Moody LYNN Lieberson & Walker, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Moody LYNN Lieberson & Walker, LLC reported 255 stock positions worth $1.6 billion. Its top holding was Broadcom (AVGO) at 5.5% of the portfolio, followed by Nvidia (NVDA, 5.5%) and Microsoft (MSFT, 5.2%). Compared with Q2 2024, it opened 34 new positions, sold out of 14, added to 70 and reduced 75. The biggest buy was Exxon Mobil (XOM, shares +332%) and the biggest sale Nvidia (NVDA, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.6B (Q3 2024)
- SEC Filing
- 0000938592-24-000006 ↗ filed Oct 23, 2024
Holdings Value
Holdings 255 stocks · $1.6B
| AVGO Broadcom Inc. | 5.55% | 521,994 | $90.0M | Reduce -10.1% |
| NVDA Nvidia Corp. | 5.54% | 740,284 | $89.9M | Reduce -11.9% |
| MSFT Microsoft Corp. | 5.15% | 194,364 | $83.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 4.89% | 89,585 | $79.4M | Reduce -2.0% |
| AAPL Apple Inc. | 4.39% | 305,478 | $71.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.91% | 382,867 | $63.5M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.13% | 110,451 | $50.8M | Reduce -1.8% |
| GLD SPDR Gold Shares | 2.76% | 183,949 | $44.7M | Add +19.8% |
| BX Blackstone Inc. | 2.61% | 276,832 | $42.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 2.52% | 193,872 | $40.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.41% | 210,246 | $39.2M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 2.31% | 75,848 | $37.5M | Reduce -3.7% |
| WM Waste Management Inc. | 2.29% | 179,324 | $37.2M | Reduce -1.2% |
| ABBV Abbvie Inc. | 2.20% | 181,165 | $35.8M | Add +16.6% |
| TMO Thermo Fisher Scientific Inc. | 2.10% | 54,977 | $34.0M | Add +10.9% |
| LIN Linde PLC | 1.89% | 64,233 | $30.6M | Reduce -0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.87% | 65,207 | $30.3M | Add +15.6% |
| HD Home Depot Inc. | 1.66% | 66,616 | $27.0M | Reduce -0.8% |
| ABT Abbott Laboratories | 1.65% | 235,111 | $26.8M | Reduce -1.3% |
| NOW ServiceNow Inc. | 1.62% | 29,401 | $26.3M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 1.60% | 78,294 | $25.9M | Add +0.2% |
| LMT Lockheed Martin Corp. | 1.56% | 43,202 | $25.3M | Add +6.8% |
| NFLX Netflix Inc. | 1.55% | 35,388 | $25.1M | Reduce -0.3% |
| SYK Stryker Corp. | 1.54% | 69,028 | $24.9M | Add +0.0% |
| MS Morgan Stanley | 1.36% | 211,480 | $22.0M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.30% | 130,545 | $21.2M | Add +14.1% |
| PEP Pepsico Inc. | 1.30% | 124,323 | $21.1M | Add +14.6% |
| SO The Southern Co. | 0.90% | 161,539 | $14.6M | Add +46.8% |
| XOM Exxon Mobil Corp. | 0.87% | 119,869 | $14.1M | Add +332.2% |
| UBER Uber Technologies Inc. | 0.86% | 186,287 | $14.0M | Add +15.4% |
| V Visa Inc. Class A | 0.83% | 49,072 | $13.5M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.83% | 43,994 | $13.4M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 21,446 | $12.3M | Add +0.8% |
| FERG Ferguson Enterprises Inc. | 0.76% | 61,920 | $12.3M | Add +2.1% |
| CVX Chevron Corp. | 0.67% | 73,987 | $10.9M | Reduce -36.6% |
| GEV GE Vernova Inc. | 0.64% | 40,489 | $10.3M | Reduce -38.1% |
| KO The Coca-Cola Co. | 0.63% | 142,956 | $10.3M | Add +15.4% |
| PG The Procter & Gamble Co. | 0.60% | 55,751 | $9.7M | Add +2.1% |
| OWLSX Old Westbury LRG Cap STR | 0.59% | 457,352 | $9.5M | Add +1480.8% |
| TXN Texas Instruments Inc. | 0.59% | 46,119 | $9.5M | Reduce -2.5% |
| MDLZ Mondelez International Inc. Class A | 0.56% | 123,801 | $9.1M | Add +71.9% |
