MONTAG A & ASSOCIATES INC Q2 2019 Filing

Filed August 6, 2019

Portfolio Value

$1.1T

Holdings

307

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (307 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR TR UNIT
243,963$71.5B6.37%
2
IVVISHARES TR CORE S&P500 ETF
192,588$56.8B5.06%
3
MDYSPDR S&P MIDCAP 400 ETF TR UTS
136,146$48.3B4.30%
4
KOCOCA COLA CO COM
699,137$35.6B3.17%
5
MSFTMICROSOFT CORP COM
183,905$24.6B2.20%
6
FISVFISERV INC
256,315$23.4B2.08%
7
HDHOME DEPOT INC
100,176$20.8B1.86%
8
JNJJOHNSON & JOHNSON
135,070$18.8B1.68%
9
AMZNAMAZON COM INC
9,835$18.6B1.66%
10
GOOGALPHABET INC CAP STK CL C
16,416$17.7B1.58%
11
MRKMERCK & CO INC COM
206,086$17.3B1.54%
12
PEPPEPSICO INC COM
129,428$17.0B1.51%
13
IWBISHARES RUSSELL 1000 INDEX
92,576$15.1B1.34%
14
WMTWAL-MART STORES INC COM
135,644$15.0B1.34%
15
VVISA INC - CLASS A
85,318$14.8B1.32%
16
CSCOCISCO SYS INC COM
269,733$14.8B1.32%
17
AAPLAPPLE INC COM
70,628$14.0B1.25%
18
BRK/BBERKSHIRE HATHAWAY INC CL B
64,669$13.8B1.23%
19
ADBEADOBE SYS INC COM
42,893$12.6B1.13%
20
VIGVANGUARD DIVIDEND APPRECIATION
109,175$12.6B1.12%
21
SUNTRUST BKS INC
194,620$12.2B1.09%
22
CVXCHEVRON TEXACO CORP
96,177$12.0B1.07%
23
TJXTJX COS INC NEW
215,819$11.4B1.02%
24
EFXEQUIFAX INC
79,048$10.7B0.95%
25
ICEINTERCONTINENTAL EXCHANGE, INC
120,023$10.3B0.92%
26
XOMEXXON MOBIL CORP COM
134,046$10.3B0.92%
27
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
751,588$10.2B0.91%
28
VOVANGUARD MID CAP ETF
60,878$10.2B0.91%
29
DISWALT DISNEY CO
68,582$9.6B0.85%
30
BACVERIZON COMMUNICATIONS
167,304$9.6B0.85%
31
JPMJPMORGAN CHASE & CO COM
83,592$9.3B0.83%
32
RSPINVESCO S&P 500 EQUAL WEIGHT E
86,581$9.3B0.83%
33
IQVIQVIA HOLDINGS INC
57,217$9.2B0.82%
34
ABTABBOTT LABS
107,212$9.0B0.80%
35
MAMASTERCARD INCORPORATED CL A
33,724$8.9B0.80%
36
VMWEURVMWARE, INC. CL A
52,697$8.8B0.79%
37
MARMARRIOTT INTL INC NEW CL A
60,065$8.4B0.75%
38
PFEPFIZER INC COM
191,921$8.3B0.74%
39
BABOEING CO COM
22,645$8.2B0.73%
40
MMM3M CO
44,493$7.7B0.69%
41
PGPROCTER & GAMBLE CO
68,128$7.5B0.67%
42
MKLMARKEL CORP
6,594$7.2B0.64%
43
UMHUMH PROPERTIES INC
578,052$7.2B0.64%
44
GPCGENUINE PARTS CO
68,753$7.1B0.63%
45
DHRDANAHER CORP DEL
48,643$7.0B0.62%
46
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
207,805$6.4B0.57%
47
IVWISHARES TR S&P500 GRW
34,986$6.3B0.56%
48
GOOGLALPHABET INC CAP STK CL A
5,764$6.2B0.56%
