MONTAG A & ASSOCIATES INC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$2.0T

Holdings

979

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (979 positions)

StockValue
IVVISHARES TR
$105.2B
SPYSPDR S&P 500 ETF TR
$99.1B
MSFTMICROSOFT CORP
$67.7B
AAPLAPPLE INC
$66.4B
MDYSPDR S&P MIDCAP 400 ETF TR
$58.6B
GOOGALPHABET INC
$51.4B
AMZNAMAZON COM INC
$36.1B
KOCOCA COLA CO
$32.0B
JPSTJ P MORGAN EXCHANGE TRADED F
$31.3B
IWBISHARES TR
$31.0B
RSPINVESCO EXCHANGE TRADED FD T
$28.7B
HDHOME DEPOT INC
$26.2B
LLYELI LILLY & CO
$24.8B
GOOGLALPHABET INC
$23.0B
MRKMERCK & CO INC
$22.4B
TDWTIDEWATER INC NEW
$21.9B
VIGVANGUARD SPECIALIZED FUNDS
$21.1B
VBVANGUARD INDEX FDS
$20.4B
FISVFISERV INC
$20.2B
ADBEADOBE INC
$20.0B
VVISA INC
$19.9B
BACBANK AMERICA CORP
$19.5B
NVDANVIDIA CORPORATION
$19.1B
IWFISHARES TR
$19.0B
VOOVANGUARD INDEX FDS
$18.2B
VCSHVANGUARD SCOTTSDALE FDS
$18.0B
JPMJPMORGAN CHASE & CO.
$17.6B
WMTWALMART INC
$17.4B
AMATAPPLIED MATLS INC
$16.3B
MUMICRON TECHNOLOGY INC
$15.9B
VGSHVANGUARD SCOTTSDALE FDS
$15.7B
JNJJOHNSON & JOHNSON
$15.7B
VOVANGUARD INDEX FDS
$14.8B
XLKSELECT SECTOR SPDR TR
$14.5B
IJHISHARES TR
$14.3B
COSTCOSTCO WHSL CORP NEW
$14.1B
PEPPEPSICO INC
$14.1B
GSGOLDMAN SACHS GROUP INC
$13.8B
SCHWSCHWAB CHARLES CORP
$13.3B
EFXEQUIFAX INC
$13.1B
INTUINTUIT
$13.1B
CPRTCOPART INC
$12.9B
PGPROCTER AND GAMBLE CO
$12.6B
SYKSTRYKER CORPORATION
$12.5B
ABBVABBVIE INC
$12.2B
IWDISHARES TR
$11.8B
MARMARRIOTT INTL INC NEW
$11.7B
AVGOBROADCOM INC
$11.7B
SOXXISHARES TR
$11.7B
ABTABBOTT LABS
$11.5B
XOMEXXON MOBIL CORP
$11.2B
MAMASTERCARD INCORPORATED
$11.1B
BRK/BBERKSHIRE HATHAWAY INC DEL
$10.8B
PHPARKER-HANNIFIN CORP
$9.6B
ADIANALOG DEVICES INC
$9.5B
TJXTJX COS INC NEW
$9.3B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$9.1B
IWMISHARES TR
$9.0B
MINTPIMCO ETF TR
$9.0B
AMEAMETEK INC
$8.6B
ISRGINTUITIVE SURGICAL INC
$8.6B
GPCGENUINE PARTS CO
$8.5B
URIUNITED RENTALS INC
$7.9B
TMOTHERMO FISHER SCIENTIFIC INC
$7.5B
CVXCHEVRON CORP NEW
$7.5B
ICEINTERCONTINENTAL EXCHANGE IN
$7.4B
DHRDANAHER CORPORATION
$7.1B
SHYISHARES TR
$6.7B
BRK-BBERKSHIRE HATHAWAY INC DEL
$6.7B
IJRISHARES TR
$6.7B
MCDMCDONALDS CORP
$6.6B
DWDMORGAN STANLEY
$6.6B
CSCOCISCO SYS INC
$6.4B
CDWCDW CORP
$6.3B
TFCTRUIST FINL CORP
$6.0B
UNPUNION PAC CORP
$5.8B
UNHUNITEDHEALTH GROUP INC
$5.7B
CATCATERPILLAR INC
$5.6B
MKLMARKEL GROUP INC
$5.6B
VMCVULCAN MATLS CO
$5.3B
VDEVANGUARD WORLD FD
$5.3B
IQVIQVIA HLDGS INC
$5.3B
NFLXNETFLIX INC
$5.2B
BABOEING CO
$5.2B
MAAMID-AMER APT CMNTYS INC
$5.2B
MCKMCKESSON CORP
$4.9B
AXPAMERICAN EXPRESS CO
$4.8B
EWEDWARDS LIFESCIENCES CORP
$4.8B
DONSPDR DOW JONES INDL AVERAGE
$4.8B
CITCINTAS CORP
$4.8B
VTVVANGUARD INDEX FDS
$4.7B
NEENEXTERA ENERGY INC
$4.7B
BCCCGLOBAL X FDS
$4.7B
WRBBERKLEY W R CORP
$4.6B
LOWLOWES COS INC
$4.5B
SPHQINVESCO EXCHANGE TRADED FD T
$4.5B
AMDADVANCED MICRO DEVICES INC
$4.5B
DISDISNEY WALT CO
$4.4B
MASMASCO CORP
$4.4B
DYHTARGET CORP
$4.3B
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