| GOOG Alphabet Inc. Class C | 0.56% | 54,102 | $9.0M | Add +4.5% |
| MRK Merck & Co. Inc. | 0.54% | 77,286 | $8.8M | Reduce -41.9% |
| HTHIY Hitachi Ltd. -ADR | 0.49% | 150,785 | $8.0M | Add +16.6% |
| ANET Arista Networks Inc. | 0.46% | 19,387 | $7.4M | Reduce -4.5% |
| ISRG Intuitive Surgical Inc. | 0.45% | 14,986 | $7.4M | Reduce -1.5% |
| AMD Advanced Micro Devices | 0.44% | 43,322 | $7.1M | Reduce -7.7% |
| PANW Palo Alto Networks Inc. | 0.43% | 20,368 | $7.0M | Add +0.4% |
| NOC Northrop Grumman Corp. | 0.42% | 13,056 | $6.9M | Add +0.7% |
| ICE Intercontinental Exchange Inc. | 0.36% | 36,324 | $5.8M | New |
| MAR Marriott International Class A | 0.34% | 22,126 | $5.5M | Reduce -50.0% |
| EXR Extra Space Storage Inc. | 0.31% | 28,101 | $5.1M | Add +0.1% |
| ADP Automatic Data Processing | 0.31% | 18,160 | $5.0M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.30% | 8,351 | $4.9M | Add +4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 17,239 | $4.9M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 25,328 | $4.8M | No change |
| GDX Vaneck Gold Miners ETF | 0.29% | 116,724 | $4.6M | Add +81.1% |
| AXP American Express Co. | 0.27% | 15,949 | $4.3M | Reduce -2.0% |
| NEM Newmont Corp. | 0.26% | 78,603 | $4.2M | Add +87.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 7,899 | $3.9M | Reduce -2.2% |
| AEM Agnico Eagle Mines Ltd. | 0.24% | 48,473 | $3.9M | Add +1414.8% |
| AXON Axon Enterprise Inc. | 0.23% | 9,415 | $3.8M | Reduce -20.4% |
| IDXX Idexx Laboratories Inc. | 0.23% | 7,233 | $3.7M | No change |
| CHD Church & Dwight Co. Inc. | 0.22% | 34,730 | $3.6M | No change |
| FCX Freeport-McMoran Inc. | 0.22% | 71,300 | $3.6M | Reduce -2.8% |
| INTU Intuit Inc. | 0.21% | 5,584 | $3.5M | Add +84.1% |
| ATLKY Atlas Copco AB-Spons ADR A | 0.21% | 178,929 | $3.5M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.20% | 3,753 | $3.3M | Add +348.4% |
| SHW The Sherwin-Williams Co. | 0.20% | 8,456 | $3.2M | Add +14.5% |
| ACN Accenture PLC Class A | 0.20% | 9,124 | $3.2M | Reduce -0.3% |
| MSI Motorola Solutions Inc. | 0.20% | 7,044 | $3.2M | New |
| IWO iShares Russell 2000 Growth | 0.19% | 10,799 | $3.1M | No change |
| NRG NRG Energy Inc. | 0.19% | 33,405 | $3.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 13,743 | $3.0M | Add +488.3% |
| ADBE Adobe Inc. | 0.18% | 5,793 | $3.0M | Reduce -0.7% |
| SAP Sap SE-Sponsored ADR | 0.18% | 12,885 | $3.0M | New |
| XBI SS SPDR S&P Biotech ETF | 0.18% | 29,499 | $2.9M | Reduce -0.0% |
| CB Chubb Ltd. | 0.18% | 10,034 | $2.9M | Add +519.4% |
| META Meta Platforms Inc. Class A | 0.18% | 5,014 | $2.9M | Add +11.9% |
| RTX RTX Corp. | 0.18% | 23,612 | $2.9M | Add +0.3% |
| CRH CRH PLC | 0.17% | 29,483 | $2.7M | New |
| MDB Mongodb Inc. | 0.16% | 9,345 | $2.5M | Add +35.2% |
| SPOT Spotify Technology SA | 0.16% | 6,843 | $2.5M | No change |
| CTRA Coterra Energy Inc. | 0.16% | 105,199 | $2.5M | No change |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,575 | $2.4M | Reduce -0.7% |
| PFE Pfizer Inc. | 0.15% | 83,153 | $2.4M | Add +48.6% |
| URA Global X Uranium ETF | 0.15% | 82,893 | $2.4M | New |
| APH Amphenol Corp. Class A | 0.13% | 33,048 | $2.2M | No change |
| CSCO Cisco Systems Inc. | 0.13% | 38,686 | $2.1M | Reduce -0.1% |
| ITW Illinois Tool Works | 0.12% | 7,551 | $2.0M | No change |
| ORCL Oracle Corp. | 0.12% | 11,232 | $1.9M | Add +1.9% |
| PWR Quanta Services Inc. | 0.11% | 6,109 | $1.8M | No change |
