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Moody Lynn Lieberson & Walker, LLC

Q1 2025 Holdings

Filed 2025-04-28 | 244 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Sony Group Corporation SP ADR(SONY)COM835699307$1.5M59,2270.1%
Chipotle Mexican Grill Inc(CMG)COM169656105$1.5M30,4460.1%
Grainger W W Inc(GWW)COM384802104$1.6M1,5710.1%
Invesco S&P 500 Equal Weight E(RSP)ETF46137V357$1.6M9,4700.1%
Parker-Hannifin Corp(PH)COM701094104$1.6M2,7060.1%
Honeywell Intl Inc(HON)COM438516106$1.7M7,8490.1%
Illinois Tool Works Inc(ITW)COM452308109$1.8M7,2960.1%
Republic Services Inc(RSG)COM760759100$1.8M7,5420.1%
Crowdstrike Holdings Inc CL A(CRWD)COM22788C105$1.8M5,2400.1%
Arista Networks Inc(ANET)COM040413205$2.0M26,0600.1%
Amphenol Corp CL A(APH)COM032095101$2.2M33,0480.1%
Cisco Systems Inc(CSCO)COM17275R102$2.3M36,7110.1%
Cloudflare Inc CL A(NET)COM18915M107$2.4M20,9360.2%
Vanguard Index Funds 500 Index(VFIAX)MF922908710$2.4M4,5750.2%
Block Inc CL A(XYZ)COM852234103$2.4M43,9750.2%
Ishares Msci Japan ETF(EWJ)ETF46434G822$2.4M35,0090.2%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$2.7M58,0300.2%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$2.8M10,7990.2%
CRH PLC(CRH)COMG25508105$2.8M31,4090.2%
Unitedhealth Group Inc(UNH)COM91324P102$2.8M5,3510.2%
Accenture PLC Ireland Class A(ACN)COMG1151C101$2.8M8,9970.2%
Paypal Holdings Inc(PYPL)COM70450Y103$3.0M45,3220.2%
Meta Platforms Inc CL A(META)COM30303M102$3.0M5,1800.2%
Sherwin Williams Co(SHW)COM824348106$3.0M8,5740.2%
Coterra Energy Inc(CTRA)COM127097103$3.0M105,1990.2%
Idexx Laboratories Inc(IDXX)COM45168D104$3.0M7,2420.2%
Axon Enterprise Inc(AXON)COM05464C101$3.0M5,7890.2%
RTX Corporation COM(RTX)COM75513E101$3.1M23,5940.2%
Freeport-Mcmoran Inc CL B(FCX)COM35671D857$3.2M84,9900.2%
Ishares Msci Eafe ETF(EFA)ETF464287465$3.2M39,6250.2%
Fortinet Inc(FTNT)COM34959E109$3.3M34,0170.2%
Oracle Corp(ORCL)COM68389X105$3.4M24,5690.2%
Intl Business Machines(IBM)COM459200101$3.6M14,3810.2%
Costco Wholesale Corp(COST)COM22160K105$3.6M3,8400.2%
Spotify Technology SA(SPOT)COML8681T102$3.7M6,7630.2%
Church & Dwight Co Inc(CHD)COM171340102$3.8M34,7750.2%
Goldman Sachs Group Inc(GS)COM38141G104$4.1M7,4860.3%
American Express Co(AXP)COM025816109$4.1M15,3760.3%
Extra Space Storage Inc(EXR)COM30225T102$4.2M28,1700.3%
Merck & Co Inc(MRK)COM58933Y105$4.3M47,6710.3%
Amgen Inc(AMGN)COM031162100$4.7M14,9490.3%
Vanguard Total Stock Market in(VTI)ETF922908769$4.8M17,3870.3%
Vaneck Gold Miners ETF(GDX)COM92189F106$5.0M107,9840.3%
SAP SE SP ADR(SAP)COM803054204$5.2M19,2050.3%
Mondelez Intl Inc CL A(MDLZ)COM609207105$5.2M76,4230.3%
Marriott Intl Inc CL A(MAR)COM571903202$5.3M22,0620.3%
Automatic Data Processing Inc(ADP)COM053015103$5.7M18,5490.4%
General Electric Co New(GE)COM369604301$5.7M28,3840.4%
Texas Instruments Inc(TXN)COM882508104$6.6M36,9380.4%
Palo Alto Networks Inc(PANW)COM697435105$6.8M39,9930.4%
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