Moody LYNN Lieberson & Walker, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Moody LYNN Lieberson & Walker, LLC reported 244 stock positions worth $1.6 billion. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Broadcom (AVGO, 4.5%). Compared with Q4 2024, it opened 17 new positions, sold out of 19, added to 61 and reduced 80. The biggest buy was SPDR Gold Shares (GLD, shares +6%) and the biggest sale Broadcom (AVGO, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0000938592-25-000002 ↗ filed Apr 28, 2025
Holdings Value
Holdings 244 stocks · $1.6B
| NVDA Nvidia Corp. | 4.51% | 648,769 | $70.3M | Reduce -10.3% |
| MSFT Microsoft Corp. | 4.48% | 185,841 | $69.8M | Reduce -3.2% |
| AVGO Broadcom Inc. | 4.46% | 415,134 | $69.5M | Reduce -18.4% |
| LLY Eli Lilly & Co. | 4.45% | 84,040 | $69.4M | Reduce -1.6% |
| AAPL Apple Inc. | 3.90% | 273,790 | $60.8M | Reduce -10.3% |
| GOOGL Alphabet Inc. Class A | 3.79% | 382,363 | $59.1M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.77% | 110,337 | $58.8M | Add +0.0% |
| GLD SPDR Gold Shares | 3.69% | 199,316 | $57.4M | Add +6.4% |
| JPM JPMorgan Chase & Co. | 3.10% | 196,920 | $48.3M | Add +0.8% |
| MA Mastercard Inc. Class A | 2.93% | 83,307 | $45.7M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.91% | 238,603 | $45.4M | Reduce -0.1% |
| WM Waste Management Inc. | 2.81% | 188,916 | $43.7M | Add +0.7% |
| BX Blackstone Inc. | 2.49% | 277,966 | $38.9M | Add +0.1% |
| ABT Abbott Laboratories | 2.38% | 279,830 | $37.1M | Add +16.1% |
| ABBV Abbvie Inc. | 2.26% | 168,169 | $35.2M | Add +7.8% |
| NFLX Netflix Inc. | 2.13% | 35,595 | $33.2M | Reduce -0.3% |
| SYK Stryker Corp. | 2.08% | 86,937 | $32.4M | Add +24.9% |
| LIN Linde PLC | 1.94% | 65,024 | $30.3M | Add +0.7% |
| MS Morgan Stanley | 1.85% | 246,774 | $28.8M | Add +0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.78% | 57,255 | $27.8M | Add +0.1% |
| HD Home Depot Inc. | 1.58% | 67,157 | $24.6M | Reduce -0.0% |
| NOW ServiceNow Inc. | 1.50% | 29,439 | $23.4M | Reduce -10.2% |
| TMO Thermo Fisher Scientific Inc. | 1.47% | 46,176 | $23.0M | Reduce -7.4% |
| JNJ Johnson & Johnson | 1.42% | 133,176 | $22.1M | Add +3.0% |
| ETN Eaton Corp. PLC | 1.34% | 77,097 | $21.0M | Reduce -2.1% |
| BMY Bristol-Myers Squibb Co. | 1.34% | 341,788 | $20.8M | Add +116.4% |
| V Visa Inc. Class A | 1.23% | 54,562 | $19.1M | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 1.16% | 105,002 | $18.1M | Add +170.9% |
| GEV GE Vernova Inc. | 0.99% | 50,784 | $15.5M | Reduce -18.9% |
| SO The Southern Co. | 0.87% | 147,728 | $13.6M | Add +1.0% |
| CVX Chevron Corp. | 0.85% | 78,976 | $13.2M | Add +8.9% |
| XOM Exxon Mobil Corp. | 0.85% | 110,851 | $13.2M | Reduce -2.6% |
| NOC Northrop Grumman Corp. | 0.82% | 25,091 | $12.8M | Add +99.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 21,220 | $11.9M | Add +0.1% |
| KO The Coca-Cola Co. | 0.74% | 161,620 | $11.6M | Add +11.2% |
| MCD McDonald's Corp. | 0.73% | 36,352 | $11.4M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.70% | 72,797 | $10.9M | Reduce -31.1% |
| HTHIY Hitachi Ltd. -ADR | 0.61% | 405,926 | $9.5M | Add +30.8% |
