MONTAG A & ASSOCIATES INC Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$1.9T

Holdings

873

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (873 positions)

#StockSharesValue% PortfolioType
1
VCSHVANGUARD SCOTTSDALE FDS
957,346$79.2B4.20%
2
IVVISHARES TR
182,925$78.6B4.18%
3
SPYSPDR S&P 500 ETF TR
167,815$71.8B3.81%
4
MDYSPDR S&P MIDCAP 400 ETF TR
121,485$59.6B3.17%
5
AAPLAPPLE INC
348,910$47.8B2.54%
6
MSFTMICROSOFT CORP
159,938$43.3B2.30%
7
GOOGALPHABET INC
15,593$39.1B2.08%
8
KOCOCA COLA CO
702,702$38.0B2.02%
9
AMZNAMAZON COM INC
10,610$36.5B1.94%
10
MINTPIMCO ETF TR
342,884$35.0B1.86%
11
HDHOME DEPOT INC
91,047$29.0B1.54%
12
ADBEADOBE SYSTEMS INCORPORATED
37,405$21.9B1.16%
13
FISVFISERV INC
204,335$21.8B1.16%
14
IJRISHARES TR
191,882$21.7B1.15%
15
AWMSKYWORKS SOLUTIONS INC
109,066$20.9B1.11%
16
PYPLPAYPAL HLDGS INC
70,751$20.6B1.10%
17
METAFACEBOOK INC
58,774$20.4B1.09%
18
TFCTRUIST FINL CORP
351,040$19.5B1.03%
19
JNJJOHNSON & JOHNSON
114,610$18.9B1.00%
20
BACBK OF AMERICA CORP
453,638$18.7B0.99%
21
VBVANGUARD INDEX FDS
78,185$17.6B0.94%
22
EFXEQUIFAX INC
72,367$17.3B0.92%
23
IWBISHARES TR
69,884$16.9B0.90%
24
JPMJPMORGAN CHASE & CO
105,020$16.3B0.87%
25
VIGVANGUARD SPECIALIZED FUNDS
105,106$16.3B0.86%
26
VVISA INC
67,860$15.9B0.84%
27
GOOGLALPHABET INC
6,264$15.3B0.81%
28
PEPPEPSICO INC
93,484$13.9B0.74%
29
JPSTJ P MORGAN EXCHANGE-TRADED F
270,708$13.7B0.73%
30
MRKMERCK & CO INC
173,537$13.5B0.72%
31
VOVANGUARD INDEX FDS
56,808$13.5B0.72%
32
MCHIISHARES TR
161,597$13.3B0.71%
33
GSGOLDMAN SACHS GROUP INC
34,856$13.2B0.70%
34
ABTABBOTT LABS
111,527$12.9B0.69%
35
SYKSTRYKER CORPORATION
48,765$12.7B0.67%
36
OSKOSHKOSH CORP
100,873$12.6B0.67%
37
WMTWALMART INC
85,659$12.1B0.64%
38
DISDISNEY WALT CO
68,176$12.0B0.64%
39
RSPINVESCO EXCHANGE TRADED FD T
77,716$11.7B0.62%
40
PGPROCTER AND GAMBLE CO
77,148$10.4B0.55%
41
ICEINTERCONTINENTAL EXCHANGE IN
87,470$10.4B0.55%
42
CPRTCOPART INC
76,080$10.0B0.53%
43
ISRGINTUITIVE SURGICAL INC
10,809$9.9B0.53%
44
TMOTHERMO FISHER SCIENTIFIC INC
19,539$9.9B0.52%
45
MNRUSDMONMOUTH REAL ESTATE INVT CO
524,607$9.8B0.52%
46
EWEDWARDS LIFESCIENCES CORP
94,659$9.8B0.52%
47
QCOMQUALCOMM INC
68,366$9.8B0.52%
