Filed: 1/21/2025ACC: 0000938592-25-000001
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 246 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
246
Positions
$1.63B
Total AUM (reported)
8.76M
Total Shares
Allocation by class
COM$1.53B93.5%
ETF$86.57M5.3%
MF$19.90M1.2%
ADR$205.7K0.0%
Portfolio Concentration
Top 3$296.00M18.1%
4–10$414.07M25.4%
11–25$453.04M27.8%
Rest$468.87M28.7%
Top 3 weight
18.1%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 8.76M
Sole
Full voting authority
8.76M
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)
Sole246
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings246
Rows:
BROADCOM INC
SOLEShares508.90K
TypeSH
Market value$117.98M
7.23%
Sole
508.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares723.10K
TypeSH
Market value$97.11M
5.95%
Sole
723.10K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares191.97K
TypeSH
Market value$80.92M
4.96%
Sole
191.97K
Shared
0.00
None
0.00
APPLE INC
SOLEShares305.26K
TypeSH
Market value$76.44M
4.68%
Sole
305.26K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares394.40K
TypeSH
Market value$74.66M
4.57%
Sole
394.40K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares85.38K
TypeSH
Market value$65.91M
4.04%
Sole
85.38K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares238.80K
TypeSH
Market value$52.39M
3.21%
Sole
238.80K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares110.30K
TypeSH
Market value$50.00M
3.06%
Sole
110.30K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares277.57K
TypeSH
Market value$47.86M
2.93%
Sole
277.57K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares195.27K
TypeSH
Market value$46.81M
2.87%
Sole
195.27K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares187.40K
TypeSH
Market value$45.38M
2.78%
Sole
187.40K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares82.22K
TypeSH
Market value$43.30M
2.65%
Sole
82.22K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares187.63K
TypeSH
Market value$37.86M
2.32%
Sole
187.63K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares32.78K
TypeSH
Market value$34.75M
2.13%
Sole
32.78K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares35.71K
TypeSH
Market value$31.83M
1.95%
Sole
35.71K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares244.82K
TypeSH
Market value$30.78M
1.89%
Sole
244.82K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares155.95K
TypeSH
Market value$27.71M
1.70%
Sole
155.95K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares240.91K
TypeSH
Market value$27.25M
1.67%
Sole
240.91K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares64.56K
TypeSH
Market value$27.03M
1.66%
Sole
64.56K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares78.76K
TypeSH
Market value$26.14M
1.60%
Sole
78.76K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares67.16K
TypeSH
Market value$26.13M
1.60%
Sole
67.16K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares49.85K
TypeSH
Market value$25.93M
1.59%
Sole
49.85K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares69.58K
TypeSH
Market value$25.05M
1.54%
Sole
69.58K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares57.22K
TypeSH
Market value$23.04M
1.41%
Sole
57.22K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares42.93K
TypeSH
Market value$20.86M
1.28%
Sole
42.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 508.90K | SH | $117.98M 7.23% | 508.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 723.10K | SH | $97.11M 5.95% | 723.10K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 191.97K | SH | $80.92M 4.96% | 191.97K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 305.26K | SH | $76.44M 4.68% | 305.26K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 394.40K | SH | $74.66M 4.57% | 394.40K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 85.38K | SH | $65.91M 4.04% | 85.38K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 238.80K | SH | $52.39M 3.21% | 238.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 110.30K | SH | $50.00M 3.06% | 110.30K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 277.57K | SH | $47.86M 2.93% | 277.57K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 195.27K | SH | $46.81M 2.87% | 195.27K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 187.40K | SH | $45.38M 2.78% | 187.40K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 82.22K | SH | $43.30M 2.65% | 82.22K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 187.63K | SH | $37.86M 2.32% | 187.63K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 32.78K | SH | $34.75M 2.13% | 32.78K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 35.71K | SH | $31.83M 1.95% | 35.71K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 244.82K | SH | $30.78M 1.89% | 244.82K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 155.95K | SH | $27.71M 1.70% | 155.95K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 240.91K | SH | $27.25M 1.67% | 240.91K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 64.56K | SH | $27.03M 1.66% | 64.56K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 78.76K | SH | $26.14M 1.60% | 78.76K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 67.16K | SH | $26.13M 1.60% | 67.16K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 49.85K | SH | $25.93M 1.59% | 49.85K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 69.58K | SH | $25.05M 1.54% | 69.58K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 57.22K | SH | $23.04M 1.41% | 57.22K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 42.93K | SH | $20.86M 1.28% | 42.93K | 0.00 | 0.00 |
Page 1 of 10
…