Moody LYNN Lieberson & Walker, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Moody LYNN Lieberson & Walker, LLC reported 246 stock positions worth $1.6 billion. Its top holding was Broadcom (AVGO) at 7.2% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Microsoft (MSFT, 5.0%). Compared with Q3 2024, it opened 13 new positions, sold out of 22, added to 90 and reduced 83. The biggest buy was Amazon.com (AMZN, shares +14%) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0000938592-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 246 stocks · $1.6B
| AVGO Broadcom Inc. | 7.23% | 508,901 | $118.0M | Reduce -2.5% |
| NVDA Nvidia Corp. | 5.95% | 723,100 | $97.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 4.96% | 191,971 | $80.9M | Reduce -1.2% |
| AAPL Apple Inc. | 4.68% | 305,264 | $76.4M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 4.57% | 394,396 | $74.7M | Add +3.0% |
| LLY Eli Lilly & Co. | 4.04% | 85,376 | $65.9M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 3.21% | 238,796 | $52.4M | Add +13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.06% | 110,299 | $50.0M | Reduce -0.1% |
| BX Blackstone Inc. | 2.93% | 277,566 | $47.9M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 2.87% | 195,271 | $46.8M | Add +0.7% |
| GLD SPDR Gold Shares | 2.78% | 187,402 | $45.4M | Add +1.9% |
| MA Mastercard Inc. Class A | 2.65% | 82,221 | $43.3M | Add +8.4% |
| WM Waste Management Inc. | 2.32% | 187,628 | $37.9M | Add +4.6% |
| NOW ServiceNow Inc. | 2.13% | 32,784 | $34.8M | Add +11.5% |
| NFLX Netflix Inc. | 1.95% | 35,712 | $31.8M | Add +0.9% |
| MS Morgan Stanley | 1.89% | 244,816 | $30.8M | Add +15.8% |
| ABBV Abbvie Inc. | 1.70% | 155,952 | $27.7M | Reduce -13.9% |
| ABT Abbott Laboratories | 1.67% | 240,914 | $27.2M | Add +2.5% |
| LIN Linde PLC | 1.66% | 64,565 | $27.0M | Add +0.5% |
| ETN Eaton Corp. PLC | 1.60% | 78,758 | $26.1M | Add +0.6% |
| HD Home Depot Inc. | 1.60% | 67,162 | $26.1M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.59% | 49,850 | $25.9M | Reduce -9.3% |
| SYK Stryker Corp. | 1.53% | 69,577 | $25.1M | Add +0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.41% | 57,223 | $23.0M | Reduce -12.2% |
| LMT Lockheed Martin Corp. | 1.28% | 42,928 | $20.9M | Reduce -0.6% |
| GEV GE Vernova Inc. | 1.26% | 62,611 | $20.6M | Add +54.6% |
| JNJ Johnson & Johnson | 1.15% | 129,312 | $18.7M | Reduce -0.9% |
| V Visa Inc. Class A | 1.05% | 54,292 | $17.2M | Add +10.6% |
| PEP Pepsico Inc. | 0.98% | 105,641 | $16.1M | Reduce -15.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 21,195 | $12.4M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.75% | 113,829 | $12.2M | Reduce -5.0% |
| SO The Southern Co. | 0.74% | 146,326 | $12.0M | Reduce -9.4% |
| MCD McDonald's Corp. | 0.65% | 36,658 | $10.6M | Reduce -16.7% |
| CVX Chevron Corp. | 0.64% | 72,504 | $10.5M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.62% | 53,494 | $10.2M | Reduce -1.1% |
| OWLSX Old Westbury LRG Cap STR | 0.57% | 470,362 | $9.3M | Add +2.8% |
| KO The Coca-Cola Co. | 0.55% | 145,366 | $9.1M | Add +1.7% |
| BMY Bristol-Myers Squibb Co. | 0.55% | 157,930 | $8.9M | Add +585.8% |
| PG The Procter & Gamble Co. | 0.53% | 51,618 | $8.7M | Reduce -7.4% |
