The Analysis of MOODY LYNN & LIEBERSON, LLC's Holdings
Currently, MOODY LYNN & LIEBERSON, LLC holds 259 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in ORLY (+126.7K shares, valued at $13.7M), BLDR (+73.6K shares, valued at $8.9M), CVX (+44.1K shares, valued at $6.8M); decreased their positions in AVGO (-26.1K shares, valued at $8.6M), BRK.B (-17.1K shares, valued at $8.6M), GDX (-96.2K shares, valued at $7.3M); initiated new positions in BLDR (+73.6K shares, valued at $8.9M), XLF (+96.2K shares, valued at $5.2M), BWXT (+22.0K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVGO BROADCOM INC385.6K shares-6.33%2025-09-302025-10-20
NVDA NVIDIA CORPORATION645.2K shares-1.03%2025-09-302025-10-20 MSFT MICROSOFT CORP193.9K shares0.22%2025-09-302025-10-20 GOOGL ALPHABET INC CAP STOCK CL A401.1K shares5.18%2025-09-302025-10-20 AAPL APPLE INC276.0K shares6.97%2025-09-302025-10-20 GLD SPDR GOLD SHARES189.5K shares-3.09%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO199.2K shares0.08%2025-09-302025-10-20 LLY LILLY ELI & CO81.0K shares-1.04%2025-09-302025-10-20 AMZN AMAZON.COM INC249.4K shares-0.47%2025-09-302025-10-20 BX BLACKSTONE INC287.9K shares3.25%2025-09-302025-10-20 MA MASTERCARD INCORPORATED CL A79.4K shares-0.23%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC CL B NE88.7K shares-16.13%2025-09-302025-10-20 NFLX NETFLIX INC35.6K shares-0.31%2025-09-302025-10-20 ABBV ABBVIE INC183.5K shares6.43%2025-09-302025-10-20 MS MORGAN STANLEY261.6K shares3.44%2025-09-302025-10-20 WM WASTE MANAGEMENT INC DEL186.0K shares-1.60%2025-09-302025-10-20 ABT ABBOTT LABORATORIES263.5K shares-1.53%2025-09-302025-10-20 SYK STRYKER CORPORATION90.1K shares2.59%2025-09-302025-10-20 ETN EATON CORP PLC86.4K shares1.31%2025-09-302025-10-20 LIN LINDE PLC65.4K shares-0.47%2025-09-302025-10-20 HD HOME DEPOT INC68.6K shares0.34%2025-09-302025-10-20 NOW SERVICENOW INC30.1K shares-8.93%2025-09-302025-10-20 GEV GE VERNOVA INC37.0K shares0.91%2025-09-302025-10-20 VRTX VERTEX PHARMACEUTICALS INC56.6K shares-2.61%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON116.9K shares14.17%2025-09-302025-10-20 TMO THERMO FISHER SCIENTIFIC INC40.0K shares0.28%2025-09-302025-10-20 NOC NORTHROP GRUMMAN CORP28.8K shares1.58%2025-09-302025-10-20 WFC WELLS FARGO CO205.8K shares38.67%2025-09-302025-10-20 CVX CHEVRON CORP110.1K shares66.73%2025-09-302025-10-20 SO SOUTHERN CO173.8K shares12.43%2025-09-302025-10-20 ORLY OREILLY AUTOMOTIVE INC130.8K shares3124.56%2025-09-302025-10-20 SPY SPDR S&P 500 ETF20.5K shares-2.23%2025-09-302025-10-20 ICE INTERCONTINENTAL EXCHANGE INC78.1K shares0.82%2025-09-302025-10-20 V VISA INC CL A38.4K shares-0.73%2025-09-302025-10-20 FERG FERGUSON ENTERPRISES INC COMMO57.2K shares20.54%2025-09-302025-10-20 KO COCA-COLA CO189.4K shares0.72%2025-09-302025-10-20 GOOG ALPHABET INC CAP STOCK CL C48.4K shares0.00%2025-09-302025-10-20 MCD MCDONALDS CORP36.6K shares-1.13%2025-09-302025-10-20 GE GENERAL ELECTRIC CO NEW35.0K shares0.28%2025-09-302025-10-20 