The Analysis of MOODY LYNN & LIEBERSON, LLC's Holdings
Currently, MOODY LYNN & LIEBERSON, LLC holds 265 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in NFLX (+311.1K shares, valued at $29.2M), NOW (+118.1K shares, valued at $18.1M), UNP (+42.8K shares, valued at $9.9M); decreased their positions in N/A (-57.3K shares, valued at $19.8M), ICE (-73.5K shares, valued at $11.9M), ORLY (-71.4K shares, valued at $6.5M); initiated new positions in REGN (+3.4K shares, valued at $2.6M), XBI (+18.8K shares, valued at $2.3M), WPM (+17.5K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION648.2K shares0.46%2025-12-312026-01-15
BROADCOM INC BROADCOM INC328.3K shares-14.86%2025-12-312026-01-15 MSFT MICROSOFT CORP193.9K shares0.03%2025-12-312026-01-15 LLY LILLY ELI & CO83.6K shares3.28%2025-12-312026-01-15 AAPL APPLE INC279.1K shares1.15%2025-12-312026-01-15 GLD SPDR GOLD SHARES185.9K shares-1.88%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO209.5K shares5.14%2025-12-312026-01-15 AMZN AMAZON.COM INC242.7K shares-2.68%2025-12-312026-01-15 MS MORGAN STANLEY262.3K shares0.28%2025-12-312026-01-15 MA MASTERCARD INCORPORATED CL A79.7K shares0.37%2025-12-312026-01-15 ABBV ABBVIE INC192.5K shares4.91%2025-12-312026-01-15 WM WASTE MANAGEMENT INC DEL186.2K shares0.11%2025-12-312026-01-15 ABT ABBOTT LABORATORIES269.8K shares2.40%2025-12-312026-01-15 NFLX NETFLIX INC346.7K shares874.63%2025-12-312026-01-15 SYK STRYKER CORPORATION84.0K shares-6.75%2025-12-312026-01-15 LINDE PLC LINDE PLC66.3K shares1.39%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON122.3K shares4.63%2025-12-312026-01-15 VRTX VERTEX PHARMACEUTICALS INC55.0K shares-2.77%2025-12-312026-01-15 GEV GE VERNOVA INC37.4K shares1.07%2025-12-312026-01-15 TMO THERMO FISHER SCIENTIFIC INC40.9K shares2.45%2025-12-312026-01-15 HD HOME DEPOT INC68.7K shares0.13%2025-12-312026-01-15 NOW SERVICENOW INC148.2K shares391.88%2025-12-312026-01-15 WFC WELLS FARGO CO187.5K shares-8.92%2025-12-312026-01-15 KO COCA-COLA CO235.2K shares24.18%2025-12-312026-01-15 SO SOUTHERN CO170.4K shares-1.95%2025-12-312026-01-15 NOC NORTHROP GRUMMAN CORP24.8K shares-13.97%2025-12-312026-01-15 CVX CHEVRON CORP91.5K shares-16.90%2025-12-312026-01-15 SPY SPDR S&P 500 ETF20.4K shares-0.72%2025-12-312026-01-15 V VISA INC CL A38.6K shares0.48%2025-12-312026-01-15 GILD GILEAD SCIENCES INC97.3K shares46.20%2025-12-312026-01-15 PEP PEPSICO INC82.6K shares25.21%2025-12-312026-01-15 MCD MCDONALDS CORP36.7K shares0.44%2025-12-312026-01-15 UNP UNION PACIFIC CORP48.0K shares816.23%2025-12-312026-01-15 XOM EXXON MOBIL CORP85.0K shares75.25%2025-12-312026-01-15 RTX RTX CORPORATION COM46.7K shares-0.40%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC7.9K shares-0.35%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO46.8K shares-1.80%2025-12-312026-01-15 