MONTAG A & ASSOCIATES INC Q2 2022 Filing

Filed August 10, 2022

Portfolio Value

$1.5T

Holdings

853

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (853 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
191,676$72.7B4.70%
2
SPYSPDR S&P 500 ETF TR
167,760$63.6B4.11%
3
MDYSPDR S&P MIDCAP 400 ETF TR
114,567$47.5B3.07%
4
VCSHVANGUARD SCOTTSDALE FDS
613,607$46.8B3.03%
5
MINTPIMCO ETF TR
455,630$45.2B2.92%
6
AAPLAPPLE INC
329,485$45.0B2.91%
7
MSFTMICROSOFT CORP
153,661$39.5B2.55%
8
KOCOCA COLA CO
616,185$39.0B2.53%
9
JPSTJ P MORGAN EXCHANGE TRADED F
760,454$38.1B2.46%
10
GOOGALPHABET INC
14,038$30.7B1.99%
11
IWBISHARES TR
104,342$21.7B1.40%
12
HDHOME DEPOT INC
78,423$21.5B1.39%
13
JNJJOHNSON & JOHNSON
117,468$20.9B1.35%
14
AMZNAMAZON COM INC
188,260$20.0B1.29%
15
MRKMERCK & CO INC
195,800$18.0B1.16%
16
VIGVANGUARD SPECIALIZED FUNDS
120,477$17.3B1.12%
17
PEPPEPSICO INC
90,118$15.0B0.97%
18
ABTABBOTT LABS
135,737$14.7B0.95%
19
GOOGLALPHABET INC
6,512$14.2B0.92%
20
BACBK OF AMERICA CORP
450,746$14.0B0.91%
21
TFCTRUIST FINL CORP
293,321$13.9B0.90%
22
ADBEADOBE SYSTEMS INCORPORATED
37,948$13.9B0.90%
23
VVISA INC
69,771$13.7B0.89%
24
FISVFISERV INC
150,751$13.4B0.87%
25
LLYLILLY ELI & CO
40,816$13.2B0.86%
26
XLKSELECT SECTOR SPDR TR
94,247$12.0B0.78%
27
PGPROCTER AND GAMBLE CO
82,797$11.9B0.77%
28
VBVANGUARD INDEX FDS
67,218$11.8B0.77%
29
RSPINVESCO EXCHANGE TRADED FD T
87,656$11.8B0.76%
30
EFXEQUIFAX INC
61,670$11.3B0.73%
31
JPMJPMORGAN CHASE & CO
98,454$11.1B0.72%
32
VOVANGUARD INDEX FDS
55,175$10.9B0.70%
33
QQQINVESCO EXCH TRD SLF IDX FD
501,914$10.5B0.68%
34
ABBVABBVIE INC
65,336$10.0B0.65%
35
EWEDWARDS LIFESCIENCES CORP
105,001$10.0B0.65%
36
CVXCHEVRON CORP NEW
68,249$9.9B0.64%
37
WMTWALMART INC
79,897$9.7B0.63%
38
IJRISHARES TR
102,848$9.5B0.61%
39
VDEVANGUARD WORLD FDS
92,878$9.2B0.60%
40
QCOMQUALCOMM INC
71,863$9.2B0.59%
41
GPCGENUINE PARTS CO
67,006$9.0B0.58%
42
IWFISHARES TR
40,181$8.8B0.57%
43
BSCOINVESCO EXCH TRD SLF IDX FD
419,241$8.7B0.56%
44
GSGOLDMAN SACHS GROUP INC
28,207$8.4B0.54%
45
BSCPINVESCO EXCH TRD SLF IDX FD
408,740$8.4B0.54%
46
MAMASTERCARD INCORPORATED
26,458$8.3B0.54%
47
IWDISHARES TR
54,013$7.8B0.51%
48
TMOTHERMO FISHER SCIENTIFIC INC
14,308$7.8B0.50%
