MONTAG A & ASSOCIATES INC Q1 2017 Filing

Filed May 2, 2017

Portfolio Value

$894.4B

Holdings

240

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (240 positions)

StockValue
UTXZUNITED TECHNOLOGIES CP
$2.5M
WTWWILLIS TOWERS WATSON PUBLIC LI
$2.4M
SDYSPDR S&P DIVIDEND ETF
$2.4M
OMCOMNICOM GROUP INC
$2.4M
POWERSHARES S&P HIGH QUALITY E
$2.4M
CPRTCOPART INC
$2.4M
HPHELMERICH & PAYNE INC
$2.3M
VFCV F CORP
$2.3M
CMACOMERICA INC COM
$2.2M
PG4PRINCIPAL FINANCIAL GROUP
$2.2M
COSTCOSTCO WHOLESALE CORP
$2.2M
ABXBARRICK GOLD CORP COM
$2.2M
ORCLORACLE CORP
$2.2M
DONSPDR DJIA TRUST
$2.2M
SOYSUNOPTA INC COM
$2.1M
SITESITEONE LANDSCAPE SUPPLY, INC.
$2.0M
GQ9SPDR GOLD TRUST
$1.9M
SBUXSTARBUCKS CORP
$1.9M
LUVSOUTHWEST AIRLS CO COM
$1.9M
MDLZMONDELEZ INTERNATIONAL INC
$1.9M
4I1PHILIP MORRIS INTL INC COM
$1.8M
CBRECBRE GROUP INC CL A
$1.8M
COFCAPITAL ONE FINANCIAL CORP.
$1.8M
KMBKIMBERLY CLARK CORP
$1.7M
NEENEXTERA ENERGY INC COM
$1.7M
CLCOLGATE PALMOLIVE CO
$1.6M
DISWALT DISNEY CO
$1.6M
STTHEALTH CARE SELECT SECTOR SPDR
$1.5M
EVEUREATON VANCE CORP COM NON VTG
$1.5M
MLMMARTIN MARIETTA MATERIALS INC
$1.5M
WPPWPP GROUP PLC
$1.4M
RRYDER SYS INC
$1.3M
RWTREDWOOD TRUST, INC.
$1.3M
GGP INC
$1.3M
BRK-BBERKSHIRE HATHAWAY INC CL A
$1.2M
HONHONEYWELL INTL INC
$1.2M
PRFUSDPOWERSHARES FTSE RAFI US 1000
$1.2M
KHCKRAFT HEINZ COMPANY
$1.2M
NOVEURNATIONAL-OILWELL VARCO, INC.
$1.2M
S9QSPIRIT AEROSYSTEMS HOLDINGS
$1.1M
BDXBECTON DICKINSON & CO
$1.1M
AIVLWISDOMTREE DIVIDEND EX-FIN ETF
$1.1M
EMREMERSON ELEC CO COM
$1.1M
MCDMCDONALDS CORP COM
$1.1M
EXPRESS SCRIPTS HOLDING CO.
$1.0M
ACNACCENTURE PLC
$1.0M
PPLPPL CORP.
$1.0M
BBTUSDBB&T CORP
$990K
PPGPPG INDS INC
$980K
AWMSKYWORKS SOLUTIONS INC
$888K
DU PONT E I DE NEMOURS
$887K
HIIHUNTINGTON INGALLS INDS INC CO
$887K
AQLTISHARES DJ SELECT DIVIDEND
$873K
XLEAMEX ENERGY SECTOR SPDR
$863K
TAT&T INC
$834K
NSCNORFOLK SOUTHERN CORP
$805K
DUKDUKE ENERGY CORP
$779K
PNCPNC FINANCIAL SVCS GROUP
$753K
BMYBRISTOL MYERS SQUIBB
$728K
VOOVANGUARD S&P 500 ETF
$709K
IYHISHARES DJ US HEALTHCARE SEC
$707K
IRINGERSOLL-RAND CO CL A
$689K
AMGNAMGEN INC
$673K
AMJEURJPMORGAN ALERIAN MLP ETN
$670K
VXUSVANGUARD TOTAL INTERNATIONAL S
$666K
MOALTRIA GROUP INC
$657K
DISHDISH NETWORK CORP. CORP A
$653K
CMECME GROUP INC
$653K
HRSEURHARRIS CORP DEL
$639K
YUSDALLEGHANY CORP DEL
$639K
TXNTEXAS INSTRS INC
$630K
APDAIR PRODS & CHEMS INC
$629K
IOOISHARES S&P GLOBAL INDEX 100
$613K
SF9SANDERSON FARMS INC
$571K
DYHTARGET CORP COM
$562K
FISFIDELITY NATIONAL INFORMATION
$557K
NOCNORTHROP GRUMMAN CORP
$550K
CSXCSX CORP
$547K
NVSNNOVARTIS AG-ADR
$535K
DGDOLLAR GEN CORP NEW COM
$535K
CR1USDCRANE COMPANY
$522K
TMKTORCHMARK CORP
$516K
BCRUSDBARD C R INC
$508K
AXPAMERICAN EXPRESS CO
$492K
SOSOUTHERN CO COM
$487K
METAFACEBOOK INC-A
$480K
MPCMARATHON PETROLEUM CORP
$471K
ADPAUTOMATIC DATA PROCESS
$471K
DALDELTA AIR LINES INC DEL COM NE
$460K
EPPISHARES MSCI PACIFIC EX-JAPAN
$398K
RTN1USDRAYTHEON CO
$388K
EBAEBAY INC
$388K
OEFISHARES S&P 100 INDEX FUND
$386K
HALHALLIBURTON CO
$384K
HALYARD HEALTH INC
$381K
SFSTIFEL FINANCIAL CORP
$378K
SYYSYSCO CORP
$371K
MDTMEDTRONIC PLC
$367K
ALLERGAN PLC
$363K
LOWLOWES COS INC
$361K
PreviousPage 2 of 3Next