Long-term investor
Moody Lynn Lieberson & Walker, LLC @moodylynnliebersonwalker
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000938592).
Record
- Tracked since 2025-06-30 (454 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +18.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 7.3% · long · since 2025-06-30
- NVDA · 6.7% · long · since 2025-06-30
- AVGO · 6.1% · long · since 2025-06-30
- LLY · 5.1% · long · since 2025-06-30
- AAPL · 4.3% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- GEV · 3.1% · long · since 2025-06-30
- GLD · 2.9% · long · since 2025-06-30
- MS · 2.8% · long · since 2025-06-30
- BRK-B · 2.6% · long · since 2025-06-30