| OWLSX Old Westbury LRG Cap STR | 0.57% | 461,780 | $8.9M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.57% | 51,865 | $8.8M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 50,411 | $7.9M | Reduce -5.8% |
| GILD Gilead Sciences Inc. | 0.48% | 67,407 | $7.6M | Add +216.4% |
| ISRG Intuitive Surgical Inc. | 0.47% | 14,846 | $7.4M | Add +0.7% |
| FERG Ferguson Enterprises Inc. | 0.47% | 45,374 | $7.3M | Add +85.6% |
| PANW Palo Alto Networks Inc. | 0.44% | 39,993 | $6.8M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.43% | 36,938 | $6.6M | Reduce -18.6% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 28,384 | $5.7M | Add +12.5% |
| ADP Automatic Data Processing | 0.36% | 18,549 | $5.7M | Add +0.7% |
| MAR Marriott International Class A | 0.34% | 22,062 | $5.3M | Reduce -4.0% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 76,423 | $5.2M | Reduce -2.7% |
| SAP Sap SE-Sponsored ADR | 0.33% | 19,205 | $5.2M | Reduce -0.8% |
| GDX Vaneck Gold Miners ETF | 0.32% | 107,984 | $5.0M | Add +885.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 17,387 | $4.8M | Add +1.6% |
| AMGN Amgen Inc. | 0.30% | 14,949 | $4.7M | Add +445.8% |
| MRK Merck & Co. Inc. | 0.27% | 47,671 | $4.3M | Reduce -35.8% |
| EXR Extra Space Storage Inc. | 0.27% | 28,170 | $4.2M | Add +0.7% |
| AXP American Express Co. | 0.27% | 15,376 | $4.1M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 7,486 | $4.1M | Reduce -0.2% |
| CHD Church & Dwight Co. Inc. | 0.25% | 34,775 | $3.8M | No change |
| SPOT Spotify Technology SA | 0.24% | 6,763 | $3.7M | No change |
| COST Costco Wholesale Corp. | 0.23% | 3,840 | $3.6M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 14,381 | $3.6M | Add +1.6% |
| ORCL Oracle Corp. | 0.22% | 24,569 | $3.4M | Reduce -6.4% |
| FTNT Fortinet Inc. | 0.21% | 34,017 | $3.3M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 0.21% | 39,625 | $3.2M | Add +240.5% |
| FCX Freeport-McMoran Inc. | 0.21% | 84,990 | $3.2M | New |
| RTX RTX Corp. | 0.20% | 23,594 | $3.1M | Reduce -0.1% |
| AXON Axon Enterprise Inc. | 0.20% | 5,789 | $3.0M | Reduce -26.7% |
| IDXX Idexx Laboratories Inc. | 0.20% | 7,242 | $3.0M | No change |
| CTRA Coterra Energy Inc. | 0.20% | 105,199 | $3.0M | No change |
| SHW The Sherwin-Williams Co. | 0.19% | 8,574 | $3.0M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.19% | 5,180 | $3.0M | Add +2.6% |
| PYPL PayPal Holdings Inc. | 0.19% | 45,322 | $3.0M | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.18% | 8,997 | $2.8M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.18% | 5,351 | $2.8M | Reduce -16.7% |
| CRH CRH PLC | 0.18% | 31,409 | $2.8M | Add +2.2% |
| IWO iShares Russell 2000 Growth | 0.18% | 10,799 | $2.8M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 58,030 | $2.7M | Reduce -2.9% |
| EWJ iShares MSCI Japan ETF | 0.15% | 35,009 | $2.4M | New |
| XYZ Block Inc. | 0.15% | 43,975 | $2.4M | Reduce -1.0% |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,575 | $2.4M | No change |
| NET Cloudflare Inc. Class A | 0.15% | 20,936 | $2.4M | New |
| CSCO Cisco Systems Inc. | 0.15% | 36,711 | $2.3M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.14% | 33,048 | $2.2M | No change |
| ANET Arista Networks Inc. | 0.13% | 26,060 | $2.0M | Reduce -64.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 5,240 | $1.8M | Add +266.9% |