VTI VANGUARD TOTAL STOCK MARKET IN17.8K shares0.54%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO15.7K shares-1.06%2025-12-312026-01-15 ORLY OREILLY AUTOMOTIVE INC59.3K shares-54.61%2025-12-312026-01-15 SHOP SHOPIFY INC CL A32.7K shares-2.16%2025-12-312026-01-15 TXN TEXAS INSTRUMENTS INC30.0K shares-3.15%2025-12-312026-01-15 IDXX IDEXX LABORATORIES INC7.3K shares-0.34%2025-12-312026-01-15 APH AMPHENOL CORP CL A34.9K shares3.37%2025-12-312026-01-15 ADP AUTOMATIC DATA PROCESSING INC18.3K shares-0.24%2025-12-312026-01-15 LHX L3HARRIS TECHNOLOGIES INC16.0K shares-0.47%2025-12-312026-01-15 MDLZ MONDELEZ INTL INC CL A86.4K shares15.34%2025-12-312026-01-15 PANW PALO ALTO NETWORKS INC24.0K shares-0.44%2025-12-312026-01-15 AZN ASTRAZENECA PLC SP ADR47.9K shares89.08%2025-12-312026-01-15 ITA ISHARES U.S. AEROSPACE & DEFEN20.0K shares-15.86%2025-12-312026-01-15 AMGN AMGEN INC13.1K shares374.04%2025-12-312026-01-15 BLDR BUILDERS FIRSTSOURCE INC41.5K shares-43.60%2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC NEW7.4K shares-0.82%2025-12-312026-01-15 NVS NOVARTIS AG SP ADR29.3K shares53.98%2025-12-312026-01-15 SHW SHERWIN WILLIAMS CO12.4K shares0.65%2025-12-312026-01-15 HEI HEICO CORP12.1K shares175.71%2025-12-312026-01-15 CRWD CROWDSTRIKE HOLDINGS INC CL A8.0K shares-1.12%2025-12-312026-01-15 EXR EXTRA SPACE STORAGE INC26.0K shares-4.52%2025-12-312026-01-15 IWO ISHARES RUSSELL 2000 GROWTH ET10.3K shares0.00%2025-12-312026-01-15 IWF ISHARES RUSSELL 1000 GROWTH ET6.3K shares0.62%2025-12-312026-01-15 CSCO CISCO SYSTEMS INC37.0K shares-0.40%2025-12-312026-01-15 CTRA COTERRA ENERGY INC105.3K shares0.00%2025-12-312026-01-15 IBB ISHARES BIOTECHNOLOGY FUND15.8K shares192.90%2025-12-312026-01-15 SONY SONY GROUP CORPORATION SP ADR101.5K shares-7.78%2025-12-312026-01-15 META META PLATFORMS INC CL A3.9K shares7.48%2025-12-312026-01-15 REGN REGENERON PHARMACEUTICALS3.4K sharesnew addition2025-12-312026-01-15 PWR QUANTA SERVICES INC5.8K shares-1.11%2025-12-312026-01-15 PH PARKER-HANNIFIN CORP2.7K shares-0.51%2025-12-312026-01-15 CHD CHURCH & DWIGHT CO INC27.9K shares0.20%2025-12-312026-01-15 XBI SPDR S&P BIOTECH ETF18.8K sharesnew addition2025-12-312026-01-15 HWM HOWMET AEROSPACE INC10.2K shares563.57%2025-12-312026-01-15 WPM WHEATON PRECIOUS METALS CORP17.5K sharesnew addition2025-12-312026-01-15 ROL ROLLINS INC32.2K shares718.79%2025-12-312026-01-15 ITW ILLINOIS TOOL WORKS INC7.3K shares-0.08%2025-12-312026-01-15 ORCL ORACLE CORP8.9K shares-74.00%2025-12-312026-01-15 EFA ISHARES MSCI EAFE ETF17.5K shares-35.39%2025-12-312026-01-15 DIA SPDR DOW JONES INDUSTRIAL AVER3.5K shares0.00%2025-12-312026-01-15 CRH PLC CRH PLC13.1K shares2.70%2025-12-312026-01-15 MDY SPDR S&P MIDCAP 400 ETF2.7K shares0.00%2025-12-312026-01-15 MAR MARRIOTT INTL INC CL A5.2K shares3.59%2025-12-312026-01-15 