0.0%	Oils/Energy
FI Fiserv	$556,174		0.0%	3,480	0.0%	Business Services
TTWO Take-Two Interactive Software	$554,313	$35,786 ▲	6.9%	3,733	0.0%	Consumer Discretionary
DOV Dover	$554,250	$1,595 ▲	0.3%	3,128	0.0%	Industrial Products
OLD WESTBURY FUNDS INC LARGE C	$553,179		0.0%	28,932	0.0%	MF
IVV iShares Core S&P 500 ETF	$537,822		0.0%	1,023	0.0%	ETF
TRV Travelers Companies	$528,632		0.0%	2,297	0.0%	Finance
ARTISAN PARTNERS FUNDS INC INT	$519,486		0.0%	10,823	0.0%	MF
SWKS Skyworks Solutions	$516,036		0.0%	4,764	0.0%	Computer and Technology
ECL Ecolab	$515,138		0.0%	2,231	0.0%	Basic Materials
AKAM Akamai Technologies	$513,130	$2,244,155 ▼	-81.4%	4,718	0.0%	Computer and Technology
CW Curtiss-Wright	$507,017	$512 ▲	0.1%	1,981	0.0%	Aerospace
KHC Kraft Heinz	$489,515	$2,140 ▼	-0.4%	13,266	0.0%	Consumer Staples
HEI HEICO	$481,702	$24,257 ▲	5.3%	2,522	0.0%	Aerospace
CPRT Copart	$481,547	$1,448 ▼	-0.3%	8,314	0.0%	Business Services
SNA Snap-on	$479,580	$592 ▲	0.1%	1,619	0.0%	Consumer Discretionary
LPLA LPL Financial	$475,560		0.0%	1,800	0.0%	Finance
RTO Rentokil Initial	$474,742	$935 ▲	0.2%	15,746	0.0%	Business Services
ALL Allstate	$466,435		0.0%	2,696	0.0%	Finance
PNM PNM Resources	$465,306	$753 ▲	0.2%	12,362	0.0%	Utilities
BLACKSTONE REIT INC CL I	$458,189		0.0%	32,370	0.0%	COM
BJ BJ's Wholesale Club	$454,051	$983 ▲	0.2%	6,002	0.0%	Consumer Discretionary
DDOG Datadog	$451,140		0.0%	3,650	0.0%	Computer and Technology
DVY iShares Select Dividend ETF	$443,448		0.0%	3,600	0.0%	ETF
EPD Enterprise Products Partners	$439,743		0.0%	15,070	0.0%	Oils/Energy
NSC Norfolk Southern	$439,651	$173,312 ▲	65.1%	1,725	0.0%	Transportation
WMB Williams Companies	$424,929	$1,052 ▲	0.2%	10,904	0.0%	Oils/Energy
LRCX Lam Research	$420,690		0.0%	433	0.0%	Computer and Technology
CB Chubb	$413,571	$34,983 ▲	9.2%	1,596	0.0%	Finance
WAT Waters	$406,191		0.0%	1,180	0.0%	Medical
EPI WisdomTree India Earnings Fund	$396,483		0.0%	9,102	0.0%	Finance
SPG Simon Property Group	$391,225		0.0%	2,500	0.0%	Finance
LEA Lear	$386,974	$724 ▲	0.2%	2,671	0.0%	Auto/Tires/Trucks
BRINKER CAP DESTINATIONS TR DE	$385,964	$385,964 ▲	New Holding	24,018	0.0%	MF
WEC WEC Energy Group	$378,409	$24,225 ▼	-6.0%	4,608	0.0%	Utilities
PEG Public Service Enterprise Group	$372,900	$5,743 ▼	-1.5%	5,584	0.0%	Utilities
WRB W. R. Berkley	$365,434	$88 ▲	0.0%	4,132	0.0%	Finance
USB U.S. Bancorp	$362,428		0.0%	8,108	0.0%	Finance
GILD Gilead Sciences	$357,680	$12,672 ▼	-3.4%	4,883	0.0%	Medical
CHENIERE ENERGY INC NEW	$351,107		0.0%	2,177	0.0%	COM
HRB H&R Block	$350,498	$491 ▲	0.1%	7,137	0.0%	Consumer Discretionary
OLD WESTBURY FUNDS INC ALL CAP	$340,419	$78,104 ▼	-18.7%	13,215	0.0%	MF
PNC The PNC Financial Services Group	$338,067	$485 ▲	0.1%	2,092	0.0%	Finance
VZ Verizon Communications	$329,176		0.0%	7,845	0.0%	Computer and Technology
SMCI Super Micro Computer	$328,260	$328,260 ▲	New Holding	325	0.0%	Computer and Technology
J Jacobs Solutions	$323,602		0.0%	2,105	0.0%	Business Services
FIDELITY CONTRAFUND NEW INSIGH	$318,604		0.0%	8,076	0.0%	MF
HARBOR FUNDS CAP APPREC INST	$306,151		0.0%	2,790	0.0%	MF
SWK Stanley Black & Decker	$298,784	$298,784 ▲	New Holding	3,051	0.0%	Industrial Products
PSX Phillips 66	$298,422	$13,231 ▲	4.6%	1,827	0.0%	Oils/Energy
IP International Paper	$295,655	$295,655 ▲	New Holding	7,577	0.0%	Basic Materials
LOW Lowe's Companies	$290,392		0.0%	1,140	0.0%	Retail/Wholesale