| HON Honeywell International Inc. | 0.11% | 8,627 | $1.8M | Reduce -61.9% |
| DHR Danaher Corp. | 0.11% | 6,370 | $1.8M | Reduce -4.4% |
| PH Parker Hannifin Corp. | 0.10% | 2,693 | $1.7M | No change |
| CCJ Cameco Corp. | 0.10% | 35,169 | $1.7M | New |
| CBT Cabot Corp. | 0.10% | 15,000 | $1.7M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 13,753 | $1.6M | Reduce -78.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.10% | 1,569 | $1.6M | No change |
| LHX L3HARRIS Technologies Inc. | 0.10% | 6,732 | $1.6M | Reduce -5.4% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -11.9% | 5.54% | −1.25 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 3.91% | −0.84 |
| AVGO Broadcom Inc. | Reduce -10.1% | 5.55% | −0.56 |
| MSFT Microsoft Corp. | Reduce -0.3% | 5.15% | −0.55 |
| MRK Merck & Co. Inc. | Reduce -41.9% | 0.54% | −0.54 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 4.89% | −0.53 |
| CVX Chevron Corp. | Reduce -36.6% | 0.67% | −0.52 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -78.8% | 0.10% | −0.51 |
| MAR Marriott International Class A | Reduce -50.0% | 0.34% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -3.5% | 2.41% | −0.34 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -90.5% | 0.02% | −0.34 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.25 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.25 |
| WM Waste Management Inc. | Reduce -1.2% | 2.29% | −0.24 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.23 |
| AMGN Amgen Inc. | Reduce -76.1% | 0.07% | −0.22 |
| HON Honeywell International Inc. | Reduce -61.9% | 0.11% | −0.21 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -77.7% | 0.04% | −0.17 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.17 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.15 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.13 |
| GEV GE Vernova Inc. | Reduce -38.1% | 0.64% | −0.10 |
| HES Hess Corp. | Reduce -60.6% | 0.04% | −0.07 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.07 |
| AMD Advanced Micro Devices | Reduce -7.7% | 0.44% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -73.9% | 0.02% | −0.05 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.03 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.7% | 0.18% | −0.03 |
| ATLKY Atlas Copco AB-Spons ADR A | Reduce -7.1% | 0.21% | −0.02 |
| V Visa Inc. Class A | Reduce -1.5% | 0.83% | −0.02 |
| NFLX Netflix Inc. | Reduce -0.3% | 1.55% | −0.02 |
| INTC Intel Corp. | Reduce -27.0% | 0.02% | −0.02 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.02 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.02 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Reduce -33.3% | 0.02% | −0.02 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -2.5% | 0.59% | −0.02 |
| FCX Freeport-McMoran Inc. | Reduce -2.8% | 0.22% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.01 |
| FSANX Fidelity Asset Manager 60% | Reduce -13.5% | 0.06% | −0.01 |
| FSKAX Fidelity TTL MKT Indx | Reduce -27.4% | 0.03% | −0.01 |
| ANET Arista Networks Inc. | Reduce -4.5% | 0.46% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.06% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.4% | 0.10% | −0.01 |
| NSRGY Nestle SA-Spons ADR | Reduce -0.1% | 0.07% | −0.01 |
| CRM Salesforce Inc. | Reduce -5.5% | 0.08% | −0.00 |
