0000938592-15-000001.txt : 20150128 0000938592-15-000001.hdr.sgml : 20150128 20150128145915 ACCESSION NUMBER: 0000938592-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150128 DATE AS OF CHANGE: 20150128 EFFECTIVENESS DATE: 20150128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOODY LYNN & LIEBERSON, INC. CENTRAL INDEX KEY: 0000938592 IRS NUMBER: 042972753 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04788 FILM NUMBER: 15554560 BUSINESS ADDRESS: STREET 1: ONE BOSTON PLACE CITY: BOSTON STATE: MA ZIP: 02108 BUSINESS PHONE: 6179730590 MAIL ADDRESS: STREET 1: ONE BOSTON PLACE CITY: BOSTON STATE: MA ZIP: 02108 FORMER COMPANY: FORMER CONFORMED NAME: MOODY LYNN & CO/ DATE OF NAME CHANGE: 19990319 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000938592 XXXXXXXX 12-31-2014 12-31-2014 MOODY LYNN & LIEBERSON, INC.

ONE BOSTON PLACE BOSTON MA 02108

13F HOLDINGS REPORT 028-04788 N BRIAN D GOWELL 617-973-0590 BRIAN D GOWELL BOSTON MA 01-28-2015 0 190 701566 false INFORMATION TABLE 2 sec13f4q2014.xml 3M COMPANY COM 88579Y101 6448 39242 SH SOLE 39242 0 0 A T & T INC COM 00206R102 1642 48877 SH SOLE 48877 0 0 ABBOTT LABS COM 002824100 311 6916 SH SOLE 6916 0 0 ABBVIE INC COM COM 00287Y109 1646 25153 SH SOLE 25153 0 0 ACE LTD SHS COM H0023R105 1989 17312 SH SOLE 17312 0 0 ACTAVIS PLC SHS COM G0083B108 7506 29161 SH SOLE 29161 0 0 AIR PRODS & CHEMS INC COM 009158106 492 3411 SH SOLE 3411 0 0 AIRGAS INC COM 009363102 714 6200 SH SOLE 6200 0 0 ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 11586 111468 SH SOLE 111468 0 0 ALPS ETF TR ALERIAN MLP COM 00162Q866 1106 63136 SH SOLE 63136 0 0 ALTRIA GROUP INC COM 02209S103 2386 48434 SH SOLE 48434 0 0 AMERICAN INTERNATIONAL GROUP I COM 026874784 11110 198353 SH SOLE 198353 0 0 AMGEN INC COM 031162100 19069 119710 SH SOLE 119710 0 0 ANNALY MTG MGMT INC COM COM 035710409 1256 116193 SH SOLE 116193 0 0 APPLE INC. COM 037833100 19172 173691 SH SOLE 173691 0 0 ATMOS ENERGY CORP COM COM 049560105 306 5484 SH SOLE 5484 0 0 AUTOMATIC DATA PROCESSING COM 053015103 2062 24736 SH SOLE 24736 0 0 AVAGO TECHNOLOGIES LTD SHS COM Y0486S104 609 6054 SH SOLE 6054 0 0 BAIDU INC SPON ADR REP A COM 056752108 10406 45647 SH SOLE 45647 0 0 BANK OF AMERICA COM 060505104 10028 560545 SH SOLE 560545 0 0 BANK OF THE OZARKS INC COM COM 063904106 679 17894 SH SOLE 17894 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 20357 135579 SH SOLE 135579 0 0 BIOGEN IDEC INC COM 09062X103 17418 51311 SH SOLE 51311 0 0 BLACKROCK INC CL A COM 09247X101 7336 20516 SH SOLE 20516 0 0 BLACKSTONE MTG TR INC COM CL A COM 09257W100 3136 107630 SH SOLE 107630 0 0 BNY MELLON FDS TR FOC EQTOPP