0000938592-18-000002.txt : 20180427 0000938592-18-000002.hdr.sgml : 20180427 20180427113910 ACCESSION NUMBER: 0000938592-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180427 DATE AS OF CHANGE: 20180427 EFFECTIVENESS DATE: 20180427 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: 18781939 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 03-31-2018 03-31-2018 MOODY LYNN & LIEBERSON, LLC

ONE BOSTON PLACE BOSTON MA 02108

13F HOLDINGS REPORT 028-04788 N BRIAN D GOWELL 6179730590 BRIAN D GOWELL BOSTON MA 04-27-2018 0 196 827792 false INFORMATION TABLE 2 sec13f1q2018.xml 3M COMPANY COM 88579Y101 5240 23871 SH SOLE 23871 0 0 A T & T INC COM 00206R102 1112 31202 SH SOLE 31202 0 0 ABBOTT LABS COM 002824100 14781 246672 SH SOLE 246672 0 0 ABBVIE INC COM COM 00287Y109 278 2935 SH SOLE 2935 0 0 ACCENTURE PLC COM G1151C101 1406 9160 SH SOLE 9160 0 0 ADOBE SYS INC COM 00724F101 6677 30901 SH SOLE 30901 0 0 AIR PRODS & CHEMS INC COM 009158106 4633 29130 SH SOLE 29130 0 0 ALIBABA GROUP HLDG LTD SPONSOR COM 01609W102 4673 25459 SH SOLE 25459 0 0 ALPHABET CLASS A COM 02079K305 20205 19481 SH SOLE 19481 0 0 ALPHABET CLASS C COM 02079K107 2036 1973 SH SOLE 1973 0 0 ALTRIA GROUP INC COM 02209S103 2155 34578 SH SOLE 34578 0 0 AMAZON COM INC COM COM 023135106 16802 11609 SH SOLE 11609 0 0 AMERICAN FINL GROUP INC OHIOCO COM 025932104 614 5469 SH SOLE 5469 0 0 AMERICAN TOWER REIT COM COM 03027X100 727 5000 SH SOLE 5000 0 0 AMPHENOL CORP NEW CL A COM 032095101 689 8000 SH SOLE 8000 0 0 APPLE INC. COM 037833100 14960 89164 SH SOLE 89164 0 0 AUTOMATIC DATA PROCESSING COM 053015103 1844 16251 SH SOLE 16251 0 0 BANK OF AMERICA COM 060505104 33342 1111757 SH SOLE 1111757 0 0 BB&T CORP COM COM 054937107 520 10000 SH SOLE 10000 0 0 BECTON DICKINSON & CO COM 075887109 228 1054 SH SOLE 1054 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 16532 82873 SH SOLE 82873 0 0 BIOGEN IDEC INC COM 09062X103 5773 21084 SH SOLE 21084 0 0 BLACKROCK INC CL A COM 09247X101 3736 6896 SH SOLE 6896 0 0 BLACKROCK MUNIVEST FD INC COM MUTUAL FUNDS 09253R105 106 12000 SH SOLE 12000 0 0 BLACKSTONE GROUP L P COM UNIT COM 09253U108 347 10850 SH SOLE 10850 0 0 BLACKSTONE MTG TR INC COM CL A COM 09257W100 3245 103287 SH SOLE 103287 0 0 BNY MELLON FDS TR INCM STKFD I MUTUAL FUNDS 05569M400 97 10578 SH SOLE 10578 0 0 BNY MELLON FDS TR MIDCP STK IN MUTUAL FUNDS 05569M608 329 18973 SH SOLE 18973 0 0 BOEING CO COM 097023105 2978 9082 SH SOLE 9082 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1162 18370 SH SOLE 18370 0 0 BROADCOM LTD SHS COM Y09827109 1961 8322 SH SOLE 8322 0 0 BROWN FORMAN CORP CL B COM 115637209 299 5492 