RSG REPUBLIC SERVICES INC7.6K shares-1.36%2025-12-312026-01-15 WMT WAL-MART INC14.3K shares-60.70%2025-12-312026-01-15 GWW GRAINGER W W INC1.6K shares-0.06%2025-12-312026-01-15 TTWO TAKE-TWO INTERACTIVE SOFTWARE5.9K shares11.10%2025-12-312026-01-15 BAC BANK OF AMERICA CORP24.3K shares-0.35%2025-12-312026-01-15 TJX TJX COS INC8.3K shares2.40%2025-12-312026-01-15 EBC EASTERN BANKSHARES INC68.3K shares13.39%2025-12-312026-01-15 IWM ISHARES RUSSELL 2000 ETF5.1K shares0.81%2025-12-312026-01-15 CRM SALESFORCE INC4.6K shares-1.16%2025-12-312026-01-15 IVW ISHARES S&P 500 GROWTH ETF9.7K shares0.00%2025-12-312026-01-15 VIG VANGUARD DIVIDEND APPRECIATION5.3K shares0.00%2025-12-312026-01-15 IRM IRON MOUNTAIN INC14.0K shares-3.60%2025-12-312026-01-15 COST COSTCO WHOLESALE CORP1.4K shares-7.15%2025-12-312026-01-15 AXON AXON ENTERPRISE INC2.0K shares-34.23%2025-12-312026-01-15 MTD METTLER TOLEDO INTERNATIONAL802 shares-0.99%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC CL A6.3K shares50.28%2025-12-312026-01-15 CW CURTISS WRIGHT CORP2.0K shares1.41%2025-12-312026-01-15 DIS DISNEY WALT CO9.6K shares-1.37%2025-12-312026-01-15 TT TRANE TECHNOLOGIES PLC2.7K shares-2.36%2025-12-312026-01-15 PSA PUBLIC STORAGE4.0K shares-0.40%2025-12-312026-01-15 CMC COMMERCIAL METALS CO14.4K shares-1.15%2025-12-312026-01-15 CBT CABOT CORP15.0K shares-0.07%2025-12-312026-01-15 ASML ASML HOLDING NV NY REGISTRY918 shares47.59%2025-12-312026-01-15 XLV HEALTH CARE SELECT SECTOR SPDR6.2K shares0.00%2025-12-312026-01-15 AEM AGNICO EAGLE MINES LTD5.6K shares-3.45%2025-12-312026-01-15 IJH ISHARES S&P MIDCAP FUND13.9K shares0.63%2025-12-312026-01-15 MO ALTRIA GROUP INC15.8K shares-0.26%2025-12-312026-01-15 OTIS OTIS WORLDWIDE CORP10.4K shares-0.78%2025-12-312026-01-15 YUM YUM BRANDS INC5.9K shares0.02%2025-12-312026-01-15 HON HONEYWELL INTL INC4.3K shares0.60%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC2.5K shares0.12%2025-12-312026-01-15 TDG TRANSDIGM GROUP INC609 shares0.66%2025-12-312026-01-15 WRB BERKLEY W R CORP11.3K shares-16.14%2025-12-312026-01-15 GDX VANECK GOLD MINERS ETF9.1K shares0.00%2025-12-312026-01-15 IWR ISHARES RUSSELL MID-CAP ETF8.0K shares1.70%2025-12-312026-01-15 MSCI MSCI INC1.3K shares-5.34%2025-12-312026-01-15 SSNC SS&C TECHNOLOGIES HOLDINGS INC8.7K shares-5.01%2025-12-312026-01-15 ICE INTERCONTINENTAL EXCHANGE INC4.7K shares-94.03%2025-12-312026-01-15 IBM INTL BUSINESS MACHINES2.5K shares0.04%2025-12-312026-01-15 INTU INTUIT1.1K shares0.81%2025-12-312026-01-15 VLO VALERO ENERGY CORP4.5K shares-5.17%2025-12-312026-01-15 AMT AMERICAN TOWER CORP4.1K shares0.97%2025-12-312026-01-15 IJR ISHARES S&P SMALL-CAP FUND5.9K shares1.17%2025-12-312026-01-15 VO VANGUARD MID-CAP INDEX FUND2.4K shares0.33%2025-12-312026-01-15 SBUX STARBUCKS CORP8.3K shares0.50%2025-12-312026-01-15 TXNM