MOODY LYNN & LIEBERSON, LLC - Portfolio overview

MOODY LYNN & LIEBERSON, LLC has 232 reported holdings in this dataset, with the latest filing dated 2025-10-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 6.92%
2. NVDA - NVIDIA CORPORATION, 6.55%
3. MSFT - MICROSOFT CORP, 5.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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