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Moody Lynn Lieberson & Walker, LLC

Q3 2025 Holdings

Filed 2025-10-20 | 259 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Dividend Appreciation(VIG)ETF921908844$1.1M5,3070.1%
Public Storage(PSA)COM74460D109$1.2M4,0160.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$1.2M9,7040.1%
TJX COS Inc(TJX)COM872540109$1.2M8,1160.1%
Trane Technologies PLC(TT)COMG8994E103$1.2M2,8010.1%
Ishares Russell 2000 ETF(IWM)ETF464287655$1.2M5,0620.1%
Union Pacific Corp(UNP)COM907818108$1.2M5,2440.1%
Bank of America Corp(BAC)COM060505104$1.3M24,3600.1%
Marriott Intl Inc CL A(MAR)COM571903202$1.3M5,0100.1%
Costco Wholesale Corp(COST)COM22160K105$1.3M1,4540.1%
Take-Two Interactive Software(TTWO)COM874054109$1.4M5,2720.1%
BlackRock Inc(BLK)COM09290D101$1.4M1,1820.1%
Heico Corp(HEI)COM422806109$1.4M4,3730.1%
Old Westbury Funds Inc Large CMF680414109$1.4M62,3720.1%
Iron Mountain Inc(IRM)COM46284V101$1.5M14,5690.1%
Grainger W W Inc(GWW)COM384802104$1.5M1,5730.1%
CRH PLC(CRH)COMG25508105$1.5M12,7640.1%
Spdr DOW Jones Industrial Aver(DIA)ETF78467X109$1.6M3,4660.1%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$1.6M2,7050.1%
Accenture PLC Ireland Class A(ACN)COMG1151C101$1.7M7,0780.1%
Republic Services Inc(RSG)COM760759100$1.8M7,6580.1%
Invesco S&P 500 Equal Weight E(RSP)ETF46137V357$1.8M9,3290.1%
Illinois Tool Works Inc(ITW)COM452308109$1.9M7,3000.1%
Astrazeneca PLC SP ADR(AZN)COM046353108$1.9M25,3220.1%
Parker-Hannifin Corp(PH)COM701094104$2.1M2,7580.1%
Axon Enterprise Inc(AXON)COM05464C101$2.2M3,0120.1%
Quanta Services Inc(PWR)COM74762E102$2.4M5,8340.1%
Church & Dwight Co Inc(CHD)COM171340102$2.4M27,8580.1%
Novartis AG SP ADR(NVSN)COM66987V109$2.4M19,0410.1%
Coterra Energy Inc(CTRA)COM127097103$2.5M105,2910.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.5M27,0100.1%
Cisco Systems Inc(CSCO)COM17275R102$2.5M37,1290.1%
Meta Platforms Inc CL A(META)COM30303M102$2.7M3,6640.1%
Vanguard Index Funds 500 Index(VFIAX)MF922908710$2.8M4,5790.2%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$2.9M6,2800.2%
Merck & Co Inc(MRK)COM58933Y105$3.1M36,5740.2%
Sony Group Corporation SP ADR(SONY)COM835699307$3.2M110,1180.2%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$3.3M10,2990.2%
Intuitive Surgical Inc New(ISRG)COM46120E602$3.3M7,4540.2%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$3.5M65,3700.2%
Wal-Mart Inc(WMT)COM931142103$3.7M36,3640.2%
Extra Space Storage Inc(EXR)COM30225T102$3.8M27,2370.2%
Cyberark Software LTDCOMM2682V108$4.0M8,1940.2%
Crowdstrike Holdings Inc CL A(CRWD)COM22788C105$4.0M8,0970.2%
BWX Technologies Inc(BWXT)COM05605H100$4.0M21,9530.2%
Amphenol Corp CL A(APH)COM032095101$4.2M33,7330.2%
Hubspot Inc(HUBS)COM443573100$4.2M9,0060.2%
Sherwin Williams Co(SHW)COM824348106$4.3M12,3550.2%
Idexx Laboratories Inc(IDXX)COM45168D104$4.7M7,2800.3%
Mondelez Intl Inc CL A(MDLZ)COM609207105$4.7M74,8820.3%
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