SJM J. M. Smucker	$288,116		0.0%	2,289	0.0%	Consumer Staples
HARRIS ASSOC INV TR OAKMRK SLT	$283,167		0.0%	3,790	0.0%	MF
CTSH Cognizant Technology Solutions	$278,502		0.0%	3,800	0.0%	Computer and Technology
D Dominion Energy	$275,464		0.0%	5,600	0.0%	Utilities
IVE iShares S&P 500 Value ETF	$272,929	$32,692 ▼	-10.7%	1,461	0.0%	ETF
QQQ Invesco QQQ	$271,734		0.0%	612	0.0%	Finance
HARDING LOEVNER FUNDS INC INTL	$270,578	$31,643 ▼	-10.5%	10,261	0.0%	MF
TTD Trade Desk	$262,260		0.0%	3,000	0.0%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$262,038	$24,082 ▲	10.1%	5,223	0.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$261,133	$261,133 ▲	New Holding	4,244	0.0%	ETF
FIDELITY CONTRAFUND	$258,921		0.0%	13,649	0.0%	MF
CHKP Check Point Software Technologies	$254,872		0.0%	1,554	0.0%	Computer and Technology
EOG EOG Resources	$252,356		0.0%	1,974	0.0%	Oils/Energy
ORLY O'Reilly Automotive	$249,482		0.0%	221	0.0%	Retail/Wholesale
OKE ONEOK	$246,443		0.0%	3,074	0.0%	Oils/Energy
DE Deere & Company	$243,980		0.0%	594	0.0%	Industrial Products
FIDELITY TR 500 INDEX FUND	$242,880		0.0%	1,328	0.0%	MF
DEO Diageo	$242,149	$1,469,999 ▼	-85.9%	1,628	0.0%	Consumer Staples
ENTG Entegris	$242,010	$242,010 ▲	New Holding	1,722	0.0%	Computer and Technology
NVS Novartis	$240,761		0.0%	2,489	0.0%	Medical
BRINKER CAP DESTINATIONS TR DE	$225,394	$225,394 ▲	New Holding	17,127	0.0%	MF
VRT Vertiv	$220,019	$126,589 ▼	-36.5%	2,694	0.0%	Computer and Technology
CARR Carrier Global	$209,152		0.0%	3,598	0.0%	Computer and Technology
BF.B Brown-Forman	$209,061		0.0%	4,050	0.0%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$208,297	$208,297 ▲	New Holding	618	0.0%	ETF
CL Colgate-Palmolive	$207,475	$207,475 ▲	New Holding	2,304	0.0%	Consumer Staples
IR Ingersoll Rand	$205,472	$205,472 ▲	New Holding	2,164	0.0%	Industrial Products
CRH PLC	$204,350	$204,350 ▲	New Holding	2,369	0.0%	COM
BROWN ADVISORY FUNDS SUSTNBLE	$204,071	$204,071 ▲	New Holding	3,901	0.0%	MF
COCA-COLA EUROPACIFIC PARTNERS	$202,785	$202,785 ▲	New Holding	2,899	0.0%	COM
HEFA iShares Currency Hedged MSCI EAFE ETF	$200,560	$200,560 ▲	New Holding	5,750	0.0%	ETF
CADE Cadence Bank	$200,535		0.0%	6,915	0.0%	Finance
BLACKROCK FUNDS IV SYSTAMT MLT	$194,380		0.0%	19,001	0.0%	MF
BLACKROCK MGD FUND INST	$107,562		0.0%	11,419	0.0%	MF
FEDERATED HERMES EQUITY FUNDS	$98,280		0.0%	17,152	0.0%	MF
SRCH Searchlight Minerals	$84		0.0%	27,000	0.0%	Basic Materials
GDX VanEck Gold Miners ETF	$0	$4,724,932 ▼	-100.0%	0	0.0%	ETF
ROP Roper Technologies	$0	$4,051,703 ▼	-100.0%	0	0.0%	Computer and Technology
CCJ Cameco	$0	$3,719,142 ▼	-100.0%	0	0.0%	Basic Materials
VST Vistra	$0	$3,263,029 ▼	-100.0%	0	0.0%	Utilities
URA Global X Uranium ETF	$0	$2,345,980 ▼	-100.0%	0	0.0%	ETF
CEG Constellation Energy	$0	$2,143,763 ▼	-100.0%	0	0.0%	Oils/Energy
AFL Aflac	$0	$1,405,057 ▼	-100.0%	0	0.0%	Finance
MMM 3M	$0	$317,053 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
OZK Bank OZK	$0	$270,677 ▼	-100.0%	0	0.0%	Finance
APD Air Products and Chemicals	$0	$219,314 ▼	-100.0%	0	0.0%	Basic Materials
EEM iShares MSCI Emerging Markets ETF	$0	$208,127 ▼	-100.0%	0	0.0%	Finance
NYCB New York Community Bancorp	$0	$154,984 ▼	-100.0%	0	0.0%	Finance

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024)

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2024)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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