MONTAG A & ASSOCIATES INC Q2 2022 Filing

Filed August 10, 2022

Portfolio Value

$1.5B

Holdings

853

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (853 positions)

StockValue
IVVISHARES TR
$72.7M
SPYSPDR S&P 500 ETF TR
$63.6M
MDYSPDR S&P MIDCAP 400 ETF TR
$47.5M
VCSHVANGUARD SCOTTSDALE FDS
$46.8M
MINTPIMCO ETF TR
$45.2M
AAPLAPPLE INC
$45.0M
MSFTMICROSOFT CORP
$39.5M
KOCOCA COLA CO
$39.0M
JPSTJ P MORGAN EXCHANGE TRADED F
$38.1M
GOOGALPHABET INC
$30.7M
IWBISHARES TR
$21.7M
HDHOME DEPOT INC
$21.5M
JNJJOHNSON & JOHNSON
$20.9M
AMZNAMAZON COM INC
$20.0M
MRKMERCK & CO INC
$18.0M
VIGVANGUARD SPECIALIZED FUNDS
$17.3M
PEPPEPSICO INC
$15.0M
ABTABBOTT LABS
$14.7M
GOOGLALPHABET INC
$14.2M
BACBK OF AMERICA CORP
$14.0M
TFCTRUIST FINL CORP
$13.9M
ADBEADOBE SYSTEMS INCORPORATED
$13.9M
VVISA INC
$13.7M
FISVFISERV INC
$13.4M
LLYLILLY ELI & CO
$13.2M
XLKSELECT SECTOR SPDR TR
$12.0M
PGPROCTER AND GAMBLE CO
$11.9M
VBVANGUARD INDEX FDS
$11.8M
RSPINVESCO EXCHANGE TRADED FD T
$11.8M
EFXEQUIFAX INC
$11.3M
JPMJPMORGAN CHASE & CO
$11.1M
VOVANGUARD INDEX FDS
$10.9M
QQQINVESCO EXCH TRD SLF IDX FD
$10.5M
ABBVABBVIE INC
$10.0M
EWEDWARDS LIFESCIENCES CORP
$10.0M
CVXCHEVRON CORP NEW
$9.9M
WMTWALMART INC
$9.7M
IJRISHARES TR
$9.5M
VDEVANGUARD WORLD FDS
$9.2M
QCOMQUALCOMM INC
$9.2M
GPCGENUINE PARTS CO
$9.0M
IWFISHARES TR
$8.8M
BSCOINVESCO EXCH TRD SLF IDX FD
$8.7M
GSGOLDMAN SACHS GROUP INC
$8.4M
BSCPINVESCO EXCH TRD SLF IDX FD
$8.4M
MAMASTERCARD INCORPORATED
$8.3M
IWDISHARES TR
$7.8M
TMOTHERMO FISHER SCIENTIFIC INC
$7.8M
CPRTCOPART INC
$7.6M
MCDMCDONALDS CORP
$7.6M
VCITVANGUARD SCOTTSDALE FDS
$7.3M
MARMARRIOTT INTL INC NEW
$7.2M
XOMEXXON MOBIL CORP
$7.2M
UNHUNITEDHEALTH GROUP INC
$7.1M
ADIANALOG DEVICES INC
$7.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.0M
SYKSTRYKER CORPORATION
$6.9M
NEENEXTERA ENERGY INC
$6.8M
DWDMORGAN STANLEY
$6.6M
PHPARKER-HANNIFIN CORP
$6.6M
MAAMID-AMER APT CMNTYS INC
$6.5M
PFEPFIZER INC
$6.4M
ISRGINTUITIVE SURGICAL INC
$6.4M
DARDARLING INGREDIENTS INC
$6.3M
IQVIQVIA HLDGS INC
$6.2M
TJXTJX COS INC NEW
$6.2M
COSTCOSTCO WHSL CORP NEW
$6.2M
CSCOCISCO SYS INC
$6.1M
BACVERIZON COMMUNICATIONS INC
$6.0M
ICEINTERCONTINENTAL EXCHANGE IN
$5.9M
AMATAPPLIED MATLS INC
$5.5M
DHRDANAHER CORPORATION
$5.5M
GSYINVESCO ACTIVELY MANAGED ETF
$5.4M
UMHUMH PPTYS INC
$5.3M
XMESPDR SER TR
$5.3M
SPGIS&P GLOBAL INC
$5.2M
AMEAMETEK INC
$5.2M
INTUINTUIT
$5.1M
EYENATIONAL VISION HLDGS INC
$5.1M
SCHWSCHWAB CHARLES CORP
$5.0M
BSCQINVESCO EXCH TRD SLF IDX FD
$5.0M
CITCINTAS CORP
$5.0M
WFCWELLS FARGO CO NEW
$4.9M
VOOVANGUARD INDEX FDS
$4.9M
CDWCDW CORP
$4.9M
IJHISHARES TR
$4.9M
WYWEYERHAEUSER CO MTN BE
$4.9M
BSCMUSDINVESCO EXCH TRD SLF IDX FD
$4.9M
MKLMARKEL CORP
$4.8M
MMM3M CO
$4.7M
WRBBERKLEY W R CORP
$4.5M
RIORIO TINTO PLC
$4.5M
IWMISHARES TR
$4.2M
STZCONSTELLATION BRANDS INC
$4.2M
NKENIKE INC
$4.1M
DEODIAGEO PLC
$4.1M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.1M
LVLNSPDR SER TR
$4.1M
DISDISNEY WALT CO
$4.0M
AWMSKYWORKS SOLUTIONS INC
$4.0M
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