| TXN Texas Instruments Inc. | 0.52% | 45,361 | $8.5M | Reduce -1.6% |
| ANET Arista Networks Inc. | 0.49% | 72,916 | $8.1M | Reduce -6.0% |
| ISRG Intuitive Surgical Inc. | 0.47% | 14,748 | $7.7M | Reduce -1.6% |
| HTHIY Hitachi Ltd. -ADR | 0.47% | 155,150 | $7.7M | Add +2.9% |
| MRK Merck & Co. Inc. | 0.45% | 74,215 | $7.4M | Reduce -4.0% |
| PANW Palo Alto Networks Inc. | 0.45% | 40,280 | $7.3M | Reduce -1.1% |
| MAR Marriott International Class A | 0.39% | 22,984 | $6.4M | Add +3.9% |
| NOC Northrop Grumman Corp. | 0.36% | 12,571 | $5.9M | Reduce -3.7% |
| ICE Intercontinental Exchange Inc. | 0.35% | 38,754 | $5.8M | Add +6.7% |
| ADP Automatic Data Processing | 0.33% | 18,428 | $5.4M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 17,110 | $5.0M | Reduce -0.8% |
| SAP Sap SE-Sponsored ADR | 0.29% | 19,368 | $4.8M | Add +50.3% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 78,574 | $4.7M | Reduce -36.5% |
| AXON Axon Enterprise Inc. | 0.29% | 7,895 | $4.7M | Reduce -16.1% |
| AXP American Express Co. | 0.28% | 15,357 | $4.6M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.27% | 26,252 | $4.4M | Add +133.7% |
| GS Goldman Sachs Group Inc. | 0.26% | 7,504 | $4.3M | Reduce -5.0% |
| FERG Ferguson Enterprises Inc. | 0.26% | 24,448 | $4.2M | Reduce -60.5% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 25,234 | $4.2M | Reduce -0.4% |
| EXR Extra Space Storage Inc. | 0.26% | 27,983 | $4.2M | Reduce -0.4% |
| PYPL PayPal Holdings Inc. | 0.24% | 45,809 | $3.9M | New |
| XYZ Block Inc. | 0.23% | 44,413 | $3.8M | New |
| CHD Church & Dwight Co. Inc. | 0.22% | 34,775 | $3.6M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.21% | 3,773 | $3.5M | Add +0.5% |
| FTNT Fortinet Inc. | 0.20% | 34,412 | $3.3M | New |
| UNH Unitedhealth Group Inc. | 0.20% | 6,426 | $3.3M | Reduce -23.1% |
| ACN Accenture PLC Class A | 0.20% | 9,124 | $3.2M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 59,764 | $3.2M | New |
| MSI Motorola Solutions Inc. | 0.19% | 6,824 | $3.2M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 14,148 | $3.1M | Add +3.0% |
| IWO iShares Russell 2000 Growth | 0.19% | 10,799 | $3.1M | No change |
| SPOT Spotify Technology SA | 0.19% | 6,763 | $3.0M | Reduce -1.2% |
| IDXX Idexx Laboratories Inc. | 0.18% | 7,242 | $3.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.18% | 5,047 | $3.0M | Add +0.7% |
| SHW The Sherwin-Williams Co. | 0.18% | 8,417 | $2.9M | Reduce -0.5% |
| CRH CRH PLC | 0.17% | 30,744 | $2.8M | Add +4.3% |
| TSLA Tesla Inc. | 0.17% | 7,003 | $2.8M | New |
| RTX RTX Corp. | 0.17% | 23,606 | $2.7M | Reduce -0.0% |
| CTRA Coterra Energy Inc. | 0.16% | 105,199 | $2.7M | No change |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,575 | $2.5M | No change |
| ADBE Adobe Inc. | 0.15% | 5,504 | $2.4M | Reduce -5.0% |
| MDB Mongodb Inc. | 0.15% | 10,225 | $2.4M | Add +9.4% |
| APH Amphenol Corp. Class A | 0.14% | 33,048 | $2.3M | No change |
| CSCO Cisco Systems Inc. | 0.13% | 36,673 | $2.2M | Reduce -5.2% |
| GILD Gilead Sciences Inc. | 0.12% | 21,307 | $2.0M | Add +333.9% |
| PWR Quanta Services Inc. | 0.12% | 6,141 | $1.9M | Add +0.5% |
| AMD Advanced Micro Devices | 0.11% | 15,515 | $1.9M | Reduce -64.2% |
