Moody Lynn & Lieberson LLC

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Moody Lynn & Lieberson LLC
CRD #106000
SEC #801-32571
CIK #0000938592
AUM
Employees 10 (60% Investors, 0% Brokers)
Phone617-973-0590
AddressOne Boston Place
Boston, MA 02108
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
110088066044022001999200720152024
CIK Period
0000938592
Sector Form 13F Holdings Value ($M)
Broadcom Inc 113.5
Nvidia Corp 103.0
Microsoft Corp 96.2
Alphabet Inc 67.2
Lilly Eli & Co 63.8
SPDR Gold Trust 59.6
J P Morgan Chase & Co 57.7
Amazon Com Inc 55.0
Apple Inc 52.9
Netflix Inc 47.8
Mastercard Inc 44.7
Waste Management Inc 43.3
Blackstone Group LP 41.7
Abbott Laboratories 36.4
Morgan Stanley 35.6
Stryker Corp 34.7
ServiceNow Inc 34.0
AbbVie Inc 32.0
Linde PLC 30.8
Eaton Corp Ltd 30.5
Vertex Pharmaceuticals Inc / Ma 25.9
Home Depot Inc 25.1
GE Vernova Inc 19.4
Thermo Fisher Scientific Inc 16.2
Johnson & Johnson 15.6
Hitachi Ltd 14.9
Intercontinentalexchange Group Inc 14.2
Northrop Grumman Corp /DE/ 14.2
Southern Co 14.2
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 718 961.8
By Discretionary
Discretionary 718 961.8
Non-Discretionary 0 0.0
Total 718 961.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 961.8
Total 718 961.8
EDGAR Form CIK 2011 - 2025
13F-HR [0000938592]
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