SH SOLE 5492 0 0 CABOT CORP. COM 127055101 836 15000 SH SOLE 15000 0 0 CABOT OIL & GAS CORP COM 127097103 12778 532877 SH SOLE 532877 0 0 CHEVRONTEXACO CORPORATION COM 166764100 13155 115353 SH SOLE 115353 0 0 CHUBB LIMITED COM COM H1467J104 10541 77073 SH SOLE 77073 0 0 CHURCH & DWIGHT CO COM 171340102 1816 36069 SH SOLE 36069 0 0 CIGNA CORP COM 125509109 432 2575 SH SOLE 2575 0 0 CISCO SYS INC COM 17275R102 5104 118991 SH SOLE 118991 0 0 CITIGROUP INC COM 172967424 588 8705 SH SOLE 8705 0 0 COCA COLA CO COM 191216100 6649 153107 SH SOLE 153107 0 0 COGNIZANT TECHNOLOGY SOLUTIOCL COM 192446102 398 4940 SH SOLE 4940 0 0 COLGATE PALMOLIVE CO COM 194162103 841 11726 SH SOLE 11726 0 0 CONCHO RES INC COM COM 20605P101 1033 6870 SH SOLE 6870 0 0 CONSTELLATION BRANDS COM COM 21036P108 884 3878 SH SOLE 3878 0 0 CUMMINS ENGINE INC COM 231021106 1981 12223 SH SOLE 12223 0 0 CURTISS WRIGHT CORP COM COM 231561101 588 4350 SH SOLE 4350 0 0 DANAHER CORP COM 235851102 494 5042 SH SOLE 5042 0 0 DENTSPLY SIRONA INC COM COM 24906P109 369 7326 SH SOLE 7326 0 0 DIAGEO PLC COM 25243Q205 4724 34885 SH SOLE 34885 0 0 DIAMONDBACK ENERGY INC COM COM 25278X109 514 4065 SH SOLE 4065 0 0 DISNEY WALT PRODUCTIONS COM 254687106 2306 22958 SH SOLE 22958 0 0 DOMINION RES INC VA NEW COM 25746U109 433 6425 SH SOLE 6425 0 0 DOVER CORP COM 260003108 846 8615 SH SOLE 8615 0 0 EAST WEST BANCORP INC COM COM 27579R104 751 12002 SH SOLE 12002 0 0 ELECTRONIC ARTS COM 285512109 1931 15930 SH SOLE 15930 0 0 EMERSON ELEC CO COM 291011104 546 8000 SH SOLE 8000 0 0 EOG RESOURCES INC. COM 26875P101 1099 10439 SH SOLE 10439 0 0 ETRADE FINANCIAL CORP COM NEW COM 269246401 639 11538 SH SOLE 11538 0 0 EXXON MOBIL CORP COM 30231G102 2297 30790 SH SOLE 30790 0 0 FACEBOOK INC CL A COM 30303M102 11149 69773 SH SOLE 69773 0 0 FEDERATED EQUITY FDS KAUFMANN MUTUAL FUNDS 314172644 81 13204 SH SOLE 13204 0 0 FEDEX CORP COM 31428X106 13578 56551 SH SOLE 56551 0 0 FIDELITY ADVISOR NEW INSIGHTS MUTUAL FUNDS 316071604 323 10062 SH SOLE 10062 0 0 FIDELITY NATIONAL INFORMATION COM 31620M106 331 3440 SH SOLE 3440 0 0 FIRST SOLAR INC COM COM 336433107 2242 31585 SH SOLE 31585 0 0 FORTUNE BRANDS HOME & SEC INCO COM 34964C106 516 8754 SH SOLE 8754 0 0 FRANKLIN FINANCIAL NETWORK COM 35352P104 380 11644 SH SOLE 11644 0 0 GENUINE PARTS CO COM 372460105 216 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 668 24056 SH SOLE 24056 0 0 HARRIS CORPORATION COM 413875105 913 5659 SH SOLE 5659 0 0 HDFC BANK LTD ADR REPS 3 SHS COM 40415F101 961 9727 SH SOLE 9727 0 0 HEALTHEQUITY INC COM COM 42226A107 460 7595 SH SOLE 7595 0 0 HEICO CORP NEW COM COM 422806109 4324 49807 