| ITW Illinois Tool Works | 0.11% | 7,296 | $1.8M | Reduce -3.4% |
| HON Honeywell International Inc. | 0.11% | 7,920 | $1.8M | Reduce -8.2% |
| PH Parker Hannifin Corp. | 0.11% | 2,709 | $1.7M | Add +0.6% |
| CRM Salesforce Inc. | 0.10% | 5,006 | $1.7M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.10% | 1,569 | $1.7M | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,681 | $1.5M | Add +6.3% |
| RSG Republic Services Inc. | 0.09% | 7,542 | $1.5M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 8,484 | $1.5M | Add +12.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,466 | $1.5M | Reduce -1.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 13,545 | $1.4M | Add +0.6% |
| UNP Union Pacific Corp. | 0.09% | 6,144 | $1.4M | No change |
| DHR Danaher Corp. | 0.08% | 5,980 | $1.4M | Reduce -6.1% |
| PFE Pfizer Inc. | 0.08% | 51,700 | $1.4M | Reduce -37.8% |
| CBT Cabot Corp. | 0.08% | 15,000 | $1.4M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.86 |
| LLY Eli Lilly & Co. | Reduce -4.7% | 4.04% | −0.85 |
| ABBV Abbvie Inc. | Reduce -13.9% | 1.70% | −0.51 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.3% | 1.59% | −0.51 |
| FERG Ferguson Enterprises Inc. | Reduce -60.5% | 0.26% | −0.50 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -12.2% | 1.41% | −0.46 |
| AMD Advanced Micro Devices | Reduce -64.2% | 0.11% | −0.32 |
| PEP Pepsico Inc. | Reduce -15.0% | 0.98% | −0.32 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 1.28% | −0.28 |
| MDLZ Mondelez International Inc. Class A | Reduce -36.5% | 0.29% | −0.27 |
| GDX Vaneck Gold Miners ETF | Reduce -90.6% | 0.02% | −0.26 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.26 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.22 |
| ATLKY Atlas Copco AB-Spons ADR A | Sold out | 0.00% | −0.21 |
| AEM Agnico Eagle Mines Ltd. | Reduce -87.8% | 0.03% | −0.21 |
| MSFT Microsoft Corp. | Reduce -1.2% | 4.96% | −0.20 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.18 |
| MCD McDonald's Corp. | Reduce -16.7% | 0.65% | −0.17 |
| NRG NRG Energy Inc. | Reduce -87.4% | 0.02% | −0.16 |
| SO The Southern Co. | Reduce -9.4% | 0.74% | −0.16 |
| JNJ Johnson & Johnson | Reduce -0.9% | 1.15% | −0.16 |
| CB Chubb Ltd. | Reduce -83.7% | 0.03% | −0.15 |
| INTU Intuit Inc. | Reduce -70.4% | 0.06% | −0.15 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.75% | −0.12 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -23.1% | 0.20% | −0.10 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -4.0% | 0.45% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 3.06% | −0.07 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -1.6% | 0.52% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -7.4% | 0.53% | −0.06 |
| PFE Pfizer Inc. | Reduce -37.8% | 0.08% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -3.7% | 0.36% | −0.06 |
| EXR Extra Space Storage Inc. | Reduce -0.4% | 0.26% | −0.06 |
| GE General Electric | Reduce -0.4% | 0.26% | −0.04 |
| ADBE Adobe Inc. | Reduce -5.0% | 0.15% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.9% | 0.07% | −0.03 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Reduce -2.0% | 0.64% | −0.03 |