I MUTUAL FUNDS 05569M459 234 15632 SH SOLE 15632 0 0 BNY MELLON FDS TR INCM STKFD I MUTUAL FUNDS 05569M400 266 29520 SH SOLE 29520 0 0 BNY MELLON FDS TR MIDCP STK IN MUTUAL FUNDS 05569M608 297 20025 SH SOLE 20025 0 0 BOEING CO COM 097023105 6721 51706 SH SOLE 51706 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2173 36818 SH SOLE 36818 0 0 BURLINGTON STORES INC COM COM 122017106 1104 23370 SH SOLE 23370 0 0 CELGENE CORP COM COM 151020104 19049 170295 SH SOLE 170295 0 0 CHENIERE ENERGY PTNRS LP HLDCO COM 16411W108 1045 46367 SH SOLE 46367 0 0 CHEVRONTEXACO CORPORATION COM 166764100 5010 44660 SH SOLE 44660 0 0 CHURCH & DWIGHT CO COM 171340102 329 4170 SH SOLE 4170 0 0 CISCO SYS INC COM 17275R102 2978 107076 SH SOLE 107076 0 0 COCA COLA CO COM 191216100 1780 42171 SH SOLE 42171 0 0 COLGATE PALMOLIVE CO COM 194162103 320 4620 SH SOLE 4620 0 0 CONCHO RES INC COM COM 20605P101 414 4155 SH SOLE 4155 0 0 CONOCOPHILLIPS COM 20825C104 1974 28580 SH SOLE 28580 0 0 COVIDIEN PLC COM G2554F113 914 8940 SH SOLE 8940 0 0 CROWN HOLDINGS INC COM COM 228368106 290 5699 SH SOLE 5699 0 0 CUBIST PHARMACEUTICALS INC COM COM 229678107 576 5718 SH SOLE 5718 0 0 CULLEN FROST BANKERS INC COM COM 229899109 253 3577 SH SOLE 3577 0 0 CVS CORPORATION COM 126650100 4993 51840 SH SOLE 51840 0 0 DEVON ENERGY CORP NEW COM 25179M103 590 9637 SH SOLE 9637 0 0 DIAGEO PLC COM 25243Q205 5289 46361 SH SOLE 46361 0 0 DISNEY WALT PRODUCTIONS COM 254687106 16805 178412 SH SOLE 178412 0 0 DOMINION RES INC VA NEW COM 25746U109 6697 87089 SH SOLE 87089 0 0 DOUBLELINE FDS TR SHIL EN CAPE MUTUAL FUNDS 258620822 182 15300 SH SOLE 15300 0 0 EATON VANCE CORP COM 278265103 1241 30323 SH SOLE 30323 0 0 ECOLAB INC COM 278865100 12882 123248 SH SOLE 123248 0 0 ENERGY TRANSFER EQUITY LP COM 29273V100 2736 47689 SH SOLE 47689 0 0 ENTERPRISE PRODS PARTNERS LP U COM 293792107 1777 49192 SH SOLE 49192 0 0 EOG RESOURCES INC. COM 26875P101 5356 58172 SH SOLE 58172 0 0 EQT CORP COM 26884L109 837 11053 SH SOLE 11053 0 0 EXXON MOBIL CORP COM 30231G102 10437 112897 SH SOLE 112897 0 0 F5 NETWORKS INC COM COM 315616102 320 2453 SH SOLE 2453 0 0 FACEBOOK INC CL A COM 30303M102 12094 155014 SH SOLE 155014 0 0 FASTENAL CO COM 311900104 2484 52220 SH SOLE 52220 0 0 FEDEX CORP COM 31428X106 4502 25925 SH SOLE 25925 0 0 FIDELITY NATIONAL INFORMATION COM 31620M106 208 3345 SH SOLE 3345 0 0 FISERV INC COM 337738108 2557 36023 SH SOLE 36023 0 0 GENERAL ELEC CO COM 369604103 2146 84934 SH SOLE 84934 0 0 GENERAL MILLS INC COM 370334104 240 4500 SH SOLE 4500 0 0 GENUINE PARTS CO COM 372460105 14187 133126 SH SOLE 133126 0 0 GEO GROUP INC NEW COM COM 36162J106 1184 29331 SH SOLE 