TXNM ENERGY INC COM11.8K shares-5.70%2025-12-312026-01-15 PFE PFIZER INC26.6K shares-0.14%2025-12-312026-01-15 NKE NIKE INC CL B10.0K shares-19.92%2025-12-312026-01-15 CB CHUBB LIMITED2.0K shares66.18%2025-12-312026-01-15 WMB WILLIAMS COS INC10.6K shares-6.09%2025-12-312026-01-15 PKG PACKAGING CORP AMERICA3.0K shares-27.24%2025-12-312026-01-15 DOV DOVER CORP3.2K shares-2.19%2025-12-312026-01-15 NEE NEXTERA ENERGY INC7.7K shares0.04%2025-12-312026-01-15 EMR EMERSON ELECTRIC CO4.6K shares0.00%2025-12-312026-01-15 ADI ANALOG DEVICES INC2.2K shares0.04%2025-12-312026-01-15 TRV TRAVELERS COMPANIES INC2.1K shares0.05%2025-12-312026-01-15 CYBR CYBERARK SOFTWARE LTD1.3K shares-83.70%2025-12-312026-01-15 ADBE ADOBE SYSTEMS INCORPORATED1.7K shares-0.64%2025-12-312026-01-15 VWO VANGUARD FTSE EMERGING MARKETS10.9K shares-83.29%2025-12-312026-01-15 DHR DANAHER CORPORATION2.5K shares0.00%2025-12-312026-01-15 PFGC PERFORMANCE FOOD GROUP CO6.3K shares5.16%2025-12-312026-01-15 SNA SNAP ON INC1.6K shares-1.34%2025-12-312026-01-15 EPD ENTERPRISE PRODUCTS PARTNERS L17.3K shares3.29%2025-12-312026-01-15 BJ BJS WHSL CLUB HOLDINGS INC6.1K shares-4.82%2025-12-312026-01-15 IVV ISHARES CORE S&P 500 ETF754 shares1.34%2025-12-312026-01-15 WSO WATSCO INC1.5K shares-4.79%2025-12-312026-01-15 VEA VANGUARD FTSE DEVELOPED MARKET7.8K shares-0.19%2025-12-312026-01-15 DVY ISHARES SELECT DIVIDEND ETF3.4K shares0.00%2025-12-312026-01-15 VRT VERTIV HOLDINGS CO CL A2.9K shares0.00%2025-12-312026-01-15 LNG CHENIERE ENERGY INC NEW2.4K shares-0.16%2025-12-312026-01-15 SPG SIMON PROPERTY GROUP INC2.5K shares0.04%2025-12-312026-01-15 GLW CORNING INC5.3K shares0.04%2025-12-312026-01-15 IVE ISHARES S&P 500 VALUE ETF2.1K shares0.00%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP913 shares-3.39%2025-12-312026-01-15 SAP SAP SE SP ADR1.8K shares9.32%2025-12-312026-01-15 LPLA LPL FINANCIAL HOLDINGS INC1.2K shares0.83%2025-12-312026-01-15 XLF FINANCIAL SELECT SECTOR SPDR F7.8K shares-91.86%2025-12-312026-01-15 MKC MCCORMICK & CO INC NON VTG6.3K sharesnew addition2025-12-312026-01-15 VEU VANGUARD FTSE ALL-WORLD EX US5.7K shares0.47%2025-12-312026-01-15 EPI WISDOMTREE INDIA EARNINGS FUND9.1K shares0.00%2025-12-312026-01-15 COP CONOCOPHILLIPS4.4K shares-0.18%2025-12-312026-01-15 PNC PNC FINANCIAL SERVICES GROUP I2.0K shares0.00%2025-12-312026-01-15 WAT WATERS CORP1.1K shares-9.46%2025-12-312026-01-15 ALL ALLSTATE CORP1.9K shares0.00%2025-12-312026-01-15 L LOEWS CORP3.6K shares-1.28%2025-12-312026-01-15 USB US BANCORP DEL6.9K shares-2.81%2025-12-312026-01-15 BN BROOKFIELD CORP CL A7.7K shares50.15%2025-12-312026-01-15 NSC NORFOLK SOUTHERN CORP1.2K shares0.00%2025-12-312026-01-15 INTC INTEL CORP9.0K shares-4.31%2025-12-312026-01-15 D DOMINION ENERGY INC5.6K shares-1.77%2025-12-312026-01-15 BROS DUTCH BROTHERS INC CL A5.3K