| DHR Danaher Corp. | Reduce -6.1% | 0.08% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -0.5% | 0.18% | −0.02 |
| AMGN Amgen Inc. | Reduce -17.5% | 0.04% | −0.02 |
| INTC Intel Corp. | Sold out | 0.00% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -11.2% | 0.07% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -22.8% | 0.04% | −0.02 |
| NSRGY Nestle SA-Spons ADR | Reduce -9.4% | 0.05% | −0.02 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +13.6% | 3.21% | +0.80 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 4.57% | +0.66 |
| GEV GE Vernova Inc. | Add +54.6% | 1.26% | +0.63 |
| MS Morgan Stanley | Add +15.8% | 1.89% | +0.53 |
| NOW ServiceNow Inc. | Add +11.5% | 2.13% | +0.51 |
| BMY Bristol-Myers Squibb Co. | Add +585.8% | 0.55% | +0.47 |
| NFLX Netflix Inc. | Add +0.9% | 1.95% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 2.87% | +0.35 |
| MA Mastercard Inc. Class A | Add +8.4% | 2.65% | +0.34 |
| BX Blackstone Inc. | Add +0.3% | 2.93% | +0.32 |
| PYPL PayPal Holdings Inc. | New | 0.24% | +0.24 |
| XYZ Block Inc. | New | 0.23% | +0.23 |
| V Visa Inc. Class A | Add +10.6% | 1.05% | +0.22 |
| FTNT Fortinet Inc. | New | 0.20% | +0.20 |
| IBIT iShares Bitcoin Trust ETF | New | 0.19% | +0.19 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| ORCL Oracle Corp. | Add +133.7% | 0.27% | +0.15 |
| SAP Sap SE-Sponsored ADR | Add +50.3% | 0.29% | +0.11 |
| GILD Gilead Sciences Inc. | Add +333.9% | 0.12% | +0.10 |
| MAR Marriott International Class A | Add +3.9% | 0.39% | +0.05 |
| WM Waste Management Inc. | Add +4.6% | 2.32% | +0.03 |
| GLD SPDR Gold Shares | Add +1.9% | 2.78% | +0.03 |
| ADP Automatic Data Processing | Add +1.5% | 0.33% | +0.02 |
| ABT Abbott Laboratories | Add +2.5% | 1.67% | +0.02 |
| BROS Dutch Bros Inc. Class A | New | 0.02% | +0.02 |
| HUBS HubSpot Inc. | Add +58.6% | 0.03% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.01% | +0.01 |
| GM General Motors Co. | New | 0.01% | +0.01 |
| EXE Expand Energy Corp. | New | 0.01% | +0.01 |
| EADSY Airbus SE - Unsp ADR | New | 0.01% | +0.01 |
| YUMC Yum China Holdings Inc. | New | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.01% | +0.01 |
| TTWO Take-Two Interactive Softwre | Add +4.3% | 0.06% | +0.01 |
| DIS The Walt Disney Co. | Add +2.3% | 0.07% | +0.01 |
| WRB WR Berkley Corp. | Add +26.7% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +0.9% | 0.08% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +12.7% | 0.09% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +47.9% | 0.03% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.21% | +0.01 |
| PWR Quanta Services Inc. | Add +0.5% | 0.12% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.9% | 0.03% | +0.01 |
| CRH CRH PLC | Add +4.3% | 0.17% | +0.01 |
| WMB Williams Cos Inc. | Add +0.7% | 0.04% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +6.3% | 0.09% | +0.01 |
| SNA Snap-on Inc. | Add +0.7% | 0.03% | +0.01 |
| CYBR Cyberark Software Ltd./Israel | Add +18.5% | 0.02% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +23.9% | 0.02% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.18% | +0.00 |
| OKE Oneok Inc. | Add +0.9% | 0.04% | +0.00 |
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 |