MONTAG A & ASSOCIATES INC Q2 2023 Filing

Filed August 9, 2023

Portfolio Value

$1.6B

Holdings

913

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (913 positions)

StockValue
AEPAMERICAN ELEC PWR CO INC
$166K
EOGEOG RES INC
$164K
HSICHENRY SCHEIN INC
$162K
MPVBARINGS PARTN INVS
$162K
IBTGISHARES TR
$160K
OXYOCCIDENTAL PETE CORP
$159K
ESGRENSTAR GROUP LIMITED
$158K
IJKISHARES TR
$158K
SCHMSCHWAB STRATEGIC TR
$157K
ESEVERSOURCE ENERGY
$156K
VGKVANGUARD INTL EQUITY INDEX F
$154K
DVNDEVON ENERGY CORP NEW
$152K
MCHPMICROCHIP TECHNOLOGY INC.
$152K
TORTOISE PWR & ENERGY INFRAS
$150K
KKRKKR & CO INC
$149K
BXBLACKSTONE INC
$149K
BSXBOSTON SCIENTIFIC CORP
$147K
TDOCTELADOC HEALTH INC
$146K
KLACKLA CORP
$145K
SCCOSOUTHERN COPPER CORP
$143K
COLMCOLUMBIA SPORTSWEAR CO
$143K
IEFISHARES TR
$143K
ULUNILEVER PLC
$142K
OKEONEOK INC NEW
$142K
FTNTFORTINET INC
$139K
TMUST-MOBILE US INC
$139K
PPLPPL CORP
$136K
DGXQUEST DIAGNOSTICS INC
$134K
IYMISHARES TR
$133K
GSKGSK PLC
$132K
WBDWARNER BROS DISCOVERY INC
$131K
TELTE CONNECTIVITY LTD
$124K
CHKPCHECK POINT SOFTWARE TECH LT
$124K
SCHHSCHWAB STRATEGIC TR
$124K
GMGENERAL MTRS CO
$123K
EGPEASTGROUP PPTYS INC
$121K
GEHCGE HEALTHCARE TECHNOLOGIES I
$120K
SMGSCOTTS MIRACLE-GRO CO
$119K
PEGPUBLIC SVC ENTERPRISE GRP IN
$116K
ABXBARRICK GOLD CORP
$116K
SPSCSPS COMM INC
$114K
MUMICRON TECHNOLOGY INC
$114K
ATRAPTARGROUP INC
$113K
XNIEXVIRTUS EQUITY & CONV INCM FD
$112K
8CWCROWN CASTLE INC
$111K
ALBALBEMARLE CORP
$110K
IWPISHARES TR
$110K
REGNREGENERON PHARMACEUTICALS
$110K
RBLXROBLOX CORP
$109K
PPHVANECK ETF TRUST
$109K
IYTISHARES TR
$108K
TLTISHARES TR
$107K
STEWSRH TOTAL RETURN FUND INC
$106K
BPBP PLC
$106K
ANETEURARISTA NETWORKS INC
$106K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$102K
ZMZOOM VIDEO COMMUNICATIONS IN
$102K
SCMSTELLUS CAP INVT CORP
$101K
RPGINVESCO EXCHANGE TRADED FD T
$99K
CNXCCONCENTRIX CORP
$99K
VGITVANGUARD SCOTTSDALE FDS
$98K
NGGNATIONAL GRID PLC
$96K
BROBROWN & BROWN INC
$95K
NETCLOUDFLARE INC
$93K
BWABORGWARNER INC
$93K
ADCAGREE RLTY CORP
$89K
ALSNALLISON TRANSMISSION HLDGS I
$89K
LNGCHENIERE ENERGY INC
$88K
7HPHP INC
$85K
MTNVAIL RESORTS INC
$84K
PRUPRUDENTIAL FINL INC
$84K
BBYBEST BUY INC
$83K
IYEISHARES TR
$82K
SPGSIMON PPTY GROUP INC NEW
$81K
EQREQUITY RESIDENTIAL
$81K
PSAPUBLIC STORAGE
$80K
VNTVONTIER CORPORATION
$80K
PWRQUANTA SVCS INC
$80K
VPUVANGUARD WORLD FDS
$79K
HPFHANCOCK JOHN PFD INCOME FD I
$78K
NOWSERVICENOW INC
$78K
ALVAUTOLIV INC
$77K
ETRENTERGY CORP NEW
$77K
AMLPALPS ETF TR
$76K
FBINFORTUNE BRANDS INNOVATIONS I
$76K
IEVISHARES TR
$76K
ETVEATON VANCE TAX-MANAGED BUY-
$75K
QQQMINVESCO EXCH TRADED FD TR II
$75K
IGMISHARES TR
$74K
VSSVANGUARD INTL EQUITY INDEX F
$72K
WMBWILLIAMS COS INC
$72K
SCHDSCHWAB STRATEGIC TR
$71K
EATBRINKER INTL INC
$71K
ACMAECOM
$69K
AOAISHARES TR
$69K
PGRPROGRESSIVE CORP
$68K
TYGTORTOISE ENERGY INFRA CORP
$68K
VRSKVERISK ANALYTICS INC
$68K
SAPSAP SE
$68K
VRTXVERTEX PHARMACEUTICALS INC
$65K
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