$1.09 Billion is the total value of MOODY LYNN & LIEBERSON, LLC's 215 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LINDE PLC | $22,082,776 | – | 62,128 | +100.0% | 1.99% | – | |
| MDB | New | MONGODB INC CL A | $7,433,031 | – | 31,885 | +100.0% | 0.67% | – |
| NXPI | New | NXP SEMICONDUCTORS NV | $3,708,055 | – | 19,885 | +100.0% | 0.33% | – |
| FCX | New | FREEPORT-MCMORAN INC CL B | $3,361,984 | – | 82,180 | +100.0% | 0.30% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,163,567 | – | 32,278 | +100.0% | 0.28% | – |
| New | GENERAL ELECTRIC CO NEW | $2,627,757 | – | 27,487 | +100.0% | 0.24% | – | |
| BA | New | BOEING CO | $2,504,550 | – | 11,790 | +100.0% | 0.22% | – |
| New | ATLASSIAN CORPORATION CL A | $2,073,553 | – | 12,114 | +100.0% | 0.19% | – | |
| QQQ | New | INVESCO QQQ TRUSTetf | $1,198,674 | – | 3,735 | +100.0% | 0.11% | – |
| BHP | New | BHP GROUP LTD SP ADS | $1,166,871 | – | 18,402 | +100.0% | 0.10% | – |
| SNA | New | SNAP ON INC | $440,946 | – | 1,786 | +100.0% | 0.04% | – |
| TPR | New | TAPESTRY INC | $404,113 | – | 9,374 | +100.0% | 0.04% | – |
| TSLA | New | TESLA INC | $345,836 | – | 1,667 | +100.0% | 0.03% | – |
| MP | New | MP MATERIALS CORP CL A | $239,756 | – | 8,505 | +100.0% | 0.02% | – |
| LRCX | New | LAM RESEARCH CORP | $226,361 | – | 427 | +100.0% | 0.02% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETetf | $208,821 | – | 4,623 | +100.0% | 0.02% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTD | $202,020 | – | 1,554 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED CL A | 42 | Q3 2023 | 4.4% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.0% |
| SPDR TR UNIT SER 1 | 42 | Q3 2023 | 5.2% |
| HOME DEPOT INC | 42 | Q3 2023 | 3.0% |
| VISA INC COM CL A | 42 | Q3 2023 | 2.0% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 2.5% |
| COCA-COLA CO | 42 | Q3 2023 | 2.5% |
| DISNEY WALT PRODUCTIONS | 42 | Q3 2023 | 3.2% |
| PROCTER & GAMBLE COMPANY | 42 | Q3 2023 | 2.3% |
| MERCK & COMPANY | 42 | Q3 2023 | 1.5% |
View MOODY LYNN & LIEBERSON, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-26 |
View MOODY LYNN & LIEBERSON, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.