MONTAG A & ASSOCIATES INC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$1981.8T

Holdings

979

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (979 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
192,283$105.2T5.31%
2
SPYSPDR S&P 500 ETF TR
181,427$99.1T5.00%
3
MSFTMICROSOFT CORP
151,423$67.7T3.41%
4
AAPLAPPLE INC
315,338$66.4T3.35%
5
MDYSPDR S&P MIDCAP 400 ETF TR
109,077$58.6T2.96%
6
GOOGALPHABET INC
280,031$51.4T2.59%
7
AMZNAMAZON COM INC
187,000$36.1T1.82%
8
KOCOCA COLA CO
499,615$32.0T1.62%
9
JPSTJ P MORGAN EXCHANGE TRADED F
619,311$31.3T1.58%
10
IWBISHARES TR
104,189$31.0T1.56%
11
RSPINVESCO EXCHANGE TRADED FD T
174,668$28.7T1.45%
12
HDHOME DEPOT INC
76,235$26.2T1.32%
13
LLYELI LILLY & CO
27,351$24.8T1.25%
14
GOOGLALPHABET INC
126,016$23.0T1.16%
15
MRKMERCK & CO INC
179,695$22.4T1.13%
16
TDWTIDEWATER INC NEW
230,149$21.9T1.11%
17
VIGVANGUARD SPECIALIZED FUNDS
115,057$21.1T1.07%
18
VBVANGUARD INDEX FDS
93,025$20.4T1.03%
19
FISVFISERV INC
135,593$20.2T1.02%
20
ADBEADOBE INC
35,920$20.0T1.01%
21
VVISA INC
75,916$19.9T1.01%
22
BACBANK AMERICA CORP
490,962$19.5T0.99%
23
NVDANVIDIA CORPORATION
154,287$19.1T0.96%
24
IWFISHARES TR
52,078$19.0T0.96%
25
VOOVANGUARD INDEX FDS
36,307$18.2T0.92%
26
VCSHVANGUARD SCOTTSDALE FDS
233,562$18.0T0.91%
27
JPMJPMORGAN CHASE & CO.
87,004$17.6T0.89%
28
WMTWALMART INC
256,563$17.4T0.88%
29
AMATAPPLIED MATLS INC
68,947$16.3T0.82%
30
MUMICRON TECHNOLOGY INC
120,904$15.9T0.80%
31
VGSHVANGUARD SCOTTSDALE FDS
270,503$15.7T0.79%
32
JNJJOHNSON & JOHNSON
107,312$15.7T0.79%
33
VOVANGUARD INDEX FDS
60,957$14.8T0.75%
34
XLKSELECT SECTOR SPDR TR
64,110$14.5T0.73%
35
IJHISHARES TR
244,246$14.3T0.72%
36
COSTCOSTCO WHSL CORP NEW
16,582$14.1T0.71%
37
PEPPEPSICO INC
85,192$14.1T0.71%
38
GSGOLDMAN SACHS GROUP INC
30,430$13.8T0.69%
39
SCHWSCHWAB CHARLES CORP
180,146$13.3T0.67%
40
EFXEQUIFAX INC
54,083$13.1T0.66%
41
INTUINTUIT
19,875$13.1T0.66%
42
CPRTCOPART INC
238,510$12.9T0.65%
43
PGPROCTER AND GAMBLE CO
76,568$12.6T0.64%
44
SYKSTRYKER CORPORATION
36,752$12.5T0.63%
45
ABBVABBVIE INC
71,265$12.2T0.62%
46
IWDISHARES TR
67,829$11.8T0.60%
47
MARMARRIOTT INTL INC NEW
48,578$11.7T0.59%
48
AVGOBROADCOM INC
7,265$11.7T0.59%