48
ITBISHARES TR
140,660$9.7B0.52%
49
RIORIO TINTO PLC
114,423$9.6B0.51%
50
AMATAPPLIED MATLS INC
66,700$9.5B0.50%
51
DWDMORGAN STANLEY
103,117$9.5B0.50%
52
GPCGENUINE PARTS CO
73,797$9.3B0.50%
53
TJXTJX COS INC NEW
136,593$9.2B0.49%
54
CSCOCISCO SYS INC
168,974$9.0B0.48%
55
BRK/BBERKSHIRE HATHAWAY INC DEL
31,974$8.9B0.47%
56
MCDMCDONALDS CORP
38,240$8.8B0.47%
57
LVLNSPDR SER TR
131,424$8.6B0.46%
58
CDWCDW CORP
48,519$8.5B0.45%
59
STZCONSTELLATION BRANDS INC
36,022$8.4B0.45%
60
IWDISHARES TR
52,475$8.3B0.44%
61
PHMPULTE GROUP INC
151,646$8.3B0.44%
62
IWFISHARES TR
30,107$8.2B0.43%
63
BABAALIBABA GROUP HLDG LTD
35,509$8.1B0.43%
64
NVRNVR INC
1,599$8.0B0.42%
65
ABBVABBVIE INC
69,751$7.9B0.42%
66
PHPARKER-HANNIFIN CORP
25,436$7.8B0.41%
67
IQVIQVIA HLDGS INC
32,205$7.8B0.41%
68
MARMARRIOTT INTL INC NEW
55,237$7.5B0.40%
69
AELUSDAMERICAN EQTY INVT LIFE HLD
232,875$7.5B0.40%
70
KSUEURKANSAS CITY SOUTHERN
26,324$7.5B0.40%
71
NKENIKE INC
46,966$7.3B0.39%
72
XLKSELECT SECTOR SPDR TR
48,746$7.2B0.38%
73
MLMMARTIN MARIETTA MATLS INC
20,435$7.2B0.38%
74
MMM3M CO
36,080$7.2B0.38%
75
UMHUMH PPTYS INC
328,124$7.2B0.38%
76
BABOEING CO
29,331$7.0B0.37%
77
IWMISHARES TR
30,484$7.0B0.37%
78
MAMASTERCARD INCORPORATED
18,542$6.8B0.36%
79
WFCWELLS FARGO CO NEW
148,326$6.7B0.36%
80
INTUINTUIT
13,493$6.6B0.35%
81
ADIANALOG DEVICES INC
37,392$6.4B0.34%
82
DHRDANAHER CORPORATION
23,718$6.4B0.34%
83
CHTRCHARTER COMMUNICATIONS INC N
8,786$6.3B0.34%
84
LLYLILLY ELI & CO
27,565$6.3B0.34%
85
MAAMID-AMER APT CMNTYS INC
37,039$6.2B0.33%
86
NEENEXTERA ENERGY INC
84,630$6.2B0.33%
87
GQ9SPDR GOLD TR
36,747$6.1B0.32%
88
XOMEXXON MOBIL CORP
96,130$6.1B0.32%
89
IJHISHARES TR
22,287$6.0B0.32%
90
SPGIS&P GLOBAL INC
14,251$5.8B0.31%
91
DYHTARGET CORP
23,289$5.6B0.30%
92
COSTCOSTCO WHSL CORP NEW
14,196$5.6B0.30%
93
WDAYWORKDAY INC
22,985$5.5B0.29%
94
AMEAMETEK INC
40,833$5.5B0.29%
95
PFEPFIZER INC
137,148$5.4B0.29%
96
GSYINVESCO ACTIVELY MANAGED ETF
105,072$5.3B0.28%
97
MKLMARKEL CORP
4,392$5.2B0.28%
98
XMESPDR SER TR
117,870$5.1B0.27%
99
UNHUNITEDHEALTH GROUP INC
12,652$5.1B0.27%
100
CVXCHEVRON CORP NEW
47,496$5.0B0.26%
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