ORCL ORACLE CORP34.0K shares-0.79%2025-09-302025-10-20 ANET ARISTA NETWORKS INC64.2K shares-1.37%2025-09-302025-10-20 PEP PEPSICO INC66.0K shares23.75%2025-09-302025-10-20 BLDR BUILDERS FIRSTSOURCE INC73.6K sharesnew addition2025-09-302025-10-20 RTX RTX CORPORATION COM46.8K shares-2.83%2025-09-302025-10-20 GILD GILEAD SCIENCES INC66.6K shares0.92%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO47.7K shares-4.32%2025-09-302025-10-20 GS GOLDMAN SACHS GROUP INC7.9K shares-1.24%2025-09-302025-10-20 VTI VANGUARD TOTAL STOCK MARKET IN17.7K shares0.33%2025-09-302025-10-20 TXN TEXAS INSTRUMENTS INC31.0K shares0.00%2025-09-302025-10-20 XOM EXXON MOBIL CORP48.5K shares-0.18%2025-09-302025-10-20 ADP AUTOMATIC DATA PROCESSING INC18.3K shares-0.99%2025-09-302025-10-20 AXP AMERICAN EXPRESS CO15.9K shares-2.82%2025-09-302025-10-20 XLF FINANCIAL SELECT SECTOR SPDR F96.2K sharesnew addition2025-09-302025-10-20 ITA ISHARES U.S. AEROSPACE & DEFEN23.8K shares44.43%2025-09-302025-10-20 SHOP SHOPIFY INC CL A33.4K shares-2.00%2025-09-302025-10-20 LHX L3HARRIS TECHNOLOGIES INC16.1K shares-0.89%2025-09-302025-10-20 PANW PALO ALTO NETWORKS INC24.1K shares-39.57%2025-09-302025-10-20 MDLZ MONDELEZ INTL INC CL A74.9K shares0.87%2025-09-302025-10-20 IDXX IDEXX LABORATORIES INC7.3K shares0.68%2025-09-302025-10-20 SHW SHERWIN WILLIAMS CO12.4K shares-39.44%2025-09-302025-10-20 HUBS HUBSPOT INC9.0K shares-57.02%2025-09-302025-10-20 APH AMPHENOL CORP CL A33.7K shares1.81%2025-09-302025-10-20 BWXT BWX TECHNOLOGIES INC22.0K sharesnew addition2025-09-302025-10-20 CRWD CROWDSTRIKE HOLDINGS INC CL A8.1K shares-3.61%2025-09-302025-10-20 CYBR CYBERARK SOFTWARE LTD8.2K shares-25.74%2025-09-302025-10-20 EXR EXTRA SPACE STORAGE INC27.2K shares-3.72%2025-09-302025-10-20 WMT WAL-MART INC36.4K shares142.43%2025-09-302025-10-20 VWO VANGUARD FTSE EMERGING MARKETS65.4K shares870.46%2025-09-302025-10-20 ISRG INTUITIVE SURGICAL INC NEW7.5K shares-0.21%2025-09-302025-10-20 IWO ISHARES RUSSELL 2000 GROWTH ET10.3K shares0.00%2025-09-302025-10-20 SONY SONY GROUP CORPORATION SP ADR110.1K shares34.56%2025-09-302025-10-20 MRK MERCK & CO INC36.6K shares-3.23%2025-09-302025-10-20 IWF ISHARES RUSSELL 1000 GROWTH ET6.3K shares-18.08%2025-09-302025-10-20 META META PLATFORMS INC CL A3.7K shares0.99%2025-09-302025-10-20 CSCO CISCO SYSTEMS INC37.1K shares0.37%2025-09-302025-10-20 EFA ISHARES MSCI EAFE ETF27.0K shares-35.54%2025-09-302025-10-20 CTRA COTERRA ENERGY INC105.3K shares0.05%2025-09-302025-10-20 NVS NOVARTIS AG SP ADR19.0K shares731.85%2025-09-302025-10-20 CHD CHURCH & DWIGHT CO INC27.9K shares-19.83%2025-09-302025-10-20 PWR QUANTA SERVICES INC5.8K shares2.17%2025-09-302025-10-20 AXON AXON ENTERPRISE INC3.0K shares-58.12%2025-09-302025-10-20 PH PARKER-HANNIFIN CORP2.8K shares2.19%2025-09-302025-10-20 AZN ASTRAZENECA PLC SP ADR25.3K sharesnew addition2025-09-302025-10-20 ITW ILLINOIS TOOL WORKS INC7.3K shares-0.31%2025-09-302025-10-20 RSP INVESCO S&P 500 EQUAL WEIGHT