49
SOXXISHARES TR
47,262$11.7T0.59%
50
ABTABBOTT LABS
110,263$11.5T0.58%
51
XOMEXXON MOBIL CORP
97,264$11.2T0.56%
52
MAMASTERCARD INCORPORATED
25,224$11.1T0.56%
53
BRK/BBERKSHIRE HATHAWAY INC DEL
26,522$10.8T0.54%
54
PHPARKER-HANNIFIN CORP
18,924$9.6T0.48%
55
ADIANALOG DEVICES INC
41,674$9.5T0.48%
56
TJXTJX COS INC NEW
84,615$9.3T0.47%
57
TSMTAIWAN SEMICONDUCTOR MFG LTD
52,443$9.1T0.46%
58
IWMISHARES TR
44,152$9.0T0.45%
59
MINTPIMCO ETF TR
88,970$9.0T0.45%
60
AMEAMETEK INC
51,787$8.6T0.44%
61
ISRGINTUITIVE SURGICAL INC
19,358$8.6T0.43%
62
GPCGENUINE PARTS CO
61,129$8.5T0.43%
63
URIUNITED RENTALS INC
12,168$7.9T0.40%
64
TMOTHERMO FISHER SCIENTIFIC INC
13,608$7.5T0.38%
65
CVXCHEVRON CORP NEW
48,010$7.5T0.38%
66
ICEINTERCONTINENTAL EXCHANGE IN
54,161$7.4T0.37%
67
DHRDANAHER CORPORATION
28,375$7.1T0.36%
68
SHYISHARES TR
82,535$6.7T0.34%
69
BRK-BBERKSHIRE HATHAWAY INC DEL
11$6.7T0.34%
70
IJRISHARES TR
62,421$6.7T0.34%
71
MCDMCDONALDS CORP
26,000$6.6T0.33%
72
DWDMORGAN STANLEY
68,026$6.6T0.33%
73
CSCOCISCO SYS INC
133,822$6.4T0.32%
74
CDWCDW CORP
28,296$6.3T0.32%
75
TFCTRUIST FINL CORP
153,614$6.0T0.30%
76
UNPUNION PAC CORP
25,645$5.8T0.29%
77
UNHUNITEDHEALTH GROUP INC
11,132$5.7T0.29%
78
CATCATERPILLAR INC
16,860$5.6T0.28%
79
MKLMARKEL GROUP INC
3,562$5.6T0.28%
80
VMCVULCAN MATLS CO
21,294$5.3T0.27%
81
VDEVANGUARD WORLD FD
41,156$5.3T0.27%
82
IQVIQVIA HLDGS INC
24,857$5.3T0.27%
83
NFLXNETFLIX INC
7,752$5.2T0.26%
84
BABOEING CO
28,694$5.2T0.26%
85
MAAMID-AMER APT CMNTYS INC
36,329$5.2T0.26%
86
MCKMCKESSON CORP
8,346$4.9T0.25%
87
AXPAMERICAN EXPRESS CO
20,943$4.8T0.24%
88
EWEDWARDS LIFESCIENCES CORP
51,953$4.8T0.24%
89
DONSPDR DOW JONES INDL AVERAGE
12,200$4.8T0.24%
90
CITCINTAS CORP
6,828$4.8T0.24%
91
VTVVANGUARD INDEX FDS
29,057$4.7T0.24%
92
NEENEXTERA ENERGY INC
66,181$4.7T0.24%
93
BCCCGLOBAL X FDS
125,715$4.7T0.24%
94
WRBBERKLEY W R CORP
57,905$4.6T0.23%
95
LOWLOWES COS INC
20,424$4.5T0.23%
96
SPHQINVESCO EXCHANGE TRADED FD T
70,160$4.5T0.22%
97
AMDADVANCED MICRO DEVICES INC
27,473$4.5T0.22%
98
DISDISNEY WALT CO
44,678$4.4T0.22%
99
MASMASCO CORP
65,897$4.4T0.22%
100
DYHTARGET CORP
29,366$4.3T0.22%
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