0000938592-19-000001.txt : 20190129 0000938592-19-000001.hdr.sgml : 20190129 20190129132301 ACCESSION NUMBER: 0000938592-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190129 DATE AS OF CHANGE: 20190129 EFFECTIVENESS DATE: 20190129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOODY LYNN & LIEBERSON, LLC CENTRAL INDEX KEY: 0000938592 IRS NUMBER: 474400544 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04788 FILM NUMBER: 19548029 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 & LIEBERSON, INC. DATE OF NAME CHANGE: 20120508 FORMER COMPANY: FORMER CONFORMED NAME: MOODY LYNN & CO/ DATE OF NAME CHANGE: 19990319 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000938592 XXXXXXXX 12-31-2018 12-31-2018 MOODY LYNN & LIEBERSON, LLC

ONE BOSTON PLACE BOSTON MA 02108

13F HOLDINGS REPORT 028-04788 N BRIAN D GOWELL 617-973-0590 BRIAN D GOWELL BOSTON MA 01-29-2019 0 188 743990 false INFORMATION TABLE 2 sec13f4q2018.xml 3M COMPANY COM 88579Y101 4656 24436 SH SOLE 24436 0 0 A T & T INC COM 00206R102 820 28740 SH SOLE 28740 0 0 ABBOTT LABS COM 002824100 23021 318283 SH SOLE 318283 0 0 ABBVIE INC COM COM 00287Y109 215 2332 SH SOLE 2332 0 0 ACCENTURE PLC COM G1151C101 1237 8775 SH SOLE 8775 0 0 ADOBE SYS INC COM 00724F101 4681 20689 SH SOLE 20689 0 0 AIR PRODS & CHEMS INC COM 009158106 329 2055 SH SOLE 2055 0 0 ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 5188 37847 SH SOLE 37847 0 0 ALPHABET CLASS A COM 02079K305 18766 17959 SH SOLE 17959 0 0 ALPHABET CLASS C COM 02079K107 2144 2070 SH SOLE 2070 0 0 ALTRIA GROUP INC COM 02209S103 1364 27612 SH SOLE 27612 0 0 AMAZON COM INC COM COM 023135106 11332 7545 SH SOLE 7545 0 0 AMERICAN FINL GROUP INC OHIOCO COM 025932104 482 5319 SH SOLE 5319 0 0 AMERICAN TOWER REIT COM COM 03027X100 5251 33195 SH SOLE 33195 0 0 AMGEN INC COM 031162100 8656 44467 SH SOLE 44467 0 0 AMPHENOL CORP NEW CL A COM 032095101 648 8000 SH SOLE 8000 0 0 APPLE INC. COM 037833100 13436 85178 SH SOLE 85178 0 0 APTIV PLC SHS COM G6095L109 1507 24478 SH SOLE 24478 0 0 AUTOMATIC DATA PROCESSING COM 053015103 2157 16453 SH SOLE 16453 0 0 BALL CORP COM COM 058498106 349 7590 SH SOLE 7590 0 0 BANK OF AMERICA COM 060505104 14447 586322 SH SOLE 586322 0 0 BB&T CORP COM COM 054937107 433 10000 SH SOLE 10000 0 0 BECTON DICKINSON & CO COM 075887109 609 2703 SH SOLE 2703 0 0 BERKSHIRE HATHAWAY INC DEL COM 084670108 306 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 34182 167413 SH SOLE 167413 0 0 BIOGEN IDEC INC COM 09062X103 4837 16075 SH SOLE 16075 0 0 BLACKROCK INC CL A COM 09247X101 1429 3637 SH SOLE 3637 0 0 BLACKROCK MUNIVEST