E9.3K shares0.00%2025-09-302025-10-20 RSG REPUBLIC SERVICES INC7.7K shares1.92%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND CLASS A7.1K shares-21.17%2025-09-302025-10-20 MDY SPDR S&P MIDCAP 400 ETF2.7K shares0.19%2025-09-302025-10-20 DIA SPDR DOW JONES INDUSTRIAL AVER3.5K shares0.00%2025-09-302025-10-20 CRH CRH PLC12.8K shares4.40%2025-09-302025-10-20 GWW GRAINGER W W INC1.6K shares0.06%2025-09-302025-10-20 IRM IRON MOUNTAIN INC14.6K shares2.53%2025-09-302025-10-20 HEI HEICO CORP4.4K shares3.38%2025-09-302025-10-20 BLK BLACKROCK INC1.2K shares-8.02%2025-09-302025-10-20 TTWO TAKE-TWO INTERACTIVE SOFTWARE5.3K shares1.80%2025-09-302025-10-20 COST COSTCO WHOLESALE CORP1.5K shares-62.29%2025-09-302025-10-20 MAR MARRIOTT INTL INC CL A5.0K shares-16.08%2025-09-302025-10-20 BAC BANK OF AMERICA CORP24.4K shares-3.28%2025-09-302025-10-20 UNP UNION PACIFIC CORP5.2K shares-11.00%2025-09-302025-10-20 IWM ISHARES RUSSELL 2000 ETF5.1K shares8.32%2025-09-302025-10-20 TT TRANE TECHNOLOGIES PLC2.8K shares3.55%2025-09-302025-10-20 TJX TJX COS INC8.1K shares-5.64%2025-09-302025-10-20 IVW ISHARES S&P 500 GROWTH ETF9.7K shares0.14%2025-09-302025-10-20 PSA PUBLIC STORAGE4.0K shares0.27%2025-09-302025-10-20 VIG VANGUARD DIVIDEND APPRECIATION5.3K shares0.00%2025-09-302025-10-20 CBT CABOT CORP15.0K shares0.00%2025-09-302025-10-20 DIS DISNEY WALT CO9.7K shares-1.11%2025-09-302025-10-20 CRM SALESFORCE INC4.6K shares0.19%2025-09-302025-10-20 EBC EASTERN BANKSHARES INC60.2K shares30.49%2025-09-302025-10-20 RDDT REDDIT INC CL A4.7K sharesnew addition2025-09-302025-10-20 CW CURTISS WRIGHT CORP2.0K shares3.12%2025-09-302025-10-20 MO ALTRIA GROUP INC15.9K shares-0.13%2025-09-302025-10-20 WRB BERKLEY W R CORP13.5K shares2.21%2025-09-302025-10-20 MTD METTLER TOLEDO INTERNATIONAL810 shares7.57%2025-09-302025-10-20 AEM AGNICO EAGLE MINES LTD5.8K shares19.68%2025-09-302025-10-20 OTIS OTIS WORLDWIDE CORP10.4K shares-8.97%2025-09-302025-10-20 HON HONEYWELL INTL INC4.3K shares-41.40%2025-09-302025-10-20 PKG PACKAGING CORP AMERICA4.1K shares40.37%2025-09-302025-10-20 YUM YUM BRANDS INC5.9K shares-10.23%2025-09-302025-10-20 IJH ISHARES S&P MIDCAP FUND13.8K shares-1.35%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC2.5K shares-3.16%2025-09-302025-10-20 NKE NIKE INC CL B12.5K shares24.01%2025-09-302025-10-20 XLV HEALTH CARE SELECT SECTOR SPDR6.2K shares0.00%2025-09-302025-10-20 CMC COMMERCIAL METALS CO14.6K shares2.28%2025-09-302025-10-20 VOO VANGUARD S&P 500 ETF1.4K shares-5.17%2025-09-302025-10-20 SSNC SS&C TECHNOLOGIES HOLDINGS INC9.2K shares2.32%2025-09-302025-10-20 VLO VALERO ENERGY CORP4.7K shares1.95%2025-09-302025-10-20 TDG TRANSDIGM GROUP INC605 shares-0.66%2025-09-302025-10-20 MSCI MSCI INC1.4K shares2.18%2025-09-302025-10-20 IBB ISHARES BIOTECHNOLOGY FUND5.4K shares0.00%2025-09-302025-10-20 AMGN AMGEN INC2.8K shares-1.33%2025-09-302025-10-20 AMT AMERICAN TOWER CORP4.0K shares-73.38%2025-09-302025-10-20 IWR ISHARES RUSSELL MID-CAP ETF7.9K