|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Moody Lynn Lieberson & Walker LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0000938592 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 113.5 | ||
| Nvidia Corp | 103.0 | ||
| Microsoft Corp | 96.2 | ||
| Alphabet Inc | 67.2 | ||
| Lilly Eli & Co | 63.8 | ||
| SPDR Gold Trust | 59.6 | ||
| J P Morgan Chase & Co | 57.7 | ||
| Amazon Com Inc | 55.0 | ||
| Apple Inc | 52.9 | ||
| Netflix Inc | 47.8 | ||
| Mastercard Inc | 44.7 | ||
| Waste Management Inc | 43.3 | ||
| Blackstone Group LP | 41.7 | ||
| Abbott Laboratories | 36.4 | ||
| Morgan Stanley | 35.6 | ||
| Stryker Corp | 34.7 | ||
| ServiceNow Inc | 34.0 | ||
| AbbVie Inc | 32.0 | ||
| Linde PLC | 30.8 | ||
| Eaton Corp Ltd | 30.5 | ||
| Vertex Pharmaceuticals Inc / Ma | 25.9 | ||
| Home Depot Inc | 25.1 | ||
| GE Vernova Inc | 19.4 | ||
| Thermo Fisher Scientific Inc | 16.2 | ||
| Johnson & Johnson | 15.6 | ||
| Hitachi Ltd | 14.9 | ||
| Intercontinentalexchange Group Inc | 14.2 | ||
| Northrop Grumman Corp /DE/ | 14.2 | ||
| Southern Co | 14.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
International Assets Investment Management LLC
✚
|
FL | 2.2 |
|
CKW Financial Group LLC
✚
|
HI | 2.2 |
|
Coho Partners Ltd
✚
|
PA | 2.2 |
|
Glassman Wealth Services LLC
✚
|
VA | 2.2 |
|
Maple Capital Management Inc
✚
|
VT | 2.2 |
|
Tributary Capital Management LLC
✚
|
NE | 2.2 |
|
Rockwood Wealth Management LLC
✚
|
PA | 2.2 |
|
Drive Wealth Management LLC
✚
|
UT | 2.2 |
|
Shufro Rose & Co LLC
✚
|
NY | 2.2 |
|
Duncan Williams Asset Management LLC
✚
|
TN | 2.2 |