29331 0 0 GILEAD SCIENCES COM 375558103 4411 46799 SH SOLE 46799 0 0 GOGO INC COM COM 38046C109 340 20574 SH SOLE 20574 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 3350 17284 SH SOLE 17284 0 0 GOLUB CAPITAL BDC INC COM 38173M102 826 46046 SH SOLE 46046 0 0 GOOGLE INC CL A COM 38259P508 4107 7739 SH SOLE 7739 0 0 GOOGLE INC CL C COM 38259P706 2719 5166 SH SOLE 5166 0 0 GOPRO INC CL A COM 38268T103 240 3800 SH SOLE 3800 0 0 GRUPO AEROPORTUARIO DEL SURESP COM 40051E202 278 2106 SH SOLE 2106 0 0 H R BLOCK INC COM 093671105 302 8957 SH SOLE 8957 0 0 HARRIS CORPORATION COM 413875105 301 4196 SH SOLE 4196 0 0 HARSCO CORP COM 415864107 355 18788 SH SOLE 18788 0 0 HARTFORD FINANCIAL SERVICES COM 416515104 358 8577 SH SOLE 8577 0 0 HOME DEPOT INC COM 437076102 396 3769 SH SOLE 3769 0 0 ILLINOIS TOOL WORKS INC COM 452308109 8353 88200 SH SOLE 88200 0 0 ILLUMINA INC COM COM 452327109 560 3034 SH SOLE 3034 0 0 INDIA FUND INC. COM 454089103 911 35300 SH SOLE 35300 0 0 INTUIT INC COM 461202103 6215 67416 SH SOLE 67416 0 0 ISHARES TR FTSE XNHUA IDX COM 464287184 2064 49580 SH SOLE 49580 0 0 ISHARES TR RSSLL 2000 INDX COM 464287655 3068 25652 SH SOLE 25652 0 0 ISHARES TR RUSSELL 2000 GR COM 464287648 582 4085 SH SOLE 4085 0 0 ISHARES TR RUSSELL 2000 VA COM 464287630 610 6000 SH SOLE 6000 0 0 ISHARES TR RUSSL 1000 GRWT COM 464287614 8224 86014 SH SOLE 86014 0 0 ISHARES TR S&P 500 INDEX COM 464287200 301 1455 SH SOLE 1455 0 0 ISHARES TR S&P MIDCAP 400 COM 464287507 826 5702 SH SOLE 5702 0 0 JOHNSON & JOHNSON COM 478160104 16529 158066 SH SOLE 158066 0 0 JPMORGAN CHASE & CO ALERIAN ML COM 46625H365 205 4465 SH SOLE 4465 0 0 KEYCORP COM 493267108 283 20362 SH SOLE 20362 0 0 KINDER MORGAN INC DEL COM COM 49456B101 1138 26889 SH SOLE 26889 0 0 LAUDER ESTEE COS INC CL A COM 518439104 320 4200 SH SOLE 4200 0 0 LDR HLDG CORP COM COM 50185U105 322 9810 SH SOLE 9810 0 0 LEAR CORP COM NEW COM 521865204 433 4410 SH SOLE 4410 0 0 LIBERTY BROADBAND CORP COM SER COM 530307107 467 9326 SH SOLE 9326 0 0 LIBERTY BROADBAND CORP COM SER COM 530307305 927 18609 SH SOLE 18609 0 0 LIBERTY MEDIA CORP DELAWARE CL COM 531229102 1327 37638 SH SOLE 37638 0 0 LIBERTY MEDIA CORP DELAWARE CO COM 531229300 2614 74631 SH SOLE 74631 0 0 LILLY ELI & CO COM 532457108 2695 39069 SH SOLE 39069 0 0 LOWES CO COM 548661107 10351 150448 SH SOLE 150448 0 0 MACYS INC COM COM 55616P104 7043 107111 SH SOLE 107111 0 0 MAGELLAN MIDSTREAM PARTNERS LP COM 559080106 5938 71835 SH SOLE 71835 0 0 MAGNA INTL INC CL A COM 559222401 433 3987 SH SOLE 3987 0 0 MALLINCKRODT PUB LTD CO SHS COM G5785G107 4853 49010 SH SOLE 49010 0 0 MASTERCARD INC CL A COM 57636Q104 15600 