shares0.00%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC CL A4.2K sharesnew addition2025-09-302025-10-20 INTU INTUIT1.1K shares-33.55%2025-09-302025-10-20 WMB WILLIAMS COS INC11.3K shares2.39%2025-09-302025-10-20 VO VANGUARD MID-CAP INDEX FUND2.4K shares-8.21%2025-09-302025-10-20 TXNM TXNM ENERGY INC COM12.6K shares2.16%2025-09-302025-10-20 IBM INTL BUSINESS MACHINES2.5K shares-82.55%2025-09-302025-10-20 SBUX STARBUCKS CORP8.3K shares-0.53%2025-09-302025-10-20 GDX VANECK GOLD MINERS ETF9.1K shares-91.36%2025-09-302025-10-20 IJR ISHARES S&P SMALL-CAP FUND5.8K shares-4.17%2025-09-302025-10-20 PFE PFIZER INC26.7K shares-9.73%2025-09-302025-10-20 WSO WATSCO INC1.6K shares2.86%2025-09-302025-10-20 PFGC PERFORMANCE FOOD GROUP CO6.0K shares-62.17%2025-09-302025-10-20 EMR EMERSON ELECTRIC CO4.6K shares-1.72%2025-09-302025-10-20 ADBE ADOBE SYSTEMS INCORPORATED1.7K shares-30.77%2025-09-302025-10-20 ASML ASML HOLDING NV NY REGISTRY622 shares-44.81%2025-09-302025-10-20 BJ BJS WHSL CLUB HOLDINGS INC6.4K shares1.90%2025-09-302025-10-20 LRCX LAM RESEARCH CORP NEW4.4K shares0.00%2025-09-302025-10-20 NEE NEXTERA ENERGY INC7.7K shares-25.81%2025-09-302025-10-20 TRV TRAVELERS COMPANIES INC2.1K shares-10.86%2025-09-302025-10-20 LNG CHENIERE ENERGY INC NEW2.4K shares-0.04%2025-09-302025-10-20 SNA SNAP ON INC1.6K shares2.89%2025-09-302025-10-20 ADI ANALOG DEVICES INC2.2K shares-22.44%2025-09-302025-10-20 DOV DOVER CORP3.2K shares3.21%2025-09-302025-10-20 EPD ENTERPRISE PRODUCTS PARTNERS L16.7K shares3.48%2025-09-302025-10-20 DHR DANAHER CORPORATION2.5K shares-31.52%2025-09-302025-10-20 IVV ISHARES CORE S&P 500 ETF744 shares0.40%2025-09-302025-10-20 PHM PULTE GROUP INC3.7K sharesnew addition2025-09-302025-10-20 DVY ISHARES SELECT DIVIDEND ETF3.4K shares-5.97%2025-09-302025-10-20 SPG SIMON PROPERTY GROUP INC2.5K shares0.00%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP945 shares-7.44%2025-09-302025-10-20 VEA VANGUARD FTSE DEVELOPED MARKET7.8K shares-0.25%2025-09-302025-10-20 ARWR ARROWHEAD PHARMACEUTICALS INC13.5K shares0.00%2025-09-302025-10-20 WEC WEC ENERGY GROUP INC4.0K shares-10.86%2025-09-302025-10-20 VRT VERTIV HOLDINGS CO CL A2.9K shares9.36%2025-09-302025-10-20 SAP SAP SE SP ADR1.6K shares-91.42%2025-09-302025-10-20 IVE ISHARES S&P 500 VALUE ETF2.1K shares0.00%2025-09-302025-10-20 GLW CORNING INC5.3K shares12.89%2025-09-302025-10-20 COP CONOCOPHILLIPS4.5K shares-20.70%2025-09-302025-10-20 ALL ALLSTATE CORP1.9K shares-4.59%2025-09-302025-10-20 VEU VANGUARD FTSE ALL-WORLD EX US5.7K shares0.42%2025-09-302025-10-20 EPI WISDOMTREE INDIA EARNINGS FUND9.1K shares0.00%2025-09-302025-10-20 PNC PNC FINANCIAL SERVICES GROUP I2.0K shares0.00%2025-09-302025-10-20 LPLA LPL FINANCIAL HOLDINGS INC1.2K shares-0.58%2025-09-302025-10-20 QQQ INVESCO QQQ TRUST662 shares0.00%2025-09-302025-10-20 FI FISERV INC3.0K shares-33.14%2025-09-302025-10-20 HRB H&R BLOCK INC7.3K shares2.51%2025-09-302025-10-20 L LOEWS CORP3.7K shares2.94%2025-09-302025-10-20 NSC NORFOLK