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Moody LYNN & Lieberson, LLC
Moody, Lynn, Lieberson & Walker, LLC (formerly Moody Lynn & Lieberson, LLC) is an independent, employee-owned investment adviser headquartered in Boston, Massachusetts. Founded in 1989, the firm provides personalized investment management and financial advisory services for individuals, families, trusts, pension and profit-sharing plans, charities, foundations, and endowments. The team consists of about 12 employees, including 8 dedicated investment advisors, and serves a diverse clientele with a high-touch, relationship-driven approach. Their consistently strong track record and deep experience support their reputation in the industry.
Investment Strategy
The firm pursues a disciplined, multi-factor investment strategy rooted in identifying companies with sustainable revenue and profit growth, trading below intrinsic value. It emphasizes fundamental and technical analysis, focusing on high-quality growth stocks and sector selection informed by secular trends in the global economy. Research is conducted in-house, including company meetings and industry visits, with a global perspective on opportunities. Portfolios are diversified using individual securities, including equities, fixed income, and convertibles. The investment process includes active monitoring and strict sell discipline to control risk, always aligning portfolio construction with each client's unique goals and objectives.
Latest 13F Filing Activity
Moody LYNN & Lieberson, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 232 equity positions with a total 13F market value of $2B. The fund increased holdings in Alphabet Inc. Cap Stock CL A, Nvidia Corporation, Apple Inc. among other positions. Moody LYNN & Lieberson, LLC reduced exposure to Hubspot Inc., Berkshire Hathaway Inc. CL B Ne, Servicenow Inc. among others.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.85% | $127.2M | 385,614 | $40.08 | $329.91 | +$13.7M |
N NVDA | NVIDIA CORPORATION | 6.48% | $120.4M | 645,220 | $21.05 | $186.58 | +$17.4M |
M MSFT | MICROSOFT CORP | 5.40% | $100.4M | 193,857 | $99.62 | $517.95 | +$4.2M |
| ALPHABET INC CAP STOCK CL A | 5.25% | $97.5M | 401,136 | $119.68 | $243.10 | +$30.3M | |
A AAPL | APPLE INC | 3.78% | $70.3M | 275,959 | $81.94 | $254.63 | +$17.3M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
D David Walker | Chief Investment Officer | Boston, MA , United States | |
E Eric Warasta | Principal and Portfolio Manager | Boston, MA , United States | |
 | Principal | Boston, MA , United States | |
 | Trading Associate | Boston, MA , United States | |
C Cfp® Nicholas Fitzgerald | Vice President and Portfolio Manager | Boston, MA , United States | |
 | Associate | Boston, MA , United States |
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