| RSG Republic Services Inc. | 0.12% | 7,542 | $1.8M | No change |
| ITW Illinois Tool Works | 0.12% | 7,296 | $1.8M | No change |
| HON Honeywell International Inc. | 0.11% | 7,849 | $1.7M | Reduce -0.9% |
| PH Parker Hannifin Corp. | 0.11% | 2,706 | $1.6M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 9,470 | $1.6M | Add +11.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.10% | 1,571 | $1.6M | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 30,446 | $1.5M | New |
| SONY Sony Group Corp. - SP ADR | 0.10% | 59,227 | $1.5M | New |
| UNP Union Pacific Corp. | 0.09% | 6,175 | $1.5M | Add +0.5% |
| PWR Quanta Services Inc. | 0.09% | 5,732 | $1.5M | Reduce -6.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,466 | $1.5M | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,700 | $1.4M | Add +0.7% |
| CRM Salesforce Inc. | 0.09% | 4,996 | $1.3M | Reduce -0.2% |
| AMT American Tower Corp. | 0.09% | 6,094 | $1.3M | Add +49.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -18.4% | 4.46% | −2.77 |
| NVDA Nvidia Corp. | Reduce -10.3% | 4.51% | −1.44 |
| LMT Lockheed Martin Corp. | Reduce -97.1% | 0.04% | −1.24 |
| AAPL Apple Inc. | Reduce -10.3% | 3.90% | −0.78 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 3.79% | −0.78 |
| NOW ServiceNow Inc. | Reduce -10.2% | 1.50% | −0.63 |
| MSFT Microsoft Corp. | Reduce -3.2% | 4.48% | −0.48 |
| ANET Arista Networks Inc. | Reduce -64.3% | 0.13% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.91% | −0.30 |
| PEP Pepsico Inc. | Reduce -31.1% | 0.70% | −0.28 |
| GEV GE Vernova Inc. | Reduce -18.9% | 0.99% | −0.27 |
| ETN Eaton Corp. PLC | Reduce -2.1% | 1.34% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -35.8% | 0.27% | −0.18 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.17 |
| MSI Motorola Solutions Inc. | Reduce -86.7% | 0.03% | −0.17 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -5.8% | 0.51% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.4% | 1.47% | −0.11 |
| AMD Advanced Micro Devices | Reduce -86.3% | 0.01% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -18.6% | 0.43% | −0.10 |
| AXON Axon Enterprise Inc. | Reduce -26.7% | 0.20% | −0.09 |
| ADBE Adobe Inc. | Reduce -54.6% | 0.06% | −0.09 |
| XYZ Block Inc. | Reduce -1.0% | 0.15% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.07 |
| MAR Marriott International Class A | Reduce -4.0% | 0.34% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -1.1% | 0.19% | −0.05 |
| ORCL Oracle Corp. | Reduce -6.4% | 0.22% | −0.05 |
| TPG TPG Inc. | Sold out | 0.00% | −0.03 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.03 |
| PWR Quanta Services Inc. | Reduce -6.7% | 0.09% | −0.03 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -0.0% | 1.58% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.9% | 0.17% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -16.7% | 0.18% | −0.02 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.09% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.4% | 0.18% | −0.02 |
| FSKAX Fidelity TTL MKT Indx | Sold out | 0.00% | −0.02 |
| LEA Lear Corp. | Sold out | 0.00% | −0.02 |