SOUTHERN CORP1.2K shares12.72%2025-09-302025-10-20 WAT WATERS CORP1.2K shares0.34%2025-09-302025-10-20 BN BROOKFIELD CORP CL A5.1K shares0.00%2025-09-302025-10-20 CB CHUBB LIMITED1.2K shares-0.16%2025-09-302025-10-20 D DOMINION ENERGY INC5.7K shares0.00%2025-09-302025-10-20 USB US BANCORP DEL7.1K shares-9.71%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC7.7K shares-2.67%2025-09-302025-10-20 NRG NRG ENERGY INC NEW2.0K shares-0.10%2025-09-302025-10-20 ECL ECOLAB INC1.2K shares-43.43%2025-09-302025-10-20 CHKP CHECK POINT SOFTWARE TECH LTD1.6K shares0.00%2025-09-302025-10-20 J JACOBS SOLUTIONS INC2.1K shares-0.24%2025-09-302025-10-20 INTC INTEL CORP9.4K shares-0.41%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC1.9K shares-1.13%2025-09-302025-10-20 DINO HF SINCLAIR CORP5.9K shares4.93%2025-09-302025-10-20 HWM HOWMET AEROSPACE INC1.5K shares0.00%2025-09-302025-10-20 PEG PUBLIC SERVICE ENTERPRISE GROU3.6K shares0.00%2025-09-302025-10-20 CPRT COPART INC6.6K shares-34.39%2025-09-302025-10-20 IWD ISHARES RUSSELL 1000 VALUE ETF1.4K shares0.00%2025-09-302025-10-20 DKNG DRAFTKINGS INC CL A7.6K sharesnew addition2025-09-302025-10-20 BROS DUTCH BROTHERS INC CL A5.4K shares3.94%2025-09-302025-10-20 PLD PROLOGIS INC2.4K shares11.41%2025-09-302025-10-20 DE DEERE & CO603 shares-1.63%2025-09-302025-10-20 GIL GILDAN ACTIVEWEAR INC4.6K shares12.80%2025-09-302025-10-20 MRP MILLROSE PROPERTIES INC CL A7.9K shares-1.86%2025-09-302025-10-20 FTAI FTAI AVIATION LTD1.6K sharesnew addition2025-09-302025-10-20 CADE CADENCE BANK6.9K shares0.00%2025-09-302025-10-20 XYL XYLEM INC1.7K shares0.00%2025-09-302025-10-20 ONEQ FIDELITY NASDAQ COMPOSITE INDE2.8K shares0.00%2025-09-302025-10-20 SJM SMUCKER J M CO NEW2.3K shares0.00%2025-09-302025-10-20 AEP AMERICAN ELECTRIC POWER CO INC2.2K shares0.00%2025-09-302025-10-20 EQT EQT CORP4.5K shares13.60%2025-09-302025-10-20 CCEP COCA-COLA EUROPACIFIC PARTNERS2.7K shares0.00%2025-09-302025-10-20 BEPC BROOKFIELD RENEWABLE CORP CL A6.9K shares0.00%2025-09-302025-10-20 CTSH COGNIZANT TECHNOLOGY SOLUTIONS3.5K shares-8.57%2025-09-302025-10-20 BKNG BOOKING HOLDINGS INC43 shares0.00%2025-09-302025-10-20 ROL ROLLINS INC3.9K shares4.15%2025-09-302025-10-20 TRP TC ENERGY CORP4.3K sharesnew addition2025-09-302025-10-20 FNF FIDELITY NATIONAL FINANCIAL IN3.8K sharesnew addition2025-09-302025-10-20 USMV ISHARES MSCI USA MIN VOL FACTO2.4K shares0.00%2025-09-302025-10-20 FTEC FIDELITY MSCI INFORMATION TECH1.0K shares0.00%2025-09-302025-10-20 ABBNY ABB LTD SP ADR3.1K sharesnew addition2025-09-302025-10-20 OKE ONEOK INC3.0K shares-55.70%2025-09-302025-10-20 AMCR AMCOR PLC26.2K sharesnew addition2025-09-302025-10-20 VBK VANGUARD SMALL-CAP GROWTH INDE715 sharesnew addition2025-09-302025-10-20 SPGI S&P GLOBAL INC435 shares-0.23%2025-09-302025-10-20 HEFA ISHARES CURRENCY HEDGED MSCI E5.3K shares0.00%2025-09-302025-10-20 MELI MERCADOLIBRE INC87 shares0.00%2025-09-302025-10-20 ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available