FD INC COM MUTUAL FUNDS 09253R105 99 12000 SH SOLE 12000 0 0 BLACKSTONE GROUP L P COM UNIT COM 09253U108 338 11350 SH SOLE 11350 0 0 BLACKSTONE MTG TR INC COM CL A COM 09257W100 6567 206114 SH SOLE 206114 0 0 BNY MELLON FDS TR INCM STKFD I MUTUAL FUNDS 05569M400 82 10578 SH SOLE 10578 0 0 BNY MELLON FDS TR MIDCP STK IN MUTUAL FUNDS 05569M608 288 20191 SH SOLE 20191 0 0 BOSTON SCIENTIFIC CORP COM COM 101137107 5882 166430 SH SOLE 166430 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 12985 249806 SH SOLE 249806 0 0 BROADCOM INC COM COM 11135F101 16425 64593 SH SOLE 64593 0 0 BROWN FORMAN CORP CL B COM 115637209 258 5432 SH SOLE 5432 0 0 CABOT CORP. COM 127055101 644 15000 SH SOLE 15000 0 0 CABOT OIL & GAS CORP COM 127097103 4276 191315 SH SOLE 191315 0 0 CHEVRONTEXACO CORPORATION COM 166764100 13272 121998 SH SOLE 121998 0 0 CHUBB LIMITED COM COM H1467J104 5590 43274 SH SOLE 43274 0 0 CHURCH & DWIGHT CO COM 171340102 2338 35549 SH SOLE 35549 0 0 CIENA CORP COM NEW COM 171779309 2283 67335 SH SOLE 67335 0 0 CIGNA CORP NEW COM 125523100 489 2575 SH SOLE 2575 0 0 CISCO SYS INC COM 17275R102 2787 64328 SH SOLE 64328 0 0 COCA COLA CO COM 191216100 18377 388117 SH SOLE 388117 0 0 COGNIZANT TECHNOLOGY SOLUTIOCL COM 192446102 314 4940 SH SOLE 4940 0 0 COLGATE PALMOLIVE CO COM 194162103 379 6372 SH SOLE 6372 0 0 COMCAST CORP CL A COM 20030N101 3228 94806 SH SOLE 94806 0 0 CUMMINS ENGINE INC COM 231021106 1497 11203 SH SOLE 11203 0 0 CURTISS WRIGHT CORP COM COM 231561101 435 4255 SH SOLE 4255 0 0 CYBERARK SOFTWARE LTD SHS COM M2682V108 4696 63335 SH SOLE 63335 0 0 DANAHER CORP COM 235851102 4874 47263 SH SOLE 47263 0 0 DIAGEO PLC COM 25243Q205 6668 47027 SH SOLE 47027 0 0 DIGITAL RLTY TR INC COM COM 253868103 764 7173 SH SOLE 7173 0 0 DISNEY WALT PRODUCTIONS COM 254687106 2649 24159 SH SOLE 24159 0 0 DOMINION RES INC VA NEW COM 25746U109 448 6265 SH SOLE 6265 0 0 DOVER CORP COM 260003108 603 8494 SH SOLE 8494 0 0 EMERSON ELEC CO COM 291011104 618 10350 SH SOLE 10350 0 0 EOG RESOURCES INC. COM 26875P101 871 9991 SH SOLE 9991 0 0 ETRADE FINANCIAL CORP COM NEW COM 269246401 496 11294 SH SOLE 11294 0 0 EURONET WORLDWIDE INC COM COM 298736109 371 3620 SH SOLE 3620 0 0 EXTRA SPACE STORAGE INC COM COM 30225T102 8261 91301 SH SOLE 91301 0 0 EXXON MOBIL CORP COM 30231G102 2061 30229 SH SOLE 30229 0 0 FACEBOOK INC CL A COM 30303M102 4804 36649 SH SOLE 36649 0 0 FEDERATED EQUITY FDS KAUFMANN MUTUAL FUNDS 314172644 67 13204 SH SOLE 13204 0 0 FIDELITY ADVISOR NEW INSIGHTS MUTUAL FUNDS 316071604 273 10062 SH SOLE 10062 0 0 FIDELITY NATIONAL INFORMATION COM 31620M106 353 