181060 SH SOLE 181060 0 0 MCDONALDS CORP COM 580135101 1749 18665 SH SOLE 18665 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 345 3430 SH SOLE 3430 0 0 MEDIVATION INC COM COM 58501N101 485 4870 SH SOLE 4870 0 0 MEDTRONIC INC COM 585055106 16360 226592 SH SOLE 226592 0 0 MERCK & COMPANY COM 58933Y105 9661 170113 SH SOLE 170113 0 0 METLIFE INC COM 59156R108 220 4070 SH SOLE 4070 0 0 MICROSOFT CORP COM 594918104 19907 428575 SH SOLE 428575 0 0 MONMOUTH REAL ESTATE INVT TRCO COM 609720107 442 39951 SH SOLE 39951 0 0 NESTLE S A ADR COM 641069406 5070 69056 SH SOLE 69056 0 0 NEWELL RUBBERMAID INC. COM 651229106 370 9710 SH SOLE 9710 0 0 NEXTERA ENERGY INC COM COM 65339F101 255 2398 SH SOLE 2398 0 0 NIKE INC CLASS B COM 654106103 10201 106098 SH SOLE 106098 0 0 NORFOLK SOUTHN CORP COM 655844108 336 3063 SH SOLE 3063 0 0 NORTHEAST UTILS COM 664397106 305 5704 SH SOLE 5704 0 0 OCCIDENTAL PETE CORP COM 674599105 348 4322 SH SOLE 4322 0 0 OMNICOM GROUP COM 681919106 207 2671 SH SOLE 2671 0 0 PACKAGING CORP AMER COM COM 695156109 374 4797 SH SOLE 4797 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 301 19829 SH SOLE 19829 0 0 PEPSICO INC COM 713448108 8057 85207 SH SOLE 85207 0 0 PFIZER INC COM 717081103 2350 75435 SH SOLE 75435 0 0 PHILIP MORRIS INTL INC COM COM 718172109 257 3159 SH SOLE 3159 0 0 PHILLIPS 66 COM COM 718546104 5452 76039 SH SOLE 76039 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 345 8725 SH SOLE 8725 0 0 PNM RES INC COM COM 69349H107 353 11930 SH SOLE 11930 0 0 POWERSHARES QQQ TRUST COM 73935A104 3324 32192 SH SOLE 32192 0 0 PRAXAIR INC COM 74005P104 5088 39268 SH SOLE 39268 0 0 PRICELINE.COM INC COM 741503403 4106 3601 SH SOLE 3601 0 0 PRINCIPAL FINANCIAL GROUP INCO COM 74251V102 357 6876 SH SOLE 6876 0 0 PROCTER & GAMBLE COMPANY COM 742718109 1085 11915 SH SOLE 11915 0 0 QUESTAR CORP COM 748356102 200 7909 SH SOLE 7909 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 155 14665 SH SOLE 14665 0 0 ROCHE HLDG LTD SPONSORED ADR COM 771195104 7257 213730 SH SOLE 213730 0 0 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 444 5386 SH SOLE 5386 0 0 RYMAN HOSPITALITY PPTYS INC CO COM 78377T107 817 15484 SH SOLE 15484 0 0 SBA COMMUNICATIONS CORP CL A COM 78388J106 369 3329 SH SOLE 3329 0 0 SCHEIN HENRY INC COM COM 806407102 342 2515 SH SOLE 2515 0 0 SCHLUMBERGER COM 806857108 232 2714 SH SOLE 2714 0 0 SEALED AIR CORP NEW COM 81211K100 4134 97435 SH SOLE 97435 0 0 SELECT SECTOR SPDR TR SBI CONS COM 81369Y407 946 13111 SH SOLE 13111 0 0 SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 520 7605 SH SOLE 7605 0 0 SIGNATURE BK NEW YORK N Y COM COM 82669G104 373 2959 SH SOLE 2959 