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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Moody Lynn Lieberson & Walker LLC
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| CRD # | 283549 |
| SEC # | 801-107685 |
| CIK # | 0000938592 |
| AUM | $2.2 B (2025-04-02) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 617-973-0590 |
| Address | One Boston Place Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 113.5 | ||
| Nvidia Corp | 103.0 | ||
| Microsoft Corp | 96.2 | ||
| Alphabet Inc | 67.2 | ||
| Lilly Eli & Co | 63.8 | ||
| SPDR Gold Trust | 59.6 | ||
| J P Morgan Chase & Co | 57.7 | ||
| Amazon Com Inc | 55.0 | ||
| Apple Inc | 52.9 | ||
| Netflix Inc | 47.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | India Wharf LP | 2011-12-14 | 14.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 493 | 2.0 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.1 |
| (h) Charitable organizations | 31 | 0.1 |
| (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 | 1,011 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,011 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,011 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,011 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000938592] |
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