3440 SH SOLE 3440 0 0 FIRST REP BK SAN FRAN CALI NCO COM 33616C100 574 6603 SH SOLE 6603 0 0 FORTINET INC COM COM 34959E109 287 4080 SH SOLE 4080 0 0 FRANKLIN FINANCIAL NETWORK COM 35352P104 300 11382 SH SOLE 11382 0 0 GENUINE PARTS CO COM 372460105 231 2407 SH SOLE 2407 0 0 GRAINGER, W W INC COM 384802104 508 1800 SH SOLE 1800 0 0 HARRIS ASSOC INVT TR OAKMARK I MUTUAL FUNDS 413838202 492 24056 SH SOLE 24056 0 0 HARRIS CORPORATION COM 413875105 745 5534 SH SOLE 5534 0 0 HDFC BANK LTD ADR REPS 3 SHS COM 40415F101 930 8979 SH SOLE 8979 0 0 HOME DEPOT INC COM 437076102 7491 43596 SH SOLE 43596 0 0 HUBSPOT INC COM 443573100 589 4683 SH SOLE 4683 0 0 IDEXX LABORATORIES CORP COM 45168D104 1901 10220 SH SOLE 10220 0 0 ILLINOIS TOOL WORKS INC COM 452308109 1297 10240 SH SOLE 10240 0 0 INGERSOLL-RAND PLC COM G47791101 676 7410 SH SOLE 7410 0 0 INTEL CORP COM 458140100 1288 27441 SH SOLE 27441 0 0 INTUIT INC COM 461202103 4718 23966 SH SOLE 23966 0 0 INTUITIVE SURGICAL INC COM NEW COM 46120E602 8370 17477 SH SOLE 17477 0 0 ISHARES TR COMEX GOLD COM 464285105 6 500 SH SOLE 500 0 0 ISHARES TR DJ SEL DIV INDX COM 464287168 327 3660 SH SOLE 3660 0 0 ISHARES TR MSCI EMERG MKT COM 464287234 223 5700 SH SOLE 5700 0 0 ISHARES TR NASDAQ BIOTECH COM 464287556 1044 10825 SH SOLE 10825 0 0 ISHARES TR RSSLL 2000 INDX COM 464287655 1674 12505 SH SOLE 12505 0 0 ISHARES TR RUSSELL 2000 GR COM 464287648 2023 12039 SH SOLE 12039 0 0 ISHARES TR RUSSELL 2000 VA COM 464287630 927 8623 SH SOLE 8623 0 0 ISHARES TR RUSSL 1000 GRWT COM 464287614 1809 13815 SH SOLE 13815 0 0 ISHARES TR SILVER COM 46428Q109 20 1380 SH SOLE 1380 0 0 ISHARES TR S&P 500 INDEX COM 464287200 447 1775 SH SOLE 1775 0 0 ISHARES TR S&P MIDCAP 400 COM 464287507 496 2987 SH SOLE 2987 0 0 J.P. MORGAN CHASE & CO COM 46625H100 23000 235606 SH SOLE 235606 0 0 JOHNSON & JOHNSON COM 478160104 14162 109740 SH SOLE 109740 0 0 KINDER MORGAN INC DEL COM COM 49456B101 285 18529 SH SOLE 18529 0 0 LAUDER ESTEE COS INC CL A COM 518439104 13203 101486 SH SOLE 101486 0 0 LEAR CORP COM NEW COM 521865204 365 2972 SH SOLE 2972 0 0 LILLY ELI & CO COM 532457108 5125 44291 SH SOLE 44291 0 0 LINDE PLC COM COM G5494J103 2190 14037 SH SOLE 14037 0 0 LOCKHEED MARTIN CORP COM 539830109 6690 25551 SH SOLE 25551 0 0 MAGELLAN MIDSTREAM PARTNERS LP COM 559080106 395 6924 SH SOLE 6924 0 0 MASTERCARD INC CL A COM 57636Q104 27014 143196 SH SOLE 143196 0 0 MATTHEWS ASIAN FDS EMRASIA INS MUTUAL FUNDS 577125875 2874 229206 SH SOLE 229206 0 0 MCDONALDS CORP COM 580135101 6494 36571 SH SOLE 36571 0 0 MEDTRONIC PLC COM G5960L103 2075 22817 SH SOLE 22817 0 0 