SH SOLE 49807 0 0 HOME DEPOT INC COM 437076102 8125 45584 SH SOLE 45584 0 0 IDEXX LABORATORIES CORP COM 45168D104 1830 9562 SH SOLE 9562 0 0 ILLINOIS TOOL WORKS INC COM 452308109 13087 83540 SH SOLE 83540 0 0 INGERSOLL-RAND PLC COM G47791101 647 7566 SH SOLE 7566 0 0 INTEL CORP COM 458140100 16677 320220 SH SOLE 320220 0 0 INTUIT INC COM 461202103 3953 22806 SH SOLE 22806 0 0 INTUITIVE SURGICAL INC COM NEW COM 46120E602 3997 9681 SH SOLE 9681 0 0 ISHARES COMEX GOLD TR COM 464285105 1671 132118 SH SOLE 132118 0 0 ISHARES TR DJ SEL DIV INDX COM 464287168 348 3660 SH SOLE 3660 0 0 ISHARES TR MSCI EMERG MKT COM 464287234 290 6012 SH SOLE 6012 0 0 ISHARES TR NASDAQ BIOTECH COM 464287556 1173 10985 SH SOLE 10985 0 0 ISHARES TR RSSLL 2000 INDX COM 464287655 1883 12405 SH SOLE 12405 0 0 ISHARES TR RUSSELL 2000 GR COM 464287648 2517 13209 SH SOLE 13209 0 0 ISHARES TR RUSSELL 2000 VA COM 464287630 1944 15953 SH SOLE 15953 0 0 ISHARES TR RUSSL 1000 GRWT COM 464287614 1902 13976 SH SOLE 13976 0 0 ISHARES TR S&P 500 INDEX COM 464287200 471 1775 SH SOLE 1775 0 0 ISHARES TR S&P MIDCAP 400 COM 464287507 560 2987 SH SOLE 2987 0 0 J.P. MORGAN CHASE & CO COM 46625H100 30107 273778 SH SOLE 273778 0 0 JOHNSON & JOHNSON COM 478160104 14352 111995 SH SOLE 111995 0 0 KINDER MORGAN INC DEL COM COM 49456B101 279 18529 SH SOLE 18529 0 0 L3 TECHNOLOGIES INC COM 502413107 2358 11335 SH SOLE 11335 0 0 LAUDER ESTEE COS INC CL A COM 518439104 21300 142264 SH SOLE 142264 0 0 LEAR CORP COM NEW COM 521865204 565 3036 SH SOLE 3036 0 0 LOCKHEED MARTIN CORP COM 539830109 17759 52551 SH SOLE 52551 0 0 MAGELLAN MIDSTREAM PARTNERS LP COM 559080106 404 6924 SH SOLE 6924 0 0 MASTERCARD INC CL A COM 57636Q104 28351 161860 SH SOLE 161860 0 0 MATTHEWS INTL FDS JAPAN FD INS MUTUAL FUNDS 577130792 1974 77607 SH SOLE 77607 0 0 MCDONALDS CORP COM 580135101 5786 37002 SH SOLE 37002 0 0 MEDEQUITIES REALTY TRUST INC COM 58409L306 525 49984 SH SOLE 49984 0 0 MEDTRONIC PLC COM G5960L103 2167 27007 SH SOLE 27007 0 0 MERCK & COMPANY COM 58933Y105 3139 57624 SH SOLE 57624 0 0 METTLER TOLEDO INTERNATIONALCO COM 592688105 637 1107 SH SOLE 1107 0 0 MICROSOFT CORP COM 594918104 27317 299301 SH SOLE 299301 0 0 MORGAN STANLEY DEAN WITTER COM 617446448 6736 124826 SH SOLE 124826 0 0 MSCI INC COM COM 55354G100 451 3020 SH SOLE 3020 0 0 M&T BANK CORP COM 55261F104 987 5352 SH SOLE 5352 0 0 NESTLE S A ADR COM 641069406 785 9945 SH SOLE 9945 0 0 NETFLIX COM INC COM 64110L106 563 1906 SH SOLE 1906 0 0 NEXTERA ENERGY INC COM COM 65339F101 508 3113 SH SOLE 3113 0 0 NIKE INC CLASS B COM 654106103 1010 15200 SH SOLE 15200 0 0 NORTHROP GRUMMAN CORP COM 666807102 