0 0 SIRONA DENTAL SYSTEMS INC COM COM 82966C103 748 8565 SH SOLE 8565 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 728 10014 SH SOLE 10014 0 0 SMUCKER J M CO COM 832696405 839 8304 SH SOLE 8304 0 0 SPDR DOW JONES INDL AVRG ETF COM 78467X109 1500 8434 SH SOLE 8434 0 0 SPDR FD FINANCIAL COM 81369Y605 4155 168014 SH SOLE 168014 0 0 SPDR GOLD TRUST GOLD SHS COM 78463V107 664 5340 SH SOLE 5340 0 0 SPDR TR UNIT SER 1 COM 78462F103 18266 88867 SH SOLE 88867 0 0 ST. JUDE MEDICAL INC COM 790849103 292 4496 SH SOLE 4496 0 0 STAG INDL INC COM COM 85254J102 5119 208948 SH SOLE 208948 0 0 STARBUCKS CORP COM COM 855244109 3819 46540 SH SOLE 46540 0 0 STRATASYS LTD SHS COM M85548101 1396 16801 SH SOLE 16801 0 0 SVB FINL GROUP COM COM 78486Q101 203 1750 SH SOLE 1750 0 0 TARGET CORP COM 87612E106 1529 20146 SH SOLE 20146 0 0 TASER INTL INC COM COM 87651B104 311 11745 SH SOLE 11745 0 0 TD AMERITRADE HOLDING CORP COM 87236Y108 324 9064 SH SOLE 9064 0 0 TESORO CORP COM COM 881609101 7000 94153 SH SOLE 94153 0 0 TEVA PHARMACEUTICAL INDS LTDAD COM 881624209 9478 164800 SH SOLE 164800 0 0 TORTOISE ENERGY INFRSTRCTR COM COM 89147L100 641 14642 SH SOLE 14642 0 0 TRANSDIGM GROUP INC COM COM 893641100 204 1040 SH SOLE 1040 0 0 TRAVELERS COMPANIES INC COM 89417E109 8030 75859 SH SOLE 75859 0 0 UNDER ARMOUR INC CL A COM 904311107 1305 19214 SH SOLE 19214 0 0 UNION PAC CORP COM 907818108 12836 107746 SH SOLE 107746 0 0 UNITED PARCEL SERVICE COM 911312106 9903 89077 SH SOLE 89077 0 0 V F CORP COM 918204108 8064 107665 SH SOLE 107665 0 0 VANGUARD DIVIDEND APPRCTN FD COM 921908844 806 9930 SH SOLE 9930 0 0 VANGUARD EMERGING MKTS ETF COM 922042858 215 5360 SH SOLE 5360 0 0 VANGUARD INDEX TR 500 PORTFOLI MUTUAL FUNDS 922908108 992 5226 SH SOLE 5226 0 0 VANGUARD INDEX TR STK MRK VIPE COM 922908769 893 8427 SH SOLE 8427 0 0 VANGUARD INTL EQUITY INDEX FAL COM 922042775 1243 26530 SH SOLE 26530 0 0 VANGUARD TAX-MANAGED INTL FDMS COM 921943858 479 12649 SH SOLE 12649 0 0 VERIZON COMMUNICATIONS COM 92343V104 2429 51916 SH SOLE 51916 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 4323 36390 SH SOLE 36390 0 0 VISA INC COM CL A COM 92826C839 4466 17031 SH SOLE 17031 0 0 WALGREENS BOOTS ALLIANCE INC C COM 931427108 10402 136507 SH SOLE 136507 0 0 WAL-MART STORES INC COM 931142103 320 3725 SH SOLE 3725 0 0 WELLS FARGO NEW COM 949746101 10077 183819 SH SOLE 183819 0 0 WHITEWAVE FOODS CO COM CL A COM 966244105 5781 165207 SH SOLE 165207 0 0 WISDOMTREE TRUST INDIA ERNGS F COM 97717W422 6189 280674 SH SOLE 280674 0 0 WISDOMTREE TRUST JAPN HEDGE EQ COM 97717W851 6321 128394 SH SOLE 128394 0 0 YAHOO INC COM 984332106 345 6839 SH SOLE 6839 0 0