shares-1.75%2025-12-312026-01-15 MDB MONGODB INC CL A762 sharesnew addition2025-12-312026-01-15 NRG NRG ENERGY INC NEW2.0K shares0.05%2025-12-312026-01-15 PLD PROLOGIS INC2.4K shares0.04%2025-12-312026-01-15 MRP MILLROSE PROPERTIES INC CL A10.3K shares30.70%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC1.9K shares-0.16%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC7.5K shares-1.94%2025-12-312026-01-15 IWD ISHARES RUSSELL 1000 VALUE ETF1.4K shares0.00%2025-12-312026-01-15 CADENCE BANK CADENCE BANK6.9K shares0.00%2025-12-312026-01-15 ECL ECOLAB INC1.1K shares-3.83%2025-12-312026-01-15 PEG PUBLIC SERVICE ENTERPRISE GROU3.6K shares0.78%2025-12-312026-01-15 CTSH COGNIZANT TECHNOLOGY SOLUTIONS3.5K shares-0.46%2025-12-312026-01-15 CHKP CHECK POINT SOFTWARE TECH LTD1.6K shares0.00%2025-12-312026-01-15 DE DEERE & CO606 shares0.50%2025-12-312026-01-15 J JACOBS SOLUTIONS INC2.1K shares0.00%2025-12-312026-01-15 DINO HF SINCLAIR CORP5.8K shares-2.08%2025-12-312026-01-15 CPRT COPART INC6.6K shares0.39%2025-12-312026-01-15 AEP AMERICAN ELECTRIC POWER CO INC2.2K shares0.00%2025-12-312026-01-15 GIL GILDAN ACTIVEWEAR INC4.0K shares-13.51%2025-12-312026-01-15 CCEP COCA-COLA EUROPACIFIC PARTNERS2.7K shares0.07%2025-12-312026-01-15 CMI CUMMINS INC472 sharesnew addition2025-12-312026-01-15 AMAT APPLIED MATERIALS INC921 sharesnew addition2025-12-312026-01-15 XYL XYLEM INC1.7K shares0.00%2025-12-312026-01-15 TRP TC ENERGY CORP4.3K shares0.00%2025-12-312026-01-15 ABBNY ABB LTD SP ADR3.1K shares0.03%2025-12-312026-01-15 FTEC FIDELITY MSCI INFORMATION TECH1.0K shares0.00%2025-12-312026-01-15 BKNG BOOKING HOLDINGS INC43 shares0.00%2025-12-312026-01-15 ONEQ FIDELITY NASDAQ COMPOSITE INDE2.5K shares-10.65%2025-12-312026-01-15 TOST TOAST INC CL A6.5K sharesnew addition2025-12-312026-01-15 USMV ISHARES MSCI USA MIN VOL FACTO2.4K shares0.00%2025-12-312026-01-15 SPGI S&P GLOBAL INC433 shares-0.46%2025-12-312026-01-15 SJM SMUCKER J M CO NEW2.3K shares0.00%2025-12-312026-01-15 OKE ONEOK INC3.0K shares-0.56%2025-12-312026-01-15 HEFA ISHARES CURRENCY HEDGED MSCI E5.3K shares0.00%2025-12-312026-01-15 AMCR AMCOR PLC26.0K shares-0.77%2025-12-312026-01-15 VBK VANGUARD SMALL-CAP GROWTH INDE715 shares0.00%2025-12-312026-01-15 MCO MOODYS CORP410 sharesnew addition2025-12-312026-01-15 FCX FREEPORT-MCMORAN INC CL B4.1K sharesnew addition2025-12-312026-01-15 MU MICRON TECHNOLOGY INC728 sharesnew addition2025-12-312026-01-15 CL COLGATE PALMOLIVE CO2.6K sharesnew addition2025-12-312026-01-15 TSM TAIWAN SEMICONDUCTOR MFG LTD S670 sharesnew addition2025-12-312026-01-15 SCHX SCHWAB U.S. LARGE-CAP ETF7.5K sharesnew addition2025-12-312026-01-15 ELTX ELICIO THERAPEUTICS INC10.0K shares0.00%2025-12-312026-01-15 PRQR PROQR THRAPEUTICS NV EURO25.0K sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available