6072 17393 SH SOLE 17393 0 0 NOVARTIS AG ADR SPONSORED COM 66987V109 423 5230 SH SOLE 5230 0 0 OLD DOMINION FGHT LINES INC CO COM 679580100 450 3065 SH SOLE 3065 0 0 ORACLE SYSTEMS CORP COM 68389X105 255 5575 SH SOLE 5575 0 0 PALO ALTO NETWORKS INC COM COM 697435105 5966 32865 SH SOLE 32865 0 0 PARKER HANNIFIN CORP COM 701094104 615 3596 SH SOLE 3596 0 0 PAYPAL HLDGS INC COM COM 70450Y103 13936 183682 SH SOLE 183682 0 0 PEPSICO INC COM 713448108 1599 14648 SH SOLE 14648 0 0 PERKIN ELMER INC COM 714046109 687 9069 SH SOLE 9069 0 0 PFIZER INC COM 717081103 1518 42781 SH SOLE 42781 0 0 PHILIP MORRIS INTL INC COM COM 718172109 216 2176 SH SOLE 2176 0 0 PHILLIPS 66 COM COM 718546104 4566 47598 SH SOLE 47598 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 462 7194 SH SOLE 7194 0 0 PIONEER NAT RES CO COM 723787107 565 3292 SH SOLE 3292 0 0 PNC FINANCIAL CORP COM 693475105 458 3025 SH SOLE 3025 0 0 PNM RES INC COM COM 69349H107 571 14936 SH SOLE 14936 0 0 PRAXAIR INC COM 74005P104 2187 15157 SH SOLE 15157 0 0 PROCTER & GAMBLE COMPANY COM 742718109 1940 24473 SH SOLE 24473 0 0 PUBLIC STORAGE INC COM 74460D109 809 4037 SH SOLE 4037 0 0 QUANTA SVCS INC COM COM 74762E102 524 15261 SH SOLE 15261 0 0 RAYTHEON CO COM 755111507 31133 144254 SH SOLE 144254 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 862 46379 SH SOLE 46379 0 0 REPUBLIC SVCS INC COM COM 760759100 581 8774 SH SOLE 8774 0 0 ROCHE HLDG LTD SPONSORED ADR COM 771195104 2899 101371 SH SOLE 101371 0 0 ROCKWELL INTL CORP NEW COM COM 773903109 6463 37099 SH SOLE 37099 0 0 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 677 5746 SH SOLE 5746 0 0 ROYAL DUTCH SHELL PLC SPON ADR COM 780259107 12788 195146 SH SOLE 195146 0 0 ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 255 4000 SH SOLE 4000 0 0 RYMAN HOSPITALITY PPTYS INC CO COM 78377T107 1227 15837 SH SOLE 15837 0 0 SALESFORCE.COM INC COM 79466L302 6673 57377 SH SOLE 57377 0 0 SCHLUMBERGER COM 806857108 308 4760 SH SOLE 4760 0 0 SCHWAB CHARLES CORP NEW COM 808513105 995 19060 SH SOLE 19060 0 0 SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 442 5430 SH SOLE 5430 0 0 SERVICEMASTER GLOBAL HLDGS ICO COM 81761R109 614 12084 SH SOLE 12084 0 0 SERVICENOW INC COM COM 81762P102 3446 20830 SH SOLE 20830 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 476 3086 SH SOLE 3086 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 1913 19083 SH SOLE 19083 0 0 SMUCKER J M CO COM 832696405 470 3789 SH SOLE 3789 0 0 SPDR DOW JONES INDL AVRG ETF COM 78467X109 1194 4946 SH SOLE 4946 0 0 SPDR FD FINANCIAL COM 81369Y605 587 21308 SH SOLE 21308 0 0 SPDR GOLD TRUST GOLD SHS COM 