ML

MOODY LYNN & LIEBERSON, LLC

13F
MOODY LYNN & LIEBERSON, LLC
Last update 2024-10-23 235 Stocks (33 new)
Value $1.60 Bil Turnover 6 %
Countries:
Top Holdings: AVGO(5.62%)NVDA(5.61%)MSFT(5.22%)LLY(4.95%)AAPL(4.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
MOODY LYNN & LIEBERSON, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVGO 		Broadcom Inc
521,994
90043.970
-10.13%
5.620
-0.62%
0.010
+13.83%
+55.78%
803525.909
Semiconductors
NVDA 		NVIDIA Corp
740,284
89900.120
-11.88%
5.610
-0.81%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
MSFT 		Microsoft Corp
194,364
83634.860
-0.27%
5.220
-0.02%
0.000
+0.52%
+14.09%
3172348.353
Software
LLY 		Eli Lilly and Co
89,585
79366.940
-2.01%
4.950
-0.11%
0.010
+11.46%
+54.39%
806412.323
Drug Manufacturers
AAPL 		Apple Inc
305,478
71176.370
+0.06%
4.440
0%
0.000
+7.21%
+21.69%
3548645.576
Hardware
GOOGL 		Alphabet Inc
382,867
63498.490
-3.87%
3.960
-0.18%
0.000
-0.04%
+19.65%
2061370.900
Interactive Media
BRK.B 		Berkshire Hathaway Inc
110,451
50836.180
-1.84%
3.170
-0.06%
0.010
+4.76%
+28.55%
988408.350
Insurance
GLD 		SPDR Gold Shares ETF
183,949
44710.640
+19.80%
2.790
+0.46%
0.060
+14.82%
+32.52%
78431.197
 
BX 		Blackstone Inc
276,832
42391.280
+0.86%
2.650
+0.02%
0.040
+21.01%
+33.15%
131961.930
Asset Management
JPM 		JPMorgan Chase & Co
193,872
40879.850
+0.28%
2.550
+0.01%
0.010
+6.90%
+35.73%
634850.150
Banks

MOODY LYNN & LIEBERSON, LLC's Historical Top Holdings Breakdowns

MOODY LYNN & LIEBERSON, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.81%
●
98.91 ($118.12) 134.91
$140.52
18.96%
Reduce -11.88%
740,284
-99,776
XOM 		Exxon Mobil Corp2024-09-30Add
+0.68%
●
109.72 ($115.47) 119
$118.90
2.97%
Add 332.21%
119,869
92,135
AVGO 		Broadcom Inc2024-09-30Reduce
-0.62%
●
136.27 ($160.32) 178.09
$172.04
7.31%
Reduce -10.13%
521,994
-58,806
NVO 		Novo Nordisk AS2024-09-30Reduce
-0.48%
●
119.07 ($133.36) 145.42
$112.36
-15.75%
Reduce -78.85%
13,753
-51,287
GLD 		SPDR Gold Shares ETF2024-09-30Add
+0.46%
●
215.56 ($229) 246.98
$253.33
10.62%
Add 19.8%
183,949
30,404
MRK 		Merck & Co Inc2024-09-30Reduce
-0.45%
●
111.15 ($118.8) 128.97
$104.23
-12.26%
Reduce -41.88%
77,286
-55,686
CVX 		Chevron Corp2024-09-30Reduce
-0.44%
●
137.88 ($148.84) 161.97
$150.54
1.14%
Reduce -36.56%
73,987
-42,636
ICE 		Intercontinental Exchange Inc2024-09-30New Buy
+0.36%
●
136.93 ($154.2) 162.81
$166.44
7.94%
New holding
36,324
36,324
MAR 		Marriott International Inc2024-09-30Reduce
-0.35%
●
211.35 ($232.89) 255.11
$262.55
12.74%
Reduce -49.99%
22,126
-22,115
CRWD 		CrowdStrike Holdings Inc2024-09-30Reduce
-0.33%
●
217.89 ($284.07) 392.15
$301.32
6.07%
Reduce -90.47%
1,375
-13,055

MOODY LYNN & LIEBERSON, LLC Total Holding History ($B)

To

MOODY LYNN & LIEBERSON, LLC's Asset Allocation

To

MOODY LYNN & LIEBERSON, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MOODY LYNN & LIEBERSON, LLC's Hypothetical Growth since 2024-09-30

MOODY LYNN & LIEBERSON, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MOODY LYNN & LIEBERSON, LLC's Holdings Heat Map

Size field:

MOODY LYNN & LIEBERSON, LLC's Holdings Bubble Chart

MOODY LYNN & LIEBERSON, LLC News

  • 1

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