49
CPRTCOPART INC
69,815$7.6B0.49%
50
MCDMCDONALDS CORP
30,703$7.6B0.49%
51
VCITVANGUARD SCOTTSDALE FDS
90,869$7.3B0.47%
52
MARMARRIOTT INTL INC NEW
53,256$7.2B0.47%
53
XOMEXXON MOBIL CORP
83,849$7.2B0.46%
54
UNHUNITEDHEALTH GROUP INC
13,878$7.1B0.46%
55
ADIANALOG DEVICES INC
48,546$7.1B0.46%
56
BRK/BBERKSHIRE HATHAWAY INC DEL
25,486$7.0B0.45%
57
SYKSTRYKER CORPORATION
34,515$6.9B0.45%
58
NEENEXTERA ENERGY INC
87,191$6.8B0.44%
59
DWDMORGAN STANLEY
87,245$6.6B0.43%
60
PHPARKER-HANNIFIN CORP
26,760$6.6B0.43%
61
MAAMID-AMER APT CMNTYS INC
37,440$6.5B0.42%
62
PFEPFIZER INC
122,314$6.4B0.41%
63
ISRGINTUITIVE SURGICAL INC
31,795$6.4B0.41%
64
DARDARLING INGREDIENTS INC
105,538$6.3B0.41%
65
IQVIQVIA HLDGS INC
28,529$6.2B0.40%
66
TJXTJX COS INC NEW
110,749$6.2B0.40%
67
COSTCOSTCO WHSL CORP NEW
12,884$6.2B0.40%
68
CSCOCISCO SYS INC
144,113$6.1B0.40%
69
BACVERIZON COMMUNICATIONS INC
118,362$6.0B0.39%
70
ICEINTERCONTINENTAL EXCHANGE IN
62,894$5.9B0.38%
71
AMATAPPLIED MATLS INC
60,688$5.5B0.36%
72
DHRDANAHER CORPORATION
21,583$5.5B0.35%
73
GSYINVESCO ACTIVELY MANAGED ETF
108,803$5.4B0.35%
74
XMESPDR SER TR
122,929$5.3B0.35%
75
UMHUMH PPTYS INC
302,081$5.3B0.35%
76
SPGIS&P GLOBAL INC
15,386$5.2B0.34%
77
AMEAMETEK INC
46,887$5.2B0.33%
78
INTUINTUIT
13,225$5.1B0.33%
79
EYENATIONAL VISION HLDGS INC
185,000$5.1B0.33%
80
SCHWSCHWAB CHARLES CORP
79,289$5.0B0.32%
81
BSCQINVESCO EXCH TRD SLF IDX FD
258,632$5.0B0.32%
82
CITCINTAS CORP
13,278$5.0B0.32%
83
WFCWELLS FARGO CO NEW
126,289$4.9B0.32%
84
VOOVANGUARD INDEX FDS
14,148$4.9B0.32%
85
CDWCDW CORP
31,237$4.9B0.32%
86
IJHISHARES TR
21,697$4.9B0.32%
87
WYWEYERHAEUSER CO MTN BE
147,292$4.9B0.32%
88
BSCMUSDINVESCO EXCH TRD SLF IDX FD
229,641$4.9B0.31%
89
MKLMARKEL CORP
3,717$4.8B0.31%
90
MMM3M CO
36,138$4.7B0.30%
91
WRBBERKLEY W R CORP
65,323$4.5B0.29%
92
RIORIO TINTO PLC
73,313$4.5B0.29%
93
IWMISHARES TR
24,562$4.2B0.27%
94
STZCONSTELLATION BRANDS INC
17,805$4.2B0.27%
95
NKENIKE INC
40,407$4.1B0.27%
96
DEODIAGEO PLC
23,545$4.1B0.27%
97
BRK-BBERKSHIRE HATHAWAY INC DEL
10$4.1B0.26%
98
LVLNSPDR SER TR
70,066$4.1B0.26%
99
DISDISNEY WALT CO
42,903$4.0B0.26%
100
AWMSKYWORKS SOLUTIONS INC
42,887$4.0B0.26%
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