MOODY LYNN & LIEBERSON, INC.
RIA/Wealth
MOODY LYNN & LIEBERSON, INC. is a RIA/Wealth based in Boston, MA led by Robert Alan Lieberson, reporting $2.2B in AUM as of Q3 2025 with AVGO as the largest holding (7% allocation).
Managing PartnerRobert Alan Lieberson
- Portfolio Value
- $1.8B
- Positions
- 231
- Top Holding
- AVGO at 6.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MOODY LYNN & LIEBERSON, INC.'s portfolio (44.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $127.2M | 6.96% | -$8.6M Sold | 0.01% 385.6K shares | |
Semiconductors Technology | $120.4M | 6.58% | -$1.3M Sold | 0.00% 645.2K shares | |
Software - Infrastructure Technology | $100.4M | 5.49% | +$222.2K Bought | 0.00% 193.9K shares | |
Internet Content & Information Communication Services | $97.5M | 5.33% | +$4.8M Bought | 0.00% 401.1K shares | |
Consumer Electronics Technology | $70.3M | 3.84% | +$4.6M Bought | 0.00% 276.0K shares | |
Unknown Unknown | $67.4M | 3.68% | -$2.2M Sold | — 189.5K shares | |
Banks - Diversified Financial Services | $62.8M | 3.44% | +$50.2K Bought | 0.01% 199.2K shares | |
Drug Manufacturers - General Healthcare | $61.8M | 3.38% | -$650.8K Sold | 0.01% 81.0K shares | |
Specialty Retail Consumer Cyclical | $54.8M | 2.99% | -$256.2K Sold | 0.00% 249.4K shares | |
Asset Management Financial Services | $49.2M | 2.69% | +$1.6M Bought | 0.04% 287.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MOODY LYNN & LIEBERSON, INC.'s latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MOODY LYNN & LIEBERSON, INC.
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