MERCK & COMPANY COM 58933Y105 10722 140327 SH SOLE 140327 0 0 METTLER TOLEDO INTERNATIONALCO COM 592688105 614 1085 SH SOLE 1085 0 0 MICROSOFT CORP COM 594918104 30438 299673 SH SOLE 299673 0 0 MOSAIC CO COM 61945C103 354 12130 SH SOLE 12130 0 0 MSCI INC COM COM 55354G100 582 3949 SH SOLE 3949 0 0 M&T BANK CORP COM 55261F104 791 5527 SH SOLE 5527 0 0 NESTLE S A ADR COM 641069406 781 9645 SH SOLE 9645 0 0 NETFLIX COM INC COM 64110L106 513 1915 SH SOLE 1915 0 0 NEXTERA ENERGY INC COM COM 65339F101 541 3113 SH SOLE 3113 0 0 NIKE INC CLASS B COM 654106103 1127 15200 SH SOLE 15200 0 0 NORTHROP GRUMMAN CORP COM 666807102 2024 8264 SH SOLE 8264 0 0 NOVARTIS AG ADR SPONSORED COM 66987V109 352 4105 SH SOLE 4105 0 0 PALO ALTO NETWORKS INC COM COM 697435105 715 3797 SH SOLE 3797 0 0 PARKER HANNIFIN CORP COM 701094104 523 3510 SH SOLE 3510 0 0 PAYCOM SOFTWARE INC COM 70432V102 1972 16108 SH SOLE 16108 0 0 PAYPAL HLDGS INC COM COM 70450Y103 12758 151723 SH SOLE 151723 0 0 PEPSICO INC COM 713448108 1706 15438 SH SOLE 15438 0 0 PERKIN ELMER INC COM 714046109 594 7567 SH SOLE 7567 0 0 PFIZER INC COM 717081103 2080 47654 SH SOLE 47654 0 0 PHILLIPS 66 COM COM 718546104 1770 20547 SH SOLE 20547 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 324 7032 SH SOLE 7032 0 0 PNC FINANCIAL CORP COM 693475105 337 2881 SH SOLE 2881 0 0 PNM RES INC COM COM 69349H107 602 14642 SH SOLE 14642 0 0 PROCTER & GAMBLE COMPANY COM 742718109 1687 18358 SH SOLE 18358 0 0 PUBLIC STORAGE INC COM 74460D109 810 4000 SH SOLE 4000 0 0 QUAKER CHEM CORP COM 747316107 330 1855 SH SOLE 1855 0 0 QUANTA SVCS INC COM COM 74762E102 450 14964 SH SOLE 14964 0 0 RAYTHEON CO COM 755111507 15200 99118 SH SOLE 99118 0 0 REPUBLIC SVCS INC COM COM 760759100 620 8600 SH SOLE 8600 0 0 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 552 5644 SH SOLE 5644 0 0 ROYAL DUTCH SHELL PLC SPON ADR COM 780259107 11289 188344 SH SOLE 188344 0 0 ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 233 4000 SH SOLE 4000 0 0 RYMAN HOSPITALITY PPTYS INC CO COM 78377T107 1041 15612 SH SOLE 15612 0 0 SALESFORCE.COM INC COM 79466L302 2936 21432 SH SOLE 21432 0 0 SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 470 5430 SH SOLE 5430 0 0 SERVICEMASTER GLOBAL HLDGS ICO COM 81761R109 436 11854 SH SOLE 11854 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 420 2500 SH SOLE 2500 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 442 6595 SH SOLE 6595 0 0 SMUCKER J M CO COM 832696405 354 3789 SH SOLE 3789 0 0 SONOCO PRODUCTS COM 835495102 396 7451 SH SOLE 7451 0 0 SPDR DOW JONES INDL AVRG ETF COM 78467X109 1138 4881 