49
RIORIO TINTO PLC SPONSORED ADR
96,878$6.0B0.54%
50
IWFISHARES RUSSELL 1000 GROWTH
37,598$5.9B0.53%
51
CPRTCOPART INC
78,095$5.8B0.52%
52
INTCINTEL CORP
120,508$5.8B0.51%
53
DONSPDR DJIA TRUST
21,370$5.7B0.51%
54
AXPAMERICAN EXPRESS CO
45,289$5.6B0.50%
55
NSRGYNESTLE S A - ADR REG SHS
53,127$5.5B0.49%
56
BACBANK AMER CORP COM
185,843$5.4B0.48%
57
ABBVABBVIE INC.
71,567$5.2B0.46%
58
KMXCARMAX INC COM
59,007$5.1B0.46%
59
RDS/AROYAL DUTCH SHELL PLC
78,195$5.1B0.45%
60
BKNGBOOKING HOLDINGS INC
2,662$5.0B0.44%
61
DEODIAGEO PLC-SPONSORED ADR NEW
28,001$4.8B0.43%
62
URIUNITED RENTALS INC.
35,845$4.8B0.42%
63
CBRECBRE GROUP INC CL A
87,572$4.5B0.40%
64
EWEDWARDS LIFESCIENCES
23,593$4.4B0.39%
65
VNQVANGUARD INDEX FDS REIT ETF
49,691$4.3B0.39%
66
EEFTEURONET WORLDWIDE INC
24,835$4.2B0.37%
67
UNHUNITEDHEALTH GROUP INC COM
17,081$4.2B0.37%
68
LLYLILLY ELI & CO
37,553$4.2B0.37%
69
NEENEXTERA ENERGY INC COM
20,130$4.1B0.37%
70
INTUINTUIT INC
15,537$4.1B0.36%
71
LMTLOCKHEED MARTIN CORP
11,020$4.0B0.36%
72
FTVFORTIVE CORPORATION
48,753$4.0B0.35%
73
WRBWR BERKLEY CORP
59,629$3.9B0.35%
74
IBMINTERNATIONAL BUSINESS MACHS C
28,486$3.9B0.35%
75
FEFIRSTENERGY CORP COM
88,533$3.8B0.34%
76
VMCVULCAN MATLS CO
27,583$3.8B0.34%
77
LVLNKBW REGIONAL BANKING ETF
69,000$3.7B0.33%
78
VFCV F CORP
41,950$3.7B0.33%
79
COSTCOSTCO WHOLESALE CORP
13,629$3.6B0.32%
80
AIGAMERICAN INTL GROUP
66,274$3.5B0.31%
81
SYKSTRYKER CORP
16,737$3.4B0.31%
82
ORLYO'REILLY AUTOMOTIVE INC
9,309$3.4B0.31%
83
IJHISHARES TRUST S&P MIDCAP 400
17,209$3.3B0.30%
84
WYWEYERHAEUSER CO
126,573$3.3B0.30%
85
MASMASCO CORP COM
83,508$3.3B0.29%
86
BDXBECTON DICKINSON & CO
12,856$3.2B0.29%
87
IWMISHARES TRUST RUSSELL 2000 IND
20,602$3.2B0.29%
88
PANWPALO ALTO NETWORKS, INC.
15,689$3.2B0.29%
89
BPBP AMOCO PLC - SPONS ADR
75,403$3.1B0.28%
90
WTWWILLIS TOWERS WATSON PUBLIC LI
16,140$3.1B0.28%
91
PYPLPAYPAL HOLDINGS INC
26,745$3.1B0.27%
92
HDSUSDHD SUPPLY HOLDINGS, INC.
75,825$3.1B0.27%
93
COPCONOCOPHILIPS
49,055$3.0B0.27%
94
MDTMEDTRONIC PLC
29,812$2.9B0.26%
95
HONHONEYWELL INTL INC
16,166$2.8B0.25%
96
MCDMCDONALDS CORP COM
13,303$2.8B0.25%
97
UTXZUNITED TECHNOLOGIES CP
21,055$2.7B0.24%
98
WBAWALGREENS BOOTS ALLIANCE, INC.
50,103$2.7B0.24%
99
ZTSZOETIS INC.
23,691$2.7B0.24%
100
SPHQINVESCO S&P 500 QUALITY ETF
80,061$2.7B0.24%
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