Moody Lynn Lieberson & Walker LLC

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Moody Lynn Lieberson & Walker LLC
CRD #283549
SEC #801-107685
CIK #0000938592
AUM $1.6 BB (2024-03-27)
Employees 13 (62% Investors, 0% Brokers)
Phone617-973-0590
AddressOne Boston Place
Boston, MA 02108
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
19001520114076038002009201420192025
CIK Period
0000938592
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Nvidia Corp 399,550.0 103.8
Broadcom Inc 201,282.9 93.2
Microsoft Corp 1,918,222.4 87.1
Lilly Eli & Co 301,789.7 82.8
Alphabet Inc 1,475,138.5 72.5
Apple Inc 2,382,844.0 64.3
Amazon Com Inc 1,092,997.8 42.1
J P Morgan Chase & Co 340,169.2 39.1
Waste Management Inc 61,816.0 38.7
Mastercard Inc 309,583.1 34.8
Blackstone Group LP 69,051.8 34.0
SPDR Gold Trust 33.0
Linde PLC 147,499.4 28.4
Thermo Fisher Scientific Inc 209,733.6 27.4
AbbVie Inc 269,466.6 26.6
Vertex Pharmaceuticals Inc / Ma 70,632.1 26.4
Abbott Laboratories 187,298.3 24.7
Eaton Corp Ltd 51,598.7 24.5
Netflix Inc 79,791.6 24.0
Stryker Corp 74,798.9 23.5
ServiceNow Inc 94,905.7 23.2
Home Depot Inc 277,648.0 23.1
Morgan Stanley 136,724.0 20.7
Lockheed Martin Corp 111,953.9 18.9
Chevron Corp 294,604.1 18.2
PepsiCo Inc 226,773.9 17.9
Johnson & Johnson 465,600.2 16.7
Merck & Co Inc 232,371.9 16.5
VISA Inc 419,260.5 13.1
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
Other India Wharf LP 2011-12-14 13.2
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 547 1,427.6
(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 13.2
(g) Pension and profit sharing plans 14 89.8
(h) Charitable organizations 31 78.5
(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 976 1,609.1
By Discretionary
Discretionary 976 1,609.1
Non-Discretionary 0 0.0
Total 976 1,609.1
By Non-United States Persons
Non-United States Persons 18.5
United States Persons 1,590.6
Total 976 1,609.1
EDGAR Form CIK 2011 - 2024
13F-HR [0000938592]
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Nadler Financial Group Inc
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