SH SOLE 4881 0 0 SPDR FD FINANCIAL COM 81369Y605 499 20943 SH SOLE 20943 0 0 SPDR GOLD TRUST COM 78463V107 34936 283370 SH SOLE 20943 0 0 SPDR INDEX SHS FDS EURO STOXX COM 78463X202 292 8765 SH SOLE 8765 0 0 SPDR S&P MIDCAP 400 ETF TR COM 78467Y107 543 1795 SH SOLE 1795 0 0 SPDR TR UNIT SER 1 COM 78462F103 11226 44919 SH SOLE 44919 0 0 SPLUNK INC COM COM 848637104 527 5026 SH SOLE 5026 0 0 SS&C TECHNOLOGIES HLDGS INC CO COM 78467J100 465 10305 SH SOLE 10305 0 0 STARBUCKS CORP COM COM 855244109 537 8331 SH SOLE 8331 0 0 STARWOOD PPTY TR INC COM COM 85571B105 1482 75165 SH SOLE 75165 0 0 STRYKER CORP COM 863667101 11262 71849 SH SOLE 71849 0 0 SVB FINL GROUP COM COM 78486Q101 661 3483 SH SOLE 3483 0 0 SYSCO CORPORATION COM 871829107 11240 179376 SH SOLE 179376 0 0 T MOBILE US INC COM COM 872590104 2298 36125 SH SOLE 36125 0 0 TAKE-TWO INTERACTIVE SOFTWARCO COM 874054109 699 6790 SH SOLE 6790 0 0 TENCENT HLDGS LTD ADR COM 88032Q109 669 16675 SH SOLE 16675 0 0 TEXAS INSTRUMENTS INC COM 882508104 8472 89652 SH SOLE 89652 0 0 THERMO ELECTRON CORP COM 883556102 20272 90584 SH SOLE 90584 0 0 TRANSDIGM GROUP INC COM COM 893641100 354 1040 SH SOLE 1040 0 0 TRAVELERS COMPANIES INC COM 89417E109 6568 54848 SH SOLE 54848 0 0 U S BANCORP COM 902973304 1249 27320 SH SOLE 27320 0 0 ULTA BEAUTY INC COM COM 90384S303 422 1724 SH SOLE 1724 0 0 UNILEVER N V WI COM 904784709 254 4724 SH SOLE 4724 0 0 UNION PAC CORP COM 907818108 8202 59335 SH SOLE 59335 0 0 UNITED TECHNOLOGIES CORP COM 913017109 10919 102549 SH SOLE 102549 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2185 8771 SH SOLE 8771 0 0 V F CORP COM 918204108 1780 24953 SH SOLE 24953 0 0 VANGUARD DIVIDEND APPRCTN FD COM 921908844 670 6838 SH SOLE 6838 0 0 VANGUARD EMERGING MKTS ETF COM 922042858 6438 168983 SH SOLE 168983 0 0 VANGUARD INDEX TR 500 PORTFOLI MUTUAL FUNDS 922908108 924 3993 SH SOLE 3993 0 0 VANGUARD INDEX TR STK MRK VIPE COM 922908769 683 5354 SH SOLE 5354 0 0 VANGUARD INTL EQUITY INDEX FAL COM 922042775 391 8575 SH SOLE 8575 0 0 VERIZON COMMUNICATIONS COM 92343V104 7097 126238 SH SOLE 126238 0 0 VISA INC COM CL A COM 92826C839 12735 96524 SH SOLE 96524 0 0 WAL-MART STORES INC COM 931142103 469 5035 SH SOLE 5035 0 0 WASTE MANAGEMENT INC COM 94106L109 13450 151143 SH SOLE 151143 0 0 WATERS CORP COM 941848103 254 1345 SH SOLE 1345 0 0 WEC ENERGY GROUP INC COM 92939U106 297 4283 SH SOLE 4283 0 0 WISDOMTREE TRUST INDIA ERNGS F COM 97717W422 3851 155285 SH SOLE 155285 0 0 WISDOMTREE TRUST JAPN HEDGE EQ COM 97717W851 3700 79759 SH SOLE 79759 0 0 YUM BRANDS INC COM COM 988498101 537 5840 SH SOLE 5840 0 0