MONTAG A & ASSOCIATES INC Q1 2019 Filing

Filed May 1, 2019

Portfolio Value

$1.1B

Holdings

310

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (310 positions)

StockValue
SPYSPDR S&P 500 ETF TR TR UNIT
$70.0M
IVVISHARES TR CORE S&P500 ETF
$51.2M
MDYSPDR S&P MIDCAP 400 ETF TR UTS
$47.8M
KOCOCA COLA CO COM
$30.7M
JNJJOHNSON & JOHNSON
$23.0M
MSFTMICROSOFT CORP COM
$21.5M
FISVFISERV INC
$20.9M
HDHOME DEPOT INC
$19.2M
AMZNAMAZON COM INC
$17.0M
GOOGALPHABET INC CAP STK CL C
$17.0M
CSCOCISCO SYS INC COM
$17.0M
MRKMERCK & CO INC COM
$16.1M
PEPPEPSICO INC COM
$15.9M
IWBISHARES RUSSELL 1000 INDEX
$14.6M
SUNTRUST BKS INC
$14.1M
BRK/BBERKSHIRE HATHAWAY INC CL B
$13.9M
VVISA INC - CLASS A
$13.7M
AAPLAPPLE INC COM
$13.5M
CVXCHEVRON TEXACO CORP
$13.3M
VIGVANGUARD DIVIDEND APPRECIATION
$12.2M
WMTWAL-MART STORES INC COM
$11.8M
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
$11.1M
ADBEADOBE SYS INC COM
$10.7M
TJXTJX COS INC NEW
$10.2M
XOMEXXON MOBIL CORP COM
$10.0M
VOVANGUARD MID CAP ETF
$9.7M
RSPINVESCO S&P 500 EQUAL WEIGHT E
$9.7M
EFXEQUIFAX INC
$9.6M
BACVERIZON COMMUNICATIONS
$8.7M
ICEINTERCONTINENTAL EXCHANGE, INC
$8.7M
BABOEING CO COM
$8.6M
UMHUMH PROPERTIES INC
$8.5M
PFEPFIZER INC COM
$8.5M
JPMJPMORGAN CHASE & CO COM
$8.3M
LLYLILLY ELI & CO
$8.0M
VMWEURVMWARE, INC. CL A
$7.6M
MARMARRIOTT INTL INC NEW CL A
$7.6M
MAMASTERCARD INCORPORATED CL A
$7.4M
INTCINTEL CORP
$7.1M
MKLMARKEL CORP
$6.8M
PGPROCTER & GAMBLE CO
$6.7M
GPCGENUINE PARTS CO
$6.6M
ELVANTHEM INC
$6.6M
DHRDANAHER CORP DEL
$6.4M
MMM3M CO
$6.4M
GOOGLALPHABET INC CAP STK CL A
$6.3M
IVWISHARES TR S&P500 GRW
$6.1M
RIORIO TINTO PLC SPONSORED ADR
$5.8M
IWFISHARES RUSSELL 1000 GROWTH
$5.8M
ABBVABBVIE INC.
$5.7M
DONSPDR DJIA TRUST
$5.7M
UNHUNITEDHEALTH GROUP INC COM
$5.6M
ABTABBOTT LABS
$5.5M
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
$5.5M
RDS/AROYAL DUTCH SHELL PLC
$5.4M
NSRGYNESTLE S A - ADR REG SHS
$5.1M
IBMINTERNATIONAL BUSINESS MACHS C
$4.9M
AXPAMERICAN EXPRESS CO
$4.9M
INTUINTUIT INC
$4.8M
BACBANK AMER CORP COM
$4.8M
CPRTCOPART INC
$4.7M
DEODIAGEO PLC-SPONSORED ADR NEW
$4.6M
EWEDWARDS LIFESCIENCES
$4.5M
FTVFORTIVE CORPORATION
$4.5M
XLFSELECT SECTOR SPDR TR SBI INT-
$4.4M
WBAWALGREENS BOOTS ALLIANCE, INC.
$4.4M
COPCONOCOPHILIPS
$4.3M
XHBSPDR HOMEBUILDERS ETF
$4.3M
VNQVANGUARD INDEX FDS REIT ETF
$4.2M
CBRECBRE GROUP INC CL A
$4.2M
BKNGBOOKING HOLDINGS INC
$4.2M
PYPLPAYPAL HOLDINGS INC
$4.0M
FEFIRSTENERGY CORP COM
$3.9M
IQVQUINTILES IMS HOLDING
$3.7M
VFCV F CORP
$3.6M
LVLNKBW REGIONAL BANKING ETF
$3.6M
BPBP AMOCO PLC - SPONS ADR
$3.6M
MASMASCO CORP COM
$3.5M
WRBWR BERKLEY CORP
$3.5M
DLTRDOLLAR TREE, INC.
$3.4M
WYWEYERHAEUSER CO
$3.4M
AVGOBROADCOM LTD
$3.4M
NKENIKE INC CL B
$3.4M
VISTRA ENERGY CORP
$3.4M
COSTCOSTCO WHOLESALE CORP
$3.3M
VMCVULCAN MATLS CO
$3.3M
IJHISHARES TRUST S&P MIDCAP 400
$3.3M
LMTLOCKHEED MARTIN CORP
$3.2M
AG8AGILENT TECHNOLOGIES
$3.2M
EOGEOG RESOURCES INC
$3.2M
BDXBECTON DICKINSON & CO
$3.1M
EEFTEURONET WORLDWIDE INC
$3.1M
IWMISHARES TRUST RUSSELL 2000 IND
$3.1M
PANWPALO ALTO NETWORKS, INC.
$3.0M
AIGAMERICAN INTL GROUP
$3.0M
WTWWILLIS TOWERS WATSON PUBLIC LI
$2.8M
NEENEXTERA ENERGY INC COM
$2.8M
HDSUSDHD SUPPLY HOLDINGS, INC.
$2.8M
UNPUNION PAC CORP
$2.8M
UTXZUNITED TECHNOLOGIES CP
$2.8M
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