| INDA iShares MSCI India ETF | Reduce -9.4% | 0.03% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.0% | 0.08% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| XOM Exxon Mobil Corp. | Add +332.2% | 0.87% | +0.66 |
| GLD SPDR Gold Shares | Add +19.8% | 2.76% | +0.59 |
| OWLSX Old Westbury LRG Cap STR | Add +1480.8% | 0.59% | +0.55 |
| ABBV Abbvie Inc. | Add +16.6% | 2.20% | +0.46 |
| BX Blackstone Inc. | Add +0.9% | 2.61% | +0.39 |
| ICE Intercontinental Exchange Inc. | New | 0.36% | +0.36 |
| SO The Southern Co. | Add +46.8% | 0.90% | +0.34 |
| LMT Lockheed Martin Corp. | Add +6.8% | 1.56% | +0.32 |
| TMO Thermo Fisher Scientific Inc. | Add +10.9% | 2.10% | +0.30 |
| MDLZ Mondelez International Inc. Class A | Add +71.9% | 0.56% | +0.25 |
| AEM Agnico Eagle Mines Ltd. | Add +1414.8% | 0.24% | +0.23 |
| JNJ Johnson & Johnson | Add +14.1% | 1.30% | +0.21 |
| MSI Motorola Solutions Inc. | New | 0.20% | +0.20 |
| NRG NRG Energy Inc. | New | 0.19% | +0.19 |
| SAP Sap SE-Sponsored ADR | New | 0.18% | +0.18 |
| AAPL Apple Inc. | Add +0.1% | 4.39% | +0.18 |
| CRH CRH PLC | New | 0.17% | +0.17 |
| IBM Intl Business Machines Corp. | Add +488.3% | 0.19% | +0.16 |
| COST Costco Wholesale Corp. | Add +348.4% | 0.20% | +0.16 |
| CB Chubb Ltd. | Add +519.4% | 0.18% | +0.15 |
| URA Global X Uranium ETF | New | 0.15% | +0.15 |
| NEM Newmont Corp. | Add +87.8% | 0.26% | +0.14 |
| GDX Vaneck Gold Miners ETF | Add +81.1% | 0.29% | +0.14 |
| VRTX Vertex Pharmaceuticals Inc. | Add +15.6% | 1.87% | +0.14 |
| PEP Pepsico Inc. | Add +14.6% | 1.30% | +0.13 |
| KO The Coca-Cola Co. | Add +15.4% | 0.63% | +0.12 |
| MCD McDonald's Corp. | Add +2.8% | 0.83% | +0.11 |
| HTHIY Hitachi Ltd. -ADR | Add +16.6% | 0.49% | +0.11 |
| CCJ Cameco Corp. | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | Add +15.4% | 0.86% | +0.09 |
| INTU Intuit Inc. | Add +84.1% | 0.21% | +0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.08% | +0.08 |
| ALC Alcon Inc. | New | 0.07% | +0.07 |
| OWSMX Old Westbury SM & Mid Cap | New | 0.06% | +0.06 |
| NOC Northrop Grumman Corp. | Add +0.7% | 0.42% | +0.05 |
| SHW The Sherwin-Williams Co. | Add +14.5% | 0.20% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +176.6% | 0.07% | +0.05 |
| PFE Pfizer Inc. | Add +48.6% | 0.15% | +0.05 |
| MDB Mongodb Inc. | Add +35.2% | 0.16% | +0.04 |
| BR Broadridge Financial Solutio | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +4.5% | 0.30% | +0.03 |
| META Meta Platforms Inc. Class A | Add +11.9% | 0.18% | +0.03 |
| TPG TPG Inc. | New | 0.03% | +0.03 |
| EBC Eastern Bankshares Inc. | New | 0.03% | +0.03 |
| EXR Extra Space Storage Inc. | Add +0.1% | 0.31% | +0.03 |
| OWACX Old Westbury All Cap Core | Add +111.4% | 0.05% | +0.03 |
| INFL Horizon Kinetics Infl Benef | New | 0.02% | +0.02 |
| PEG Public Service Enterprise GP | Add +50.3% | 0.05% | +0.02 |
| OKE Oneok Inc. | Add +122.5% | 0.04% | +0.02 |
| RTX RTX Corp. | Add +0.3% | 0.18% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 263 | $1.9B | GOOGL, NVDA, AVGO, LLY, AAPL |
| Q1 2026 | 250 | $1.8B | GOOGL, NVDA, AVGO, LLY, GLD |
| Q4 2025 | 265 | $1.9B | GOOGL, NVDA, AVGO, MSFT, LLY |
| Q3 2025 | 259 | $1.9B | AVGO, NVDA, MSFT, GOOGL, AAPL |
| Q2 2025 | 258 | $1.7B | AVGO, NVDA, MSFT, GOOGL, LLY |
| Q1 2025 | 244 | $1.6B | NVDA, MSFT, AVGO, LLY, AAPL |
| Q4 2024 | 246 | $1.6B | AVGO, NVDA, MSFT, AAPL, GOOGL |
| Q3 2024 | 255 | $1.6B | AVGO, NVDA, MSFT, LLY, AAPL |
| Q2 2024 | 235 | $1.5B | NVDA, AVGO, MSFT, LLY, GOOGL |
| Q1 2024 | 236 | $1.5B | MSFT, AVGO, NVDA, LLY, GOOGL |