78463V107 21149 169235 SH SOLE 169235 0 0 SPDR INDEX SHS FDS EURO STOXX COM 78463X202 941 23370 SH SOLE 23370 0 0 SPDR S&P MIDCAP 400 ETF TR COM 78467Y107 608 1779 SH SOLE 1779 0 0 SPDR TR UNIT SER 1 COM 78462F103 12281 46671 SH SOLE 46671 0 0 SPLUNK INC COM COM 848637104 506 5140 SH SOLE 5140 0 0 SS&C TECHNOLOGIES HLDGS INC CO COM 78467J100 566 10549 SH SOLE 10549 0 0 STARBUCKS CORP COM COM 855244109 475 8197 SH SOLE 8197 0 0 STRYKER CORP COM 863667101 7681 47734 SH SOLE 47734 0 0 SVB FINL GROUP COM COM 78486Q101 855 3563 SH SOLE 3563 0 0 SYSCO CORPORATION COM 871829107 10338 172423 SH SOLE 172423 0 0 TAKE-TWO INTERACTIVE SOFTWARCO COM 874054109 631 6450 SH SOLE 6450 0 0 TENCENT HLDGS LTD ADR COM 88032Q109 3704 70965 SH SOLE 70965 0 0 TEXAS INSTRUMENTS INC COM 882508104 15895 153001 SH SOLE 153001 0 0 THERMO ELECTRON CORP COM 883556102 14475 70111 SH SOLE 70111 0 0 TORAY INDS INC ADR COM 890880206 4905 260565 SH SOLE 260565 0 0 TRANSDIGM GROUP INC COM COM 893641100 319 1040 SH SOLE 1040 0 0 TRAVELERS COMPANIES INC COM 89417E109 9741 70153 SH SOLE 70153 0 0 U S BANCORP COM 902973304 1380 27320 SH SOLE 27320 0 0 UNILEVER N V WI COM 904784709 245 4339 SH SOLE 4339 0 0 UNION PAC CORP COM 907818108 12413 92340 SH SOLE 92340 0 0 UNITED TECHNOLOGIES CORP COM 913017109 16691 132655 SH SOLE 132655 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1884 8803 SH SOLE 8803 0 0 UNUMPROVIDENT CORP COM 91529Y106 517 10856 SH SOLE 10856 0 0 V F CORP COM 918204108 477 6432 SH SOLE 6432 0 0 VANGUARD DIVIDEND APPRCTN FD COM 921908844 739 7313 SH SOLE 7313 0 0 VANGUARD EMERGING MKTS ETF COM 922042858 19069 405887 SH SOLE 405887 0 0 VANGUARD INDEX TR 500 PORTFOLI MUTUAL FUNDS 922908108 1211 4968 SH SOLE 4968 0 0 VANGUARD INDEX TR STK MRK VIPE COM 922908769 930 6852 SH SOLE 6852 0 0 VANGUARD INTL EQUITY INDEX FAL COM 922042775 822 15125 SH SOLE 15125 0 0 VERIZON COMMUNICATIONS COM 92343V104 1839 38447 SH SOLE 38447 0 0 VISA INC COM CL A COM 92826C839 11759 98299 SH SOLE 98299 0 0 VULCAN MATERIALS CO COM 929160109 441 3862 SH SOLE 3862 0 0 WAL-MART STORES INC COM 931142103 447 5025 SH SOLE 5025 0 0 WASTE MANAGEMENT INC COM 94106L109 12084 143657 SH SOLE 143657 0 0 WATERS CORP COM 941848103 267 1345 SH SOLE 1345 0 0 WEC ENERGY GROUP INC COM 92939U106 259 4130 SH SOLE 4130 0 0 WISDOMTREE TR EUROPE HEDGED COM 97717X701 436 6955 SH SOLE 6955 0 0 WISDOMTREE TRUST INDIA ERNGS F COM 97717W422 5525 210714 SH SOLE 210714 0 0 WISDOMTREE TRUST JAPN HEDGE EQ COM 97717W851 4885 87219 SH SOLE 87219 0 0 YUM BRANDS INC COM COM 988498101 497 5840 SH SOLE 5840 0 0 YUM CHINA HLDGS INC COM COM 98850P109 238 5740 SH SOLE 5740 0 0