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Moody Lynn Lieberson & Walker, Llc

Portfolio Manager
Moody Lynn Lieberson & Walker, Llc
Performance
-7.85% (2026 Q1)
AUM (13F)
$1.78B
# of Holdings
250
Performance Rank
Allocation (Top 20)
63.78%

Moody Lynn Lieberson & Walker, Llc Holdings Map

Top 50 Moody Lynn Lieberson & Walker, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC CAP STOCK CL A
6.47%400.8K$115.3M
-0.06%(-246)
2025-Q1: 382.4K shares2025-Q2: 381.4K shares2025-Q3: 401.1K shares2025-Q4: 401.1K shares2026-Q1: 400.8K shares
$129.33(+200.33%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.29%642.6K$112.1M
-0.86%(-5.60K)
2025-Q1: 648.8K shares2025-Q2: 651.9K shares2025-Q3: 645.2K shares2025-Q4: 648.2K shares2026-Q1: 642.6K shares
$18.71(+950.44%)
2026-03-31
AVGO
BROADCOM INC
5.62%323.3K$100.1M
-1.53%(-5.02K)
2025-Q1: 415.1K shares2025-Q2: 411.7K shares2025-Q3: 385.6K shares2025-Q4: 328.3K shares2026-Q1: 323.3K shares
$38.08(+1022.32%)
2026-03-31
LLY
LILLY ELI & CO
4.31%83.4K$76.7M
-0.24%(-198)
2025-Q1: 84.0K shares2025-Q2: 81.8K shares2025-Q3: 81.0K shares2025-Q4: 83.6K shares2026-Q1: 83.4K shares
$173.18(+471.01%)
2026-03-31
GLD
SPDR GOLD SHARES
4.18%173.1K$74.5M
-6.88%(-12.79K)
2025-Q1: 199.3K shares2025-Q2: 195.5K shares2025-Q3: 189.5K shares2025-Q4: 185.9K shares2026-Q1: 173.1K shares
$163.52(+155.80%)
2026-03-31
MSFT
MICROSOFT CORP
4.06%195.3K$72.3M
+0.73%(+1.42K)
2025-Q1: 185.8K shares2025-Q2: 193.4K shares2025-Q3: 193.9K shares2025-Q4: 193.9K shares2026-Q1: 195.3K shares
$95.10(+332.58%)
2026-03-31
AAPL
APPLE INC
3.97%278.6K$70.7M
-0.20%(-568)
2025-Q1: 273.8K shares2025-Q2: 258.0K shares2025-Q3: 276.0K shares2025-Q4: 279.1K shares2026-Q1: 278.6K shares
$78.64(+261.38%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.33%201.5K$59.3M
-3.83%(-8.02K)
2025-Q1: 196.9K shares2025-Q2: 199.1K shares2025-Q3: 199.2K shares2025-Q4: 209.5K shares2026-Q1: 201.5K shares
$109.41(+182.79%)
2026-03-31
AMZN
AMAZON.COM INC
2.86%245.1K$51.0M
+0.96%(+2.34K)
2025-Q1: 238.6K shares2025-Q2: 250.6K shares2025-Q3: 249.4K shares2025-Q4: 242.7K shares2026-Q1: 245.1K shares
$113.47(+141.08%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC CL B NE
2.7%100.3K$48.1M
+2.56%(+2.50K)
2025-Q1: 110.3K shares2025-Q2: 105.7K shares2025-Q3: 88.7K shares2025-Q4: 97.8K shares2026-Q1: 100.3K shares
$303.30(+53.48%)
2026-03-31

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