Filed: 10/23/2024ACC: 0000938592-24-000006
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 255 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
255
Positions
$1.62B
Total AUM (reported)
9.36M
Total Shares
Allocation by class
COM$1.52B93.6%
ETF$82.64M5.1%
MF$20.73M1.3%
Portfolio Concentration
Top 3$263.58M16.2%
4–10$392.86M24.2%
11–25$447.98M27.6%
Rest$518.24M31.9%
Top 3 weight
16.2%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 9.36M
Sole
Full voting authority
9.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole255
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings255
Rows:
BROADCOM INC
SOLEShares521.99K
TypeSH
Market value$90.04M
5.55%
Sole
521.99K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares740.28K
TypeSH
Market value$89.90M
5.54%
Sole
740.28K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares194.36K
TypeSH
Market value$83.63M
5.15%
Sole
194.36K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares89.58K
TypeSH
Market value$79.37M
4.89%
Sole
89.58K
Shared
0.00
None
0.00
APPLE INC
SOLEShares305.48K
TypeSH
Market value$71.18M
4.39%
Sole
305.48K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares382.87K
TypeSH
Market value$63.50M
3.91%
Sole
382.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares110.45K
TypeSH
Market value$50.84M
3.13%
Sole
110.45K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares183.95K
TypeSH
Market value$44.71M
2.76%
Sole
183.95K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares276.83K
TypeSH
Market value$42.39M
2.61%
Sole
276.83K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares193.87K
TypeSH
Market value$40.88M
2.52%
Sole
193.87K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares210.25K
TypeSH
Market value$39.18M
2.41%
Sole
210.25K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares75.85K
TypeSH
Market value$37.45M
2.31%
Sole
75.85K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares179.32K
TypeSH
Market value$37.23M
2.29%
Sole
179.32K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares181.16K
TypeSH
Market value$35.78M
2.20%
Sole
181.16K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares54.98K
TypeSH
Market value$34.01M
2.10%
Sole
54.98K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares64.23K
TypeSH
Market value$30.63M
1.89%
Sole
64.23K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares65.21K
TypeSH
Market value$30.33M
1.87%
Sole
65.21K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares66.62K
TypeSH
Market value$26.99M
1.66%
Sole
66.62K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares235.11K
TypeSH
Market value$26.81M
1.65%
Sole
235.11K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares29.40K
TypeSH
Market value$26.30M
1.62%
Sole
29.40K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares78.29K
TypeSH
Market value$25.95M
1.60%
Sole
78.29K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares43.20K
TypeSH
Market value$25.25M
1.56%
Sole
43.20K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares35.39K
TypeSH
Market value$25.10M
1.55%
Sole
35.39K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares69.03K
TypeSH
Market value$24.94M
1.54%
Sole
69.03K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares211.48K
TypeSH
Market value$22.04M
1.36%
Sole
211.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 521.99K | SH | $90.04M 5.55% | 521.99K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 740.28K | SH | $89.90M 5.54% | 740.28K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 194.36K | SH | $83.63M 5.15% | 194.36K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 89.58K | SH | $79.37M 4.89% | 89.58K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 305.48K | SH | $71.18M 4.39% | 305.48K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 382.87K | SH | $63.50M 3.91% | 382.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 110.45K | SH | $50.84M 3.13% | 110.45K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 183.95K | SH | $44.71M 2.76% | 183.95K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 276.83K | SH | $42.39M 2.61% | 276.83K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 193.87K | SH | $40.88M 2.52% | 193.87K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 210.25K | SH | $39.18M 2.41% | 210.25K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 75.85K | SH | $37.45M 2.31% | 75.85K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 179.32K | SH | $37.23M 2.29% | 179.32K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 181.16K | SH | $35.78M 2.20% | 181.16K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 54.98K | SH | $34.01M 2.10% | 54.98K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 64.23K | SH | $30.63M 1.89% | 64.23K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 65.21K | SH | $30.33M 1.87% | 65.21K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 66.62K | SH | $26.99M 1.66% | 66.62K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 235.11K | SH | $26.81M 1.65% | 235.11K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 29.40K | SH | $26.30M 1.62% | 29.40K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 78.29K | SH | $25.95M 1.60% | 78.29K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 43.20K | SH | $25.25M 1.56% | 43.20K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 35.39K | SH | $25.10M 1.55% | 35.39K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 69.03K | SH | $24.94M 1.54% | 69.03K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 211.48K | SH | $22.04M 1.36% | 211.48K | 0.00 | 0.00 |
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