| ADI Analog Devices Inc. | Reduce -34.1% | 0.03% | −0.02 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.01 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.01 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.01 |
| FSANX Fidelity Asset Manager 60% | Reduce -29.6% | 0.04% | −0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.01 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.01 |
| BIAWX Brown Adv Sustain GRW-Inv | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GLD SPDR Gold Shares | Add +6.4% | 3.69% | +0.91 |
| ICE Intercontinental Exchange Inc. | Add +170.9% | 1.16% | +0.81 |
| BMY Bristol-Myers Squibb Co. | Add +116.4% | 1.34% | +0.79 |
| ABT Abbott Laboratories | Add +16.1% | 2.38% | +0.71 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 3.77% | +0.71 |
| ABBV Abbvie Inc. | Add +7.8% | 2.26% | +0.56 |
| SYK Stryker Corp. | Add +24.9% | 2.08% | +0.54 |
| WM Waste Management Inc. | Add +0.7% | 2.81% | +0.49 |
| NOC Northrop Grumman Corp. | Add +99.6% | 0.82% | +0.46 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.1% | 1.78% | +0.37 |
| GILD Gilead Sciences Inc. | Add +216.4% | 0.48% | +0.36 |
| GDX Vaneck Gold Miners ETF | Add +885.1% | 0.32% | +0.30 |
| LIN Linde PLC | Add +0.7% | 1.94% | +0.29 |
| MA Mastercard Inc. Class A | Add +1.3% | 2.93% | +0.28 |
| JNJ Johnson & Johnson | Add +3.0% | 1.42% | +0.27 |
| AMGN Amgen Inc. | Add +445.8% | 0.30% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 3.10% | +0.23 |
| FERG Ferguson Enterprises Inc. | Add +85.6% | 0.47% | +0.21 |
| FCX Freeport-McMoran Inc. | New | 0.21% | +0.21 |
| CVX Chevron Corp. | Add +8.9% | 0.85% | +0.20 |
| KO The Coca-Cola Co. | Add +11.2% | 0.74% | +0.19 |
| V Visa Inc. Class A | Add +0.5% | 1.23% | +0.18 |
| EWJ iShares MSCI Japan ETF | New | 0.15% | +0.15 |
| EFA iShares MSCI Eafe ETF | Add +240.5% | 0.21% | +0.15 |
| NET Cloudflare Inc. Class A | New | 0.15% | +0.15 |
| HTHIY Hitachi Ltd. -ADR | Add +30.8% | 0.61% | +0.14 |
| SO The Southern Co. | Add +1.0% | 0.87% | +0.13 |
| GE General Electric | Add +12.5% | 0.36% | +0.11 |
| CMG Chipotle Mexican Grill Inc. | New | 0.10% | +0.10 |
| SONY Sony Group Corp. - SP ADR | New | 0.10% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +266.9% | 0.12% | +0.09 |
| AMT American Tower Corp. | Add +49.4% | 0.09% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.6% | 0.23% | +0.04 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.57% | +0.04 |
| ADP Automatic Data Processing | Add +0.7% | 0.36% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.23% | +0.02 |
| L Loews Corp. | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | New | 0.02% | +0.02 |
| EBC Eastern Bankshares Inc. | Add +67.1% | 0.05% | +0.02 |
| DOCU Docusign Inc. | New | 0.02% | +0.02 |
| EOG EOG Resources Inc. | New | 0.02% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +1.9% | 0.19% | +0.02 |
| AEP American Electric Power | New | 0.02% | +0.02 |
| WRB WR Berkley Corp. | Add +7.2% | 0.06% | +0.02 |
| FNF Fidelity National Financial | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +11.6% | 0.11% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| BEPC Brookfield Renewable Corp. | New | 0.01% | +0.01 |
| XYL Xylem Inc. | New | 0.01% | +0.01 |
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 |