⚲
|
Moody Lynn Lieberson & Walker LLC
✚
| |
---|---|
CRD # | 283549 |
SEC # | 801-107685 |
CIK # | 0000938592 |
AUM | $1.6 BB (2024-03-27) |
Employees | 13 (62% Investors, 0% Brokers) |
Phone | 617-973-0590 |
Address | One Boston Place Boston, MA 02108 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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 | |
Prev | Page 1 | Next |
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | India Wharf LP | 2011-12-14 | 13.2 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 547 | 1,427.6 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 13.2 |
(g) Pension and profit sharing plans | 14 | 89.8 |
(h) Charitable organizations | 31 | 78.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 976 | 1,609.1 |
By Discretionary | ||
Discretionary | 976 | 1,609.1 |
Non-Discretionary | 0 | 0.0 |
Total | 976 | 1,609.1 |
By Non-United States Persons | ||
Non-United States Persons | 18.5 | |
United States Persons | 1,590.6 | |
Total | 976 | 1,609.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000938592] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Keebeck Partners LLC
✚
|
IL | 1.6 |
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |
AMI Asset Management Corp
✚
|
CA | 1.6 |
Crewe Advisors LLC
✚
|
UT | 1.6 |
Transamerica Financial Advisors Inc
✚
|
FL | 1.6 |
Pembroke Management Ltd
✚
|
1.6 | |
Nadler Financial Group Inc
✚
|
IL | 1.6 |
Private Wealth Asset Management LLC
✚
|
NE | 1.6 |
Greenline Partners LLC
✚
|
NY | 1.6 |
Albion Management Group
✚
|
UT | 1.6 |